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
CAT
Caterpillar Inc

Industrials
101
+ 8.24%
$360.37 - $416.88 $36.4K - $42.1K
1.33K $481K
ORCL
Oracle Corp

Technology
61
+ 3.11%
$165.41 - $192.43 $10.1K - $11.7K
2.02K $336K
Ge Vernova Inc
540
+ 24.7%
N/A
2.73K $0
Pimco ETF Tr
42.1K
+ 8.13%
N/A
560K $0
DAUG
First Tr ETF Viii Cboe Vest Us
2.53K
+ 1.56%
N/A
164K $0
PPA
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.37%
$113.79 - $124.5 $1.37K - $1.49K
3.26K $373K
Ge Healthcare Technologies I
90
+ 2.62%
N/A
3.53K $0
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 2.39%
$385.02 - $431.37 $4.62K - $5.18K
515 $200K
MRK
Merck & Co., Inc.

Healthcare
261
+ 9.04%
$96.31 - $114.76 $25.1K - $30K
3.15K $313K
AMD
Advanced Micro Devices Inc

Technology
865
+ 31.1%
$118.88 - $172.8 $103K - $149K
3.65K $440K
SHV
Ishares Tr

ETFs
177
+ 0.23%
$109.92 - $110.57 $19.5K - $19.6K
76.8K $8.45M
PHO
Invesco Exchange Traded Fd Tr

ETFs
57
+ 1.1%
$65.79 - $72.14 $3.75K - $4.11K
5.24K $344K
GE
General Electric CO

Industrials
770
+ 8.53%
$159.95 - $194.23 $123K - $150K
9.79K $1.63M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.47K
+ 3.91%
$209.89 - $233.24 $309K - $344K
39.1K $8.32M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.24K
+ 0.93%
$20.04 - $22.53 $24.9K - $28K
135K $2.73M
KLAC
Kla Corp

Technology
2.09K
+ 20.05%
$614.46 - $829.55 $1.28M - $1.73M
12.5K $7.88M
CLH
Clean Harbors Inc

Industrials
782
+ 2.24%
$228.61 - $263.39 $179K - $206K
35.7K $8.22M
SCHX
Schwab Strategic Tr Us Large C

ETFs
177K
+ 180.6%
$22.4 - $68.28 $3.97M - $12.1M
275K $6.38M
HEI
Heico Corp

Industrials
1.75K
+ 5.29%
$237.06 - $279.02 $414K - $487K
34.8K $8.26M
TSCO
Tractor Supply CO

Consumer Cyclical
128K
+ 414.04%
$52.59 - $303.74 $6.74M - $38.9M
159K $8.44M
CTAS
Cintas Corp

Industrials
1.32K
+ 3.2%
$182.7 - $226.47 $242K - $299K
42.6K $7.79M
LNTH
Lantheus Holdings, Inc.

Healthcare
4.32K
+ 5.44%
$76.22 - $116.71 $329K - $504K
83.7K $7.49M
ITB
Ishares Tr

ETFs
132
+ 0.08%
$103.31 - $129.34 $13.6K - $17.1K
174K $18M
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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