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Jason MacGregor

@Minichmacgregor Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$481.598MTotal holdings119
Assets growth rate3.24%Assets growth rate (2-Q avg)8.57%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Minichmacgregor Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 119 positions.

Assets under management

The assets under management (AUM) of Minichmacgregor Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 481.598M in assets, with a quarterly growth rate of 3.24% and a 2-quarter average growth rate of 8.57%. The portfolio is managed by Jason MacGregor, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CSCOCisco Sys Inc
Recent Activity
New Position
0.05%
$233,053
3,937 shares@ $59.2 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.05%
$225,936
3,561 shares@ $63.45 avg price
RIVNRivian Automotive Inc
Recent Activity
New Position
0.03%
$133,000
10,000 shares@ $13.3 avg price