IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

MinichMacGregor Wealth Management, LLC

Q4 2017 Holdings

Filed 2018-07-03 | 539 holdings | $867.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Abbvie Inc COM(ABBV)COM00287Y109$293.0K3,03433.8%
Crown Castle Intl Corp(CCI)COM22822V101$110.0K99512.7%
Consolidated Edison Inc COM(ED)COM209115104$91.0K1,07710.5%
Cisco SYS Inc(CSCO)COM17275R102$88.0K2,31610.1%
Conocophillips COM(COP)COM20825C104$81.0K1,4779.3%
Corning Inc COM(GLW)COM219350105$43.0K1,3485.0%
Schwab Short Term US Treasury ETF(SCHO)SHT TM US TRES808524862$20.4K407,1312.3%
Charter Communications Inc New CL A(CHTR)CL A16119P108$18.0K542.1%
Cognex Corp COM(CGNX)COM192422103$14.0K2441.6%
Schwab US Large Cap Growth ETF(SCHG)US LCAP GR ETF808524300$10.9K154,3671.3%
Ishares TR Lehman Short Trea Bdfd(SHV)SHORT TREAS BD464288679$7.9K71,8040.9%
Schwab Strategic TR US LRG Cap ETF(SCHX)US LRG CAP ETF808524201$6.6K103,7880.8%
Ishares TR DOW Jonesus Aerospace & DEF(ITA)US AER DEF ETF464288760$5.3K28,3330.6%
Ishares Phlx SOX Semiconductor Sector Index Fund(SOXX)PHLX SEMICND ETF464287523$5.3K31,3650.6%
Ishares S&P North Amer Tech-Software(IGV)NA TEC SFTWR ETF464287515$5.2K33,5410.6%
Ishares DJ US Consumer Services(IYC)U.S. CNSM SV ETF464287580$5.1K28,4170.6%
Ishares U.S. Medical Devices ETF(IHI)U.S. MED DVC ETF464288810$5.1K29,2340.6%
Ishares U.S. Regional Banks ETF(IAT)US REGNL BKS ETF464288778$5.0K101,4200.6%
Ishares U.S. Insurance ETF(IAK)U.S. INSRNCE ETF464288786$4.9K74,0240.6%
Ishares S&P Smallcap 600 ETF(IJR)CORE S&P SCP ETF464287804$4.9K63,8630.6%
Vanguard Short Term Corp Bond FD ETF(VCSH)SHRT TRM CORP BD92206C409$4.6K58,5340.5%
Ishares 1-3 YR Treasury Bond ETF(SHY)1 3 YR TREAS BD464287457$3.7K43,8730.4%
Schwab Etfs- US Broad Market ETF(SCHB)US BRD MKT ETF808524102$3.1K48,3510.4%
General Electric Co COMCOM369604103$3.0K171,7460.3%
Anthem Inc COM(ELV)COM036752103$2.0K100.2%
First TR Exchange Traded FD DOW Jones Internet Index FD(FDN)DJ INTERNT IDX33733E302$1.7K15,0670.2%
First Trust Industrials Ucer Durables Alphadex Fund(FXR)INDLS PROD DUR33734X150$1.6K40,2880.2%
First TR Nasdaq 100 Technology Index FD SHS(QTEC)SHS337345102$1.5K21,3340.2%
First Trust Nasdaq Bank ETF(FTXO)NASDAQ BK ETF33738R860$1.5K49,4220.2%
First Trust Technology Alphadex Fund(FXL)TECH ALPHADEX33734X176$1.4K28,0950.2%
Lockheed Martin Corp(LMT)COM539830109$1.4K4,4650.2%
Procter and Gamble Co COM(PG)COM742718109$6757,3510.1%
Bank New York Mellon Corp COM(BK)COM064058100$5319,8630.1%
Verizon Communications(VZ)COM92343V104$4618,7140.1%
Intl Business Machines(IBM)COM459200101$4392,8620.1%
AT&T Inc COM(T)COM00206R102$38810,0010.0%
General Dynamics Corp COM(GD)COM369550108$3741,8410.0%
Microsoft(MSFT)COM594918104$3494,0800.0%
Johnson & Johnson COM(JNJ)COM478160104$3472,4830.0%
Verisk Analytics Inc COM(VRSK)COM92345Y106$3223,3570.0%
Home Depot(HD)COM437076102$2971,5710.0%
Apple Inc(AAPL)COM037833100$2491,4750.0%
NBT Bancorp Inc(NBTB)COM628778102$2376,4610.0%
Coca Cola Co COM(KO)COM191216100$2174,7500.0%
Comcast Corp New CL A(CMCSA)CL A20030N101$2045,1040.0%
Chevron Corp New COM(CVX)COM166764100$1961,5670.0%
Boeing Co COM(BA)COM097023105$1936570.0%
Pepsico Inc COM(PEP)COM713448108$1881,5720.0%
First Trust Dorsey Wright Focus 5 ETF(FV)DORSEY WRT 5 ETF33738R605$1876,8100.0%
Ishares DJ Select Dividend(DVY)SELECT DIVID ETF464287168$1861,8950.0%
Page 1 of 11Next