Minich Mac Gregor Wealth Management, LLC Purchases in Q1 2025

Minich Mac Gregor Wealth Management, LLC

  • $419 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
250K
+ 662.61%
$100.32 - $100.76 $25.1M - $25.2M
288K $29M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
587K
New
$27.01 - $28.54 $15.8M - $16.7M
587K $16.4M
IYC
Ishares U.S. Consumer Discreti

ETFs
171K
New
$85.71 - $101.2 $14.6M - $17.3M
171K $15.1M
IDU
Ishares Tr U S Utils ETF

ETFs
113K
New
$95.33 - $102.77 $10.8M - $11.6M
113K $11.5M
LLY
Eli Lilly & CO

Healthcare
10.7K
+ 1164.92%
$725.72 - $929.72 $7.74M - $9.91M
11.6K $9.56M
CHD
Church & Dwight CO Inc

Consumer Defensive
68.8K
New
$101.42 - $113.2 $6.97M - $7.78M
68.8K $7.57M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
60.7K
New
$95.85 - $99.25 $5.82M - $6.02M
60.7K $6M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
193K
New
$24.39 - $35.22 $4.7M - $6.79M
193K $5.73M
SCHX
Schwab Strategic Tr Us Large C

ETFs
266K
+ 96.71%
$21.75 - $24.28 $5.79M - $6.46M
541K $12M
DT
Dynatrace, Inc.

Technology
105K
New
$47.15 - $62.42 $4.95M - $6.56M
105K $4.95M
HEI
Heico Corp

Industrials
3.71K
+ 10.67%
$219.6 - $270.85 $815K - $1.01M
38.5K $10.3M
ITA
Ishares Tr

ETFs
8.44K
+ 11.28%
$144.84 - $159.5 $1.22M - $1.35M
83.3K $12.7M
SHV
Ishares Tr

ETFs
10.2K
+ 13.34%
$110.11 - $110.51 $1.13M - $1.13M
87K $9.61M
IYF
Ishares Tr

ETFs
5.83K
+ 3.22%
$107.69 - $119.37 $628K - $696K
187K $21.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.4K
+ 22.06%
$81.83 - $82.73 $849K - $858K
57.4K $4.75M
KLAC
Kla Corp

Technology
172
+ 1.38%
$636.62 - $777.63 $109K - $134K
12.7K $8.62M
GLD
Spdr Gold Trust

ETFs
281
+ 2.04%
$243.19 - $288.14 $68.3K - $81K
14K $4.04M
FXU
First Tr Exchange Traded Fd Ut

ETFs
16.5K
New
$37.42 - $41.14 $617K - $678K
16.5K $676K
IBDV
Ishares Tr

Technology
22.9K
+ 6.15%
$21.11 - $21.73 $484K - $498K
396K $8.59M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17.2K
+ 7.82%
$24.79 - $25.26 $427K - $435K
237K $6M
IBM
International Business Machines Corp

Technology
1.59K
New
$217.4 - $264.74 $346K - $421K
1.59K $395K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
23K
New
$16.57 - $18.85 $381K - $434K
23K $382K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
7.16K
New
$46.78 - $57.72 $335K - $413K
7.16K $348K
AADR
Advisorshares Dorsey Wright Ad

ETFs
4.31K
New
$69.41 - $78.72 $299K - $339K
4.31K $320K
T
At&T Inc.

Communication Services
5.93K
+ 21.84%
$21.56 - $28.28 $128K - $168K
33K $934K
JPM
Jpmorgan Chase & CO

Financial Services
1.13K
+ 21.37%
$225.19 - $279.95 $255K - $317K
6.44K $1.58M
BK
Bank Of New York Mellon Corp

Financial Services
3.38K
New
$75.42 - $88.95 $255K - $301K
3.38K $283K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
12.2K
New
$20.1 - $20.8 $245K - $254K
12.2K $253K
BMY
Bristol Myers Squibb CO

Healthcare
3.96K
New
$53.9 - $63.11 $214K - $250K
3.96K $241K
JNJ
Johnson & Johnson

Healthcare
1.36K
New
$142.06 - $167.7 $194K - $229K
1.36K $226K
IAU
Ishares Gold Trust

ETFs
3.83K
New
$49.74 - $58.96 $191K - $226K
3.83K $225K
WM
Waste Management Inc

Industrials
957
New
$200.54 - $233.78 $192K - $224K
957 $221K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
9.08K
New
$22.61 - $23.14 $205K - $210K
9.08K $210K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.63K
New
$23.9 - $24.18 $206K - $209K
8.63K $208K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.59K
New
N/A
8.59K $204K
AXP
American Express CO

Financial Services
696
+ 90.16%
$255.39 - $325.87 $178K - $227K
1.47K $394K
ABBV
Abb Vie Inc.

Healthcare
335
+ 13.24%
$169.2 - $216.66 $56.7K - $72.6K
2.87K $600K
LMT
Lockheed Martin Corp

Industrials
738
+ 13.66%
$423.19 - $506.29 $312K - $374K
6.14K $2.74M
V
Visa Inc.

Financial Services
133
+ 8.79%
$306.92 - $362.71 $40.8K - $48.2K
1.65K $576K
VRSK
Verisk Analytics, Inc.

Industrials
5
+ 0.15%
$268.63 - $301.33 $1.34K - $1.51K
3.31K $985K
WMB
Williams Companies, Inc.

Energy
738
+ 18.87%
$54.02 - $61.09 $39.9K - $45.1K
4.65K $277K
WMT
Walmart Inc.

Consumer Defensive
811
+ 10.17%
$84.5 - $105.05 $68.5K - $85.2K
8.79K $771K
FCX
Freeport Mcmoran Inc

Basic Materials
902
+ 9.0%
$34.5 - $43.01 $31.1K - $38.8K
10.9K $413K
VHT
Vanguard Health Care ETF

ETFs
6
+ 0.36%
$254.06 - $273.83 $1.52K - $1.64K
1.67K $441K
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.36%
$137.61 - $149.68 $963 - $1.05K
1.97K $287K
VGT
Vanguard Information Technolog

ETFs
110
+ 19.93%
$542.38 - $646.34 $59.7K - $71.1K
662 $359K
EMR
Emerson Electric CO

Industrials
365
+ 18.6%
$108.64 - $131.17 $39.7K - $47.9K
2.33K $255K
CSCO
Cisco Systems, Inc.

Technology
8
+ 0.2%
$58.74 - $64.87 $470 - $519
3.95K $243K
PBS
Invesco Exchange Traded Fd Tr

ETFs
6.7K
New
N/A
6.7K $0
Activity Summary
Buys All Purchases 68 New Holdings 24 Increased Positions 44 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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