$107 Million is the total value of MinichMacGregor Wealth Management, LLC's 494 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 29.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHO | Sell | SCHWAB SHORT TERM US TREASURY ETFsht tm us tres | $19,833,000 | -1.4% | 393,366 | -0.6% | 18.56% | -1.7% |
| GE | Sell | GENERAL ELECTRIC CO COM | $7,608,000 | +4.9% | 240,762 | -1.7% | 7.12% | +4.6% |
| SHV | Sell | ISHARES TR LEHMAN SHORT TREA BDFDshrt trs bd etf | $7,515,000 | -26.1% | 68,138 | -26.0% | 7.03% | -26.3% |
| VCSH | Sell | VANGUARD SHORT TERM CORP BOND FD ETFshrt trm corp bd | $3,981,000 | -3.0% | 50,165 | -1.6% | 3.72% | -3.3% |
| SHY | Sell | ISHARES 1-3 YR TREASURY BOND ETF1-3 yr tr bd etf | $3,523,000 | -6.7% | 41,723 | -6.0% | 3.30% | -6.9% |
| LMT | Sell | LOCKHEED MARTIN CORP | $604,000 | +1.2% | 2,418 | -2.9% | 0.56% | +0.9% |
| AAPL | Sell | APPLE INC | $296,000 | -28.7% | 2,557 | -30.5% | 0.28% | -28.8% |
| VIRT | Sell | VIRTU FINL INC CL Acl a | $239,000 | -11.2% | 15,000 | -16.7% | 0.22% | -11.1% |
| HD | Sell | HOME DEPOT | $207,000 | +3.0% | 1,546 | -1.1% | 0.19% | +2.6% |
| XOM | Sell | EXXON MOBIL CORP COM | $203,000 | -45.3% | 2,256 | -47.0% | 0.19% | -45.4% |
| PEP | Sell | PEPSICO INC COM | $165,000 | -4.1% | 1,580 | -0.2% | 0.15% | -4.3% |
| MRK | Sell | MERCK & CO INC | $156,000 | -6.0% | 2,662 | -0.3% | 0.15% | -6.4% |
| JPM | Sell | JPMORGAN CHASE & CO COM | $146,000 | +29.2% | 1,703 | -0.3% | 0.14% | +29.2% |
| CL | Sell | COLGATE PALMOLIVE CO COM | $138,000 | -13.2% | 2,116 | -1.9% | 0.13% | -13.4% |
| GOOG | Sell | ALPHABET INC CAP STK CL Ccap stk cl c | $138,000 | -0.7% | 179 | -0.6% | 0.13% | -0.8% |
| CAT | Sell | CATERPILLAR INC DEL COM | $126,000 | -13.1% | 1,364 | -16.5% | 0.12% | -13.2% |
| ABBV | Sell | ABBVIE INC COM | $115,000 | -5.0% | 1,838 | -4.4% | 0.11% | -5.3% |
| SPY | Sell | SPDR S&P 500 ETFtr unit | $113,000 | 0.0% | 506 | -3.8% | 0.11% | 0.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWcl b new | $101,000 | -2.9% | 624 | -13.8% | 0.09% | -4.1% |
| HON | Sell | HONEYWELL INTL INC | $94,000 | -3.1% | 819 | -1.8% | 0.09% | -3.3% |
| FB | Sell | FACEBOOK INC CL Acl a | $87,000 | -12.1% | 758 | -2.4% | 0.08% | -12.9% |
| GOOGL | Sell | GOOGLE INCcap stk cl a | $83,000 | -3.5% | 105 | -2.8% | 0.08% | -3.7% |
| C | Sell | CITIGROUP INC | $78,000 | -41.4% | 1,317 | -53.5% | 0.07% | -41.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COM | $78,000 | +14.7% | 768 | -0.9% | 0.07% | +14.1% |
| CVS | Sell | CVS HEALTH CORP COM | $77,000 | -20.6% | 987 | -9.5% | 0.07% | -20.9% |
| PFE | Sell | PFIZER INC COM | $63,000 | -31.5% | 1,961 | -28.0% | 0.06% | -31.4% |
