Mcglone-Suttner-Wealth-Management

Filing Details

13F-HR2025-03-31
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% identified
151 identified38 unidentified

Holdings

189 positions • $609.4M total value
Manager:
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316188101
Shares:4.5K
Value:$213.1K
% of Portfolio:0.0% ($213.1K/$609.4M)
HEALTHPEAK PROPERTIES, INC.
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)
AUTOMATIC DATA PROCESSING INC
Shares:684
Value:$209.0K
% of Portfolio:0.0% ($209.0K/$609.4M)
CASEYS GENERAL STORES INC
Shares:470
Value:$204.1K
% of Portfolio:0.0% ($204.1K/$609.4M)
CARDINAL HEALTH INC
Shares:1.5K
Value:$202.8K
% of Portfolio:0.0% ($202.8K/$609.4M)
Alphabet Inc.
Shares:1.3K
Value:$202.5K
% of Portfolio:0.0% ($202.5K/$609.4M)
HUNTINGTON BANCSHARES INC /MD/
Shares:11.4K
Value:$171.3K
% of Portfolio:0.0% ($171.3K/$609.4M)
FORD MOTOR CO
Shares:14.2K
Value:$142.8K
% of Portfolio:0.0% ($142.8K/$609.4M)