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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
+14.77%
1 Year Est. Return
+79.59%
3 Year Est. Return
+184.19%
5 Year Est. Return
+218.18%
10 Year Est. Return
–
AUM
$685M
AUM Growth
+$85.2M
Cap. Flow
+$8.39M
Cap. Flow %
1.23%
Top 10 Hldgs %
39.48%
Holding
122
New
7
Increased
48
Reduced
44
Closed
6

Top Buys

Rank Stock Value
1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$9.82M
2
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$5.95M
3
GNMA icon
iShares GNMA Bond ETF
GNMA
+$4.97M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.96M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.71M

Top Sells

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.15M
2
NVDA icon
NVIDIA
NVDA
+$4.77M
3
AMD icon
Advanced Micro Devices
AMD
+$4.65M
4
AMAT icon
Applied Materials
AMAT
+$3.01M
5
IQV icon
IQVIA
IQV
+$2.8M

Sector Composition

Rank Sector Weight
1 Technology 36.4%
2 Healthcare 18.33%
3 Financials 8.07%
4 Industrials 6.87%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLD icon
76
SPDR Gold Trust
GLD
$141B
$765K 0.11%
3,718
+80
+2% +$15.4K
IWM icon
77
iShares Russell 2000 ETF
IWM
$83B
$670K 0.1%
3,185
– –
GNOM icon
78
Global X Genomics & Biotechnology ETF
GNOM
$85.2M
$667K 0.1%
14,663
+924
+7% +$42.1K
PSCT icon
79
Invesco S&P SmallCap Information Technology ETF
PSCT
$520M
$635K 0.09%
13,694
-18,294
-57% -$849K
ARKG icon
80
ARK Genomic Revolution ETF
ARKG
$1.73B
$620K 0.09%
21,558
+1,000
+5% +$30.1K
LABU icon
81
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$603M
$610K 0.09%
4,594
+470
+11% +$61.3K
VHT icon
82
Vanguard Health Care ETF
VHT
$18.6B
$597K 0.09%
2,208
+275
+14% +$72.2K
XLP icon
83
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$541K 0.08%
7,085
+896
+14% +$66.3K
V icon
84
Visa
V
$677B
$516K 0.08%
1,850
-31
-2% -$8.56K
VFH icon
85
Vanguard Financials ETF
VFH
$13.6B
$511K 0.07%
4,991
+623
+14% +$59.8K
SOXL icon
86
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$23.8B
$509K 0.07%
10,929
-675
-6% -$25.9K
SPSM icon
87
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$489K 0.07%
11,357
– –
VLTO icon
88
Veralto
VLTO
$24B
$451K 0.07%
5,083
-4,864
-49% -$403K
VO icon
89
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$443K 0.06%
7,084
+648
+10% +$38.3K
PG icon
90
Procter & Gamble
PG
$339B
$415K 0.06%
2,555
+5
+0.2% +$784
UPS icon
91
United Parcel Service
UPS
$88.9B
$394K 0.06%
2,654
-108
-4% -$16.4K
IBM icon
92
IBM
IBM
$224B
$389K 0.06%
2,036
-367
-15% -$67K
VBK icon
93
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$387K 0.06%
1,484
+188
+15% +$46.2K
IWO icon
94
iShares Russell 2000 Growth ETF
IWO
$15.1B
$384K 0.06%
1,418
+182
+15% +$46.5K
NOC icon
95
Northrop Grumman
NOC
$81.2B
$379K 0.06%
792
– –
PEP icon
96
PepsiCo
PEP
$190B
$369K 0.05%
2,109
– –
XLB icon
97
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$327K 0.05%
7,048
+868
+14% +$37.3K
META icon
98
Meta Platforms (Facebook)
META
$1.51T
$323K 0.05%
665
-24
-3% -$10.7K
PSI icon
99
Invesco Semiconductors ETF
PSI
$2.5B
$311K 0.05%
5,520
– –
CVS icon
100
CVS Health
CVS
$122B
$309K 0.05%
3,875
-269
-6% -$20.5K
1 2 3
4
5

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McGuire Investment Group's Q1 2024 Portfolio in Review

As of Q1 2024, McGuire Investment Group held 122 positions worth $685M, up 14% from $599M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

McGuire Investment Group's Q1 2024 filing shows 7 new, 48 increased, 44 reduced and 6 closed positions. Its largest new stake was iShares iBonds Dec 2025 Term Treasury ETF: 255,859 shares worth $5.94M. The largest sale was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $8.15M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 36% a quarter earlier, followed by Healthcare and Financials.

  • McGuire Investment Group's largest Q1 2024 buy was iShares iBonds Dec 2025 Term Treasury ETF: 255,859 shares worth $5.94M.
  • McGuire Investment Group added most to WisdomTree Floating Rate Treasury Fund in Q1 2024, an estimated $9.82M increase.
  • McGuire Investment Group's biggest Q1 2024 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $8.15M.
  • McGuire Investment Group fully exited Pacific Biosciences in Q1 2024, selling an estimated $348K.
  • McGuire Investment Group's ten largest holdings make up 39% of its $685M portfolio in Q1 2024.
  • McGuire Investment Group opened 7 new positions and closed 6 in Q1 2024.
  • McGuire Investment Group's portfolio value rose 14% quarter-over-quarter to $685M.

Based on McGuire Investment Group's 13F filing for Q1 2024, filed 26 Apr 2024.