MinichMacGregor Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Saratoga Springs, NY
CIK
0001744318
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 103 346,104 SCHG, GLD, ITB, MOAT 13F-HR 2/8/2024 000117266124000542
Q3 2023 94 301,921 GLD, ITB, SCHG, FEZ 13F-HR 10/16/2023 000117266123003409
Q2 2023 94 320,232 ITB, IYK, SCHG, GLD 13F-HR 7/13/2023 000117266123002497
Q1 2023 94 302,132 RSP, IYK, IGE, BOND 13F-HR 4/19/2023 000117266123001726
Q4 2022 696 277,080 RSP, IYK, DVY, IGE 13F-HR 1/9/2023 000160658723000003
Q3 2022 77 250,580 RSP, IYK, IGE, DVY 13F-HR 10/6/2022 000160658722001828
Q2 2022 77 242,839 RSP, IYK, IGE, HYS 13F-HR 7/13/2022 000160658722001308
Q1 2022 89 312,769 IGE, RSP, IYG, IYM 13F-HR 4/26/2022 000160658722000740
Q4 2021 87 328,584 RSP, VCSH, QTEC, HYS 13F-HR 1/18/2022 000160658722000024
Q3 2021 81 297,104 MINT, RSP, IGV, QTEC 13F-HR 11/3/2021 000160658721001501
Q2 2021 77 285,324 MINT, RSP, IGV, QTEC 13F-HR 8/2/2021 000160658721000985
Q1 2021 79 267,623 MINT, RSP, IGV, VCSH 13F-HR 4/27/2021 000160658721000435
Q4 2020 79 245,435 MINT, IGV, RSP, IWO 13F-HR 1/19/2021 000160658721000042
Q3 2020 62 211,892 MINT, IAU, IGV, BOND 13F-HR 10/14/2020 000160658720001014
Q2 2020 60 180,681 SCHO, MINT, IAU, SHV 13F-HR 8/5/2020 000160658720000837
Q1 2020 80 111,497 SSUS, UPS, SHY, FLOT 13F-HR 4/21/2020 000160658720000405
Q4 2019 54 179,548 SCHO, MINT, IDU, SCHG 13F-HR 1/13/2020 000160658720000013
Q3 2019 51 147,817 SCHO, IDU, SHV, SCHG 13F-HR 10/21/2019 000160658719000888
Q2 2019 47 143,095 IDU, SCHG, SHV, SCHM 13F-HR 8/5/2019 000160658719000748
Q1 2019 47 133,112 IDU, SCHG, SHV, IGV 13F-HR 4/16/2019 000160658719000364
Q4 2018 91 146,172 PG, IJH, AAPL, IJR 13F-HR 1/17/2019 000160658719000046
Q3 2018 583 151,573 SCHO, SCHG, SHV, IHI 13F-HR 10/17/2018 000160658718000743
Q2 2018 582 140,432 SCHO, SCHG, SHV, SCHX 13F-HR 7/13/2018 000160658718000495
Q1 2018 560 128,352 SCHO, SCHG, SHV, SCHX 13F-HR 7/3/2018 000160658718000477
Q4 2017 539 128,035 SCHO, SCHG, SHV, SCHX 13F-HR 7/3/2018 000160658718000476
Q3 2017 522 120,583 SCHO, SCHG, SHV, SCHX 13F-HR 7/3/2018 000160658718000473
Q2 2017 527 115,238 SCHO, SCHG, SHV, GE 13F-HR 7/2/2018 000160658718000468
Q1 2017 507 111,048 SCHO, SCHG, SHV, GE 13F-HR 6/28/2018 000160658718000466
Q4 2016 494 106,885 SCHO, SCHG, GE, SHV 13F-HR 6/28/2018 000160658718000464
Q3 2016 486 106,569 SCHO, SHV, SCHG, GE 13F-HR 6/28/2018 000160658718000463
Q2 2016 470 105,939 SCHO, SHV, GE, SCHG 13F-HR 6/28/2018 000160658718000462
Q1 2016 456 103,592 SCHO, SHV, GE, SCHG 13F-HR 6/28/2018 000160658718000457
Q4 2015 413 107,311 SCHO, SCHG, GE, SHV 13F-HR 6/27/2018 000160658718000453