The Analysis of MinichMacGregor Wealth Management, LLC's Holdings
Currently, MinichMacGregor Wealth Management, LLC holds 140 types of securities in its portfolio with a total value $512.7M. In the most recent quarter, they have increased their positions in GOOGL (+44.6K shares, valued at $10.8M), GLD (+29.4K shares, valued at $10.5M), VWO (+108.5K shares, valued at $5.9M); decreased their positions in IGOV (-397.8K shares, valued at $16.9M), LLY (-9.8K shares, valued at $7.4M), MINT (-71.3K shares, valued at $7.2M); initiated new positions in ETN (+13.5K shares, valued at $5.1M), CMG (+122.6K shares, valued at $4.8M), NOW (+5.2K shares, valued at $4.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GLD SPDR GOLD TR102.2K shares40.45%2025-09-302025-10-28
ITA ISHARES TR105.2K shares24.68%2025-09-302025-10-28 IYC ISHARES TR193.0K shares0.85%2025-09-302025-10-28 PYLD PIMCO ETF TR719.3K shares0.25%2025-09-302025-10-28 VWO VANGUARD INTL EQUITY INDEX F334.4K shares48.04%2025-09-302025-10-28 NVDA NVIDIA CORPORATION84.3K shares2.48%2025-09-302025-10-28 IYF ISHARES TR118.5K shares3.06%2025-09-302025-10-28 SCHG SCHWAB STRATEGIC TR466.4K shares51.62%2025-09-302025-10-28 SCHX SCHWAB STRATEGIC TR536.3K shares-0.91%2025-09-302025-10-28 IGV ISHARES TR122.6K shares4.05%2025-09-302025-10-28 KTOS KRATOS DEFENSE & SEC SOLUTIO142.9K shares-27.81%2025-09-302025-10-28 VIS VANGUARD WORLD FD43.1K shares-5.79%2025-09-302025-10-28 IDU ISHARES TR106.0K shares-0.53%2025-09-302025-10-28 IAI ISHARES TR65.1K shares1.48%2025-09-302025-10-28 GOOGL ALPHABET INC46.7K shares2128.84%2025-09-302025-10-28 IAU ISHARES GOLD TR151.9K shares2.79%2025-09-302025-10-28 IVV ISHARES TR16.4K shares1.98%2025-09-302025-10-28 HYGH ISHARES U S ETF TR122.1K shares-14.66%2025-09-302025-10-28 IYJ ISHARES TR72.7K shares2.49%2025-09-302025-10-28 MINT PIMCO ETF TR101.6K shares-41.23%2025-09-302025-10-28 KLAC KLA CORP9.1K shares4.23%2025-09-302025-10-28 IAK ISHARES TR71.6K shares3.50%2025-09-302025-10-28 ISHG ISHARES TR121.7K shares-18.52%2025-09-302025-10-28 SHV ISHARES TR83.1K shares-4.04%2025-09-302025-10-28 PANW PALO ALTO NETWORKS INC44.0K shares73.14%2025-09-302025-10-28 IBDV ISHARES TR397.2K shares0.73%2025-09-302025-10-28 DAUG FIRST TR EXCHNG TRADED FD VI199.7K shares-0.77%2025-09-302025-10-28 HEI HEICO CORP NEW26.4K shares4.66%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR12.7K shares-25.54%2025-09-302025-10-28 VGK VANGUARD INTL EQUITY INDEX F94.5K shares-47.74%2025-09-302025-10-28 ORLY OREILLY AUTOMOTIVE INC58.5K shares3.24%2025-09-302025-10-28 TJX TJX COS INC NEW42.3K shares3.54%2025-09-302025-10-28 IBDT ISHARES TR231.0K shares-1.69%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL11.2K shares5.18%2025-09-302025-10-28 ETN EATON CORP PLC13.5K sharesnew addition2025-09-302025-10-28 MAR MARRIOTT INTL INC NEW19.4K shares5.83%2025-09-302025-10-28 CTAS CINTAS CORP23.6K shares4.56%2025-09-302025-10-28 CMG CHIPOTLE MEXICAN GRILL INC122.6K sharesnew addition2025-09-302025-10-28 NOW SERVICENOW INC5.2K sharesnew addition2025-09-302025-10-28 MSFT MICROSOFT CORP8.9K shares-1.30%2025-09-302025-10-28 SHY ISHARES