Sponsored

The Analysis of MinichMacGregor Wealth Management, LLC's Holdings & P&L

Currently, MinichMacGregor Wealth Management, LLC holds 136 types of securities in its portfolio with a total value $566.7M. In the most recent quarter, they have increased their positions in IEZ (+686.4K shares, valued at $19.9M), SOXX (+59.9K shares, valued at $19.8M), EMXC (+227.9K shares, valued at $17.9M); decreased their positions in SLV (-335.9K shares, valued at $22.9M), IYF (-126.5K shares, valued at $14.9M), GLD (-15.2K shares, valued at $6.5M); initiated new positions in IEZ (+686.4K shares, valued at $19.9M), SOXX (+59.9K shares, valued at $19.8M), ROBO (+182.8K shares, valued at $12.5M).

1M P&L

+25.6M+3.92%

3M P&L

+53.1M+8.50%

HY P&L

+131.9M+24.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A396.2M

74.9%

2Aerospace & Defense24.0M

4.5%

3Semiconductors16.9M

3.2%

Top Industries by Stock Count

1N/A60 stocks

49.2%

2Aerospace & Defense5 stocks

4.1%

3Drug Manufacturers - General4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLD SPDR GOLD TR81.9K shares-15.64%2026-03-312026-04-20

ITA ISHARES TR128.6K shares22.63%2026-03-312026-04-20

PYLD PIMCO ETF TR834.9K shares7.54%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F380.5K shares6.89%2026-03-312026-04-20

IEZ ISHARES TR686.4K sharesnew addition2026-03-312026-04-20

SOXX ISHARES TR59.9K sharesnew addition2026-03-312026-04-20

EMXC ISHARES INC245.0K shares1333.38%2026-03-312026-04-20

NVDA NVIDIA CORPORATION91.2K shares8.86%2026-03-312026-04-20

Sponsored

SCHX SCHWAB STRATEGIC TR570.0K shares3.40%2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR484.2K shares3.74%2026-03-312026-04-20

VIS VANGUARD WORLD FD44.2K shares1.25%2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR149.4K shares0.35%2026-03-312026-04-20

HYGH ISHARES U S ETF TR146.5K shares12.03%2026-03-312026-04-20

MINT PIMCO ETF TR124.6K shares11.65%2026-03-312026-04-20

ROBO EXCHANGE TRADED CONCEPTS TRU182.8K sharesnew addition2026-03-312026-04-20

IYJ ISHARES TR83.5K shares11.53%2026-03-312026-04-20

Sponsored

IVV ISHARES TR18.1K shares10.60%2026-03-312026-04-20

XTL SPDR SERIES TRUST62.7K sharesnew addition2026-03-312026-04-20

IAI ISHARES TR69.8K shares7.42%2026-03-312026-04-20

VGK VANGUARD INTL EQUITY INDEX F133.4K shares24.88%2026-03-312026-04-20

KLAC KLA CORP7.4K shares-21.16%2026-03-312026-04-20

ALPHABET INC ALPHABET INC38.0K shares-10.61%2026-03-312026-04-20

RAAX VANECK ETF TRUST262.9K sharesnew addition2026-03-312026-04-20

SHV ISHARES TR93.3K shares6.92%2026-03-312026-04-20

Sponsored

HEI HEICO CORP NEW36.6K shares14.59%2026-03-312026-04-20

IBDV ISHARES TR455.8K shares6.82%2026-03-312026-04-20

KTOS KRATOS DEFENSE & SEC SOLUTIO140.4K shares21.00%2026-03-312026-04-20

MSFT MICROSOFT CORP25.5K shares-0.06%2026-03-312026-04-20

DAUG FIRST TR EXCHNG TRADED FD VI211.9K shares3.13%2026-03-312026-04-20

ICLN ISHARES TR467.9K shares95.58%2026-03-312026-04-20

IGE ISHARES TR127.0K sharesnew addition2026-03-312026-04-20

MAR MARRIOTT INTL INC NEW21.2K shares-6.68%2026-03-312026-04-20

Sponsored

TJX TJX COS INC NEW43.2K shares-2.21%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.4K shares8.25%2026-03-312026-04-20

