McGuire Investment Group, LLC Q2 2025 Filing

Filed July 18, 2025

Portfolio Value

$782.5M

Holdings

112

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (112 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
400,458$63.3M8.09%
2
AMDADVANCED MICRO DEVICES INC
223,812$31.8M4.06%
3
BILSPDR SERIES TRUST
338,948$31.1M3.97%
4
USFRWISDOMTREE TR
615,691$31.0M3.96%
5
PLTRPALANTIR TECHNOLOGIES INC
225,830$30.8M3.93%
6
LRCXLAM RESEARCH CORP
295,928$28.8M3.68%
7
MSFTMICROSOFT CORP
48,927$24.3M3.11%
8
QCOMQUALCOMM INC
152,685$24.3M3.11%
9
AAPLAPPLE INC
116,410$23.9M3.05%
10
SYKSTRYKER CORPORATION
58,560$23.2M2.96%
11
AMATAPPLIED MATLS INC
125,176$22.9M2.93%
12
CBOECBOE GLOBAL MKTS INC
96,181$22.4M2.87%
13
ADIANALOG DEVICES INC
87,622$20.9M2.67%
14
COSTCOSTCO WHSL CORP NEW
19,936$19.7M2.52%
15
WMTWALMART INC
161,376$15.8M2.02%
16
TMOTHERMO FISHER SCIENTIFIC INC
33,679$13.7M1.75%
17
MEDPMEDPACE HLDGS INC
42,020$13.2M1.69%
18
ISRGINTUITIVE SURGICAL INC
24,081$13.1M1.67%
19
XSWSPDR SERIES TRUST
67,427$12.8M1.64%
20
SCHWSCHWAB CHARLES CORP
133,443$12.2M1.56%
21
AMZNAMAZON COM INC
54,719$12.0M1.53%
22
CMECME GROUP INC
43,493$12.0M1.53%
23
GOOGLALPHABET INC
67,651$11.9M1.52%
24
ASMLASML HOLDING N V
14,717$11.8M1.51%
25
IJRISHARES TR
107,425$11.7M1.50%
26
BLKBLACKROCK INC
11,019$11.6M1.48%
27
DWDMORGAN STANLEY
81,216$11.4M1.46%
28
ITWILLINOIS TOOL WKS INC
43,646$10.8M1.38%
29
XSDSPDR SERIES TRUST
41,905$10.7M1.37%
30
CATCATERPILLAR INC
23,521$9.1M1.17%
31
HONHONEYWELL INTL INC
38,818$9.0M1.16%
32
IQVIQVIA HLDGS INC
52,637$8.3M1.06%
33
JNJJOHNSON & JOHNSON
50,500$7.7M0.99%
34
FTSMFIRST TR EXCHANGE-TRADED FD
122,622$7.3M0.94%
35
IBTGISHARES TR
318,186$7.3M0.93%
36
IBDRISHARES TR
300,843$7.3M0.93%
37
IONQIONQ INC
165,716$7.1M0.91%
38
DHRDANAHER CORPORATION
35,839$7.1M0.90%
39
6RJ0ROCKET LAB CORP
196,107$7.0M0.90%
40
GNMAISHARES TR
143,223$6.3M0.80%
41
CMICUMMINS INC
19,109$6.3M0.80%
42
NDQINVESCO QQQ TR
10,846$6.0M0.76%
43
NLRVANECK ETF TRUST
49,805$5.5M0.71%
44
GQ9SPDR GOLD TR
17,725$5.4M0.69%
45
RTXRTX CORPORATION
36,918$5.4M0.69%
46
QBTSD-WAVE QUANTUM INC
366,810$5.4M0.69%
47
IAIISHARES TR
31,550$5.3M0.68%
48
ROKROCKWELL AUTOMATION INC
15,864$5.3M0.67%
