Minich Mac Gregor Wealth Management, LLC Incresed Positions 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
PANW
Palo Alto Networks Inc

Technology
18.6K
+ 73.14%
$167.06 - $208.19 $3.1M - $3.87M
44K $8.95M
NVDA
Nvidia Corp

Technology
2.04K
+ 2.48%
$153.3 - $186.58 $313K - $381K
84.3K $15.7M
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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.84K
+ 3.24%
$89.32 - $107.82 $164K - $198K
58.5K $6.31M
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
IAI
Ishares Tr Us Broker Dealers &

ETFs
953
+ 1.48%
$168.93 - $178.7 $161K - $170K
65.1K $11.5M
AMZN
Amazon Com Inc

Consumer Cyclical
2.63K
+ 49.19%
$211.65 - $238.24 $557K - $628K
7.99K $1.75M
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
JPM
Jpmorgan Chase & CO

Financial Services
761
+ 14.21%
$282.78 - $316.06 $215K - $241K
6.12K $1.93M
ORCL
Oracle Corp

Technology
928
+ 85.06%
$218.96 - $328.33 $203K - $305K
2.02K $567K
META
Meta Platforms, Inc.

Communication Services
424
+ 39.15%
$695.21 - $791.73 $295K - $336K
1.51K $1.11M
IAK
Ishares Tr

ETFs
2.42K
+ 3.5%
$126.37 - $134.46 $305K - $325K
71.6K $9.59M
FDN
First Tr Fd Dow Jones

ETFs
863
+ 30.15%
$264.06 - $287.34 $228K - $248K
3.73K $1.04M
FXR
First Trust Industrials/Produc

ETFs
2.78K
+ 28.85%
$75.64 - $80.06 $210K - $222K
12.4K $968K
HEI
Heico Corp

Industrials
1.17K
+ 4.66%
$304.5 - $337.56 $357K - $396K
26.4K $8.51M
LMT
Lockheed Martin Corp

Industrials
24
+ 0.39%
$410.74 - $499.21 $9.86K - $12K
6.1K $3.05M
AMD
Advanced Micro Devices Inc

Technology
759
+ 25.4%
$134.8 - $184.42 $102K - $140K
3.75K $606K
IBDV
Ishares Tr

Technology
2.88K
+ 0.73%
$21.75 - $22.22 $62.7K - $64K
397K $8.8M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
315
+ 0.23%
$21.15 - $22.45 $6.66K - $7.07K
136K $3.04M
JNJ
Johnson & Johnson

Healthcare
62
+ 3.82%
$155.17 - $185.42 $9.62K - $11.5K
1.68K $312K
PLUG
Plug Power Inc

Industrials
360
+ 0.65%
$1.37 - $2.65 $493 - $954
55.6K $129K
MAR
Marriott International Inc

Consumer Cyclical
1.07K
+ 5.83%
$255.35 - $282.87 $273K - $302K
19.4K $5.05M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.11%
$303.93 - $329.86 $608 - $660
1.82K $595K
RSP
Invesco S&P 500 Equal Weight E

ETFs
96
+ 3.27%
$181.56 - $190.33 $17.4K - $18.3K
3.03K $575K
BAC
Bank Of America Corp

Financial Services
274
+ 4.54%
$44.92 - $52.42 $12.3K - $14.4K
6.3K $325K
AXP
American Express CO

Financial Services
65
+ 4.92%
$294.27 - $342.31 $19.1K - $22.3K
1.39K $460K
PHO
Invesco Exchange Traded Fd Tr

ETFs
303
+ 5.68%
$69.62 - $73.99 $21.1K - $22.4K
5.64K $406K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
302
+ 5.11%
$35.42 - $38.65 $10.7K - $11.7K
6.21K $236K
WFC
Wells Fargo & Company

Financial Services
11
+ 0.23%
$77.05 - $85.16 $848 - $937
4.86K $407K
Ge Healthcare Technologies I
12
+ 0.35%
N/A
3.45K $0
Pimco ETF Tr
1.79K
+ 0.25%
N/A
719K $0
Ishares Bitcoin Trust ETF
88
+ 2.42%
N/A
3.73K $0
CSCO
Cisco Systems, Inc.

Technology
41
+ 1.04%
$66.2 - $71.79 $2.71K - $2.94K
3.99K $272K
EMR
Emerson Electric CO

Industrials
7
+ 0.34%
$128.6 - $149.63 $900 - $1.05K
2.1K $274K
NFLX
Netflix Inc

Communication Services
32
+ 9.52%
$1147.87 - $1297.18 $36.7K - $41.5K
368 $441K
OCCI
Ofs Credit Company, Inc.

Financial Services
14
+ 0.12%
$5.28 - $6.3 $73.9 - $88.2
11.8K $63K
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
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