TR53.7K shares-3.35%2025-09-302025-10-28 AAPL APPLE INC14.7K shares13.82%2025-09-302025-10-28 FTNT FORTINET INC41.6K sharesnew addition2025-09-302025-10-28 LMT LOCKHEED MARTIN CORP6.1K shares0.39%2025-09-302025-10-28 GE GE AEROSPACE9.9K shares2.42%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.6.1K shares14.21%2025-09-302025-10-28 AMZN AMAZON COM INC8.0K shares49.19%2025-09-302025-10-28 NLR VANECK ETF TRUST12.4K sharesnew addition2025-09-302025-10-28 GEV GE VERNOVA INC2.5K shares-3.03%2025-09-302025-10-28 TSLA TESLA INC3.0K shares14.33%2025-09-302025-10-28 LEU CENTRUS ENERGY CORP4.2K shares0.00%2025-09-302025-10-28 ICLN ISHARES TR75.9K sharesnew addition2025-09-302025-10-28 QQQ INVESCO QQQ TR1.9K shares-4.15%2025-09-302025-10-28 META META PLATFORMS INC1.5K shares39.15%2025-09-302025-10-28 FDN FIRST TR EXCHANGE-TRADED FD3.7K shares30.15%2025-09-302025-10-28 FXR FIRST TR EXCHANGE TRADED FD12.4K shares28.85%2025-09-302025-10-28 T AT&T INC34.1K shares-10.87%2025-09-302025-10-28 FV FIRST TR EXCHANGE TRADED FD15.1K shares0.00%2025-09-302025-10-28 DIA SPDR DOW JONES INDL AVERAGE2.0K shares0.00%2025-09-302025-10-28 SPYG SPDR SERIES TRUST8.3K sharesnew addition2025-09-302025-10-28 VRSK VERISK ANALYTICS INC3.3K shares-0.03%2025-09-302025-10-28 GIB CGI INC9.0K shares0.00%2025-09-302025-10-28 SPSM SPDR SERIES TRUST17.0K sharesnew addition2025-09-302025-10-28 FXO FIRST TR EXCHANGE TRADED FD12.6K shares-1.09%2025-09-302025-10-28 FXU FIRST TR EXCHANGE TRADED FD15.5K shares-0.86%2025-09-302025-10-28 QQXT FIRST TR EXCHANGE-TRADED FD6.8K shares-0.60%2025-09-302025-10-28 BUG GLOBAL X FDS18.5K sharesnew addition2025-09-302025-10-28 SPLB SPDR SERIES TRUST26.3K sharesnew addition2025-09-302025-10-28 AMD ADVANCED MICRO DEVICES INC3.7K shares25.40%2025-09-302025-10-28 VTI VANGUARD INDEX FDS1.8K shares0.11%2025-09-302025-10-28 RSP INVESCO EXCHANGE TRADED FD T3.0K shares3.27%2025-09-302025-10-28 ORCL ORACLE CORP2.0K shares85.06%2025-09-302025-10-28 AVGO BROADCOM INC1.7K shares-0.89%2025-09-302025-10-28 WMT WALMART INC5.3K shares-0.10%2025-09-302025-10-28 ABBV ABBVIE INC2.3K shares-0.13%2025-09-302025-10-28 LLY ELI LILLY & CO698 shares-93.33%2025-09-302025-10-28 BSX BOSTON SCIENTIFIC CORP5.3K shares-6.17%2025-09-302025-10-28 SPEU SPDR INDEX SHS FDS10.5K sharesnew addition2025-09-302025-10-28 CCJ CAMECO CORP6.2K shares-0.29%2025-09-302025-10-28 XLK SELECT SECTOR SPDR TR1.8K sharesnew addition2025-09-302025-10-28 ADX ADAMS DIVERSIFIED EQUITY FD136.2K shares0.23%2025-09-302025-10-28 AXP AMERICAN EXPRESS CO1.4K shares4.92%2025-09-302025-10-28 XME SPDR SERIES TRUST4.8K sharesnew addition2025-09-302025-10-28 NFLX NETFLIX INC368 shares9.52%2025-09-302025-10-28 VUG VANGUARD INDEX FDS856 shares0.00%2025-09-302025-10-28 XLI SELECT SECTOR SPDR TR2.7K sharesnew addition2025-09-302025-10-28 PBW INVESCO EXCHANGE TRADED FD T14.1K sharesnew addition2025-09-302025-10-28 WFC WELLS FARGO CO NEW4.9K shares0.23%2025-09-302025-10-28 PHO INVESCO EXCHANGE TRADED FD T5.6K shares5.68%2025-09-302025-10-28 PPA INVESCO EXCHANGE TRADED FD T2.6K shares-5.20%2025-09-302025-10-28 PRN INVESCO EXCHANGE TRADED FD