$519 Million is the total value of McGuire Investment Group, LLC's 116 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $920,096 | -3.6% | 2,343 | 0.0% | 0.18% | -0.6% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $647,059 | -4.7% | 1,417 | 0.0% | 0.12% | -0.8% | |
| IWM | ISHARES TRrussell 2000 etf | $562,917 | -5.6% | 3,185 | 0.0% | 0.11% | -1.8% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $473,845 | -13.0% | 3,040 | 0.0% | 0.09% | -10.8% | |
| SPSM | SPDR SER TRportfolio s&p600 | $419,073 | -5.0% | 11,357 | 0.0% | 0.08% | -1.2% | |
| PG | PROCTER AND GAMBLE CO | $421,973 | -3.9% | 2,893 | 0.0% | 0.08% | -1.2% | |
| FLOT | ISHARES TRfltg rate nt etf | $356,077 | +0.1% | 6,997 | 0.0% | 0.07% | +4.5% | |
| PEP | PEPSICO INC | $357,349 | -8.5% | 2,109 | 0.0% | 0.07% | -5.5% | |
| FLRN | SPDR SER TRbloomberg invt | $355,860 | +0.1% | 11,584 | 0.0% | 0.07% | +4.5% | |
| NOC | NORTHROP GRUMMAN CORP | $348,630 | -3.4% | 792 | 0.0% | 0.07% | 0.0% | |
| AVGO | BROADCOM INC | $314,790 | -4.2% | 379 | 0.0% | 0.06% | 0.0% | |
| ADBE | ADOBE INC | $298,801 | +4.3% | 586 | 0.0% | 0.06% | +9.4% | |
| LOW | LOWES COS INC | $249,824 | -7.9% | 1,202 | 0.0% | 0.05% | -5.9% | |
| ABBV | ABBVIE INC | $242,073 | +10.6% | 1,624 | 0.0% | 0.05% | +14.6% | |
| LABU | DIREXION SHS ETF TRsp biotch bl new | $241,158 | -35.6% | 63,296 | 0.0% | 0.05% | -34.3% | |
| ROM | PROSHARES TR | $235,080 | -13.0% | 6,000 | 0.0% | 0.04% | -10.0% | |
| GOOG | ALPHABET INCcap stk cl c | $234,034 | +9.0% | 1,775 | 0.0% | 0.04% | +12.5% | |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $223,947 | -37.2% | 26,820 | 0.0% | 0.04% | -34.8% | |
| SOFI | SOFI TECHNOLOGIES INC | $204,944 | -4.2% | 25,650 | 0.0% | 0.04% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $205,694 | -9.5% | 3,800 | 0.0% | 0.04% | -4.8% | |
| NDAQ | NASDAQ INC | $204,078 | -2.5% | 4,200 | 0.0% | 0.04% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $200,016 | +4.4% | 12,501 | 0.0% | 0.04% | +8.3% | |
| T | AT&T INC | $164,739 | -5.8% | 10,968 | 0.0% | 0.03% | -3.0% | |
| MATTERPORT INC | $47,740 | -31.1% | 22,000 | 0.0% | 0.01% | -30.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| QUALCOMM INC | 21 | Q3 2023 | 6.4% |
| APPLE INC | 21 | Q3 2023 | 5.4% |
| IQVIA HLDGS INC | 21 | Q3 2023 | 4.3% |
| LAM RESEARCH CORP | 21 | Q3 2023 | 5.0% |
| STRYKER CORPORATION | 21 | Q3 2023 | 4.3% |
| SPDR SER TR | 21 | Q3 2023 | 4.4% |
| THERMO FISHER SCIENTIFIC INC | 21 | Q3 2023 | 4.0% |
| APPLIED MATLS INC | 21 | Q3 2023 | 4.5% |
| ANALOG DEVICES INC | 21 | Q3 2023 | 3.6% |
| CBOE GLOBAL MKTS INC | 21 | Q3 2023 | 4.3% |
View McGuire Investment Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-15 |
| 13F-HR/A | 2022-04-25 |
| 13F-HR | 2022-04-14 |
View McGuire Investment Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.