0001606587-19-000046.txt : 20190117
0001606587-19-000046.hdr.sgml : 20190117
20190117092957
ACCESSION NUMBER: 0001606587-19-000046
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190117
DATE AS OF CHANGE: 20190117
EFFECTIVENESS DATE: 20190117
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MinichMacGregor Wealth Management, LLC
CENTRAL INDEX KEY: 0001744318
IRS NUMBER: 270952089
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18841
FILM NUMBER: 19530174
BUSINESS ADDRESS:
STREET 1: 21 CONGRESS STREET
STREET 2: SUITE 203
CITY: SARATOGA SPRINGS
STATE: NY
ZIP: 12866
BUSINESS PHONE: 518-499-4565
MAIL ADDRESS:
STREET 1: 21 CONGRESS STREET
STREET 2: SUITE 203
CITY: SARATOGA SPRINGS
STATE: NY
ZIP: 12866
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001744318
XXXXXXXX
12-31-2018
12-31-2018
false
MinichMacGregor Wealth Management, LLC
21 CONGRESS STREET
SUITE 203
SARATOGA SPRINGS
NY
12866
13F HOLDINGS REPORT
028-18841
N
Jason MacGregor
Managing Member
518-499-4565
Jason MacGregor
Saratoga Springs
NY
01-15-2019
0
91
146172
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
Abbott Laboratories
COM
002824100
1576
29534
SH
SOLE
NONE
29534
0
0
Abbvie Inc
COM
00287Y109
410
4614
SH
SOLE
NONE
4614
0
0
Advanced Drainage Systems Inc
COM
00790R104
372
18380
SH
SOLE
NONE
18380
0
0
Amazon Com Inc
COM
023135106
518
539
SH
SOLE
NONE
539
0
0
Amer Electric Pwr Co Inc
COM
025537101
231
3287
SH
SOLE
NONE
3287
0
0
American Healthcare Services, Inc
COM
001744101
736
16100
SH
SOLE
NONE
16100
0
0
Amerisourcebergen Corp
COM
03073E105
1208
14600
SH
SOLE
NONE
14600
0
0
Amgen Incorporated
COM
031162100
354
1900
SH
SOLE
NONE
1900
0
0
Apple Inc
COM
037833100
7227
46891
SH
SOLE
NONE
46891
0
0
AT&T Inc.
COM
00206R102
1412
36049
SH
SOLE
NONE
36049
0
0
Autonation Inc
COM
05329W102
820
17275
SH
SOLE
NONE
17275
0
0
B & G Foods Inc
COM
05508R106
1182
37100
SH
SOLE
NONE
37100
0
0
Berkshire Hathaway B New
CL B NEW
084670702
431
2350
SH
SOLE
NONE
2350
0
0
Berkshire Hathaway Incorporated Class A
CL A
084670108
1648
6
SH
SOLE
NONE
6
0
0
Berkshire Hathaway Incorporated Class B
CL B NEW
084670702
202
1100
SH
SOLE
NONE
1100
0
0
Blackrock Inc
COM
09247X101
595
1330
SH
SOLE
NONE
1330
0
0
C S X Corp
COM
126408103
248
4569
SH
SOLE
NONE
4569
0
0
Capital One Finl
COM
14040H105
1283
15155
SH
SOLE
NONE
15155
0
0
Caterpillar Inc
COM
149123101
312
2501
SH
SOLE
NONE
2501
0
0
Chevron Corporation
COM
166764100
1369
11654
SH
SOLE
NONE
11654
0
0
Chubb Limited
COM
H1467J104
2073
14545
SH
SOLE
NONE
14545
0
0
Cisco Systems Inc
COM
17275R102
269
7998
SH
SOLE
NONE
7998
0
0
Conocophillips
COM
20825C104
1489
29747
SH
SOLE
NONE
29747
0
0
Coresite Realty Corp
