13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001744318
Total reported value
$659.2M
$659.2M
104 檔
13.9%
In Q1 2024, MinichMacGregor Wealth Management, LLC's U.S. equity holdings reached a combined market value of $659.2M, distributed across 104 disclosed stock positions.
During Q1 2024, MinichMacGregor Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.71% | +0.03% | -42.37% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.56% | — | +12.24% | |
| 3 | ITB | Ishares U.s. Home Constructi | ETF-Other | 5.19% | — | -15.05% | |
| 4 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 3.70% | +0.01% | -1.15% | |
| 5 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 3.31% | — | -0.93% | |
| 6 | VIS | Vanguard Industrials ETF | ETF-Other | 2.98% | -0.03% | +163.24% | |
| 7 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.87% | +0.67% | +257.16% | |
| 8 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 2.87% | — | -5.42% | |
| 9 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.68% | -2.43% | -1.93% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.59% | +0.08% | -2.61% | |
| 11 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.56% | +2.12% | NEW | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.28% | +0.01% | -26.93% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.24% | +0.02% | -0.98% | |
| 14 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 2.19% | +0.03% | +1760.64% | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.16% | -0.11% | -5.32% | |
| 16 | BRKR | Bruker CORP | Stock-Healthcare | 2.01% | — | — | |
| 17 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.94% | — | — | |
| 18 | KLAC | Kla CORP | Stock-Tech | 1.90% | +0.42% | +1.93% | |
| 19 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.80% | — | +6.69% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.79% | — | -18.11% | |
| 21 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.78% | — | +9.78% | |
| 22 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.77% | — | +4.30% | |
| 23 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-Other | 1.76% | -0.16% | +1.16% | |
| 24 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.75% | — | +152.24% | |
| 25 | CLH | Clean Harbors Inc | Stock-Industrials | 1.74% | — | — | |
| 26 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.73% | -0.11% | +5.25% | |
| 27 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.73% | +1.77% | NEW | |
| 28 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 1.71% | — | — | |
| 29 | DSGX | Descartes Systems Grp/the | Stock-Tech | 1.71% | — | — | |
| 30 | HEI | Heico CORP | Stock-Industrials | 1.71% | -0.53% | — | |
| 31 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.68% | — | — | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.57% | -0.01% | -1.62% | |
| 33 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.49% | -0.12% | +4.83% | |
| 34 | FN | Fabrinet | Stock-Tech | 1.32% | — | — | |
| 35 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.32% | — | +29.70% | |
| 36 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.31% | -0.13% | — | |
| 37 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.27% | +0.16% | NEW | |
| 38 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 1.23% | — | +31.80% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.96% | -0.09% | -4.30% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | +0.68% | -13.33% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.78% | -0.17% | +19.72% | |
| 42 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.73% | — | — | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | -1.21% | -90.98% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.63% | -0.19% | +8.38% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.60% | -0.02% | -6.07% | |
| 46 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.53% | — | +1.08% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | -0.01% | +0.22% | |
| 48 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 0.40% | -3.51% | EXIT | |
| 49 | GE | General Electric | Stock-Industrials | 0.38% | +0.09% | +3.17% | |
| 50 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.37% | — | +15.04% |
According to official SEC Form 13F filings, MinichMacGregor Wealth Management, LLC reported a total U.S. public equity portfolio value of $659.2M across 104 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, MOAT, ITB) accounted for 13.9% of total reported equity market value during Q1 2024.
During Q1 2024, MinichMacGregor Wealth Management, LLC's top holdings by market value included SCHG (5.7%)、MOAT (5.6%)、ITB (5.2%). The largest single position, SCHG, represented 5.7% of total portfolio value.
In Q1 2024, MinichMacGregor Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.