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CIK: 0001744318
Total reported value
$659.2M
$659.2M
119 檔
17.3%
In Q4 2024, MinichMacGregor Wealth Management, LLC's U.S. equity holdings reached a combined market value of $659.2M, distributed across 119 disclosed stock positions.
In Q4 2024, MinichMacGregor Wealth Management, LLC displayed an active expansion posture, initiating 7 new positions and adding to 28 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 | 7.60% | +0.03% | +291.16% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.20% | — | +3.04% | |
| 3 | IYF | Ishares US Financials ETF | ETF-Other | 4.16% | -0.01% | +93.06% | |
| 4 | ITB | Ishares U.s. Home Constructi | ETF-Other | 3.74% | — | +0.08% | |
| 5 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.01% | -0.30% | +8.13% | |
| 6 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-Other | 2.95% | -0.16% | +5.64% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.85% | +0.08% | +21.83% | |
| 8 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 2.76% | +0.01% | -11.66% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.73% | +0.01% | +6.45% | |
| 10 | VIS | Vanguard Industrials ETF | ETF-Other | 2.56% | -0.03% | -0.58% | |
| 11 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 2.39% | — | -2.24% | |
| 12 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 2.35% | — | -1.09% | |
| 13 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.30% | +2.12% | NEW | |
| 14 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.26% | -2.43% | -0.86% | |
| 15 | P | Everpure Inc-a | Stock-Tech | 2.13% | +0.03% | NEW | |
| 16 | DSGX | Descartes Systems Grp/the | Stock-Tech | 2.01% | — | +1.09% | |
| 17 | MAR | Marriott International -cl A | Stock-Consumer Disc | 2.00% | -0.11% | +0.19% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | +0.02% | -0.91% | |
| 19 | EME | Emcor Group Inc | Stock-Industrials | 1.87% | — | +2.55% | |
| 20 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.86% | — | — | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.82% | +0.05% | NEW | |
| 22 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 1.81% | +0.03% | -0.01% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.76% | -0.11% | +0.23% | |
| 24 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.75% | — | +414.04% | |
| 25 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.73% | — | +3.91% | |
| 26 | HEI | Heico CORP | Stock-Industrials | 1.72% | -0.53% | +5.29% | |
| 27 | CLH | Clean Harbors Inc | Stock-Industrials | 1.71% | — | +2.24% | |
| 28 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.65% | -0.19% | — | |
| 29 | KLAC | Kla CORP | Stock-Tech | 1.64% | +0.42% | +20.05% | |
| 30 | CTAS | Cintas CORP | Stock-Industrials | 1.62% | — | +3.20% | |
| 31 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.61% | — | -2.78% | |
| 32 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 1.56% | — | +5.44% | |
| 33 | IAT | Ishares US Regional Banks Et | ETF-Other | 1.46% | — | — | |
| 34 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.35% | -0.12% | +1.56% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.32% | -0.01% | +180.60% | |
| 36 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.25% | — | -9.79% | |
| 37 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.14% | -0.13% | +2.88% | |
| 38 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.05% | +0.16% | NEW | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | +0.68% | +28.56% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.80% | -0.09% | +3.06% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.79% | -0.17% | +7.40% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.76% | -0.02% | +3.72% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.69% | -1.21% | +5.92% | |
| 44 | ADX | Adams Diversified Equity | Stock-Other | 0.57% | — | +0.93% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.55% | -0.19% | -0.20% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | -0.01% | +10.82% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | +0.03% | +52.95% | |
