Mcglone Suttner Wealth Management, Inc. Top Holdings and 13F Report (2025) About Mcglone Suttner Wealth Management, Inc.Investment ActivityMcglone Suttner Wealth Management, Inc. has $599.01 million in total holdings as of December 31, 2024.Mcglone Suttner Wealth Management, Inc. owns shares of 176 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 26.61% of the portfolio was purchased this quarter.About 1.74% of the portfolio was sold this quarter.This quarter, Mcglone Suttner Wealth Management, Inc. has purchased 168 new stocks and bought additional shares in 114 stocks.Mcglone Suttner Wealth Management, Inc. sold shares of 36 stocks and completely divested from 14 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $123,040,217iShares Core S&P U.S. Value ETF $53,741,404Schwab US Large-Cap ETF $46,448,260Avantis U.S. Equity ETF $45,501,073Fidelity Total Bond ETF $40,194,095 Largest New Holdings this Quarter iShares Russell 3000 ETF $2,803,135 HoldingiShares Russell 1000 Value ETF $2,477,932 HoldingFidelity Blue Chip Growth ETF $1,318,714 HoldingBLACKROCK INC $913,726 HoldingDimensional U.S. Targeted Value ETF $566,758 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 1,499,584 shares (about $34.76M)Dimensional U.S. Core Equity 2 ETF 788,869 shares (about $27.29M)iShares Core S&P U.S. Value ETF 137,695 shares (about $12.75M)Avantis U.S. Equity ETF 123,780 shares (about $12.00M)Fidelity Total Bond ETF 247,922 shares (about $11.12M) Largest Sales this Quarter Broadcom 2,270 shares (about $526.26K)Johnson & Johnson 3,264 shares (about $472.08K)PepsiCo 2,993 shares (about $455.14K)Prologis 2,814 shares (about $297.39K)Merck & Co., Inc. 2,675 shares (about $266.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcglone Suttner Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$123,040,217$27,286,976 ▲28.5%3,557,10420.5%ETFIUSViShares Core S&P U.S. Value ETF$53,741,404$12,749,189 ▲31.1%580,4239.0%ManufacturingSCHXSchwab US Large-Cap ETF$46,448,260$34,760,350 ▲297.4%2,003,8087.8%ETFAVUSAvantis U.S. Equity ETF$45,501,073$11,997,995 ▲35.8%469,4227.6%ETFFBNDFidelity Total Bond ETF$40,194,095$11,124,260 ▲38.3%895,7906.7%ETFCGCPCapital Group Core Plus Income ETF$26,835,720$7,798,773 ▲41.0%1,208,8164.5%ETFDFIVDimensional International Value ETF$24,919,544$5,978,377 ▲31.6%702,3554.2%ETFFHLCFidelity MSCI Health Care Index ETF$16,680,988$4,494,449 ▲36.9%255,2562.8%ETFCGXUCapital Group International Focus Equity ETF$16,305,825$3,918,112 ▲31.6%660,9582.7%ETFDFASDimensional U.S. Small Cap ETF$12,412,619$3,233,689 ▲35.2%190,7292.1%ETFIGEBiShares Investment Grade Bond Factor ETF$11,216,990$3,214,943 ▲40.2%252,8631.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$10,692,902$2,732,730 ▲34.3%204,7661.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,173,142$2,953,318 ▲40.9%104,9861.7%FinanceMSFTMicrosoft$6,680,549$838,388 ▲14.4%15,8491.