TJS
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:
33.1%
Gain 0%
Monthly
0.85%
Yearly
10.63%
Drawdown
15.74%
$830.19M
Equity
Holdings
$830.19M
Investment
$618.22M
$268.81M
Profit -$23,814.25
Realized
$52.45M
Unrealized
$216.36M
Dividends
$39.45M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.002%
Profit
-$23,814.25
Win %
78%
This Week
Compared To Last Week
Gain
-0.003%
Profit
-$23,814.25
Win %
78%
This Month
Compared to last month
Gain
-0.22%
Profit
-$1.82M
Win %
78%
This Year
Compared to last year
Gain
5.86%
Profit
$47.54M
Win %
78%
INTC Intel Corporation
+6.51%
+$38,179.37 
FN Fabrinet
+4.94%
+$24,972.38 
AMD Advanced Micro Devices, Inc.
+4.73%
+$57,938.72 
QCOM QUALCOMM Incorporated
+4.32%
+$45,464.35 
AMAT Applied Materials, Inc.
+2.64%
+$100,385.24 
GS The Goldman Sachs Group, Inc.
+2.62%
+$12,958.58 
T AT&T Inc.
+2.52%
+$18,071.64 
VZ Verizon Communications Inc.
+2.49%
+$23,125.05 
FITB Fifth Third Bancorp
+2.45%
+$11,968.16 
JPM JPMorgan Chase & Co.
+2.31%
+$74,143.75 
USB U.S. Bancorp
+2.27%
+$23,172.59 
RCL Royal Caribbean Group
+2.23%
+$7,318.81 
CMCSA Comcast Corp
+2.21%
+$5,657.22 
AXP American Express Company
+2.18%
+$18,556.53 
SYK Stryker Corporation
+2.15%
+$5,425.12 
ASB Associated Banc-Corp
+2.07%
+$5,080.8 
PM Philip Morris International Inc.
+1.95%
+$26,400.87 
PRU Prudential Financial, Inc.
+1.87%
+$20,303.97 
KMI Kinder Morgan, Inc.
+1.85%
+$16,467.94 
TSLA Tesla, Inc.
+1.82%
+$35,060.48 
TMUS T-Mobile US, Inc.
+1.76%
+$6,602.64 
CFG Citizens Financial Group, Inc.
+1.71%
+$4,721.88 
VRT Vertiv Holdings Co
+1.68%
+$10,019.92 
WFC Wells Fargo & Company
+1.61%
+$19,410.02 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$7,789.68 
BAC Bank of America Corporation
+1.56%
+$26,742.56 
DE Deere & Company
+1.55%
+$8,406.81 
BLK BlackRock, Inc.
+1.52%
+$17,732.98 
DAL Delta Air Lines, Inc.
+1.5%
+$5,867.09 
GLW Corning Incorporated
+1.5%
+$4,756.75 
WPC W. P. Carey Inc.
+1.5%
+$13,799.56 
ZM Zoom Video Communications, Inc.
+1.47%
+$3,997.04 
CAT Caterpillar Inc.
+1.44%
+$52,678.78 
MET MetLife Inc.
+1.44%
+$27,112.68 
EME EMCOR Group, Inc.
+1.42%
+$17,072.58 
COP ConocoPhillips
+1.4%
+$14,623.74 
MCO Moody's Corporation
+1.36%
+$4,914.45 
NEE NextEra Energy, Inc.
+1.35%
+$3,711.05 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$17,879.44 
ABBV AbbVie Inc.
+1.32%
+$35,481.52 
LAMR Lamar Advertising Company
+1.31%
+$5,094.43 
C Citigroup Inc.
+1.27%
+$5,371.5 
CAH Cardinal Health Inc.
+1.22%
+$8,481.6 
LRCX Lam Research Corporation
+1.18%
+$5,765.77 
ITW Illinois Tool Works Inc.
+1.17%
+$4,747.12 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$7,082.16 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$3,464.62 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$9,551.06 
CI The Cigna Group
+1.07%
+$2,809.24 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$5,442.62 
JNJ Johnson & Johnson
+1.07%
+$28,120.34 
PLD Prologis Inc.
