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MinichMacGregor Wealth Management, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST ITBSTOCK251,682251,68221,503,710,00021,503,710,0006.72  Hist 06/30/2023
iSHARES TRUST IYKCommon104,961-56421,022,639,00021,003,663,0006.56  Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHGCommon250,554111,84218,779,017,00018,771,276,0005.86  Hist 06/30/2023
SPDR GOLD TRUST GLDGOLD SHS101,115101,11518,025,771,00018,025,771,0005.63  Hist 06/30/2023
SPDR INDEX SHARES FUNDS FEZCommon350,546350,54616,118,105,00016,118,105,0005.03  Hist 06/30/2023
PIMCO ETF TR TTL RTN ACTV BONDSTOCK129,440129,44011,859,312,00011,859,312,0003.70  Hist 06/30/2023
Maruniak Joyce IAKETF118,121-9,03210,381,655,00010,371,599,0003.24  Hist 06/30/2023
iSHARES TRUST ITACommon87,72587,72510,234,924,00010,234,924,0003.20  Hist 06/30/2023
iSHARES TRUST IGVCommon28,39328,3939,821,456,0009,821,456,0003.07  Hist 06/30/2023
iSHARES TRUST SHVCommon80,340-1,6858,873,553,0008,864,531,0002.77  Hist 06/30/2023
ISHARES GOLD TRUST IAUCommon216,013216,0137,860,713,0007,860,713,0002.450.03 Hist 06/30/2023
iShares High Yield Hedged HYGHCOM90,896-7777,614,815,0007,607,473,0002.38  Hist 06/30/2023
iSHARES TRUST IGWETF14,47214,4727,341,067,0007,341,067,0002.29  Hist 06/30/2023
iShares Silver Trust SLVISHARES328,289328,2896,857,957,0006,857,957,0002.14  Hist 06/30/2023
iShares U.S. Basic Materials ETF IYMcommon49,62833,7806,603,005,0006,601,291,0002.06  Hist 06/30/2023
NVIDIA CORP NVDACommon14,5579686,158,034,0006,156,385,0001.920.00 Hist 06/30/2023
PROSHARES TRUST SSOCOMMON STOCK101,127101,1275,880,535,0005,880,535,0001.84  Hist 06/30/2023
iSHARES TRUST IBDPCommon238,51015,1515,872,128,0005,866,690,0001.83  Hist 06/30/2023
SCHWAB US LC ETF SCHXEquities105,691-36,4805,535,038,0005,529,018,0001.73  Hist 06/30/2023
INVESCO EXCH TRADED FD TR II SPLVCommon87,483-92,7105,494,805,0005,484,385,0001.72  Hist 06/30/2023
iSHARES TRUST IBDOCommon204,871-15,8175,181,188,0005,175,682,0001.62  Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon11,426-3,0665,064,834,0005,059,658,0001.58  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND FXRCommon70,986-18,5294,265,556,0004,261,443,0001.33  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VII FTXLCommon58,54158,5414,167,534,0004,167,534,0001.30  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND FXDCommon73,69973,6994,068,922,0004,068,922,0001.27  Hist 06/30/2023
INVESCO EXCHANGE TRADED FD T RSPCommon26,929-127,9384,029,584,0004,009,873,0001.26  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VII FTXGCommon147,038-20,8993,855,334,0003,851,163,0001.20  Hist 06/30/2023
iSHARES TRUST SHY1-3 YR TRS BD47,5293043,853,651,0003,849,816,0001.20  Hist 06/30/2023
FIRST TRUST EXCHANGE-TRADED FUND FDNCommon23,15723,1573,774,359,0003,774,359,0001.18  Hist 06/30/2023
OLD DOMINION FREIGHT LINE, INC. ODFLCommon9,7913,1143,620,258,0003,618,597,0001.130.01 Hist 06/30/2023
Fortinet, Inc. FTNTCOM46,56911,8613,520,151,0003,518,446,0001.100.01 Hist 06/30/2023
VANGUARD WORLD FUND VISCommon16,833943,459,716,0003,457,079,0001.08  Hist 06/30/2023
PIMCO ETF Trust HYSCommon35,655-117,9413,251,418,0003,238,002,0001.02  Hist 06/30/2023
KLA CORP KLACCommon6,5301,0023,167,351,0003,165,679,0000.990.00 Hist 06/30/2023
MARRIOTT INTERNATIONAL INC /MD/ MARCL A17,2184,6523,162,812,0003,161,052,0000.99  Hist 06/30/2023
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