Fund HoldingsMinichMacGregor Wealth Management, LLC

Total Portfolio Value
$301.92M
Total Bought
$44.65M
Total Sold
$58.87M
Net Transaction
-$14.23M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
14,217245,800+231,58366710,8893.61%+10,222
ISHARES TR0379,955+379,95509,1343.03%+9,134
FIRST TR EXCHANGE TRADED FD
WTR ETF
087,146+87,14607,2112.39%+7,211
EQT CORP(EQT)088,274+88,27403,5821.19%+3,582
FIRST TR NASDAQ 100 TECH IND021,612+21,61203,1401.04%+3,140
CROWDSTRIKE HLDGS INC(CRWD)19,24524,283+5,0382,8274,0641.35%+1,238
SPDR GOLD TR(GLD)101,115111,457+10,34218,02619,1096.33%+1,084
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
038,057+38,05701,0740.36%+1,074
ABBVIE INC(ABBV)23,31326,242+2,9293,1413,9121.30%+771
CADENCE DESIGN SYSTEM INC(CDNS)13,31515,713+2,3983,1233,6821.22%+559
MARRIOTT INTL INC NEW(MAR)17,21818,057+8393,1633,5491.18%+387
KLA CORP(KLAC)6,5307,732+1,2023,1673,5471.17%+379
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
07,008+7,00803540.12%+354
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
07,178+7,17803070.10%+307
INVESCO EXCHANGE TRADED FD T
FOOD & BEVERAGE
06,992+6,99202960.10%+296
TRACTOR SUPPLY CO(TSCO)13,86916,550+2,6813,0663,3611.11%+294
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT BASC
03,740+3,74002940.10%+294
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
06,177+6,17702730.09%+273
CATERPILLAR INC(CAT)0953+95302600.09%+260
VANGUARD WHITEHALL FDS02,164+2,16402240.07%+224
SCHWAB STRATEGIC TR02,882+2,88202040.07%+204
PIMCO ETF TR
INV GRD CRP BD
18,48221,140+2,6581,7531,9260.64%+173
PIMCO ETF TR
0-5 HIGH YIELD
35,65537,819+2,1643,2513,4151.13%+164
SPDR S&P 500 ETF TR(SPY)11,42612,147+7215,0655,1931.72%+128
ISHARES TR80,34081,454+1,1148,8748,9982.98%+125
ISHARES TR0005,8725,9961.99%+124
FORTINET INC(FTNT)46,56961,729+15,1603,5203,6221.20%+102
OLD DOMINION FREIGHT LINE IN(ODFL)9,7919,095-6963,6203,7211.23%+101
TRANSOCEAN LTD(RIG)60,00060,00004214930.16%+72
EXXON MOBIL CORP6,3046,318+146767430.25%+67
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
55,64957,785+2,1361,8791,9400.64%+61
ISHARES TR47,52948,243+7143,8543,9061.29%+53
ALPHABET INC(GOOG)2,6552,789+1343183650.12%+47
PIMCO ETF TR
ENHAN SHRT MA AC
28,18728,541+3542,8122,8580.95%+46
UNITEDHEALTH GROUP INC(UNH)2,5872,548-391,2441,2850.43%+41
PFIZER INC(PFE)6,1467,961+1,8152252640.09%+39
ELI LILLY & CO(LLY)487495+82282660.09%+37
VERISK ANALYTICS INC(VRSK)3,2703,275+57397740.26%+35
CHEVRON CORP NEW(CVX)3,1553,134-214965280.18%+32
INVESCO QQQ TR2,0072,151+1447417710.26%+29
GENERAL ELECTRIC CO(GE)7,9968,130+1348788990.30%+20
ISHARES TR0005,1815,1991.72%+17
ISHARES U S ETF TR
IT RT HDG HGYL
90,89691,558+6627,6157,6272.53%+13
BERKSHIRE HATHAWAY INC DEL593601+82022110.07%+8
GSK PLC(GSK)7,3657,36502622670.09%+4
AMAZON COM INC(AMZN)9,0829,336+2541,1841,1870.39%+3
VANGUARD WORLD FDS
INDUSTRIAL ETF
16,83317,749+9163,4603,4611.15%+1
JPMORGAN CHASE & CO(JPM)4,7424,761+196906900.23%+1
ADAMS DIVERSIFIED EQUITY FD132,871132,905+343363350.11%-2
