MSWM
FHLC icon

McGlone Suttner Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

McGlone Suttner Wealth Management’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.15M Sell
73,181
-212,305
-74% -$15.7M 0.68% 22
2025
Q4 		$21.2M Buy
285,486
+6,540
+2% +$471K 2.85% 9
2025
Q3 		$18.7M Buy
278,946
+8,205
+3% +$530K 2.61% 9
2025
Q2 		$17.3M Buy
270,741
+11,296
+4% +$719K 2.61% 9
2025
Q1 		$17.7M Buy
259,445
+4,189
+2% +$288K 2.91% 8
2024
Q4 		$16.7M Buy
255,256
+68,775
+37% +$4.78M 2.78% 8
2024
Q3 		$13.6M Sell
186,481
-48,180
-21% -$3.45M 2.82% 8
2024
Q2 		$15.2M Buy
234,661
+3,627
+2% +$245K 3.12% 7
2024
Q1 		$16.1M Sell
231,034
-3,627
-2% -$246K 3.02% 8
2023
Q4 		$15.2M Buy
234,661
+1,580
+0.7% +$96.5K 3% 7
2023
Q3 		$14.1M Buy
233,081
+12,931
+6% +$813K 3.27% 7
2023
Q2 		$13.9M Buy
220,150
+18,770
+9% +$1.18M 3.17% 8
2023
Q1 		$12.4M Buy
201,380
+47,773
+31% +$2.97M 3.18% 8
2022
Q4 		$9.83M Buy
+153,607
New +$9.6M 3.12% 8

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return