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$6,355,997$653,087 ▲11.5%32,4571.1%ETFFDVVFidelity High Dividend ETF$5,482,867$1,097,582 ▲25.0%109,7890.9%ETFAAPLApple$5,407,479$474,288 ▲9.6%21,5940.9%Computer and TechnologyVYMVanguard High Dividend Yield ETF$5,316,709$620,729 ▲13.2%41,6700.9%ETFNVDANVIDIA$4,050,841$31,289 ▼-0.8%30,1650.7%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$3,641,992$519,475 ▲16.6%58,4500.6%ETFGOOGLAlphabet$3,570,537$157,307 ▲4.6%18,8620.6%Computer and TechnologyIWViShares Russell 3000 ETF$2,803,135$2,803,135 ▲New Holding8,3860.5%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,643,391$858,456 ▲48.1%109,8210.4%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$2,635,718$711,297 ▲37.0%105,2180.4%ETFIJRiShares Core S&P Small-Cap ETF$2,607,467$430,123 ▲19.8%22,6300.4%ETFIWDiShares Russell 1000 Value ETF$2,477,932$2,477,932 ▲New Holding13,3850.4%ETFAMZNAmazon.com$2,399,249$83,588 ▲3.6%10,9360.4%Retail/WholesaleJPMJPMorgan Chase & Co.$2,298,935$78,869 ▲3.6%9,5900.4%FinancePGProcter & Gamble$2,297,809$271,593 ▲13.4%13,7060.4%Consumer StaplesVTIVanguard Total Stock Market ETF$2,259,762$11,303 ▲0.5%7,7970.4%ETFMETAMeta Platforms$2,198,344$64,399 ▲3.0%3,7550.4%Computer and TechnologyIBDYiShares iBonds Dec 2033 Term Corporate ETF$2,062,392$50,602 ▲2.5%82,1670.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,015,440$248,618 ▲14.1%15,6700.3%ETFSDYSPDR S&P Dividend ETF$1,852,294$318,887 ▲20.8%14,0220.3%ETFABBVAbbVie$1,817,217$3,376 ▲0.2%10,2260.3%MedicalVTEBVanguard Tax-Exempt Bond ETF$1,810,667$325,749 ▲21.9%36,1190.3%ETFWMTWalmart$1,725,087$103,905 ▲6.4%19,0930.3%Retail/WholesaleTSLATesla$1,723,332$54,927 ▲3.3%4,2670.3%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$1,719,823$264,362 ▲18.2%2,9210.3%ETFIVWiShares S&P 500 Growth ETF$1,708,754$137,066 ▲8.7%16,8300.3%ETFCGMUCapital Group Municipal Income ETF$1,697,600$71,203 ▲4.4%63,0610.3%ETFVBRVanguard Small-Cap Value ETF$1,672,395$155,171 ▲10.2%8,4390.3%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,659,465$593,392 ▲55.7%69,2600.3%ETFHDHome Depot$1,639,457$110,464 ▲7.2%4,2150.3%Retail/WholesaleXOMExxon Mobil$1,414,857$151,350 ▲12.0%13,1530.2%EnergyMETMetLife$1,381,215$61,409 ▲4.7%16,8690.2%FinanceFGROFidelity Fundamental Large Cap Growth ETF$1,349,540$16,997 ▲1.3%53,8310.2%ETFFBCGFidelity Blue Chip Growth ETF$1,318,714$1,318,714 ▲New Holding28,5070.2%ETFCATCaterpillar$1,315,818$6,893 ▼-0.5%3,6270.2%IndustrialsAMATApplied Materials$1,252,579$571,320 ▲83.9%7,7020.2%Computer and TechnologyIBDWiShares iBonds Dec 2031 Term Corporate ETF$1,243,885$62,637 ▲5.3%61,1250.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,224,292$447,257 ▲57.6%49,1680.2%ETFAVGOBroadcom$1,220,590$526,256 ▼-30.1%5,2650.2%Computer and TechnologyBRK.BBerkshire Hathaway$1,205,725$46,235 ▲4.0%2,6600.2%FinanceMCDMcDonald's$1,133,918$41,449 ▲3.8%3,9120.2%Retail/WholesaleBACBank of America$1,133,724$56,739 ▲5.3%25,7960.2%FinanceCSCOCisco Systems$1,122,340$90,223 ▲8.7%18,9580.