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:
73.59%
Gain -0.65%
Monthly
1.46%
Yearly
18.98%
Drawdown
18.17%
$860.22M
Equity
Holdings
$860.22M
Investment
$634.59M
$280.36M
Profit -$3.62M
Realized
$54.73M
Unrealized
$225.63M
Dividends
$46.04M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$3.62M
Win %
73%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$3.62M
Win %
73%
This Month
Compared to last month
Gain
-0.78%
Profit
-$6.78M
Win %
73%
This Year
Compared to last year
Gain
0.91%
Profit
$7.77M
Win %
73%
PANW Palo Alto Networks, Inc.
+14.16%
+$92,770.25 
AJG Arthur J. Gallagher & Co.
+5.49%
+$23,166.03 
CRM Salesforce Inc
+4.5%
+$30,046.92 
OSG Octave Specialty Group, Inc.
+4.24%
+$2,236.76 
PLTR Palantir Technologies Inc.
+4.14%
+$35,252.91 
NFLX Netflix, Inc.
+3.87%
+$14,609.61 
CI The Cigna Group
+3.4%
+$8,948.51 
MDT Medtronic plc
+3.24%
+$9,329.76 
GOOGL Alphabet Inc
+3.09%
+$223,034.35 
GOOG Alphabet Inc
+2.97%
+$12,698.99 
META Meta Platforms Inc Class A
+2.85%
+$84,685.37 
IBM International Business Machines Corporation
+2.73%
+$28,824.28 
SYK Stryker Corporation
+2.43%
+$5,539.32 
MO Altria Group, Inc.
+2.3%
+$13,409.1 
MSFT Microsoft Corp.
+2.3%
+$185,664.7 
WMT Walmart Inc.
+2.27%
+$60,575.5 
LLY Eli Lilly and Company
+2.07%
+$26,599.56 
MCD McDonald's Corporation
+2.02%
+$23,159.1 
T AT&T Inc.
+2%
+$16,903.15 
GILD Gilead Sciences Inc.
+1.93%
+$12,722.61 
PM Philip Morris International Inc.
+1.81%
+$26,934.17 
ABBV AbbVie Inc.
+1.7%
+$53,078.4 
MAR Marriott International Inc. - Class A
+1.68%
+$3,371.61 
DHR Danaher Corporation
+1.61%
+$6,053.6 
COST Costco Wholesale Corporation
+1.61%
+$8,892.35 
BALL Ball Corp.
+1.5%
+$3,009.6 
LHX L3Harris Technologies, Inc.
+1.5%
+$7,318 
KMB Kimberly-Clark Corporation
+1.45%
+$5,316.68 
VZ Verizon Communications Inc.
+1.43%
+$14,783.48 
FHLC Fidelity MSCI Health Care Index ETF
+1.38%
+$59,264.46 
VHT Vanguard Health Care ETF
+1.37%
+$9,188.84 
RSG Republic Services, Inc.
+1.33%
+$7,000.38 
UNH UnitedHealth Group Incorporated
+1.31%
+$6,446.1 
LH Labcorp Holdings Inc.
+1.18%
+$3,701.98 
LMT Lockheed Martin Corporation
+1.17%
+$6,719.76 
KO The Coca-Cola Company
+1.11%
+$18,579.82 
V Visa Inc. Class A
+1.06%
+$4,380.87 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$14,997.08 
HD The Home Depot, Inc.
+1.01%
+$14,585.95 
ABT Abbott Laboratories
+0.94%
+$7,876.8 
AXP American Express Company
+0.89%
+$7,711.6 
PHM PulteGroup Inc.
+0.89%
+$1,570.8 
HIG The Hartford Insurance Group, Inc.
+0.76%
+$5,053.18 
NIC Nicolet Bankshares Inc.
+0.65%
+$4,573.2 
SDY SPDR S&P Dividend ETF
+0.64%
+$13,210.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$9,816.45 
MA Mastercard Incorporated
+0.6%
+$1,609.75 
JNJ Johnson & Johnson
+0.59%
+$17,481.47 
ITW Illinois Tool Works Inc.
+0.58%
+$2,485.08 
AAPL Apple Inc.
+0.55%
+$53,275.25 
PG Procter & Gamble Co
+0.53%
+$10,458.91 
MRK Merck & Co., Inc.
