Notify me when MinichMacGregor Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 140 | $512,173,098 | +$78,130,528 | -$67,356,053 | +$10,774,475 | GLD, ITA, IYC, PYLD, VWO | 13F-HR | 28 Oct 2025, 17:09 |
| Q2 2025 | 125 | $466,963,071 | +$117,279,798 | -$136,388,198 | -$19,108,400 | GLD, IYC, PYLD, IGOV, MINT | 13F-HR | 16 Jul 2025, 14:14 |
| Q1 2025 | 125 | $446,029,358 | +$130,789,633 | -$152,891,952 | -$22,102,319 | MINT, IYF, PYLD, SCHG, MOAT | 13F-HR | 22 Apr 2025, 13:52 |
| Q4 2024 | 119 | $481,597,772 | +$96,923,169 | -$37,551,286 | +$59,371,883 | SCHG, MOAT, IYF, ITB, PYLD | 13F-HR | 17 Jan 2025, 16:44 |
| Q3 2024 | 117 | $465,819,596 | +$79,790,633 | -$40,463,610 | +$39,327,023 | SCHG, MOAT, ITB, FV, PYLD | 13F-HR | 30 Oct 2024, 16:35 |
| Q2 2024 | 103 | $409,184,002 | +$69,083,071 | -$50,524,038 | +$18,559,033 | SCHG, MOAT, ITB, FV, PYLD | 13F-HR | 25 Jul 2024, 16:17 |
| Q1 2024 | 104 | $391,365,856 | +$108,058,790 | -$79,206,374 | +$28,852,416 | SCHG, MOAT, ITB, FV, FEZ | 13F-HR | 16 Apr 2024, 13:11 |
| Q4 2023 | 103 | $345,741,381 | +$80,505,487 | -$71,454,498 | +$9,050,989 | SCHG, GLD, ITB, MOAT, FV | 13F-HR | 08 Feb 2024, 09:33 |
| Q3 2023 | 94 | $301,586,989 | +$43,786,676 | -$50,731,927 | -$6,945,251 | GLD, ITB, SCHG, FEZ, FV | 13F-HR | 16 Oct 2023, 11:58 |
| Q2 2023 | 94 | $319,895,688 | +$100,077,147 | -$92,732,537 | +$7,344,610 | ITB, IYK, SCHG, GLD, FEZ | 13F-HR | 13 Jul 2023, 11:54 |
| Q1 2023 | 94 | $301,813,962 | +$100,165,156 | -$81,413,049 | +$18,752,107 | RSP, IYK, IGE, BOND, GLD | 13F-HR | 19 Apr 2023, 09:18 |
| Q4 2022 | 696 | $277,080,249 | +$37,714,405 | -$31,080,357 | +$6,634,048 | RSP, IYK, DVY, IGE, HYS | 13F-HR | 09 Jan 2023, 10:51 |
| Q3 2022 | 77 | $250,580,000 | +$55,628,574 | -$38,358,590 | +$17,269,984 | RSP, IYK, IGE, DVY, HYS | 13F-HR | 06 Oct 2022, 10:13 |
| Q2 2022 | 77 | $242,706,000 | +$83,420,884 | -$125,531,273 | -$42,110,389 | RSP, IYK, IGE, HYS, SCHG | 13F-HR | 13 Jul 2022, 14:39 |
| Q1 2022 | 89 | $312,633,000 | +$109,801,164 | -$103,070,449 | +$6,730,715 | IGE, RSP, IYG, IYM, HYS | 13F-HR | 26 Apr 2022, 10:19 |
| Q4 2021 | 87 | $328,447,000 | +$46,952,020 | -$33,972,417 | +$12,979,603 | RSP, VCSH, QTEC, HYS, ITB | 13F-HR | 18 Jan 2022, 09:31 |
| Q3 2021 | 81 | $296,241,000 | +$46,379,801 | -$32,771,352 | +$13,608,449 | MINT, RSP, IGV, QTEC, HYS | 13F-HR | 03 Nov 2021, 15:40 |
| Q2 2021 | 77 | $285,187,000 | +$36,273,189 | -$29,301,457 | +$6,971,732 | MINT, RSP, IGV, QTEC, HYS | 13F-HR | 02 Aug 2021, 12:58 |
| Q1 2021 | 79 | $267,487,000 | +$59,698,507 | -$47,169,082 | +$12,529,425 | MINT, RSP, IGV, VCSH, QTEC | 13F-HR | 27 Apr 2021, 10:58 |
| Q4 2020 | 79 | $245,300,000 | +$59,343,098 | -$35,058,706 | +$24,284,392 | MINT, IGV, RSP, IWO, QTEC | 13F-HR | 19 Jan 2021, 09:12 |
