0001085146-24-000765.txt : 20240206
0001085146-24-000765.hdr.sgml : 20240206
20240206134520
ACCESSION NUMBER: 0001085146-24-000765
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240206
DATE AS OF CHANGE: 20240206
EFFECTIVENESS DATE: 20240206
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Kerntke Otto McGlone Wealth Management Group
CENTRAL INDEX KEY: 0001804116
ORGANIZATION NAME:
IRS NUMBER: 208445689
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20172
FILM NUMBER: 24599463
BUSINESS ADDRESS:
STREET 1: 3601 EAST EVERGREEN DRIVE
STREET 2: SUITE 100
CITY: APPLETON
STATE: WI
ZIP: 54913
BUSINESS PHONE: 920-733-3876
MAIL ADDRESS:
STREET 1: 3601 EAST EVERGREEN DRIVE
STREET 2: SUITE 100
CITY: APPLETON
STATE: WI
ZIP: 54913
13F-HR
1
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0001804116
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12-31-2023
12-31-2023
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Kerntke Otto McGlone Wealth Management Group
3601 EAST EVERGREEN DRIVE
SUITE 100
APPLETON
WI
54913
13F HOLDINGS REPORT
028-20172
000142682
801-67464
N
James Mike McGlone
Senior Partner / Managing Member / CCO
920-733-3865
/s/James Mike McGlone
Appleton
WI
02-06-2024
0
64
100177966
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALPHABET INC
CAP STK CL A
02079K305
334278
2393
SH
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2393
AMAZON COM INC
COM
023135106
207271
1364
SH
SOLE
0
0
1364
APPLE INC
COM
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1109445
5762
SH
SOLE
0
0
5762
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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517514
1451
SH
SOLE
0
0
1451
BROADCOM INC
COM
11135F101
342391
306
SH
SOLE
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0
306
CAPITAL GROUP GROWTH ETF
SHS CREATION UNI
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SOLE
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0
20081
CARRIER GLOBAL CORPORATION
COM
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305691
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0
5321
CATERPILLAR INC
COM
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CHESAPEAKE UTILS CORP
COM
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CHEVRON CORP NEW
COM
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CLEVELAND-CLIFFS INC NEW
COM
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COM
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COM
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NVIDIA CORPORATION
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OTIS WORLDWIDE CORP
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PFIZER INC
COM
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PROSHARES TR
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QUANTA SVCS INC
COM
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RTX CORPORATION
COM
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SELECT SECTOR SPDR TR
SBI INT-UTILS
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SPDR SER TR
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ADS
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UNION PAC CORP
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UNITEDHEALTH GROUP INC
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TOTAL STK MKT
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VANGUARD WHITEHALL FDS
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COM
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WEC ENERGY GROUP INC
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WHEATON PRECIOUS METALS CORP
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WP CAREY INC
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