Minich Mac Gregor Wealth Management, LLC Sells in Q2 2025

Minich Mac Gregor Wealth Management, LLC

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-145K
- 77.74%
N/A
41.5K $3.56M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-115K
- 39.94%
$100.04 - $100.54 $11.5M - $11.6M
173K $17.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-398K
- 56.42%
$22.27 - $29.21 $8.87M - $11.6M
308K $8.99M
IYF
Ishares Tr

ETFs
-71.8K
- 38.44%
$99.23 - $120.99 $7.13M - $8.69M
115K $13.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-42K
- 69.14%
$96.84 - $99.46 $4.06M - $4.17M
18.7K $1.86M
HEI
Heico Corp

Industrials
-13.3K
- 34.53%
$236.44 - $328.0 $3.14M - $4.36M
25.2K $8.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.85K
- 22.17%
$496.48 - $617.85 $2.41M - $3M
17K $10.5M
LLY
Eli Lilly & CO

Healthcare
-1.11K
- 9.59%
$713.71 - $898.95 $792K - $998K
10.5K $8.16M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-16.4K
- 10.28%
$79.41 - $86.53 $1.3M - $1.42M
143K $12.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2.16K
- 8.47%
$212.1 - $244.27 $458K - $528K
23.3K $5.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.36K
- 54.73%
$416.06 - $551.64 $983K - $1.3M
1.95K $1.08M
KLAC
Kla Corp

Technology
-3.92K
- 30.88%
$576.53 - $902.94 $2.26M - $3.54M
8.76K $7.85M
CTAS
Cintas Corp

Industrials
-5.55K
- 19.71%
$190.11 - $227.66 $1.05M - $1.26M
22.6K $5.04M
AAPL
Apple Inc.

Technology
-1.63K
- 11.23%
$172.42 - $223.89 $282K - $366K
12.9K $2.65M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-10.8K
- 64.62%
$29.52 - $35.31 $319K - $381K
5.91K $208K
IDU
Ishares Tr U S Utils ETF

ETFs
-6.55K
- 5.79%
$93.98 - $106.11 $616K - $695K
107K $11.1M
WMT
Walmart Inc.

Consumer Defensive
-3.53K
- 40.15%
$81.79 - $99.98 $289K - $353K
5.26K $514K
V
Visa Inc.

Financial Services
-576
- 34.99%
$308.27 - $373.31 $178K - $215K
1.07K $379K
GOOGL
Alphabet Inc.

Communication Services
-1.43K
- 40.61%
$144.7 - $178.6 $207K - $256K
2.09K $369K
ABBV
Abb Vie Inc.

Healthcare
-563
- 19.64%
$170.16 - $206.27 $95.8K - $116K
2.3K $427K
COST
Costco Wholesale Corp

Consumer Defensive
-175
- 30.97%
$908.13 - $1056.85 $159K - $185K
390 $386K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.79K
- 3.11%
$82.21 - $83.12 $147K - $148K
55.6K $4.61M
PANW
Palo Alto Networks Inc

Technology
-5.63K
- 18.14%
$152.44 - $204.64 $857K - $1.15M
25.4K $5.2M
FV
First Trust Dorsey Wright Focu

ETFs
-2.87K
- 15.92%
$48.43 - $59.26 $139K - $170K
15.1K $896K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-536
- 15.43%
$152.93 - $181.74 $82K - $97.4K
2.94K $533K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-4.16K
- 18.07%
$14.97 - $16.79 $62.2K - $69.8K
18.8K $315K
SHV
Ishares Tr

ETFs
-458
- 0.53%
$110.06 - $110.46 $50.4K - $50.6K
86.6K $9.56M
AADR
Advisorshares Dorsey Wright Ad

ETFs
-602
- 13.97%
$62.48 - $80.28 $37.6K - $48.3K
3.71K $290K
JPM
Jpmorgan Chase & CO

Financial Services
-1.09K
- 16.86%
$210.28 - $289.91 $228K - $315K
5.36K $1.55M
PG
Procter & Gamble CO

Consumer Defensive
-44
- 2.57%
$157.66 - $172.39 $6.94K - $7.59K
1.67K $265K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.54K
- 1.07%
$24.94 - $25.42 $63.4K - $64.6K
235K $5.97M
BK
Bank Of New York Mellon Corp

Financial Services
-458
- 13.53%
$73.31 - $91.62 $33.6K - $42K
2.93K $266K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-900
- 5.46%
$37.86 - $43.29 $34.1K - $39K
15.6K $660K
Pimco ETF Tr
-179
- 2.31%
N/A
7.57K $0
PBS
Invesco Exchange Traded Fd Tr

ETFs
-109
- 1.63%
N/A
6.59K $0
Pimco ETF Tr
-420
- 0.06%
N/A
718K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-1.18K
- 0.58%
N/A
201K $0
FCX
Freeport Mcmoran Inc

Basic Materials
-902
- 8.26%
$29.15 - $44.46 $26.3K - $40.1K
10K $434K
EMR
Emerson Electric CO

Industrials
-239
- 10.27%
$94.15 - $133.33 $22.5K - $31.9K
2.09K $278K
AXP
American Express CO

Financial Services
-146
- 9.95%
$231.39 - $318.98 $33.8K - $46.6K
1.32K $421K
BAC
Bank Of America Corp

Financial Services
-143
- 2.32%
$34.39 - $47.46 $4.92K - $6.79K
6.03K $285K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-336
- 10.89%
$105.2 - $141.69 $35.3K - $47.6K
2.75K $389K
VRSK
Verisk Analytics, Inc.

Industrials
-37
- 1.12%
$277.03 - $321.33 $10.3K - $11.9K
3.27K $1.02M
PNQI
Invesco Nasdaq Internet ETF

ETFs
-472
- 5.99%
$39.02 - $52.21 $18.4K - $24.6K
7.41K $386K
PRN
Invesco Dwa Industrials Moment

ETFs
-61
- 2.4%
$122.83 - $157.05 $7.49K - $9.58K
2.48K $389K
VUG
Vanguard Growth ETF

ETFs
-46
- 5.1%
$329.49 - $438.4 $15.2K - $20.2K
856 $375K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1
- 0.05%
$376.48 - $440.65 $376 - $441
1.99K $877K
CAT
Caterpillar Inc

Industrials
-21
- 2.31%
$273.94 - $388.21 $5.75K - $8.15K
890 $345K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
-93
- 1.3%
$42.84 - $56.9 $3.98K - $5.29K
7.07K $401K
Activity Summary
Buys All Purchases 49 New Holdings 22 Increased Positions 27 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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