| UNH | Sell | UNITEDHEALTH GROUP | $60,000 | +7.1% | 375 | -7.6% | 0.06% | +5.7% |
| AGG | Sell | ISHARES AGGREGATE BOND ETFcore us aggbd et | $58,000 | -38.9% | 538 | -36.5% | 0.05% | -39.3% |
| UTX | Sell | UNITED TECHNOLOGIES CORP COM | $57,000 | +5.6% | 523 | -3.0% | 0.05% | +3.9% |
| MCD | Sell | MCDONALDS CORP COM | $55,000 | +5.8% | 454 | -1.1% | 0.05% | +4.1% |
| BDX | Sell | BECTON DICKINSON & CO COM | $55,000 | -11.3% | 336 | -2.6% | 0.05% | -12.1% |
| CSCO | Sell | CISCO SYS INC | $49,000 | -7.5% | 1,650 | -1.8% | 0.05% | -8.0% |
| REGN | Sell | REGENERON PHARMACEUTICALS COM | $48,000 | -27.3% | 131 | -21.1% | 0.04% | -27.4% |
| FNF | Sell | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM | $46,000 | -22.0% | 1,370 | -15.4% | 0.04% | -21.8% |
| SLB | Sell | SCHLUMBERGER LTD COM | $43,000 | +4.9% | 516 | -1.7% | 0.04% | +5.3% |
| FXD | Sell | FIRST TR EXCH TRADED FD CONSUMER DISCRETIONARYconsumr discre | $42,000 | -95.9% | 25,894 | -11.3% | 0.04% | -96.0% |
| IAI | Sell | ISHARES TR DOW JONESUS BROKER DEALERS INDEX FDus br del se etf | $42,000 | -57.1% | 850 | -64.1% | 0.04% | -57.6% |
| BND | Sell | VANGUARD TOTAL BOND MARKET ETFtotal bnd mrkt | $38,000 | -9.5% | 471 | -6.0% | 0.04% | -7.7% |
| IGSB | Sell | ISHARES 1-3 YR CREDIT BOND ETF1-3 yr cr bd etf | $38,000 | -44.9% | 363 | -45.1% | 0.04% | -44.6% |
| SCHW | Sell | CHARLES SCHWAB CORP | $36,000 | -2.7% | 931 | -21.0% | 0.03% | -2.9% |
| GILD | Sell | GILEAD SCIENCES INC | $36,000 | -34.5% | 508 | -28.1% | 0.03% | -34.6% |
| MO | Sell | ALTRIA GROUP INC COM | $34,000 | -84.8% | 515 | -85.5% | 0.03% | -84.7% |
| GLD | Sell | SPDR GOLD ETF | $30,000 | -95.9% | 280 | -95.3% | 0.03% | -96.0% |
| RTN | Sell | RAYTHEON CO COM NEW | $28,000 | -36.4% | 199 | -39.1% | 0.03% | -36.6% |
| ITW | Sell | ILLINOIS TOOL WKS INC COM | $26,000 | -7.1% | 217 | -10.0% | 0.02% | -7.7% |
| SBUX | Sell | STARBUCKS CORP | $26,000 | -25.7% | 483 | -27.3% | 0.02% | -27.3% |
| WFC | Sell | WELLS FARGO CO NEW COM | $24,000 | -17.2% | 446 | -33.1% | 0.02% | -18.5% |
| MDLZ | Sell | MONDELEZ INTL INC CL Acl a | $23,000 | -48.9% | 521 | -49.9% | 0.02% | -47.6% |
| ROK | Sell | ROCKWELL AUTOMATION INC COM | $23,000 | 0.0% | 173 | -9.9% | 0.02% | 0.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSsponsored ads | $24,000 | -17.2% | 282 | -0.4% | 0.02% | -18.5% |
| PPG | Sell | PPG INDS INC COM | $24,000 | -11.1% | 262 | -2.2% | 0.02% | -12.0% |
| HA | Sell | HAWAIIAN HOLDINGS INC COM | $23,000 | +15.0% | 405 | -1.9% | 0.02% | +15.8% |
| IHF | Sell | ISHARES DJ US HEALTH CARE PROVIDERSus hlthcr pr etf | $22,000 | -59.3% | 179 | -59.2% | 0.02% | -58.8% |
