Kerntke Otto Mc Glone Wealth Management Group Reduced Holdings in Q4 2025

Kerntke Otto Mc Glone Wealth Management Group

  • $140 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.79K
- 6.34%
$94.37 - $113.5 $169K - $204K
26.5K $2.76M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-7.1K
- 6.17%
$37.61 - $39.41 $267K - $280K
108K $4.17M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.66K
- 11.63%
$114.27 - $121.15 $189K - $201K
12.6K $1.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.52K
- 7.34%
$63.25 - $66.24 $159K - $167K
31.8K $2.04M
MSFT
Microsoft Corp

Technology
-164
- 2.72%
$496.82 - $542.07 $81.5K - $88.9K
5.87K $2.98M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-3.35K
- 1.36%
$22.88 - $22.95 $76.7K - $77K
244K $5.59M
DFAX
Dimensional ETF Tr
-2.72K
- 13.5%
$30.71 - $32.34 $83.5K - $87.9K
17.4K $557K
CLF
Cleveland Cliffs Inc.

Basic Materials
-894
- 2.09%
$10.09 - $16.18 $9.02K - $14.5K
42K $450K
AVGO
Broadcom Inc.

Technology
-232
- 13.87%
$324.63 - $385.98 $75.3K - $89.5K
1.44K $493K
PLTR
Palantir Technologies Inc.

Technology
-235
- 12.21%
$172.14 - $207.18 $40.5K - $48.7K
1.69K $294K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-105
- 11.21%
$475.68 - $513.11 $49.9K - $53.9K
832 $423K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.92K
- 5.46%
$32.24 - $33.72 $61.8K - $64.6K
33.2K $1.11M
ITW
Illinois Tool Works Inc

Industrials
-26
- 1.78%
$242.03 - $260.73 $6.29K - $6.78K
1.44K $350K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-188
- 5.49%
$137.47 - $143.13 $25.8K - $26.9K
3.23K $456K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-221
- 1.68%
$142.79 - $150.05 $31.6K - $33.2K
12.9K $1.89M
GLD
Spdr Gold Trust

ETFs
-94
- 9.6%
$354.79 - $403.15 $33.4K - $37.9K
885 $332K
NVDA
Nvidia Corp

Technology
-74
- 1.84%
$179.83 - $207.04 $13.3K - $15.3K
3.96K $738K
SPY
Spdr S&P 500 ETF Trust

ETFs
-18
- 3.95%
$653.02 - $687.39 $11.8K - $12.4K
438 $291K
WMT
Walmart Inc.

Consumer Defensive
-98
- 1.68%
$101.18 - $109.03 $9.92K - $10.7K
5.72K $589K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-21
- 0.28%
$100.8 - $103.83 $2.12K - $2.18K
7.5K $771K
GOOG
Alphabet Inc.

Communication Services
-139
- 16.47%
$237.49 - $291.74 $33K - $40.6K
705 $201K
MGEE
Mge Energy Inc

Utilities
-23
- 0.89%
$81.51 - $87.05 $1.87K - $2K
2.57K $214K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-53
- 0.2%
N/A
26.7K $634K
TM
Toyota Motor Corp

Consumer Cyclical
-53
- 3.72%
$185.22 - $211.24 $9.82K - $11.2K
1.37K $273K
IEFA
Ishares Tr

ETFs
-5
- 0.19%
$86.09 - $89.88 $430 - $449
2.66K $236K
PWR
Quanta Services, Inc.

Industrials
-30
- 2.03%
$412.21 - $453.83 $12.4K - $13.6K
1.45K $621K
CAT
Caterpillar Inc

Industrials
-68
- 9.93%
$480.82 - $585.49 $32.7K - $39.8K
617 $340K
AAPL
Apple Inc.

Technology
-20
- 0.66%
$245.27 - $275.25 $4.91K - $5.51K
3.01K $803K
GOOGL
Alphabet Inc.

Communication Services
-7
- 0.52%
$236.57 - $291.31 $1.66K - $2.04K
1.33K $368K
XOM
Exxon Mobil Corp

Energy
-18
- 0.19%
$110.64 - $119.78 $1.99K - $2.16K
9.58K $1.13M
Activity Summary
Buys All Purchases 52 New Holdings 6 Increased Positions 46 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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