Mcglone-Suttner-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, "OSK", null, "NIC", null, "ACN", "MMM", "ABT", "ABBV", "GOOGL", "AXP", "T", "BLK", "CAT", "AVGO", null, null, null, null, null, "CCI", "CMI", "BFC", "FITB", "GD", "GILD", "HD", "MCD", "QCOM", "LAMR", "ITW", "AMAT", "META", "IVW", "IJH", null, "KMI", "LHX", null, "MMC", "MA", "MDT", "MSFT", "TMUS", "FIS", "GE", "HIG", "EMN", "IJR", "EFG", "ANET", "ORCL", null, null, null, "VHT", "DOC", null, null, null, "PANW", "PEP", "PNC", null, null, "IEMG", "IVV", "PHM", "DOW", "UNH", "AAPL", "SPY", "NVDA", "GS", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", "PSTG", "IEFA", "SCHX", "SHOP", "RTX", "SPYG", null, "RSG", null, "IBM", "SYK", "SNPS", "TXN", "TJX", "VNQ", "MET", "RCL", "VOE", null, null, null, null, null, null, "EME", "VIG", "VYM", "VRTX", "K", "SDY", "F", "WEC", "AJG", "CAH", "AEP", "PEG", "AMZN", "IVE", null, null, "HBAN", "VEU", "USB", "VUG", "VEA", "VTEB", "VBR", "VOT", "VTV", "V", "WMT", "WFC", "WPC", "SCHD", "NSC", "JCI", "LH", "SO", "CRM", "SPOT", null, "IXUS", "IUSV", "SPYV", "KMB", "ADP", "BAC", "BK", "BRK-B", "BDX", "CDNS", "CASY", "CVX", "CTAS", "CSCO", "C", "KO", "CMCSA", "COP", "COST", "CSX", "DE", null, null, "DFAC", "RSP", null, "MCO", "NEE", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", "MO", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 189
- Total Value
- 609355701
- Accession Number
- 0001964819-25-000002
- Form Type
- 13F-HR
- Manager Name
- Mcglone-Suttner-Wealth-Management
Data Enrichment
80% identified151 identified38 unidentified
Holdings
189 positions • $609.4M total value
Manager:
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Page 10 of 10
316188101
Shares:4.5K
Value:$213.1K
% of Portfolio:0.0% ($213.1K/$609.4M)
Shares:10.5K
Value:$212.1K
% of Portfolio:0.0% ($212.1K/$609.4M)
25434V401
Shares:3.5K
Value:$211.8K
% of Portfolio:0.0% ($211.8K/$609.4M)
Shares:684
Value:$209.0K
% of Portfolio:0.0% ($209.0K/$609.4M)
Shares:11.4K
Value:$171.3K
% of Portfolio:0.0% ($171.3K/$609.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip316188101)✕ | 4.5K | QoQ -0.56% (-26) | All Managers (Combined) | $213.1K | 0.0% ($213.1K/$609.4M) | |
10.5K | QoQ NEW(+10.5K) YoY NEW(+10.5K) | All Managers (Combined) | $212.1K | 0.0% ($212.1K/$609.4M) | QoQ NEW(+$212.1K) YoY NEW(+$212.1K) | |
(cusip25434V401)✕ | 3.5K | QoQ 0.00% (-0)YoY NEW(+3.5K) | All Managers (Combined) | $211.8K | 0.0% ($211.8K/$609.4M) | YoY NEW(+$211.8K) |
684 | QoQ -3.79% (-27)YoY NEW(+684) | All Managers (Combined) | $209.0K | 0.0% ($209.0K/$609.4M) | YoY NEW(+$209.0K) | |
470 | QoQ NEW(+470) YoY NEW(+470) | All Managers (Combined) | $204.1K | 0.0% ($204.1K/$609.4M) | QoQ NEW(+$204.1K) YoY NEW(+$204.1K) | |
1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $202.8K | 0.0% ($202.8K/$609.4M) | QoQ NEW(+$202.8K) YoY NEW(+$202.8K) | |
Alphabet Inc.(GOOGcusip02079K107) | 1.3K | QoQ +1.64% (-21)YoY NEW(+1.3K) | All Managers (Combined) | $202.5K | 0.0% ($202.5K/$609.4M) | YoY NEW(+$202.5K) |
11.4K | QoQ -3.01% (-355)YoY +3.43% (+379) | All Managers (Combined) | $171.3K | 0.0% ($171.3K/$609.4M) | ||
FORD MOTOR CO(Fcusip345370860) | 14.2K | QoQ NEW(+14.2K) | All Managers (Combined) | $142.8K | 0.0% ($142.8K/$609.4M) | QoQ NEW(+$142.8K) |