Minich Mac Gregor Wealth Management, LLC Sells in Q1 2025

Minich Mac Gregor Wealth Management, LLC

  • $419 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-607K
- 46.25%
$24.91 - $29.02 $15.1M - $17.6M
706K $17.7M
FV
First Trust Dorsey Wright Focu

ETFs
-207K
- 92.01%
$53.91 - $63.03 $11.2M - $13.1M
18K $987K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-83.7K
- 30.98%
N/A
186K $16M
MAR
Marriott International Inc

Consumer Cyclical
-14.8K
- 42.94%
$237.01 - $304.45 $3.51M - $4.51M
19.7K $4.68M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-28.7K
- 35.94%
$134.68 - $159.3 $3.86M - $4.57M
51.1K $7.16M
IGV
Ishares Expanded Tech Software

ETFs
-34.4K
- 31.14%
$88.3 - $107.83 $3.04M - $3.71M
76.1K $6.77M
IAK
Ishares Tr

ETFs
-34.8K
- 38.84%
$121.85 - $137.9 $4.24M - $4.8M
54.8K $7.55M
PANW
Palo Alto Networks Inc

Technology
-17.1K
- 35.51%
$167.82 - $208.28 $2.87M - $3.56M
31K $5.29M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-23.5K
- 32.33%
$110.9 - $132.93 $2.6M - $3.12M
49.2K $5.59M
NVDA
Nvidia Corp

Technology
-5.49K
- 5.67%
$106.98 - $149.43 $588K - $821K
91.4K $9.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.03K
- 19.4%
$554.06 - $615.85 $1.68M - $1.87M
12.6K $7.08M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-13.7K
- 34.9%
$208.48 - $244.03 $2.85M - $3.33M
25.5K $6.22M
CTAS
Cintas Corp

Industrials
-14.5K
- 33.95%
$182.09 - $208.14 $2.64M - $3.01M
28.2K $5.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.51K
- 6.45%
$551.42 - $612.93 $832K - $925K
21.9K $12.2M
IYJ
Ishares Tr

ETFs
-9.21K
- 14.1%
$127.48 - $142.0 $1.17M - $1.31M
56.1K $7.31M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.59K
- 35.03%
$222.15 - $428.22 $354K - $683K
2.96K $766K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-20K
- 54.47%
$32.49 - $37.99 $649K - $759K
16.7K $559K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-4.92K
- 2.99%
$85.06 - $87.69 $418K - $431K
160K $13.6M
AAPL
Apple Inc.

Technology
-20
- 0.14%
$209.68 - $247.1 $4.19K - $4.94K
14.6K $3.23M
CAT
Caterpillar Inc

Industrials
-416
- 31.35%
$326.75 - $407.63 $136K - $170K
911 $300K
META
Meta Platforms, Inc.

Communication Services
-254
- 22.38%
$576.36 - $736.67 $146K - $187K
881 $507K
AMD
Advanced Micro Devices Inc

Technology
-605
- 16.59%
$96.63 - $129.55 $58.5K - $78.4K
3.04K $312K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-167
- 7.73%
$408.78 - $448.82 $68.3K - $75K
1.99K $836K
UNH
Unitedhealth Group Inc

Healthcare
-184
- 22.44%
$461.52 - $548.18 $84.9K - $101K
636 $333K
MRK
Merck & Co., Inc.

Healthcare
-350
- 11.11%
$83.01 - $101.02 $29.1K - $35.4K
2.8K $251K
PLUG
Plug Power Inc

Industrials
-22.9K
- 64.32%
$1.34 - $3.15 $30.7K - $72.1K
12.7K $17K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-769
- 8.89%
$43.72 - $51.15 $33.6K - $39.3K
7.88K $347K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-604
- 4.68%
$50.93 - $57.24 $30.8K - $34.6K
12.3K $652K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-141
- 2.11%
$45.72 - $51.73 $6.45K - $7.29K
6.53K $300K
VTI
Vanguard Total Stock Market Et

ETFs
-25
- 2.19%
$271.18 - $303.12 $6.78K - $7.58K
1.12K $307K
BAC
Bank Of America Corp

Financial Services
-124
- 1.97%
$39.61 - $47.74 $4.91K - $5.92K
6.17K $257K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-173
- 5.31%
$113.59 - $123.29 $19.7K - $21.3K
3.09K $359K
KO
Coca Cola CO

Consumer Defensive
-670
- 17.09%
$60.81 - $72.32 $40.7K - $48.5K
3.25K $232K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-19
- 0.36%
$63.77 - $68.75 $1.21K - $1.31K
5.22K $336K
Ge Healthcare Technologies I
-112
- 3.17%
N/A
3.42K $0
Ge Vernova Inc
-165
- 6.05%
N/A
2.56K $0
PG
Procter & Gamble CO

Consumer Defensive
-13
- 0.75%
$158.56 - $176.26 $2.06K - $2.29K
1.71K $291K
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 2.25%
$890.62 - $1076.86 $11.6K - $14K
565 $534K
NFLX
Netflix Inc

Communication Services
-7
- 1.87%
$828.4 - $1058.6 $5.8K - $7.41K
368 $343K
XOM
Exxon Mobil Corp

Energy
-391
- 7.23%
$105.44 - $118.93 $41.2K - $46.5K
5.02K $596K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-19
- 3.2%
$442.66 - $534.52 $8.41K - $10.2K
574 $305K
CVX
Chevron Corp

Energy
-16
- 0.53%
$146.71 - $167.97 $2.35K - $2.69K
2.98K $499K
GE
General Electric CO

Industrials
-91
- 0.93%
$168.59 - $212.13 $15.3K - $19.3K
9.7K $1.94M
Activity Summary
Buys All Purchases 68 New Holdings 24 Increased Positions 44 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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