Fund HoldingsMinichMacGregor Wealth Management, LLC

Total Portfolio Value
$446.45M
Total Bought
$137.38M
Total Sold
$165.21M
Net Transaction
-$27.83M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PIMCO ETF TR
ENHAN SHRT MA AC
37,746287,856+250,1103,78728,9646.49%+25,177
SCHWAB STRATEGIC TR0586,751+586,751016,4063.67%+16,406
ISHARES TR0170,734+170,734015,0803.38%+15,080
ISHARES TR0113,149+113,149011,4762.57%+11,476
ELI LILLY & CO(LLY)91511,574+10,6597079,5592.14%+8,853
CHURCH & DWIGHT CO INC(CHD)068,770+68,77007,5711.70%+7,571
ISHARES TR060,696+60,69606,0041.34%+6,004
KRATOS DEFENSE & SEC SOLUTIO(KTOS)0192,852+192,85205,7261.28%+5,726
SCHWAB STRATEGIC TR0541,335+541,335011,9532.68%+11,953
DYNATRACE INC(DT)0105,040+105,04004,9531.11%+4,953
GLOBAL X FDS
RBTCS ARTFL INTE
0169,136+169,13604,8141.08%+4,814
PIMCO ETF TR
MULTISECTOR BD
559,555717,932+158,37714,50418,9184.24%+4,414
HEICO CORP NEW(HEI)038,475+38,475010,2802.30%+10,280
ISHARES TR083,256+83,256012,7472.86%+12,747
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
164,349202,403+38,0546,5217,8531.76%+1,331
ISHARES TR76,76587,009+10,2448,4539,6112.15%+1,158
ISHARES TR181,005186,832+5,82720,01621,0844.72%+1,068
ISHARES TR47,01057,380+10,3703,8544,7471.06%+893
KLA CORP(KLAC)012,680+12,68008,6201.93%+8,620
SPDR GOLD TR(GLD)13,74714,028+2813,3294,0420.91%+713
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
016,487+16,48706760.15%+676
ISHARES TR372,600395,513+22,9137,9598,5911.92%+632
ISHARES TR
IBDS DEC28 ETF
220,248237,481+17,2335,4845,9991.34%+515
INTERNATIONAL BUSINESS MACHS(IBM)01,592+1,59203960.09%+396
PIMCO ETF TR
PREFERRED AND CP
07,749+7,74903920.09%+392
GLOBAL X FDS
NASDAQ 100 COVER
023,000+23,00003820.09%+382
INVESCO EXCHANGE TRADED FD T
LEISU ENTMT ETF
07,158+7,15803480.08%+348
INVESCO EXCHANGE TRADED FD T
NEXT GEN MEDIA
06,695+6,69503340.07%+334
ADVISORSHARES TR
DORSEY WRIGT ADR
04,309+4,30903210.07%+321
AT&T INC(T)27,12333,048+5,9256189350.21%+317
GE AEROSPACE(GE)9,7929,701-911,6331,9420.43%+308
JPMORGAN CHASE & CO.(JPM)5,3076,441+1,1341,2721,5800.35%+308
BANK NEW YORK MELLON CORP03,384+3,38402840.06%+284
ISHARES TR012,206+12,20602530.06%+253
BRISTOL-MYERS SQUIBB CO(BMY)03,964+3,96402420.05%+242
JOHNSON & JOHNSON(JNJ)01,364+1,36402260.05%+226
ISHARES GOLD TR(IAU)03,833+3,83302260.05%+226
WASTE MGMT INC DEL(WM)0957+95702220.05%+222
ISHARES TR09,080+9,08002100.05%+210
ISHARES TR
IBONDS 27 ETF
08,633+8,63302090.05%+209
ISHARES TR
IBONDS DEC2026
08,590+8,59002080.05%+208
AMERICAN EXPRESS CO(AXP)7721,468+6962293950.09%+166
ABBVIE INC(ABBV)2,5312,866+3354506000.13%+151
LOCKHEED MARTIN CORP(LMT)06,142+6,14202,7440.61%+2,744
VISA INC(V)1,5131,646+1334785770.13%+99
VERISK ANALYTICS INC(VRSK)3,3053,310+59109850.22%+75
WILLIAMS COS INC(WMB)3,9124,650+7382122780.06%+66
BOSTON SCIENTIFIC CORP(BSX)5,6895,68905085740.13%+66
CHEVRON CORP NEW(CVX)3,0002,984-164354990.11%+65
