Titelia

Holdings of McGlone Suttner Wealth Management, Inc.

180 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 66.2 % of the equity sleeve

Sector breakdown

  • Technology 4.1 %
  • Financials 2.3 %
  • Industrials 1.7 %
  • Funds 1.6 %
  • Communication 1.6 %
  • Health care 1.6 %
  • Consumer staples 1.4 %
  • Consumer discretionary 1.1 %
  • Energy 0.7 %
  • Utilities 0.5 %
  • Real estate 0.2 %
  • Unattributed 83.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US180750.6M $100.00 %

Positions

RankCompanySharesValueWeight
101Bank First Corp 4,875658.4K $
102SPDR Series Trust 6,698655.8K $
103L3Harris Technologies Inc 1,879648.6K $
104Dimensional U S Targeted Value ETF 10,183635.9K $
105Lockheed Martin Corp 1,039628K $
106Public Service Enterprise Group Inc 7,698623.1K $
107Gilead Sciences Inc 4,419615.9K $
108SPDR Series Trust 10,761608.9K $
109Costco Wholesale Corp 600598.2K $
110Invesco S&P 500 Equal Weight ETF 3,103595.5K $
111Netflix Inc 6,085585.1K $
112State Street SPDR S&P 500 ETF Trust 898583.8K $
113Altria Group, Inc. 8,253544.6K $
114Vanguard Value ETF 2,773544K $
115TJX Cos Inc/The 3,396542.3K $
116Deere & Co 951535.9K $
117Vanguard Growth ETF 1,188519.1K $
118Republic Services Inc 2,365517.9K $
119iShares iBonds Dec 2034 Term C 19,651512.1K $
120Advanced Micro Devices Inc 2,506509.7K $
121Vertiv Holdings Co 2,008503.1K $
122Vanguard FTSE All-World ex-US ETF 6,584494.5K $
123Salesforce Inc 2,644493.5K $
124Amphenol Corp 3,864488.2K $
125Pfizer Inc 17,193482.8K $
126iShares Trust 3,806450.8K $
127PNC Financial Services Group Inc/The 2,094435.7K $
128Fifth Third Bancorp 9,136424.5K $
129T-Mobile US Inc 2,013422.8K $
130Alphabet Inc 1,471422K $
131Illinois Tool Works Inc 1,593414.5K $
132Goldman Sachs Group Inc/The 478404.8K $
133Crown Castle Inc 4,814391.4K $
134Kimberly-Clark Corp 4,055391.2K $
135Arthur J Gallagher & Co 1,771383.6K $
136Cummins Inc 710381.7K $
137iShares Core MSCI Total International Stock ETF 4,329375.1K $
138Moody's Corp 815355.6K $
139General Electric Co 1,233349.9K $
140Oracle Corp 2,374349.3K $
141Casey's General Stores Inc 479348.5K $
142Citigroup Inc 3,052346.2K $
143UnitedHealth Group Inc 1,248337.6K $
144Vanguard FTSE Developed Markets ETF 5,265337.4K $
145Danaher Corp 1,768335.3K $
146Cadence Design Systems Inc 1,195332.1K $
147Visa Inc 1,075324.8K $
148Lamar Advertising Co 2,560324.2K $
149Palo Alto Networks Inc 1,978317.1K $
150Delta Air Lines Inc 4,770317.1K $
151Global X Funds 18,127310.9K $
152Comcast Corp 10,674306.5K $
153Hershey Co/The 1,443300K $
154NextEra Energy Inc 3,227299.8K $
155Vanguard Index Funds 1,604295.5K $
156Lam Research Corp 1,344287.1K $
157RTX Corp 1,437277.2K $
158Vanguard Real Estate ETF 3,075272.8K $
159Vanguard S&P 500 ETF 455272.1K $
160Stryker Corp 827271.8K $
161iShares MSCI EAFE Growth ETF 2,416269.1K $
162Labcorp Holdings Inc 1,003267.7K $
163Micron Technology Inc 749253.2K $
164iShares Trust 3,137249.6K $
165Citizens Financial Group Inc 4,142248.4K $
166Dimensional ETF Trust 3,502248.3K $
167Corning Inc 1,795244.1K $
168Cigna Group/The 889237.1K $
169Zoom Communications Inc 2,939236.3K $
170Howmet Aerospace Inc 1,009232.4K $
171Ferguson Enterprises Inc 951221.7K $
172Intel Corp 5,017221.4K $
173Associated Banc-Corp 8,468219K $
174Mastercard Inc 437218.3K $
175FIDELITY COVINGTON TRUST 1,034215.1K $
176Cintas Corp 1,270214.9K $
177Fidelity Corporate Bond ETF 4,538213.9K $
178iShares Russell 1000 Growth ETF 482205.5K $
179iShares S&P Mid-Cap 400 Value ETF 1,515200.7K $
180Vestis Corp 14,615114.9K $