Minich Mac Gregor Wealth Management, LLC Incresed Positions in Q4 2024

Minich Mac Gregor Wealth Management, LLC

  • $457 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IYF
Ishares Tr

ETFs
87.2K
+ 93.06%
$102.7 - $119.05 $8.96M - $10.4M
181K $20M
PSTG
Pure Storage, Inc.

Technology
29.6K
+ 21.59%
$48.19 - $66.6 $1.43M - $1.97M
167K $10.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.19K
+ 21.83%
$567.81 - $607.81 $2.38M - $2.55M
23.4K $13.7M
NVDA
Nvidia Corp

Technology
5.87K
+ 6.45%
$117.0 - $148.88 $687K - $874K
96.9K $13M
SCHG
Schwab Strategic Tr Us Large C

ETFs
977K
+ 291.16%
$25.93 - $105.3 $25.3M - $103M
1.31M $36.6M
MAR
Marriott International Inc

Consumer Cyclical
64
+ 0.19%
$246.06 - $292.59 $15.7K - $18.7K
34.5K $9.61M
DSGX
Descartes Systems Group Inc

Technology
915
+ 1.09%
$100.21 - $121.37 $91.7K - $111K
85.1K $9.66M
MSFT
Microsoft Corp

Technology
2.25K
+ 28.56%
$406.35 - $454.46 $912K - $1.02M
10.1K $4.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.47K
+ 52.95%
$481.22 - $538.17 $708K - $792K
4.25K $2.17M
TSLA
Tesla, Inc.

Consumer Cyclical
586
+ 14.78%
$213.65 - $479.86 $125K - $281K
4.55K $1.84M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.68K
+ 350.0%
$417.69 - $450.94 $702K - $758K
2.16K $919K
PANW
Palo Alto Networks Inc

Technology
24.5K
+ 104.3%
$181.96 - $405.9 $4.47M - $9.96M
48.1K $8.75M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.97K
+ 3.04%
N/A
270K $23.2M
EME
Emcor Group, Inc.

Industrials
494
+ 2.55%
$427.96 - $526.95 $211K - $260K
19.9K $9.03M
AMZN
Amazon Com Inc

Consumer Cyclical
1.12K
+ 10.82%
$180.88 - $232.93 $203K - $262K
11.5K $2.52M
T
At&T Inc.

Communication Services
17.1K
+ 169.75%
$21.22 - $23.88 $362K - $408K
27.1K $617K
AAPL
Apple Inc.

Technology
523
+ 3.72%
$221.69 - $259.02 $116K - $135K
14.6K $3.65M
JPM
Jpmorgan Chase & CO

Financial Services
619
+ 13.2%
$205.18 - $250.29 $127K - $155K
5.31K $1.27M
META
Meta Platforms, Inc.

Communication Services
417
+ 58.08%
$554.08 - $632.68 $231K - $264K
1.14K $669K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.6K
+ 7.4%
$100.22 - $100.73 $261K - $262K
37.7K $3.79M
GOOGL
Alphabet Inc.

Communication Services
870
+ 35.83%
$161.86 - $196.66 $141K - $171K
3.3K $624K
WMT
Walmart Inc.

Consumer Defensive
1.71K
+ 27.36%
$79.1 - $95.7 $135K - $164K
7.98K $720K
COST
Costco Wholesale Corp

Consumer Defensive
203
+ 54.13%
$873.59 - $994.69 $177K - $202K
578 $529K
AVGO
Broadcom Inc.

Technology
443
+ 37.16%
$159.67 - $250.0 $70.7K - $111K
1.64K $379K
GLD
Spdr Gold Trust

ETFs
768
+ 5.92%
$236.59 - $257.5 $182K - $198K
13.7K $3.33M
V
Visa Inc.

Financial Services
373
+ 32.72%
$273.87 - $320.91 $102K - $120K
1.51K $478K
VUG
Vanguard Growth ETF

ETFs
261
+ 40.72%
$378.79 - $428.11 $98.9K - $112K
902 $370K
NFLX
Netflix Inc

Communication Services
68
+ 22.15%
$687.65 - $936.56 $46.8K - $63.7K
375 $334K
ABBV
Abb Vie Inc.

Healthcare
840
+ 49.67%
$164.99 - $203.87 $139K - $171K
2.53K $449K
WFC
Wells Fargo & Company

Financial Services
677
+ 16.24%
$54.98 - $77.35 $37.2K - $52.4K
4.85K $340K
QTEC
First Trust Nasdaq 100 Technol

ETFs
867
+ 3.35%
$185.87 - $204.12 $161K - $177K
26.8K $5.04M
SOXX
Ishares Semiconductor ETF

ETFs
393
+ 48.88%
$211.27 - $239.8 $83K - $94.2K
1.2K $257K
RSP
Invesco S&P 500 Equal Weight E

ETFs
478
+ 16.05%
$174.22 - $187.62 $83.3K - $89.7K
3.46K $605K
CCJ
Cameco Corp

Energy
976
+ 19.17%
$48.64 - $61.14 $47.5K - $59.7K
6.07K $311K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.4K
+ 3.06%
$81.68 - $82.93 $114K - $116K
47K $3.85M
LLY
Eli Lilly & CO

Healthcare
185
+ 25.34%
$727.2 - $932.06 $135K - $172K
915 $706K
PG
Procter & Gamble CO

Consumer Defensive
322
+ 22.97%
$161.05 - $179.7 $51.9K - $57.9K
1.72K $289K
XLV
Select Sector Spdr Fund Health

ETFs
508
+ 34.94%
$136.28 - $154.74 $69.2K - $78.6K
1.96K $269K
BSX
Boston Scientific Corp

Healthcare
130
+ 2.34%
$83.62 - $91.5 $10.9K - $11.9K
5.69K $508K
VRSK
Verisk Analytics, Inc.

Industrials
6
+ 0.18%
$262.86 - $294.75 $1.58K - $1.77K
3.31K $910K
FXD
First Tr Exchange Traded Fd

ETFs
131
+ 1.24%
$62.05 - $68.52 $8.13K - $8.98K
10.7K $691K
RTX
Raytheon Technologies Corp

Industrials
269
+ 15.99%
$114.45 - $127.21 $30.8K - $34.2K
1.95K $225K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.36%
$571.78 - $647.97 $1.14K - $1.3K
552 $343K
VHT
Vanguard Health Care ETF

ETFs
242
+ 17.04%
$250.81 - $283.3 $60.7K - $68.6K
1.66K $421K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.17K
+ 2.88%
$24.82 - $25.48 $153K - $157K
220K $5.48M
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.62%
$280.04 - $302.45 $1.96K - $2.12K
1.14K $331K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9
+ 0.54%
$201.32 - $217.44 $1.81K - $1.96K
1.69K $348K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
37
+ 1.24%
$111.94 - $126.4 $4.14K - $4.68K
3.02K $350K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 2.95%
$442.29 - $483.08 $7.52K - $8.21K
593 $268K
Activity Summary
Buys All Purchases 87 New Holdings 13 Increased Positions 74 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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