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",
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  "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",
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  "SNPS",
  "TXN",
  "TJX",
  "VNQ",
  "MET",
  "RCL",
  "VOE",
  null,
  null,
  null,
  null,
  null,
  null,
  "EME",
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  "VYM",
  "VRTX",
  "K",
  "SDY",
  "F",
  "WEC",
  "AJG",
  "CAH",
  "AEP",
  "PEG",
  "AMZN",
  "IVE",
  null,
  null,
  "HBAN",
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  "USB",
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  "VEA",
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  "VBR",
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  "VTV",
  "V",
  "WMT",
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  "WPC",
  "SCHD",
  "NSC",
  "JCI",
  "LH",
  "SO",
  "CRM",
  "SPOT",
  null,
  "IXUS",
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  "BK",
  "BRK-B",
  "BDX",
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  "CASY",
  "CVX",
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  "CSCO",
  "C",
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  "CMCSA",
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  null,
  null,
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  null,
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  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "ITOT",
  "VTI",
  "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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Palo Alto Networks Inc

PANW|697435105

Shares:2.0K

Value:$341.6K

% of Portfolio:0.1% ($341.6K/$609.4M)

DOW INC.

DOW|260557103

Shares:9.6K

Value:$335.9K

% of Portfolio:0.1% ($335.9K/$609.4M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:8.5K

Value:$334.4K

% of Portfolio:0.1% ($334.4K/$609.4M)

922908736

VUG|922908736

Shares:897

Value:$332.6K

% of Portfolio:0.1% ($332.6K/$609.4M)

STRYKER CORP

SYK|863667101

Shares:888

Value:$330.6K

% of Portfolio:0.1% ($330.6K/$609.4M)

922908538

VOT|922908538

Shares:1.3K

Value:$324.2K

% of Portfolio:0.1% ($324.2K/$609.4M)

CINTAS CORP

CTAS|172908105

Shares:1.6K

Value:$323.0K

% of Portfolio:0.1% ($323.0K/$609.4M)

922908553

VNQ|922908553

Shares:3.5K

Value:$321.0K

% of Portfolio:0.1% ($321.0K/$609.4M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.3K

Value:$310.0K

% of Portfolio:0.1% ($310.0K/$609.4M)

46432F834

IXUS|46432F834

Shares:4.4K

Value:$306.6K

% of Portfolio:0.1% ($306.6K/$609.4M)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.3K

Value:$304.7K

% of Portfolio:0.1% ($304.7K/$609.4M)

DEERE & CO

DE|244199105

Shares:625

Value:$293.4K

% of Portfolio:0.0% ($293.4K/$609.4M)

Johnson Controls International plc

JCI|G51502105

Shares:3.7K

Value:$292.7K

% of Portfolio:0.0% ($292.7K/$609.4M)

Medtronic plc

MDT|G5960L103

Shares:3.2K

Value:$290.6K

% of Portfolio:0.0% ($290.6K/$609.4M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.4K

Value:$288.0K

% of Portfolio:0.0% ($288.0K/$609.4M)

78464A664

Shares:10.4K

Value:$282.2K

% of Portfolio:0.0% ($282.2K/$609.4M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:571

Value:$276.8K

% of Portfolio:0.0% ($276.8K/$609.4M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.5K

Value:$276.4K

% of Portfolio:0.0% ($276.4K/$609.4M)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

Shares:2.4K

Value:$269.4K

% of Portfolio:0.0% ($269.4K/$609.4M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:3.5K

