MinichMacGregor Wealth Management
Latest statistics and disclosures from MinichMacGregor Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHG, MOAT, IYF, ITB, PYLD, and represent 23.71% of MinichMacGregor Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHG (+$27M), IYF (+$9.6M), XMMO (+$9.0M), IBDV (+$8.0M), IAT (+$7.0M), TSCO (+$6.8M), PANW, SCHX, SPY, PSTG.
- Started 13 new stock positions in FXO, CSCO, BAC, IBDV, GOOG, CRM, XMMO, IAT, CIBR, RIVN. AXON, KO, CRWD.
- Reduced shares in these 10 stocks: , Ishares Tr ibnd dec24 etf (-$7.8M), , , FV, ANET, FTXL, TOL, IAI, TMO.
- Sold out of its positions in ANET, FTXL, Fuelcell Energy, IBB, SLV, Ishares Tr ibnd dec24 etf, JNJ, FEZ, XBI, TMO. WM.
- MinichMacGregor Wealth Management was a net buyer of stock by $60M.
- MinichMacGregor Wealth Management has $482M in assets under management (AUM), dropping by 3.23%.
- Central Index Key (CIK): 0001744318
Tip: Access up to 7 years of quarterly data
Positions held by MinichMacGregor Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for MinichMacGregor Wealth Management
MinichMacGregor Wealth Management holds 119 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 7.6 | $37M | +291% | 1.3M | 27.87 |
|
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 5.2 | $25M | +3% | 270k | 92.72 |
|
Ishares Tr U.s. Finls Etf (IYF) | 4.2 | $20M | +93% | 181k | 110.58 |
|
Ishares Tr Us Home Cons Etf (ITB) | 3.7 | $18M | 174k | 103.39 |
|
|
Pimco Etf Tr Multisector Bd (PYLD) | 3.0 | $15M | +8% | 560k | 25.92 |
|
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) | 2.9 | $14M | +5% | 164k | 86.35 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $14M | +21% | 23k | 586.07 |
|
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 2.8 | $13M | -11% | 225k | 59.06 |
|
NVIDIA Corporation (NVDA) | 2.7 | $13M | +6% | 97k | 135.79 |
|
Vanguard World Industrial Etf (VIS) | 2.6 | $12M | 49k | 254.39 |
|
|
Ishares Tr Us Br Del Se Etf (IAI) | 2.4 | $12M | -2% | 80k | 144.10 |
|
Ishares Tr U.s. Insrnce Etf (IAK) | 2.4 | $11M | 90k | 126.47 |
|
|
Ishares Tr Expanded Tech (IGV) | 2.3 | $11M | 111k | 100.12 |
|
|
Ishares Tr Us Aer Def Etf (ITA) | 2.3 | $11M | 75k | 145.35 |
|
|
Pure Storage Cl A (PSTG) | 2.1 | $10M | +21% | 167k | 61.43 |
|
Descartes Sys Grp (DSGX) | 2.0 | $9.7M | 85k | 113.60 |
|
|
Marriott Intl Cl A (MAR) | 2.0 | $9.6M | 35k | 278.94 |
|
|
Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $9.2M | 16k | 588.68 |
|
|
Emcor (EME) | 1.9 | $9.0M | +2% | 20k | 453.90 |
|
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.9 | $9.0M | NEW | 73k | 123.53 |
|
Palo Alto Networks (PANW) | 1.8 | $8.8M | +104% | 48k | 182.31 |
|
Ishares Tr Us Industrials (IYJ) | 1.8 | $8.7M | 65k | 133.52 |
|
|
Ishares Tr Short Treas Bd (SHV) | 1.8 | $8.5M | 77k | 110.11 |
|
|
Tractor Supply Company (TSCO) | 1.8 | $8.4M | +414% | 159k | 53.06 |
|
Marsh & McLennan Companies (MMC) | 1.7 | $8.3M | +3% | 39k | 212.41 |
|
HEICO Corporation (HEI) | 1.7 | $8.3M | +5% | 35k | 237.74 |
|
Clean Harbors (CLH) | 1.7 | $8.2M | +2% | 36k | 230.14 |
|
Ishares Tr Ibonds Dec 2030 (IBDV) | 1.7 | $8.0M | NEW | 373k | 21.36 |
|
Kla Corp Com New (KLAC) | 1.6 | $7.9M | +20% | 13k | 630.12 |
|
Cintas Corporation (CTAS) | 1.6 | $7.8M | +3% | 43k | 182.70 |
|
Iron Mountain (IRM) | 1.6 | $7.7M | -2% | 74k | 105.11 |
|
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 1.6 | $7.5M | +5% | 84k | 89.46 |
|
Ishares Tr Us Regnl Bks Etf (IAT) | 1.5 | $7.0M | NEW | 140k | 50.36 |
|
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) | 1.4 | $6.5M | 164k | 39.68 |
|
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.3 | $6.4M | +180% | 275k | 23.18 |
