Minichmacgregor Wealth Management LLC

Minichmacgregor Wealth Management, LLC is a New York-based Limited Liability Company that has been approved by the U.S. Securities and Exchange Commission (SEC) since August 2009. The firm, with a small team of 7 employees, including 4 advisors, provides wealth management services to a select clientele of 3 clients.

• JAMES FRANKLIN MINICH

  MANAGING MEMBER owns more than 50% but less than 75%

• JASON KEITH MACGREGOR

  MANAGING MEMBER owns more than 50% but less than 75%

• MICHELE ANNE TELLSTONE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• Shade Tree Advisors LLC
• Saratoga Wealth Advisors LLC
• Crescent Hill Partners LLC
• Colley Asset Management Inc
• Sterling Manor Financial LLC
• LEE Investment Management LLC
• Continuum Wealth Advisors LLC
• Vahanian & Associates Financial Planning Inc
• King Wealth Management Group LLC
• SAGE Hill Advisory and Management LLC

• **Investing Insights: Deciphering MinichMacGregor Wealth Management's Strategic Moves from Q4 2023 to Q1 2024**
• MinichMacGregor Wealth Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• MinichMacGregor Wealth Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Investment Giants MinichMacGregor Wealth Management, LLC Q4 2022 vs. Q1 2023: A Comprehensive Analysis

• ISHARES TR U.S. UTILITS ETF $12,181k
• SCHWAB U.S. LARGE-CAP GROWTH ETF $11,266k
• ISHARES TR $9,064k
• SCHWAB STRATEGIC TR US MID-CAP ETF $7,561k
• ISHARES TR U.S. MED DVC ETF $7,551k
• ISHARES TR EXPANDED TECH $7,487k
• ISHARES TR $7,289k
• ISHARES TR US AER DEF ETF $7,283k
• SCHWAB STRATEGIC TR $6,711k
• INVESCO EXCHNG TRADED FD TR $6,069k