13F HOLDINGS REPORT
McGlone Suttner Wealth Management, Inc.
Quarter ended Q1 2025 · Filed April 29, 2025 · Accession 0001964819-25-000002
Total Value
$609.4M
Positions
189
Other Managers
0
Confidential Omitted
No
Holdings (189)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 3,585,004 | $118.3M | 19.41% |
| 2 | ISHARES TR | 464287663 | 594,098 | $54.8M | 9.00% |
| 3 | SCHWAB STRATEGIC TR | 808524201 | 2,018,017 | $44.6M | 7.31% |
| 4 | AMERICAN CENTY ETF TR | 025072885 | 476,382 | $44.0M | 7.22% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 931,524 | $42.5M | 6.98% |
| 6 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 1,256,274 | $28.2M | 4.63% |
| 7 | DIMENSIONAL ETF TRUST | 25434V807 | 708,766 | $27.9M | 4.58% |
| 8 | FIDELITY COVINGTON TRUST | 316092600 | 259,445 | $17.7M | 2.91% |
| 9 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 678,218 | $16.6M | 2.72% |
| 10 | ISHARES TR | 46435G219 | 262,288 | $11.8M | 1.94% |
| 11 | DIMENSIONAL ETF TRUST | 25434V500 | 194,342 | $11.6M | 1.91% |
| 12 | ISHARES INC | 46434G103 | 207,246 | $11.2M | 1.84% |
| 13 | ISHARES TR | 464287226 | 109,682 | $10.8M | 1.78% |
| 14 | VANGUARD SPECIALIZED FUNDS | 921908844 | 31,577 | $6.1M | 1.01% |
| 15 | MICROSOFT CORP | MSFT | 16,094 | $6.0M | 0.99% |
| 16 | FIDELITY COVINGTON TRUST | 316092840 | 112,368 | $5.6M | 0.91% |
| 17 | VANGUARD WHITEHALL FDS | 921946406 | 40,619 | $5.2M | 0.86% |
| 18 | APPLE INC | AAPL | 23,195 | $5.2M | 0.85% |
| 19 | ISHARES TR | 464287507 | 60,381 | $3.5M | 0.58% |
| 20 | NVIDIA CORPORATION | NVDA | 31,438 | $3.4M | 0.56% |
| 21 | ISHARES TR | 46434VBD1 | 134,764 | $3.4M | 0.56% |
| 22 | ALPHABET INC | GOOG | 19,301 | $3.0M | 0.49% |
| 23 | ISHARES TR | 46435GAA0 | 113,187 | $2.7M | 0.45% |
| 24 | JPMORGAN CHASE & CO. | VYLD | 10,449 | $2.6M | 0.42% |
| 25 | PROCTER AND GAMBLE CO | 742718109 | 14,736 | $2.5M | 0.41% |
| 26 | META PLATFORMS INC | META | 4,118 | $2.4M | 0.39% |
| 27 | ABBVIE INC | ABBV | 11,044 | $2.3M | 0.38% |
| 28 | ISHARES TR | 464287804 | 21,666 | $2.3M | 0.37% |
| 29 | AMAZON COM INC | AMZN | 11,825 | $2.2M | 0.37% |
| 30 | VANGUARD INDEX FDS | 922908769 | 7,803 | $2.1M | 0.35% |
| 31 | ISHARES TR | 46436E130 | 83,092 | $2.1M | 0.35% |
| 32 | ISHARES TR | 464287200 | 3,415 | $1.9M | 0.31% |
| 33 | ISHARES TR | 464287150 | 15,670 | $1.9M | 0.31% |
| 34 | SPDR SER TR | 78464A763 | 13,922 | $1.9M | 0.31% |
| 35 | WALMART INC | WMT | 21,126 | $1.9M | 0.30% |