VLO VALERO ENERGY CORP27.8K sharesnew addition2026-03-312026-04-20

ORLY OREILLY AUTOMOTIVE INC73.7K shares17.66%2026-03-312026-04-20

STLD STEEL DYNAMICS INC37.3K shares-2.46%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T9.9K shares-2.27%2026-03-312026-04-20

SLB SLB LIMITED121.7K sharesnew addition2026-03-312026-04-20

IBDT ISHARES TR246.4K shares3.78%2026-03-312026-04-20

Sponsored

PH PARKER-HANNIFIN CORP6.7K sharesnew addition2026-03-312026-04-20

SHY ISHARES TR61.2K shares10.29%2026-03-312026-04-20

NLR VANECK ETF TRUST30.1K shares5.80%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP5.9K shares-1.75%2026-03-312026-04-20

AAPL APPLE INC14.1K shares-4.25%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE9.0K shares-9.08%2026-03-312026-04-20

PDBC INVESCO ACTVELY MNGD ETC FD146.5K sharesnew addition2026-03-312026-04-20

GEV GE VERNOVA INC2.5K shares0.00%2026-03-312026-04-20

Sponsored

JPM JPMORGAN CHASE & CO5.5K shares-15.55%2026-03-312026-04-20

AMZN AMAZON COM INC7.1K shares-12.78%2026-03-312026-04-20

HAL HALLIBURTON CO28.5K sharesnew addition2026-03-312026-04-20

FTXL FIRST TR EXCHANGE TRADED FD6.8K shares-12.19%2026-03-312026-04-20

TSLA TESLA INC2.6K shares-4.97%2026-03-312026-04-20

WMT WALMART INC7.0K shares37.33%2026-03-312026-04-20

FV FIRST TR EXCHANGE TRADED FD14.3K shares-5.80%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR1.4K shares-68.32%2026-03-312026-04-20

Sponsored

T AT&T INC24.8K shares-0.43%2026-03-312026-04-20

FXN FIRST TR EXCHANGE-TRADED FD30.9K sharesnew addition2026-03-312026-04-20

FBT FIRST TR EXCHANGE-TRADED FD3.4K sharesnew addition2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC3.4K shares-9.33%2026-03-312026-04-20

MISL FIRST TR EXCHANGE-TRADED FD15.2K shares-12.76%2026-03-312026-04-20

FTXR FIRST TR EXCHANGE TRADED FD17.2K sharesnew addition2026-03-312026-04-20

CCJ CAMECO CORP6.0K shares-1.10%2026-03-312026-04-20

XOM EXXON MOBIL CORP3.8K shares45.19%2026-03-312026-04-20

Sponsored

VRSK VERISK ANALYTICS INC3.3K shares0.00%2026-03-312026-04-20

META META PLATFORMS INC1.1K shares-5.00%2026-03-312026-04-20

FCX FREEPORT MCMORAN INC10.0K shares0.00%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.0K shares-0.49%2026-03-312026-04-20

GIB CGI INC7.8K shares0.00%2026-03-312026-04-20

VTI VANGUARD INDEX FDS1.8K shares-3.08%2026-03-312026-04-20

CAT CATERPILLAR INC791 shares86.12%2026-03-312026-04-20

RIG TRANSOCEAN LTD80.0K shares33.33%2026-03-312026-04-20

Sponsored

CVX CHEVRON CORPORATION2.4K shares-5.06%2026-03-312026-04-20

LLY ELI LILLY & CO476 shares-8.64%2026-03-312026-04-20

ALPHABET INC ALPHABET INC1.5K shares-0.07%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC496 shares-5.34%2026-03-312026-04-20

VUG VANGUARD INDEX FDS916 shares0.00%2026-03-312026-04-20

PSI INVESCO EXCHANGE TRADED FD T4.2K shares-10.34%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS641 shares64.78%2026-03-312026-04-20

