Minich Mac Gregor Wealth Management, LLC Purchases in Q3 2024

Minich Mac Gregor Wealth Management, LLC

  • $444 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
95.8K
+ 39.95%
$92.63 - $105.69 $8.88M - $10.1M
336K $35M
IAI
Ishares Tr Us Broker Dealers &

ETFs
81.6K
New
$115.73 - $128.74 $9.44M - $10.5M
81.6K $10.5M
IYF
Ishares Tr

ETFs
93.8K
New
$93.83 - $105.05 $8.8M - $9.85M
93.8K $9.74M
CTAS
Cintas Corp

Industrials
41.3K
New
$201.38 - $819.83 $8.32M - $33.9M
41.3K $8.5M
EME
Emcor Group, Inc.

Industrials
19.4K
New
$340.22 - $435.6 $6.6M - $8.45M
19.4K $8.35M
TOL
Toll Brothers, Inc.

Consumer Cyclical
53.1K
New
$109.16 - $155.35 $5.79M - $8.24M
53.1K $8.2M
PANW
Palo Alto Networks Inc

Technology
23.5K
New
$294.18 - $368.01 $6.92M - $8.66M
23.5K $8.05M
PSTG
Pure Storage, Inc.

Technology
137K
New
$45.73 - $67.71 $6.27M - $9.29M
137K $6.89M
ANET
Arista Networks, Inc.

Technology
3.8K
New
$311.42 - $388.21 $1.18M - $1.47M
3.8K $1.46M
VIS
Vanguard Industrial ETF

ETFs
94
+ 0.19%
$232.12 - $260.07 $21.8K - $24.4K
48.8K $12.7M
DSGX
Descartes Systems Group Inc

Technology
4.19K
+ 5.24%
$93.79 - $104.9 $393K - $440K
84.1K $8.66M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1.96K
+ 0.79%
$47.72 - $53.81 $93.5K - $105K
249K $13.2M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
7.92K
+ 5.36%
$81.98 - $86.24 $650K - $683K
156K $13.4M
MAR
Marriott International Inc

Consumer Cyclical
2.34K
+ 7.29%
$211.35 - $255.11 $494K - $596K
34.4K $8.55M
CLH
Clean Harbors Inc

Industrials
655
+ 1.91%
$219.55 - $249.19 $144K - $163K
34.9K $8.44M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
970
+ 2.64%
$210.25 - $231.86 $204K - $225K
37.7K $8.41M
PRN
Invesco Dwa Industrials Moment

ETFs
2.45K
New
$130.94 - $152.99 $321K - $375K
2.45K $375K
NVDA
Nvidia Corp

Technology
4.46K
+ 5.15%
$98.91 - $134.91 $441K - $601K
91K $11M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
2.98K
New
$100.88 - $116.06 $301K - $346K
2.98K $344K
ORCL
Oracle Corp

Technology
1.96K
New
$125.9 - $170.35 $247K - $334K
1.96K $334K
FV
First Trust Dorsey Wright Focu

ETFs
937
+ 0.37%
$51.35 - $59.82 $48.1K - $56.1K
255K $14.9M
GE
General Electric CO

Industrials
228
+ 2.59%
$156.66 - $189.66 $35.7K - $43.2K
9.02K $1.7M
AXP
American Express CO

Financial Services
1.02K
New
$225.92 - $271.17 $231K - $278K
1.02K $277K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
8.67K
+ 2.89%
$25.04 - $25.21 $217K - $219K
308K $7.77M
CCJ
Cameco Corp

Energy
5.09K
New
$36.9 - $53.72 $188K - $274K
5.09K $243K
IBB
Ishares Biotechnology ETF

ETFs
1.52K
New
$135.09 - $149.47 $205K - $227K
1.52K $221K
WMB
Williams Companies, Inc.

Energy
4.49K
New
$41.24 - $46.22 $185K - $208K
4.49K $205K
AVGO
Broadcom Inc.

Technology
1.19K
New
$136.27 - $1745.86 $162K - $2.08M
1.19K $205K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
480
New
$386.81 - $423.12 $186K - $203K
480 $203K
RTX
Raytheon Technologies Corp

Industrials
1.68K
New
$99.55 - $123.34 $167K - $207K
1.68K $203K
HD
Home Depot, Inc.

Consumer Cyclical
503
New
$333.64 - $405.2 $168K - $204K
503 $203K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.48K
+ 0.69%
$24.62 - $25.59 $36.3K - $37.7K
214K $5.47M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.86K
+ 5.58%
$100.09 - $100.69 $186K - $187K
35.1K $3.54M
KLAC
Kla Corp

Technology
802
+ 8.34%
$696.17 - $892.35 $558K - $716K
10.4K $8.06M
AMZN
Amazon Com Inc

Consumer Cyclical
899
+ 9.48%
$161.02 - $200.0 $145K - $180K
10.4K $1.93M
WMT
Walmart Inc.

Consumer Defensive
8
+ 0.13%
$66.91 - $81.4 $535 - $651
6.26K $505K
CAT
Caterpillar Inc

Industrials
28
+ 2.34%
$316.8 - $391.12 $8.87K - $11K
1.23K $479K
RSP
Invesco S&P 500 Equal Weight E

ETFs
89
+ 3.08%
$162.83 - $179.16 $14.5K - $15.9K
2.98K $533K
PNQI
Invesco Nasdaq Internet ETF

ETFs
207
+ 2.45%
$37.37 - $43.48 $7.74K - $9K
8.66K $376K
LLY
Eli Lilly & CO

Healthcare
46
+ 6.73%
$772.14 - $960.02 $35.5K - $44.2K
730 $646K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.07%
$434.77 - $502.96 $870 - $1.01K
2.78K $1.36M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
63
+ 3.91%
$175.46 - $203.3 $11.1K - $12.8K
1.68K $339K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.2%
$145.48 - $167.38 $436 - $502
1.52K $245K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 1.63%
$801.83 - $917.05 $4.81K - $5.5K
375 $332K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.09%
$255.18 - $283.2 $255 - $283
1.14K $321K
PLUG
Plug Power Inc

Industrials
8.71K
+ 32.39%
$1.61 - $3.34 $14K - $29.1K
35.6K $80K
SHV
Ishares Tr

ETFs
61
+ 0.08%
$110.05 - $110.63 $6.71K - $6.75K
76.6K $8.47M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
266
+ 0.2%
$19.94 - $22.45 $5.3K - $5.97K
134K $2.89M
XLV
Select Sector Spdr Fund Health

ETFs
5
+ 0.35%
$143.3 - $157.24 $717 - $786
1.45K $223K
Activity Summary
Buys All Purchases 60 New Holdings 19 Increased Positions 41 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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