We are live on ! Find out more
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
VB icon
76
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$605K 0.09%
2,516
-1,760
-41% -$433K
V icon
77
Visa
V
$677B
$585K 0.08%
1,850
– –
GNOM icon
78
Global X Genomics & Biotechnology ETF
GNOM
$85.2M
$564K 0.08%
14,527
+485
+3% +$20.4K
SOFI icon
79
SoFi Technologies
SOFI
$23.7B
$554K 0.08%
35,950
– –
SPSM icon
80
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$510K 0.07%
11,357
– –
VO icon
81
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$502K 0.07%
7,600
+332
+5% +$22.5K
VBK icon
82
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$459K 0.07%
1,638
+97
+6% +$27.4K
MRVL icon
83
Marvell Technology
MRVL
$196B
$456K 0.07%
4,125
-125
-3% -$11.6K
PG icon
84
Procter & Gamble
PG
$339B
$450K 0.07%
2,687
– –
IWO icon
85
iShares Russell 2000 Growth ETF
IWO
$15.1B
$448K 0.06%
1,555
+84
+6% +$24.8K
TNA icon
86
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.46B
$439K 0.06%
10,475
+1,400
+15% +$66.5K
META icon
87
Meta Platforms (Facebook)
META
$1.51T
$422K 0.06%
721
– –
LABU icon
88
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$603M
$406K 0.06%
4,513
-120
-3% -$14.1K
GOOG icon
89
Alphabet (Google) Class C
GOOG
$4.32T
$399K 0.06%
2,095
-30
-1% -$5.29K
VLTO icon
90
Veralto
VLTO
$24B
$371K 0.05%
3,641
-898
-20% -$95.7K
SBIO icon
91
ALPS Medical Breakthroughs ETF
SBIO
$215M
$341K 0.05%
10,310
+2,260
+28% +$85.3K
ITOT icon
92
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$340K 0.05%
2,643
+65
+3% +$8.42K
ROM icon
93
ProShares Ultra Technology
ROM
$1.29B
$333K 0.05%
4,776
– –
XLB icon
94
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$327K 0.05%
7,766
+454
+6% +$21K
NDAQ icon
95
Nasdaq
NDAQ
$52.9B
$325K 0.05%
4,200
– –
UPS icon
96
United Parcel Service
UPS
$88.9B
$322K 0.05%
2,554
-8
-0.3% -$1.05K
AI icon
97
C3.ai
AI
$1.59B
$316K 0.05%
+9,166
New +$285K
RKLB icon
98
Rocket Lab Corp
RKLB
$51.8B
$310K 0.04%
+12,188
New +$214K
ARKG icon
99
ARK Genomic Revolution ETF
ARKG
$1.73B
$274K 0.04%
11,620
-5,946
-34% -$146K
PSI icon
100
Invesco Semiconductors ETF
PSI
$2.5B
$272K 0.04%
4,698
-169
-3% -$9.69K
1 2 3
4
5

Similar funds

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
SL
SWF LLC Omaha, Nebraska $1.15B AUM 6.36% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
HMCP
Hook Mill Capital Partners New York $1.13B AUM 31.32% 1-Year Est. Return
OHIF
Oriental Harbor Investment Fund Hong Kong $1.13B AUM 70.63% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return

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.