McGlone Suttner Wealth Management, Inc. Portfolio Holdings
Q3 2025•190 long positions•$714.3M portfolio value
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Holding197 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $143.1M 20.03% | +$1.7M Bought | — 3.7M shares | 3.7M → 3.7M +$1.7M | +1.23% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $62.5M 8.75% | +$1.2M Bought | — 625.1K shares | 613.5K → 625.1K +$1.2M | +1.9% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $55.0M 7.7% | +$491.6K Bought | — 2.1M shares | 2.1M → 2.1M +$491.6K | +0.9% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $54.8M 7.67% | +$1.1M Bought | — 503.9K shares | 494.1K → 503.9K +$1.1M | +1.98% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $45.6M 6.38% | +$975.2K Bought | — 986.0K shares | 964.9K → 986.0K +$975.2K | +2.19% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $33.4M 4.68% | +$112.8K Bought | — 724.5K shares | 722.1K → 724.5K +$112.8K | +0.34% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $30.3M 4.25% | +$752.4K Bought | — 1.3M shares | 1.3M → 1.3M +$752.4K | +2.54% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $21.0M 2.94% | +$391.3K Bought | — 709.7K shares | 696.5K → 709.7K +$391.3K | +1.9% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $18.7M 2.61% | +$548.7K Bought | — 278.9K shares | 270.7K → 278.9K +$548.7K | +3.03% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.2M 1.98% | +$74.5K Bought | — 214.7K shares | 213.6K → 214.7K +$74.5K | +0.53% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $13.9M 1.94% | +$220.3K Bought | — 202.9K shares | 199.6K → 202.9K +$220.3K | +1.61% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.8M 1.79% | +$243.7K Bought | — 277.9K shares | 272.6K → 277.9K +$243.7K | +1.94% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.7M 1.64% | +$251.2K Bought | — 117.1K shares | 114.6K → 117.1K +$251.2K | +2.19% | — — | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $8.3M 1.16% | -$4.7K Sold | 0.0% 16.0K shares | 16.0K → 16.0K −$4.7K | -0.06% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $6.8M 0.946% | -$42.1K Sold | — 31.3K shares | 31.5K → 31.3K −$42.1K | -0.62% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $6.7M 0.932% | +$711.7K Bought | 0.0% 26.1K shares | 23.3K → 26.1K +$711.7K | +11.97% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.5M 0.912% | +$139.6K Bought | — 116.9K shares | 114.4K → 116.9K +$139.6K | +2.19% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $6.2M 0.863% | -$186.6 Sold | 0.0% 33.0K shares | 33.0K → 33.0K −$186.6 | -0.0% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.6M 0.789% | +$2.7K Bought | — 40.0K shares | 40.0K → 40.0K +$2.7K | +0.05% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $5.4M 0.753% | +$234.6K Bought | 0.0% 22.1K shares | 21.2K → 22.1K +$234.6K | +4.56% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.8M 0.532% | -$66.4K Sold | — 58.2K shares | 59.2K → 58.2K −$66.4K | -1.72% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $3.6M 0.511% | +$585.3K Bought | 0.0% 5.0K shares | 4.2K → 5.0K +$585.3K | +19.1% | $1.84T Mega Cap | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $3.4M 0.479% | +$72.9K Bought | 0.0% 10.8K shares | 10.6K → 10.8K +$72.9K | +2.18% | $867.35B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.2M 0.442% | +$66.7K Bought | — 129.9K shares | 127.2K → 129.9K +$66.7K | +2.16% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.1M 0.432% | +$18.8K Bought | — 122.5K shares | 121.8K → 122.5K +$18.8K | +0.61% | — — | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $2.7M 0.374% | +$11.0K Bought | 0.0% 12.2K shares | 12.1K → 12.2K +$11.0K | +0.41% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $2.7M 0.372% | +$40.1K Bought | 0.001% 11.5K shares | 11.3K → 11.5K +$40.1K | +1.53% | $409.03B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.6M 0.361% | +$984.5 Bought | — 7.9K shares | 7.8K → 7.9K +$984.5 | +0.04% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.5M 0.356% | -$31.5K Sold | — 21.4K shares | 21.7K → 21.4K −$31.5K | -1.22% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.3M 0.328% | +$29.4K Bought | — 3.5K shares | 3.5K → 3.5K +$29.4K | +1.27% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $2.3M 0.323% | -$75.2K Sold | 0.0% 7.0K shares | 7.2K → 7.0K −$75.2K | -3.16% | $1.56T Mega Cap | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $2.3M 0.322% | +$26.2K Bought | 0.0% 22.3K shares | 22.1K → 22.3K +$26.2K | +1.15% | $821.68B Mega Cap | Q4 2022 Held for 2y 11m | |
Household & Personal Products Consumer Defensive | $2.3M 0.321% | +$32.9K Bought | 0.001% 14.9K shares | 14.7K → 14.9K +$32.9K | +1.45% | $359.62B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.3M 0.319% | -$291.3 Sold | — 15.7K shares | 15.7K → 15.7K −$291.3 | -0.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.2M 0.314% | +$44.5K Bought | — 85.6K shares | 83.9K → 85.6K +$44.5K | +2.02% | — — | Q4 2023 Held for 1y 11m | |
Auto - Manufacturers Consumer Cyclical | $2.2M 0.308% | +$40.9K Bought | 0.0% 5.0K shares | 4.9K → 5.0K +$40.9K | +1.89% | $1.48T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 0.283% | +$55.6K Bought | — 83.1K shares | 80.8K → 83.1K +$55.6K | +2.82% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.0M 0.279% | +$362.2 Bought | — 16.5K shares | 16.5K → 16.5K +$362.2 | +0.02% | — — | Q4 2022 Held for 2y 11m | |
Agricultural - Machinery Industrials | $2.0M 0.274% | +$36.7K Bought | 0.001% 4.1K shares | 4.0K → 4.1K +$36.7K | +1.91% | $223.53B Mega Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $1.9M 0.271% | +$39.5K Bought | 0.0% 10.4K shares | 10.2K → 10.4K +$39.5K | +2.08% | $446.55B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 0.266% | -$15.0K Sold | — 13.5K shares | 13.7K → 13.5K −$15.0K | -0.78% | — — | Q4 2022 Held for 2y 11m | |
Home Improvement Consumer Cyclical | $1.9M 0.265% | +$36.9K Bought | 0.0% 4.7K shares | 4.6K → 4.7K +$36.9K | +1.99% | $403.32B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 0.264% | +$71.7K Bought | — 69.2K shares | 66.6K → 69.2K +$71.7K | +3.95% | — — | Q2 2023 Held for 2y 5m | |
Oil & Gas Integrated Energy | $1.8M 0.254% | +$34.7K Bought | 0.0% 16.1K shares | 15.8K → 16.1K +$34.7K | +1.96% | $480.68B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.252% | +$59.6K Bought | — 70.4K shares | 68.1K → 70.4K +$59.6K | +3.43% | — — | Q1 2023 Held for 2y 8m | |
Communication Equipment Technology | $1.7M 0.236% | +$46.7K Bought | 0.001% 24.6K shares | 23.9K → 24.6K +$46.7K | +2.86% | $270.48B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.233% | +$29.8K Bought | — 56.3K shares | 55.3K → 56.3K +$29.8K | +1.83% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.232% | +$417.4 Bought | — 7.9K shares | 7.9K → 7.9K +$417.4 | +0.03% | — — | Q4 2022 Held for 2y 11m | |
Insurance - Life Financial Services | $1.6M 0.23% | +$48.8K Bought | 0.003% 20.0K shares | 19.4K → 20.0K +$48.8K | +3.05% | $54.8B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.6M 0.226% | +$85.9K Bought | — 30.1K shares | 28.5K → 30.1K +$85.9K | +5.61% | — — | Q4 2022 Held for 2y 11m |
