| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 35 | Q2 2024 | 4.9% |
| MICROSOFT CORP | 35 | Q2 2024 | 1.0% |
| JOHNSON & JOHNSON COM | 35 | Q2 2024 | 1.8% |
| ISHARES TR | 34 | Q2 2024 | 10.4% |
| SPDR S&P 500 ETF TRUST | 34 | Q2 2024 | 2.7% |
| Wal-Mart Stores Inc | 34 | Q2 2024 | 1.1% |
| SCHWAB US LARGE CAP GROWTH ETF | 33 | Q2 2024 | 10.0% |
| ISHARES TR LEHMAN SHORT TREA BDFD | 33 | Q2 2024 | 11.6% |
| LOCKHEED MARTIN CORP | 33 | Q2 2024 | 1.2% |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | 33 | Q2 2024 | 3.8% |
View MinichMacGregor Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| N-PX | 2024-07-25 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-09 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-07-13 |
View MinichMacGregor Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.