T2.3K shares-5.88%2025-09-302025-10-28 PEJ INVESCO EXCHANGE TRADED FD T6.6K shares-6.47%2025-09-302025-10-28 CVX CHEVRON CORP NEW2.5K shares-28.03%2025-09-302025-10-28 GGME INVESCO EXCHANGE TRADED FD T6.1K shares-6.73%2025-09-302025-10-28 FCX FREEPORT-MCMORAN INC10.0K shares-0.17%2025-09-302025-10-28 PNQI INVESCO EXCHANGE TRADED FD T7.0K shares-5.45%2025-09-302025-10-28 CAT CATERPILLAR INC793 shares-10.90%2025-09-302025-10-28 COF CAPITAL ONE FINL CORP1.7K sharesnew addition2025-09-302025-10-28 AXON AXON ENTERPRISE INC500 shares0.00%2025-09-302025-10-28 V VISA INC1.0K shares-4.95%2025-09-302025-10-28 BIL SPDR SERIES TRUST3.7K sharesnew addition2025-09-302025-10-28 BAC BANK AMERICA CORP6.3K shares4.54%2025-09-302025-10-28 SPDW SPDR INDEX SHS FDS7.6K sharesnew addition2025-09-302025-10-28 SPG SIMON PPTY GROUP INC NEW1.7K shares-2.27%2025-09-302025-10-28 IGOV ISHARES TR7.5K shares-98.15%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON1.7K shares3.82%2025-09-302025-10-28 BK BANK NEW YORK MELLON CORP2.9K shares-2.29%2025-09-302025-10-28 AADR ADVISORSHARES TR3.6K shares-3.59%2025-09-302025-10-28 XOM EXXON MOBIL CORP2.7K shares-46.04%2025-09-302025-10-28 XLG INVESCO EXCHANGE TRADED FD T5.3K sharesnew addition2025-09-302025-10-28 PRFD PIMCO ETF TR5.9K shares-21.99%2025-09-302025-10-28 IVZ INVESCO LTD13.0K sharesnew addition2025-09-302025-10-28 MO ALTRIA GROUP INC4.3K sharesnew addition2025-09-302025-10-28 EMR EMERSON ELEC CO2.1K shares0.34%2025-09-302025-10-28 CSCO CISCO SYS INC4.0K shares1.04%2025-09-302025-10-28 VOO VANGUARD INDEX FDS440 sharesnew addition2025-09-302025-10-28 FTXL FIRST TR EXCHANGE TRADED FD2.4K sharesnew addition2025-09-302025-10-28 QTEC FIRST TR EXCHANGE-TRADED FD1.1K sharesnew addition2025-09-302025-10-28 GOOG ALPHABET INC1.1K sharesnew addition2025-09-302025-10-28 GEHC GE HEALTHCARE TECHNOLOGIES I3.4K shares0.35%2025-09-302025-10-28 IBDW ISHARES TR12.2K shares0.00%2025-09-302025-10-28 IBM INTERNATIONAL BUSINESS MACHS890 shares-42.13%2025-09-302025-10-28 WMB WILLIAMS COS INC3.8K shares-51.95%2025-09-302025-10-28 IBIT ISHARES BITCOIN TRUST ETF3.7K shares2.42%2025-09-302025-10-28 PG PROCTER AND GAMBLE CO1.6K shares-7.02%2025-09-302025-10-28 ET ENERGY TRANSFER L P13.8K sharesnew addition2025-09-302025-10-28 SDVY FIRST TR EXCHANGE-TRADED FD6.2K shares5.11%2025-09-302025-10-28 QYLD GLOBAL X FDS13.8K shares-26.72%2025-09-302025-10-28 IBDU ISHARES TR9.1K shares0.00%2025-09-302025-10-28 RTX RTX CORPORATION1.3K shares-34.85%2025-09-302025-10-28 MPLX MPLX LP4.2K shares-0.31%2025-09-302025-10-28 IBDS ISHARES TR8.6K shares0.00%2025-09-302025-10-28 IBDR ISHARES TR8.6K shares0.00%2025-09-302025-10-28 VB VANGUARD INDEX FDS811 sharesnew addition2025-09-302025-10-28 TQQQ PROSHARES TR2.0K sharesnew addition2025-09-302025-10-28 HD HOME DEPOT INC501 sharesnew addition2025-09-302025-10-28 RIG TRANSOCEAN LTD60.0K shares0.00%2025-09-302025-10-28 PLUG PLUG POWER INC55.6K shares0.65%2025-09-302025-10-28 FCEL FUELCELL ENERGY INC10.0K shares0.00%2025-09-302025-10-28 OCCI OFS CREDIT COMPANY INC11.8K shares0.12%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available