Managing Member

0001606587-18-000473.txt : 20180703 0001606587-18-000473.hdr.sgml : 20180703 20180703131037 ACCESSION NUMBER: 0001606587-18-000473 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20180703 DATE AS OF CHANGE: 20180703 EFFECTIVENESS DATE: 20180703 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: 18935689 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 09-30-2017 09-30-2017 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 07-02-2018 0 522 120583 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON.COM INC COM 023135106 90 94 SH SOLE NONE 94 0 0 INTERVAL LEISURE COM 44967H101 1 55 SH SOLE NONE 55 0 0 CERNER CORP COM 156782104 28 400 SH SOLE NONE 400 0 0 ROLLINS INC COM COM 775711104 18 403 SH SOLE NONE 403 0 0 PRUDENTIAL FINL INC COM 744320102 104 978 SH SOLE NONE 978 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 121 21940 SH SOLE NONE 21940 0 0 STARBUCKS CORP COM 855244109 25 478 SH SOLE NONE 478 0 0 SEMPRA ENERGY COM 816851109 1 9 SH SOLE NONE 9 0 0 PUBLIC SVC ENTERPRISE GROUP COM COM 744573106 51 1121 SH SOLE NONE 1121 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 81 2378 SH SOLE NONE 2378 0 0 BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INT UNIT LTD PARTN 118230101 65 1151 SH SOLE NONE 1151 0 0 ANTHEM INC COM COM 036752103 2 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 15 496 SH SOLE NONE 496 0 0 LOGITECH INTL S A SHS SHS H50430232 17 479 SH SOLE NONE 479 0 0 MYLAN N V SHS EURO SHS EURO N59465109 6 200 SH SOLE NONE 200 0 0 MONSTER BEVERAGE CORP COM 61174X109 13 239 SH SOLE NONE 239 0 0 JOHNSON & JOHNSON COM COM 478160104 319 2457 SH SOLE NONE 2457 0 0 FIRST TR EXCHANGE TRADED FD II UTILS ALPHADEX FD ANNUAL UTILITIES ALPH 33734X184 1220 45173 SH SOLE NONE 45173 0 0 WASTE MANAGEMENT INC COM 94106L109 13 170 SH SOLE NONE 170 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 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 16 69 SH SOLE NONE 69 0 0 PRAXAIR INC COM 74005P104 1 12 SH SOLE NONE 12 0 0 ROYAL DUTCH SHELL PLC-ADR SPONS ADR A 780259206 3 53 SH SOLE NONE 53 0 0 YUM! 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GROUP INC COM COM 174610105 1 47 SH SOLE NONE 47 0 0 CDK GLOBAL INC COM COM 12508E101 10 166 SH SOLE NONE 166 0 0 WAYFAIR INC CL A CL A 94419L101 6 100 SH SOLE NONE 100 0 0 FIAT CHRYSLER AUTOMOBILES N V SHS SHS N31738102 35 2000 SH SOLE NONE 2000 0 0 CYBERARK SOFTWARE LTD SHS SHS M2682V108 0 8 SH SOLE NONE 8 0 0 HALYARD HEALTH INC COM COM 40650V100 0 9 SH SOLE NONE 9 0 0 ANHEUSER BUSCH SPONSORED ADR 03524A108 5 43 SH SOLE NONE 43 0 0 ALLIANT 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 BORGWARNER INC COM COM 099724106 8 159 SH SOLE NONE 159 0 0 CRACKER BARREL INC COM 22410J106 9 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 31 390 SH SOLE NONE 390 0 0 GARTNER INC CL A COM 366651107 87 700 SH SOLE NONE 700 0 0 ZIX CORP COM COM 98974P100 1 300 SH SOLE NONE 300 0 0 PHILIP MORRIS INTL INC COM 718172109 89 808 SH SOLE NONE 808 0 0 ROPER INDUSTRIES INC COM 776696106 7 30 SH SOLE NONE 30 0 0 SYNOPSYS INC COM COM 871607107 0 12 SH SOLE NONE 12 0 0 SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF BLOOMBERG BRCLYS 78464A417 5 159 SH SOLE NONE 159 0 0 BRISTOL MYERS SQUIBB CO COM COM 110122108 125 1967 SH SOLE NONE 1967 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 51 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 41 655 SH SOLE NONE 655 0 0 DOMINION RESOURCES INC COM 25746U109 20 261 SH SOLE NONE 261 0 0 CITIGROUP INC COM NEW 172967424 119 1639 SH SOLE NONE 1639 0 0 AMERICAN WTR WKS CO INC NEW COM COM 030420103 15 193 SH SOLE NONE 193 0 0 3D SYSTEMS CORPORATION COM NEW 88554D205 0 20 SH SOLE NONE 20 0 0 VIRTUS INVESTMENT PARTNERS, INC. 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