MW

MinichMacGregor Wealth Management, LLC

13F
MinichMacGregor Wealth Management, LLC
Last update 2024-10-30 117 Stocks (19 new)
Value $467.00 Mil Turnover 22 %
Countries:
Top Holdings: SCHG(7.50%)MOAT(5.45%)ITB(4.74%)FV(3.18%)PYLD(2.96%)
Portfolio Report
Summary Stock Picks Current Portfolio
MinichMacGregor Wealth Managem... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHG 		Schwab U.S. Large-Cap Growth ETF
1,342,808
34973.430
+459.80%
7.500
+6.16%
0.030
+6.90%
+1.11%
37878.147
 
MOAT 		VanEck Morningstar Wide Moat ETF
262,192
25419.510
-4.43%
5.450
-0.26%
0.160
-4.35%
+0.14%
15168.415
 
ITB 		iShares U.S. Home Construction ETF
173,956
22109.810
-1.55%
4.740
-0.07%
0.600
-15.08%
+4.44%
2704.945
 
FV 		First Trust Dorsey Wright Focus 5 ETF
254,978
14857.590
+0.37%
3.180
+0.01%
0.390
+2.30%
+1.86%
3889.344
 
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund
517,502
13791.430
+4.04%
2.960
+0.11%
1.380
-1.63%
0%
2713.306
 
HYGH 		iShares Interest Rate Hedged High Yield Bond ETF
155,653
13423.520
+5.36%
2.880
+0.15%
4.210
+1.20%
+0.66%
408.510
 
FEZ 		SPDR EURO Stoxx 50 ETF
248,600
13235.460
+0.79%
2.840
+0.02%
0.340
-3.51%
+2.72%
3111.082
 
VIS 		Vanguard Industrials ETF
48,779
12686.000
+0.19%
2.720
+0.01%
0.230
-0.95%
+3.07%
5741.785
 
IAK 		iShares U.S. Insurance ETF
90,562
11687.030
-2.72%
2.510
-0.07%
1.590
-2.98%
+0.29%
748.368
 
ITA 		iShares U.S. Aerospace & Defense ETF
75,463
11292.430
-2.74%
2.420
-0.07%
0.180
-2.66%
+2.44%
6350.219
 

MinichMacGregor Wealth Management, LLC's Historical Top Holdings Breakdowns

MinichMacGregor Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GLD 		SPDR Gold Shares ETF2024-03-31Reduce
-6.82%
●
184.42 ($191.93) 205.72
$248.87
29.67%
Reduce -90.98%
12,250
-123,586
IYK 		iShares U.S. Consumer Staples ETF2023-09-30Reduce
-6.49%
●
62.17 ($66.06) 68.43
$64.01
-3.10%
Reduce -98.97%
3,249
-103,878
IGE 		iShares North American Natural Resources ETF2023-06-30Sold Out
-6.28%
●
36.2 ($38.49) 40.84
$45.65
18.59%
Sold Out
0
-484,718
RSP 		Invesco S&P 500 Equal Weight ETF2023-06-30Reduce
-6.20%
●
139.01 ($143.53) 149.64
$177.76
23.85%
Reduce -82.78%
26,929
-129,467
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+6.16%
●
23.16 ($25.16) 26.42
$28.18
12.00%
Add 459.8%
1,342,808
275,734
BOND 		PIMCO Active Bond ETF2023-03-31New Buy
+5.97%
●
90.4 ($92.16) 93.93
$89.98
-2.37%
New holding
194,461
194,461
MOAT 		VanEck Morningstar Wide Moat ETF2023-12-31New Buy
+5.33%
●
70.71 ($77.66) 85.3
$92.89
19.61%
New holding
217,310
217,310
SCHG 		Schwab U.S. Large-Cap Growth ETF2023-06-30Add
+4.96%
●
63.52 ($68.45) 74.95
$28.18
-58.83%
Add 551.98%
250,554
212,124
IDU 		iShares U.S. Utilities ETF2023-03-31Sold Out
-4.34%
●
78.52 ($82.97) 87.79
$97.69
17.75%
Sold Out
0
-138,873
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-03-31Reduce
-4.25%
●
80.6 ($88.47) 93.32
$28.18
-68.15%
Reduce -42.37%
240,998
-177,194

MinichMacGregor Wealth Management, LLC Total Holding History ($B)

To

MinichMacGregor Wealth Management, LLC's Asset Allocation

To

MinichMacGregor Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MinichMacGregor Wealth Management, LLC's Hypothetical Growth since 2024-09-30

MinichMacGregor Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MinichMacGregor Wealth Management, LLC's Holdings Heat Map

Size field:

MinichMacGregor Wealth Management, LLC's Holdings Bubble Chart

MinichMacGregor Wealth Management, LLC News

  • 1

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