Holdings
McGlone Suttner Wealth Management, Inc.
As of Sep 30, 2026, McGlone Suttner Wealth Management, Inc. reported 118 positions worth US$140M. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 28,113 | US$9.36M | −999 | Sep 30, 2026 |
| Microsoft Corp. | 15,843 | US$8.13M | −472 | Sep 30, 2026 |
| Nvidia Corporation | 34,544 | US$7.89M | +2,468 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 22,588 | US$7.77M | −16 | Sep 30, 2026 |
| Applied Materials, Inc. | 6,957 | US$3.56M | +6 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 10,579 | US$3.5M | +74 | Sep 30, 2026 |
| Abbvie Inc. | 12,230 | US$3.2M | +70 | Sep 30, 2026 |
| Meta Platforms, Inc. | 4,082 | US$2.96M | −508 | Sep 30, 2026 |
| Johnson & Johnson | 10,932 | US$2.89M | −274 | Sep 30, 2026 |
| Broadcom Inc. | 8,219 | US$2.89M | +36 | Sep 30, 2026 |