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:
Search and click to pin securities to the top
Page 3 of 10
46435U515
Shares:59.7K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$609.4M)
46436E486
Shares:61.9K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$609.4M)
316092337
Shares:55.3K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$609.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 8.4K | QoQ -0.08% (-7)YoY -4.10% (-361) | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$609.4M) | ||
| 31.4K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$609.4M) | |||
| 16.5K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$609.4M) | |||
(cusip46435U515)✕ | 59.7K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$609.4M) | ||
METLIFE INC(METcusip59156R108) | 18.6K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$609.4M) | ||
| 2.7K | QoQ 0.00% (+0)YoY +4.72% (+120) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$609.4M) | ||
| 27.2K | QoQ NEW(+27.2K) YoY NEW(+27.2K) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$609.4M) | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) | |
| 22.2K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$609.4M) | |||
| 15.1K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$609.4M) | |||
CATERPILLAR INC(CATcusip149123101) | 4.0K | QoQ +9.40% (-341)YoY +6.18% (-231) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$609.4M) | |
MCDONALDS CORP(MCDcusip580135101) | 4.2K | QoQ +6.69% (+262)YoY +3.83% (+154) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$609.4M) | |
(cusip46436E486)✕ | 61.9K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$609.4M) | ||
COCA COLA CO(KOcusip191216100) | 17.3K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$609.4M) | ||
(cusip316092337)✕ | 55.3K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$609.4M) | ||
| 11.2K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$609.4M) | |||
CONOCOPHILLIPS(COPcusip20825C104) | 11.6K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$609.4M) | ||
| 28.5K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$609.4M) | |||
| 9.0K | QoQ +0.95% (+85)YoY -4.45% (-418) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$609.4M) | ||
| 41.0K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$609.4M) | |||
| 2.2K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$609.4M) |