McGlone Suttner Wealth Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 10, 2024
Value $
$481M
Signature - Title
Thomas J. Suttner - President
Location
Appleton, WI
Summary
This page shows a list of all the recent 13F filings made by McGlone Suttner Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McGlone Suttner Wealth Management, Inc. reported 168 stock holdings with total value $481M as of Q3 2024. Top holdings included DFAC, IUSV, SCHX, AVUS, and FBND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 168 $481M +$51.6M -$122M -$70.9M DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 10/10/2024, 01:32 PM
Q2 2024 163 $469M +$41.4M -$53.8M -$12.4M DFAC, IUSV, SCHX, FBND, CGCP 13F-HR 7/18/2024, 11:39 AM
Q1 2024 167 $533M +$60.8M -$62.2M -$1.45M DFAC, IUSV, SCHX, AVUS, FBND 13F-HR 4/18/2024, 11:22 AM
Q4 2023 825 $506M +$43.2M -$9.48M +$33.7M DFAC, IUSV, SCHX, FBND, CGCP 13F-HR 1/18/2024, 02:58 PM
Q3 2023 140 $431M +$45.9M -$37.5M +$8.35M DFAC, IUSV, SCHX, FBND, CGCP 13F-HR 10/19/2023, 04:49 PM
Q2 2023 151 $438M +$36.1M -$3.85M +$32.3M DFAC, IUSV, SCHX, FBND, VCSH 13F-HR 7/25/2023, 12:02 PM
Q1 2023 139 $389M +$68.7M -$6.92M +$61.8M DFAC, IUSV, SCHX, FBND, VCSH 13F-HR 4/20/2023, 02:55 PM
Q4 2022 132 $315M $0 $0 DFAC, IUSV, SCHX, FBND, VCSH 13F-HR 2/9/2023, 02:46 PM