PXJ INVESCO EXCHANGE TRADED FD T9.1K sharesnew addition2026-03-312026-04-20

Sponsored

ADX ADAMS DIVERSIFIED EQUITY FD16.9K shares8.46%2026-03-312026-04-20

PBD INVESCO EXCH TRADED FD TR II20.6K shares-6.44%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON1.5K shares8.98%2026-03-312026-04-20

MU MICRON TECHNOLOGY INC1.1K shares-17.37%2026-03-312026-04-20

BK BANK NEW YORK MELLON CORP3.0K shares-0.73%2026-03-312026-04-20

LEU CENTRUS ENERGY CORP2.1K shares0.00%2026-03-312026-04-20

PPA INVESCO EXCHANGE TRADED FD T2.1K shares-9.39%2026-03-312026-04-20

KNCT INVESCO EXCHANGE TRADED FD T2.5K shares-6.41%2026-03-312026-04-20

Sponsored

CITIGROUP INC CITIGROUP INC3.1K shares0.29%2026-03-312026-04-20

PRFD PIMCO ETF TR6.6K shares15.64%2026-03-312026-04-20

APA CORPORATION APA CORPORATION7.8K shares-27.89%2026-03-312026-04-20

BSX BOSTON SCIENTIFIC CORP5.2K shares-1.24%2026-03-312026-04-20

PKB INVESCO EXCHANGE TRADED FD T3.3K sharesnew addition2026-03-312026-04-20

PJP INVESCO EXCHANGE TRADED FD T3.1K sharesnew addition2026-03-312026-04-20

ABBV ABBVIE INC1.5K shares-20.84%2026-03-312026-04-20

CROWN CASTLE INC CROWN CASTLE INC3.8K sharesnew addition2026-03-312026-04-20

Sponsored

CSCO CISCO SYS INC4.0K shares0.07%2026-03-312026-04-20

IYF ISHARES TR2.6K shares-97.96%2026-03-312026-04-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL762 shares-19.37%2026-03-312026-04-20

GM GENERAL MTRS CO4.0K shares3.76%2026-03-312026-04-20

MS MORGAN STANLEY1.7K shares7.09%2026-03-312026-04-20

GILD GILEAD SCIENCES INC2.0K sharesnew addition2026-03-312026-04-20

BROADCOM INC BROADCOM INC898 shares-0.11%2026-03-312026-04-20

WMB WILLIAMS COS INC3.7K shares-1.92%2026-03-312026-04-20

Sponsored

WFC WELLS FARGO & CO3.4K shares-46.34%2026-03-312026-04-20

MTUM ISHARES TR1.1K shares-6.92%2026-03-312026-04-20

QYLD GLOBAL X FDS15.3K shares14.94%2026-03-312026-04-20

BAC BANK AMERICA CORP5.3K shares-13.59%2026-03-312026-04-20

IBDW ISHARES TR12.2K shares0.00%2026-03-312026-04-20

LYB LYONDELLBASELL INDUSTRIES NV3.1K sharesnew addition2026-03-312026-04-20

EMR EMERSON ELEC CO1.9K shares-8.81%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS975 shares6.91%2026-03-312026-04-20

