Minich Mac Gregor Wealth Management, LLC Reduced Holdings in Q3 2024

Minich Mac Gregor Wealth Management, LLC

  • $444 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SOXX
Ishares Semiconductor ETF

ETFs
-46.1K
- 98.29%
$199.29 - $265.49 $9.19M - $12.2M
804 $185K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-12.1K
- 4.43%
$85.84 - $85.84 $1.04M - $1.04M
262K $22.5M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-189
- 0.72%
$169.92 - $205.38 $32.1K - $38.8K
25.9K $4.95M
GOOGL
Alphabet Inc.

Communication Services
-656
- 21.27%
$148.65 - $191.18 $97.5K - $125K
2.43K $402K
VHT
Vanguard Health Care ETF

ETFs
-551
- 27.96%
$261.88 - $288.1 $144K - $159K
1.42K $400K
CVX
Chevron Corp

Energy
-115
- 3.57%
$137.88 - $161.97 $15.9K - $18.6K
3.1K $456K
FCX
Freeport Mcmoran Inc

Basic Materials
-670
- 5.91%
$39.52 - $51.92 $26.5K - $34.8K
10.7K $532K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.82K
- 3.32%
$37.64 - $39.51 $68.4K - $71.8K
52.9K $2.09M
PTF
Invesco Exchange Traded Fd Tr

ETFs
-348
- 5.78%
$53.62 - $65.67 $18.7K - $22.9K
5.68K $359K
FTXL
First Tr ETF Vi Nasdaq Semicon
-372
- 4.61%
N/A
7.69K $0
XLG
Invesco Exchange Traded Fd Tr

ETFs
-219
- 3.18%
$42.54 - $47.97 $9.32K - $10.5K
6.67K $317K
AMD
Advanced Micro Devices Inc

Technology
-1
- 0.04%
$128.67 - $183.96 $129 - $184
2.78K $456K
PG
Procter & Gamble CO

Consumer Defensive
-14
- 0.99%
$160.76 - $177.82 $2.25K - $2.49K
1.4K $242K
XOM
Exxon Mobil Corp

Energy
-10
- 0.17%
$109.72 - $119.0 $1.1K - $1.19K
5.89K $690K
FXD
First Tr Exchange Traded Fd

ETFs
-350
- 3.21%
$56.55 - $63.72 $19.8K - $22.3K
10.6K $668K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-208
- 3.86%
$63.82 - $70.54 $13.3K - $14.7K
5.18K $365K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-225
- 6.48%
$102.05 - $114.97 $23K - $25.9K
3.25K $373K
META
Meta Platforms, Inc.

Communication Services
-57
- 7.35%
$453.41 - $572.44 $25.8K - $32.6K
718 $411K
T
At&T Inc.

Communication Services
-102
- 1.0%
$18.21 - $22.28 $1.86K - $2.27K
10.1K $221K
FIW
First Trust Water ETF

ETFs
-7
- 0.24%
$98.0 - $109.33 $686 - $765
2.92K $319K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9
- 1.54%
$405.19 - $478.57 $3.65K - $4.31K
576 $265K
PKB
Invesco Exchange Traded Fd Tr

ETFs
-427
- 8.07%
$66.28 - $79.78 $28.3K - $34.1K
4.86K $387K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-462
- 1.0%
$81.31 - $83.29 $37.6K - $38.5K
45.6K $3.79M
ABBV
Abb Vie Inc.

Healthcare
-14
- 0.82%
$163.84 - $199.33 $2.29K - $2.79K
1.69K $333K
FXR
First Trust Industrials/Produc

ETFs
-341
- 3.43%
$66.85 - $75.76 $22.8K - $25.8K
9.59K $726K
IGV
Ishares Expanded Tech Software

ETFs
-2.4K
- 2.09%
$77.94 - $89.37 $187K - $214K
112K $10M
UNH
Unitedhealth Group Inc

Healthcare
-7
- 0.67%
$488.01 - $604.18 $3.42K - $4.23K
1.04K $609K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.27K
- 2.99%
$32.65 - $36.69 $41.4K - $46.5K
41.1K $1.49M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-119
- 0.38%
$90.87 - $102.43 $10.8K - $12.2K
31.1K $3.07M
IVV
Ishares Core S&P 500 ETF

ETFs
-465
- 2.86%
$520.18 - $576.82 $242K - $268K
15.8K $9.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-60
- 1.49%
$191.76 - $263.26 $11.5K - $15.8K
3.97K $1.04M
SLV
I Shares Silver Trust

ETFs
-5.78K
- 2.61%
$24.33 - $29.38 $141K - $170K
215K $6.12M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-752
- 0.76%
$61.11 - $67.85 $46K - $51K
98.1K $6.65M
GLD
Spdr Gold Trust

ETFs
-129
- 0.98%
$215.56 - $246.98 $27.8K - $31.9K
13K $3.16M
SPY
Spdr S&P 500 ETF Trust

ETFs
-70
- 0.36%
$517.38 - $573.86 $36.2K - $40.2K
19.2K $11M
LMT
Lockheed Martin Corp

Industrials
-14
- 0.26%
$460.3 - $584.56 $6.44K - $8.18K
5.42K $3.17M
IYJ
Ishares Tr

ETFs
-1.49K
- 2.23%
$118.32 - $133.67 $176K - $199K
65.4K $8.74M
HEI
Heico Corp

Industrials
-1.49K
- 4.32%
$220.59 - $267.96 $328K - $399K
33K $8.63M
ITA
Ishares Tr

ETFs
-2.13K
- 2.74%
$131.58 - $149.64 $280K - $318K
75.5K $11.3M
LNTH
Lantheus Holdings, Inc.

Healthcare
-16K
- 16.75%
$77.7 - $123.62 $1.24M - $1.98M
79.4K $8.71M
IRM
Iron Mountain Inc

Real Estate
-11.6K
- 13.28%
$89.69 - $119.32 $1.04M - $1.38M
75.8K $9M
IAK
Ishares Tr

ETFs
-2.53K
- 2.72%
$112.0 - $130.47 $284K - $330K
90.6K $11.7M
ITB
Ishares Tr

ETFs
-2.73K
- 1.55%
$97.52 - $128.64 $267K - $352K
174K $22.1M
Activity Summary
Buys All Purchases 60 New Holdings 19 Increased Positions 41 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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