MW

MinichMacGregor Wealth Management, LLC

13F
MinichMacGregor Wealth Management, LLC
Last update 2024-07-25 103 Stocks (9 new)
Value $410.00 Mil Turnover 14 %
Countries:
Top Holdings: SCHG(5.91%)MOAT(5.80%)ITB(4.36%)FV(3.55%)PYLD(3.11%)
Portfolio Report
Summary Stock Picks Current Portfolio
MinichMacGregor Wealth Managem... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHG 		Schwab U.S. Large-Cap Growth ETF
239,873
24188.870
-0.47%
5.910
-0.03%
-
+2.90%
+24.80%
32787.951
 
MOAT 		VanEck Morningstar Wide Moat ETF
274,335
23760.150
+12.48%
5.800
+0.64%
-
+9.64%
+12.43%
18368.144
 
ITB 		iShares U.S. Home Construction ETF
176,689
17856.280
-1.06%
4.360
-0.06%
-
+23.21%
+24.49%
3723.306
 
FV 		First Trust Dorsey Wright Focus 5 ETF
254,041
14547.960
+0.32%
3.550
+0.01%
-
+0.33%
+11.54%
3740.375
 
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund
497,423
12753.930
+3,856.59%
3.110
+3.03%
-
+3.74%
+3.86%
999.265
 
HYGH 		iShares Interest Rate Hedged High Yield Bond ETF
147,730
12557.050
+83.39%
3.070
+1.40%
-
+0.94%
+2.24%
305.056
 
FEZ 		SPDR EURO Stoxx 50 ETF
246,640
12339.400
+0.23%
3.010
+0.01%
-
+1.70%
+8.64%
3781.282
 
SOXX 		iShares PHLX SOX Semiconductor Sector Index Fund
46,914
11652.010
-4.16%
2.840
-0.12%
-
-10.10%
+16.93%
14628.989
 
VIS 		Vanguard Industrials ETF
48,685
11451.730
+0.92%
2.800
+0.03%
-
+8.60%
+16.89%
5436.927
 
NVDA 		NVIDIA Corp
86,538
10837.540
-12.49%
2.650
-0.29%
0.000
-8.14%
+134.81%
2851857.800
Semiconductors

MinichMacGregor Wealth Management, LLC's Historical Top Holdings Breakdowns

MinichMacGregor Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund2024-06-30Add
+3.03%
●
25.14 ($25.5) 25.73
$26.66
4.55%
Add 3856.59%
497,423
484,851
XMMO 		Invesco S&P MidCap Momentum ETF2024-06-30New Buy
+2.25%
●
106.61 ($112.89) 117.53
$120.89
7.09%
New holding
80,748
80,748
BRKR 		Bruker Corp2024-06-30Sold Out
-2.05%
●
63.57 ($75.29) 92.93
$67.16
-10.80%
Sold Out
0
-84,932
IRM 		Iron Mountain Inc2024-06-30New Buy
+1.91%
●
74.42 ($80.93) 89.62
$118.44
46.35%
New holding
87,373
87,373
LNTH 		Lantheus Holdings Inc2024-06-30New Buy
+1.87%
●
58.87 ($73.36) 83.05
$111.36
51.80%
New holding
95,378
95,378
BOND 		PIMCO Active Bond ETF2024-06-30Sold Out
-1.80%
●
89.04 ($90.45) 91.74
$94.84
4.85%
Sold Out
0
-76,272
ODFL 		Old Dominion Freight Line Inc2024-06-30Sold Out
-1.78%
●
168.53 ($188.59) 224.69
$196.17
4.02%
Sold Out
0
-31,437
IEO 		iShares U.S. Oil & Gas Exploration & Production ETF2024-06-30Sold Out
-1.74%
●
96.41 ($103.71) 111.94
$94.75
-8.64%
Sold Out
0
-62,273
SLV 		iShares Silver Trust2024-06-30New Buy
+1.43%
●
22.86 ($26.3) 29.27
$27.98
6.39%
New holding
221,043
221,043
HYGH 		iShares Interest Rate Hedged High Yield Bond ETF2024-06-30Add
+1.40%
●
84.43 ($85.2) 85.73
$85.93
0.86%
Add 83.39%
147,730
67,173

MinichMacGregor Wealth Management, LLC Total Holding History ($B)

To

MinichMacGregor Wealth Management, LLC's Asset Allocation

To

MinichMacGregor Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MinichMacGregor Wealth Management, LLC's Hypothetical Growth since 2024-06-30

MinichMacGregor Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MinichMacGregor Wealth Management, LLC's Holdings Heat Map

Size field:

MinichMacGregor Wealth Management, LLC's Holdings Bubble Chart

MinichMacGregor Wealth Management, LLC News

  • 1

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