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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
-4.13%
1 Year Est. Return
+79.59%
3 Year Est. Return
+184.19%
5 Year Est. Return
+218.18%
10 Year Est. Return
–
AUM
$673M
AUM Growth
-$19.7M
Cap. Flow
+$16.5M
Cap. Flow %
2.45%
Top 10 Hldgs %
38.71%
Holding
114
New
5
Increased
56
Reduced
30
Closed
3

Top Buys

Rank Stock Value
1
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.45M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$5.45M
3
GLD icon
SPDR Gold Trust
GLD
+$3.55M
4
RKLB icon
Rocket Lab Corp
RKLB
+$2.16M
5
IONQ icon
IonQ
IONQ
+$2.06M

Top Sells

Rank Stock Value
1
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$6.11M
2
XYZ
Block Inc
XYZ
+$2.76M
3
IQV icon
IQVIA
IQV
+$1.27M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.03M
5
PLTR icon
Palantir
PLTR
+$448K

Sector Composition

Rank Sector Weight
1 Technology 32.64%
2 Healthcare 14.21%
3 Financials 9.64%
4 Industrials 7.44%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
76
iShares Russell 2000 ETF
IWM
$81.9B
$635K 0.09%
3,185
– –
VB icon
77
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$576K 0.09%
2,596
+80
+3% +$19.1K
PSCT icon
78
Invesco S&P SmallCap Information Technology ETF
PSCT
$517M
$505K 0.08%
12,607
-556
-4% -$25.3K
XLB icon
79
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$468K 0.07%
10,880
+3,114
+40% +$136K
SPSM icon
80
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$463K 0.07%
11,357
– –
PG icon
81
Procter & Gamble
PG
$339B
$458K 0.07%
2,687
– –
PYPL icon
82
PayPal
PYPL
$50.5B
$445K 0.07%
6,824
-330
-5% -$25.7K
DIA icon
83
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.5B
$441K 0.07%
+1,051
New +$455K
VBK icon
84
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$436K 0.06%
1,733
+95
+6% +$26.3K
TSLA icon
85
Tesla
TSLA
$1.3T
$428K 0.06%
1,650
+60
+4% +$20K
IWO icon
86
iShares Russell 2000 Growth ETF
IWO
$15B
$424K 0.06%
1,658
+103
+7% +$29.1K
SOFI icon
87
SoFi Technologies
SOFI
$23.7B
$418K 0.06%
35,950
– –
ARKG icon
88
ARK Genomic Revolution ETF
ARKG
$1.73B
$416K 0.06%
20,052
+8,432
+73% +$212K
META icon
89
Meta Platforms (Facebook)
META
$1.51T
$416K 0.06%
721
– –
GOOG icon
90
Alphabet (Google) Class C
GOOG
$4.32T
$327K 0.05%
2,095
– –
ITOT icon
91
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$325K 0.05%
2,666
+23
+0.9% +$2.96K
VLTO icon
92
Veralto
VLTO
$24B
$322K 0.05%
3,303
-338
-9% -$33.7K
NDAQ icon
93
Nasdaq
NDAQ
$52.9B
$319K 0.05%
4,200
– –
TNA icon
94
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.47B
$277K 0.04%
9,475
-1,000
-10% -$38.9K
UPS icon
95
United Parcel Service
UPS
$88.9B
$274K 0.04%
2,494
-60
-2% -$7.17K
QQEW icon
96
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.82B
$260K 0.04%
2,150
– –
KLAC icon
97
KLA
KLAC
$259B
$258K 0.04%
3,800
– –
ROM icon
98
ProShares Ultra Technology
ROM
$1.29B
$255K 0.04%
4,776
– –
MRVL icon
99
Marvell Technology
MRVL
$196B
$254K 0.04%
4,125
– –
CSCO icon
100
Cisco
CSCO
$479B
$244K 0.04%
3,946
– –
1 2 3
4
5

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McGuire Investment Group's Q1 2025 Portfolio in Review

As of Q1 2025, McGuire Investment Group held 114 positions worth $673M, down 2.8% from $693M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

McGuire Investment Group's Q1 2025 filing shows 5 new, 56 increased, 30 reduced and 3 closed positions. Its largest new stake was State Street SPDR Dow Jones Industrial Average ETF Trust: 1,051 shares worth $441K. The largest sale was State Street SPDR S&P Biotech ETF, an estimated $6.11M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Healthcare and Financials.

  • McGuire Investment Group's largest Q1 2025 buy was State Street SPDR Dow Jones Industrial Average ETF Trust: 1,051 shares worth $441K.
  • McGuire Investment Group added most to WisdomTree Floating Rate Treasury Fund in Q1 2025, an estimated $5.45M increase.
  • McGuire Investment Group's biggest Q1 2025 reduction was State Street SPDR S&P Biotech ETF, cutting an estimated $6.11M.
  • McGuire Investment Group fully exited Block Inc in Q1 2025, selling an estimated $2.76M.
  • McGuire Investment Group's ten largest holdings make up 39% of its $673M portfolio in Q1 2025.
  • McGuire Investment Group opened 5 new positions and closed 3 in Q1 2025.
  • McGuire Investment Group's portfolio value fell 2.8% quarter-over-quarter to $673M.

Based on McGuire Investment Group's 13F filing for Q1 2025, filed 25 Apr 2025.