Mc Glone Suttner Wealth Management, Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $599 Billion distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $123B, Ishares Core S&P U.S. Value Et with a value of $53.7B, Schwab Strategic Tr Us Large C with a value of $46.4B, American Centy ETF Tr Avantis with a value of $45.5B, and Fidelity Merrimack Str Tr Tota with a value of $40.2B.
Examining the 13F form we can see an increase of $118B in the current position value, from $481B to 599B.
Mc Glone Suttner Wealth Management, Inc. is based out at Appleton, WI
Below you can find more details about Mc Glone Suttner Wealth Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$599 Billion
ETFs: $503 Billion
Technology: $26.5 Billion
Financial Services: $14.4 Billion
Communication Services: $8.92 Billion
Consumer Defensive: $8.39 Billion
Consumer Cyclical: $7.81 Billion
Industrials: $7.56 Billion
Healthcare: $7.15 Billion
Other: $7.63 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