+1.05%
+$10,797.37 
V Visa Inc. Class A
+1.05%
+$3,590.52 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$177,557.67 
IWD iShares Russell 1000 Value ETF
+0.98%
+$21,864.4 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$29,492.19 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$6,720.78 
HIG The Hartford Insurance Group, Inc.
+0.95%
+$5,980.49 
VTV Vanguard Value ETF
+0.94%
+$5,573.71 
VNQ Vanguard Real Estate ETF
+0.92%
+$2,767.5 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$5,895.67 
FERG Ferguson Enterprises Inc
+0.9%
+$1,949.55 
RSG Republic Services, Inc.
+0.89%
+$4,398.89 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$13,241.98 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$1,954.33 
APH Amphenol Corporation
+0.88%
+$5,177.72 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$16,345.97 
PG Procter & Gamble Co
+0.86%
+$16,791.94 
SDY SPDR S&P Dividend ETF
+0.83%
+$16,900 
OSK Oshkosh Corporation
+0.81%
+$4,877.72 
BFC Bank First Corporation
+0.81%
+$5,703.7 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$49,957 
SO The Southern Company
+0.78%
+$6,920.4 
GE General Electric Company
+0.76%
+$3,131.8 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$548,773.03 
CVX Chevron Corporation
+0.75%
+$5,305.96 
MO Altria Group, Inc.
+0.74%
+$4,374.09 
KMB Kimberly-Clark Corporation
+0.74%
+$3,041.25 
UNH UnitedHealth Group Incorporated
+0.73%
+$3,706.56 
HD The Home Depot, Inc.
+0.73%
+$10,900.4 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$31,391.34 
MA Mastercard Incorporated
+0.71%
+$1,516.39 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$11,096.22 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$7,065.8 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$4,519.62 
COST Costco Wholesale Corporation
+0.68%
+$3,995.99 
CGXU Capital Group International Focus Equity ETF
+0.66%
+$162,580.33 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$1.1M 
AVUS Avantis U.S. Equity ETF
+0.65%
+$428,299.94 
FTEC Fidelity MSCI Information Technology Index ETF
+0.61%
+$1,747.46 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$115,563 
CMI Cummins Inc.
+0.59%
+$2,761.91 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$14,706 
AEP American Electric Power Company, Inc.
+0.58%
+$4,611.75 
DFIV Dimensional International Value ETF
+0.58%
+$225,282.56 
FDVV Fidelity High Dividend ETF
+0.57%
+$38,970.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$18,160.96 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$1,812.7 
IVV iShares Core S&P 500 ETF
+0.55%
+$15,084 
VOO Vanguard S&P 500 ETF
+0.55%
+$1,692.61 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$3,583.01 
GOOGL Alphabet Inc
+0.53%
+$40,268.53 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$1,505.85 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$38,845 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$5,701.85 
DFSU Dimensional US Sustainability Core 1 ETF
+0.52%
+$1,755.12 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$293,663.3 
HSY The Hershey Company
+0.45%
+$1,183.26 
GOOG Alphabet Inc
+0.45%
+$2,353.6 
WMT Walmart Inc.
+0.45%
+$12,496.7 
IXUS iShares Core International Stock ETF
+0.43%
+$1,774.89 
CSX CSX Corporation
+0.42%
+$5,472.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$3,215.04 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,172.72 
GD General Dynamics Corporation
+0.38%
+$5,293.16 
PEP PepsiCo, Inc.
+0.38%
+$4,174.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$8,250.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,263.6 
WEC WEC Energy Group Inc.
+0.33%
+$4,229.1 
FENI Fidelity Enhanced International ETF
+0.32%
+$56,726.93 
CDNS Cadence Design Systems, Inc.
+0.32%
+$1,457.9 
XOM Exxon Mobil Corporation
+0.28%
+$7,209.17 
FFLG Fidelity Fund Large Cap Growth ETF
+0.25%
+$4,783.29 
FBCG Fidelity Blue Chip Growth Fund
+0.25%
+$4,602.18 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$1,075.5 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$2,052.9 
VUG Vanguard Growth ETF
+0.18%
+$1,069.2 
NVDA NVIDIA Corporation
+0.16%
+$10,082.56 
PFE Pfizer Inc.
