Portfolio (Quarterly)
Guide ↗
McGuire Investment Group, LLC
· CIK 0001756959| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | VRT | VERTIV HOLDINGS CO | Industrials | 1,688.0 | $565K | 0.05% | NEW | — | $334.82 | -18.5% |
| 102 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 28,318.0 | $508K | 0.04% | NEW | — | $17.93 | +0.3% |
| 103 | ITOT | ISHARES TR | — | 3,071.0 | $504K | 0.04% | NEW | — | $164.27 | +2.6% |
| 104 | SBIO | ALPS ETF TR | — | 7,550.0 | $488K | 0.04% | NEW | — | $64.65 | +5.5% |
| 105 | META | META PLATFORMS INC | Communication Services | 859.0 | $484K | 0.04% | NEW | — | $563.29 | -2.0% |
| 106 | CSCO | CISCO SYS INC | Technology | 3,946.0 | $463K | 0.04% | NEW | — | $117.46 | -5.6% |
| 107 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,687.0 | $394K | 0.04% | NEW | — | $146.64 | -2.0% |
| 108 | LLY | ELI LILLY & CO | Healthcare | 315.0 | $378K | 0.03% | NEW | — | $1199.43 | +1.4% |
| 109 | INFQ | INFLEQTION INC | Technology | 26,825.0 | $357K | 0.03% | NEW | — | $13.32 | -3.8% |
| 110 | QQEW | FIRST TR EXCHANGE-TRADED FD | — | 2,150.0 | $343K | 0.03% | NEW | — | $159.60 | +2.8% |
| 111 | TNA | DIREXION SHARES ETF TRUST | — | 4,525.0 | $340K | 0.03% | NEW | — | $75.11 | -1.2% |
| 112 | HOOD | ROBINHOOD MKTS INC | Financial Services | 3,357.0 | $337K | 0.03% | NEW | — | $100.28 | -7.3% |
| 113 | NDAQ | NASDAQ INC | Financial Services | 4,200.0 | $331K | 0.03% | NEW | — | $78.82 | +23.6% |
| 114 | XLB | SELECT SECTOR SPDR TR | — | 6,019.0 | $306K | 0.03% | NEW | — | $50.83 | +1.9% |
| 115 | QNC | QUANTUM EMOTION CORP | Technology | 97,272.0 | $303K | 0.03% | NEW | — | $3.12 | -31.9% |
| 116 | GH | GUARDANT HEALTH INC | Healthcare | 2,000.0 | $300K | 0.03% | NEW | — | $150.03 | +7.4% |
| 117 | — | CEREBRAS SYSTEMS INC | — | 1,320.0 | $292K | 0.03% | NEW | — | $221.00 | — |
| 118 | OEF | ISHARES TR | — | 789.0 | $289K | 0.03% | NEW | — | $365.87 | +3.5% |
| 119 | IBDT | ISHARES TR | — | 11,158.0 | $282K | 0.03% | NEW | — | $25.25 | -0.3% |
| 120 | GD | GENERAL DYNAMICS CORP | Industrials | 795.0 | $282K | 0.03% | NEW | — | $354.24 | +11.4% |
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%