Sponsored

XLG INVESCO EXCHANGE TRADED FD T4.3K shares-7.46%2026-03-312026-04-20

CLOI VANECK ETF TRUST4.5K sharesnew addition2026-03-312026-04-20

EIX EDISON INTL3.1K sharesnew addition2026-03-312026-04-20

FXR FIRST TR EXCHANGE-TRADED FD2.9K shares0.00%2026-03-312026-04-20

IVZ INVESCO LTD9.3K shares-13.06%2026-03-312026-04-20

F FORD MTR CO19.5K sharesnew addition2026-03-312026-04-20

RTX RTX CORPORATION1.2K shares-7.84%2026-03-312026-04-20

V VISA INC738 shares-26.13%2026-03-312026-04-20

Sponsored

SLV ISHARES SILVER TR3.3K shares-99.04%2026-03-312026-04-20

GEHC GE HEALTHCARE TECHNOLOGIES I3.1K shares-6.57%2026-03-312026-04-20

DIA STATE STR SPDR DOW JONES IND480 shares-77.77%2026-03-312026-04-20

EATON CORP PLC EATON CORP PLC615 shares-95.61%2026-03-312026-04-20

MPLX MPLX LP3.8K shares-2.77%2026-03-312026-04-20

FDN FIRST TR EXCHANGE-TRADED FD913 shares-74.18%2026-03-312026-04-20

VB VANGUARD INDEX FDS811 shares0.00%2026-03-312026-04-20

AXON AXON ENTERPRISE INC500 shares0.00%2026-03-312026-04-20

Sponsored

IBDU ISHARES TR9.1K shares0.00%2026-03-312026-04-20

IBDS ISHARES TR8.6K shares0.00%2026-03-312026-04-20

IBDR ISHARES TR8.6K shares0.00%2026-03-312026-04-20

TRST TRUSTCO BK CORP N Y4.6K sharesnew addition2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC4.0K sharesnew addition2026-03-312026-04-20

