Minich Mac Gregor Wealth Management, LLC Portfolio Holdings
Minich Mac Gregor Wealth Management, LLC
- $392 Million
- Q2 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|