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CIK: 0001744318
Total reported value
$659.2M
$659.2M
117 檔
16.9%
At the close of Q3 2024, MinichMacGregor Wealth Management, LLC disclosed equity holdings valued at approximately $659.2M, spread across 117 reported holdings.
In Q3 2024, MinichMacGregor Wealth Management, LLC displayed an active expansion posture, initiating 13 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 7.50% | +0.03% | +39.95% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.45% | — | -4.43% | |
| 3 | ITB | Ishares U.s. Home Constructi | ETF-Other | 4.74% | — | -1.55% | |
| 4 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 3.18% | +0.01% | +0.37% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.96% | -0.30% | +4.04% | |
| 6 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-Other | 2.88% | -0.16% | +5.36% | |
| 7 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 2.84% | — | +0.79% | |
| 8 | VIS | Vanguard Industrials ETF | ETF-Other | 2.72% | -0.03% | +0.19% | |
| 9 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 2.51% | — | -2.72% | |
| 10 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.42% | -2.43% | -2.74% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.40% | +0.01% | +5.15% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.36% | +0.08% | -0.36% | |
| 13 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 2.25% | — | — | |
| 14 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.15% | +2.12% | NEW | |
| 15 | IYF | Ishares US Financials ETF | ETF-Other | 2.09% | -0.01% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.95% | +0.02% | -2.86% | |
| 17 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.93% | — | -13.28% | |
| 18 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.93% | — | +4.63% | |
| 19 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 1.87% | +0.03% | -2.23% | |
| 20 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 1.87% | — | -16.75% | |
| 21 | DSGX | Descartes Systems Grp/the | Stock-Tech | 1.86% | — | +5.24% | |
| 22 | HEI | Heico CORP | Stock-Industrials | 1.85% | -0.53% | -4.32% | |
| 23 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.83% | -0.11% | +7.29% | |
| 24 | CTAS | Cintas CORP | Stock-Industrials | 1.82% | — | — | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.82% | -0.11% | +0.08% | |
| 26 | CLH | Clean Harbors Inc | Stock-Industrials | 1.81% | — | +1.91% | |
| 27 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.80% | — | +2.64% | |
| 28 | EME | Emcor Group Inc | Stock-Industrials | 1.79% | — | — | |
| 29 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.76% | — | — | |
| 30 | KLAC | Kla CORP | Stock-Tech | 1.73% | +0.42% | +8.34% | |
| 31 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.72% | +0.05% | NEW | |
| 32 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.67% | — | +2.89% | |
| 33 | P | Everpure Inc-a | Stock-Tech | 1.48% | +0.03% | NEW | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.43% | -0.01% | -0.76% | |
| 35 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.36% | -0.12% | +1.37% | |
| 36 | SLV | Ishares Silver Trust | ETF-Commodities | 1.31% | -0.04% | EXIT | |
| 37 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.17% | -0.13% | +0.69% | |
| 38 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.06% | +0.16% | NEW | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.81% | -0.09% | -1.00% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.76% | -0.17% | +5.58% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | +0.68% | +0.45% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.70% | -0.02% | — | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.68% | -0.19% | -0.26% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.68% | -1.21% | -0.98% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.66% | — | -0.38% | |
| 46 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.45% | — | -3.32% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | -0.01% | +9.48% | |
| 48 | GE | General Electric | Stock-Industrials | 0.36% | +0.09% | +2.59% | |
