Minich Mac Gregor Wealth Management, LLC Closed Holding Positions

Minich Mac Gregor Wealth Management, LLC

  • $419 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HUN
Huntsman Corp

Basic Materials
Q4 2018 Filed on Jan 17, 2019
51
$18.14 - $27.3 $925 - $1.39K
LENB
Lennar Corporation Cl B
Q4 2018 Filed on Jan 17, 2019
1
N/A
NVS
Novartis Ag

Healthcare
Q4 2018 Filed on Jan 17, 2019
17
$73.66 - $82.02 $1.25K - $1.39K
Aqua America Inc Com
Q4 2018 Filed on Jan 17, 2019
189
N/A
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
Q4 2018 Filed on Jan 17, 2019
2
N/A
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
40
$12.74 - $28.37 $510 - $1.13K
China Unicom LTD Spons Adr
Q4 2018 Filed on Jan 17, 2019
674
N/A
IYH
Ishares Tr

ETFs
Q4 2018 Filed on Jan 17, 2019
60
$170.02 - $204.02 $10.2K - $12.2K
FDS
Factset Research Systems Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
20
$188.55 - $235.32 $3.77K - $4.71K
Insys Therapeutics Inc New Com New
Q4 2018 Filed on Jan 17, 2019
50
N/A
NGG
National Grid PLC

Utilities
Q4 2018 Filed on Jan 17, 2019
75
$46.72 - $55.8 $3.5K - $4.19K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
2
N/A
JCI
Johnson Controls International PLC

Industrials
Q4 2018 Filed on Jan 17, 2019
686
$28.51 - $36.51 $19.6K - $25K
Proshares Ultrashort S&P 500
Q4 2018 Filed on Jan 17, 2019
625
N/A
Velocityshares 3 X Long Natural Gas Etn Linked To The S&P Gsci Natural Gas I
Q4 2018 Filed on Jan 17, 2019
9
N/A
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
2
N/A
General Mtrs CO Wt Exp 071019
Q4 2018 Filed on Jan 17, 2019
11
N/A
BXP
Boston Properties Inc

Real Estate
Q4 2018 Filed on Jan 17, 2019
9
$109.09 - $132.48 $982 - $1.19K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q4 2018 Filed on Jan 17, 2019
2
N/A
COWN
Cowen Inc.

Financial Services
Q4 2018 Filed on Jan 17, 2019
48
$12.0 - $17.66 $576 - $848
EURN
Euronav Nv

Energy
Q4 2018 Filed on Jan 17, 2019
415
$6.93 - $9.53 $2.88K - $3.95K
VV
Vanguard Large Cap ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
96
N/A
TPR
Tapestry, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
491
$32.3 - $50.34 $15.9K - $24.7K
UNIT
Uniti Group Inc.

Real Estate
Q4 2018 Filed on Jan 17, 2019
2
$14.89 - $20.41 $29.8 - $40.8
Aircastle LTD Com
Q4 2018 Filed on Jan 17, 2019
500
N/A
ADNT
Adient PLC

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
68
$15.06 - $38.11 $1.02K - $2.59K
GHYG
Ishares Incus & Intl High Yiel

ETFs
Q4 2018 Filed on Jan 17, 2019
17
N/A
ASIX
Advan Six Inc.

Basic Materials
Q4 2018 Filed on Jan 17, 2019
16
$22.86 - $33.57 $366 - $537
BCOR
Blucora, Inc.

Financial Services
Q4 2018 Filed on Jan 17, 2019
817
$23.83 - $38.33 $19.5K - $31.3K
Frontier Communications Corp Com New
Q4 2018 Filed on Jan 17, 2019
55
N/A
Gw Pharmaceuticals PLC Ads
Q4 2018 Filed on Jan 17, 2019
80
N/A
IYW
Ishares Dj Us Tech ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
122
$37.1 - $48.75 $4.53K - $5.95K
CMA
Comerica Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
18
$64.45 - $92.72 $1.16K - $1.67K
Ipath S&P 500 Vix Short Term Futures Etn
Q4 2018 Filed on Jan 17, 2019
13
N/A
WIX
Wix.Com Ltd.

Technology
Q4 2018 Filed on Jan 17, 2019
388
$82.1 - $114.98 $31.9K - $44.6K
TELL
Tellurian Inc.

Energy
Q4 2018 Filed on Jan 17, 2019
49
$5.97 - $9.35 $293 - $458
WEN
Wendy'S CO

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
1,009
$15.0 - $18.06 $15.1K - $18.2K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
Q4 2018 Filed on Jan 17, 2019
2,814
$38.25 - $47.25 $108K - $133K
AGNC
Agnc Investment Corp.

Real Estate
Q4 2018 Filed on Jan 17, 2019
418
$17.24 - $18.64 $7.21K - $7.79K
ROL
Rollins Inc

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
475
$22.53 - $28.35 $10.7K - $13.5K
HRL
Hormel Foods Corp

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
100
$39.3 - $45.89 $3.93K - $4.59K
Dowdupont Inc Com
Q4 2018 Filed on Jan 17, 2019
1,048
N/A
Micro Focus International PLC Spon Adr New
Q4 2018 Filed on Jan 17, 2019
14
N/A
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q4 2018 Filed on Jan 17, 2019
137
N/A
WBS
Webster Financial Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
9
$45.55 - $62.23 $410 - $560
IGOV
Ishares 1 3 International Trea

ETFs
Q4 2018 Filed on Jan 17, 2019
18
$47.13 - $48.47 $848 - $872
LPSN
Liveperson Inc

Technology
Q4 2018 Filed on Jan 17, 2019
1,762
$17.17 - $25.12 $30.3K - $44.3K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
225
$56.44 - $81.77 $12.7K - $18.4K
HYXU
Ishares Global Ex Usd High Yie

ETFs
Q4 2018 Filed on Jan 17, 2019
16
N/A
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