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MIG

McGuire Investment Group Portfolio holdings

AUM $1.14B
1-Year Est. Return 79.59%
This Fund
S&P 500
This Quarter Est. Return
+2.42%
1 Year Est. Return
+79.59%
3 Year Est. Return
+184.19%
5 Year Est. Return
+218.18%
10 Year Est. Return
–
AUM
$710M
AUM Growth
+$12.7M
Cap. Flow
+$5.88M
Cap. Flow %
0.83%
Top 10 Hldgs %
39.34%
Holding
116
New
3
Increased
44
Reduced
52
Closed
3

Top Buys

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.55M
2
PLTR icon
Palantir
PLTR
+$1.13M
3
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$453K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$380K
5
TNA icon
Direxion Daily Small Cap Bull 3x ETF
TNA
+$376K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.23M
2
AMD icon
Advanced Micro Devices
AMD
+$591K
3
AAPL icon
Apple
AAPL
+$514K
4
MSFT icon
Microsoft
MSFT
+$506K
5
LRCX icon
Lam Research
LRCX
+$467K

Sector Composition

Rank Sector Weight
1 Technology 35.05%
2 Healthcare 15.81%
3 Financials 8.17%
4 Industrials 7.04%
5 Consumer Staples 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HACK icon
51
Amplify Cybersecurity ETF
HACK
$2.9B
$3.12M 0.44%
45,743
-15
-0% -$978
MCHP icon
52
Microchip Technology
MCHP
$46B
$2.84M 0.4%
35,429
+93
+0.3% +$7.68K
VRTX icon
53
Vertex Pharmaceuticals
VRTX
$126B
$2.8M 0.39%
6,019
– –
CRSP icon
54
CRISPR Therapeutics
CRSP
$5.17B
$2.72M 0.38%
57,822
-48
-0.1% -$2.44K
XLV icon
55
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$2.46M 0.35%
15,973
+270
+2% +$40.9K
LHX icon
56
L3Harris
LHX
$53.4B
$2.36M 0.33%
9,920
-117
-1% -$27K
XYZ
57
Block Inc
XYZ
$47.5B
$2.18M 0.31%
32,491
-680
-2% -$43.9K
XLK icon
58
State Street Technology Select Sector SPDR ETF
XLK
$124B
$1.7M 0.24%
15,082
+80
+0.5% +$8.78K
RSPT icon
59
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.87B
$1.65M 0.23%
43,769
-124
-0.3% -$4.52K
XLF icon
60
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$1.54M 0.22%
34,032
+469
+1% +$20.5K
IVV icon
61
iShares Core S&P 500 ETF
IVV
$902B
$1.51M 0.21%
2,625
+7
+0.3% +$3.89K
XLI icon
62
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$1.51M 0.21%
11,141
+163
+1% +$20.7K
NTLA icon
63
Intellia Therapeutics
NTLA
$1.67B
$1.47M 0.21%
71,301
-693
-1% -$16K
VGT icon
64
Vanguard Information Technology ETF
VGT
$149B
$1.39M 0.2%
18,968
+528
+3% +$37.5K
ITA icon
65
iShares US Aerospace & Defense ETF
ITA
$14.7B
$1.37M 0.19%
9,170
+110
+1% +$15.5K
VOO icon
66
Vanguard S&P 500 ETF
VOO
$1.01T
$1.24M 0.17%
2,343
– –
PSCH icon
67
Invesco S&P SmallCap Health Care ETF
PSCH
$168M
$1.22M 0.17%
26,446
-650
-2% -$29.4K
SPY icon
68
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$1.22M 0.17%
2,121
– –
FDX icon
69
FedEx
FDX
$75.4B
$1.16M 0.16%
4,243
-25
-0.6% -$7.26K
BMY icon
70
Bristol-Myers Squibb
BMY
$132B
$1.06M 0.15%
20,433
-1,128
-5% -$52.9K
VB icon
71
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$1.01M 0.14%
4,276
+37
+0.9% +$8.41K
GLD icon
72
SPDR Gold Trust
GLD
$141B
$929K 0.13%
3,824
+129
+3% +$29.5K
PYPL icon
73
PayPal
PYPL
$50.5B
$896K 0.13%
11,477
-2,042
-15% -$137K
MDY icon
74
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$781K 0.11%
1,371
-18
-1% -$9.92K
IWM icon
75
iShares Russell 2000 ETF
IWM
$83B
$704K 0.1%
3,185
– –
1 2
3
4 5

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McGuire Investment Group's Q3 2024 Portfolio in Review

As of Q3 2024, McGuire Investment Group held 116 positions worth $710M, up 1.8% from $697M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

McGuire Investment Group's Q3 2024 filing shows 3 new, 44 increased, 52 reduced and 3 closed positions. Its largest new stake was Direxion Daily Small Cap Bull 3x ETF: 9,075 shares worth $402K. The largest sale was NVIDIA, an estimated $1.23M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, down from 38% a quarter earlier, followed by Healthcare and Financials.

  • McGuire Investment Group's largest Q3 2024 buy was Direxion Daily Small Cap Bull 3x ETF: 9,075 shares worth $402K.
  • McGuire Investment Group added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2024, an estimated $8.55M increase.
  • McGuire Investment Group's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $1.23M.
  • McGuire Investment Group fully exited CATALENT, INC. in Q3 2024, selling an estimated $240K.
  • McGuire Investment Group's ten largest holdings make up 39% of its $710M portfolio in Q3 2024.
  • McGuire Investment Group opened 3 new positions and closed 3 in Q3 2024.
  • McGuire Investment Group's portfolio value rose 1.8% quarter-over-quarter to $710M.

Based on McGuire Investment Group's 13F filing for Q3 2024, filed 10 Oct 2024.