Mcguire-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ADBE",
  "GOOGL",
  "ASML",
  "BLK",
  "CAT",
  "CMI",
  "RXRX",
  "RGTI",
  null,
  null,
  "HON",
  null,
  "QBTS",
  "QCOM",
  "ISRG",
  null,
  null,
  "ITW",
  null,
  "AMAT",
  "META",
  null,
  null,
  null,
  null,
  "IQV",
  "IONQ",
  null,
  null,
  "LHX",
  "LRCX",
  "MRVL",
  "MSFT",
  "MS",
  "NDAQ",
  null,
  null,
  "IJR",
  "KLAC",
  "VHT",
  null,
  "PYPL",
  null,
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "LMT",
  "PG",
  null,
  "AMGN",
  "ROK",
  null,
  null,
  "RTX",
  "GLD",
  null,
  null,
  null,
  "SYK",
  "TMO",
  "UPS",
  "VO",
  "RKLB",
  "SCHW",
  null,
  "IWO",
  "XLB",
  null,
  null,
  "VRTX",
  "MEDP",
  "AMD",
  "AMZN",
  null,
  "VGT",
  "VFH",
  "VBK",
  "VB",
  "VOO",
  "VLTO",
  "V",
  "WMT",
  "SOFI",
  "DIA",
  null,
  null,
  null,
  "FDX",
  null,
  "BBAI",
  "AI",
  "CBOE",
  "CSCO",
  "CME",
  "COST",
  "DHR",
  "ADI",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "JNJ",
  "TSLA",
  null,
  "XLK",
  "ITOT"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 111
Total Value: 672958661
Accession Number: 0001085146-25-002339
Form Type: 13F-HR
CIK: mcguire-investment-group
Manager Name: Mcguire-Investment-Group

Data Enrichment

69% identified

77 identified34 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

111 positions • $673.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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PROCTER & GAMBLE Co

PG|742718109

Shares:2.7K

Value:$457.9K

% of Portfolio:0.1% ($457.9K/$673.0M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:6.8K

Value:$445.2K

% of Portfolio:0.1% ($445.2K/$673.0M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.1K

Value:$441.3K

% of Portfolio:0.1% ($441.3K/$673.0M)

922908595

VBK|922908595

Shares:1.7K

Value:$436.3K

% of Portfolio:0.1% ($436.3K/$673.0M)

Tesla, Inc.

TSLA|88160R101

Shares:1.6K

Value:$427.6K

% of Portfolio:0.1% ($427.6K/$673.0M)

464287648

IWO|464287648

Shares:1.7K

Value:$423.7K

% of Portfolio:0.1% ($423.7K/$673.0M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:36.0K

Value:$418.1K

% of Portfolio:0.1% ($418.1K/$673.0M)

00214Q302

Shares:20.1K

Value:$416.3K

% of Portfolio:0.1% ($416.3K/$673.0M)

Meta Platforms, Inc.

META|30303M102

Shares:721

Value:$415.6K

% of Portfolio:0.1% ($415.6K/$673.0M)

Alphabet Inc.

GOOG|02079K107

Shares:2.1K

Value:$327.3K

% of Portfolio:0.0% ($327.3K/$673.0M)

464287150

ITOT|464287150

Shares:2.7K

Value:$325.3K

% of Portfolio:0.0% ($325.3K/$673.0M)

Veralto Corp

VLTO|92338C103

Shares:3.3K

Value:$321.9K

% of Portfolio:0.0% ($321.9K/$673.0M)

NASDAQ, INC.

NDAQ|631103108

Shares:4.2K

Value:$318.6K

% of Portfolio:0.0% ($318.6K/$673.0M)

25459W847

Shares:9.5K

Value:$277.2K

% of Portfolio:0.0% ($277.2K/$673.0M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.5K

Value:$274.3K

% of Portfolio:0.0% ($274.3K/$673.0M)

337344105

Shares:2.1K

Value:$260.0K

% of Portfolio:0.0% ($260.0K/$673.0M)

KLA CORP

KLAC|482480100

Shares:380

Value:$258.3K

% of Portfolio:0.0% ($258.3K/$673.0M)

74347R693

Shares:4.8K

Value:$255.2K

% of Portfolio:0.0% ($255.2K/$673.0M)

Marvell Technology, Inc.

