Minich Mac Gregor Wealth Management, LLC Portfolio Holdings

Minich Mac Gregor Wealth Management, LLC

  • $457 Million
  • Q4 2024

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.27B
$75,000 0.02% of portfolio
35,603
Q3 2024 Added 32.39%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $457 Million
  • Prior Value $444 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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