Fund HoldingsMinichMacGregor Wealth Management, LLC

Total Portfolio Value
$481.60M
Total Bought
$70.50M
Total Sold
$43.12M
Net Transaction
+$27.38M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES TR93,757181,005+87,2489,74120,0164.16%+10,274
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
072,648+72,64808,9741.86%+8,974
ISHARES TR0372,600+372,60007,9591.65%+7,959
ISHARES TR0139,490+139,49007,0251.46%+7,025
PURE STORAGE INC(P)137,143166,753+29,6106,89010,2442.13%+3,354
SPDR S&P 500 ETF TR(SPY)19,20823,402+4,19411,02113,7152.85%+2,695
ADAMS DIVERSIFIED EQUITY FD134,027135,268+1,2414222,7320.57%+2,310
NVIDIA CORPORATION(NVDA)90,99396,865+5,87211,19713,1532.73%+1,956
SCHWAB STRATEGIC TR335,7021,313,142+977,44034,97336,5977.60%+1,624
MARRIOTT INTL INC NEW(MAR)34,40134,465+648,5529,6142.00%+1,062
ISHARES TR112,282110,556-1,72610,03511,0692.30%+1,034
ISHARES TR81,61079,781-1,82910,49211,4962.39%+1,005
DESCARTES SYS GROUP INC(DSGX)84,14785,062+9158,6649,6632.01%+999
MICROSOFT CORP(MSFT)010,105+10,10504,2590.88%+4,259
INVESCO QQQ TR2,7804,252+1,4721,3572,1740.45%+817
TESLA INC(TSLA)3,9654,551+5861,0371,8380.38%+801
ISHARES U S ETF TR
IT RT HDG HGYL
155,653164,434+8,78113,42414,1992.95%+775
PALO ALTO NETWORKS INC(PANW)23,53848,087+24,5498,0458,7671.82%+722
SPDR DOW JONES INDL AVERAGE(DIA)4802,160+1,6802039190.19%+716
PIMCO ETF TR
MULTISECTOR BD
517,502559,555+42,05313,79114,5043.01%+712
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
012,910+12,91006990.15%+699
EMCOR GROUP INC(EME)19,39919,893+4948,3529,0291.87%+678
AMAZON COM INC(AMZN)10,38011,503+1,1231,9342,5240.52%+590
AT&T INC(T)10,05527,123+17,0682216180.13%+396
APPLE INC(AAPL)14,05014,573+5233,2743,6490.76%+376
GE VERNOVA INC(GEV)2,1862,726+5405578970.19%+339
ALPHABET INC(GOOG)01,616+1,61603080.06%+308
AXON ENTERPRISE INC(AXON)0500+50002970.06%+297
JPMORGAN CHASE & CO.(JPM)4,6885,307+6199891,2720.26%+284
BANK AMERICA CORP06,297+6,29702770.06%+277
META PLATFORMS INC(META)7181,135+4174116640.14%+253
PIMCO ETF TR
ENHAN SHRT MA AC
35,14537,746+2,6013,5393,7870.79%+249
COCA COLA CO(KO)03,920+3,92002440.05%+244
SALESFORCE INC(CRM)0717+71702400.05%+240
CROWDSTRIKE HLDGS INC(CRWD)0691+69102360.05%+236
CISCO SYS INC(CSCO)03,937+3,93702330.05%+233
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
03,561+3,56102260.05%+226
ALPHABET INC(GOOG)03,298+3,29806240.13%+624
WALMART INC(WMT)6,2627,975+1,7135107240.15%+214
COSTCO WHSL CORP NEW(COST)375578+2033335300.11%+197
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
161,824164,349+2,5256,3326,5211.35%+189
SPDR GOLD TR(GLD)12,97913,747+7683,1553,3290.69%+174
BROADCOM INC(AVGO)1,1921,635+4432063790.08%+173
VISA INC(V)1,1401,513+3733134780.10%+165
RIVIAN AUTOMOTIVE INC(RIVN)010,000+10,00001330.03%+133
VANGUARD INDEX FDS641902+2612463700.08%+124
NETFLIX INC(NFLX)307375+682183340.07%+116
ABBVIE INC(ABBV)1,6912,531+8403344500.09%+116
WELLS FARGO CO NEW(WFC)04,845+4,84503400.07%+340
