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CIK: 0001964819
Total reported value
$852.4M
$852.4M
176 檔
36.2%
At the close of Q4 2024, McGlone Suttner Wealth Management, Inc. disclosed equity holdings valued at approximately $852.4M, spread across 176 reported holdings.
In Q4 2024, McGlone Suttner Wealth Management, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 20.54% | +0.42% | +28.50% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.97% | -0.26% | +31.10% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.75% | +0.13% | +297.40% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.60% | +0.26% | +35.81% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.71% | -0.50% | +38.27% | |
| 6 | CGCP | Cap Group Core Plus Income | ETF-Other | 4.48% | -0.32% | +40.97% | |
| 7 | DFIV | Dimensional International Va | ETF-Other | 4.16% | -0.46% | +31.56% | |
| 8 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.78% | -0.19% | +36.88% | |
| 9 | CGXU | Cap Group Intl Focus | ETF-Other | 2.72% | +0.09% | +31.63% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.07% | +0.12% | +35.23% | |
| 11 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.87% | -0.12% | +40.18% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.79% | +0.14% | +34.33% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.70% | -0.09% | +40.91% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.08% | +14.35% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.06% | -0.02% | +11.45% | |
| 16 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.92% | -0.02% | +25.03% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.90% | +0.09% | +9.61% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.89% | -0.04% | +13.22% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.02% | -0.77% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.61% | — | +16.64% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.09% | +4.61% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.47% | — | — | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.44% | -0.07% | +48.09% | |
| 24 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.44% | — | +36.96% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.44% | +0.02% | +19.75% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.41% | -0.01% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.01% | +3.61% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | — | +3.55% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.02% | +13.40% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | +0.01% | +0.50% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.05% | +3.02% | |
| 32 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 0.34% | -0.04% | +2.52% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.34% | +0.01% | +14.07% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.31% | -0.02% | +20.80% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | +0.01% | +0.19% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.30% | -0.01% | +21.94% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.05% | +6.41% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | — | +3.29% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.03% | +18.16% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | — | +8.72% | |
| 41 | CGMU | Cap Group Municipal Income | ETF-Other | 0.28% | -0.02% | +4.38% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.28% | — | +10.23% | |
| 43 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.28% | -0.01% | +55.66% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.01% | +7.22% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.11% | +11.98% | |
| 46 | MET | Metlife Inc | Stock-Financials | 0.23% | +0.02% | +4.65% | |
| 47 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-Other | 0.23% | +0.02% | +1.28% | |
| 48 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.22% | +0.02% | — | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | +0.06% | -0.52% | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.21% | +0.28% | +83.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +0.8% | +28.50% | Add |
| 2 | AVUS | Avantis U.s. Equity ETF | +0.8% | +35.81% | Add |
| 3 | SCHX | Schwab US Large-cap ETF | +0.6% | +297.40% | Add |
| 4 | IWV | Ishares Russell 3000 ETF | +0.5% | NEW | New buy |
| 5 | FBND | Fidelity Total Bond ETF | +0.4% | +38.27% | Add |
| 6 | IWD | Ishares Russell 1000 Value E | +0.4% | NEW | New buy |
| 7 | CGCP | Cap Group Core Plus Income | +0.4% | +40.97% | Add |
| 8 | FBCG | Fidelity Blue Chip Grow ETF | +0.2% | NEW | New buy |
| 9 | IUSV | Ishares Core S&p U.s. Value | +0.2% | +31.10% | Add |
| 10 | DFAS | Dimensional US Small Cap ETF | +0.2% | +35.23% | Add |
| 11 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 12 | IGEB | Ishares Investment Grade Sys | +0.1% | +40.18% | Add |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.1% | +40.91% | Add |
| 14 | DFAT | Dimensional US Target Value | +0.1% | NEW | New buy |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 16 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +48.09% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +3.29% | Add |
| 18 | KMB | Kimberly-clark CORP | +0.1% | +131.40% | Add |
| 19 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 20 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | NEW | New buy |
| 21 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +55.66% | Add |
| 22 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 23 | IBDQ | Ishares Ibonds Dec 2025 Term | 0% | +36.96% | Add |
| 24 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +57.56% | Add |
| 25 | AMAT | Applied Materials Inc | 0% | +83.86% | Add |
| 26 | CRM | Salesforce Inc | 0% | +24.00% | Add |
| 27 | FDVV | Fidelity High Dividend ETF | — | +25.03% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | +3.61% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +4.61% | Add |
| 30 | IJR | Ishares Core S&p Small-cap E | 0% | +19.75% | Add |
| 31 | IEMG | Ishares Core Msci Emerging | 0% | +34.33% | Add |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +3.55% | Add |
| 33 | FHLC | Fidelity Msci Health Care | 0% | +36.88% | Add |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | +16.64% | Add |
| 35 | AAPL | Apple Inc | -0.1% | +9.61% | Add |
| 36 | HSY | Hershey Co/the | -0.1% | EXIT | Sold out |
| 37 | DFIV | Dimensional International Va | -0.1% | +31.56% | Add |
| 38 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +13.22% | Add |
| 39 | PLD | Prologis Inc | -0.1% | -51.89% | Trim |
| 40 | DOW | Dow Inc | -0.1% | -47.35% | Trim |
| 41 | NVDA | Nvidia CORP | -0.1% | -0.77% | Trim |
| 42 | CGXU | Cap Group Intl Focus | -0.1% | +31.63% | Add |
| 43 | COP | Conocophillips | -0.1% | -26.41% | Trim |
| 44 | MSFT | Microsoft CORP | -0.1% | +14.35% | Add |
| 45 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +11.45% | Add |
| 46 | MRK | Merck & Co. Inc. | -0.1% | -19.63% | Trim |
| 47 | PEP | Pepsico Inc | -0.2% | -41.27% | Trim |
| 48 | JNJ | Johnson & Johnson | -0.2% | -36.60% | Trim |
| 49 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 50 | IBDP | Ishares Ibonds Dec 2024 Term | -0.5% | EXIT | Sold out |
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 176 disclosed positions in Q4 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 36.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
IWV
市值: $2.8M
Top Position Liquidated / Trimmed
IBDP
前期市值: $2.2M
During Q4 2024, McGlone Suttner Wealth Management, Inc.'s top holdings by market value included DFAC (20.5%)、IUSV (9.0%)、SCHX (7.8%). The largest single position, DFAC, represented 20.5% of total portfolio value.
In Q4 2024, McGlone Suttner Wealth Management, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 31 positions, trimming 7 holdings, and fully liquidating 3 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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