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| McGuire Investment Group LLC
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| CRD # | 296271 |
| SEC # | 801-113698 |
| CIK # | 0001756959 |
| AUM | $819.0 M (2025-03-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 401-364-5000 |
| Address | 105 Main Street Wakefield, RI 02879 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001756959 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 63.3 | ||
| Advanced Micro Devices Inc | 31.8 | ||
| Palantir Technologies Inc | 30.8 | ||
| Lam Research Corp | 28.8 | ||
| Microsoft Corp | 24.3 | ||
| Qualcomm Inc/DE | 24.3 | ||
| Apple Inc | 23.9 | ||
| Stryker Corp | 23.2 | ||
| Applied Materials Inc /DE | 22.9 | ||
| CBOE Holdings Inc | 22.4 | ||
| Analog Devices Inc | 20.9 | ||
| Costco Wholesale Corp /NEW | 19.7 | ||
| Wal Mart Stores Inc | 15.8 | ||
| Thermo Fisher Scientific Inc | 13.7 | ||
| Medpace Holdings Inc | 13.2 | ||
| Intuitive Surgical Inc | 13.1 | ||
| Schwab Charles Corp | 12.2 | ||
| Amazon Com Inc | 12.0 | ||
| CME Group Inc | 12.0 | ||
| Alphabet Inc | 11.9 | ||
| ASML Holding NV | 11.8 | ||
| BlackRock Inc | 11.6 | ||
| Morgan Stanley | 11.4 | ||
| Illinois Tool Works Inc | 10.8 | ||
| Caterpillar Inc | 9.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 57.7 |
| (b) Individuals (high net worth individuals) | 153 | 734.5 |
| (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 | 14.4 |
| (h) Charitable organizations | 5 | 6.0 |
| (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 | 6 | 6.5 |
| (n) Other | 0 | 0.0 |
| Total | 800 | 819.0 |
| By Discretionary | ||
| Discretionary | 800 | 819.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 800 | 819.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 819.0 | |
| Total | 800 | 819.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001756959] |
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|---|---|---|
|
Meg Green & Associates Inc
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FL | 0.8 |
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Riverbend Capital Advisors LLC
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IL | 0.8 |
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William Mack & Associates Inc
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MI | 0.8 |
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Lebenthal Global Advisors LLC
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NY | 0.8 |
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Delap Wealth Advisory LLC
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OR | 0.8 |
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PYA Waltman Capital LLC
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TN | 0.8 |
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Pointoak Retirement Advisors LLC
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VA | 0.8 |
|
IFG Advisors LLC
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|
MO | 0.8 |
|
Three Bridge Wealth Advisors LLC
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|
CA | 0.8 |
|
Marquette Asset Management LLC
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|
MN | 0.8 |