| SCHP | Sell | SCHWAB US TIPS ETFus tips etf | $21,000 | -46.2% | 391 | -44.0% | 0.02% | -45.9% |
| TJX | Sell | TJX COS INC NEW COM | $20,000 | -9.1% | 270 | -10.6% | 0.02% | -9.5% |
| PZZA | Sell | PAPA JOHNS INTL INC COM | $20,000 | +11.1% | 237 | -1.2% | 0.02% | +11.8% |
| CSX | Sell | CSX CORP | $19,000 | +18.8% | 536 | -2.0% | 0.02% | +20.0% |
| SKYW | Sell | SKYWEST INC COM | $19,000 | +35.7% | 528 | -2.8% | 0.02% | +38.5% |
| PYPL | Sell | PAYPAL HLDGS INC COM | $16,000 | -5.9% | 422 | -3.7% | 0.02% | -6.2% |
| MTZ | Sell | MASTEC INC COM | $15,000 | +15.4% | 400 | -9.1% | 0.01% | +16.7% |
| MDT | Sell | MEDTRONIC PLC SHS | $15,000 | -21.1% | 210 | -8.3% | 0.01% | -22.2% |
| WHR | Sell | WHIRLPOOL CORP COM | $15,000 | 0.0% | 87 | -6.5% | 0.01% | 0.0% |
| SHOP | Sell | SHOPIFY INC CL Acl a | $15,000 | 0.0% | 354 | -2.5% | 0.01% | 0.0% |
| NFLX | Sell | NETFLIX COM INC | $15,000 | +25.0% | 125 | -1.6% | 0.01% | +27.3% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COM | $14,000 | -26.3% | 102 | -17.7% | 0.01% | -27.8% |
| PLAY | Sell | DAVE & BUSTERS ENTMT INC COM | $14,000 | +40.0% | 251 | -7.7% | 0.01% | +44.4% |
| BRKR | Sell | BRUKER BIOSCIENCES CORP | $13,000 | -7.1% | 621 | -0.6% | 0.01% | -7.7% |
| GRMN | Sell | GARMIN LTD | $13,000 | -85.4% | 280 | -84.9% | 0.01% | -85.7% |
| HXL | Sell | HEXCEL CORP NEW COM | $13,000 | +8.3% | 263 | -9.6% | 0.01% | +9.1% |
| QSR | Sell | RESTAURANT BRANDS INTL INC COM | $12,000 | +9.1% | 261 | -2.6% | 0.01% | +10.0% |
| NKE | Sell | NIKE INC CLASS Bcl b | $12,000 | -7.7% | 247 | -0.8% | 0.01% | -8.3% |
| WIX | Sell | WIX COM LTD SHS | $12,000 | -7.7% | 277 | -9.8% | 0.01% | -8.3% |
| NVDA | Sell | NVIDIA CORP | $12,000 | -25.0% | 116 | -52.3% | 0.01% | -26.7% |
| HII | Sell | HUNTINGTON INGALLS INDS INC COM | $12,000 | +20.0% | 67 | -2.9% | 0.01% | +22.2% |
| PANW | Sell | PALO ALTO NETWORKS INC COM | $12,000 | -25.0% | 101 | -1.9% | 0.01% | -26.7% |
| TREX | Sell | TREX CO INC COM | $11,000 | +10.0% | 179 | -1.6% | 0.01% | +11.1% |
| ADI | Sell | ANALOG DEVICES INC COM | $11,000 | +10.0% | 158 | -7.1% | 0.01% | +11.1% |
| ACN | Sell | ACCENTURE LTD BERMUDA CL A | $10,000 | -16.7% | 86 | -18.9% | 0.01% | -18.2% |
| LOW | Sell | LOWES COS INC COM | $10,000 | -16.7% | 144 | -13.8% | 0.01% | -18.2% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW COM | $10,000 | -28.6% | 140 | -25.9% | 0.01% | -30.8% |
| SYK | Sell | STRYKER CORP | $10,000 | 0.0% | 84 | -5.6% | 0.01% | 0.0% |
| IAU | Sell | ISHARES GOLD TRUST ETFishares | $10,000 | -99.7% | 941 | -99.6% | 0.01% | -99.7% |
| CTRP | Sell | CTRIP.COM INTL LTD AMERICAN DEP SHS | $9,000 | -10.0% | 230 | -1.3% | 0.01% | -11.1% |
