| |
|
|
| Name: |
MinichMacGregor Wealth Management LLC |
| City: |
SARATOGA SPRINGS |
| State: |
NY |
| Zip: |
12866 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
16 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRKR |
Bruker Corp |
16 |
New |
$73.70 |
$7,893,000 |
84,932 |
2.01% |
7,893,000 |
84,932 |
0.055 |
Scientific & Technica... |
|
|
LRCX |
Lam Research Corp |
17 |
New |
$913.28 |
$7,594,000 |
7,735 |
1.94% |
7,594,000 |
7,735 |
0.005 |
Semiconductor Equipme... |
|
|
CLH |
Clean Harbors Inc |
25 |
New |
$210.15 |
$6,829,000 |
34,657 |
1.74% |
6,829,000 |
34,657 |
0.063 |
Waste Management |
|
|
IEO |
iShares Dow Jones U.S. Oil ... |
28 |
New |
$0.00 |
$6,718,000 |
62,273 |
1.71% |
6,718,000 |
62,273 |
0.692 |
Closed - End Fund - E... |
|
|
DSGX |
Descartes Systems Group (USA) |
29 |
New |
$97.60 |
$6,703,000 |
72,057 |
1.71% |
6,703,000 |
72,057 |
0.085 |
Business Software & S... |
|
|
HEI |
Heico Corp |
30 |
New |
$209.48 |
$6,685,000 |
35,508 |
1.71% |
6,685,000 |
35,508 |
0.066 |
Aerospace/Defense Pro... |
|
|
MMC |
Marsh & McLennan Companies Inc |
31 |
New |
$203.59 |
$6,569,000 |
32,218 |
1.68% |
6,569,000 |
32,218 |
0.006 |
Insurance Brokers |
|
|
FN |
Fabrinet |
34 |
New |
$211.55 |
$5,181,000 |
27,436 |
1.32% |
5,181,000 |
27,436 |
0.074 |
Electronic Equipment |
|
|
IBDT |
Ishares Ibonds Dec 2028 Ter... |
36 |
New |
$24.44 |
$5,134,000 |
207,755 |
1.31% |
5,134,000 |
207,755 |
0.291 |
N/A |
|
|
XBI |
streetTRACKS Series Trust S... |
42 |
New |
$89.11 |
$2,867,000 |
30,554 |
0.73% |
2,867,000 |
30,554 |
0.006 |
Closed - End Fund - E... |
|
|
PYLD |
Pimco Multisector Bond Acti... |
82 |
New |
$25.51 |
$321,000 |
12,572 |
0.08% |
321,000 |
12,572 |
0.014 |
N/A |
|
|
MTUM |
Ishares Msci Usa Momentum F... |
86 |
New |
$0.00 |
$300,000 |
1,602 |
0.08% |
300,000 |
1,602 |
0 |
N/A |
|
|
PG |
Procter & Gamble Co |
97 |
New |
$165.07 |
$231,000 |
1,438 |
0.06% |
231,000 |
1,438 |
0 |
Cleaning Products |
|
|
EMR |
Emerson Electric Co |
98 |
New |
$112.65 |
$221,000 |
1,946 |
0.06% |
221,000 |
1,946 |
0 |
Industrial Electrical... |
|
|
XLV |
SPDR Select Sector Health |
99 |
New |
$142.08 |
$212,000 |
1,444 |
0.05% |
212,000 |
1,444 |
0 |
Closed - End Fund - E... |
|
|
T |
AT&T Corp |
102 |
New |
$17.11 |
$177,000 |
10,139 |
0.05% |
177,000 |
10,139 |
0 |
Long Distance Carriers |
|
