Minich Mac Gregor Wealth Management, LLC Incresed Positions in Q2 2025

Minich Mac Gregor Wealth Management, LLC

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
58.8K
+ 418.91%
$273.71 - $316.29 $16.1M - $18.6M
72.8K $22.2M
IAU
Ishares Gold Trust

ETFs
144K
+ 3754.5%
$56.1 - $64.74 $8.07M - $9.32M
148K $9.21M
IGV
Ishares Expanded Tech Software

ETFs
41.7K
+ 54.72%
$80.15 - $109.5 $3.34M - $4.56M
118K $12.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10.1K
+ 1754.18%
$483.48 - $539.8 $4.87M - $5.44M
10.6K $5.17M
IYC
Ishares U.S. Consumer Discreti

ETFs
20.7K
+ 12.11%
$79.19 - $99.64 $1.64M - $2.06M
191K $19.1M
IAI
Ishares Tr Us Broker Dealers &

ETFs
13.1K
+ 25.6%
$122.04 - $169.14 $1.6M - $2.21M
64.2K $10.9M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
5.13K
+ 2.66%
$27.82 - $46.45 $143K - $238K
198K $9.2M
ITA
Ishares Tr

ETFs
1.13K
+ 1.36%
$135.31 - $188.64 $153K - $213K
84.4K $15.9M
IVV
Ishares Core S&P 500 ETF

ETFs
3.44K
+ 27.34%
$498.8 - $620.9 $1.72M - $2.14M
16K $9.96M
IYJ
Ishares Tr

ETFs
14.8K
+ 26.33%
$115.07 - $142.31 $1.7M - $2.1M
70.9K $10.1M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
331
+ 0.24%
$17.11 - $21.71 $5.66K - $7.19K
136K $2.95M
META
Meta Platforms, Inc.

Communication Services
202
+ 22.93%
$484.66 - $738.09 $97.9K - $149K
1.08K $799K
VTI
Vanguard Total Stock Market Et

ETFs
695
+ 62.11%
$243.75 - $303.93 $169K - $211K
1.81K $551K
WMB
Williams Companies, Inc.

Energy
3.34K
+ 71.72%
$54.33 - $62.87 $181K - $210K
7.99K $501K
T
At&T Inc.

Communication Services
5.18K
+ 15.69%
$26.33 - $28.94 $136K - $150K
38.2K $1.11M
FDN
First Tr Fd Dow Jones

ETFs
18
+ 0.63%
$200.29 - $269.33 $3.61K - $4.85K
2.86K $770K
PLUG
Plug Power Inc

Industrials
42.5K
+ 334.88%
$0.7 - $1.49 $29.8K - $63.4K
55.2K $82K
FXO
First Tr Exchange Traded Fd Fi

ETFs
407
+ 3.31%
$45.9 - $56.06 $18.7K - $22.8K
12.7K $712K
FXR
First Trust Industrials/Produc

ETFs
207
+ 2.2%
$60.85 - $74.22 $12.6K - $15.4K
9.63K $715K
PHO
Invesco Exchange Traded Fd Tr

ETFs
119
+ 2.28%
$58.13 - $69.92 $6.92K - $8.32K
5.34K $372K
JNJ
Johnson & Johnson

Healthcare
258
+ 18.91%
$146.36 - $159.82 $37.8K - $41.2K
1.62K $247K
CVX
Chevron Corp

Energy
559
+ 18.73%
$133.73 - $168.51 $74.8K - $94.2K
3.54K $507K
WM
Waste Management Inc

Industrials
20
+ 2.09%
$216.47 - $242.1 $4.33K - $4.84K
977 $223K
Ge Healthcare Technologies I
21
+ 0.61%
N/A
3.44K $0
Ge Vernova Inc
17
+ 0.66%
N/A
2.58K $0
XOM
Exxon Mobil Corp

Energy
14
+ 0.28%
$99.93 - $119.04 $1.4K - $1.67K
5.03K $542K
Activity Summary
Buys All Purchases 49 New Holdings 22 Increased Positions 27 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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