Mcglone Suttner Wealth Management is based out of Appleton. Mcglone Suttner Wealth Management is a large advisory firm with 599 clients and discretionary assets under management (AUM) of $549,050,926 (Form ADV from 2023-11-16). Their last reported 13F filing for Q4 2023 included $505,920,683 in managed 13F securities
and a top 10 holdings concentration of 67.91%. Mcglone Suttner Wealth Management's largest holding is Dimensional U.S. Core Equity 2 ETF- with shares held of 4,600,262. Whalewisdom has at least 5 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
IGEB iShares Investment G | 1.2% |
IBDY iShares iBonds Dec 2 | 0.35% |
AVUS Avantis U.S. Equity | 0.24% |
PNC PNC Financial Servic | 0.06% |
IBDW iShares iBonds Dec 2 | 0.06% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
IGSB iShares 1-5 Year Inv | 1.4% |
IBDO iShares iBonds Dec 2 (PRN) | 0.26% |
KMB Kimberly-Clark Corp. | 0.12% |
FLTB Fidelity Limited Ter | 0.11% |
VIG Vanguard Dividend Ap | 0.1% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
DFAC Dimensional U.S. Cor | 26.58% |
IUSV iShares Core S&P U.S | 9% |
SCHX Schwab U.S. Large-Ca | 7.21% |
FBND Fidelity Total Bond | 6.95% |
CGCP Capital Group Core P | 4.69% |
2023-12-31
13F Activity
Market Value | $0.51b, Prior: $431m |
New Purchases | 686 stocks |
Added To | 99 stocks |
Sold out of | 1 stocks |
Reduced holdings in | 34 stocks |
Top 10 Holdings % | 67.91% |
Turnover %[1] | 80.45% |
Turnover Alt %[2] | 1.81% |
Time Held Top 20 | 3.35 quarters |
Time Held Top 10 | 3.1 quarters |
Time Held All | 0.68 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31