Managing Member

0001606587-18-000468.txt : 20180702 0001606587-18-000468.hdr.sgml : 20180702 20180702153546 ACCESSION NUMBER: 0001606587-18-000468 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20180702 DATE AS OF CHANGE: 20180702 EFFECTIVENESS DATE: 20180702 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: 18932508 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 06-30-2017 06-30-2017 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 06-28-2018 0 527 115238 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON.COM INC COM 023135106 93 97 SH SOLE NONE 97 0 0 INTERVAL LEISURE COM 44967H101 1 55 SH SOLE NONE 55 0 0 CERNER CORP COM 156782104 26 400 SH SOLE NONE 400 0 0 GLOBAL PMTS INC COM COM 37940X102 0 0 SH SOLE NONE 0 0 0 PRUDENTIAL FINL INC COM 744320102 105 976 SH SOLE NONE 976 0 0 WISDOMTREE JAPAN HEDGED EQUITY JAPN HEDGE EQT 97717W851 13 250 SH SOLE NONE 250 0 0 HEWLETT PACKARD ENTERPRISE CO COM COM 42824C109 1 103 SH SOLE NONE 103 0 0 SEALED AIR CORP NEW COM COM 81211K100 8 190 SH SOLE NONE 190 0 0 SIRIUS XM RADIO INC COM 82968B103 119 21936 SH SOLE NONE 21936 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND TECHNOLOGY 81369Y803 21 400 SH SOLE NONE 400 0 0 STARBUCKS CORP COM 855244109 27 477 SH SOLE NONE 477 0 0 SEMPRA ENERGY COM 816851109 1 9 SH SOLE NONE 9 0 0 PUBLIC SVC ENTERPRISE GROUP COM COM 744573106 69 1621 SH SOLE NONE 1621 0 0 MONSANTO CO COM 61166W101 11 100 SH SOLE NONE 100 0 0 DELUXE CORP COM COM 248019101 7 105 SH SOLE NONE 105 0 0 ARROW FINL CORP COM 042744102 80 2530 SH SOLE NONE 2530 0 0 BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INT UNIT LTD PARTN 118230101 67 1060 SH SOLE NONE 1060 0 0 ANTHEM INC COM COM 036752103 1 10 SH SOLE NONE 10 0 0 ISHARES GOLD TRUST ETF ISHARES 464285105 11 941 SH SOLE NONE 941 0 0 EBAY INC COM 278642103 3 100 SH SOLE NONE 100 0 0 BROOKS AUTOMATION INC COM COM 114340102 9 457 SH SOLE NONE 457 0 0 MYLAN N V SHS EURO SHS EURO N59465109 7 200 SH SOLE NONE 200 0 0 MONSTER BEVERAGE CORP COM 61174X109 11 239 SH SOLE NONE 239 0 0 JOHNSON & JOHNSON COM COM 478160104 325 2457 SH SOLE NONE 2457 0 0 FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL UTILITIES ALPH 33734X184 1121 41290 SH SOLE NONE 41290 0 0 SEAGATE TECHNOLOGY SHS G7945M107 0 0 SH SOLE NONE 0 0 0 WASTE MANAGEMENT INC COM 94106L109 12 173 SH SOLE NONE 173 0 0 COMPANHIA DE SANEAM ADRF SPONSORED ADR SPONSORED ADR 20441A102 6 642 SH SOLE NONE 642 0 0 COSTCO WHOLESALE CORP COM 22160K105 12 78 SH SOLE NONE 78 0 0 HCA INC COM 40412C101 0 0 SH SOLE NONE 0 0 0 FIRST TR EXCH TRADED FD HEALTH CARE ALPHADEX FD HLTH CARE ALPH 33734X143 26 400 SH SOLE NONE 400 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 20 94 SH SOLE NONE 94 0 0 PRAXAIR INC COM 74005P104 1 12 SH SOLE NONE 12 0 0 ROYAL DUTCH SHELL PLC-ADR SPONS ADR A 780259206 2 53 SH SOLE NONE 53 0 0 YUM! 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ENERGY CORP COM COM 018802108 8 200 SH SOLE NONE 200 0 0 PLUG PWR INC COM NEW 72919P202 2 1055 SH SOLE NONE 1055 0 0 CRACKER BARREL INC COM 22410J106 10 63 SH SOLE NONE 63 0 0 DELTA AIR LINES INC DEL CMN COM NEW 247361702 0 15 SH SOLE NONE 15 0 0 VANGUARD SHORT-TERM BOND INDEX FUND SHORT TRM BOND 921937827 63 790 SH SOLE NONE 790 0 0 GARTNER INC CL A COM 366651107 86 700 SH SOLE NONE 700 0 0 RESTAURANT BRANDS INTL INC COM COM 76131D103 16 261 SH SOLE NONE 261 0 0 KLX INC COM COM 482539103 25 502 SH SOLE NONE 502 0 0 ZIX CORP COM COM 98974P100 1 300 SH SOLE NONE 300 0 0 PHILIP MORRIS INTL INC COM 718172109 100 857 SH SOLE NONE 857 0 0 ROPER INDUSTRIES INC COM 776696106 7 31 SH SOLE NONE 31 0 0 BRISTOL MYERS SQUIBB CO COM COM 110122108 104 1875 SH SOLE NONE 1875 0 0 ISHARES S&P GLOBAL ENERGY GLOBAL ENERG ETF 464287341 2 75 SH SOLE NONE 75 0 0 SPDR S&P INTERNATIONAL DIVIDEND ETF S&P INTL ETF 78463X772 50 1281 SH SOLE NONE 1281 0 0 REALTY INCOME CORP COM 756109104 4 79 SH SOLE NONE 79 0 0 ALTRIA GROUP INC COM COM 02209S103 38 519 SH SOLE NONE 519 0 0 DOMINION RESOURCES INC COM 25746U109 20 261 SH SOLE NONE 261 0 0 CITIGROUP INC COM NEW 172967424 98 1476 SH SOLE NONE 1476 0 0 AMERICAN WTR WKS CO INC NEW COM COM 030420103 15 194 SH SOLE NONE 194 0 0 3D SYSTEMS CORPORATION COM NEW 88554D205 0 20 SH SOLE NONE 20 0 0 VIRTUS INVESTMENT PARTNERS, INC. 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