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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
NVDA icon
1
NVIDIA
NVDA
$5.3T
$52.2M 7.54%
388,804
+1,117
+0.3% +$154K
AAPL icon
2
Apple
AAPL
$4.56T
$28.8M 4.15%
114,880
-35
-0% -$8.25K
BIL icon
3
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$26.5M 3.83%
290,162
-582
-0.2% -$53.3K
USFR icon
4
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$26.5M 3.83%
526,626
-231
-0% -$11.6K
AMD icon
5
Advanced Micro Devices
AMD
$799B
$26.4M 3.81%
218,404
-3,601
-2% -$518K
QCOM icon
6
Qualcomm
QCOM
$168B
$23M 3.33%
150,013
-1,066
-0.7% -$175K
LRCX icon
7
Lam Research
LRCX
$383B
$21.3M 3.07%
294,488
-22
-0% -$1.67K
SYK icon
8
Stryker
SYK
$129B
$20.6M 2.97%
57,081
+7
+0% +$2.59K
MSFT icon
9
Microsoft
MSFT
$3.71T
$20.3M 2.94%
48,240
+9
+0% +$3.83K
AMAT icon
10
Applied Materials
AMAT
$419B
$19.9M 2.88%
122,449
-483
-0.4% -$87.5K
CBOE icon
11
Cboe Global Markets
CBOE
$30.2B
$18.5M 2.67%
94,809
+111
+0.1% +$22.9K
COST icon
12
Costco
COST
$421B
$18.1M 2.61%
19,707
+7
+0% +$6.5K
ADI icon
13
Analog Devices
ADI
$184B
$17.9M 2.58%
84,224
-11
-0% -$2.43K
TMO icon
14
Thermo Fisher Scientific
TMO
$214B
$16.9M 2.44%
32,432
+79
+0.2% +$43.4K
XBI icon
15
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$16.9M 2.44%
187,308
-3,164
-2% -$307K
PLTR icon
16
Palantir
PLTR
$375B
$16.1M 2.32%
212,742
+55,330
+35% +$3.22M
MEDP icon
17
Medpace
MEDP
$16.3B
$14.8M 2.14%
44,665
+472
+1% +$160K
WMT icon
18
Walmart Inc
WMT
$892B
$13.8M 1.99%
152,286
+1,036
+0.7% +$89.9K
XSW icon
19
State Street SPDR S&P Software & Services ETF
XSW
$471M
$12.5M 1.8%
65,908
+9
+0% +$1.63K
ISRG icon
20
Intuitive Surgical
ISRG
$132B
$12.2M 1.77%
23,440
+46
+0.2% +$24K
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$4.38T
$11.7M 1.7%
62,027
-2
-0% -$350
IJR icon
22
iShares Core S&P Small-Cap ETF
IJR
$111B
$11.7M 1.69%
101,691
-575
-0.6% -$68.7K
IQV icon
23
IQVIA
IQV
$38.3B
$11.7M 1.69%
59,413
-115
-0.2% -$24.3K
AMZN icon
24
Amazon
AMZN
$2.94T
$11.3M 1.63%
51,410
+652
+1% +$133K
BLK icon
25
Blackrock
BLK
$175B
$11.1M 1.6%
10,812
+21
+0.2% +$21.3K
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.