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CIK: 0001964819
Total reported value
$852.4M
$852.4M
168 檔
27.5%
As reported in its official Q3 2024 Form 13F filing, McGlone Suttner Wealth Management, Inc.'s tracked investment portfolio stood at $852.4M with 168 total positions.
McGlone Suttner Wealth Management, Inc. executed strategic sector rebalancing during Q3 2024, establishing 4 new positions while fully exiting 4 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 19.74% | +0.42% | -39.82% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.79% | -0.26% | -18.03% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.11% | +0.13% | -22.08% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.84% | +0.26% | +2221.30% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.30% | -0.50% | -15.20% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.23% | -0.46% | -4.38% | |
| 7 | CGCP | Cap Group Core Plus Income | ETF-Other | 4.12% | -0.32% | -17.92% | |
| 8 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.82% | -0.19% | -20.53% | |
| 9 | CGXU | Cap Group Intl Focus | ETF-Other | 2.82% | +0.09% | -9.57% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.90% | +0.12% | -21.26% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.82% | +0.14% | -21.97% | |
| 12 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.74% | -0.12% | +34.66% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.57% | -0.09% | -12.77% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | -0.08% | -4.94% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.20% | -0.02% | -17.05% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.98% | -0.04% | -19.21% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.95% | +0.09% | -9.26% | |
| 18 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.92% | -0.02% | -19.73% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.02% | +990.32% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.65% | — | +296.46% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.09% | +10.27% | |
| 22 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.46% | — | +7.70% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | +0.02% | -13.29% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.01% | +1.11% | |
| 25 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.44% | -0.04% | +16.03% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.02% | -0.60% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.05% | +16.01% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.01% | +12.83% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.01% | +23.32% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | — | +20.01% | |
| 31 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.40% | — | +31.26% | |
| 32 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.37% | -0.07% | +33.21% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.36% | +0.01% | -21.68% | |
| 34 | CGMU | Cap Group Municipal Income | ETF-Other | 0.34% | -0.02% | +598.45% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.34% | -0.02% | -20.90% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.01% | +21.18% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | -0.01% | +23.43% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.32% | — | -21.56% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.31% | -0.01% | -35.90% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.31% | — | -20.37% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.05% | +195.55% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.03% | +10.74% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.30% | +0.06% | +14.58% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.03% | -13.29% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.11% | -3.55% | |
| 46 | MET | Metlife Inc | Stock-Financials | 0.28% | +0.02% | +32.32% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | +0.06% | +1109.47% | |
| 48 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-Other | 0.26% | +0.02% | +5.00% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.26% | -0.02% | -4.42% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.26% | -0.03% | +35.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +6.6% | +2221.30% | Add |
| 2 | IGEB | Ishares Investment Grade Sys | +0.5% | +34.66% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +990.32% | Add |
| 4 | CGMU | Cap Group Municipal Income | +0.3% | +598.45% | Add |
| 5 | DFIV | Dimensional International Va | +0.3% | -4.38% | Trim |
| 6 | META | Meta Platforms Inc-class A | +0.2% | +16.01% | Add |
| 7 | PH | Parker Hannifin CORP | +0.2% | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +10.27% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +23.32% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +20.01% | Add |
| 11 | ABBV | Abbvie Inc | +0.1% | +12.83% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | +1109.47% | Add |
| 13 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +83.82% | Add |
| 14 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.1% | +94.27% | Add |
| 15 | MET | Metlife Inc | +0.1% | +32.32% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | +14.58% | Add |
| 17 | MSFT | Microsoft CORP | +0.1% | -4.94% | Trim |
| 18 | EME | Emcor Group Inc | +0.1% | NEW | New buy |
| 19 | WMT | Walmart Inc | +0.1% | +195.55% | Add |
| 20 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +31.26% | Add |
| 21 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +33.21% | Add |
| 22 | HD | Home Depot Inc | +0.1% | +21.18% | Add |
| 23 | AXP | American Express Co | +0.1% | +32.97% | Add |
| 24 | AAPL | Apple Inc | +0.1% | -9.26% | Trim |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.11% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | +24.92% | Add |
| 27 | IBDZ | Isharesibondsdec2034tmcorp | +0.1% | NEW | New buy |
| 28 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 29 | NFLX | Netflix Inc | +0.1% | +70.70% | Add |
| 30 | HIG | Hartford Insurance Group Inc | +0.1% | +62.12% | Add |
| 31 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -19.21% | Trim |
| 32 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +296.46% | Add |
| 33 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -34.02% | Trim |
| 34 | CVX | Chevron CORP | -0.1% | -29.24% | Trim |
| 35 | AMAT | Applied Materials Inc | -0.1% | -49.81% | Trim |
| 36 | KMB | Kimberly-clark CORP | -0.1% | -60.53% | Trim |
| 37 | INTC | Intel CORP | -0.1% | EXIT | Sold out |
| 38 | DFAT | Dimensional US Target Value | -0.1% | EXIT | Sold out |
| 39 | FBCG | Fidelity Blue Chip Grow ETF | -0.2% | EXIT | Sold out |
| 40 | AGG | Ishares Core U.s. Aggregate | -0.2% | -12.77% | Trim |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -35.90% | Trim |
| 42 | IEMG | Ishares Core Msci Emerging | -0.2% | -21.97% | Trim |
| 43 | DFAS | Dimensional US Small Cap ETF | -0.3% | -21.26% | Trim |
| 44 | FHLC | Fidelity Msci Health Care | -0.3% | -20.53% | Trim |
| 45 | SCHX | Schwab US Large-cap ETF | -0.4% | -22.08% | Trim |
| 46 | IUSV | Ishares Core S&p U.s. Value | -0.6% | -18.03% | Trim |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | -0.7% | EXIT | Sold out |
| 48 | CGCP | Cap Group Core Plus Income | -0.8% | -17.92% | Trim |
| 49 | FBND | Fidelity Total Bond ETF | -0.9% | -15.20% | Trim |
| 50 | DFAC | Dimensional US Core Equity 2 | -7.9% | -39.82% | Trim |
According to official SEC Form 13F filings, McGlone Suttner Wealth Management, Inc. reported a total U.S. public equity portfolio value of $852.4M across 168 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, IUSV, SCHX) accounted for 27.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
PH
市值: $766.1K
Top Position Liquidated / Trimmed
IGSB
前期市值: $3.6M
During Q3 2024, McGlone Suttner Wealth Management, Inc.'s top holdings by market value included DFAC (19.7%)、IUSV (8.8%)、SCHX (7.1%). The largest single position, DFAC, represented 19.7% of total portfolio value.
In Q3 2024, McGlone Suttner Wealth Management, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 24 positions, trimming 18 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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