News + Filings Holdings
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MinichMacGregor Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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PLUG POWER INC
| PLUG | COMMON STOCK | 17,988 | -212 | 186,895,000 | 186,513,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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THERMO FISHER SCIENTIFIC INC.
| TMO | Common | 406 | -33 | 211,677,000 | 211,454,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| RPV | Common | 3,756 | -727 | 291,278,000 | 290,965,000 | 0.09 | |
Hist
| 06/30/2023 |
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BOSTON SCIENTIFIC CORP
| BSX | Common | 5,852 | -1,224 | 316,535,000 | 316,261,000 | 0.10 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| PYZ | Common | 3,740 | -109 | 320,668,000 | 320,400,000 | 0.10 | |
Hist
| 06/30/2023 |
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CHEVRON CORP
| CVX | Common | 3,155 | -80 | 496,439,000 | 495,975,000 | 0.16 | 0.00 |
Hist
| 06/30/2023 |
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FV Student Housing, LLC
| FV | ETF | 14,217 | -2,067 | 666,908,000 | 666,240,000 | 0.21 | |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 6,304 | -30 | 676,098,000 | 675,545,000 | 0.21 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| DVY | DJ SEL DIV INX | 9,621 | -125,151 | 1,090,059,000 | 1,075,609,000 | 0.34 | |
Hist
| 06/30/2023 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 2,587 | -197 | 1,243,599,000 | 1,242,193,000 | 0.39 | 0.00 |
Hist
| 06/30/2023 |
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LOCKHEED MARTIN CORP
| LMT | Common | 5,054 | -47 | 2,326,653,000 | 2,324,683,000 | 0.73 | 0.00 |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 7,827 | -46 | 2,665,572,000 | 2,663,739,000 | 0.83 | 0.00 |
Hist
| 06/30/2023 |
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PIMCO ETF Trust
| MINT | Common | 28,187 | -56,079 | 2,811,933,000 | 2,803,603,000 | 0.88 | |
Hist
| 06/30/2023 |
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PIMCO ETF Trust
| HYS | Common | 35,655 | -117,941 | 3,251,418,000 | 3,238,002,000 | 1.02 | |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND VII
| FTXG | Common | 147,038 | -20,899 | 3,855,334,000 | 3,851,163,000 | 1.20 | |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| RSP | Common | 26,929 | -127,938 | 4,029,584,000 | 4,009,873,000 | 1.26 | |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND
| FXR | Common | 70,986 | -18,529 | 4,265,556,000 | 4,261,443,000 | 1.33 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 11,426 | -3,066 | 5,064,834,000 | 5,059,658,000 | 1.58 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IBDO | Common | 204,871 | -15,817 | 5,181,188,000 | 5,175,682,000 | 1.62 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRADED FD TR II
| SPLV | Common | 87,483 | -92,710 | 5,494,805,000 | 5,484,385,000 | 1.72 | |
Hist
| 06/30/2023 |
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SCHWAB US LC ETF
| SCHX | Equities | 105,691 | -36,480 | 5,535,038,000 | 5,529,018,000 | 1.73 | |
Hist
| 06/30/2023 |
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iShares High Yield Hedged
| HYGH | COM | 90,896 | -777 | 7,614,815,000 | 7,607,473,000 | 2.38 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SHV | Common | 80,340 | -1,685 | 8,873,553,000 | 8,864,531,000 | 2.77 | |
Hist
| 06/30/2023 |
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Maruniak Joyce
| IAK | ETF | 118,121 | -9,032 | 10,381,655,000 | 10,371,599,000 | 3.24 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IYK | Common | 104,961 | -564 | 21,022,639,000 | 21,003,663,000 | 6.56 | |
Hist
| 06/30/2023 |
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