Managing Member

0001172661-23-001726.txt : 20230419 0001172661-23-001726.hdr.sgml : 20230419 20230419091828 ACCESSION NUMBER: 0001172661-23-001726 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230419 DATE AS OF CHANGE: 20230419 EFFECTIVENESS DATE: 20230419 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: 23828605 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 X0202 13F-HR LIVE false true false 0001744318 XXXXXXXX 03-31-2023 03-31-2023 false MinichMacGregor Wealth Management, LLC

21 Congress Street Suite 203 Saratoga Springs NY 12866

13F HOLDINGS REPORT 028-18841 000151237 801-70490 N Jason MacGregor Managing Member 518-499-4565 /s/ Jason MacGregor Saratoga Springs NY 04-17-2023 0 94 302132969 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 2922752 18339 SH SOLE 18339 0 0 ADAMS DIVERSIFIED EQUITY FD COM 006212104 319007 132796 SH SOLE 132795 0 0 ADVANCED MICRO DEVICES INC COM 007903107 227481 2321 SH SOLE 2321 0 0 ALPHABET INC CAP STK CL A 02079K305 276233 2663 SH SOLE 2663 0 0 ALPHABET INC CAP STK CL C 02079K107 638664 6141 SH SOLE 6141 0 0 AMAZON COM INC COM 023135106 949545 9193 SH SOLE 9193 0 0 APPLE INC COM 037833100 2512718 15238 SH SOLE 15237 0 0 AVERY DENNISON CORP COM 053611109 2320185 12967 SH SOLE 12967 0 0 BANK AMERICA CORP COM 060505104 246144 8606 SH SOLE 8606 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 208729 676 SH SOLE 676 0 0 BOEING CO COM 097023105 244591 1151 SH SOLE 1151 0 0 BOSTON SCIENTIFIC CORP COM 101137107 349209 6980 SH SOLE 6980 0 0 CADENCE DESIGN SYSTEM INC COM 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