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MinichMacGregor Wealth Management, LLC13F | |
| MinichMacGregor Wealth Management, LLC | |
| Last update 2025-07-16 | 125 Stocks (22 new) |
| Value $468.00 Mil | Turnover 25 % |
MinichMacGregor Wealth Managem... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLD | SPDR Gold Shares ETF | 72,792 | 22,189.2 | +418.91% | 4.740 | +3.83% | 0.020 | +2.98% | +29.14% | 102,967.2 | ||
IYC |
iShares U.S. Consumer Discretionary ETF
iShares U.S. Consumer Discretionary ETF
| 191,409 | 19,072.1 | +12.11% | 4.080 | +0.44% | 1.150 | +17.91% | +6.30% | 1,711.5 | ||
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 717,512 | 19,042.8 | -0.06% | 4.070 | 0% | 0.330 | +3.63% | +4.82% | 6,307.9 | ||
IGOV |
iShares S&P/Citigroup International Treasury Bond
iShares S&P/Citigroup International Treasury Bond
| 405,259 | 17,466.7 | New Holding | 3.740 | +3.74% | 1.380 | +2.68% | +11.05% | 1,294.8 | ||
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
| 172,872 | 17,379.7 | -39.94% | 3.720 | -2.59% | 0.130 | +1.40% | +2.59% | 13,399.0 | ||
ITA |
iShares U.S. Aerospace & Defense ETF
iShares U.S. Aerospace & Defense ETF
| 84,387 | 15,918.8 | +1.36% | 3.400 | +0.05% | 0.190 | +30.93% | +35.56% | 8,872.8 | ||
VGK | Vanguard FTSE Europe ETF | 180,781 | 14,010.5 | New Holding | 3.000 | +3.00% | 0.060 | +13.38% | +27.58% | 26,108.9 | ||
IYF | iShares U.S. Financials ETF | 115,018 | 13,916.0 | -38.44% | 2.980 | -1.81% | 0.350 | +14.86% | +12.32% | 4,188.9 | ||
SCHX | Schwab U.S. Large-Cap ETF | 541,186 | 13,226.6 | -0.03% | 2.830 | 0% | 0.020 | +18.93% | +8.88% | 57,535.1 | ||
NVDA | NVIDIA Corp | 82,227 | 13,133.1 | -10.01% | 2.810 | -0.23% | 0.000 | +66.56% | +27.41% | 4,171,850.1 | Semiconductors |
MinichMacGregor Wealth Management, LLC's Historical Top Holdings Breakdowns
MinichMacGregor Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GLD | SPDR Gold Shares ETF | 2025-06-30 | Add Add | +3.83% | 273.71 ($302.58) 316.29 | $312.53 | 3.29% | Add 418.91% | 72,792 | 58,764 | |
IGOV |
iShares S&P/Citigroup International Treasury Bond
iShares S&P/Citigroup International Treasury Bond
| 2025-06-30 | New Buy New Buy | +3.74% | 39.42 ($41.55) 43.1 | $42.66 | 2.68% | New holding | 405,259 | 405,259 | |
SCHD | Schwab US Dividend Equity ETF | 2025-06-30 | Sold Out Sold Out | -3.67% | 24.32 ($26.14) 27.96 | $27.34 | 4.60% | Sold Out | 0 | -586,751 | |
VGK | Vanguard FTSE Europe ETF | 2025-06-30 | New Buy New Buy | +3.00% | 62.73 ($73.73) 78.42 | $79.43 | 7.73% | New holding | 180,781 | 180,781 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-06-30 | Reduce Reduce | -2.86% | 76.53 ($87.73) 93.79 | $98.44 | 12.21% | Reduce -77.74% | 41,510 | -144,945 | |
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
| 2025-06-30 | Reduce Reduce | -2.59% | 100.04 ($100.31) 100.62 | $100.51 | 0.20% | Reduce -39.94% | 172,872 | -114,984 | |
ISHG |
iShares S&P/Citigroup 1-3 Yr Intl Treasury Bond
iShares S&P/Citigroup 1-3 Yr Intl Treasury Bond
| 2025-06-30 | New Buy New Buy | +2.45% | 70.32 ($73.88) 76.56 | $76.32 | 3.30% | New holding | 149,417 | 149,417 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-06-30 | New Buy New Buy | +2.39% | 39.89 ($46.36) 49.46 | $51.24 | 10.53% | New holding | 225,902 | 225,902 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-06-30 | Reduce Reduce | -2.23% | 22.27 ($26.42) 29.21 | $29.90 | 13.18% | Reduce -56.42% | 307,618 | -398,192 | |
IAU | iShares Gold Trust | 2025-06-30 | Add Add | +1.92% | 56.1 ($61.92) 64.74 | $64.01 | 3.37% | Add 3754.5% | 147,743 | 143,910 |
MinichMacGregor Wealth Management, LLC Total Holding History ($B)
MinichMacGregor Wealth Management, LLC's Asset Allocation
MinichMacGregor Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MinichMacGregor Wealth Management, LLC's Hypothetical Growth since 2025-06-30
MinichMacGregor Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MinichMacGregor Wealth Management, LLC's Holdings Heat Map
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MinichMacGregor Wealth Management, LLC's Holdings Bubble Chart
MinichMacGregor Wealth Management, LLC News
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