THERMO FISHER SCIENTIFIC INC(TMO)406415+92122100.07%-2
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
4,4804,396-842362340.08%-3
GARTNER INC(IT)63063002212160.07%-4
BOSTON SCIENTIFIC CORP(BSX)5,8525,85203173090.10%-8
WALMART INC(WMT)2,0791,984-953273170.11%-9
VANGUARD WORLD FDS
INF TECH ETF
51351302272130.07%-14
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
3,7563,728-282912740.09%-17
VANGUARD WORLD FDS
HEALTH CAR ETF
1,9431,950+74764590.15%-17
FUELCELL ENERGY INC(FCEL)20,40520,405044260.01%-18
ISHARES TR3,8043,80404033840.13%-20
BOEING CO(BA)1,1341,13402402170.07%-22
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
3,9663,919-473353130.10%-22
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
5,9515,872-793363120.10%-23
ADVANCED MICRO DEVICES INC(AMD)2,1492,125-242452180.07%-26
JOHNSON & JOHNSON(JNJ)2,8052,803-24644370.14%-28
TESLA INC(TSLA)4,2674,342+751,1171,0860.36%-31
FREEPORT-MCMORAN INC(FCX)11,53511,491-444614280.14%-33
MERCK & CO INC(MRK)2,9812,990+93443080.10%-36
MODERNA INC(MRNA)2,0352,03502472100.07%-37
PLUG POWER INC(PLUG)17,98817,98801871370.05%-50
CGI INC(GIB)8,7148,71409198580.28%-60
ISHARES TR4,3044,279-251,9181,8380.61%-81
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
027,285+27,28503,8661.28%+3,866
PROCTER AND GAMBLE CO(PG)1,3540-1,3542050-205
GE HEALTHCARE TECHNOLOGIES I(GEHC)2,5750-2,5752090-209
RAYTHEON TECHNOLOGIES CORP(RTX)2,2420-2,2422200-220
LOCKHEED MARTIN CORP(LMT)5,0545,028-262,3272,0560.68%-270
APPLE INC(AAPL)15,10315,486+3832,9292,6510.88%-278
SCHWAB STRATEGIC TR105,691103,788-1,9035,5355,2521.74%-283
SCHWAB STRATEGIC TR250,554254,314+3,76018,77918,4946.13%-285
MICROSOFT CORP(MSFT)7,8277,529-2982,6662,3770.79%-288
INVESCO EXCH TRADED FD TR II3,5560-3,5562910-291
INVESCO EXCHANGE TRADED FD T
FOOD & BEVERAGE
6,9790-6,9793170-317
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT BASC
3,7400-3,7403210-321
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
2,4290-2,4293320-332
ISHARES TR000000
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
7,2350-7,2353930-393
INVESCO EXCH TRADED FD TR II87,48386,388-1,0955,4955,0791.68%-416
ISHARES TR14,47214,583+1117,3416,9072.29%-434
FIRST TR EXCHANGE-TRADED FD23,15720,616-2,5413,7743,2911.09%-484
ISHARES TR118,121107,510-10,61110,3829,8533.26%-528
ISHARES GOLD TR(IAU)216,013207,924-8,0897,8617,2752.41%-585
ISHARES TR28,39327,023-1,3709,8219,2223.05%-600
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
70,98662,684-8,3024,2663,6001.19%-666
FIRST TR EXCHANGE-TRADED FD
NASDQ SEMCNDTR
58,54151,410-7,1314,1683,4771.15%-691
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
73,69965,798-7,9014,0693,3561.11%-713
ISHARES SILVER TR(SLV)328,289297,882-30,4076,8586,0592.01%-799
GENERAL MTRS CO(GM)20,8140-20,8148030-803
SPDR INDEX SHS FDS
ST STR EU 50 ETF
350,546360,810+10,26416,11815,1585.02%-960
ISHARES TR87,72586,757-96810,2359,1943.05%-1,041
ISHARES TR000000
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