ISHARES TR15,77615,632-1449,1009,2021.91%+102
FIRST TR NASDAQ 100 TECH IND026,758+26,75805,0381.05%+5,038
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,9783,456+4785346060.13%+72
CAMECO CORP(CCJ)5,0926,068+9762433120.06%+69
ISHARES TR45,61447,010+1,3963,7933,8540.80%+61
ELI LILLY & CO(LLY)730915+1856477070.15%+60
PROCTER AND GAMBLE CO(PG)1,4021,724+3222432890.06%+46
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,4541,962+5082242700.06%+46
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
05,575+5,57504050.08%+405
BOSTON SCIENTIFIC CORP(BSX)5,5595,689+1304665080.11%+42
EMERSON ELEC CO(EMR)1,9621,96202152430.05%+29
INVESCO EXCHANGE TRADED FD T
NASDAQ INTERNT
8,6648,651-133764040.08%+27
VERISK ANALYTICS INC(VRSK)03,305+3,30509100.19%+910
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
10,56410,695+1316696910.14%+23
RTX CORPORATION(RTX)1,6821,951+2692042260.05%+22
VANGUARD WORLD FD
HEALTH CAR ETF
01,662+1,66204220.09%+422
VANGUARD WORLD FD
INF TECH ETF
550552+23233430.07%+20
ISHARES TR
IBDS DEC28 ETF
214,081220,248+6,1675,4655,4841.14%+19
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
6,6726,671-13173330.07%+16
VANGUARD INDEX FDS1,1371,144+73223320.07%+10
ISHARES TR
MSCI USA MMENTM
1,6761,685+93403490.07%+9
WILLIAMS COS INC(WMB)4,4903,912-5782052120.04%+7
INVESCO EXCH TRADED FD TR II2,9813,018+373443500.07%+6
BERKSHIRE HATHAWAY INC DEL576593+172652690.06%+4
ORACLE CORP(ORCL)1,9612,022+613343370.07%+3
CATERPILLAR INC(CAT)1,2261,327+1014794810.10%+2
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
3,2473,259+123733740.08%+1
VANGUARD WHITEHALL FDS2,1642,16402772760.06%-1
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
2,4542,431-233753740.08%-2
HOME DEPOT INC(HD)503515+122042000.04%-3
PLUG POWER INC(PLUG)35,60335,603080760.02%-5
FUELCELL ENERGY INC(FCEL)000000
ISHARES TR65,36065,354-68,7378,7261.81%-11
ISHARES TR01,197+1,19702580.05%+258
GARTNER INC(IT)63063003193050.06%-14
MERCK & CO INC(MRK)03,149+3,14903130.07%+313
ADVANCED MICRO DEVICES INC(AMD)2,7813,646+8654564400.09%-16
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
4,8644,887+233873700.08%-17
ISHARES TR76,58876,765+1778,4738,4531.76%-20
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
5,1805,237+573653450.07%-21
FIRST TR EXCHANGE-TRADED FD
WTR ETF
2,9232,917-63202980.06%-22
CHEVRON CORP NEW(CVX)03,000+3,00004350.09%+435
FIRST TR EXCHANGE-TRADED FD02,839+2,83906900.14%+690
TRANSOCEAN LTD(RIG)060,000+60,00002250.05%+225
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
9,5929,218-3747276900.14%-37
GE HEALTHCARE TECHNOLOGIES I(GEHC)3,4383,528+903232760.06%-47
AMERICAN EXPRESS CO(AXP)1,024772-2522782290.05%-49
CGI INC(GIB)8,9848,98401,0339820.20%-51
GE AEROSPACE(GE)9,0229,792+7701,7011,6330.34%-68
MARSH & MCLENNAN COS INC(MRSH)37,67539,148+1,4738,4058,3151.73%-89
EXXON MOBIL CORP5,8925,410-4826915820.12%-109
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