+0.15%
+$687.72 
CCI Crown Castle Inc.
+0.13%
+$577.68 
PH Parker-Hannifin Corporation
+0.12%
+$2,053.46 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.12%
+$12,885.41 
KO The Coca-Cola Company
+0.11%
+$1,661.94 
MSFT Microsoft Corp.
+0.1%
+$6,455.44 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$3,371.56 
TJX The TJX Companies, Inc.
+0.04%
+$237.72 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$120.8 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$77.12 
PANW Palo Alto Networks, Inc.
+0.03%
+$178.02 
HWM Howmet Aerospace Inc.
+0.03%
+$70.63 
ORCL Oracle Corporation
+0.02%
+$71.2 
MCD McDonald's Corporation
+0.01%
+$176.84 
FLTB Fidelity Limited Term Bond ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
LH
0%
$0 
NCBS Nicolet Bankshares Inc
0%
$0 
CTAS Cintas Corporation
-3.08%
-$7,112 
LLY Eli Lilly and Company
-2.41%
-$31,192.14 
PLTR Palantir Technologies Inc.
-2.36%
-$15,694.12 
CASY Casey's General Stores Inc.
-2.31%
-$10,126.07 
ABT Abbott Laboratories
-1.64%
-$12,045.18 
AAPL Apple Inc.
-1.52%
-$120,375 
LMT Lockheed Martin Corporation
-1.52%
-$8,675.62 
MU Micron Technology, Inc.
-1.43%
-$10,680.75 
MRK Merck & Co., Inc.
-1.42%
-$22,713.89 
LHX L3Harris Technologies, Inc.
-1.4%
-$8,230.02 
AMZN Amazon.com Inc
-1.23%
-$35,425.16 
NFLX Netflix, Inc.
-1.14%
-$5,659.05 
AJG Arthur J. Gallagher & Co.
-1%
-$3,913.89 
IBM International Business Machines Corporation
-0.95%
-$11,230.92 
AVGO Broadcom Inc.
-0.91%
-$25,735.52 
VSTS Vestis Corporation
-0.9%
-$1,753.8 
SPOT Spotify Technology S.A.
-0.82%
-$2,532 
CSCO Cisco Systems, Inc.
-0.6%
-$18,675.64 
DHR Danaher Corporation
-0.38%
-$1,219.88 
RTX RTX Corporation
-0.37%
-$977.17 
CRM Salesforce Inc
-0.34%
-$1,480.64 
META Meta Platforms Inc Class A
-0.26%
-$6,668.6 
GILD Gilead Sciences Inc.
-0.22%
-$1,237.32 
MDT Medtronic plc
-0.16%
-$409.89 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.14%
-$3,129.63 
FHLC Fidelity MSCI Health Care Index ETF
-0.14%
-$7,318.25 
FBND Fidelity Total Bond ETF
-0.13%
-$64,083.42 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$15,670.8 
VHT Vanguard Health Care ETF
-0.12%
-$925.14 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.08%
-$1,037.95 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$1,242.4 
IGEB iShares Investment Grade Corporate Bond ETF
-0.08%
-$1,099.81 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.08%
-$393.02 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$401.58 
CGMU Capital Group Municipal Income ETF
-0.07%
-$1,577.14 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$9,236.52 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$1,099.04 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.07%
-$680.41 
FCOR Fidelity Corporate Bond ETF
-0.06%
-$136.14 
CGCP Capital Group Core Plus Income ETF
-0.04%
-$14,314.89 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$657.13 Events
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Dividends
Dividend Analysis
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| Trades 2860 | Longs Won 1622/2860 56% | Profit Factor 50.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $762,515.05 |
| Average Win $168,864 | Best Trade (Sep 30) $18.34M | Sharpe Ratio -7.73 |
| Average Loss -$4,377.49 | Worst Trade (Jun 30) -$182,512.66 | Z-Score -6.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 5d | Expectancy $93,988.26 |
| 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 | 200,000 | 180,000 | 160,000 | 140,000 | 120,000 | 100,000 | 80,000 | 60,000 | 40,000 | 20,000 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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