+0.52%
+$10,194.89 
DAL Delta Air Lines, Inc.
+0.39%
+$1,478.08 
MCO Moody's Corporation
+0.38%
+$1,483.7 
GD General Dynamics Corporation
+0.33%
+$4,886.18 
TMUS T-Mobile US, Inc.
+0.27%
+$988.33 
MET MetLife Inc.
+0.26%
+$5,566.75 
HSY The Hershey Company
+0.25%
+$625.64 
LAMR Lamar Advertising Company
+0.2%
+$772.2 
TJX The TJX Companies, Inc.
+0.11%
+$487.63 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$713.69 
PRU Prudential Financial, Inc.
+0.1%
+$1,297.56 
CAH Cardinal Health Inc.
+0.1%
+$739.42 
PEP PepsiCo, Inc.
+0.07%
+$711.01 
PFE Pfizer Inc.
+0.04%
+$188.23 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$472.56 
CGCP Capital Group Core Plus Income ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
GLW Corning Incorporated
-14.09%
-$28,760.87 
NVT nVent Electric plc
-9.61%
-$23,790 
LRCX Lam Research Corporation
-7.87%
-$32,656.32 
VRT Vertiv Holdings Co
-7.17%
-$16,674.28 
KLIC Kulicke & Soffa Industries, Inc.
-6.92%
-$11,951.55 
AMAT Applied Materials, Inc.
-6.61%
-$209,711.6 
APH Amphenol Corporation
-5.63%
-$77,546.7 
PLXS Plexus Corp.
-5.49%
-$10,649.96 
BAC Bank of America Corporation
-5.36%
-$106,646.4 
INTC Intel Corporation
-5.32%
-$32,149.2 
DELL Dell Technologies Inc.
-5.15%
-$75,248.35 
AVGO Broadcom Inc.
-4.83%
-$142,916.01 
MU Micron Technology, Inc.
-4.82%
-$77,989.61 
ORCL Oracle Corporation
-4.38%
-$19,364.94 
CAT Caterpillar Inc.
-4.17%
-$119,389.23 
EME EMCOR Group, Inc.
-4.12%
-$47,960.3 
GS The Goldman Sachs Group, Inc.
-3.97%
-$20,511.75 
AMD Advanced Micro Devices, Inc.
-3.87%
-$54,425.52 
BAI iShares A.I. Innovation and Tech Active ETF
-3.66%
-$17,530.65 
CDNS Cadence Design Systems, Inc.
-3.46%
-$11,960 
MS Morgan Stanley
-3.43%
-$8,028.09 
BNY BlackRock New York Municipal Income Trust
-3.18%
-$51,679.87 
NVDA NVIDIA Corporation
-2.84%
-$199,031.26 
CMI Cummins Inc.
-2.84%
-$11,225.1 
CGXU Capital Group International Focus Equity ETF
-2.62%
-$648,068.87 
PH Parker-Hannifin Corporation
-2.53%
-$46,574.74 
IEMG iShares Core MSCI Emerging Markets ETF
-2.37%
-$458,300.92 
PEG Public Service Enterprise Group Incorporated
-2.02%
-$11,955.94 
GE General Electric Company
-2.01%
-$8,384.72 
WFC Wells Fargo & Company
-1.93%
-$26,265.74 
CCI Crown Castle Inc.
-1.93%
-$7,542.36 
TXN Texas Instruments Inc
-1.84%
-$6,214.53 
JPM JPMorgan Chase & Co.
-1.73%
-$64,710.91 
CSCO Cisco Systems, Inc.
-1.69%
-$44,697.5 
RCL Royal Caribbean Group
-1.61%
-$4,792.21 
OSK Oshkosh Corporation
-1.47%
-$9,593.66 
TSLA Tesla, Inc.
-1.44%
-$25,845.75 
SPCX Space Exploration Technologies Corp. Class A
-1.37%
-$2,525.41 
XLU Utilities Select Sector SPDR Fund
-1.33%
-$11,245.76 
RTX RTX Corporation
-1.31%
-$3,734.19 
C Citigroup Inc.
-1.3%
-$5,527.77 
FTEC Fidelity MSCI Information Technology Index ETF
-1.28%
-$3,825.8 
BLK BlackRock, Inc.
