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,
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  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  null,
  null,
  null,
  null,
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  "CCI",
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  null,
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  null,
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  "GE",
  "HIG",
  "EMN",
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  "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",
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  "TXN",
  "TJX",
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  "MET",
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  "VOE",
  null,
  null,
  null,
  null,
  null,
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  "K",
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  "F",
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  "IVE",
  null,
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  null,
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  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: mcglone-suttner-wealth-management
Manager Name: Mcglone-Suttner-Wealth-Management

Data Enrichment

80% identified

151 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

189 positions • $609.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Salesforce, Inc.

CRM|79466L302

Shares:3.1K

Value:$819.2K

% of Portfolio:0.1% ($819.2K/$609.4M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:3.0K

Value:$817.3K

% of Portfolio:0.1% ($817.3K/$609.4M)

SOUTHERN CO

SO|842587107

Shares:8.6K

Value:$787.5K

% of Portfolio:0.1% ($787.5K/$609.4M)

81369Y886

Shares:9.9K

Value:$782.3K

% of Portfolio:0.1% ($782.3K/$609.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:16.8K

Value:$760.3K

% of Portfolio:0.1% ($760.3K/$609.4M)

46436E205

Shares:32.8K

Value:$759.2K

% of Portfolio:0.1% ($759.2K/$609.4M)

QUALCOMM INC/DE

QCOM|747525103

Shares:4.6K

Value:$707.3K

% of Portfolio:0.1% ($707.3K/$609.4M)

Bank of New York Mellon Corp

BK|064058100

Shares:8.2K

Value:$684.5K

% of Portfolio:0.1% ($684.5K/$609.4M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:5.5K

Value:$684.4K

% of Portfolio:0.1% ($684.4K/$609.4M)

AT&T INC.

T|00206R102

Shares:23.9K

Value:$676.0K

% of Portfolio:0.1% ($676.0K/$609.4M)

W. P. Carey Inc.

WPC|92936U109

Shares:10.1K

Value:$635.6K

% of Portfolio:0.1% ($635.6K/$609.4M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:5.8K

Value:$633.1K

% of Portfolio:0.1% ($633.1K/$609.4M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.3K

Value:$617.3K

% of Portfolio:0.1% ($617.3K/$609.4M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:1.7K

Value:$603.4K

% of Portfolio:0.1% ($603.4K/$609.4M)

US BANCORP \DE\

USB|902973304

Shares:14.2K

Value:$598.6K

% of Portfolio:0.1% ($598.6K/$609.4M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:21.0K

Value:$597.9K

% of Portfolio:0.1% ($597.9K/$609.4M)

46436E726

Shares:26.7K

Value:$579.3K

% of Portfolio:0.1% ($579.3K/$609.4M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:4.1K

Value:$577.6K

% of Portfolio:0.1% ($577.6K/$609.4M)

Prologis, Inc.

PLD|74340W103

Shares:5.2K

Value:$576.5K

% of Portfolio:0.1% ($576.5K/$609.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:607

