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


  • 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
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