Mc Glone Suttner Wealth Management, Inc. Reduced Holdings in Q4 2024

Mc Glone Suttner Wealth Management, Inc.

  • $599 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-3.26K
- 36.6%
$143.34 - $165.86 $468K - $541K
5.65K $818M
PEP
Pepsico Inc

Consumer Defensive
-2.99K
- 41.27%
$151.29 - $176.1 $453K - $527K
4.26K $648M
MRK
Merck & Co., Inc.

Healthcare
-2.68K
- 19.63%
$96.31 - $114.76 $258K - $307K
11K $1.09B
PLD
Prologis, Inc.

Real Estate
-2.81K
- 51.89%
$101.4 - $126.96 $285K - $357K
2.61K $276M
DOW
Dow Inc.

Basic Materials
-5.26K
- 47.35%
$39.1 - $55.34 $206K - $291K
5.85K $235M
COP
Conocophillips

Energy
-2.67K
- 26.41%
$95.12 - $114.72 $254K - $307K
7.45K $739M
CVX
Chevron Corp

Energy
-1.69K
- 28.03%
$141.15 - $162.53 $238K - $274K
4.33K $628M
SNPS
Synopsys Inc

Technology
-455
- 36.37%
$485.36 - $588.0 $221K - $268K
796 $386M
UNH
Unitedhealth Group Inc

Healthcare
-219
- 13.74%
$485.52 - $625.25 $106K - $137K
1.38K $695M
PHM
Pultegroup Inc

Consumer Cyclical
-1.1K
- 34.28%
$108.86 - $149.04 $119K - $163K
2.1K $229M
VHT
Vanguard Health Care ETF

ETFs
-407
- 10.44%
$250.81 - $283.3 $102K - $115K
3.49K $885M
WPC
W. P. Carey Inc.

Real Estate
-2.15K
- 22.34%
$53.44 - $61.33 $115K - $132K
7.47K $407M
IXUS
Ishares Tr

ETFs
-1.65K
- 18.48%
$65.95 - $72.56 $109K - $120K
7.28K $481M
AMD
Advanced Micro Devices Inc

Technology
-505
- 22.07%
$118.88 - $172.8 $60K - $87.3K
1.78K $215M
LMT
Lockheed Martin Corp

Industrials
-95
- 8.87%
$479.66 - $614.62 $45.6K - $58.4K
976 $474M
VZ
Verizon Communications Inc

Communication Services
-1.96K
- 13.37%
$39.6 - $45.21 $77.8K - $88.8K
12.7K $509M
GD
General Dynamics Corp

Industrials
-204
- 8.29%
$260.28 - $314.03 $53.1K - $64.1K
2.26K $595M
NEE
Nextera Energy Inc

Utilities
-659
- 9.29%
$69.77 - $85.43 $46K - $56.3K
6.43K $461M
PFE
Pfizer Inc

Healthcare
-3.14K
- 20.41%
$24.8 - $30.19 $77.8K - $94.8K
12.2K $325M
AEP
American Electric Power CO Inc

Utilities
-666
- 12.33%
$90.91 - $102.21 $60.5K - $68.1K
4.74K $437M
CAT
Caterpillar Inc

Industrials
-19
- 0.52%
$360.37 - $416.88 $6.85K - $7.92K
3.63K $1.32B
CMCSA
Comcast Corp

Communication Services
-1.61K
- 18.72%
$37.39 - $45.14 $60.1K - $72.5K
6.98K $262M
AVGO
Broadcom Inc.

Technology
-2.27K
- 30.13%
$159.67 - $250.0 $362K - $568K
5.27K $1.22B
QCOM
Qualcomm Inc

Technology
-15
- 0.37%
$150.4 - $178.04 $2.26K - $2.67K
4.02K $617M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-3.92K
- 24.65%
$12.1 - $13.52 $47.4K - $53K
12K $147M
DHR
Danaher Corp

Healthcare
-18
- 1.71%
$226.16 - $274.52 $4.07K - $4.94K
1.04K $238M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-694
- 13.29%
$50.35 - $50.69 $34.9K - $35.2K
4.53K $228M
WEC
Wec Energy Group, Inc.

Utilities
-63
- 0.56%
$92.94 - $101.82 $5.86K - $6.41K
11.2K $1.05B
TMUS
T Mobile Us, Inc.

Communication Services
-304
- 11.63%
$206.1 - $246.94 $62.7K - $75.1K
2.31K $510M
FIS
Fidelity National Information Services, Inc.

Technology
-159
- 4.35%
$80.14 - $90.95 $12.7K - $14.5K
3.49K $282M
CDNS
Cadence Design Systems Inc

Technology
-216
- 15.35%
$249.1 - $324.54 $53.8K - $70.1K
1.19K $358M
ABT
Abbott Laboratories

Healthcare
-117
- 1.3%
$111.93 - $119.39 $13.1K - $14K
8.88K $1B
VRT
Vertiv Holdings CO

Industrials
-427
- 16.09%
N/A
2.23K $253M
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.54%
$873.59 - $994.69 $2.62K - $2.98K
553 $507M
NVDA
Nvidia Corp

Technology
-233
- 0.77%
$117.0 - $148.88 $27.3K - $34.7K
30.2K $4.05B
Activity Summary
Buys All Purchases 136 New Holdings 22 Increased Positions 114 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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