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| McGuire Investment Group LLC
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| |
|---|---|
| CRD # | 296271 |
| SEC # | 801-113698 |
| CIK # | 0001756959 |
| AUM | $707.6 MM (2024-02-21) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 401-364-5000 |
| Address | 105 Main Street Wakefield, RI 02879 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 49.2 | |
| AMD | 131,458.5 | 36.6 | |
| LRCX | 60,793.2 | 31.9 | |
| QCOM | 147,392.0 | 30.0 | |
| AMAT | 82,662.4 | 29.3 | |
| AAPL | 2,382,844.0 | 24.7 | |
| MSFT | 1,918,222.4 | 22.1 | |
| SYK | 74,798.9 | 19.3 | |
| ADI | 77,186.0 | 19.0 | |
| MEDP | 4,773.9 | 18.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 123 | 49.1 |
| (b) Individuals (high net worth individuals) | 154 | 634.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 12.3 |
| (h) Charitable organizations | 5 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 774 | 707.6 |
| By Discretionary | ||
| Discretionary | 774 | 707.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 774 | 707.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 707.6 | |
| Total | 774 | 707.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001756959] |
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|---|---|---|
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Porter White Investment Advisors Inc
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Atyant Capital Management Limited
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0.7 | |
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