Minich Mac Gregor Wealth Management, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $392 Million distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $24.2M, Vaneck Morningstar Wide Moat E with a value of $23.8M, Ishares Tr with a value of $17.9M, First Trust Dorsey Wright Focu with a value of $14.5M, and Ishares U S ETF Tr Int Rate He with a value of $12.6M.
Examining the 13F form we can see an increase of $3.97M in the current position value, from $388M to 392M.
Below you can find more details about Minich Mac Gregor Wealth Management, LLC portfolio as well as his latest detailed transactions.