-1.24%
-$16,036.92 
AMZN Amazon.com Inc
-1.24%
-$38,261.76 
CMCSA Comcast Corp
-1.17%
-$3,383.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$4,455.69 
IXUS iShares Core International Stock ETF
-1.14%
-$4,810.74 
EFG iShares MSCI EAFE Growth ETF
-1.13%
-$3,342.36 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$6,287.72 
FFLG Fidelity Fund Large Cap Growth ETF
-1%
-$18,571.08 
CVX Chevron Corporation
-0.98%
-$7,977.89 
HWM Howmet Aerospace Inc.
-0.91%
-$2,194.4 
FBCG Fidelity Blue Chip Growth Fund
-0.9%
-$17,027.96 
XOM Exxon Mobil Corporation
-0.88%
-$26,446.62 
QCOM QUALCOMM Incorporated
-0.87%
-$8,694.74 
AEP American Electric Power Company, Inc.
-0.85%
-$6,492.15 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$35,040.24 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.78%
-$104,501.19 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$3,960.41 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$46,434.18 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$7,036.4 
COP ConocoPhillips
-0.7%
-$9,065.37 
NEE NextEra Energy, Inc.
-0.67%
-$1,687.95 
VSTS Vestis Corporation
-0.62%
-$911.68 
FITB Fifth Third Bancorp
-0.59%
-$2,974.4 
PLD Prologis Inc.
-0.57%
-$5,623.02 
BFC Bank First Corporation
-0.56%
-$4,241.25 
FENI Fidelity Enhanced International ETF
-0.55%
-$114,859.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$11,908.61 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$16,388.6 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$1,196.34 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$4,253.23 
VNQ Vanguard Real Estate ETF
-0.52%
-$1,455.3 
AVUS Avantis U.S. Equity ETF
-0.51%
-$349,118.21 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$1,068.08 
VTV Vanguard Value ETF
-0.46%
-$2,789.24 
FERG Ferguson Enterprises Inc
-0.45%
-$950.99 
SO The Southern Company
-0.42%
-$3,644.5 
FDVV Fidelity High Dividend ETF
-0.42%
-$29,612.69 
WEC WEC Energy Group Inc.
-0.4%
-$4,952.52 
ZM Zoom Video Communications, Inc.
-0.39%
-$1,080.03 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$70,094.1 
DFUS Dimensional U.S. Equity Market ETF
-0.38%
-$1,120.64 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$1,251.12 
DFIV Dimensional International Value ETF
-0.38%
-$154,760.1 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$649,738.47 
USB U.S. Bancorp
-0.36%
-$4,189.05 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$25,500.36 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$2,443.92 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$2,337.46 
IVV iShares Core S&P 500 ETF
-0.33%
-$8,335.29 
CGGR Capital Group Growth ETF
-0.33%
-$930 
VOO Vanguard S&P 500 ETF
-0.33%
-$865.36 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$8,514 
IWV ISHARES RUSSELL 3000 ETF
-0.33%
-$3,557.43 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$10,675.83 
CSX CSX Corporation
-0.32%
-$4,586.91 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$178,611.61 
IJS iShares S&P Small-Cap 600 Value ETF
-0.28%
-$1,408.22 
DFSU Dimensional US Sustainability Core 1 ETF
-0.27%
-$950.69 
ASB Associated Banc-Corp
-0.18%
-$450.56 
VUG Vanguard Growth ETF
-0.17%
-$1,044.28 
IUSV iShares Core S&P U.S. Value ETF
-0.14%
-$103,015.63 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$2,581.26 
CFG Citizens Financial Group, Inc.
-0.14%
-$394.54 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$753.35 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.1%
-$1,244 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.1%
-$2,261.75 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$1,028.6 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.08%
-$245.59 
CGMU Capital Group Municipal Income ETF
-0.07%
-$1,620.08 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$1,179.11 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$141.16 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.06%
-$287.24 
FCOR Fidelity Corporate Bond ETF
-0.06%
-$113.45 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$721.92 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$5,628.64 
FLTB Fidelity Limited Term Bond ETF
-0.04%
-$194.38 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.04%
-$198.66 
IWD iShares Russell 1000 Value ETF
-0.03%
-$714.8 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.02%
-$266.71 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$572.71 
IGEB iShares Investment Grade Corporate Bond ETF
-0.02%
-$97.56 
KMI Kinder Morgan, Inc.
