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CIK: 0001744318
Total reported value
$659.2M
$659.2M
103 檔
14.1%
During the Q2 2024 filing period, MinichMacGregor Wealth Management, LLC (CIK: 0001744318) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $659.2M across 103 reported positions.
During Q2 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 | 5.91% | +0.03% | -0.47% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.80% | — | +12.48% | |
| 3 | ITB | Ishares U.s. Home Constructi | ETF-Other | 4.36% | — | -1.06% | |
| 4 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 3.55% | +0.01% | +0.32% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.11% | -0.30% | +3856.59% | |
| 6 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-Other | 3.07% | -0.16% | +83.39% | |
| 7 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 3.01% | — | +0.23% | |
| 8 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.84% | +0.67% | -4.16% | |
| 9 | VIS | Vanguard Industrials ETF | ETF-Other | 2.80% | -0.03% | +0.92% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.65% | +0.01% | +775.09% | |
| 11 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 2.57% | — | -3.21% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.56% | +0.08% | -0.74% | |
| 13 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.50% | -2.43% | -3.12% | |
| 14 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.43% | +2.12% | NEW | |
| 15 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.25% | — | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | +0.02% | -2.94% | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.06% | -0.11% | -0.34% | |
| 18 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 1.95% | +0.03% | -2.87% | |
| 19 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.95% | — | +9.34% | |
| 20 | KLAC | Kla CORP | Stock-Tech | 1.94% | +0.42% | -8.09% | |
| 21 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.93% | — | -3.77% | |
| 22 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.91% | — | — | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.91% | — | -6.92% | |
| 24 | CLH | Clean Harbors Inc | Stock-Industrials | 1.89% | — | -1.09% | |
| 25 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.89% | -0.11% | +18.64% | |
| 26 | DSGX | Descartes Systems Grp/the | Stock-Tech | 1.89% | — | +10.96% | |
| 27 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.89% | — | +13.93% | |
| 28 | HEI | Heico CORP | Stock-Industrials | 1.88% | -0.53% | -2.82% | |
| 29 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 1.87% | — | — | |
| 30 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.86% | +1.77% | NEW | |
| 31 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.84% | — | +5.89% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.55% | -0.01% | -0.58% | |
| 33 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.48% | -0.12% | +1.31% | |
| 34 | SLV | Ishares Silver Trust | ETF-Commodities | 1.43% | -0.04% | EXIT | |
| 35 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.29% | -0.13% | +2.33% | |
| 36 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.26% | +0.16% | NEW | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.92% | -0.09% | -0.15% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | +0.68% | -0.01% | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.82% | -0.17% | +9.35% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.72% | -0.02% | +0.85% | |
| 41 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.71% | — | +2.09% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.69% | -1.21% | +7.00% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.62% | -0.19% | -0.29% | |
| 44 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.51% | — | -1.30% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | -0.01% | +1.75% | |
| 46 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.34% | — | -0.02% | |
| 47 | GE | General Electric | Stock-Industrials | 0.34% | +0.09% | +0.83% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | +0.03% | -1.28% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.01% | -1.01% | |
| 50 | GIB | Cgi Inc | Stock-Tech | 0.22% | -0.02% | +3.10% |
According to official SEC Form 13F filings, MinichMacGregor Wealth Management, LLC reported a total U.S. public equity portfolio value of $659.2M across 103 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHG, MOAT, ITB) accounted for 14.1% of total reported equity market value during Q2 2024.
During Q2 2024, MinichMacGregor Wealth Management, LLC's top holdings by market value included SCHG (5.9%)、MOAT (5.8%)、ITB (4.4%). The largest single position, SCHG, represented 5.9% of total portfolio value.
In Q2 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.
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