McGlone Suttner Wealth Management, Inc. Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$609.4B
Holdings
189
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (189 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 3,585,004 | $118.3B | 19.41% | |
| 2 | IUSVISHARES TR | 594,098 | $54.8B | 9.00% | |
| 3 | SCHXSCHWAB STRATEGIC TR | 2,018,017 | $44.6B | 7.31% | |
| 4 | AVUSAMERICAN CENTY ETF TR | 476,382 | $44.0B | 7.22% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 931,524 | $42.5B | 6.98% | |
| 6 | CGCPCAPITAL GRP FIXED INCM ETF T | 1,256,274 | $28.2B | 4.63% | |
| 7 | DFIVDIMENSIONAL ETF TRUST | 708,766 | $27.9B | 4.58% | |
| 8 | FHLCFIDELITY COVINGTON TRUST | 259,445 | $17.7B | 2.91% | |
| 9 | CGXUCAPITAL GROUP INTL FOCUS EQT | 678,218 | $16.6B | 2.72% | |
| 10 | IGEBISHARES TR | 262,288 | $11.8B | 1.94% | |
| 11 | DFASDIMENSIONAL ETF TRUST | 194,342 | $11.6B | 1.91% | |
| 12 | IEMGISHARES INC | 207,246 | $11.2B | 1.84% | |
| 13 | AGGISHARES TR | 109,682 | $10.8B | 1.78% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 31,577 | $6.1B | 1.01% | |
| 15 | MSFTMICROSOFT CORP | 16,094 | $6.0B | 0.99% | |
| 16 | FDVVFIDELITY COVINGTON TRUST | 112,368 | $5.6B | 0.91% | |
| 17 | VYMVANGUARD WHITEHALL FDS | 40,619 | $5.2B | 0.86% | |
| 18 | AAPLAPPLE INC | 23,195 | $5.2B | 0.85% | |
| 19 | IJHISHARES TR | 60,381 | $3.5B | 0.58% | |
| 20 | NVDANVIDIA CORPORATION | 31,438 | $3.4B | 0.56% | |
| 21 | IBDQISHARES TR | 134,764 | $3.4B | 0.56% | |
| 22 | GOOGLALPHABET INC | 19,301 | $3.0B | 0.49% | |
| 23 | IBDRISHARES TR | 113,187 | $2.7B | 0.45% | |
| 24 | JPMJPMORGAN CHASE & CO. | 10,449 | $2.6B | 0.42% | |
| 25 | PGPROCTER AND GAMBLE CO | 14,736 | $2.5B | 0.41% | |
| 26 | METAMETA PLATFORMS INC | 4,118 | $2.4B | 0.39% | |
| 27 | ABBVABBVIE INC | 11,044 | $2.3B | 0.38% | |
| 28 | IJRISHARES TR | 21,666 | $2.3B | 0.37% | |
| 29 | AMZNAMAZON COM INC | 11,825 | $2.2B | 0.37% | |
| 30 | VTIVANGUARD INDEX FDS | 7,803 | $2.1B | 0.35% | |
| 31 | IBDYISHARES TR | 83,092 | $2.1B | 0.35% | |
| 32 | IVVISHARES TR | 3,415 | $1.9B | 0.31% | |
| 33 | ITOTISHARES TR | 15,670 | $1.9B | 0.31% | |
| 34 | SDYSPDR SER TR | 13,922 | $1.9B | 0.31% | |
| 35 | WMTWALMART INC | 21,126 | $1.9B | 0.30% | |
| 36 | XOMEXXON MOBIL CORP | 15,442 | $1.8B | 0.30% | |
| 37 | HDHOME DEPOT INC | 4,606 | $1.7B | 0.28% | |
| 38 | CGMUCAPITAL GRP FIXED INCM ETF T | 62,070 | $1.7B | 0.27% | |
| 39 | IBDSISHARES TR | 68,325 | $1.7B | 0.27% | |
| 40 | JNJJOHNSON & JOHNSON | 9,871 | $1.6B | 0.27% | |
| 41 | VBRVANGUARD INDEX FDS | 8,432 | $1.6B | 0.26% | |
| 42 | VTEBVANGUARD MUN BD FDS | 31,358 | $1.6B | 0.26% | |
| 43 | IVWISHARES TR | 16,507 | $1.5B | 0.25% | |
| 44 | IBDTISHARES TR | 59,698 | $1.5B | 0.25% | |
| 45 | METMETLIFE INC | 18,578 | $1.5B | 0.24% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,660 | $1.4B | 0.23% | |
| 47 | SPYVSPDR SER TR | 27,245 | $1.4B | 0.23% | |
| 48 | CSCOCISCO SYS INC | 22,193 | $1.4B | 0.22% | |
| 49 | MRKMERCK & CO INC | 15,063 | $1.4B | 0.22% | |