WALMART INC(WMT)7,9758,786+8117247750.17%+51
BERKSHIRE HATHAWAY INC DEL593574-192693060.07%+37
RTX CORPORATION(RTX)1,9511,95102262580.06%+33
FREEPORT-MCMORAN INC(FCX)010,919+10,91904130.09%+413
VANGUARD WORLD FD
HEALTH CAR ETF
1,6621,668+64224420.10%+20
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,9621,969+72702880.06%+18
VANGUARD WORLD FD
INF TECH ETF
552662+1103433590.08%+16
EXXON MOBIL CORP5,4105,019-3915825970.13%+15
EMERSON ELEC CO(EMR)1,9622,327+3652432550.06%+12
CISCO SYS INC(CSCO)3,9373,945+82332430.05%+10
NETFLIX INC(NFLX)375368-73343430.08%+9
WELLS FARGO CO NEW(WFC)4,8454,84503403480.08%+8
CROWDSTRIKE HLDGS INC(CRWD)69169102362440.05%+7
COSTCO WHSL CORP NEW(COST)578565-135305350.12%+5
VANGUARD WHITEHALL FDS2,1642,16402762790.06%+3
PROCTER AND GAMBLE CO(PG)1,7241,711-132892920.07%+2
GE HEALTHCARE TECHNOLOGIES I(GEHC)3,5283,416-1122762760.06%-0
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
3,5613,56102262240.05%-2
FIRST TR EXCHANGE-TRADED FD
WTR ETF
2,9172,918+12982940.07%-4
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,4563,474+186066020.13%-4
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
5,2375,218-193453370.08%-8
RIVIAN AUTOMOTIVE INC(RIVN)10,00010,00001331250.03%-8
COCA COLA CO(KO)3,9203,250-6702442330.05%-11
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
3,2593,086-1733743600.08%-14
BANK AMERICA CORP6,2976,173-1242772580.06%-19
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
2,4312,543+1123743500.08%-24
VANGUARD INDEX FDS1,1441,119-253323080.07%-24
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
6,6716,530-1413333010.07%-33
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
9,2189,427+2096906570.15%-33
AXON ENTERPRISE INC(AXON)50050002972630.06%-34
TRANSOCEAN LTD(RIG)60,00060,00002251900.04%-35
VANGUARD INDEX FDS90290203703340.07%-36
GARTNER INC(IT)63063003052640.06%-41
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
12,91012,306-6046996520.15%-47
CAMECO CORP(CCJ)6,0686,372+3043122620.06%-50
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
5,5755,982+4074053530.08%-52
ALPHABET INC(GOOG)1,6161,61603082520.06%-55
INVESCO EXCHANGE TRADED FD T
NASDAQ INTERNT
8,6517,882-7694043480.08%-56
FIRST TR EXCHANGE-TRADED FD2,8392,844+56906320.14%-59
PLUG POWER INC(PLUG)35,60312,703-22,90076170.00%-59
MERCK & CO INC(MRK)3,1492,799-3503132510.06%-62
ALPHABET INC(GOOG)3,2983,526+2286245450.12%-79
UNITEDHEALTH GROUP INC(UNH)0636+63603330.07%+333
SPDR DOW JONES INDL AVERAGE(DIA)2,1601,993-1679198370.19%-82
CGI INC(GIB)8,9848,98409828970.20%-85
GE VERNOVA INC(GEV)2,7262,561-1658977820.18%-115
ADVANCED MICRO DEVICES INC(AMD)3,6463,041-6054403120.07%-128
VANGUARD WORLD FD
INDUSTRIAL ETF
049,231+49,231012,1872.73%+12,187
INVESCO QQQ TR4,2524,316+642,1742,0240.45%-150
META PLATFORMS INC(META)1,135881-2546645080.11%-157
CATERPILLAR INC(CAT)1,327911-4164813000.07%-181
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