Minich Mac Gregor Wealth Management, LLC Reduced Holdings in Q4 2024

Minich Mac Gregor Wealth Management, LLC

  • $457 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TOL
Toll Brothers, Inc.

Consumer Cyclical
-5.19K
- 9.79%
$123.8 - $167.8 $643K - $871K
47.9K $6.03M
FV
First Trust Dorsey Wright Focu

ETFs
-29.7K
- 11.66%
$57.47 - $62.82 $1.71M - $1.87M
225K $13.3M
IRM
Iron Mountain Inc

Real Estate
-2.1K
- 2.78%
$101.62 - $128.14 $214K - $270K
73.7K $7.74M
LMT
Lockheed Martin Corp

Industrials
-11
- 0.2%
$479.66 - $614.62 $5.28K - $6.76K
5.4K $2.63M
ITA
Ishares Tr

ETFs
-648
- 0.86%
$144.31 - $157.31 $93.5K - $102K
74.8K $10.9M
IAK
Ishares Tr

ETFs
-989
- 1.09%
$123.78 - $138.16 $122K - $137K
89.6K $11.3M
VIS
Vanguard Industrial ETF

ETFs
-284
- 0.58%
$254.39 - $279.7 $72.2K - $79.4K
48.5K $12.3M
UNH
Unitedhealth Group Inc

Healthcare
-222
- 21.31%
$485.52 - $625.25 $108K - $139K
820 $414K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-4.38K
- 10.66%
$35.45 - $40.33 $155K - $176K
36.7K $1.32M
FCX
Freeport Mcmoran Inc

Basic Materials
-654
- 6.13%
$38.08 - $50.82 $24.9K - $33.2K
10K $381K
XOM
Exxon Mobil Corp

Energy
-482
- 8.18%
$105.51 - $125.37 $50.9K - $60.4K
5.41K $581K
AXP
American Express CO

Financial Services
-252
- 24.61%
$267.35 - $305.57 $67.4K - $77K
772 $229K
FXR
First Trust Industrials/Produc

ETFs
-374
- 3.9%
$74.81 - $83.27 $28K - $31.1K
9.22K $689K
FDN
First Tr Fd Dow Jones

ETFs
-529
- 15.71%
$210.5 - $257.24 $111K - $136K
2.84K $690K
FIW
First Trust Water ETF

ETFs
-6
- 0.21%
$102.02 - $110.91 $612 - $665
2.92K $297K
CVX
Chevron Corp

Energy
-102
- 3.29%
$141.15 - $162.53 $14.4K - $16.6K
3K $434K
IYJ
Ishares Tr

ETFs
-6
- 0.01%
$132.97 - $143.93 $798 - $864
65.4K $8.73M
PRN
Invesco Dwa Industrials Moment

ETFs
-23
- 0.94%
$151.92 - $177.75 $3.49K - $4.09K
2.43K $373K
WMB
Williams Companies, Inc.

Energy
-578
- 12.87%
$46.37 - $59.74 $26.8K - $34.5K
3.91K $211K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1
- 0.01%
$46.94 - $51.62 $46.9 - $51.6
6.67K $333K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-13
- 0.15%
$42.94 - $49.52 $558 - $644
8.65K $403K
PTF
Invesco Exchange Traded Fd Tr

ETFs
-100
- 1.76%
$62.32 - $80.47 $6.23K - $8.05K
5.58K $404K
IVV
Ishares Core S&P 500 ETF

ETFs
-144
- 0.91%
$570.51 - $610.59 $82.2K - $87.9K
15.6K $9.2M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-1.83K
- 2.24%
$127.59 - $153.41 $233K - $281K
79.8K $11.5M
IGV
Ishares Expanded Tech Software

ETFs
-1.73K
- 1.54%
$87.5 - $110.17 $151K - $190K
111K $11.1M
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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