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
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2018 Filed on Jan 17, 2019
100
$7.57 - $12.77 $757 - $1.28K
VRTV
Veritiv Corp

Industrials
Q4 2018 Filed on Jan 17, 2019
6
$23.71 - $36.46 $142 - $219
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
114
N/A
IP
International Paper CO

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
385
$35.57 - $47.63 $13.7K - $18.3K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2018 Filed on Jan 17, 2019
54
N/A
Concho Resources
Q4 2018 Filed on Jan 17, 2019
93
N/A
Suntrust Banks Inc
Q4 2018 Filed on Jan 17, 2019
131
N/A
Cigna Corp
Q4 2018 Filed on Jan 17, 2019
185
N/A
TWTR
Twitter, Inc.

Communication Services
Q4 2018 Filed on Jan 17, 2019
365
$26.45 - $36.25 $9.65K - $13.2K
NEWR
New Relic, Inc.

Technology
Q4 2018 Filed on Jan 17, 2019
88
$73.5 - $96.11 $6.47K - $8.46K
Fireeye Inc Com
Q4 2018 Filed on Jan 17, 2019
200
N/A
Mallinckrodt Pub LTD CO Shs
Q4 2018 Filed on Jan 17, 2019
4
N/A
PETS
Petmed Express Inc

Healthcare
Q4 2018 Filed on Jan 17, 2019
50
$22.42 - $32.67 $1.12K - $1.63K
Apache Corp Com
Q4 2018 Filed on Jan 17, 2019
15
N/A
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q4 2018 Filed on Jan 17, 2019
135
$40.76 - $50.64 $5.5K - $6.84K
PSEC
Prospect Capital Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
1,149
$5.77 - $7.27 $6.63K - $8.35K
Mcdermott Intl Inc
Q4 2018 Filed on Jan 17, 2019
276
N/A
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q4 2018 Filed on Jan 17, 2019
293
N/A
Express Scripts Inc
Q4 2018 Filed on Jan 17, 2019
137
N/A
ENR
Energizer Holdings, Inc.

Industrials
Q3 2018 Filed on Oct 17, 2018
234
$58.65 - $65.06 $13.7K - $15.2K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
Q3 2018 Filed on Oct 17, 2018
24
$47.31 - $48.97 $1.14K - $1.18K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2018 Filed on Oct 17, 2018
10
$24.51 - $39.46 $245 - $395
Cray Inc Com New
Q3 2018 Filed on Oct 17, 2018
597
N/A
Syntel Inc Com
Q3 2018 Filed on Oct 17, 2018
887
N/A
MYGN
Myriad Genetics Inc

Healthcare
Q3 2018 Filed on Oct 17, 2018
50
$37.57 - $50.34 $1.88K - $2.52K
Groupon Inc Com
Q3 2018 Filed on Oct 17, 2018
100
N/A
PIZ
Invesco Exchange Traded Fd Tr
Q3 2018 Filed on Oct 17, 2018
7,510
N/A
ATHM
Autohome Inc.

Communication Services
Q3 2018 Filed on Oct 17, 2018
322
$71.77 - $105.53 $23.1K - $34K
American Electric Tech Inc Com
Q3 2018 Filed on Oct 17, 2018
100
N/A
Shutterfly Inc Com
Q3 2018 Filed on Oct 17, 2018
253
N/A
Mellanox Technologies LTD Shs
Q3 2018 Filed on Oct 17, 2018
262
N/A
Sodastream International LTD Usd Shs
Q3 2018 Filed on Oct 17, 2018
286
N/A
Link Motion Inc Sponsrd Ads Cl A
Q3 2018 Filed on Oct 17, 2018
250
N/A
Match Group Inc Com
Q3 2018 Filed on Oct 17, 2018
676
N/A
Praxair Inc
Q3 2018 Filed on Oct 17, 2018
12
N/A
PAYX
Paychex Inc

Industrials
Q3 2018 Filed on Oct 17, 2018
27
$67.78 - $75.25 $1.83K - $2.03K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2018 Filed on Oct 17, 2018
43
$87.57 - $106.73 $3.77K - $4.59K
SJI
South Jersey Industries Inc

Utilities
Q3 2018 Filed on Oct 17, 2018
0
$32.54 - $36.0 $0 - $0
BFB
Brown Forman Corp Cl B
Q3 2018 Filed on Oct 17, 2018
35
N/A
JKHY
Henry Jack & Associates Inc

Technology
Q3 2018 Filed on Oct 17, 2018
16
$130.6 - $162.86 $2.09K - $2.61K
Harris Corp Del Com
Q3 2018 Filed on Oct 17, 2018
12
N/A
Interval Leisure
Q3 2018 Filed on Oct 17, 2018
55
N/A
GWW
W.W. Grainger, Inc.

Industrials
Q3 2018 Filed on Oct 17, 2018
7
$297.76 - $369.15 $2.08K - $2.58K
CBSH
Commerce Bancshares Inc

Financial Services
Q3 2018 Filed on Oct 17, 2018
29
$55.98 - $62.19 $1.62K - $1.8K
M
Macy'S, Inc.

Consumer Cyclical
Q3 2018 Filed on Oct 17, 2018
1,959
$34.38 - $41.82 $67.4K - $81.9K
General Growth Pptys Inc
Q3 2018 Filed on Oct 17, 2018
172
N/A
NFG
National Fuel Gas CO

Energy
Q3 2018 Filed on Oct 17, 2018
27
$52.83 - $57.09 $1.43K - $1.54K
BAX
Baxter International Inc

Healthcare
Q3 2018 Filed on Oct 17, 2018
27
$70.71 - $77.75 $1.91K - $2.1K
PII
Polaris Inc.

Consumer Cyclical
Q3 2018 Filed on Oct 17, 2018
15
$100.95 - $127.9 $1.51K - $1.92K
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