We are live on ! Find out more
MCA

McGuire Capital Advisors Portfolio holdings

AUM $183M
This Fund
S&P 500
This Quarter Est. Return
+0.82%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$157M
AUM Growth
–
Cap. Flow
+$159M
Cap. Flow %
100.96%
Top 10 Hldgs %
49.49%
Holding
942
New
940
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$28.6M
2
NVDY icon
YieldMax NVDA Option Income Strategy ETF
NVDY
+$15.6M
3
AAPL icon
Apple
AAPL
+$6.85M
4
PLTR icon
Palantir
PLTR
+$4.41M
5
MSFT icon
Microsoft
MSFT
+$4.28M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 32.87%
2 Miscellaneous 26.78%
3 Financials 8.47%
4 Energy 7.83%
5 Consumer Discretionary 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
HLN icon
451
Haleon
HLN
$40.8B
$7.96K 0.01%
+787
New +$7.48K
2025 Q4
0 quarters
OHI icon
452
Omega Healthcare
OHI
$13.4B
$7.91K 0.01%
+178
New +$7.67K
2025 Q4
0 quarters
TGTX icon
453
TG Therapeutics
TGTX
$8.4B
$7.72K ﹤0.01%
+259
New +$8.46K
2025 Q4
0 quarters
SRE icon
454
Sempra
SRE
$52.7B
$7.59K ﹤0.01%
+86
New +$7.83K
2025 Q4
0 quarters
PSA icon
455
Public Storage
PSA
$53.5B
$7.54K ﹤0.01%
+29
New +$8.11K
2025 Q4
0 quarters
ALB icon
456
Albemarle
ALB
$12B
$7.5K ﹤0.01%
+53
New +$6.02K
2025 Q4
0 quarters
IIM icon
457
Invesco Value Municipal Income Trust
IIM
$512M
$7.46K ﹤0.01%
+606
New +$7.57K
2025 Q4
0 quarters
DNP icon
458
DNP Select Income Fund
DNP
$3.72B
$7.42K ﹤0.01%
+743
New +$7.48K
2025 Q4
0 quarters
CRM icon
459
Salesforce
CRM
$188B
$7.42K ﹤0.01%
+28
New +$6.96K
2025 Q4
0 quarters
TAC icon
460
TransAlta
TAC
$4.13B
$7.32K ﹤0.01%
+579
New +$8.64K
2025 Q4
0 quarters
IMAR icon
461
Innovator International Developed Power Buffer ETF March
IMAR
$104M
$7.32K ﹤0.01%
+245
New +$7.18K
2025 Q4
0 quarters
METC icon
462
Ramaco Resources Class A
METC
$562M
$7.31K ﹤0.01%
+406
New +$10.7K
2025 Q4
0 quarters
VDE icon
463
Vanguard Energy ETF
VDE
$11.1B
$7.3K ﹤0.01%
+58
New +$7.29K
2025 Q4
0 quarters
AEP icon
464
American Electric Power
AEP
$66.7B
$7.26K ﹤0.01%
+63
New +$7.44K
2025 Q4
0 quarters
ARKW icon
465
ARK Next Generation Technology ETF
ARKW
$2.12B
$7.24K ﹤0.01%
+49
New +$7.95K
2025 Q4
0 quarters
NNE
466
Nano Nuclear Energy
NNE
$816M
$7.23K ﹤0.01%
+301
New +$11.5K
2025 Q4
0 quarters
XLRE icon
467
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.74B
$7.22K ﹤0.01%
+179
New +$7.37K
2025 Q4
0 quarters
BSX icon
468
Boston Scientific
BSX
$61.1B
$7.15K ﹤0.01%
+75
New +$7.35K
2025 Q4
0 quarters
VMC icon
469
Vulcan Materials
VMC
$31.8B
$7.13K ﹤0.01%
+25
New +$7.33K
2025 Q4
0 quarters
PDP icon
470
Invesco Dorsey Wright Momentum ETF
PDP
$1.5B
$6.98K ﹤0.01%
+60
New +$7.07K
2025 Q4
0 quarters
BLOK icon
471
Amplify Blockchain Technology ETF
BLOK
$1.07B
$6.94K ﹤0.01%
+122
New +$7.88K
2025 Q4
0 quarters
DGX icon
472
Quest Diagnostics
DGX
$25.4B
$6.94K ﹤0.01%
+40
New +$7.28K
2025 Q4
0 quarters
SYM icon
473
Symbotic
SYM
$5.53B
$6.9K ﹤0.01%
+116
New +$7.66K
2025 Q4
0 quarters
LIN icon
474
Linde
LIN
$224B
$6.82K ﹤0.01%
+16
New +$6.85K
2025 Q4
0 quarters
AMLP icon
475
Alerian MLP ETF
AMLP
$12.8B
$6.77K ﹤0.01%
+144
New +$6.74K
2025 Q4
0 quarters
17 18
19
20 21

Similar funds

CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return
AWF
Alpha Wealth Funds Park City, Utah $183M AUM 8.96% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
CJ
Caitlin John Brighton, Michigan $183M AUM 30.77% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return

McGuire Capital Advisors's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for McGuire Capital Advisors, which disclosed 942 positions worth $157M. Its ten largest holdings account for 49% of the portfolio.

Its largest position is NVIDIA: 153,643 shares worth $28.7M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, followed by Miscellaneous and Financials.

  • McGuire Capital Advisors's largest Q4 2025 buy was NVIDIA: 153,643 shares worth $28.7M.
  • McGuire Capital Advisors's ten largest holdings make up 49% of its $157M portfolio in Q4 2025.
  • McGuire Capital Advisors disclosed 942 positions in Q4 2025, its first 13F filing on record.

Based on McGuire Capital Advisors's 13F filing for Q4 2025, filed 19 Feb 2026.