| Q3 2020 | 62 | $211,758,000 | +$60,126,997 | -$36,771,127 | +$23,355,870 | MINT, IAU, IGV, BOND, SCHO | 13F-HR | 14 Oct 2020, 09:08 |
| Q2 2020 | 60 | $180,548,000 | +$169,579,020 | -$101,877,132 | +$67,701,888 | SCHO, MINT, IAU, SHV, IGV | 13F-HR | 05 Aug 2020, 16:12 |
| Q1 2020 | 80 | $111,497,000 | +$101,052,270 | -$168,432,542 | -$67,380,272 | SSUS, UPS, SHY, FLOT, VGK | 13F-HR | 21 Apr 2020, 14:24 |
| Q4 2019 | 54 | $179,414,000 | +$27,315,827 | -$1,791,127 | +$25,524,700 | SCHO, MINT, IDU, SCHG, SHV | 13F-HR | 13 Jan 2020, 10:49 |
| Q3 2019 | 51 | $147,683,000 | +$25,908,836 | -$22,781,911 | +$3,126,925 | SCHO, IDU, SHV, SCHG, IYC | 13F-HR | 21 Oct 2019, 11:46 |
| Q2 2019 | 47 | $142,961,000 | +$9,036,337 | -$3,325,617 | +$5,710,720 | IDU, SCHG, SHV, SCHM, IHI | 13F-HR | 05 Aug 2019, 14:16 |
| Q1 2019 | 47 | $132,979,000 | +$122,796,858 | -$108,081,913 | +$14,714,945 | IDU, SCHG, SHV, IGV, IHI | 13F-HR | 16 Apr 2019, 10:02 |
| Q4 2018 | 90 | $111,542,000 | +$100,013,554 | -$137,321,000 | -$37,307,446 | PG, IJH, AAPL, IJR, JPM | 13F-HR | 17 Jan 2019, 09:29 |
| Q3 2018 | 514 | $151,300,000 | +$14,221,555 | -$8,816,614 | +$5,404,941 | SCHO, SCHG, SHV, IHI, ITA | 13F-HR | 17 Oct 2018, 14:15 |
| Q2 2018 | 520 | $140,192,000 | +$18,814,352 | -$9,053,910 | +$9,760,442 | SCHO, SCHG, SHV, SCHX, IHI | 13F-HR | 13 Jul 2018, 13:04 |
| Q1 2018 | 501 | $128,273,000 | +$15,660,988 | -$16,012,448 | -$351,460 | SCHO, SCHG, SHV, SCHX, ITA | 13F-HR | 03 Jul 2018, 14:09 |
| Q4 2017 | 484 | $127,953,000 | +$7,891,986 | -$3,121,949 | +$4,770,037 | SCHO, SCHG, SHV, SCHX, ITA | 13F-HR | 03 Jul 2018, 13:45 |
| Q3 2017 | 468 | $120,508,000 | +$3,221,390 | -$1,008,407 | +$2,212,983 | SCHO, SCHG, SHV, SCHX, SOXX | 13F-HR | 03 Jul 2018, 13:10 |
| Q2 2017 | 463 | $115,151,000 | +$3,908,683 | -$1,487,484 | +$2,421,199 | SCHO, SCHG, SHV, GE, SCHX | 13F-HR | 02 Jul 2018, 15:35 |
| Q1 2017 | 450 | $110,971,000 | +$5,186,379 | -$2,906,880 | +$2,279,499 | SCHO, SCHG, SHV, GE, SCHX | 13F-HR | 28 Jun 2018, 15:06 |
| Q4 2016 | 448 | $105,338,000 | +$16,603,041 | -$13,969,758 | +$2,633,283 | SCHO, SCHG, GE, SHV, SCHX | 13F-HR | 28 Jun 2018, 12:14 |
| Q3 2016 | 447 | $106,508,000 | +$7,021,373 | -$7,483,325 | -$461,952 | SCHO, SHV, SCHG, GE, SCHX | 13F-HR | 28 Jun 2018, 12:11 |
| Q2 2016 | 430 | $105,865,000 | +$2,522,702 | -$1,938,879 | +$583,823 | SCHO, SHV, GE, SCHG, SCHX | 13F-HR | 28 Jun 2018, 12:09 |
| Q1 2016 | 423 | $103,520,000 | +$23,994,310 | -$23,633,583 | +$360,727 | SCHO, SHV, GE, SCHG, SCHX | 13F-HR | 28 Jun 2018, 11:36 |
| Q4 2015 | 371 | $104,378,000 | $0 | $0 | $0 | SCHO, SCHG, GE, SHV, SCHX | 13F-HR | 27 Jun 2018, 12:51 |