Portfolio (Quarterly)
Guide ↗
MCGUIRE CAPITAL ADVISORS INC
· CIK 0002112006| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | SPDW | SPDR INDEX SHS FDS | — | 1,133.0 | $57K | 0.03% | +812.0 | +253.0% | $50.39 | +2.9% |
| 82 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 130.0 | $52K | 0.03% | +28.0 | +27.4% | $397.68 | -6.3% |
| 83 | NEE | NEXTERA ENERGY INC | Utilities | 582.0 | $51K | 0.03% | +291.0 | +100.0% | $87.77 | -6.8% |
| 84 | ARKX | ARK ETF TR | — | 1,495.0 | $51K | 0.03% | +27.0 | +1.8% | $34.12 | -5.2% |
| 85 | IVV | ISHARES TR | — | 68.0 | $51K | 0.03% | +45.0 | +195.7% | $748.90 | +3.2% |
| 86 | SPYV | SPDR SERIES TRUST | — | 837.0 | $51K | 0.03% | +571.0 | +214.7% | $60.79 | +4.5% |
| 87 | IONQ | IONQ INC | Technology | 915.0 | $49K | 0.03% | +428.0 | +87.9% | $53.26 | -26.4% |
| 88 | TJX | TJX COS INC NEW | Consumer Cyclical | 309.0 | $47K | 0.03% | +74.0 | +31.5% | $151.50 | -10.8% |
| 89 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 113.0 | $47K | 0.03% | +10.0 | +9.7% | $414.28 | -5.1% |
| 90 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 50.0 | $47K | 0.03% | +15.0 | +42.9% | $935.48 | +1.1% |
| 91 | QCOM | QUALCOMM INC | Technology | 248.0 | $46K | 0.03% | +120.0 | +93.8% | $184.66 | -11.1% |
| 92 | AMAT | APPLIED MATLS INC | Technology | 59.0 | $43K | 0.02% | +44.0 | +293.3% | $723.00 | -36.1% |
| 93 | ENB | ENBRIDGE INC | Energy | 784.0 | $43K | 0.02% | +328.0 | +71.9% | $54.21 | -7.4% |
| 94 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 853.0 | $38K | 0.02% | +806.0 | +1714.9% | $45.12 | +15.9% |
| 95 | IGIB | ISHARES TR | — | 697.0 | $37K | 0.02% | +489.0 | +235.1% | $53.17 | -1.8% |
| 96 | SPYG | SPDR SERIES TRUST | — | 301.0 | $36K | 0.02% | +183.0 | +155.1% | $118.99 | +1.9% |
| 97 | LRCX | LAM RESEARCH CORP | Technology | 82.0 | $36K | 0.02% | +12.0 | +17.1% | $433.33 | -30.3% |
| 98 | VO | VANGUARD INDEX FDS | — | 432.0 | $35K | 0.02% | +399.0 | +1209.1% | $80.57 | +2.4% |
| 99 | CCJ | CAMECO CORP | Energy | 337.0 | $34K | 0.02% | +81.0 | +31.6% | $101.86 | -1.8% |
| 100 | VEA | VANGUARD TAX-MANAGED FDS | — | 478.0 | $34K | 0.02% | +167.0 | +53.7% | $71.25 | +2.5% |
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
47.4%
Financial Services
19.7%
Energy
7.2%
Consumer Cyclical
6.6%
Industrials
5.5%
Healthcare
3.5%
Communication Services
2.7%
Consumer Defensive
2.5%
Utilities
2.1%
Real Estate
1.5%