| 36 | EXXON MOBIL CORP | XOM | 15,442 | $1.8M | 0.30% |
| 37 | HOME DEPOT INC | HD | 4,606 | $1.7M | 0.28% |
| 38 | CAPITAL GRP FIXED INCM ETF T | 14020Y201 | 62,070 | $1.7M | 0.27% |
| 39 | ISHARES TR | 46435UAA9 | 68,325 | $1.7M | 0.27% |
| 40 | JOHNSON & JOHNSON | JNJ | 9,871 | $1.6M | 0.27% |
| 41 | VANGUARD INDEX FDS | 922908611 | 8,432 | $1.6M | 0.26% |
| 42 | VANGUARD MUN BD FDS | 922907746 | 31,358 | $1.6M | 0.26% |
| 43 | ISHARES TR | 464287309 | 16,507 | $1.5M | 0.25% |
| 44 | ISHARES TR | 46435U515 | 59,698 | $1.5M | 0.25% |
| 45 | METLIFE INC | MET-PF | 18,578 | $1.5M | 0.24% |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,660 | $1.4M | 0.23% |
| 47 | SPDR SER TR | 78464A508 | 27,245 | $1.4M | 0.23% |
| 48 | CISCO SYS INC | CSCO | 22,193 | $1.4M | 0.22% |
| 49 | MERCK & CO INC | MRK | 15,063 | $1.4M | 0.22% |
| 50 | CATERPILLAR INC | CAT | 3,968 | $1.3M | 0.21% |
| 51 | MCDONALDS CORP | MCD | 4,174 | $1.3M | 0.21% |
| 52 | ISHARES TR | 46436E486 | 61,890 | $1.3M | 0.21% |
| 53 | COCA COLA CO | KO | 17,296 | $1.2M | 0.20% |
| 54 | FIDELITY COVINGTON TRUST | 316092337 | 55,331 | $1.2M | 0.20% |
| 55 | WEC ENERGY GROUP INC | WEC | 11,219 | $1.2M | 0.20% |
| 56 | CONOCOPHILLIPS | COP | 11,568 | $1.2M | 0.20% |
| 57 | BANK AMERICA CORP | 060505104 | 28,502 | $1.2M | 0.20% |
| 58 | ABBOTT LABS | ABLZF | 8,966 | $1.2M | 0.20% |
| 59 | SCHWAB STRATEGIC TR | 808524797 | 41,014 | $1.1M | 0.19% |
| 60 | UNITEDHEALTH GROUP INC | UNH | 2,181 | $1.1M | 0.19% |
| 61 | FIDELITY COVINGTON TRUST | 316092352 | 28,507 | $1.1M | 0.19% |
| 62 | TESLA INC | TSLA | 4,395 | $1.1M | 0.19% |
| 63 | ISHARES TR | 46436E312 | 44,691 | $1.1M | 0.18% |
| 64 | SPDR SER TR | 78464A409 | 13,850 | $1.1M | 0.18% |
| 65 | PEPSICO INC | PEP | 7,195 | $1.1M | 0.18% |
| 66 | BROADCOM INC | AVGO | 6,268 | $1.0M | 0.17% |
| 67 | ISHARES TR | 46432F842 | 13,706 | $1.0M | 0.17% |
| 68 | APPLIED MATLS INC | 038222105 | 7,020 | $1.0M | 0.17% |
| 69 | PHILIP MORRIS INTL INC | 718172109 | 6,072 | $963,848 | 0.16% |
| 70 | VANGUARD WORLD FD | 92204A504 | 3,493 | $924,651 | 0.15% |
| 71 | CHEVRON CORP NEW | CVX | 5,515 | $922,600 | 0.15% |
| 72 | NETFLIX INC | NFLX | 975 | $909,217 | 0.15% |
| 73 | BLACKROCK INC | BLK | 953 | $902,121 | 0.15% |
| 74 | WELLS FARGO CO NEW | 949746101 | 12,551 | $901,033 | 0.15% |
| 75 | AMERICAN EXPRESS CO | AXP | 3,348 | $900,896 | 0.15% |
