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 |
iSHARES TRUST
| ITB | STOCK | 251,682 | 251,682 | 21,503,710,000 | 21,503,710,000 | 6.72 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IYK | Common | 104,961 | -564 | 21,022,639,000 | 21,003,663,000 | 6.56 | |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHG | Common | 250,554 | 111,842 | 18,779,017,000 | 18,771,276,000 | 5.86 | |
Hist
| 06/30/2023 |
SPDR GOLD TRUST
| GLD | GOLD SHS | 101,115 | 101,115 | 18,025,771,000 | 18,025,771,000 | 5.63 | |
Hist
| 06/30/2023 |
SPDR INDEX SHARES FUNDS
| FEZ | Common | 350,546 | 350,546 | 16,118,105,000 | 16,118,105,000 | 5.03 | |
Hist
| 06/30/2023 |
PIMCO ETF TR TTL RTN ACTV
| BOND | STOCK | 129,440 | 129,440 | 11,859,312,000 | 11,859,312,000 | 3.70 | |
Hist
| 06/30/2023 |
Maruniak Joyce
| IAK | ETF | 118,121 | -9,032 | 10,381,655,000 | 10,371,599,000 | 3.24 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| ITA | Common | 87,725 | 87,725 | 10,234,924,000 | 10,234,924,000 | 3.20 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IGV | Common | 28,393 | 28,393 | 9,821,456,000 | 9,821,456,000 | 3.07 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| SHV | Common | 80,340 | -1,685 | 8,873,553,000 | 8,864,531,000 | 2.77 | |
Hist
| 06/30/2023 |
ISHARES GOLD TRUST
| IAU | Common | 216,013 | 216,013 | 7,860,713,000 | 7,860,713,000 | 2.45 | 0.03 |
Hist
| 06/30/2023 |
iShares High Yield Hedged
| HYGH | COM | 90,896 | -777 | 7,614,815,000 | 7,607,473,000 | 2.38 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IGW | ETF | 14,472 | 14,472 | 7,341,067,000 | 7,341,067,000 | 2.29 | |
Hist
| 06/30/2023 |
iShares Silver Trust
| SLV | ISHARES | 328,289 | 328,289 | 6,857,957,000 | 6,857,957,000 | 2.14 | |
Hist
| 06/30/2023 |
iShares U.S. Basic Materials ETF
| IYM | common | 49,628 | 33,780 | 6,603,005,000 | 6,601,291,000 | 2.06 | |
Hist
| 06/30/2023 |
NVIDIA CORP
| NVDA | Common | 14,557 | 968 | 6,158,034,000 | 6,156,385,000 | 1.92 | 0.00 |
Hist
| 06/30/2023 |
PROSHARES TRUST
| SSO | COMMON STOCK | 101,127 | 101,127 | 5,880,535,000 | 5,880,535,000 | 1.84 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IBDP | Common | 238,510 | 15,151 | 5,872,128,000 | 5,866,690,000 | 1.83 | |
Hist
| 06/30/2023 |
SCHWAB US LC ETF
| SCHX | Equities | 105,691 | -36,480 | 5,535,038,000 | 5,529,018,000 | 1.73 | |
Hist
| 06/30/2023 |
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 |
iSHARES TRUST
| IBDO | Common | 204,871 | -15,817 | 5,181,188,000 | 5,175,682,000 | 1.62 | |
Hist
| 06/30/2023 |
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 |
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 |
FIRST TRUST EXCHANGE-TRADED FUND VII
| FTXL | Common | 58,541 | 58,541 | 4,167,534,000 | 4,167,534,000 | 1.30 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND
| FXD | Common | 73,699 | 73,699 | 4,068,922,000 | 4,068,922,000 | 1.27 | |
Hist
| 06/30/2023 |
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 |
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 |
iSHARES TRUST
| SHY | 1-3 YR TRS BD | 47,529 | 304 | 3,853,651,000 | 3,849,816,000 | 1.20 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED FUND
| FDN | Common | 23,157 | 23,157 | 3,774,359,000 | 3,774,359,000 | 1.18 | |
Hist
| 06/30/2023 |
OLD DOMINION FREIGHT LINE, INC.
| ODFL | Common | 9,791 | 3,114 | 3,620,258,000 | 3,618,597,000 | 1.13 | 0.01 |
Hist
| 06/30/2023 |
Fortinet, Inc.
| FTNT | COM | 46,569 | 11,861 | 3,520,151,000 | 3,518,446,000 | 1.10 | 0.01 |
Hist
| 06/30/2023 |
VANGUARD WORLD FUND
| VIS | Common | 16,833 | 94 | 3,459,716,000 | 3,457,079,000 | 1.08 | |
Hist
| 06/30/2023 |
PIMCO ETF Trust
| HYS | Common | 35,655 | -117,941 | 3,251,418,000 | 3,238,002,000 | 1.02 | |
Hist
| 06/30/2023 |
KLA CORP
| KLAC | Common | 6,530 | 1,002 | 3,167,351,000 | 3,165,679,000 | 0.99 | 0.00 |
Hist
| 06/30/2023 |
MARRIOTT INTERNATIONAL INC /MD/
| MAR | CL A | 17,218 | 4,652 | 3,162,812,000 | 3,161,052,000 | 0.99 | |
Hist
| 06/30/2023 |
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