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,092,735$685,425 ▲168.3%39,9980.2%ETFMRKMerck & Co., Inc.$1,089,560$266,098 ▼-19.6%10,9530.2%MedicalIBDXiShares iBonds Dec 2032 Term Corporate ETF$1,084,943$46,112 ▲4.4%44,1390.2%ETFWECWEC Energy Group$1,051,758$5,925 ▼-0.6%11,1840.2%UtilitiesKOCoca-Cola$1,033,047$84,614 ▲8.9%16,5920.2%Consumer StaplesABTAbbott Laboratories$1,004,479$13,233 ▼-1.3%8,8810.2%MedicalIEFAiShares Core MSCI EAFE ETF$963,332$98,674 ▼-9.3%13,7070.2%ETFAXPAmerican Express$955,750$14,841 ▲1.6%3,2200.2%FinanceCRMSalesforce$941,493$182,214 ▲24.0%2,8160.2%Computer and TechnologyBLACKROCK INC$913,726$913,726 ▲New Holding8910.2%COMKMBKimberly-Clark$911,450$517,572 ▲131.4%6,9560.2%Consumer StaplesVHTVanguard Health Care ETF$885,271$103,239 ▼-10.4%3,4900.1%ETFIVEiShares S&P 500 Value ETF$853,6410.0%4,4720.1%ETFPHParker-Hannifin$819,500$47,719 ▲6.2%1,2880.1%IndustrialsJNJJohnson & Johnson$817,606$472,080 ▼-36.6%5,6530.1%MedicalNFLXNetflix$808,427$29,414 ▲3.8%9070.1%Consumer DiscretionaryPRUPrudential Financial$799,306$51,327 ▲6.9%6,7430.1%FinanceORCLOracle$794,097$36,330 ▲4.8%4,7650.1%Computer and TechnologyAJGArthur J. Gallagher & Co.$757,761$24,691 ▲3.4%2,6700.1%FinanceXLUUtilities Select Sector SPDR Fund$750,111$184,235 ▲32.6%9,9100.1%ETFCOPConocoPhillips$738,603$265,076 ▼-26.4%7,4480.1%EnergyIBMInternational Business Machines$719,052$50,780 ▲7.6%3,2710.1%Computer and TechnologySOSouthern$695,515$43,053 ▲6.6%8,4490.1%UtilitiesUNHUnitedHealth Group$695,442$110,765 ▼-13.7%1,3750.1%MedicalPMPhilip Morris International$662,602$34,177 ▲5.4%5,5060.1%Consumer StaplesPEPPepsiCo$647,665$455,145 ▼-41.3%4,2590.1%Consumer StaplesCVXChevron$627,808$244,518 ▼-28.0%4,3340.1%EnergyQCOMQUALCOMM$616,798$2,304 ▼-0.4%4,0150.1%Computer and TechnologyEMEEMCOR Group$614,695$84,895 ▲16.0%1,3540.1%ConstructionCSXCSX$604,266$81,515 ▲15.6%18,7250.1%TransportationIBDUiShares iBonds Dec 2029 Term Corporate ETF$595,715$129,002 ▲27.6%26,1280.1%ETFGDGeneral Dynamics$594,629$53,746 ▼-8.3%2,2570.1%AerospaceLLYEli Lilly and Company$592,708$31,642 ▲5.6%7680.1%MedicalWFCWells Fargo & Company$586,494$229,119 ▲64.1%8,3500.1%FinanceHIGThe Hartford Financial Services Group$573,166$11,816 ▲2.1%5,2390.1%FinanceDFATDimensional U.S. Targeted Value ETF$566,758$566,758 ▲New Holding10,1830.1%ETFFLTBFidelity Limited Term Bond ETF$559,820$33,351 ▲6.3%11,2800.1%ETFKMIKinder Morgan$546,063$38,552 ▲7.6%19,9290.1%EnergyBKBank of New York Mellon$544,279$31,809 ▲6.2%7,0840.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$540,681$68,155 ▲14.4%3,0860.1%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$530,398$95,203 ▲21.9%24,8310.1%ETFSPYSPDR S&P 500 ETF Trust$523,496$586 ▲0.1%8930.1%FinanceTMUST-Mobile US$509,769$67,116 ▼-11.6%2,3090.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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