Minich Mac Gregor Wealth Management, LLC Portfolio Holdings

Minich Mac Gregor Wealth Management, LLC

  • $439 Million
  • Q2 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$73,000 0.02% of portfolio
11,739
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $439 Million
  • Prior Value $419 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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