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
+15.36%
+33.99%
35821.310
 
MOAT 		VanEck Morningstar Wide Moat ETF
262,192
25419.510
-4.43%
5.450
-0.26%
0.160
+9.81%
+14.76%
16109.440
 
ITB 		iShares U.S. Home Construction ETF
173,956
22109.810
-1.55%
4.740
-0.07%
0.600
+6.24%
+16.09%
3365.871
 
FV 		First Trust Dorsey Wright Focus 5 ETF
254,978
14857.590
+0.37%
3.180
+0.01%
0.390
+14.40%
+18.08%
3926.115
 
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund
517,502
13791.430
+4.04%
2.960
+0.11%
1.380
-0.23%
+1.40%
975.652
 
HYGH 		iShares Interest Rate Hedged High Yield Bond ETF
155,653
13423.520
+5.36%
2.880
+0.15%
4.210
+3.46%
+3.21%
342.662
 
FEZ 		SPDR EURO Stoxx 50 ETF
248,600
13235.460
+0.79%
2.840
+0.02%
0.340
-1.05%
+0.73%
3506.281
 
VIS 		Vanguard Industrials ETF
48,779
12686.000
+0.19%
2.720
+0.01%
0.230
+15.76%
+24.67%
5393.523
 
IAK 		iShares U.S. Insurance ETF
90,562
11687.030
-2.72%
2.510
-0.07%
1.590
+12.65%
+32.46%
762.576
 
ITA 		iShares U.S. Aerospace & Defense ETF
75,463
11292.430
-2.74%
2.420
-0.07%
0.180
+10.95%
+22.83%
6507.692
 

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
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+6.16%
●
23.16 ($25.16) 26.42
$27.79
10.45%
Add 459.8%
1,342,808
275,734
SOXX 		iShares PHLX SOX Semiconductor Sector Index Fund2024-09-30Reduce
-2.79%
●
199.29 ($229.71) 265.49
$223.11
-2.87%
Reduce -98.29%
804
-46,110
IAI 		iShares U.S. Broker-Dealers ETF2024-09-30New Buy
+2.25%
●
115.73 ($123.6) 128.58
$149.40
20.87%
New holding
81,610
81,610
XMMO 		Invesco S&P MidCap Momentum ETF2024-09-30Sold Out
-2.25%
●
110.22 ($115.97) 120.89
$130.80
12.79%
Sold Out
0
-80,748
IYF 		iShares U.S. Financials ETF2024-09-30New Buy
+2.09%
●
93.83 ($100.3) 105.05
$115.08
14.74%
New holding
93,757
93,757
LRCX 		Lam Research Corp2024-09-30Sold Out
-1.93%
●
73.16 ($86.94) 112.73
$75.70
-12.93%
Sold Out
0
-74,430
CRWD 		CrowdStrike Holdings Inc2024-09-30Sold Out
-1.91%
●
217.89 ($284.07) 392.15
$343.50
20.92%
Sold Out
0
-20,396
CDNS 		Cadence Design Systems Inc2024-09-30Sold Out
-1.86%
●
246.84 ($276.46) 321.11
$297.77
7.71%
Sold Out
0
-24,807
CTAS 		Cintas Corp2024-09-30New Buy
+1.82%
●
173.53 ($192.98) 207.77
$224.73
16.45%
New holding
41,308
41,308
EME 		EMCOR Group Inc2024-09-30New Buy
+1.79%
●
340.22 ($377.43) 435.6
$514.08
36.21%
New holding
19,399
19,399

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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