| 48 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.41% | — | -7.63% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | — | +14.78% | |
| 50 | GE | General Electric | Stock-Industrials | 0.34% | +0.09% | +8.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IYF | Ishares US Financials ETF | +2.1% | +93.06% | Add |
| 2 | XMMO | Invesco S&p Midcap Momentum | +1.9% | NEW | New buy |
| 3 | IBDV | Ishares Ibonds Dec 2030 CORP | +1.7% | NEW | New buy |
| 4 | IAT | Ishares US Regional Banks Et | +1.5% | NEW | New buy |
| 5 | P | Everpure Inc-a | +0.7% | +21.59% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +21.83% | Add |
| 7 | ADX | Adams Diversified Equity | +0.5% | +0.93% | Add |
| 8 | NVDA | Nvidia CORP | +0.3% | +6.45% | Add |
| 9 | MAR | Marriott International -cl A | +0.2% | +0.19% | Add |
| 10 | MSFT | Microsoft CORP | +0.2% | +28.56% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +52.95% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +14.78% | Add |
| 13 | IGV | Ishares Expanded Tech-softwa | +0.2% | -1.54% | Trim |
| 14 | DSGX | Descartes Systems Grp/the | +0.2% | +1.09% | Add |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +350.00% | Add |
| 16 | FXO | First Trust Financial Alphad | +0.2% | NEW | New buy |
| 17 | IAI | Ishares U.s. Broker-dealers | +0.1% | -2.24% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | +10.82% | Add |
| 19 | SCHG | Schwab US Large-cap Growth | +0.1% | +291.16% | Add |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | +104.30% | Add |
| 21 | EME | Emcor Group Inc | +0.1% | +2.55% | Add |
| 22 | T | At&t Inc | +0.1% | +169.75% | Add |
| 23 | HYGH | Ishares Int Rate Hedg Hy ETF | +0.1% | +5.64% | Add |
| 24 | GEV | GE Vernova Inc | +0.1% | +24.70% | Add |
| 25 | AAPL | Apple Inc | +0.1% | +3.72% | Add |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 27 | AXON | Axon Enterprise Inc | +0.1% | NEW | New buy |
| 28 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 29 | PYLD | Pimco Multisector Bond Actv | +0.1% | +8.13% | Add |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +13.20% | Add |
| 31 | SCHX | Schwab US Large-cap ETF | -0.1% | +180.60% | Add |
| 32 | LMT | Lockheed Martin CORP | -0.1% | -0.20% | Trim |
| 33 | HEI | Heico CORP | -0.1% | +5.29% | Add |
| 34 | FTXL | First Trust Nasdaq Semicondu | -0.2% | EXIT | Sold out |
| 35 | ITA | Ishares U.s. Aerospace & Def | -0.2% | -0.86% | Trim |
| 36 | IAK | Ishares U.s. Insurance ETF | -0.2% | -1.09% | Trim |
| 37 | VIS | Vanguard Industrials ETF | -0.2% | -0.58% | Trim |
| 38 | TSCO | Tractor Supply Company | -0.2% | +414.04% | Add |
| 39 | CTAS | Cintas CORP | -0.2% | +3.20% | Add |
| 40 | MOAT | Vaneck Morningstar Wide Moat | -0.3% | +3.04% | Add |
| 41 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | Sold out |
| 42 | LNTH | Lantheus Holdings Inc | -0.3% | +5.44% | Add |
| 43 | IRM | Iron Mountain Inc | -0.3% | -2.78% | Trim |
| 44 | FV | First Trust Dw Focus 5 Fund | -0.4% | -11.66% | Trim |
| 45 | TOL | Toll Brothers Inc | -0.5% | -9.79% | Trim |
| 46 | XBI | Ss Spdr S&p Biotech ETF | -0.7% | EXIT | Sold out |
| 47 | ITB | Ishares U.s. Home Constructi | -1% | +0.08% | Add |
| 48 | SLV | Ishares Silver Trust | -1.3% | EXIT | Sold out |
| 49 | IBDP | Ishares Ibonds Dec 2024 Term | -1.7% | EXIT | Sold out |
| 50 | FEZ | State Street Spdr Euro Stoxx | -2.8% | EXIT | Sold out |
According to official SEC Form 13F filings, MinichMacGregor Wealth Management, LLC reported a total U.S. public equity portfolio value of $659.2M across 119 disclosed positions in Q4 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, IYF) accounted for 17.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
XMMO
市值: $9.0M
Top Position Liquidated / Trimmed
FEZ
前期市值: $13.2M
During Q4 2024, MinichMacGregor Wealth Management, LLC's top holdings by market value included SCHG (7.6%)、MOAT (5.2%)、IYF (4.2%). The largest single position, SCHG, represented 7.6% of total portfolio value.
In Q4 2024, MinichMacGregor Wealth Management, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 28 positions, trimming 9 holdings, and fully liquidating 6 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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