Thomas J. Suttner Portfolio
Invests via McGlone Suttner Wealth Management Inc. | Managed by Thomas J. Suttner, Jason A. McGlone
Invests via McGlone Suttner Wealth Management Inc.
Managed by Thomas J. Suttner, Jason A. McGlone
Automatically Tracked
Thomas J. Suttner Profile
With a robust background in corporate leadership, Thomas J. Suttner has carved out a significant role in advancing business operations across various sectors. His extensive experience includes managing high-performing teams and implementing innovative strategies that enhance operational efficiency and profitability. He has played pivotal roles in multiple firms, fostering growth through visionary leadership and strategic partnerships. Recognized for his ability to navigate complex market environments, he remains an influential figure within investment circles focused on organizational development and operational excellence.
With a robust background in corporate leadership, Thomas J. Suttner has carved out a significant role in advancing business operations across various sectors. His extensive experience includes managing high-performing teams and implementing innovative strategies that enhance operational efficiency and profitability. He has played pivotal roles in multiple firms, fostering growth through visionary leadership and strategic partnerships. Recognized for his ability to navigate complex market environments, he remains an influential figure within investment circles focused on organizational development and operational excellence.
Investment Philosophy & Strategy
A profound understanding of market dynamics drives investment strategies for Thomas J. Suttner. Leveraging his extensive corporate leadership experience, he pursues opportunities that prioritize operational excellence and sustainable growth. His analytical approach emphasizes identifying sectors poised for disruption while fostering strategic partnerships that enhance competitive positioning. By focusing on businesses with robust fundamentals and scalable models, the emphasis lies in achieving meaningful impact through thoughtful capital allocation and efficient management practices.
A profound understanding of market dynamics drives investment strategies for Thomas J. Suttner. Leveraging his extensive corporate leadership experience, he pursues opportunities that prioritize operational excellence and sustainable growth. His analytical approach emphasizes identifying sectors poised for disruption while fostering strategic partnerships that enhance competitive positioning. By focusing on businesses with robust fundamentals and scalable models, the emphasis lies in achieving meaningful impact through thoughtful capital allocation and efficient management practices.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
63.08%
Gain +0.78%
Monthly
1.43%
Yearly
18.67%
Drawdown
18.15%
$844.7M
Equity
Holdings
$844.7M
Investment
$634.59M
$264.16M
Profit +$4.36M
Realized
$54.05M
Unrealized
$210.11M
Dividends
$44.91M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.78%
Profit
$4.36M
Win %
74%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$4.99M
Win %
74%
This Month
Compared to last month
Gain
-0.9%
Profit
-$7.66M
Win %
74%
This Year
Compared to last year
Gain
-0.91%
Profit
-$7.75M
Win %
74%
MU Micron Technology, Inc.
+12.17%
+$174,792.21 
INTC Intel Corporation
+8.64%
+$49,266.09 
AMD Advanced Micro Devices, Inc.
+8.11%
+$111,302.61 
AMAT Applied Materials, Inc.
+7.39%
+$270,046.28 
GLW Corning Incorporated
+6.08%
+$11,423.36 
LRCX Lam Research Corporation
+4.97%
+$21,214.07 
APH Amphenol Corporation
+4.85%
+$29,951.94 
ORCL Oracle Corporation
+4.74%
+$16,922.25 
C Citigroup Inc.
+3.2%
+$12,582.48 
PLXS Plexus Corp.
+3.19%
+$6,133.2 
SPCX Space Exploration Technologies Corp. Class A
+3.08%
+$4,501.8 
IEMG iShares Core MSCI Emerging Markets ETF
+2.71%
+$488,698.43 
MS Morgan Stanley
+2.59%
+$5,967.78 
CGXU Capital Group International Focus Equity ETF
+2.56%
+$595,522.75 
TSLA Tesla, Inc.
+2.53%
+$46,079.23 
XOM Exxon Mobil Corporation
+2.26%
+$60,681.9 
AVGO Broadcom Inc.
+2.21%
+$68,246.22 
NVDA NVIDIA Corporation
+1.97%
+$128,624.76 
EFG iShares MSCI EAFE Growth ETF
+1.73%
+$4,989.32 
COP ConocoPhillips
+1.57%
+$17,186.26 
BAC Bank of America Corporation
+1.32%
+$25,392 
HIG The Hartford Insurance Group, Inc.
+1.05%
+$7,260.88 
IJR iShares Core S&P Small-Cap ETF
+1.01%
+$31,491.6 
VUG Vanguard Growth ETF
+0.94%
+$5,569.6 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$5,608.12 
VOO Vanguard S&P 500 ETF
+0.83%
+$2,111.17 
VTV Vanguard Value ETF
+0.77%
+$4,549.44 
PFE Pfizer Inc.
+0.77%
+$3,576.37 
VIG Vanguard Dividend Appreciation ETF
+0.43%
+$31,719.96 
AAPL Apple Inc.
+0.35%
+$33,478.8 
CMCSA Comcast Corp
+0.13%
+$344.1 
PNC The PNC Financial Services Group, Inc.
+0.1%
+$504.24 
ABT Abbott Laboratories
+0.06%
+$492.3 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$507.42 
PLD Prologis Inc.