|
Toll Brothers (TOL) | 1.3 | $6.0M | -9% | 48k | 125.95 |
|
Ishares Tr Ibds Dec28 Etf (IBDT) | 1.1 | $5.5M | +2% | 220k | 24.90 |
|
First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 1.0 | $5.0M | +3% | 27k | 188.28 |
|
Microsoft Corporation (MSFT) | 0.9 | $4.3M | +28% | 10k | 421.51 |
|
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $3.9M | +3% | 47k | 81.98 |
|
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.8 | $3.8M | +7% | 38k | 100.34 |
|
Apple (AAPL) | 0.8 | $3.6M | +3% | 15k | 250.42 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.7 | $3.3M | +5% | 14k | 242.13 |
|
Adams Express Company (ADX) | 0.6 | $2.7M | 135k | 20.20 |
|
|
Lockheed Martin Corporation (LMT) | 0.5 | $2.6M | 5.4k | 485.90 |
|
|
Amazon (AMZN) | 0.5 | $2.5M | +10% | 12k | 219.39 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $2.2M | +52% | 4.3k | 511.27 |
|
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.4 | $2.0M | -7% | 49k | 40.14 |
|
Tesla Motors (TSLA) | 0.4 | $1.8M | +14% | 4.6k | 403.84 |
|
Ge Aerospace Com New (GE) | 0.3 | $1.6M | +8% | 9.8k | 166.80 |
|
First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $1.3M | -10% | 37k | 35.85 |
|
JPMorgan Chase & Co. (JPM) | 0.3 | $1.3M | +13% | 5.3k | 239.71 |
|
Cgi Cl A Sub Vtg (GIB) | 0.2 | $982k | 9.0k | 109.32 |
|
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $919k | +350% | 2.2k | 425.50 |
|
Verisk Analytics (VRSK) | 0.2 | $910k | 3.3k | 275.43 |
|
|
Ge Vernova (GEV) | 0.2 | $897k | +24% | 2.7k | 328.93 |
|
Wal-Mart Stores (WMT) | 0.2 | $725k | +27% | 8.0k | 90.84 |
|
Eli Lilly & Co. (LLY) | 0.1 | $707k | +25% | 915.00 | 772.21 |
|
First Tr Exchange Traded Finls Alphadex (FXO) | 0.1 | $699k | NEW | 13k | 54.13 |
|
First Tr Exchange Traded Consumr Discre (FXD) | 0.1 | $691k | 11k | 64.63 |
|
|
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $690k | -15% | 2.8k | 243.17 |
|
First Tr Exchange Traded Indls Prod Dur (FXR) | 0.1 | $690k | -3% | 9.2k | 74.81 |
|
Meta Platforms Cl A (META) | 0.1 | $664k | +58% | 1.1k | 585.30 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $624k | +35% | 3.3k | 189.32 |
|
At&t (T) | 0.1 | $618k | +169% | 27k | 22.77 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $606k | +16% | 3.5k | 175.25 |
|
Exxon Mobil Corporation (XOM) | 0.1 | $582k | -8% | 5.4k | 107.57 |
|
Costco Wholesale Corporation (COST) | 0.1 | $530k | +54% | 578.00 | 916.63 |
|
Boston Scientific Corporation (BSX) | 0.1 | $508k | +2% | 5.7k | 89.32 |
|
Caterpillar (CAT) | 0.1 | $481k | +8% | 1.3k | 362.65 |
|
Visa Com Cl A (V) | 0.1 | $478k | +32% | 1.5k | 316.04 |
|
Abbvie (ABBV) | 0.1 | $450k | +49% | 2.5k | 177.70 |
|
Advanced Micro Devices (AMD) | 0.1 | $440k | +31% | 3.6k | 120.79 |
|
Chevron Corporation (CVX) | 0.1 | $435k | -3% | 3.0k | 144.84 |
|
Vanguard World Health Car Etf (VHT) | 0.1 | $422k | +17% | 1.7k | 253.67 |
|
UnitedHealth (UNH) | 0.1 | $415k | -21% | 820.00 | 505.86 |
|
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.1 | $405k | 5.6k | 72.56 |
|
|
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.1 | $404k | 8.7k | 46.69 |
|
|
Freeport-mcmoran CL B (FCX) | 0.1 | $381k | -6% | 10k | 38.08 |
|
Broadcom (AVGO) | 0.1 | $379k | +37% | 1.6k | 231.85 |
|
Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $374k | 3.3k | 114.73 |
|
|
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN) | 0.1 | $374k | 2.4k | 153.76 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $370k | +40% | 902.00 | 410.44 |
|
Invesco Exchange Traded Fd T Building & Const (PKB) | 0.1 | $370k | 4.9k | 75.72 |
|
|