| 49 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.32% | — | -2.99% | |
| 50 | ANETEUR | Arista Networks Inc | Stock-Other | 0.31% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAI | Ishares U.s. Broker-dealers | +2.3% | NEW | New buy |
| 2 | IYF | Ishares US Financials ETF | +2.1% | NEW | New buy |
| 3 | CTAS | Cintas CORP | +1.8% | NEW | New buy |
| 4 | EME | Emcor Group Inc | +1.8% | NEW | New buy |
| 5 | TOL | Toll Brothers Inc | +1.8% | NEW | New buy |
| 6 | PANW | Palo Alto Networks Inc | +1.7% | NEW | New buy |
| 7 | SCHG | Schwab US Large-cap Growth | +1.6% | +39.95% | Add |
| 8 | P | Everpure Inc-a | +1.5% | NEW | New buy |
| 9 | ITB | Ishares U.s. Home Constructi | +0.4% | -1.55% | Trim |
| 10 | ANETEUR | Arista Networks Inc | +0.3% | NEW | New buy |
| 11 | PRN | Invesco Dorsey Wright Indus | +0.1% | NEW | New buy |
| 12 | KBWP | Invesco Kbw Property & Casua | +0.1% | NEW | New buy |
| 13 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 14 | LMT | Lockheed Martin CORP | +0.1% | -0.26% | Trim |
| 15 | AXP | American Express Co | +0.1% | NEW | New buy |
| 16 | CCJ | Cameco CORP | +0.1% | NEW | New buy |
| 17 | GEV | GE Vernova Inc | 0% | +12.62% | Add |
| 18 | TSLA | Tesla Inc | 0% | -1.49% | Trim |
| 19 | IRM | Iron Mountain Inc | 0% | -13.28% | Trim |
| 20 | GE | General Electric | 0% | +2.59% | Add |
| 21 | LNTH | Lantheus Holdings Inc | — | -16.75% | Trim |
| 22 | GLD | Spdr Gold Shares | 0% | -0.98% | Trim |
| 23 | TSCO | Tractor Supply Company | 0% | +4.63% | Add |
| 24 | AAPL | Apple Inc | 0% | — | Unchanged |
| 25 | DSGX | Descartes Systems Grp/the | 0% | +5.24% | Add |
| 26 | HEI | Heico CORP | 0% | -4.32% | Trim |
| 27 | IAK | Ishares U.s. Insurance ETF | -0.1% | -2.72% | Trim |
| 28 | MAR | Marriott International -cl A | -0.1% | +7.29% | Add |
| 29 | VIS | Vanguard Industrials ETF | -0.1% | +0.19% | Add |
| 30 | ITA | Ishares U.s. Aerospace & Def | -0.1% | -2.74% | Trim |
| 31 | IYJ | Ishares U.s. Industrials ETF | -0.1% | -2.23% | Trim |
| 32 | CLH | Clean Harbors Inc | -0.1% | +1.91% | Add |
| 33 | MRSH | Marsh & Mclennan Cos | -0.1% | +2.64% | Add |
| 34 | PSI | Invesco Semiconductors ETF | -0.1% | EXIT | Sold out |
| 35 | SCHX | Schwab US Large-cap ETF | -0.1% | -0.76% | Trim |
| 36 | DAUG | Ft Vest U.s. Equity Deep Buf | -0.1% | +1.37% | Add |
| 37 | SLV | Ishares Silver Trust | -0.1% | -2.61% | Trim |
| 38 | PYLD | Pimco Multisector Bond Actv | -0.2% | +4.04% | Add |
| 39 | FEZ | State Street Spdr Euro Stoxx | -0.2% | +0.79% | Add |
| 40 | IBDP | Ishares Ibonds Dec 2024 Term | -0.2% | +2.89% | Add |
| 41 | HYGH | Ishares Int Rate Hedg Hy ETF | -0.2% | +5.36% | Add |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -0.36% | Trim |
| 43 | NVDA | Nvidia CORP | -0.3% | +5.15% | Add |
| 44 | MOAT | Vaneck Morningstar Wide Moat | -0.4% | -4.43% | Trim |
| 45 | FV | First Trust Dw Focus 5 Fund | -0.4% | +0.37% | Add |
| 46 | CDNS | Cadence Design Sys Inc | -1.9% | EXIT | Sold out |
| 47 | CRWD | Crowdstrike Holdings Inc - A | -1.9% | EXIT | Sold out |
| 48 | LRCXEUR | Lam Research CORP | -1.9% | EXIT | Sold out |
| 49 | XMMO | Invesco S&p Midcap Momentum | -2.3% | EXIT | Sold out |
| 50 | SOXX | Ishares Semiconductor ETF | -2.8% | -98.29% | Trim |
According to official SEC Form 13F filings, MinichMacGregor Wealth Management, LLC reported a total U.S. public equity portfolio value of $659.2M across 117 disclosed positions in Q3 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 16.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
IAI
市值: $10.5M
Top Position Liquidated / Trimmed
XMMO
前期市值: $9.2M
During Q3 2024, MinichMacGregor Wealth Management, LLC's top holdings by market value included SCHG (7.5%)、MOAT (5.5%)、ITB (4.7%). The largest single position, SCHG, represented 7.5% of total portfolio value.
In Q3 2024, MinichMacGregor Wealth Management, LLC made 49 total portfolio adjustments, initiating 13 new buys, adding to 16 positions, trimming 15 holdings, and fully liquidating 5 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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