Minich Mac Gregor Wealth Management, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $457 Million distributed in 119 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 $36.6M, Vaneck Morningstar Wide Moat E with a value of $23.2M, Ishares Tr with a value of $20M, Ishares Tr with a value of $18M, and Ishares U S ETF Tr Int Rate He with a value of $14.2M.
Examining the 13F form we can see an increase of $13.3M in the current position value, from $444M to 457M.
Below you can find more details about Minich Mac Gregor Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$457 Million
ETFs: $282 Million
Technology: $60.6 Million
Industrials: $39.8 Million
Consumer Cyclical: $28.8 Million
Financial Services: $13.9 Million
Healthcare: $9.88 Million
Real Estate: $7.74 Million
Communication Services: $2.55 Million
Other: $3.93 Million
Stock Holdings Table Market Cap. of $200 Billions or more
