Minich Mac Gregor Wealth Management, LLC Closed Holding Positions

Minich Mac Gregor Wealth Management, LLC

  • $457 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q2 2022 Filed on Jul 13, 2022
37,233
$151.34 - $207.13 $5.63M - $7.71M
IYG
Ishares Tr

ETFs
Q2 2022 Filed on Jul 13, 2022
99,074
$48.28 - $60.23 $4.78M - $5.97M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
Q2 2022 Filed on Jul 13, 2022
133,654
$25.81 - $31.41 $3.45M - $4.2M
QLD
Proshares Ultra Qqq

ETFs
Q1 2022 Filed on Apr 26, 2022
43,320
$55.72 - $90.87 $2.41M - $3.94M
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q1 2022 Filed on Apr 26, 2022
32,864
$104.66 - $131.4 $3.44M - $4.32M
NETL
ETF Ser Solutions Net Lease CO

ETFs
Q1 2022 Filed on Apr 26, 2022
211,095
$27.93 - $31.68 $5.9M - $6.69M
TDG
Trans Digm Group Inc

Industrials
Q4 2021 Filed on Jan 18, 2022
2,427
$553.37 - $685.0 $1.34M - $1.66M
BNDX
Vanguard Total International B

ETFs
Q4 2021 Filed on Jan 18, 2022
4,342
$55.11 - $57.44 $239K - $249K
PBS
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Jan 18, 2022
6,151
$48.71 - $56.34 $300K - $347K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q4 2021 Filed on Jan 18, 2022
35,571
$50.63 - $50.81 $1.8M - $1.81M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Jan 18, 2022
9,362
$44.18 - $53.27 $414K - $499K
General Electric CO Com
Q3 2021 Filed on Nov 03, 2021
56,878
N/A
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
2,595
N/A
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
29,680
$61.03 - $62.53 $1.81M - $1.86M
Proshares Ultrapro Short S&P500
Q1 2021 Filed on Apr 27, 2021
18,000
N/A
CHD
Church & Dwight CO Inc

Consumer Defensive
Q1 2021 Filed on Apr 27, 2021
11,040
$77.92 - $88.58 $860K - $978K
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on Apr 27, 2021
1,627
$49.1 - $62.8 $79.9K - $102K
Ishares Gold Trust ETF
Q1 2021 Filed on Apr 27, 2021
230,460
N/A
IEF
Ishares Barclays

ETFs
Q4 2020 Filed on Jan 19, 2021
17,726
$119.27 - $121.81 $2.11M - $2.16M
CLSD
Clearside Biomedical, Inc.

Healthcare
Q2 2020 Filed on Aug 05, 2020
10,000
$1.55 - $2.41 $15.5K - $24.1K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2020 Filed on Aug 05, 2020
7,570
$85.19 - $131.13 $645K - $993K
XLK
Technology Sector Spdr

ETFs
Q2 2020 Filed on Aug 05, 2020
15,448
$76.54 - $104.63 $1.18M - $1.62M
XLF
Financial Sector Spdr

ETFs
Q2 2020 Filed on Aug 05, 2020
32,535
$19.55 - $26.74 $636K - $870K
IEFA
Ishares Tr

ETFs
Q2 2020 Filed on Aug 05, 2020
11,649
$47.43 - $60.75 $553K - $708K
IEMG
Ishares Inc

ETFs
Q2 2020 Filed on Aug 05, 2020
6,872
$38.83 - $49.26 $267K - $339K
DGX
Quest Diagnostics Inc

Healthcare
Q2 2020 Filed on Aug 05, 2020
11,957
$73.34 - $122.61 $877K - $1.47M
TSN
Tyson Foods, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 05, 2020
13,096
$53.82 - $68.67 $705K - $899K
CLX
Clorox CO

Consumer Defensive
Q2 2020 Filed on Aug 05, 2020
1,200
$174.66 - $219.37 $210K - $263K
MBB
Ishares Tr

ETFs
Q2 2020 Filed on Aug 05, 2020
2,466
$109.82 - $111.24 $271K - $274K
KR
Kroger CO

Consumer Defensive
Q2 2020 Filed on Aug 05, 2020
19,540
$30.5 - $34.13 $596K - $667K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q2 2020 Filed on Aug 05, 2020
2,030
$226.15 - $297.17 $459K - $603K
XLI
Industrial Sector Spdr

ETFs
Q2 2020 Filed on Aug 05, 2020
3,768
$56.34 - $76.29 $212K - $287K
TROW
Price T Rowe Group Inc

Financial Services
Q2 2020 Filed on Aug 05, 2020
6,302
$93.87 - $130.77 $592K - $824K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
Q2 2020 Filed on Aug 05, 2020
44,928
$22.73 - $25.16 $1.02M - $1.13M
DOX
Amdocs LTD

Technology
Q2 2020 Filed on Aug 05, 2020
17,137
$53.38 - $65.93 $915K - $1.13M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
Q2 2020 Filed on Aug 05, 2020
42,705
$23.23 - $26.1 $992K - $1.11M
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2020 Filed on Aug 05, 2020
7,549
$92.41 - $133.25 $698K - $1.01M
Centerstate Bk Corp
Q2 2020 Filed on Aug 05, 2020
49,098
N/A
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2020 Filed on Aug 05, 2020
11,944
N/A
PSA
Public Storage

Real Estate
Q2 2020 Filed on Aug 05, 2020
3,500
$175.97 - $211.37 $616K - $740K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q2 2020 Filed on Aug 05, 2020
9,167
$66.57 - $85.1 $610K - $780K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q2 2020 Filed on Aug 05, 2020
12,736
$8.92 - $13.06 $114K - $166K
JNPR
Juniper Networks Inc

Technology
Q2 2020 Filed on Aug 05, 2020
48,880
$19.22 - $25.45 $939K - $1.24M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
Q2 2020 Filed on Aug 05, 2020
42,388
$24.14 - $26.84 $1.02M - $1.14M
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Aug 05, 2020
26,002
$1.73 - $6.76 $45K - $176K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
Q2 2020 Filed on Aug 05, 2020
47,496
$22.16 - $24.68 $1.05M - $1.17M
INGR
Ingredion Inc

Consumer Defensive
Q2 2020 Filed on Aug 05, 2020
16,222
$75.44 - $90.38 $1.22M - $1.47M
CAH
Cardinal Health Inc

Healthcare
Q2 2020 Filed on Aug 05, 2020
25,551
$46.42 - $59.31 $1.19M - $1.52M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
Q2 2020 Filed on Aug 05, 2020
818,558
$20.3 - $24.97 $16.6M - $20.4M
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