Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MINICHMACGREGOR WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 104 | 391,753,207 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 151 | $291,073 | 6,904 | 0.00 | 0.00 | -729 | -9.55 | 03-31-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 152 | $288,729 | 550 | 0.00 | 0.00 | 2 | 0.36 | 03-31-2024 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 153 | $287,714 | 3,214 | 0.00 | 0.00 | 166 | 5.45 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | Liquidated | $0 | 0 | 0.00 | 0.00 | -28 | -0.75 | 12-31-2023 |