MRVL|573874104

Shares:4.1K

Value:$254.0K

% of Portfolio:0.0% ($254.0K/$673.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.9K

Value:$243.5K

% of Portfolio:0.0% ($243.5K/$673.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	2.7K	QoQ 0.00% (+0) YoY +5.16% (+132)	All Managers (Combined)	$457.9K	0.1% ($457.9K/$673.0M)	QoQ +1.65% (+$7.4K) YoY +10.46% (+$43.4K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	6.8K	QoQ -4.61% (-330) YoY -59.23% (-9.9K)	All Managers (Combined)	$445.2K	0.1% ($445.2K/$673.0M)	QoQ -27.07% (-$165.3K) YoY -60.29% (-$676.0K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$441.3K	0.1% ($441.3K/$673.0M)	QoQ NEW(+$441.3K) YoY NEW(+$441.3K)
(VBKcusip922908595)	1.7K	QoQ +5.79% (-95) YoY +16.77% (+249)	All Managers (Combined)	$436.3K	0.1% ($436.3K/$673.0M)	QoQ -4.88% (-$22.4K) YoY +12.77% (+$49.4K)
Tesla, Inc.(TSLAcusip88160R101)	1.6K	QoQ +3.77% (-60) YoY NEW(+1.6K)	All Managers (Combined)	$427.6K	0.1% ($427.6K/$673.0M)	QoQ -33.40% (-$214.5K) YoY NEW(+$427.6K)
(IWOcusip464287648)	1.7K	QoQ +6.62% (-103) YoY +16.92% (+240)	All Managers (Combined)	$423.7K	0.1% ($423.7K/$673.0M)	QoQ -5.33% (-$23.9K) YoY +10.33% (+$39.7K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	36.0K	QoQ 0.00% (-0) YoY -10.01% (-4.0K)	All Managers (Combined)	$418.1K	0.1% ($418.1K/$673.0M)	QoQ -24.48% (-$135.5K) YoY +43.36% (-$126.5K)
(cusip00214Q302)✕	20.1K	QoQ +72.56% (+8.4K) YoY -6.98% (-1.5K)	All Managers (Combined)	$416.3K	0.1% ($416.3K/$673.0M)	QoQ +52.15% (+$142.7K) YoY -32.85% (-$203.7K)
Meta Platforms, Inc.(METAcusip30303M102)	721	QoQ 0.00% (-0) YoY +8.42% (+56)	All Managers (Combined)	$415.6K	0.1% ($415.6K/$673.0M)	QoQ -1.56% (-$6.6K) YoY +28.69% (+$92.6K)
Alphabet Inc.(GOOGcusip02079K107)	2.1K	QoQ 0.00% (-0) YoY +35.59% (+550)	All Managers (Combined)	$327.3K	0.0% ($327.3K/$673.0M)	QoQ -17.96% (-$71.7K) YoY +39.13% (+$92.1K)
(ITOTcusip464287150)	2.7K	QoQ +0.87% (-23) YoY +12.77% (+302)	All Managers (Combined)	$325.3K	0.0% ($325.3K/$673.0M)	QoQ -4.31% (-$14.7K) YoY +19.33% (+$52.7K)
Veralto Corp(VLTOcusip92338C103)	3.3K	QoQ -9.28% (-338) YoY -35.01% (-1.8K)	All Managers (Combined)	$321.9K	0.0% ($321.9K/$673.0M)	QoQ -13.20% (-$49.0K) YoY -28.57% (-$128.8K)
NASDAQ, INC.(NDAQcusip631103108)	4.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$318.6K	0.0% ($318.6K/$673.0M)	QoQ -1.87% (-$6.1K) YoY +20.22% (+$53.6K)
(cusip25459W847)✕	9.5K	QoQ -9.54% (-1.0K) YoY NEW(+9.5K)	All Managers (Combined)	$277.2K	0.0% ($277.2K/$673.0M)	QoQ -36.80% (-$161.5K) YoY NEW(+$277.2K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.5K	QoQ -2.34% (-60) YoY -6.02% (-160)	All Managers (Combined)	$274.3K	0.0% ($274.3K/$673.0M)	QoQ -14.82% (-$47.7K) YoY -30.45% (-$120.1K)
(cusip337344105)✕	2.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$260.0K	0.0% ($260.0K/$673.0M)	QoQ -3.22% (-$8.7K) YoY -2.39% (-$6.4K)
KLA CORP(KLACcusip482480100)	380	QoQ 0.00% (+0) YoY NEW(+380)	All Managers (Combined)	$258.3K	0.0% ($258.3K/$673.0M)	QoQ +7.88% (+$18.9K) YoY NEW(+$258.3K)
(cusip74347R693)✕	4.8K	QoQ 0.00% (-0) YoY -4.48% (-224)	All Managers (Combined)	$255.2K	0.0% ($255.2K/$673.0M)	QoQ -23.37% (-$77.8K) YoY -15.97% (-$48.5K)
Marvell Technology, Inc.(MRVLcusip573874104)	4.1K	QoQ 0.00% (-0) YoY -2.94% (-125)	All Managers (Combined)	$254.0K	0.0% ($254.0K/$673.0M)	QoQ -44.25% (-$201.6K) YoY -15.68% (-$47.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.9K	QoQ 0.00% (+0) YoY NEW(+3.9K)	All Managers (Combined)	$243.5K	0.0% ($243.5K/$673.0M)	QoQ +4.24% (+$9.9K) YoY NEW(+$243.5K)