| 50 | CATCATERPILLAR INC | 3,968 | $1.3B | 0.21% | |
| 51 | MCDMCDONALDS CORP | 4,174 | $1.3B | 0.21% | |
| 52 | IBDWISHARES TR | 61,890 | $1.3B | 0.21% | |
| 53 | KOCOCA COLA CO | 17,296 | $1.2B | 0.20% | |
| 54 | FFLGFIDELITY COVINGTON TRUST | 55,331 | $1.2B | 0.20% | |
| 55 | WECWEC ENERGY GROUP INC | 11,219 | $1.2B | 0.20% | |
| 56 | COPCONOCOPHILLIPS | 11,568 | $1.2B | 0.20% | |
| 57 | BACBANK AMERICA CORP | 28,502 | $1.2B | 0.20% | |
| 58 | ABTABBOTT LABS | 8,966 | $1.2B | 0.20% | |
| 59 | SCHDSCHWAB STRATEGIC TR | 41,014 | $1.1B | 0.19% | |
| 60 | UNHUNITEDHEALTH GROUP INC | 2,181 | $1.1B | 0.19% | |
| 61 | FBCGFIDELITY COVINGTON TRUST | 28,507 | $1.1B | 0.19% | |
| 62 | TSLATESLA INC | 4,395 | $1.1B | 0.19% | |
| 63 | IBDXISHARES TR | 44,691 | $1.1B | 0.18% | |
| 64 | SPYGSPDR SER TR | 13,850 | $1.1B | 0.18% | |
| 65 | PEPPEPSICO INC | 7,195 | $1.1B | 0.18% | |
| 66 | AVGOBROADCOM INC | 6,268 | $1.0B | 0.17% | |
| 67 | AQLTISHARES TR | 13,706 | $1.0B | 0.17% | |
| 68 | AMATAPPLIED MATLS INC | 7,020 | $1.0B | 0.17% | |
| 69 | 4I1PHILIP MORRIS INTL INC | 6,072 | $963.8M | 0.16% | |
| 70 | VHTVANGUARD WORLD FD | 3,493 | $924.7M | 0.15% | |
| 71 | CVXCHEVRON CORP NEW | 5,515 | $922.6M | 0.15% | |
| 72 | NFLXNETFLIX INC | 975 | $909.2M | 0.15% | |
| 73 | BLKBLACKROCK INC | 953 | $902.1M | 0.15% | |
| 74 | WFCWELLS FARGO CO NEW | 12,551 | $901.0M | 0.15% | |
| 75 | AXPAMERICAN EXPRESS CO | 3,348 | $900.9M | 0.15% | |
| 76 | PHPARKER-HANNIFIN CORP | 1,476 | $897.0M | 0.15% | |
| 77 | LLYELI LILLY & CO | 1,052 | $869.0M | 0.14% | |
| 78 | PRUPRUDENTIAL FINL INC | 7,763 | $866.9M | 0.14% | |
| 79 | IVEISHARES TR | 4,472 | $852.3M | 0.14% | |
| 80 | IBMINTERNATIONAL BUSINESS MACHS | 3,410 | $847.9M | 0.14% | |
| 81 | CRMSALESFORCE INC | 3,053 | $819.2M | 0.13% | |
| 82 | GDGENERAL DYNAMICS CORP | 2,998 | $817.3M | 0.13% | |
| 83 | SOSOUTHERN CO | 8,565 | $787.5M | 0.13% | |
| 84 | XLUSELECT SECTOR SPDR TR | 9,922 | $782.3M | 0.13% | |
| 85 | BACVERIZON COMMUNICATIONS INC | 16,762 | $760.3M | 0.12% | |
| 86 | IBDUISHARES TR | 32,825 | $759.2M | 0.12% | |
| 87 | QCOMQUALCOMM INC | 4,605 | $707.3M | 0.12% | |
| 88 | BKBANK NEW YORK MELLON CORP | 8,161 | $684.5M | 0.11% | |
| 89 | HIGHARTFORD INSURANCE GROUP INC | 5,532 | $684.4M | 0.11% | |
| 90 | TAT&T INC | 23,902 | $676.0M | 0.11% | |
| 91 | WPCWP CAREY INC | 10,071 | $635.6M | 0.10% | |
| 92 | AEPAMERICAN ELEC PWR CO INC | 5,794 | $633.1M | 0.10% | |
| 93 | PLTRPALANTIR TECHNOLOGIES INC | 7,314 | $617.3M | 0.10% | |
| 94 | AJGGALLAGHER ARTHUR J & CO | 1,748 | $603.4M | 0.10% | |
| 95 | USBUS BANCORP DEL | 14,179 | $598.6M | 0.10% | |
| 96 | KMIKINDER MORGAN INC DEL | 20,956 | $597.9M | 0.10% | |
| 97 | IBDVISHARES TR | 26,671 | $579.3M | 0.10% | |
| 98 | KMBKIMBERLY-CLARK CORP | 4,061 | $577.6M | 0.09% | |
| 99 | PLDPROLOGIS INC. | 5,157 | $576.5M | 0.09% | |
| 100 | COSTCOSTCO WHSL CORP NEW | 607 | $574.4M | 0.09% |
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