McGlone Suttner Wealth Management, Inc.
Top Portfolio Positions
116 positions ·
$120,900,514 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
26,750 | $6,788,882 | 5.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,083 | $6,062,627 | 5.01% | |
| MSFT |
Microsoft Corp
Technology
|
16,139 | $5,974,173 | 4.94% | |
| NVDA |
Nvidia Corp
Technology
|
31,508 | $5,494,995 | 4.55% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,255 | $3,016,610 | 2.50% | |
| XOM |
Exxon Mobil Corp
Energy
|
17,584 | $2,983,301 | 2.47% | |
| CAT |
Caterpillar Inc
Industrials
|
4,071 | $2,884,140 | 2.39% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
23,142 | $2,876,087 | 2.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
11,071 | $2,706,195 | 2.24% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,599 | $2,631,225 | 2.18% |
Portfolio Trend
14 quarters · across all stocks
Holdings in BFC
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $658,417 | 4,875 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $593,872 | 4,875 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $591,386 | 4,875 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $573,543 | 4,875 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $491,107 | 4,875 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $483,063 | 4,875 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $442,162 | 4,875 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $402,626 | 4,875 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $422,516 | 4,875 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $422,467 | 4,875 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $376,106 | 4,875 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $405,600 | 4,875 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $358,702 | 4,875 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $452,497 | 4,875 | Shares | Sole | 2023-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||