Minich Mac Gregor Wealth Management, LLC Closed Holding Positions

Minich Mac Gregor Wealth Management, LLC

  • $457 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on Apr 21, 2020
10,588
$38.4 - $61.03 $407K - $646K
Aurora Cannabis Inc Com
Q1 2020 Filed on Apr 21, 2020
13,000
N/A
SPLK
Splunk Inc

Technology
Q1 2019 Filed on Apr 16, 2019
5,670
$100.81 - $138.45 $572K - $785K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q1 2019 Filed on Apr 16, 2019
25,600
N/A
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2019 Filed on Apr 16, 2019
4,375
$66.44 - $91.91 $291K - $402K
United Technologies Corp
Q1 2019 Filed on Apr 16, 2019
13,958
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2019 Filed on Apr 16, 2019
3,345
$113.15 - $119.15 $378K - $399K
CB
Chubb LTD

Financial Services
Q1 2019 Filed on Apr 16, 2019
14,545
$124.67 - $140.08 $1.81M - $2.04M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2019 Filed on Apr 16, 2019
29,245
$51.67 - $52.87 $1.51M - $1.55M
VVR
Invesco Senior Income Trust

Financial Services
Q1 2019 Filed on Apr 16, 2019
12,000
$3.97 - $4.26 $47.6K - $51.1K
FLS
Flowserve Corp

Industrials
Q1 2019 Filed on Apr 16, 2019
9,339
$36.43 - $47.78 $340K - $446K
MTZ
Mastec Inc

Industrials
Q1 2019 Filed on Apr 16, 2019
4,680
$40.05 - $48.1 $187K - $225K
EFG
Msci Eafe Growth ETF

ETFs
Q1 2019 Filed on Apr 16, 2019
28,869
$68.09 - $77.86 $1.97M - $2.25M
HAL
Halliburton CO

Energy
Q1 2019 Filed on Apr 16, 2019
21,645
$27.13 - $32.3 $587K - $699K
Coresite Realty Corp
Q1 2019 Filed on Apr 16, 2019
24,275
N/A
TBT
Proshares Ultrashort 20+Year T

ETFs
Q1 2019 Filed on Apr 16, 2019
7,250
N/A
AN
Autonation, Inc.

Consumer Cyclical
Q1 2019 Filed on Apr 16, 2019
17,275
$32.87 - $39.24 $568K - $678K
WMS
Advanced Drainage Systems, Inc.

Industrials
Q1 2019 Filed on Apr 16, 2019
18,380
$24.16 - $26.17 $444K - $481K
CSX
Csx Corp

Industrials
Q1 2019 Filed on Apr 16, 2019
4,569
$20.33 - $24.94 $92.9K - $114K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2019 Filed on Apr 16, 2019
3,925
$52.5 - $55.17 $206K - $217K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2019 Filed on Apr 16, 2019
6
$287000.0 - $313875.0 $1.72M - $1.88M
BGS
B&G Foods, Inc.

Consumer Defensive
Q1 2019 Filed on Apr 16, 2019
37,100
$23.43 - $30.31 $869K - $1.12M
EPR
Epr Properties

Real Estate
Q1 2019 Filed on Apr 16, 2019
30,610
$63.12 - $77.47 $1.93M - $2.37M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q4 2018 Filed on Jan 17, 2019
387
N/A
Fiat Chrysler Automobiles N V Shs
Q4 2018 Filed on Jan 17, 2019
2,000
N/A
HYXU
Ishares Global Ex Usd High Yie

ETFs
Q4 2018 Filed on Jan 17, 2019
16
N/A
WATT
Energous Corp

Technology
Q4 2018 Filed on Jan 17, 2019
30
$4.58 - $10.15 $137 - $305
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2018 Filed on Jan 17, 2019
132
N/A
SJNK
Spdr Bloomberg Short Term High

ETFs
Q4 2018 Filed on Jan 17, 2019
42
N/A
VFC
V F Corp

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
274
$63.39 - $88.32 $17.4K - $24.2K
AME
Ametek Inc

Industrials
Q4 2018 Filed on Jan 17, 2019
24
$63.35 - $79.82 $1.52K - $1.92K
AZTA
Azenta, Inc.

Healthcare
Q4 2018 Filed on Jan 17, 2019
823
$23.22 - $35.29 $19.1K - $29K
DXC
Dxc Technology CO

Technology
Q4 2018 Filed on Jan 17, 2019
8
$50.03 - $93.89 $400 - $751
Government Pptys Income Tr Com Shs Ben Int
Q4 2018 Filed on Jan 17, 2019
300
N/A
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
225
$56.44 - $81.77 $12.7K - $18.4K
LPSN
Liveperson Inc

Technology
Q4 2018 Filed on Jan 17, 2019
1,762
$17.17 - $25.12 $30.3K - $44.3K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q4 2018 Filed on Jan 17, 2019
137
N/A
Micro Focus International PLC Spon Adr New
Q4 2018 Filed on Jan 17, 2019
14
N/A
Dowdupont Inc Com
Q4 2018 Filed on Jan 17, 2019
1,048
N/A
HRL
Hormel Foods Corp

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
100
$39.3 - $45.89 $3.93K - $4.59K
ROL
Rollins Inc

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
475
$22.53 - $28.35 $10.7K - $13.5K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q4 2018 Filed on Jan 17, 2019
10
$75.74 - $99.46 $757 - $995
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
146
$105.39 - $123.75 $15.4K - $18.1K
ADNT
Adient PLC

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
68
$15.06 - $38.11 $1.02K - $2.59K
Chesapeake Energy Corporation
Q4 2018 Filed on Jan 17, 2019
2,000
N/A
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q4 2018 Filed on Jan 17, 2019
76
N/A
VNO
Vornado Realty Trust

Real Estate
Q4 2018 Filed on Jan 17, 2019
7
$60.19 - $72.28 $421 - $506
DB
Deutsche Bank Aktiengesellschaft

Financial Services
Q4 2018 Filed on Jan 17, 2019
1,000
$7.81 - $11.32 $7.81K - $11.3K
IYW
Ishares Dj Us Tech ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
122
$37.1 - $48.75 $4.53K - $5.95K
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