Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SCHWAB STRATEGIC TR | 240,998 | -177,194 | $22,365 |
SCHG | 240,998 | -177,194 | $22,365 |
VANECK ETF TRUST (MOAT) | 243,906 | +26,596 | $21,764 |
MOAT | 243,906 | +26,596 | $21,764 |
ISHARES TR (ITB) | 178,584 | -31,640 | $20,351 |
ITB | 178,584 | -31,640 | $20,351 |
FIRST TR EXCHANGE TRADED FD (FV) | 253,231 | -2,942 | $14,503 |
FV | 253,231 | -2,942 | $14,503 |
SPDR INDEX SHS FDS (FEZ) | 246,066 | -2,312 | $12,960 |
FEZ | 246,066 | -2,312 | $12,960 |
VANGUARD WORLD FD (VIS) | 48,242 | +29,916 | $11,678 |
VIS | 48,242 | +29,916 | $11,678 |
ISHARES TR (SOXX) | 48,952 | +35,246 | $11,261 |
SOXX | 48,952 | +35,246 | $11,261 |
ISHARES TR (IAK) | 96,179 | -5,512 | $11,239 |
IAK | 96,179 | -5,512 | $11,239 |
ISHARES TR (ITA) | 80,085 | -1,572 | $10,482 |
ITA | 80,085 | -1,572 | $10,482 |
SPDR S&P 500 ETF TR (SPY) | 19,422 | -521 | $10,141 |
SPY | 19,422 | -521 | $10,141 |
ISHARES TR (IGV) | 117,798 | +92,485 | $10,015 |
IGV | 117,798 | +92,485 | $10,015 |
NVIDIA CORPORATION | 9,889 | -3,644 | $8,936 |
NVDA | 9,889 | -3,644 | $8,936 |
ISHARES TR (IVV) | 16,733 | -166 | $8,783 |
IVV | 16,733 | -166 | $8,783 |
ISHARES TR (IYJ) | 68,825 | +65,126 | $8,573 |
IYJ | 68,825 | +65,126 | $8,573 |
ISHARES TR (SHV) | 76,789 | -4,316 | $8,452 |
SHV | 76,789 | -4,316 | $8,452 |
BRUKER CORP | 84,932 | +84,932 | $7,893 |
BRKR | 84,932 | +84,932 | $7,893 |
LAM RESEARCH CORP | 7,735 | +7,735 | $7,594 |
LRCX | 7,735 | +7,735 | $7,594 |
KLA CORP | 10,464 | +198 | $7,438 |
KLAC | 10,464 | +198 | $7,438 |
ISHARES TR (IBDP) | 282,858 | +17,739 | $7,069 |
IBDP | 282,858 | +17,739 | $7,069 |
CROWDSTRIKE HLDGS INC | 21,913 | -4,845 | $7,003 |
CRWD | 21,913 | -4,845 | $7,003 |
TRACTOR SUPPLY CO | 27,045 | +2,410 | $6,984 |
TSCO | 27,045 | +2,410 | $6,984 |
PIMCO ETF TR (BOND) | 76,272 | +3,144 | $6,928 |
BOND | 76,272 | +3,144 | $6,928 |
ISHARES U S ETF TR (HYGH) | 80,557 | +926 | $6,900 |
HYGH | 80,557 | +926 | $6,900 |
OLD DOMINION FREIGHT LINE IN | 31,437 | +18,974 | $6,857 |
ODFL | 31,437 | +18,974 | $6,857 |
CLEAN HARBORS INC | 34,657 | +34,657 | $6,829 |
CLH | 34,657 | +34,657 | $6,829 |
MARRIOTT INTL INC NEW | 27,028 | +1,347 | $6,793 |
MAR | 27,028 | +1,347 | $6,793 |
CADENCE DESIGN SYSTEM INC | 21,735 | +1,026 | $6,784 |
CDNS | 21,735 | +1,026 | $6,784 |
ISHARES TR (IEO) | 62,273 | +62,273 | $6,718 |
IEO | 62,273 | +62,273 | $6,718 |
DESCARTES SYS GROUP INC | 72,057 | +72,057 | $6,703 |
DSGX | 72,057 | +72,057 | $6,703 |
HEICO CORP NEW | 35,508 | +35,508 | $6,685 |
HEI | 35,508 | +35,508 | $6,685 |
MARSH & MCLENNAN COS INC | 32,218 | +32,218 | $6,569 |
MMC | 32,218 | +32,218 | $6,569 |
SCHWAB STRATEGIC TR | 99,400 | -1,633 | $6,161 |
SCHX | 99,400 | -1,633 | $6,161 |
FIRST TR EXCHNG TRADED FD VI (DAUG) | 157,571 | +7,254 | $5,827 |
DAUG | 157,571 | +7,254 | $5,827 |
FABRINET | 27,436 | +27,436 | $5,181 |
FN | 27,436 | +27,436 | $5,181 |
PIMCO ETF TR (HYS) | 55,849 | +12,790 | $5,171 |
HYS | 55,849 | +12,790 | $5,171 |
ISHARES TR (IBDT) | 207,755 | +207,755 | $5,134 |
IBDT | 207,755 | +207,755 | $5,134 |
FIRST TR NASDAQ 100 TECH IND (QTEC) | 26,040 | -1,500 | $4,985 |
QTEC | 26,040 | -1,500 | $4,985 |
PIMCO ETF TR (CORP) | 50,874 | +12,274 | $4,838 |
CORP | 50,874 | +12,274 | $4,838 |
ISHARES TR (SHY) | 46,143 | -2,072 | $3,753 |
SHY | 46,143 | -2,072 | $3,753 |
MICROSOFT CORP | 7,826 | -1,204 | $3,323 |
MSFT | 7,826 | -1,204 | $3,323 |
PIMCO ETF TR (MINT) | 30,442 | +5,014 | $3,048 |
MINT | 30,442 | +5,014 | $3,048 |
SPDR SER TR (XBI) | 30,554 | +30,554 | $2,867 |
XBI | 30,554 | +30,554 | $2,867 |
ADAMS DIVERSIFIED EQUITY FD | 133,730 | +14 | $2,610 |
ADX | 133,730 | +14 | $2,610 |
SPDR GOLD TR (GLD) | 12,250 | -123,586 | $2,546 |
GLD | 12,250 | -123,586 | $2,546 |
LOCKHEED MARTIN CORP | 5,445 | +421 | $2,466 |
LMT | 5,445 | +421 | $2,466 |
APPLE INC | 13,932 | -901 | $2,369 |
AAPL | 13,932 | -901 | $2,369 |
FIRST TR EXCHNG TRADED FD VI (DDEC) | 55,478 | +593 | $2,075 |
DDEC | 55,478 | +593 | $2,075 |
AMAZON COM INC | 9,318 | +20 | $1,686 |
AMZN | 9,318 | +20 | $1,686 |
ISHARES TR (IEZ) | 66,473 | -291,100 | $1,581 |
IEZ | 66,473 | -291,100 | $1,581 |
GENERAL ELECTRIC CO | 8,722 | +268 | $1,497 |
GE | 8,722 | +268 | $1,497 |
See Full List: All Stocks Held By MinichMacGregor Wealth Management LLC
— Including:
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Biggest exits
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See Details: Top 10 Stocks Held By MinichMacGregor Wealth Management LLC
Size ($ in 1000's)
At 03/31/2024: $393,979 At 12/31/2023: $348,114 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 |