Minich Mac Gregor Wealth Management, LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $388 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $22.3M, Vaneck Morningstar Wide Moat E with a value of $21.9M, Ishares Tr with a value of $20.7M, First Trust Dorsey Wright Focu with a value of $14.5M, and Spdr Euro Stoxx 50 ETF with a value of $12.9M.

Examining the 13F form we can see an increase of $46.4M in the current position value, from $341M to 388M.

Below you can find more details about Minich Mac Gregor Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $388 Million
ETFs: $263 Million
Technology: $56.9 Million
Industrials: $26.4 Million
Consumer Cyclical: $16.3 Million
Financial Services: $11 Million
Healthcare: $10.3 Million
Energy: $1.54 Million
Communication Services: $887,000
Other: $1.14 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $388 Million
  • Prior Value $341 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 16 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
Track This Portfolio

Track Minich Mac Gregor Wealth Management, LLC Portfolio

Follow Minich Mac Gregor Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.