MinichMacGregor Wealth Management

Latest statistics and disclosures from MinichMacGregor Wealth Management's latest quarterly 13F-HR filing:

Companies in the MinichMacGregor Wealth Management portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab Strategic Tr sht tm us tres 11.69 415936 +4% 50.48
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 10.14 179280 NEW 101.59
iShares Dow Jones US Utilities (IDU) 9.40 104181 +8% 162.04
Schwab U S Large Cap Growth ETF (SCHG) 5.50 106259 +5% 92.91
iShares Lehman Short Treasury Bond (SHV) 4.82 78318 -4% 110.46
iShares Dow Jones US Consumer Ser. (IYC) 4.42 34772 +3% 228.23
Schwab Strategic Tr us lrg cap etf 4.15 97074 +5% 76.81
Invesco S&p 500 Low Volatility Etf 3.67 112897 +7% 58.34
Sch Us Mid-cap Etf etf 3.63 108266 +10% 60.15
iShares Gold Trust (IAU) 3.22 398743 +6% 14.50
iShares Dow Jones US Medical Dev. (IHI) 3.19 21666 +2% 264.29
Vanguard Short Term Corporate Bond ETF (VCSH) 3.14 69594 81.03
iShares S&P; NA Tec.-SW. Idx. Fund (IGV) 3.13 24135 +2% 233.02
iShares Dow Jones US Aerospace & Def.ETF (ITA) 3.05 24690 +2% 222.07
Invesco S&p 500 Equal Weight Etf 2.92 45254 +8% 115.70
iShares S&P; NA Tec. Semi. Idx. Fd. (SOXX) 2.39 17121 +6% 251.10
iShares Lehman 1-3 Year Treas.Bond (SHY) 2.27 48240 -3% 84.62
First Trust Utilities AlphaDEX Fnd (FXU) 1.65 101329 +6% 29.20
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 1.45 25995 +5% 100.10
First Trust Tech AlphaDEX Fnd (FXL) 1.35 33336 +6% 72.56
First Trust DJ Internet Index Fund (FDN) 1.21 15621 +6% 139.11
Schwab U S Broad Market ETF (SCHB) 1.21 28210 +2% 76.85
Lockheed Martin Corporation (LMT) 1.16 5353 +34% 389.31
iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) 1.12 29379 -3% 68.48
iShares S&P; MidCap 400 Index (IJH) 1.07 9319 205.82
iShares S&P; 500 Index (IVV) 1.06 5887 323.08
First Trust Financials AlphaDEX Fd (FXO) 1.04 55924 +8% 33.51
General Electric Company (GE) 0.59 94306 11.16
Vanguard Europe Pacific ETF (VEA) 0.55 22592 -2% 44.04
iShares Silver Trust (SLV) 0.52 56417 NEW 16.68
Schwab U S Small Cap ETF (SCHA) 0.52 12300 -2% 75.61
Apple (AAPL) 0.49 3026 293.46
Microsoft Corporation (MSFT) 0.46 5184 -2% 157.60
First Trust Health Care AlphaDEX Fd (FXH) 0.38 8139 +8% 84.16
Schwab Strategic Tr cmn 0.35 10588 +8% 60.07
First Tr Exchange Traded Fd dorsey wrt 5 etf 0.31 17555 +4% 31.56
Verisk Analytics (VRSK) 0.27 3248 149.32
Procter & Gamble Company (PG) 0.23 3334 -11% 124.78
SPDR S&P; 500 ETF (SPY) 0.22 1206 -29% 321.72
Johnson & Johnson (JNJ) 0.20 2442 -18% 145.78
Verizon Communications (VZ) 0.20 5820 -27% 61.34
Invesco Qqq Trust Series 1 0.20 1695 +6% 212.39
Amazon (AMZN) 0.19 184 -16% 1847.83
JPMorgan Chase & Co. (JPM) 0.17 2250 -5% 139.11
Invesco Exchange Traded Fd T s&p500 pur gwt 0.17 2405 NEW 126.40
Abbvie 0.16 3298 NEW 88.54
Wal-Mart Stores (WMT) 0.14 2108 -15% 118.60
Walt Disney Company (DIS) 0.14 1797 -2% 144.13
Powershares Dwa Technical Leaders Portfolio dwa momentum 0.13 3729 +10% 64.36
Coca-Cola Company (KO) 0.12 3986 55.19
Sirius Xm Holdings 0.09 22453 7.13
Adams Express Company (ADX) 0.07 120897 1.11
Plug Power Inc 0.04 20105 NEW 3.13
Aurora Cannabis Inc snc 0.02 13000 +30% 2.15

Past 13F-HR SEC Filings by MinichMacGregor Wealth Management

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