Portfolio Holdings & Fund Performance - McGlone Suttner Wealth Management Inc.

List of top 200 securities held by McGlone Suttner Wealth Management Inc.:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2024Q1
Total Holdings: 158
Assets Under Management (AUM) :
$487,152,141 ($487.15M)
Reporting Manager: Thomas J Suttner
Address:

3501 E EVERGREEN DRIVE STE. A
APPLETON, WI 54913

Since : total money flow = , gains and losses =

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