COM
21870Q105
2716
24275
SH
SOLE
NONE
24275
0
0
Disney Walt Co
COM DISNEY
254687106
2855
28965
SH
SOLE
NONE
28965
0
0
Duke Energy Corp New
COM NEW
26441C204
1336
15918
SH
SOLE
NONE
15918
0
0
Edwards Lifesciences
COM
28176E108
1900
17380
SH
SOLE
NONE
17380
0
0
Eli Lilly & Co
COM
532457108
964
11275
SH
SOLE
NONE
11275
0
0
EPR Properties
COM SH BEN INT
26884U109
2135
30610
SH
SOLE
NONE
30610
0
0
Exxon Mobil Corporation
COM
30231G102
3097
37775
SH
SOLE
NONE
37775
0
0
Facebook Inc Class A
CL A
30303M102
727
4255
SH
SOLE
NONE
4255
0
0
Fedex Corporation
COM
31428X106
2148
9520
SH
SOLE
NONE
9520
0
0
Flowserve Corporation
COM
34354P105
398
9339
SH
SOLE
NONE
9339
0
0
General Electric Company
COM
369604103
1469
60740
SH
SOLE
NONE
60740
0
0
Halliburton Company
COM
406216101
996
21645
SH
SOLE
NONE
21645
0
0
Home Depot Inc
COM
437076102
207
1265
SH
SOLE
NONE
1265
0
0
Humana Inc
COM
444859102
2387
9798
SH
SOLE
NONE
9798
0
0
Intel Corp
COM
458140100
430
11300
SH
SOLE
NONE
11300
0
0
Invesco Senior Incm Tr
COM
46131H107
54
12000
SH
SOLE
NONE
12000
0
0
Ishares Core S&P Mid-Cap Etf
CORE S&P MCP ETF
464287507
7642
42719
SH
SOLE
NONE
42719
0
0
Ishares Core S&P Small Cap Etf
CORE S&P SCP ETF
464287804
7080
95389
SH
SOLE
NONE
95389
0
0
Ishares Gold Trust
ISHARES
464285105
3000
243710
SH
SOLE
NONE
243710
0
0
Ishares Iboxx Investment Grade ETF
IBOXX INV CP ETF
464287242
406
3345
SH
SOLE
NONE
3345
0
0
Ishares Mortg Backed Sec ETF
MBS ETF
464288588
450
4200
SH
SOLE
NONE
4200
0
0
Ishares Msci Growth Etf
EAFE GRWTH ETF
464288885
2234
28869
SH
SOLE
NONE
28869
0
0
Ishares Nasdaq Bio Etf
NASDAQ BIOTECH
464287556
1515
4541
SH
SOLE
NONE
4541
0
0
Ishares S&P 500 Growth
S&P 500 GRWT ETF
464287309
289
2014
SH
SOLE
NONE
2014
0
0
Ishares S&P 500 Value
S&P 500 VAL ETF
464287408
432
4005
SH
SOLE
NONE
4005
0
0
Ishares Tr 1-3 year Credit Bond
SH TR CRPORT ETF
464288646
3081
29245
SH
SOLE
NONE
29245
0
0
Ishares Tr Intermed Credit Bond ETF
INTRM TR CRP ETF
464288638
432
3925
SH
SOLE
NONE
3925
0
0
Ishares Tr Msci Eafe
MSCI EAFE ETF
464287465
1121
16364
SH
SOLE
NONE
16364
0
0
J.P. Morgan Chase & Co
COM
46625H100
3388
35471
SH
SOLE
NONE
35471
0
0
Johnson & Johnson
COM
478160104
2658
20441
SH
SOLE
NONE
20441
0
0
Kroger Company
COM
501044101
203
10098
SH
SOLE
NONE
10098
0
0
Mastec Inc
COM
576323109
217
4680
SH
SOLE
NONE
4680
0
0
Mc Donalds Corp
COM
580135101
2353
15019
SH
SOLE
NONE
15019
0
0
Merck & Co Inc New
COM
58933Y105
1718
26828
SH
SOLE
NONE
26828
0
0
Microchip Technology Inc
COM
595017104
2074
23100
SH
SOLE
NONE
23100
0
0
Microsoft Corp
COM
594918104
851
11420
SH
SOLE
NONE
11420
0
0
Mosaic Co
COM
61945C103
494
22875
SH
SOLE
NONE
22875
0
0
Netflix Inc.
