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| Name: |
MinichMacGregor Wealth Management LLC |
| City: |
SARATOGA SPRINGS |
| State: |
NY |
| Zip: |
12866 |
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data |
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| Holdings
Found :
11 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GIB |
CGI Group Inc (USA) |
52 |
- |
$103.37 |
$958,000 |
8,714 |
0.24% |
24,000 |
0 |
0.004 |
Internet Software & S... |
|
|
JPM |
JP Morgan Chase & Co |
53 |
- |
$195.65 |
$942,000 |
4,736 |
0.24% |
136,000 |
0 |
0 |
Domestic Money Center... |
|
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XOM |
Exxon Mobil Corp |
60 |
- |
$116.15 |
$666,000 |
5,690 |
0.17% |
97,000 |
0 |
0 |
Integrated Oil & Gas |
|
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BSX |
Boston Scientific Corp |
69 |
- |
$72.72 |
$393,000 |
5,767 |
0.1% |
60,000 |
0 |
0 |
Medical Instruments &... |
|
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RIG |
Transocean Inc |
73 |
- |
$5.75 |
$382,000 |
60,000 |
0.1% |
1,000 |
0 |
0 |
Oil & Gas Drilling & ... |
|
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GOOGL |
Alphabet Inc |
75 |
- |
$169.38 |
$365,000 |
2,345 |
0.09% |
37,000 |
0 |
0 |
Search Engines & Info... |
|
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VYM |
Vanguard High Dividend Yiel... |
91 |
- |
$118.59 |
$261,000 |
2,164 |
0.07% |
19,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
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BRK.B |
Berkshire Hathaway B |
93 |
- |
$406.37 |
$247,000 |
588 |
0.06% |
37,000 |
0 |
0 |
Property & Casualty I... |
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TMO |
Thermo Fisher Scientific |
94 |
- |
$573.64 |
$243,000 |
421 |
0.06% |
20,000 |
0 |
0 |
Medical Laboratories ... |
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WFC |
Wells Fargo & Co |
95 |
- |
$61.23 |
$240,000 |
4,168 |
0.06% |
35,000 |
0 |
0 |
Domestic Money Center... |
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FCEL |
Fuelcell Energy Inc |
104 |
- |
$0.20 |
$24,000 |
20,405 |
0.01% |
-9,000 |
0 |
0.007 |
Industrial Electrical... |
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