| 76 | PARKER-HANNIFIN CORP | PH | 1,476 | $896,971 | 0.15% |
| 77 | ELI LILLY & CO | LLY | 1,052 | $869,027 | 0.14% |
| 78 | PRUDENTIAL FINL INC | PUKPF | 7,763 | $866,923 | 0.14% |
| 79 | ISHARES TR | 464287408 | 4,472 | $852,299 | 0.14% |
| 80 | INTERNATIONAL BUSINESS MACHS | INTR | 3,410 | $847,921 | 0.14% |
| 81 | SALESFORCE INC | CRM | 3,053 | $819,235 | 0.13% |
| 82 | GENERAL DYNAMICS CORP | GD | 2,998 | $817,299 | 0.13% |
| 83 | SOUTHERN CO | SOMN | 8,565 | $787,539 | 0.13% |
| 84 | SELECT SECTOR SPDR TR | 81369Y886 | 9,922 | $782,330 | 0.13% |
| 85 | VERIZON COMMUNICATIONS INC | VZ | 16,762 | $760,311 | 0.12% |
| 86 | ISHARES TR | 46436E205 | 32,825 | $759,237 | 0.12% |
| 87 | QUALCOMM INC | QCOM | 4,605 | $707,301 | 0.12% |
| 88 | BANK NEW YORK MELLON CORP | 064058100 | 8,161 | $684,458 | 0.11% |
| 89 | HARTFORD INSURANCE GROUP INC | HIG-PG | 5,532 | $684,427 | 0.11% |
| 90 | AT&T INC | T-PC | 23,902 | $675,959 | 0.11% |
| 91 | WP CAREY INC | 92936U109 | 10,071 | $635,609 | 0.10% |
| 92 | AMERICAN ELEC PWR CO INC | 025537101 | 5,794 | $633,116 | 0.10% |
| 93 | PALANTIR TECHNOLOGIES INC | PLTR | 7,314 | $617,273 | 0.10% |
| 94 | GALLAGHER ARTHUR J & CO | 363576109 | 1,748 | $603,414 | 0.10% |
| 95 | US BANCORP DEL | USB-PS | 14,179 | $598,643 | 0.10% |
| 96 | KINDER MORGAN INC DEL | EP-PC | 20,956 | $597,885 | 0.10% |
| 97 | ISHARES TR | 46436E726 | 26,671 | $579,285 | 0.10% |
| 98 | KIMBERLY-CLARK CORP | KMB | 4,061 | $577,558 | 0.09% |
| 99 | PROLOGIS INC. | PLDGP | 5,157 | $576,515 | 0.09% |
| 100 | COSTCO WHSL CORP NEW | 22160K105 | 607 | $574,388 | 0.09% |
| 101 | SPDR SER TR | 78464A375 | 17,278 | $574,330 | 0.09% |
| 102 | REPUBLIC SVCS INC | 760759100 | 2,339 | $566,502 | 0.09% |
| 103 | CSX CORP | CSX | 18,996 | $559,058 | 0.09% |
| 104 | EMCOR GROUP INC | EME | 1,489 | $550,364 | 0.09% |
| 105 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,091 | $535,520 | 0.09% |
| 106 | T-MOBILE US INC | TMUSZ | 2,007 | $535,343 | 0.09% |
| 107 | FIDELITY MERRIMACK STR TR | 316188200 | 10,687 | $535,315 | 0.09% |
| 108 | SPOTIFY TECHNOLOGY S A | SPOT | 965 | $530,779 | 0.09% |
| 109 | DIMENSIONAL ETF TRUST | 25434V609 | 10,183 | $524,306 | 0.09% |
| 110 | SPDR S&P 500 ETF TR | SPY | 924 | $516,987 | 0.08% |
| 111 | NEXTERA ENERGY INC | NEE-PW | 7,184 | $509,260 | 0.08% |
| 112 | ORACLE CORP | ORCL-PD | 3,638 | $508,688 | 0.08% |
| 113 | PFIZER INC | PFE | 20,023 | $507,379 | 0.08% |
