Portfolio (Quarterly)
Guide ↗
McGuire Investment Group, LLC
· CIK 0001756959| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | FDX | FEDEX CORP | Industrials | 3,390.0 | $1.1M | 0.09% | NEW | — | $313.13 | +6.5% |
| 82 | VO | VANGUARD INDEX FDS | — | 12,295.0 | $991K | 0.09% | NEW | — | $80.57 | +3.9% |
| 83 | IWM | ISHARES TR | — | 3,185.0 | $957K | 0.08% | NEW | — | $300.45 | +0.5% |
| 84 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 1,354.0 | $952K | 0.08% | NEW | — | $703.34 | +0.7% |
| 85 | XBI | SPDR SERIES TRUST | — | 5,618.0 | $889K | 0.08% | NEW | — | $158.25 | +0.4% |
| 86 | PSI | INVESCO EXCHANGE TRADED FD T | — | 4,698.0 | $882K | 0.08% | NEW | — | $187.82 | -21.9% |
| 87 | VFH | VANGUARD WORLD FD | — | 6,253.0 | $823K | 0.07% | NEW | — | $131.60 | +7.9% |
| 88 | VB | VANGUARD INDEX FDS | — | 2,710.0 | $821K | 0.07% | NEW | — | $303.12 | +0.8% |
| 89 | VHT | VANGUARD WORLD FD | — | 2,736.0 | $818K | 0.07% | NEW | — | $299.01 | +6.6% |
| 90 | PSCH | INVESCO EXCH TRADED FD TR II | — | 15,281.0 | $800K | 0.07% | NEW | — | $52.37 | +6.0% |
| 91 | GOOG | ALPHABET INC | Communication Services | 2,065.0 | $730K | 0.06% | NEW | — | $353.33 | -3.7% |
| 92 | XLP | SELECT SECTOR SPDR TR | — | 8,760.0 | $728K | 0.06% | NEW | — | $83.07 | +3.2% |
| 93 | ROM | PROSHARES TR | — | 4,600.0 | $714K | 0.06% | NEW | — | $155.20 | -7.0% |
| 94 | IWO | ISHARES TR | — | 1,768.0 | $697K | 0.06% | NEW | — | $393.96 | -0.9% |
| 95 | MRVL | MARVELL TECHNOLOGY INC | Technology | 2,300.0 | $685K | 0.06% | NEW | — | $297.89 | -27.3% |
| 96 | VBK | VANGUARD INDEX FDS | — | 1,846.0 | $675K | 0.06% | NEW | — | $365.70 | -1.3% |
| 97 | SPSM | SPDR SERIES TRUST | — | 11,357.0 | $655K | 0.06% | NEW | — | $57.67 | +0.3% |
| 98 | TSLA | TESLA INC | Consumer Cyclical | 1,554.0 | $654K | 0.06% | NEW | — | $420.60 | -20.1% |
| 99 | V | VISA INC | Financial Services | 1,850.0 | $635K | 0.06% | NEW | — | $343.09 | +6.2% |
| 100 | DIA | STATE STR SPDR DOW JONES IND | Financial Services | 1,175.0 | $614K | 0.05% | NEW | — | $522.17 | +2.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
60.1%
Industrials
10.7%
Financial Services
10.4%
Healthcare
9.5%
Consumer Defensive
3.7%
Communication Services
2.7%
Consumer Cyclical
2.1%
Utilities
0.8%
Real Estate
0.0%
Basic Materials
0.0%