| PM | Sell | PHILIP MORRIS INTL INC | $9,000 | -89.0% | 100 | -88.2% | 0.01% | -89.6% |
| CLX | Sell | CLOROX CO DEL COM | $9,000 | -10.0% | 79 | -6.0% | 0.01% | -11.1% |
| TEL | Sell | TE CONNECTIVITY LTD | $9,000 | +12.5% | 136 | -2.2% | 0.01% | 0.0% |
| CELG | Sell | CELGENE CORP | $8,000 | -11.1% | 73 | -17.0% | 0.01% | -12.5% |
| SCHR | Sell | SCHWAB INTMEDIATE TERM US TREASURY ETFintrm trm tres | $7,000 | -36.4% | 139 | -31.9% | 0.01% | -30.0% |
| CNI | Sell | CANADIAN NATIONAL RAILWAY CO | $7,000 | -12.5% | 115 | -8.0% | 0.01% | -12.5% |
| CME | Sell | CHICAGO MERCANTILE HLDGS INC | $8,000 | 0.0% | 75 | -7.4% | 0.01% | -12.5% |
| ADBE | Sell | ADOBE SYS INC | $7,000 | -46.2% | 77 | -35.8% | 0.01% | -41.7% |
| EL | Sell | ESTEE LAUDER COMPANIES INCcl a | $7,000 | -22.2% | 96 | -8.6% | 0.01% | -12.5% |
| IYH | Sell | ISHARES U.S. HEALTHCARE ETFus hlthcare etf | $8,000 | -61.9% | 60 | -57.4% | 0.01% | -65.0% |
| EA | Sell | ELECTRONICS ARTS | $7,000 | -22.2% | 98 | -8.4% | 0.01% | -12.5% |
| MYL | Sell | MYLAN N V SHS EURO | $7,000 | -91.4% | 200 | -90.7% | 0.01% | -90.8% |
| FTNT | Sell | FORTINET INC COM | $6,000 | -87.8% | 227 | -83.1% | 0.01% | -87.0% |
| AKAM | Sell | AKAMAI TECH | $6,000 | +20.0% | 90 | -8.2% | 0.01% | +20.0% |
| CCI | Sell | CROWN CASTLE INTL CORP | $5,000 | -16.7% | 64 | -7.2% | 0.01% | -16.7% |
| SLV | Sell | ISHARES SILVER TRUST ETFishares | $5,000 | -99.8% | 385 | -99.8% | 0.01% | -99.8% |
| KHC | Sell | KRAFT HEINZ CO COM | $5,000 | -76.2% | 65 | -72.6% | 0.01% | -75.0% |
| TWX | Sell | TIME WARNER INC | $5,000 | -28.6% | 54 | -42.6% | 0.01% | -28.6% |
| BUD | Sell | ANHEUSER BUSCHsponsored adr | $4,000 | -42.9% | 43 | -28.3% | 0.00% | -42.9% |
| O | Sell | REALTY INCOME CORP | $4,000 | -96.9% | 75 | -96.1% | 0.00% | -96.7% |
| UAA | Sell | UNDER ARMOUR INCcl a | $4,000 | -91.1% | 163 | -86.2% | 0.00% | -90.5% |
| CFG | Sell | CITIZENS FINL GROUP INC COM | $3,000 | 0.0% | 91 | -26.0% | 0.00% | 0.0% |
| DVMT | Sell | DELL TECHNOLOGIES INC COM CL V | $3,000 | 0.0% | 63 | -13.7% | 0.00% | 0.0% |
| EWBC | Sell | EAST WEST BANCORP INC COM | $2,000 | 0.0% | 44 | -31.2% | 0.00% | 0.0% |
| JAX | Sell | J ALEXANDERS HLDGS INC COM | $2,000 | 0.0% | 196 | -22.5% | 0.00% | 0.0% |
| DFS | Sell | DISCOVER FINANCIAL SERVICES LLC | $2,000 | +100.0% | 32 | -5.9% | 0.00% | +100.0% |
| PLUG | Sell | PLUG PWR INC | $2,000 | -85.7% | 2,055 | -75.4% | 0.00% | -84.6% |
| OXY | Sell | OCCIDENTAL PETE CORP DEL COM | $1,000 | -50.0% | 27 | -28.9% | 0.00% | -50.0% |
| FIS | Sell | FIDELITY NATL INFORMATION SVCS COM | $1,000 | -98.4% | 19 | -97.7% | 0.00% | -98.3% |