Value:$574.4K

% of Portfolio:0.1% ($574.4K/$609.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Salesforce, Inc.(CRMcusip79466L302)	3.1K	QoQ +8.41% (-237) YoY +6.89% (-197)	All Managers (Combined)	$819.2K	0.1% ($819.2K/$609.4M)	QoQ -12.98% (-$122.3K) YoY -4.77% (-$41.1K)
GENERAL DYNAMICS CORP(GDcusip369550108)	3.0K	QoQ +32.83% (+741) YoY +59.63% (+1.1K)	All Managers (Combined)	$817.3K	0.1% ($817.3K/$609.4M)	QoQ +37.44% (+$222.7K) YoY +54.09% (+$286.9K)
SOUTHERN CO(SOcusip842587107)	8.6K	QoQ +1.37% (+116) YoY +14.75% (+1.1K)	All Managers (Combined)	$787.5K	0.1% ($787.5K/$609.4M)	QoQ +13.23% (+$92.0K) YoY +47.06% (+$252.0K)
(cusip81369Y886)✕	9.9K	QoQ +0.12% (+12) YoY -19.22% (-2.4K)	All Managers (Combined)	$782.3K	0.1% ($782.3K/$609.4M)	QoQ +4.29% (+$32.2K) YoY -2.98% (-$24.1K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	16.8K	QoQ +31.74% (+4.0K) YoY +15.28% (+2.2K)	All Managers (Combined)	$760.3K	0.1% ($760.3K/$609.4M)	QoQ +49.43% (+$251.5K) YoY +24.62% (+$150.2K)
(cusip46436E205)✕	32.8K	QoQ +25.63% (+6.7K) YoY +95.32% (+16.0K)	All Managers (Combined)	$759.2K	0.1% ($759.2K/$609.4M)	QoQ +27.44% (+$163.5K) YoY +97.98% (+$375.7K)
QUALCOMM INC/DE(QCOMcusip747525103)	4.6K	QoQ +14.69% (+590) YoY +48.54% (+1.5K)	All Managers (Combined)	$707.3K	0.1% ($707.3K/$609.4M)	QoQ +14.67% (+$90.5K) YoY +34.77% (+$182.5K)
Bank of New York Mellon Corp(BKcusip064058100)	8.2K	QoQ +15.20% (+1.1K) YoY +38.20% (+2.3K)	All Managers (Combined)	$684.5K	0.1% ($684.5K/$609.4M)	QoQ +25.75% (+$140.2K) YoY +101.15% (+$344.2K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	5.5K	QoQ +5.59% (+293) YoY +26.64% (+1.2K)	All Managers (Combined)	$684.4K	0.1% ($684.4K/$609.4M)	QoQ +19.41% (+$111.3K) YoY +52.04% (+$234.3K)
AT&T INC.(Tcusip00206R102)	23.9K	QoQ +9.63% (+2.1K) YoY +2.58% (+603)	All Managers (Combined)	$676.0K	0.1% ($676.0K/$609.4M)	QoQ +36.16% (+$179.5K) YoY +64.84% (+$265.9K)
W. P. Carey Inc.(WPCcusip92936U109)	10.1K	QoQ +34.87% (+2.6K) YoY -2.55% (-264)	All Managers (Combined)	$635.6K	0.1% ($635.6K/$609.4M)	QoQ +56.24% (+$228.8K) YoY +8.96% (-$52.3K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	5.8K	QoQ +22.36% (+1.1K) YoY +14.28% (+724)	All Managers (Combined)	$633.1K	0.1% ($633.1K/$609.4M)	QoQ +44.96% (+$196.4K) YoY +45.02% (+$196.6K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.3K	QoQ +23.06% (+1.4K) YoY NEW(+7.3K)	All Managers (Combined)	$617.3K	0.1% ($617.3K/$609.4M)	QoQ +37.33% (+$167.8K) YoY NEW(+$617.3K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	1.7K	QoQ -34.53% (-922) YoY -31.69% (-811)	All Managers (Combined)	$603.4K	0.1% ($603.4K/$609.4M)	QoQ -20.36% (-$154.3K) YoY -5.67% (-$36.3K)
US BANCORP \DE\(USBcusip902973304)	14.2K	QoQ +37.11% (+3.8K) YoY +28.70% (+3.2K)	All Managers (Combined)	$598.6K	0.1% ($598.6K/$609.4M)	QoQ +21.03% (+$104.0K) YoY +21.55% (+$106.2K)
KINDER MORGAN, INC.(KMIcusip49456B101)	21.0K	QoQ +5.15% (+1.0K) YoY +20.85% (+3.6K)	All Managers (Combined)	$597.9K	0.1% ($597.9K/$609.4M)	QoQ +9.49% (+$51.8K) YoY +88.00% (+$279.9K)
(cusip46436E726)✕	26.7K	QoQ +7.41% (+1.8K) YoY +58.24% (+9.8K)	All Managers (Combined)	$579.3K	0.1% ($579.3K/$609.4M)	QoQ +9.21% (+$48.9K) YoY +60.61% (+$218.6K)
KIMBERLY CLARK CORP(KMBcusip494368103)	4.1K	QoQ -41.61% (-2.9K) YoY -43.36% (-3.1K)	All Managers (Combined)	$577.6K	0.1% ($577.6K/$609.4M)	QoQ -36.63% (-$333.9K) YoY -37.73% (-$350.0K)
Prologis, Inc.(PLDcusip74340W103)	5.2K	QoQ +97.66% (+2.5K) YoY +62.11% (+2.0K)	All Managers (Combined)	$576.5K	0.1% ($576.5K/$609.4M)	QoQ +109.08% (+$300.8K) YoY +39.19% (+$162.3K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	607	QoQ +9.76% (+54) YoY +11.99% (+65)	All Managers (Combined)	$574.4K	0.1% ($574.4K/$609.4M)	QoQ +13.39% (+$67.9K) YoY +44.60% (+$177.2K)