COM
64110L106
686
3780
SH
SOLE
NONE
3780
0
0
Nextera Energy Inc
COM
65339F101
2125
14500
SH
SOLE
NONE
14500
0
0
Northrop Grumman Co
COM
666807102
1313
4565
SH
SOLE
NONE
4565
0
0
O G E Energy Cp Hldg Co
COM
670837103
305
8462
SH
SOLE
NONE
8462
0
0
Occidental Pete Corp
COM
674599105
2208
34392
SH
SOLE
NONE
34392
0
0
Oracle Corporation
COM
68389X105
3121
64554
SH
SOLE
NONE
64554
0
0
Pepsico Incorporated
COM
713448108
2152
19315
SH
SOLE
NONE
19315
0
0
Pfizer Incorporated
COM
717081103
1453
40712
SH
SOLE
NONE
40712
0
0
Philip Morris Intl Inc
COM
718172109
486
4375
SH
SOLE
NONE
4375
0
0
Pimco 0-5 year High Yield Etf
0-5 HIGH YIELD
72201R783
632
6225
SH
SOLE
NONE
6225
0
0
Procter & Gamble
COM
742718109
11829
130019
SH
SOLE
NONE
130019
0
0
Proshs Ultrashrt 20plus year Etf
PSHS ULTSH 20YRS
74347B201
258
7250
SH
SOLE
NONE
7250
0
0
Qualcomm Inc
COM
747525103
363
7000
SH
SOLE
NONE
7000
0
0
S P D R S&P 500 Etf Tr
TR UNIT
78462F103
1756
6988
SH
SOLE
NONE
6988
0
0
Sector Spdr Engy Select
ENERGY
81369Y506
1109
16200
SH
SOLE
NONE
16200
0
0
Sector Spdr Indl Select
SBI INT-INDS
81369Y704
506
7130
SH
SOLE
NONE
7130
0
0
Sector Spdr Tech Select
TECHNOLOGY
81369Y803
2987
50538
SH
SOLE
NONE
50538
0
0
Sector Spdr Util Select
SBI INT-UTILS
81369Y886
1276
24050
SH
SOLE
NONE
24050
0
0
Spdr Gold TRUST
GOLD SHS
78463V107
479
3938
SH
SOLE
NONE
3938
0
0
Spdr S&P Homebuilders
S&P HOMEBUILD
78464A888
1019
25600
SH
SOLE
NONE
25600
0
0
Splunk Inc
COM
848637104
377
5670
SH
SOLE
NONE
5670
0
0
Travelers Companies Inc
COM
89417E109
1418
11575
SH
SOLE
NONE
11575
0
0
U S Bancorp Del New
COM NEW
902973304
2642
49296
SH
SOLE
NONE
49296
0
0
Union Pacific Corp
COM
907818108
565
4875
SH
SOLE
NONE
4875
0
0
United Technologies Corp
COM
913017109
1620
13958
SH
SOLE
NONE
13958
0
0
Vanguard FTSE Europe Index Fund ETF Shares
FTSE EUROPE ETF
922042874
3148
53970
SH
SOLE
NONE
53970
0
0
Verizon Communications
COM
92343V104
1265
25562
SH
SOLE
NONE
25562
0
0
Visa Inc Cl A
COM CL A
92826C839
2893
27487
SH
SOLE
NONE
27487
0
0
Walgreens Boots Alliance
COM
931427108
243
3150
SH
SOLE
NONE
3150
0
0
Wal-Mart Stores Inc
COM
931142103
1590
20350
SH
SOLE
NONE
20350
0
0
Weyerhaeuser Co
COM
962166104
2926
85980
SH
SOLE
NONE
85980
0
0