PLUG PLUG PWR INC55.7K shares0.22%2026-03-312026-04-20

STLA STELLANTIS N.V10.3K sharesnew addition2026-03-312026-04-20

FCEL FUELCELL ENERGY INC10.0K shares0.00%2026-03-312026-04-20

Sponsored

GLD

SPDR GOLD TR

-15.64%

Shares81.9K

Event2026-03-31

Filed2026-04-20

ITA

ISHARES TR

22.63%

Shares128.6K

Event2026-03-31

Filed2026-04-20

PYLD

PIMCO ETF TR

7.54%

Shares834.9K

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

6.89%

Shares380.5K

Event2026-03-31

Filed2026-04-20

IEZ

ISHARES TR

New

Shares686.4K

Event2026-03-31

Filed2026-04-20

SOXX

ISHARES TR

New

Shares59.9K

Event2026-03-31

Filed2026-04-20

EMXC

ISHARES INC

1333.38%

Shares245.0K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

8.86%

Shares91.2K

Event2026-03-31

Filed2026-04-20

SCHX

SCHWAB STRATEGIC TR

3.40%

Shares570.0K

Event2026-03-31

Filed2026-04-20

SCHG

SCHWAB STRATEGIC TR

3.74%

Shares484.2K

Event2026-03-31

Filed2026-04-20

VIS

VANGUARD WORLD FD

1.25%

Shares44.2K

Event2026-03-31

Filed2026-04-20

ISHARES GOLD TR

0.35%

Shares149.4K

Event2026-03-31

Filed2026-04-20

HYGH

ISHARES U S ETF TR

12.03%

Shares146.5K

Event2026-03-31

Filed2026-04-20

MINT

PIMCO ETF TR

11.65%

Shares124.6K

Event2026-03-31

Filed2026-04-20

ROBO

EXCHANGE TRADED CONCEPTS TRU

New

Shares182.8K

Event2026-03-31

Filed2026-04-20

IYJ

ISHARES TR

11.53%

Shares83.5K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

10.60%

Shares18.1K

Event2026-03-31

Filed2026-04-20

XTL

SPDR SERIES TRUST

New

Shares62.7K

Event2026-03-31

Filed2026-04-20

IAI

ISHARES TR

7.42%

Shares69.8K

Event2026-03-31

Filed2026-04-20

VGK

VANGUARD INTL EQUITY INDEX F

24.88%

Shares133.4K

Event2026-03-31

Filed2026-04-20

KLAC

KLA CORP

-21.16%

Shares7.4K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-10.61%

Shares38.0K

Event2026-03-31

Filed2026-04-20

RAAX

VANECK ETF TRUST

New

Shares262.9K

Event2026-03-31

Filed2026-04-20

SHV

ISHARES TR

6.92%

Shares93.3K

Event2026-03-31

Filed2026-04-20

HEI

HEICO CORP NEW

14.59%

Shares36.6K

Event2026-03-31

Filed2026-04-20

IBDV

ISHARES TR

6.82%

Shares455.8K

Event2026-03-31

Filed2026-04-20

KTOS

KRATOS DEFENSE & SEC SOLUTIO

21.00%

Shares140.4K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-0.06%

Shares25.5K

Event2026-03-31

Filed2026-04-20

DAUG

FIRST TR EXCHNG TRADED FD VI

3.13%

Shares211.9K

Event2026-03-31

Filed2026-04-20

ICLN

ISHARES TR

95.58%

Shares467.9K

Event2026-03-31

Filed2026-04-20

IGE

ISHARES TR

New

Shares127.0K

Event2026-03-31

Filed2026-04-20

MAR

MARRIOTT INTL INC NEW

-6.68%

Shares21.2K

Event2026-03-31

Filed2026-04-20

TJX

TJX COS INC NEW

-2.21%

Shares43.2K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

8.25%

Shares14.4K

Event2026-03-31

Filed2026-04-20

VLO

VALERO ENERGY CORP

New

Shares27.8K

Event2026-03-31

Filed2026-04-20

ORLY

OREILLY AUTOMOTIVE INC

17.66%

Shares73.7K

Event2026-03-31

Filed2026-04-20

STLD

STEEL DYNAMICS INC

-2.46%

Shares37.3K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

-2.27%

Shares9.9K

Event2026-03-31

Filed2026-04-20

SLB

SLB LIMITED

New

Shares121.7K

Event2026-03-31

Filed2026-04-20

IBDT

ISHARES TR

3.78%

Shares246.4K

Event2026-03-31

Filed2026-04-20

PARKER-HANNIFIN CORP

New

Shares6.7K

Event2026-03-31

Filed2026-04-20

SHY

ISHARES TR

10.29%

Shares61.2K

Event2026-03-31

Filed2026-04-20

NLR

VANECK ETF TRUST

5.80%

Shares30.1K

Event2026-03-31

Filed2026-04-20

LMT

LOCKHEED MARTIN CORP

-1.75%

Shares5.9K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-4.25%

Shares14.1K

Event2026-03-31

Filed2026-04-20

GE AEROSPACE

-9.08%

Shares9.0K

Event2026-03-31

Filed2026-04-20

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares146.5K

Event2026-03-31

Filed2026-04-20

GEV

GE VERNOVA INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-15.55%

Shares5.5K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-12.78%

Shares7.1K

Event2026-03-31

Filed2026-04-20

HAL

HALLIBURTON CO

New

Shares28.5K

Event2026-03-31

Filed2026-04-20

FTXL

FIRST TR EXCHANGE TRADED FD

-12.19%

Shares6.8K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

-4.97%

Shares2.6K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

37.33%

Shares7.0K

Event2026-03-31

Filed2026-04-20

FIRST TR EXCHANGE TRADED FD

-5.80%

Shares14.3K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

-68.32%

Shares1.4K

Event2026-03-31

Filed2026-04-20

AT&T INC

-0.43%

Shares24.8K

Event2026-03-31

Filed2026-04-20

FXN

FIRST TR EXCHANGE-TRADED FD

New

Shares30.9K

Event2026-03-31

Filed2026-04-20

FBT

FIRST TR EXCHANGE-TRADED FD

New

Shares3.4K

Event2026-03-31

Filed2026-04-20

AMD

ADVANCED MICRO DEVICES INC

-9.33%

Shares3.4K

Event2026-03-31

Filed2026-04-20

MISL

FIRST TR EXCHANGE-TRADED FD

-12.76%

Shares15.2K

Event2026-03-31

Filed2026-04-20

FTXR

FIRST TR EXCHANGE TRADED FD

New

Shares17.2K

Event2026-03-31

Filed2026-04-20

CCJ

CAMECO CORP

-1.10%

Shares6.0K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

45.19%

Shares3.8K

Event2026-03-31

Filed2026-04-20

VRSK

VERISK ANALYTICS INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-20