| 114 | ILLINOIS TOOL WKS INC | 452308109 | 2,003 | $496,666 | 0.08% |
| 115 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 6,031 | $496,379 | 0.08% |
| 116 | BANK FIRST CORP | BFC | 4,875 | $491,108 | 0.08% |
| 117 | SYNOPSYS INC | SNPS | 1,139 | $488,460 | 0.08% |
| 118 | GLOBAL X FDS | 37954Y483 | 28,962 | $481,634 | 0.08% |
| 119 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 17,574 | $479,783 | 0.08% |
| 120 | VISA INC | V | 1,330 | $466,164 | 0.08% |
| 121 | ISHARES TR | 46438G653 | 18,054 | $465,519 | 0.08% |
| 122 | VANGUARD INDEX FDS | 922908744 | 2,688 | $464,286 | 0.08% |
| 123 | PNC FINL SVCS GROUP INC | 693475105 | 2,603 | $457,452 | 0.08% |
| 124 | GILEAD SCIENCES INC | GILD | 4,062 | $455,151 | 0.07% |
| 125 | NICOLET BANKSHARES INC | NIC | 4,085 | $445,121 | 0.07% |
| 126 | ISHARES TR | 46435U853 | 12,030 | $442,831 | 0.07% |
| 127 | 3M CO | MMM | 2,950 | $433,292 | 0.07% |
| 128 | OSHKOSH CORP | OSK | 4,461 | $419,664 | 0.07% |
| 129 | VANGUARD INDEX FDS | 922908512 | 2,595 | $416,567 | 0.07% |
| 130 | LOCKHEED MARTIN CORP | LMT | 879 | $392,668 | 0.06% |
| 131 | ACCENTURE PLC IRELAND | ACN | 1,243 | $387,711 | 0.06% |
| 132 | ALTRIA GROUP INC | MO | 6,324 | $379,593 | 0.06% |
| 133 | MOODYS CORP | MCO | 810 | $377,055 | 0.06% |
| 134 | ISHARES TR | 464287879 | 3,806 | $370,971 | 0.06% |
| 135 | CADENCE DESIGN SYSTEM INC | CDNS | 1,448 | $368,270 | 0.06% |
| 136 | TJX COS INC NEW | 872540109 | 2,957 | $360,126 | 0.06% |
| 137 | COMCAST CORP NEW | CCZ | 9,746 | $359,618 | 0.06% |
| 138 | VANGUARD INTL EQUITY INDEX F | 922042775 | 5,891 | $357,358 | 0.06% |
| 139 | VANGUARD TAX-MANAGED FDS | 921943858 | 6,951 | $353,323 | 0.06% |
| 140 | CROWN CASTLE INC | CCI | 3,294 | $343,317 | 0.06% |
| 141 | PALO ALTO NETWORKS INC | PANW | 2,002 | $341,621 | 0.06% |
| 142 | DOW INC | DOW | 9,619 | $335,909 | 0.06% |
| 143 | FIFTH THIRD BANCORP | FITBM | 8,530 | $334,371 | 0.05% |
| 144 | VANGUARD INDEX FDS | 922908736 | 897 | $332,621 | 0.05% |
| 145 | STRYKER CORPORATION | SYK | 888 | $330,604 | 0.05% |
| 146 | VANGUARD INDEX FDS | 922908538 | 1,325 | $324,244 | 0.05% |
| 147 | CINTAS CORP | CTAS | 1,572 | $323,004 | 0.05% |
| 148 | VANGUARD INDEX FDS | 922908553 | 3,545 | $320,968 | 0.05% |
| 149 | NORFOLK SOUTHN CORP | 655844108 | 1,309 | $310,021 | 0.05% |
| 150 | ISHARES TR | 46432F834 | 4,391 | $306,556 | 0.05% |
| 151 | BECTON DICKINSON & CO | BDX | 1,330 | $304,741 | 0.05% |