49
XLESELECT SECTOR SPDR TR
55,107$4.7M0.60%
50
LMTLOCKHEED MARTIN CORP
9,421$4.4M0.56%
51
HACKAMPLIFY ETF TR
46,826$4.0M0.52%
52
TSCOTRACTOR SUPPLY CO
76,433$4.0M0.52%
53
SMHVANECK ETF TRUST
13,477$3.8M0.48%
54
AMGNAMGEN INC
13,372$3.7M0.48%
55
IYTISHARES TR
39,639$2.7M0.35%
56
LHXL3HARRIS TECHNOLOGIES INC
10,458$2.6M0.34%
57
XLVSELECT SECTOR SPDR TR
17,430$2.3M0.30%
58
VRTXVERTEX PHARMACEUTICALS INC
5,114$2.3M0.29%
59
AIC3 AI INC
82,559$2.0M0.26%
60
XLKSELECT SECTOR SPDR TR
7,502$1.9M0.24%
61
XLFSELECT SECTOR SPDR TR
36,120$1.9M0.24%
62
VGTVANGUARD WORLD FD
2,816$1.9M0.24%
63
XLISELECT SECTOR SPDR TR
11,991$1.8M0.23%
64
RSPTINVESCO EXCHANGE TRADED FD T
43,051$1.8M0.22%
65
ITA*ISHARES TR
7,958$1.5M0.19%
66
IVVISHARES TR
2,371$1.5M0.19%
67
SPYSPDR S&P 500 ETF TR
2,121$1.3M0.17%
68
VOOVANGUARD INDEX FDS
2,243$1.3M0.16%
69
FDXFEDEX CORP
3,849$874K0.11%
70
VOVANGUARD INDEX FDS
2,948$824K0.11%
71
VFHVANGUARD WORLD FD
6,174$785K0.10%
72
MDYSPDR S&P MIDCAP 400 ETF TR
1,371$776K0.10%
73
XLFISELECT SECTOR SPDR TR
8,707$705K0.09%
74
XBISPDR SERIES TRUST
8,306$688K0.09%
75
IWMISHARES TR
3,185$687K0.09%
76
VHTVANGUARD WORLD FD
2,719$675K0.09%
77
VVISA INC
1,850$656K0.08%
78
SOFISOFI TECHNOLOGIES INC
35,950$654K0.08%
79
VBVANGUARD INDEX FDS
2,688$637K0.08%
80
METAMETA PLATFORMS INC
821$605K0.08%
81
PSCTINVESCO EXCH TRADED FD TR II
12,826$593K0.08%
82
BBAIBIGBEAR AI HLDGS INC
86,658$588K0.08%
83
PSCHINVESCO EXCH TRADED FD TR II
14,670$587K0.08%
84
VBKVANGUARD INDEX FDS
1,838$509K0.07%
85
TSLATESLA INC
1,590$505K0.06%
86
XLBSELECT SECTOR SPDR TR
5,752$505K0.06%
87
IWOISHARES TR
1,754$501K0.06%
88
SPSMSPDR SERIES TRUST
11,357$483K0.06%
89
DONSPDR DOW JONES INDL AVERAGE
1,080$475K0.06%
90
ARKGARK ETF TR
19,052$463K0.06%
91
ITOTISHARES TR
3,262$440K0.06%
92
PGPROCTER AND GAMBLE CO
2,687$428K0.05%
93
NDAQNASDAQ INC
4,200$375K0.05%
94
GOOGALPHABET INC
2,065$366K0.05%
95
ROMPROSHARES TR
4,776$363K0.05%
96
KLACKLA CORP
380$340K0.04%
97
MRVLMARVELL TECHNOLOGY INC
4,125$319K0.04%
98
TNADIREXION SHS ETF TR
9,475$317K0.04%
99
HOODROBINHOOD MKTS INC
3,357$314K0.04%
100
QQEWFIRST TR EXCHANGE-TRADED FD
2,150$293K0.04%
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