| TWTR | Sell | TWITTER INC COM | $1,000 | -75.0% | 100 | -50.0% | 0.00% | -75.0% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N V SHS - A - | $1,000 | 0.0% | 12 | -7.7% | 0.00% | 0.0% |
| CWI | Exit | SPDR MSCI ACWI EX-US ETFmsci acwi exus | $0 | – | -3 | -100.0% | 0.00% | – |
| SRE | Exit | SEMPRA ENERGY | $0 | – | -5 | -100.0% | 0.00% | – |
| MDYV | Exit | SPDR S&P 400 MID CAP VALUE ETFs&p 400 mdcp val | $0 | – | -1 | -100.0% | 0.00% | – |
| FNDA | Exit | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETFschwab fdt us sc | $0 | – | -3 | -100.0% | 0.00% | – |
| DRYS | Exit | DRYSHIPS INC COM PAR NEW | $0 | – | -1,000 | -100.0% | 0.00% | – |
| IGOV | Sell | ISHARES TR S&P/CITIGROUP INTL TREASURY BD ETFintl trea bd etf | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| COWN | Sell | COWEN INC CL A NEWcl a new | $0 | – | 48 | -75.3% | 0.00% | – |
| MCK | Sell | MCKESSON CORP | $0 | -100.0% | 1 | -90.0% | 0.00% | -100.0% |
| FNDF | Exit | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFschwb fdt int lg | $0 | – | -4 | -100.0% | 0.00% | – |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC | $0 | -100.0% | 13 | -55.2% | 0.00% | -100.0% |
| JWN | Exit | NORDSTROM INC COM | $0 | – | -30 | -100.0% | -0.00% | – |
| AMP | Exit | AMERIPRISE FINL INC COM | $0 | – | -16 | -100.0% | -0.00% | – |
| IVZ | Exit | INVESCO LTD SHS | $0 | – | -55 | -100.0% | -0.00% | – |
| COL | Exit | ROCKWELL COLLINS INC | $0 | – | -20 | -100.0% | -0.00% | – |
| RHT | Exit | RED HAT! INC. | $0 | – | -23 | -100.0% | -0.00% | – |
| AGN | Exit | ALLERGAN PLC SHS | $0 | – | -6 | -100.0% | -0.00% | – |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC COM | $0 | – | -72 | -100.0% | -0.00% | – |
| NSC | Exit | NORFOLK SOUTHERN CRP | $0 | – | -16 | -100.0% | -0.00% | – |
| SCHH | Exit | SCH US REIT ETFus reit etf | $0 | – | -50 | -100.0% | -0.00% | – |
| TLH | Exit | ISHARES 10-20 YR TREASURY ETF10-20 yr trs etf | $0 | – | -14 | -100.0% | -0.00% | – |
| TLT | Exit | ISHARES 20 plus YR TREASURY ETF20 yr tr bd etf | $0 | – | -15 | -100.0% | -0.00% | – |
| LEMB | Exit | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETFjp morgan em etf | $0 | – | -46 | -100.0% | -0.00% | – |
| CYTR | Exit | CYTRX CORP | $0 | – | -5,000 | -100.0% | -0.00% | – |
| FTRCQ | Exit | FRONTIER COMMUNICATIONS CORP COM NEW | $0 | – | -908 | -100.0% | -0.00% | – |
| UGAZ | Exit | VELOCITYSHARES 3X LONG NATURAL GAS ETN LINKED TO THE S&P GSCI NATURAL GAS I | $0 | – | -96 | -100.0% | -0.00% | – |
| GGP | Exit | GENERAL GROWTH PPTYS INC | $0 | – | -160 | -100.0% | -0.00% | – |
| FEYE | Exit | FIREEYE INC COM | $0 | – | -350 | -100.0% | -0.01% | – |
| WETF | Exit | WISDOMTREE INVTS INC COM | $0 | – | -666 | -100.0% | -0.01% | – |