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) | 0.1 | $350k | 3.0k | 116.06 |
|
|
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $349k | 1.7k | 206.92 |
|
|
Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $345k | 5.2k | 65.79 |
|
|
Vanguard World Inf Tech Etf (VGT) | 0.1 | $343k | 552.00 | 621.43 |
|
|
Wells Fargo & Company (WFC) | 0.1 | $340k | +16% | 4.8k | 70.24 |
|
Oracle Corporation (ORCL) | 0.1 | $337k | +3% | 2.0k | 166.67 |
|
Netflix (NFLX) | 0.1 | $334k | +22% | 375.00 | 891.32 |
|
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $333k | 6.7k | 49.96 |
|
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $332k | 1.1k | 289.87 |
|
|
Merck & Co (MRK) | 0.1 | $313k | +9% | 3.1k | 99.47 |
|
Cameco Corporation (CCJ) | 0.1 | $312k | +19% | 6.1k | 51.39 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $308k | NEW | 1.6k | 190.44 |
|
Gartner (IT) | 0.1 | $305k | 630.00 | 484.47 |
|
|
First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $298k | 2.9k | 102.04 |
|
|
Axon Enterprise (AXON) | 0.1 | $297k | NEW | 500.00 | 594.32 |
|
Procter & Gamble Company (PG) | 0.1 | $289k | +22% | 1.7k | 167.68 |
|
Bank of America Corporation (BAC) | 0.1 | $277k | NEW | 6.3k | 43.95 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $276k | 2.2k | 127.59 |
|
|
Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $276k | +2% | 3.5k | 78.18 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $270k | +34% | 2.0k | 137.59 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $269k | +2% | 593.00 | 453.28 |
|
Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $258k | +48% | 1.2k | 215.49 |
|
Coca-Cola Company (KO) | 0.1 | $244k | NEW | 3.9k | 62.26 |
|
Emerson Electric (EMR) | 0.1 | $243k | 2.0k | 123.93 |
|
|
salesforce (CRM) | 0.0 | $240k | NEW | 717.00 | 334.42 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $236k | NEW | 691.00 | 342.16 |
|
Cisco Systems (CSCO) | 0.0 | $233k | NEW | 3.9k | 59.20 |
|
American Express Company (AXP) | 0.0 | $229k | -24% | 772.00 | 296.75 |
|
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $226k | NEW | 3.6k | 63.45 |
|
Raytheon Technologies Corp (RTX) | 0.0 | $226k | +15% | 2.0k | 115.73 |
|
Transocean Registered Shs (RIG) | 0.0 | $225k | 60k | 3.75 |
|
|
Williams Companies (WMB) | 0.0 | $212k | -12% | 3.9k | 54.12 |
|
Home Depot (HD) | 0.0 | $200k | +2% | 515.00 | 389.04 |
|
Rivian Automotive Com Cl A (RIVN) | 0.0 | $133k | NEW | 10k | 13.30 |
|
Plug Power Com New (PLUG) | 0.0 | $76k | 36k | 2.13 |
|
Past Filings by MinichMacGregor Wealth Management
SEC 13F filings are viewable for MinichMacGregor Wealth Management going back to 2015
- MinichMacGregor Wealth Management 2024 Q4 filed Jan. 17, 2025
- MinichMacGregor Wealth Management 2024 Q3 filed Oct. 30, 2024
- MinichMacGregor Wealth Management 2024 Q2 filed July 25, 2024
- MinichMacGregor Wealth Management 2024 Q1 filed April 16, 2024
- MinichMacGregor Wealth Management 2023 Q4 filed Feb. 8, 2024
- MinichMacGregor Wealth Management 2023 Q3 filed Oct. 16, 2023
- MinichMacGregor Wealth Management 2023 Q2 filed July 13, 2023
- MinichMacGregor Wealth Management 2023 Q1 filed April 19, 2023
- MinichMacGregor Wealth Management 2022 Q4 filed Jan. 9, 2023
- MinichMacGregor Wealth Management 2022 Q3 filed Oct. 6, 2022
- MinichMacGregor Wealth Management 2022 Q2 filed July 13, 2022
- MinichMacGregor Wealth Management 2022 Q1 filed April 26, 2022
- MinichMacGregor Wealth Management 2021 Q4 filed Jan. 18, 2022
- MinichMacGregor Wealth Management 2021 Q3 filed Nov. 3, 2021
- MinichMacGregor Wealth Management 2021 Q2 filed Aug. 2, 2021
- MinichMacGregor Wealth Management 2021 Q1 filed April 27, 2021