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MCGUIRE INVESTMENT GROUP, LLC

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WAKEFIELD RI Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Mcguire Investment Group is based out of Wakefield. Mcguire Investment Group is a large advisory firm with 271 clients and discretionary assets under management (AUM) of $558,229,079 (Form ADV from 2023-03-22). Their last reported 13F filing for Q4 2023 included $599,457,119 in managed 13F securities and a top 10 holdings concentration of 39.05%. Mcguire Investment Group's largest holding is Advanced Micro Devices Inc with shares held of 257,388. Whalewisdom has at least 23 13F filings

2023-12-31

Top Buys (13F)

Name % Change
AMD Advanced Micro Devic 1.24%
QCOM QUALCOMM Inc. 0.43%
ROK Rockwell Automation, 0.41%
LRCX Lam Research Corp. 0.35%
AMZN Amazon.com Inc. 0.34%

2023-12-31

Top Sells (13F)

Name % Change
CTLT Catalent Inc 0.71%
BMY Bristol-Myers Squibb 0.53%
DHR Danaher Corp. 0.26%
JNJ Johnson & Johnson Co 0.21%
SYK Stryker Corp. 0.2%

2023-12-31

13F Holdings Summary

Name $ Change
AMD Advanced Micro Devic 6.33%
LRCX Lam Research Corp. 4.53%
NVDA NVIDIA Corp. 4.23%
AMAT Applied Materials In 4.06%
AAPL Apple Inc 3.74%

2023-12-31

13F Activity

Market Value $0.60b, Prior: $0.52b
New Purchases 7 stocks
Added To 52 stocks
Sold out of 8 stocks
Reduced holdings in 37 stocks
Top 10 Holdings % 39.05%
Turnover %[1] 13.04%
Turnover Alt %[2] 1.86%
Time Held Top 20 13.35 quarters
Time Held Top 10 8.6 quarters
Time Held All 13.99 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance