Minich Mac Gregor Wealth Management, LLC Closed Holding Positions

Minich Mac Gregor Wealth Management, LLC

  • $439 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BWA
Borgwarner Inc

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
126
$33.2 - $43.66 $4.18K - $5.5K
Spdr Bloomberg Barclays High Yield Bond ETF
Q4 2018 Filed on Jan 17, 2019
157
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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q4 2018 Filed on Jan 17, 2019
76
N/A
Chesapeake Energy Corporation
Q4 2018 Filed on Jan 17, 2019
2,000
N/A
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
146
$105.39 - $123.75 $15.4K - $18.1K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q4 2018 Filed on Jan 17, 2019
10
$75.74 - $99.46 $757 - $995
TPR
Tapestry, Inc.

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

Energy
Q4 2018 Filed on Jan 17, 2019
49
$5.97 - $9.35 $293 - $458
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
WIX
Wix.Com Ltd.

Technology
Q4 2018 Filed on Jan 17, 2019
388
$82.1 - $114.98 $31.9K - $44.6K
Fitbit Inc Cl A
Q4 2018 Filed on Jan 17, 2019
200
N/A
IRBT
Irobot Corp

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
433
$75.45 - $110.92 $32.7K - $48K
FITB
Fifth Third Bancorp

Financial Services
Q4 2018 Filed on Jan 17, 2019
0
$22.36 - $28.67 $0 - $0
Inphi Corp Com
Q4 2018 Filed on Jan 17, 2019
628
N/A
Yandex N V Shs Class A
Q4 2018 Filed on Jan 17, 2019
50
N/A
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
4
$61.33 - $109.01 $245 - $436
MSB
Mesabi Trust

Basic Materials
Q4 2018 Filed on Jan 17, 2019
100
$23.19 - $32.5 $2.32K - $3.25K
DHT
Dht Holdings, Inc.

Energy
Q4 2018 Filed on Jan 17, 2019
5
$3.92 - $5.48 $19.6 - $27.4
Allergan PLC Shs
Q4 2018 Filed on Jan 17, 2019
6
N/A
MVIS
Microvision, Inc.

Technology
Q4 2018 Filed on Jan 17, 2019
313
$0.51 - $1.35 $160 - $423
HNGR
Hanger, Inc.

Healthcare
Q4 2018 Filed on Jan 17, 2019
72
$17.98 - $20.95 $1.29K - $1.51K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
30
$161.11 - $218.95 $4.83K - $6.57K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
50
$11.43 - $18.39 $572 - $920
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q4 2018 Filed on Jan 17, 2019
238
$21.38 - $33.2 $5.09K - $7.9K
Bt Group PLC Adr
Q4 2018 Filed on Jan 17, 2019
130
N/A
Raytheon CO Com New
Q4 2018 Filed on Jan 17, 2019
127
N/A
National Comm Corp Com
Q4 2018 Filed on Jan 17, 2019
2,825
N/A
Trustco Bank Cm
Q4 2018 Filed on Jan 17, 2019
2,119
N/A
BB
Blackberry LTD

Technology
Q4 2018 Filed on Jan 17, 2019
25
$6.77 - $10.83 $169 - $271
J Jill Inc Com
Q4 2018 Filed on Jan 17, 2019
85
N/A
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
770
$44.2 - $66.93 $34K - $51.5K
IXN
Ishares Global Information Tec

ETFs
Q4 2018 Filed on Jan 17, 2019
12
$22.46 - $29.39 $270 - $353
EOG
Eog Resources Inc

Energy
Q4 2018 Filed on Jan 17, 2019
142
$82.86 - $132.35 $11.8K - $18.8K
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
Q4 2018 Filed on Jan 17, 2019
91
N/A
WDC
Western Digital Corp

Technology
Q4 2018 Filed on Jan 17, 2019
3
$35.06 - $58.36 $105 - $175
Energy Transfer Partners LP Unit LTD Prt Int
Q4 2018 Filed on Jan 17, 2019
156
N/A
UIS
Unisys Corp

Technology
Q4 2018 Filed on Jan 17, 2019
1,025
$10.69 - $20.11 $11K - $20.6K
AES
Aes Corp

Utilities
Q4 2018 Filed on Jan 17, 2019
8,618
$13.82 - $16.01 $119K - $138K
PXQ
Invesco Exchange Traded Fd Tr
Q4 2018 Filed on Jan 17, 2019
2,296
N/A
Bg Staffing Inc Com
Q4 2018 Filed on Jan 17, 2019
100
N/A
EMN
Eastman Chemical CO

Basic Materials
Q4 2018 Filed on Jan 17, 2019
62
$67.69 - $97.36 $4.2K - $6.04K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2018 Filed on Jan 17, 2019
4,118
N/A
Ingersoll Rand PLC Shs
Q4 2018 Filed on Jan 17, 2019
200
N/A
BLDP
Ballard Power Systems Inc.

Industrials
Q4 2018 Filed on Jan 17, 2019
10
$2.26 - $4.33 $22.6 - $43.3
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