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
Cerner Corp
Q4 2018 Filed on Jan 17, 2019
400
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
SBNY
Signature Bank Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
12
$100.43 - $123.33 $1.21K - $1.48K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
90
$122.46 - $152.65 $11K - $13.7K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q4 2018 Filed on Jan 17, 2019
62
$90.24 - $138.0 $5.59K - $8.56K
RDS-A
Shell PLC

Energy
Q4 2018 Filed on Jan 17, 2019
427
$47.66 - $58.81 $20.4K - $25.1K
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2018 Filed on Jan 17, 2019
12
$116.13 - $146.29 $1.39K - $1.76K
ELV
Elevance Health, Inc.

Healthcare
Q4 2018 Filed on Jan 17, 2019
10
$249.0 - $296.25 $2.49K - $2.96K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
Q4 2018 Filed on Jan 17, 2019
43
N/A
AVNS
Avanos Medical, Inc.

Healthcare
Q4 2018 Filed on Jan 17, 2019
9
$41.16 - $66.67 $370 - $600
Anadarko Pete Corp
Q4 2018 Filed on Jan 17, 2019
7
N/A
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q4 2018 Filed on Jan 17, 2019
69
N/A
Brookfield Ppty Partners L P Unit LTD Partn
Q4 2018 Filed on Jan 17, 2019
65
N/A
VRSN
Verisign Inc

Technology
Q4 2018 Filed on Jan 17, 2019
150
$133.91 - $165.02 $20.1K - $24.8K
NOK
Nokia Corp

Technology
Q4 2018 Filed on Jan 17, 2019
100
$5.15 - $6.04 $515 - $604
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
416
$11.62 - $17.96 $4.83K - $7.47K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q4 2018 Filed on Jan 17, 2019
139
N/A
CGC
Canopy Growth Corp

Healthcare
Q4 2018 Filed on Jan 17, 2019
50
$26.22 - $56.89 $1.31K - $2.84K
Alps Trust ETF Alerian Mlp
Q4 2018 Filed on Jan 17, 2019
697
N/A
Wyndham Worldwide Corp
Q4 2018 Filed on Jan 17, 2019
23
N/A
ALGN
Align Technology Inc

Healthcare
Q4 2018 Filed on Jan 17, 2019
35
$193.72 - $391.52 $6.78K - $13.7K
Buckeye Partners Uts L P Unit LTD Partnership Int
Q4 2018 Filed on Jan 17, 2019
1,060
N/A
National Comm Corp Com
Q4 2018 Filed on Jan 17, 2019
2,825
N/A
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q4 2018 Filed on Jan 17, 2019
10
N/A
Catasys Inc Com Par
Q4 2018 Filed on Jan 17, 2019
2,500
N/A
Medidata Solutions Inc Com
Q4 2018 Filed on Jan 17, 2019
124
N/A
Zix Corp Com
Q4 2018 Filed on Jan 17, 2019
300
N/A
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2018 Filed on Jan 17, 2019
398
N/A
PCEF
Invesco Cef Income Composite E

ETFs
Q4 2018 Filed on Jan 17, 2019
248
$19.45 - $22.85 $4.82K - $5.67K
Perspecta Inc Com
Q4 2018 Filed on Jan 17, 2019
4
N/A
Velocityshares Daily 2 X Vix Short Term Etn
Q4 2018 Filed on Jan 17, 2019
5,000
N/A
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q4 2018 Filed on Jan 17, 2019
40
N/A
CDK
Cdk Global, Inc.

Technology
Q4 2018 Filed on Jan 17, 2019
166
$45.0 - $62.27 $7.47K - $10.3K
CFG
Citizens Financial Group Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
57
$27.94 - $39.23 $1.59K - $2.24K
HELE
Helen Of Troy LTD

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
397
$117.83 - $144.99 $46.8K - $57.6K
Royal Dutch Shell PLC Spon Adr B
Q4 2018 Filed on Jan 17, 2019
13
N/A
Unilever N V N Y Shs New
Q4 2018 Filed on Jan 17, 2019
23
N/A
LUV
Southwest Airlines CO

Industrials
Q4 2018 Filed on Jan 17, 2019
1,265
$44.4 - $61.7 $56.2K - $78.1K
Nxt Id Inc Com New
Q4 2018 Filed on Jan 17, 2019
1,615
N/A
Grubhub Inc Com
Q4 2018 Filed on Jan 17, 2019
263
N/A
AMAT
Applied Materials Inc

Technology
Q4 2018 Filed on Jan 17, 2019
20
$28.99 - $38.92 $580 - $778
SEDG
Solaredge Technologies, Inc.

Technology
Q4 2018 Filed on Jan 17, 2019
20
$33.41 - $42.61 $668 - $852
Aetna Inc Com
Q4 2018 Filed on Jan 17, 2019
74
N/A
GSK
Gsk PLC

Healthcare
Q4 2018 Filed on Jan 17, 2019
356
$37.8 - $42.69 $13.5K - $15.2K
KAI
Kadant Inc

Industrials
Q4 2018 Filed on Jan 17, 2019
100
$77.2 - $107.71 $7.72K - $10.8K
BIDU
Baidu, Inc.

Communication Services
Q4 2018 Filed on Jan 17, 2019
18
$157.12 - $227.4 $2.83K - $4.09K
BAP
Credicorp LTD

Financial Services
Q4 2018 Filed on Jan 17, 2019
45
$213.26 - $230.0 $9.6K - $10.4K
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2018 Filed on Jan 17, 2019
9
$18.59 - $21.69 $167 - $195
Track This Portfolio

Track Minich Mac Gregor Wealth Management, LLC Portfolio

Follow Minich Mac Gregor Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email