Managing Member

0001172661-24-000542.txt : 20240208 0001172661-24-000542.hdr.sgml : 20240208 20240208093303 ACCESSION NUMBER: 0001172661-24-000542 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 EFFECTIVENESS DATE: 20240208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MinichMacGregor Wealth Management, LLC CENTRAL INDEX KEY: 0001744318 ORGANIZATION NAME: 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: 24607111 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 12-31-2023 12-31-2023 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 01-10-2023 0 103 346104328 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 245803 1586 SH SOLE 1586 0 0 ADAMS DIVERSIFIED EQUITY FD COM 006212104 362947 133716 SH SOLE 133716 0 0 ADVANCED MICRO DEVICES INC COM 007903107 395064 2680 SH SOLE 2680 0 0 ALPHABET INC CAP STK CL A 02079K305 327577 2345 SH SOLE 2345 0 0 AMAZON COM INC COM 023135106 1412740 9298 SH SOLE 9298 0 0 APPLE INC COM 037833100 2855719 14833 SH SOLE 14832 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 209716 588 SH SOLE 588 0 0 BOEING CO COM 097023105 295170 1132 SH SOLE 1132 0 0 BOSTON SCIENTIFIC CORP COM 101137107 333390 5767 SH SOLE 5767 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 5640510 20709 SH SOLE 20709 0 0 CATERPILLAR INC COM 149123101 308197 1042 SH SOLE 1042 0 0 CGI INC CL A SUB VTG 12532H104 934228 8714 SH SOLE 8714 0 0 CHEVRON CORP NEW COM 166764100 470152 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