Minich Mac Gregor Wealth Management, LLC New Holdings in Q3 2025

Minich Mac Gregor Wealth Management, LLC

  • $484 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
13.5K
New
$342.99 - $392.76 $4.64M - $5.31M
13.5K $5.06M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
123K
New
$38.58 - $58.24 $4.73M - $7.14M
123K $4.81M
NOW
Service Now, Inc.

Technology
5.19K
New
$850.86 - $1044.69 $4.42M - $5.43M
5.19K $4.78M
FTNT
Fortinet, Inc.

Technology
41.6K
New
$74.39 - $107.65 $3.09M - $4.47M
41.6K $3.49M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
12.4K
New
$105.16 - $140.03 $1.3M - $1.73M
12.4K $1.68M
ICLN
Ishares

ETFs
75.9K
New
$13.22 - $15.48 $1M - $1.18M
75.9K $1.18M
SPYG
Spdr Portfolio

ETFs
8.29K
New
$94.33 - $105.31 $782K - $873K
8.29K $866K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
17K
New
$42.26 - $47.16 $717K - $800K
17K $786K
BUG
Global X Fds Cybersecurity ETF

ETFs
18.5K
New
$32.23 - $37.41 $598K - $694K
18.5K $652K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
26.3K
New
$21.99 - $23.38 $577K - $614K
26.3K $606K
XLK
Technology Sector Spdr

ETFs
1.83K
New
$250.97 - $282.66 $460K - $518K
1.83K $516K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
4.8K
New
$67.16 - $93.48 $322K - $449K
4.8K $447K
XLI
Industrial Sector Spdr

ETFs
2.66K
New
$147.94 - $154.99 $393K - $412K
2.66K $409K
PBW
Invesco Exchange Traded Fd Tr

ETFs
14.1K
New
$20.09 - $29.42 $284K - $416K
14.1K $407K
COF
Capital One Financial Corp

Financial Services
1.73K
New
$207.29 - $229.74 $359K - $398K
1.73K $368K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.7K
New
$91.44 - $91.77 $338K - $339K
3.7K $339K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.58K
New
$39.8 - $42.86 $302K - $325K
7.58K $324K
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.32K
New
$51.78 - $57.89 $275K - $308K
5.32K $305K
IVZ
Invesco Ltd.

Financial Services
13K
New
$16.17 - $23.0 $211K - $300K
13K $299K
MO
Altria Group, Inc.

Consumer Defensive
4.27K
New
$57.75 - $67.68 $246K - $289K
4.27K $281K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
440
New
$567.77 - $614.76 $250K - $270K
440 $269K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.15K
New
$208.95 - $229.72 $240K - $264K
1.15K $264K
GOOG
Alphabet Inc.

Communication Services
1.07K
New
$175.16 - $255.24 $188K - $274K
1.07K $261K
ET
Energy Transfer LP

Energy
13.8K
New
$17.11 - $18.16 $237K - $251K
13.8K $237K
VB
Vanguard Small Cap ETF

ETFs
811
New
$237.58 - $259.17 $193K - $210K
811 $206K
TQQQ
Proshares Ultrapro Qqq

ETFs
1.98K
New
$80.89 - $104.72 $160K - $207K
1.98K $204K
HD
Home Depot, Inc.

Consumer Cyclical
501
New
$357.4 - $423.42 $179K - $212K
501 $203K
FTXL
First Tr ETF Vi Nasdaq Semicon
2.39K
New
N/A
2.39K $0
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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