MinichMacGregor Wealth Management, LLC - Q3 2022 holdings

$251 Million is the total value of MinichMacGregor Wealth Management, LLC's 77 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .

 Value Shares↓ Weighting
RIG  TRANSOCEAN$148,000
-25.6%
60,0000.0%0.06%
-28.0%
ADX  ADAMS DIVERSIFIED EQUITY FD COM$133,0000.0%120,8970.0%0.05%
-3.6%
FCEL  FUELCELL ENERGY INC COM$69,000
-9.2%
20,4050.0%0.03%
-9.7%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-10-06
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC32Q3 20234.9%
MICROSOFT CORP32Q3 20231.0%
JOHNSON & JOHNSON COM32Q3 20231.8%
ISHARES TR31Q3 202310.4%
SPDR S&P 500 ETF TRUST31Q3 20232.2%
Wal-Mart Stores Inc31Q3 20231.1%
ISHARES TR LEHMAN SHORT TREA BDFD30Q3 202311.6%
SCHWAB US LARGE CAP GROWTH ETF30Q3 20238.5%
LOCKHEED MARTIN CORP30Q3 20231.2%
PROCTER & GAMBLE CO COM30Q2 20238.1%

View MinichMacGregor Wealth Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-16
13F-HR2024-02-08
13F-HR2023-10-16
13F-HR2023-07-13
13F-HR2023-04-19
13F-HR2023-01-09
13F-HR2022-10-06
13F-HR2022-07-13
13F-HR2022-04-26
13F-HR2022-01-18

View MinichMacGregor Wealth Management, LLC's complete filings history.

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