Minich Mac Gregor Wealth Management, LLC Incresed Positions 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
LLY
Eli Lilly & CO

Healthcare
10.7K
+ 1164.92%
$725.72 - $929.72 $7.74M - $9.91M
11.6K $9.56M
SCHX
Schwab Strategic Tr Us Large C

ETFs
266K
+ 96.71%
$21.75 - $24.28 $5.79M - $6.46M
541K $12M
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
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17.2K
+ 7.82%
$24.79 - $25.26 $427K - $435K
237K $6M
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
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
Pimco ETF Tr
158K
+ 28.3%
N/A
718K $0
DAUG
First Tr ETF Viii Cboe Vest Us
38.1K
+ 23.15%
N/A
202K $0
FIW
First Trust Water ETF

ETFs
1
+ 0.03%
$99.48 - $106.74 $99.5 - $107
2.92K $293K
RSP
Invesco S&P 500 Equal Weight E

ETFs
18
+ 0.52%
$169.43 - $182.84 $3.05K - $3.29K
3.47K $601K
PRN
Invesco Dwa Industrials Moment

ETFs
112
+ 4.61%
$134.74 - $169.56 $15.1K - $19K
2.54K $350K
FXR
First Trust Industrials/Produc

ETFs
209
+ 2.27%
$68.3 - $79.81 $14.3K - $16.7K
9.43K $656K
CCJ
Cameco Corp

Energy
304
+ 5.01%
$40.64 - $56.86 $12.4K - $17.3K
6.37K $262K
PTF
Invesco Exchange Traded Fd Tr

ETFs
407
+ 7.3%
$56.97 - $77.14 $23.2K - $31.4K
5.98K $352K
FDN
First Tr Fd Dow Jones

ETFs
5
+ 0.18%
$221.38 - $266.86 $1.11K - $1.33K
2.84K $631K
GOOGL
Alphabet Inc.

Communication Services
228
+ 6.91%
$154.33 - $206.19 $35.2K - $47K
3.53K $545K
VIS
Vanguard Industrial ETF

ETFs
736
+ 1.52%
$243.63 - $273.99 $179K - $202K
49.2K $12.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
64
+ 1.51%
$468.34 - $539.52 $30K - $34.5K
4.32K $2.02M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
324
+ 0.24%
$18.61 - $21.28 $6.03K - $6.89K
136K $2.57M
IAT
Ishares Tr

ETFs
6.84K
+ 4.9%
$44.84 - $53.56 $307K - $366K
146K $6.82M
QTEC
First Trust Nasdaq 100 Technol

ETFs
975
+ 3.64%
$173.56 - $210.67 $169K - $205K
27.7K $4.81M
AMZN
Amazon Com Inc

Consumer Cyclical
178
+ 1.55%
$190.26 - $242.06 $33.9K - $43.1K
11.7K $2.22M
MSFT
Microsoft Corp

Technology
271
+ 2.68%
$375.39 - $447.2 $102K - $121K
10.4K $3.9M
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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