Finally, MinichMacGregor Wealth Management LLC acquired a new position in shares of Constellation Brands in the fourth quarter valued at approximately $57,000.

Source: https://www.etfdailynews.com/2023/03/23/baystate-wealth-management-llc-has-31000-stake-in-constellation-brands-inc-nysestz/

MinichMacGregor Wealth Management LLC acquired a new stake in shares of Aflac during the fourth quarter valued at approximately $27,000.

Source: https://www.americanbankingnews.com/2023/06/25/aflac-incorporated-nyseafl-position-increased-by-jgp-wealth-management-llc.html

MinichMacGregor Wealth Management LLC bought a new position in Intuitive Surgical in the 4th quarter worth about $35,000.

Source: https://www.americanbankingnews.com/2023/07/02/189-shares-in-intuitive-surgical-inc-nasdaqisrg-purchased-by-carmel-capital-partners-llc.html

MinichMacGregor Wealth Management LLC bought a new position in shares of ONEOK during the 4th quarter worth about $29,000.

Source: https://www.americanbankingnews.com/2023/04/19/kestra-private-wealth-services-llc-acquires-1404-shares-of-oneok-inc-nyseoke.html

MinichMacGregor Wealth Management LLC now owns 3,830 shares of the company’s stock worth $369,000 after purchasing an additional 158 shares in the last quarter.

Source: https://www.etfdailynews.com/2023/05/02/416-shares-in-ishares-u-s-industrials-etf-batsiyj-acquired-by-u-s-capital-wealth-advisors-llc/

MinichMacGregor Wealth Management LLC raised its stake in shares of Merck & Co., Inc. by 75.5% during the 1st quarter.

Source: https://www.americanbankingnews.com/2023/07/02/carderock-capital-management-inc-invests-104000-in-merck-co-inc-nysemrk.html