| JBHT | Exit | HUNT J B TRANS SVCS INC COM | $0 | – | -89 | -100.0% | -0.01% | – |
| GER | Exit | GOLDMAN SACHS MLP ENERGY RENAI COM | $0 | – | -1,000 | -100.0% | -0.01% | – |
| IXJ | Exit | ISHARES GLOBAL HEALTHCARE ETFglob hlthcre etf | $0 | – | -87 | -100.0% | -0.01% | – |
| VHT | Exit | VANGUARD HEALTH CARE ETFhealth car etf | $0 | – | -66 | -100.0% | -0.01% | – |
| VXX | Exit | IPATH S&P 500 VIX SHORT-TERM FUTURES ETNipath s&p500 vix | $0 | – | -253 | -100.0% | -0.01% | – |
| SPGI | Exit | S&P GLOBAL INC COM | $0 | – | -82 | -100.0% | -0.01% | – |
| IYK | Exit | ISHARES DOW JONES US CONSUMER GOODSu.s. cnsm gd etf | $0 | – | -107 | -100.0% | -0.01% | – |
| LGIH | Exit | LGI HOMES INC COM | $0 | – | -335 | -100.0% | -0.01% | – |
| TPC | Exit | TUTOR PERINI CORP COM | $0 | – | -628 | -100.0% | -0.01% | – |
| VMC | Exit | VULCAN MATLS CO COM | $0 | – | -119 | -100.0% | -0.01% | – |
| APTV | Exit | DELPHI AUTOMOTIVE PLC COM | $0 | – | -188 | -100.0% | -0.01% | – |
| SINA | Exit | SINA CORP ORDord | $0 | – | -205 | -100.0% | -0.01% | – |
| WB | Exit | WEIBO CORP SPONSORED ADRsponsored adr | $0 | – | -335 | -100.0% | -0.02% | – |
| TPR | Exit | COACH INC | $0 | – | -491 | -100.0% | -0.02% | – |
| TYG | Exit | TORTOISE ENERGY INFRA CORP COM | $0 | – | -1,043 | -100.0% | -0.03% | – |
| UA | Exit | UNDER ARMOUR INC CL Ccl c | $0 | – | -1,007 | -100.0% | -0.03% | – |
| SDS | Exit | PROSHARES ULTRASHORT S&P 500ultrashrt s&p500 | $0 | – | -2,500 | -100.0% | -0.04% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L P COM | $0 | – | -1,500 | -100.0% | -0.04% | – |
| NGG | Exit | NATIONAL GRID TRANSCO PLCsponsored adr ne | $0 | – | -682 | -100.0% | -0.04% | – |
| TVIX | Exit | VELOCITYSHARES DAILY 2X VIX SHORT TERM ETN | $0 | – | -3,600 | -100.0% | -0.06% | – |
| CMS | Exit | CMS ENERGY CORP COM | $0 | – | -3,176 | -100.0% | -0.12% | – |
| IDU | Exit | ISHARES U.S. UTILITIES ETFu.s. utilits etf | $0 | – | -24,995 | -100.0% | -2.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-06-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 32 | Q3 2023 | 4.9% |
| MICROSOFT CORP | 32 | Q3 2023 | 1.0% |
| JOHNSON & JOHNSON COM | 32 | Q3 2023 | 1.8% |
| ISHARES TR | 31 | Q3 2023 | 10.4% |
| SPDR S&P 500 ETF TRUST | 31 | Q3 2023 | 2.2% |
| Wal-Mart Stores Inc | 31 | Q3 2023 | 1.1% |
| ISHARES TR LEHMAN SHORT TREA BDFD | 30 | Q3 2023 | 11.6% |
| SCHWAB US LARGE CAP GROWTH ETF | 30 | Q3 2023 | 8.5% |
| LOCKHEED MARTIN CORP | 30 | Q3 2023 | 1.2% |
| PROCTER & GAMBLE CO COM | 30 | Q2 2023 | 8.1% |
View MinichMacGregor Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-18 |
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.