MCA

McGuire Capital Advisors Portfolio holdings

AUM $157M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1 +$28.6M
2 +$15.6M
3 +$6.85M
4
PLTR icon
Palantir
PLTR
+$4.41M
5
MSFT icon
Microsoft
MSFT
+$4.28M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.87%
2 Financials 8.47%
3 Energy 7.83%
4 Consumer Discretionary 5.79%
5 Communication Services 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.69T
$28.7M 18.22%
+153,643
NVDY icon
2
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.47B
$14.8M 9.4%
+1,012,289
AAPL icon
3
Apple
AAPL
$4T
$6.93M 4.41%
+25,505
PLTR icon
4
Palantir
PLTR
$307B
$4.33M 2.76%
+24,378
XOM icon
5
Exxon Mobil
XOM
$624B
$4.28M 2.72%
+35,557
MSFT icon
6
Microsoft
MSFT
$2.89T
$4.13M 2.63%
+8,540
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.76T
$4.02M 2.55%
+12,803
AMZN icon
8
Amazon
AMZN
$2.24T
$3.82M 2.43%
+16,544
TSLA icon
9
Tesla
TSLA
$1.54T
$3.69M 2.35%
+8,202
VOO icon
10
Vanguard S&P 500 ETF
VOO
$857B
$3.19M 2.03%
+5,082
META icon
11
Meta Platforms (Facebook)
META
$1.62T
$3.05M 1.94%
+4,613
OKE icon
12
Oneok
OKE
$52.2B
$2.8M 1.78%
+38,048
JPM icon
13
JPMorgan Chase
JPM
$802B
$2.67M 1.7%
+8,279
WMT icon
14
Walmart Inc
WMT
$1.01T
$2.5M 1.59%
+22,456
CAT icon
15
Caterpillar
CAT
$357B
$2.47M 1.57%
+4,312
GS icon
16
Goldman Sachs
GS
$271B
$2.23M 1.42%
+2,537
LDOS icon
17
Leidos
LDOS
$22.3B
$1.97M 1.25%
+10,919
QQQ icon
18
Invesco QQQ Trust
QQQ
$397B
$1.95M 1.24%
+3,173
V icon
19
Visa
V
$591B
$1.77M 1.13%
+5,055
MU icon
20
Micron Technology
MU
$470B
$1.7M 1.08%
+5,948
BINC icon
21
BlackRock Flexible Income ETF
BINC
$17.2B
$1.68M 1.07%
+31,795
AVAV icon
22
AeroVironment
AVAV
$13.1B
$1.68M 1.07%
+6,925
MA icon
23
Mastercard
MA
$444B
$1.61M 1.02%
+2,813
EPD icon
24
Enterprise Products Partners
EPD
$78.5B
$1.58M 1.01%
+49,437
OKLO
25
Oklo
OKLO
$10.2B
$1.56M 1%
+21,806