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McGlone Suttner Wealth Management, Inc.

All holdings · as of Dec 31, 2025

190 positions

CompanyClassValueShares% of portfolio
WP Carey Inc$752.5K11,6920.1%
SPDR SERIES TRUST$761.7K13,4070.1%
SOUTHERN CO$792.3K9,0860.1%
CSX CORP$839.6K23,1600.1%
ISHARES TR$848.7K38,4530.1%
SELECT SECTOR SPDR TR$849.2K19,8920.1%
QUALCOMM INC/DE$852.1K4,9820.1%
Prologis Inc$858.5K6,7250.1%
VANGUARD WORLD FD$874.4K3,0380.1%
US BANCORP \DE$891.3K16,7040.1%
Palantir Technologies Inc$899.2K5,0590.1%
SPDR SERIES TRUST$902.6K8,4600.1%
EMCOR Group Inc$932.6K1,5240.1%
ISHARES TR$948.4K4,4720.1%
AMERICAN EXPRESS CO$987.2K2,6690.1%
ISHARES TR$1.02M11,4050.1%
Bank of New York Mellon Corp/The$1.04M8,9600.1%
PEPSICO INC$1.07M7,4430.1%
PRUDENTIAL FINANCIAL INC$1.07M9,5050.1%
INTERNATIONAL BUSINESS MACHINES CORP$1.10M3,7060.1%
ABBOTT LABORATORIES$1.12M8,9090.2%
Philip Morris International Inc.$1.15M7,1590.2%
BlackRock, Inc.$1.17M1,0960.2%
ISHARES TR$1.19M46,4480.2%
WEC ENERGY GROUP, INC.$1.20M11,3940.2%
SCHWAB STRATEGIC TR$1.20M43,8580.2%
ELI LILLY & Co$1.23M1,1460.2%
GENERAL DYNAMICS CORP$1.24M3,6920.2%
COCA COLA CO$1.26M17,9890.2%
MCDONALD'S CORP$1.31M4,2820.2%
WELLS FARGO & COMPANY/MN$1.31M14,0590.2%
Merck & Co., Inc.$1.35M12,8670.2%
ISHARES TR$1.38M59,1570.2%
VANGUARD MUN BD FDS$1.39M27,7110.2%
Warren E. Buffett$1.41M2,8120.2%
ISHARES TR$1.46M69,0300.2%
HOME DEPOT, INC.$1.52M4,4090.2%
Parker-Hannifin Corp$1.55M1,7660.2%
MetLife Inc$1.65M20,8470.2%
VANGUARD INDEX FDS$1.66M7,8210.2%
BANK OF AMERICA CORP /DE$1.67M30,3500.2%
FIDELITY COVINGTON TRUST$1.68M30,7060.2%
FIDELITY COVINGTON TRUST$1.69M56,3450.2%
APPLIED MATERIALS INC /DE$1.71M6,6480.2%
PROCTER & GAMBLE Co$1.84M12,8430.2%
SPDR SERIES TRUST$1.88M13,4800.3%
CISCO SYSTEMS, INC.$1.92M24,9370.3%
ISHARES TR$2.00M5,1720.3%
ISHARES TR$2.03M79,8110.3%
ISHARES TR$2.03M16,5000.3%
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