Minich Mac Gregor Wealth Management, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $439 Million distributed in 125 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $22.2M, Ishares U.S. Consumer Discreti with a value of $19.1M, Ishares 1 3 International Trea with a value of $17.5M, Pimco ETF Tr Enhanced Sht Matu with a value of $17.4M, and Ishares Tr with a value of $15.9M.
Examining the 13F form we can see an increase of $20M in the current position value, from $419M to 439M.
Below you can find more details about Minich Mac Gregor Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$439 Million
ETFs: $311 Million
Technology: $36.2 Million
Industrials: $30.6 Million
Consumer Cyclical: $17.3 Million
Financial Services: $16.6 Million
Healthcare: $9.71 Million
Energy: $3.14 Million
Communication Services: $2.96 Million
Other: $2.39 Million
Stock Holdings Table Market Cap. of $200 Billions or more