-0.02%
-$157.1 
WPC W. P. Carey Inc.
-0.01%
-$129.1 
FBND Fidelity Total Bond ETF
-0.01%
-$5,571.91 Events
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Dividends
Dividend Analysis
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| Trades 3035 | Longs Won 2097/3035 69% | Profit Factor 29.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $777,778.01 |
| Average Win $138,337.89 | Best Trade (Aug 14) $20.35M | Sharpe Ratio -11.24 |
| Average Loss -$10,377.89 | Worst Trade (Sep 14) -$499,561.29 | Z-Score 11.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1d | Expectancy $92,375.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 29,112 | $5.19M | $9.73M | - | $4.53M | 87.33% | +0.551% |
| ABBV AbbVie Inc. | 12,160 | $2.13M | $3.18M | - | $1.05M | 49.31% | +1.698% |
| ABT Abbott Laboratories | 8,205 | $894,942.34 | $844,376.55 | - | -$50,565.79 | -5.65% | +0.942% |
| AEP American Electric Power Company, Inc. | 6,183 | $615,644.69 | $756,057.24 | - | $140,412.55 | 22.81% | -0.851% |
| AGG iShares Core U.S. Aggregate Bond ETF | 140,716 | $13.57M | $13.5M | - | -$74,279.95 | -0.55% | -0.042% |
| AJG Arthur J. Gallagher & Co. | 1,757 | $401,796.8 | $445,408.28 | - | $43,611.48 | 10.85% | +5.486% |
| AMAT Applied Materials, Inc. | 6,951 | $1.09M | $2.96M | - | $1.87M | 171.17% | -6.609% |
| AMD Advanced Micro Devices, Inc. | 2,724 | $564,619.33 | $1.35M | - | $786,893.27 | 139.37% | -3.871% |
| AMZN Amazon.com Inc | 12,032 | $1.74M | $3.05M | - | $1.31M | 75.64% | -1.238% |
| APH Amphenol Corporation | 16,412 | $449,100.14 | $1.3M | - | $850,648.2 | 189.41% | -5.63% |
| ASB Associated Banc-Corp | 8,192 | $199,813.02 | $245,637.12 | - | $45,824.1 | 22.93% | -0.183% |
| AVGO Broadcom Inc. | 8,183 | $1.38M | $2.82M | - | $1.44M | 103.9% | -4.825% |
| AVUS Avantis U.S. Equity ETF | 528,975 | $51.2M | $68.23M | - | $17.03M | 33.26% | -0.509% |
| AXP American Express Company | 2,673 | $597,664.13 | $875,607.97 | - | $277,943.84 | 46.51% | +0.889% |
| BAC Bank of America Corporation | 31,740 | $1.19M | $1.88M | - | $694,987.72 | 58.49% | -5.36% |
| BAI iShares A.I. Innovation and Tech Active ETF | 10,755 | $358,140 | $461,228.17 | - | $103,088.17 | 28.78% | -3.662% |
| BALL Ball Corp. | 3,344 | $208,667 | $203,315.2 | - | -$5,351.8 | -2.56% | +1.503% |
| BFC Bank First Corporation | 4,875 | $452,498 | $748,507.5 | - | $296,009.5 | 65.42% | -0.563% |
| BLK BlackRock, Inc. | 1,195 | $1.22M | $1.27M | - | $52,203.02 | 4.27% | -1.243% |
| BNY BlackRock New York Municipal Income Trust | 9,994 | $766,934.03 | $1.57M | - | $807,010.14 | 105.23% | -3.179% |
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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 - $6.45M, iShares Core S&P U.S. Value ETF - $5.85M, Schwab U.S. Large-Cap ETF - $4.88M, and Capital Group Core Plus Income ETF - $4.31M. 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 - $190,134.99, ISHARES RUSSELL 3000 ETF - $165,752.7, MongoDB Inc - $149,655.12, and Dow Inc - $121,125.73. 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 $46.04M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $6.22M, Dimensional U.S. Core Equity 2 ETF - $4.97M, Capital Group Core Plus Income ETF - $4.03M, iShares Core S&P U.S. Value ETF - $3.38M, 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.
