|
⚲
|
| Keyboard |
| McGuire Investment Group LLC
✚
|
|
|---|---|
| CRD # | 296271 |
| SEC # | 801-113698 |
| CIK # | 0001756959 |
| AUM | 1,061.1 M (2026-03-04) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 401-364-5000 |
| Address | 105 Main Street Wakefield, RI 02879 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 60.2 | ||
| Lam Research Corp | 39.7 | ||
| Applied Materials Inc /DE | 37.1 | ||
| Advanced Micro Devices Inc | 36.2 | ||
| Palantir Technologies Inc | 30.2 | ||
| Apple Inc | 29.6 | ||
| CBOE Holdings Inc | 25.8 | ||
| Analog Devices Inc | 24.0 | ||
| ASML Holding NV | 19.3 | ||
| Stryker Corp | 19.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 57.0 |
| (b) Individuals (high net worth individuals) | 175 | 977.4 |
| (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 | 17.5 |
| (h) Charitable organizations | 5 | 6.8 |
| (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 | 7 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 839 | 1,061.1 |
| By Discretionary | ||
| Discretionary | 839 | 1,061.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 839 | 1,061.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,061.1 | |
| Total | 839 | 1,061.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001756959] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Spectrum Investment Advisors Inc
✚
|
WI | 1,064.6 M |
|
ISTO Advisors LLC
✚
|
MI | 1,064.5 M |
|
Uptick Partners LLC
✚
|
TX | 1,063.2 M |
|
Schnieders Capital Management LLC
✚
|
CA | 1,061.8 M |
|
Talon LLC
✚
|
PR | 1,060.3 M |
|
Evelyn Partners Asset Management Limited
✚
|
1,059.4 M | |
|
Fourpath Capital Management LLC
✚
|
OK | 1,058.7 M |
|
GIA Partners LLC
✚
|
NY | 1,058.6 M |
|
Clearview Financial Partners LLC
✚
|
PA | 1,058.2 M |
|
BRIO Consultants LLC
✚
|
CA | 1,058.0 M |