HoldingsChannel.com
MinichMacGregor Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SCHWAB SHORT TERM US TREASURY ETF (SCHO) 415,936 +19,241 $20,996
     SCHO415,936+19,241$20,996
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 179,280 +179,280 $18,213
     MINT179,280+179,280$18,213
ISHARES U.S. UTILITIES ETF (IDU) 104,181 +8,092 $16,882
     IDU104,181+8,092$16,882
SCHWAB US LARGE CAP GROWTH ETF (SCHG) 106,259 +5,209 $9,872
     SCHG106,259+5,209$9,872
ISHARES TR LEHMAN SHORT TREA BDFD (SHV) 78,318 -3,343 $8,651
     SHV78,318-3,343$8,651
ISHARES DJ US CONSUMER SERVICES (IYC) 34,772 +1,132 $7,936
     IYC34,772+1,132$7,936
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 97,074 +5,261 $7,456
     SCHX97,074+5,261$7,456
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 112,897 +7,821 $6,586
     SPLV112,897+7,821$6,586
SCHWAB US MID CAP ETF (SCHM) 108,266 +10,380 $6,512
     SCHM108,266+10,380$6,512
ISHARES GOLD TRUST ETF (IAU) 398,743 +23,491 $5,781
     IAU398,743+23,491$5,781
ISHARES U.S. MEDICAL DEVICES ETF (IHI) 21,666 +453 $5,726
     IHI21,666+453$5,726
VANGUARD SHORT TERM CORP BOND FD ETF (VCSH) 69,594 +1,288 $5,639
     VCSH69,594+1,288$5,639
ISHARES S&P NORTH AMER TECH SOFTWARE (IGV) 24,135 +528 $5,624
     IGV24,135+528$5,624
ISHARES TR DOW JONESUS AEROSPACE & DEF (ITA) 24,690 +495 $5,483
     ITA24,690+495$5,483
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT (RSP) 45,254 +3,673 $5,236
     RSP45,254+3,673$5,236
ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND (SOXX) 17,121 +1,106 $4,299
     SOXX17,121+1,106$4,299
ISHARES 1 3 YR TREASURY BOND ETF (SHY) 48,240 -1,766 $4,082
     SHY48,240-1,766$4,082
FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL (FXU) 101,329 +5,846 $2,959
     FXU101,329+5,846$2,959
FIRST TR NASDAQ 100 TECHNOLOGY INDEX FD SHS (QTEC) 25,995 +1,291 $2,602
     QTEC25,995+1,291$2,602
FIRST TRUST TECHNOLOGY ALPHADEX FUND (FXL) 33,336 +1,990 $2,419
     FXL33,336+1,990$2,419
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD (FDN) 15,621 +984 $2,173
     FDN15,621+984$2,173
SCHWAB ETFS US BROAD MARKET ETF (SCHB) 28,210 +702 $2,168
     SCHB28,210+702$2,168
LOCKHEED MARTIN CORP 5,353 +1,362 $2,084
     LMT5,353+1,362$2,084
ISHARES TR DOW JONESUS BROKER DEALERS INDEX FD (IAI) 29,379 -1,031 $2,012
     IAI29,379-1,031$2,012
ISHARES CORE S&P MID CAP ETF (IJH) 9,319 -187 $1,918
     IJH9,319-187$1,918
ISHARES CORE S&P 500 ETF (IVV) 5,887 -91 $1,902
     IVV5,887-91$1,902
FIRST TR EXCH TRADED FD FINANCIALS ALPHADEX FD (FXO) 55,924 +4,363 $1,874
     FXO55,924+4,363$1,874
GENERAL ELECTRIC CO COM 94,306 -280 $1,052
     GE94,306-280$1,052
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 22,592 -506 $995
     VEA22,592-506$995
ISHARES SILVER TRUST ETF (SLV) 56,417 +56,417 $941
     SLV56,417+56,417$941
SCHWAB ETFS US SMALL CAP ETF (SCHA) 12,300 -269 $930
     SCHA12,300-269$930
APPLE INC 3,026 +11 $888
     AAPL3,026+11$888
MICROSOFT 5,184 -134 $817
     MSFT5,184-134$817
FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD (FXH) 8,139 +661 $685
     FXH8,139+661$685
SCHWAB US LARGE CAP VALUE ETF (SCHV) 10,588 +833 $636
     SCHV10,588+833$636
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (FV) 17,555 +700 $554
     FV17,555+700$554
VERISK ANALYTICS INC COM 3,248 -38 $485
     VRSK3,248-38$485
PROCTER & GAMBLE CO COM 3,334 -425 $416
     PG3,334-425$416
SPDR S&P 500 ETF (SPY) 1,206 -500 $388
     SPY1,206-500$388
POWERSHARES QQQ TR (QQQ) 1,695 +100 $360
     QQQ1,695+100$360
VERIZON COMMUNICATIONS 5,820 -2,261 $357
     VZ5,820-2,261$357
JOHNSON & JOHNSON COM 2,442 -558 $356
     JNJ2,442-558$356
AMAZON.COM INC 184 -36 $340
     AMZN184-36$340
JPMORGAN CHASE & CO COM 2,250 -124 $313
     JPM2,250-124$313
INVESCO S&P 500 PURE GROWTH ETF (RPG) 2,405 +2,405 $304
     RPG2,405+2,405$304
ABBVIE INC COM 3,298 +3,298 $292
     ABBV3,298+3,298$292
DISNEY WALT CO COM DISNEY 1,797 -45 $259
     DIS1,797-45$259
WALMART INC COM 2,108 -398 $250
     WMT2,108-398$250
POWERSHARES DWA TECHNICAL LEADERS PORTFOLIO (PDP) 3,729 +348 $240
     PDP3,729+348$240
COCA COLA CO COM 3,986 +5 $220
     KO3,986+5$220

See Full List: All Stocks Held By MinichMacGregor Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By MinichMacGregor Wealth Management LLC

Size ($ in 1000's)
At 12/31/2019: $179,548
At 09/30/2019: $147,817

MinichMacGregor Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MinichMacGregor Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

MinichMacGregor Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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