$243 Million is the total value of MinichMacGregor Wealth Management, LLC's 77 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PLUG | PLUG PWR INC | $248,000 | -42.1% | 14,978 | 0.0% | 0.10% | -25.5% | |
| RIG | TRANSOCEAN | $199,000 | -27.4% | 60,000 | 0.0% | 0.08% | -6.8% | |
| ADX | ADAMS DIVERSIFIED EQUITY FD COM | $133,000 | -2.2% | 120,897 | 0.0% | 0.06% | +27.9% | |
| FCEL | FUELCELL ENERGY INC COM | $76,000 | -35.0% | 20,405 | 0.0% | 0.03% | -16.2% | |
| NXE | NEXGEN ENERGY LTD COM | $46,000 | -37.0% | 13,000 | 0.0% | 0.02% | -17.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-13
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.