+0.02%
+$216.27 
MRK Merck & Co., Inc.
+0.01%
+$135.93 
ABBV AbbVie Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
ASB Associated Banc-Corp
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
AXP American Express Company
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
BALL Ball Corp.
0%
$0 
BFC Bank First Corporation
0%
$0 
BLK BlackRock, Inc.
0%
+$0.01 
BNY BlackRock New York Municipal Income Trust
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CCI Crown Castle Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
CGMU Capital Group Municipal Income ETF
0%
$0 
CI The Cigna Group
0%
$0 
CMI Cummins Inc.
0%
+$0.01 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
-$3.82 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFSU Dimensional US Sustainability Core 1 ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DHR Danaher Corporation
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
FBCG Fidelity Blue Chip Growth Fund
0%
+$0.03 
FBND Fidelity Total Bond ETF
0%
$0 
FCOR Fidelity Corporate Bond ETF
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FELG Fidelity Enhanced Large Cap Growth ETF
0%
$0 
FENI Fidelity Enhanced International ETF
0%
$0 
FERG Ferguson Enterprises Inc
0%
$0 
FFLG Fidelity Fund Large Cap Growth ETF
0%
$0 
FHLC Fidelity MSCI Health Care Index ETF
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FLTB Fidelity Limited Term Bond ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
0%
$0 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
0%
$0 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
0%
$0 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
0%
$0 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGEB iShares Investment Grade Corporate Bond ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
IJS iShares S&P Small-Cap 600 Value ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.03 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
-$0.09 
IWV ISHARES RUSSELL 3000 ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KLIC Kulicke & Soffa Industries, Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
LH Labcorp Holdings Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
-$0.01 
MA Mastercard Incorporated
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
-$0.05 
MCO Moody's Corporation
0%
$0 
MET MetLife Inc.
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MO Altria Group, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NIC Nicolet Bankshares Inc.
0%
$0 
NVT nVent Electric plc
0%
$0 
OSK Oshkosh Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.08 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
-$0.06 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
RCL Royal Caribbean Group
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RTX RTX Corporation
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
T AT&T Inc.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.01 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
+$0.02 
VNQ Vanguard Real Estate ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VRT Vertiv Holdings Co
0%
-$0.01 
VSTS Vestis Corporation
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
ZM Zoom Video Communications, Inc.
0%
$0 
OSG Octave Specialty Group, Inc.
-3.09%
-$2,073.09 
PM Philip Morris International Inc.
-2.43%
-$36,536.76 
WMT Walmart Inc.
-1.61%
-$45,027.37 
GOOG Alphabet Inc
-1.47%
-$6,604.5 
SYK Stryker Corporation
-1.43%
-$3,775.69 
GOOGL Alphabet Inc
-1.37%
-$103,299.91 
IBM International Business Machines Corporation
-1.17%
-$10,852.5 
MDT Medtronic plc
-1.13%
-$2,977.92 
AMZN Amazon.com Inc
-0.98%
-$29,358.2 
COST Costco Wholesale Corporation
-0.7%
-$4,026.95 
SO The Southern Company
-0.65%
-$6,008.5 
KMI Kinder Morgan, Inc.
-0.61%
-$6,284.2 
AEP American Electric Power Company, Inc.
-0.43%
-$3,524.33 
TJX The TJX Companies, Inc.
-0.42%
-$2,263.95 
SDY SPDR S&P Dividend ETF
-0.23%
-$4,852.8 
CGCP Capital Group Core Plus Income ETF
-0.18%
-$59,815.52 
NEE NextEra Energy, Inc.
-0.08%
-$214.83 
DELL Dell Technologies Inc.
-0.04%
-$438.09 Events
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Dividends
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| Trades 3035 | Longs Won 1702/3035 56% | Profit Factor 37.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $737,109.49 |
| Average Win $159,514.01 | Best Trade (Jul 22) $18.71M | Sharpe Ratio -12.34 |
| Average Loss -$5,501.45 | Worst Trade (Jul 30) -$378,057 | Z-Score -6.8 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 3d | Expectancy $87,037.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 142,857 | 128,571 | 114,286 | 100,000 | 85,714 | 71,429 | 57,143 | 42,857 | 28,571 | 14,286 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Thomas J. Suttner?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $31.84M, Fidelity Total Bond ETF - $6.26M, iShares Core S&P U.S. Value ETF - $5.86M, Schwab U.S. Large-Cap ETF - $4.88M, and Dimensional International Value ETF - $4.12M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Incorporated - $283,726.46, Pfizer Inc - $198,228.88, Dow Inc - $121,125.73, Accenture plc Class A - $90,761.99, and Chevron Corporation - $69,683.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas J. Suttner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $44.91M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $6.03M, Dimensional U.S. Core Equity 2 ETF - $4.97M, Capital Group Core Plus Income ETF - $3.84M, iShares Core S&P U.S. Value ETF - $3.39M, and Dimensional International Value ETF - $2.96M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas J. Suttner's monthly returns?
Thomas J. Suttner's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Thomas J. Suttner's strategy be considered aggressive or moderate?
Thomas J. Suttner's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Thomas J. Suttner's strategy?
Thomas J. Suttner's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
