Minich Mac Gregor Wealth Management, LLC Purchases in Q3 2025

Minich Mac Gregor Wealth Management, LLC

  • $484 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
29.4K
+ 40.45%
$300.96 - $355.47 $8.86M - $10.5M
102K $36.3M
GOOGL
Alphabet Inc.

Communication Services
44.6K
+ 2128.84%
$174.36 - $254.72 $7.77M - $11.4M
46.7K $11.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
109K
+ 48.04%
$49.43 - $54.52 $5.36M - $5.92M
334K $18.1M
ITA
Ishares Tr

ETFs
20.8K
+ 24.68%
$184.73 - $209.26 $3.85M - $4.36M
105K $22M
SCHG
Schwab Strategic Tr Us Large C

ETFs
159K
+ 51.62%
$28.92 - $32.19 $4.59M - $5.11M
466K $14.9M
ETN
Eaton Corp PLC

Industrials
13.5K
New
$342.99 - $392.76 $4.64M - $5.31M
13.5K $5.06M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
123K
New
$38.58 - $58.24 $4.73M - $7.14M
123K $4.81M
NOW
Service Now, Inc.

Technology
5.19K
New
$850.86 - $1044.69 $4.42M - $5.43M
5.19K $4.78M
PANW
Palo Alto Networks Inc

Technology
18.6K
+ 73.14%
$167.06 - $208.19 $3.1M - $3.87M
44K $8.95M
FTNT
Fortinet, Inc.

Technology
41.6K
New
$74.39 - $107.65 $3.09M - $4.47M
41.6K $3.49M
KLAC
Kla Corp

Technology
371
+ 4.23%
$843.9 - $1078.6 $313K - $400K
9.14K $9.85M
IAU
Ishares Gold Trust

ETFs
4.13K
+ 2.79%
$61.62 - $72.77 $254K - $300K
152K $11.1M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
12.4K
New
$105.16 - $140.03 $1.3M - $1.73M
12.4K $1.68M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.84K
+ 3.24%
$89.32 - $107.82 $164K - $198K
58.5K $6.31M
IGV
Ishares Expanded Tech Software

ETFs
4.78K
+ 4.05%
$105.96 - $117.79 $506K - $563K
123K $14.1M
ICLN
Ishares

ETFs
75.9K
New
$13.22 - $15.48 $1M - $1.18M
75.9K $1.18M
IYC
Ishares U.S. Consumer Discreti

ETFs
1.62K
+ 0.85%
$98.12 - $105.85 $159K - $171K
193K $20.2M
IYF
Ishares Tr

ETFs
3.52K
+ 3.06%
$119.89 - $127.16 $422K - $448K
119K $15M
AAPL
Apple Inc.

Technology
1.79K
+ 13.82%
$202.38 - $256.87 $361K - $459K
14.7K $3.74M
TJX
Tjx Companies Inc

Consumer Cyclical
1.45K
+ 3.54%
$121.35 - $144.54 $176K - $209K
42.3K $6.11M
IVV
Ishares Core S&P 500 ETF

ETFs
318
+ 1.98%
$620.67 - $670.08 $197K - $213K
16.4K $11M
SPYG
Spdr Portfolio

ETFs
8.29K
New
$94.33 - $105.31 $782K - $873K
8.29K $866K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
17K
New
$42.26 - $47.16 $717K - $800K
17K $786K
IAI
Ishares Tr Us Broker Dealers &

ETFs
953
+ 1.48%
$168.93 - $178.7 $161K - $170K
65.1K $11.5M
BUG
Global X Fds Cybersecurity ETF

ETFs
18.5K
New
$32.23 - $37.41 $598K - $694K
18.5K $652K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
26.3K
New
$21.99 - $23.38 $577K - $614K
26.3K $606K
AMZN
Amazon Com Inc

Consumer Cyclical
2.63K
+ 49.19%
$211.65 - $238.24 $557K - $628K
7.99K $1.75M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
10.5K
New
$47.07 - $50.11 $492K - $524K
10.5K $521K
XLK
Technology Sector Spdr

ETFs
1.83K
New
$250.97 - $282.66 $460K - $518K
1.83K $516K
IYJ
Ishares Tr

ETFs
1.77K
+ 2.49%
$142.42 - $148.18 $251K - $262K
72.7K $10.6M
TSLA
Tesla, Inc.

Consumer Cyclical
374
+ 14.33%
$293.94 - $444.72 $110K - $166K
2.98K $1.33M
GE
General Electric CO

Industrials
234
+ 2.42%
$244.75 - $305.63 $57.3K - $71.5K
9.91K $2.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
551
+ 5.18%
$459.11 - $506.91 $253K - $279K
11.2K $5.63M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
4.8K
New
$67.16 - $93.48 $322K - $449K
4.8K $447K
XLI
Industrial Sector Spdr

ETFs
2.66K
New
$147.94 - $154.99 $393K - $412K
2.66K $409K
PBW
Invesco Exchange Traded Fd Tr

ETFs
14.1K
New
$20.09 - $29.42 $284K - $416K
14.1K $407K
JPM
Jpmorgan Chase & CO

Financial Services
761
+ 14.21%
$282.78 - $316.06 $215K - $241K
6.12K $1.93M
COF
Capital One Financial Corp

Financial Services
1.73K
New
$207.29 - $229.74 $359K - $398K
1.73K $368K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.7K
New
$91.44 - $91.77 $338K - $339K
3.7K $339K
ORCL
Oracle Corp

Technology
928
+ 85.06%
$218.96 - $328.33 $203K - $305K
2.02K $567K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.58K
New
$39.8 - $42.86 $302K - $325K
7.58K $324K
META
Meta Platforms, Inc.

Communication Services
424
+ 39.15%
$695.21 - $791.73 $295K - $336K
1.51K $1.11M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.32K
New
$51.78 - $57.89 $275K - $308K
5.32K $305K
IVZ
Invesco Ltd.

Financial Services
13K
New
$16.17 - $23.0 $211K - $300K
13K $299K
IAK
Ishares Tr

ETFs
2.42K
+ 3.5%
$126.37 - $134.46 $305K - $325K
71.6K $9.59M
MO
Altria Group, Inc.

Consumer Defensive
4.27K
New
$57.75 - $67.68 $246K - $289K
4.27K $281K
FDN
First Tr Fd Dow Jones

ETFs
863
+ 30.15%
$264.06 - $287.34 $228K - $248K
3.73K $1.04M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
440
New
$567.77 - $614.76 $250K - $270K
440 $269K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.15K
New
$208.95 - $229.72 $240K - $264K
1.15K $264K
Activity Summary
Buys All Purchases 80 New Holdings 29 Increased Positions 51 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email