Value:$260.9K

% of Portfolio:0.0% ($260.9K/$609.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palo Alto Networks Inc(PANWcusip697435105)	2.0K	QoQ -3.05% (-63) YoY +77.32% (+873)	All Managers (Combined)	$341.6K	0.1% ($341.6K/$609.4M)	QoQ -9.08% (-$34.1K) YoY +6.49% (+$20.8K)
DOW INC.(DOWcusip260557103)	9.6K	QoQ +64.56% (+3.8K) YoY -2.84% (-282)	All Managers (Combined)	$335.9K	0.1% ($335.9K/$609.4M)	QoQ +43.21% (+$101.4K) YoY -41.43% (-$237.7K)
FIFTH THIRD BANCORP(FITBcusip316773100)	8.5K	QoQ -2.39% (-209) YoY +0.79% (+67)	All Managers (Combined)	$334.4K	0.1% ($334.4K/$609.4M)	QoQ -9.49% (-$35.1K) YoY +6.17% (+$19.5K)
(VUGcusip922908736)	897	QoQ NEW(+897) YoY NEW(+897)	All Managers (Combined)	$332.6K	0.1% ($332.6K/$609.4M)	QoQ NEW(+$332.6K) YoY NEW(+$332.6K)
STRYKER CORP(SYKcusip863667101)	888	QoQ +5.46% (+46) YoY NEW(+888)	All Managers (Combined)	$330.6K	0.1% ($330.6K/$609.4M)	QoQ +9.11% (+$27.6K) YoY NEW(+$330.6K)
(VOTcusip922908538)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$324.2K	0.1% ($324.2K/$609.4M)	QoQ NEW(+$324.2K) YoY NEW(+$324.2K)
CINTAS CORP(CTAScusip172908105)	1.6K	QoQ +25.45% (+319) YoY NEW(+1.6K)	All Managers (Combined)	$323.0K	0.1% ($323.0K/$609.4M)	QoQ +41.09% (+$94.1K) YoY NEW(+$323.0K)
(VNQcusip922908553)	3.5K	QoQ -1.80% (-65) YoY -0.81% (-29)	All Managers (Combined)	$321.0K	0.1% ($321.0K/$609.4M)	QoQ -0.18% (-$581) YoY +3.84% (-$11.9K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.3K	QoQ +34.53% (+336) YoY NEW(+1.3K)	All Managers (Combined)	$310.0K	0.1% ($310.0K/$609.4M)	QoQ +35.75% (+$81.7K) YoY NEW(+$310.0K)
(IXUScusip46432F834)	4.4K	QoQ -39.67% (-2.9K) YoY -53.60% (-5.1K)	All Managers (Combined)	$306.6K	0.1% ($306.6K/$609.4M)	QoQ -36.32% (-$174.9K) YoY -52.26% (-$335.7K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$304.7K	0.1% ($304.7K/$609.4M)	QoQ NEW(+$304.7K) YoY NEW(+$304.7K)
DEERE & CO(DEcusip244199105)	625	QoQ NEW(+625) YoY NEW(+625)	All Managers (Combined)	$293.4K	0.0% ($293.4K/$609.4M)	QoQ NEW(+$293.4K) YoY NEW(+$293.4K)
Johnson Controls International plc(JCIcusipG51502105)	3.7K	QoQ +7.53% (+256) YoY +18.90% (+581)	All Managers (Combined)	$292.7K	0.0% ($292.7K/$609.4M)	QoQ +9.12% (+$24.5K) YoY +45.83% (+$92.0K)
Medtronic plc(MDTcusipG5960L103)	3.2K	QoQ NEW(+3.2K) YoY -1.94% (-64)	All Managers (Combined)	$290.6K	0.0% ($290.6K/$609.4M)	QoQ NEW(+$290.6K) YoY +1.10% (-$3.2K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.4K	QoQ +22.96% (+257) YoY NEW(+1.4K)	All Managers (Combined)	$288.0K	0.0% ($288.0K/$609.4M)	QoQ +22.42% (+$52.7K) YoY NEW(+$288.0K)
(cusip78464A664)✕	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$282.2K	0.0% ($282.2K/$609.4M)	QoQ NEW(+$282.2K) YoY NEW(+$282.2K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	571	QoQ NEW(+571) YoY NEW(+571)	All Managers (Combined)	$276.8K	0.0% ($276.8K/$609.4M)	QoQ NEW(+$276.8K) YoY NEW(+$276.8K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.5K	QoQ +6.28% (+91) YoY +15.46% (+206)	All Managers (Combined)	$276.4K	0.0% ($276.4K/$609.4M)	QoQ +1.84% (+$5.0K) YoY +19.08% (+$44.3K)
LAMAR ADVERTISING CO/NEW(LAMRcusip512816109)	2.4K	QoQ -0.96% (-23) YoY +6.95% (+154)	All Managers (Combined)	$269.4K	0.0% ($269.4K/$609.4M)	QoQ -7.43% (-$21.6K) YoY +1.95% (+$5.2K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	3.5K	QoQ 0.00% (-0) YoY -4.19% (-153)	All Managers (Combined)	$260.9K	0.0% ($260.9K/$609.4M)	QoQ -7.52% (-$21.2K) YoY -3.53% (-$9.6K)