| 152 | DEERE & CO | DE | 625 | $293,424 | 0.05% |
| 153 | JOHNSON CTLS INTL PLC | G51502105 | 3,654 | $292,715 | 0.05% |
| 154 | MEDTRONIC PLC | MDT | 3,233 | $290,559 | 0.05% |
| 155 | L3HARRIS TECHNOLOGIES INC | LHX | 1,376 | $287,983 | 0.05% |
| 156 | SPDR SER TR | 78464A664 | 10,354 | $282,243 | 0.05% |
| 157 | VERTEX PHARMACEUTICALS INC | VRTX | 571 | $276,832 | 0.05% |
| 158 | TEXAS INSTRS INC | 882508104 | 1,538 | $276,382 | 0.05% |
| 159 | LAMAR ADVERTISING CO NEW | LAMR | 2,367 | $269,373 | 0.04% |
| 160 | FIDELITY NATL INFORMATION SV | 31620M106 | 3,493 | $260,875 | 0.04% |
| 161 | EASTMAN CHEM CO | EMN | 2,941 | $259,135 | 0.04% |
| 162 | MARSH & MCLENNAN COS INC | 571748102 | 1,025 | $250,132 | 0.04% |
| 163 | MASTERCARD INCORPORATED | MA | 455 | $249,504 | 0.04% |
| 164 | ISHARES TR | 464288513 | 3,137 | $247,478 | 0.04% |
| 165 | CITIGROUP INC | C-PR | 3,463 | $245,867 | 0.04% |
| 166 | ISHARES TR | 464288885 | 2,395 | $239,546 | 0.04% |
| 167 | GOLDMAN SACHS GROUP INC | GSCE | 434 | $236,996 | 0.04% |
| 168 | KELLANOVA | BEKE | 2,862 | $236,086 | 0.04% |
| 169 | GE AEROSPACE | 369604301 | 1,177 | $235,613 | 0.04% |
| 170 | CUMMINS INC | CMI | 746 | $233,826 | 0.04% |
| 171 | LABCORP HOLDINGS INC | LH | 1,000 | $232,764 | 0.04% |
| 172 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,118 | $229,652 | 0.04% |
| 173 | PULTE GROUP INC | 745867101 | 2,234 | $229,613 | 0.04% |
| 174 | ISHARES TR | 46434V878 | 4,526 | $229,480 | 0.04% |
| 175 | RTX CORPORATION | RTX | 1,683 | $222,894 | 0.04% |
| 176 | ARISTA NETWORKS INC | ANET | 2,864 | $221,913 | 0.04% |
| 177 | SPDR SER TR | 78464A300 | 2,797 | $219,314 | 0.04% |
| 178 | ISHARES TR | 46429B267 | 9,472 | $217,712 | 0.04% |
| 179 | SHOPIFY INC | SHOP | 2,270 | $216,740 | 0.04% |
| 180 | PURE STORAGE INC | 74624M102 | 4,818 | $213,293 | 0.04% |
| 181 | FIDELITY MERRIMACK STR TR | 316188101 | 4,538 | $213,083 | 0.03% |
| 182 | HEALTHPEAK PROPERTIES INC | DOC | 10,487 | $212,052 | 0.03% |
| 183 | DIMENSIONAL ETF TRUST | 25434V401 | 3,502 | $211,788 | 0.03% |
| 184 | AUTOMATIC DATA PROCESSING IN | ADP | 684 | $208,967 | 0.03% |
| 185 | CASEYS GEN STORES INC | 147528103 | 470 | $204,145 | 0.03% |
| 186 | CARDINAL HEALTH INC | CAH | 1,472 | $202,776 | 0.03% |
| 187 | ALPHABET INC | GOOG | 1,296 | $202,471 | 0.03% |
| 188 | HUNTINGTON BANCSHARES INC | HBANP | 11,410 | $171,266 | 0.03% |
| 189 | FORD MTR CO | 345370860 | 14,233 | $142,760 | 0.02% |