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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
+1.6%
1 Year Est. Return
+79.59%
3 Year Est. Return
+184.19%
5 Year Est. Return
+218.18%
10 Year Est. Return
–
AUM
$693M
AUM Growth
-$17.5M
Cap. Flow
-$7.46M
Cap. Flow %
-1.08%
Top 10 Hldgs %
38.33%
Holding
119
New
6
Increased
44
Reduced
43
Closed
10

Top Buys

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$3.22M
2
TSLA icon
Tesla
TSLA
+$512K
3
AI icon
C3.ai
AI
+$285K
4
RKLB icon
Rocket Lab Corp
RKLB
+$214K
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$209K

Top Sells

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$2.84M
2
CRSP icon
CRISPR Therapeutics
CRSP
+$2.72M
3
NTLA icon
Intellia Therapeutics
NTLA
+$1.47M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.06M
5
IYT icon
iShares US Transportation ETF
IYT
+$590K

Sector Composition

Rank Sector Weight
1 Technology 34.69%
2 Healthcare 14.18%
3 Financials 8.88%
4 Industrials 7.05%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XYZ
51
Block Inc
XYZ
$47.5B
$2.76M 0.4%
32,497
+6
+0% +$492
IYT icon
52
iShares US Transportation ETF
IYT
$2.29B
$2.75M 0.4%
40,665
-8,349
-17% -$590K
VRTX icon
53
Vertex Pharmaceuticals
VRTX
$126B
$2.42M 0.35%
6,009
-10
-0.2% -$4.63K
XLV icon
54
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$2.23M 0.32%
16,232
+259
+2% +$37.9K
LHX icon
55
L3Harris
LHX
$53.4B
$2.09M 0.3%
9,920
– –
XLK icon
56
State Street Technology Select Sector SPDR ETF
XLK
$124B
$1.74M 0.25%
14,962
-120
-0.8% -$14K
XLF icon
57
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$1.68M 0.24%
34,731
+699
+2% +$33.8K
RSPT icon
58
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.87B
$1.64M 0.24%
43,769
– –
IVV icon
59
iShares Core S&P 500 ETF
IVV
$902B
$1.54M 0.22%
2,615
-10
-0.4% -$5.92K
VGT icon
60
Vanguard Information Technology ETF
VGT
$149B
$1.53M 0.22%
19,712
+744
+4% +$57.1K
XLI icon
61
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$1.5M 0.22%
11,385
+244
+2% +$33.6K
VOO icon
62
Vanguard S&P 500 ETF
VOO
$1.01T
$1.26M 0.18%
2,343
– –
SPY icon
63
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$1.24M 0.18%
2,121
– –
FDX icon
64
FedEx
FDX
$75.4B
$1.18M 0.17%
4,198
-45
-1% -$12.6K
ITA icon
65
iShares US Aerospace & Defense ETF
ITA
$14.7B
$1.09M 0.16%
7,502
-1,668
-18% -$251K
GLD icon
66
SPDR Gold Trust
GLD
$141B
$907K 0.13%
3,747
-77
-2% -$18.9K
MDY icon
67
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$781K 0.11%
1,371
– –
PSCH icon
68
Invesco S&P SmallCap Health Care ETF
PSCH
$168M
$779K 0.11%
17,592
-8,854
-33% -$404K
IWM icon
69
iShares Russell 2000 ETF
IWM
$83B
$704K 0.1%
3,185
– –
VFH icon
70
Vanguard Financials ETF
VFH
$13.6B
$649K 0.09%
5,499
+321
+6% +$38K
TSLA icon
71
Tesla
TSLA
$1.3T
$642K 0.09%
+1,590
New +$512K
PSCT icon
72
Invesco S&P SmallCap Information Technology ETF
PSCT
$520M
$628K 0.09%
13,163
-631
-5% -$30.7K
VHT icon
73
Vanguard Health Care ETF
VHT
$18.6B
$618K 0.09%
2,435
+142
+6% +$38.3K
XLP icon
74
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$614K 0.09%
7,805
+459
+6% +$37.3K
PYPL icon
75
PayPal
PYPL
$50.5B
$611K 0.09%
7,154
-4,323
-38% -$363K
1 2
3
4 5

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McGuire Investment Group's Q4 2024 Portfolio in Review

As of Q4 2024, McGuire Investment Group held 119 positions worth $693M, down 2.5% from $710M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

McGuire Investment Group's Q4 2024 filing shows 6 new, 44 increased, 43 reduced and 10 closed positions. Its largest new stake was Tesla: 1,590 shares worth $642K. The largest sale was Microchip Technology, an estimated $2.84M.

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

  • McGuire Investment Group's largest Q4 2024 buy was Tesla: 1,590 shares worth $642K.
  • McGuire Investment Group added most to Palantir in Q4 2024, an estimated $3.22M increase.
  • McGuire Investment Group's biggest Q4 2024 reduction was iShares US Transportation ETF, cutting an estimated $590K.
  • McGuire Investment Group fully exited Microchip Technology in Q4 2024, selling an estimated $2.84M.
  • McGuire Investment Group's ten largest holdings make up 38% of its $693M portfolio in Q4 2024.
  • McGuire Investment Group opened 6 new positions and closed 10 in Q4 2024.
  • McGuire Investment Group's portfolio value fell 2.5% quarter-over-quarter to $693M.

Based on McGuire Investment Group's 13F filing for Q4 2024, filed 21 Jan 2025.