McGuire Investment Group, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ADVANCED MICRO DEVICES INC(AMD) | 177,845 | 174,182 | -3,663 | 36,179,008 | 101,184,356 | 8.86% | +65,005,348 |
| SPDR SERIES TRUST ST STR BLO 1 ETF | 0 | 517,151 | +517,151 | 0 | 47,391,672 | 4.15% | +47,391,672 |
| APPLIED MATLS INC | 108,438 | 108,139 | -299 | 37,063,024 | 78,184,136 | 6.85% | +41,121,112 |
| LAM RESEARCH CORP(LRCX) | 186,014 | 182,811 | -3,203 | 39,743,751 | 79,217,491 | 6.94% | +39,473,740 |
| SPDR SERIES TRUST ST STR SP SEMI | 0 | 33,795 | +33,795 | 0 | 21,077,630 | 1.85% | +21,077,630 |
| SPDR SERIES TRUST ST STR SW SERV | 0 | 66,496 | +66,496 | 0 | 11,424,532 | 1.00% | +11,424,532 |
| ISHARES TR IBONDS 27 ETF | 9,661 | 416,994 | +407,333 | 234,183 | 10,099,595 | 0.88% | +9,865,412 |
| ISHARES TR | 10,422 | 451,068 | +440,646 | 233,765 | 10,090,391 | 0.88% | +9,856,626 |
| ASML HLDG NV N Y REGISTRY SHS | 14,599 | 14,470 | -129 | 19,282,137 | 28,786,202 | 2.52% | +9,504,065 |
| NVIDIA CORPORATION(NVDA) | 345,413 | 345,691 | +278 | 60,240,027 | 69,169,312 | 6.06% | +8,929,285 |
| VANECK ETF TRUST URANI NUCLE ETF | 0 | 70,531 | +70,531 | 0 | 8,180,185 | 0.72% | +8,180,185 |
| CATERPILLAR INC(CAT) | 21,097 | 21,108 | +11 | 14,946,026 | 22,477,377 | 1.97% | +7,531,351 |
| QUALCOMM INC(QCOM) | 131,865 | 131,629 | -236 | 16,981,575 | 24,323,631 | 2.13% | +7,342,056 |
| ROCKET LAB CORP(RKLB) | 190,526 | 190,355 | -171 | 12,235,580 | 19,349,586 | 1.69% | +7,114,006 |
| ANALOG DEVICES INC(ADI) | 75,365 | 75,140 | -225 | 23,976,485 | 29,843,184 | 2.61% | +5,866,699 |
| SPDR SERIES TRUST ST STR SP AERO | 0 | 19,995 | +19,995 | 0 | 5,674,381 | 0.50% | +5,674,381 |
| APPLIED DIGITAL CORP | 25,900 | 155,774 | +129,874 | 614,866 | 5,810,370 | 0.51% | +5,195,504 |
| IONQ INC(IONQ) | 168,964 | 180,002 | +11,038 | 4,871,232 | 9,586,907 | 0.84% | +4,715,675 |
| HONEYWELL INTL INC | 0 | 20,016 | +20,016 | 0 | 4,481,470 | 0.39% | +4,481,470 |
| HONEYWELL AEROSPACE INC | 0 | 19,937 | +19,937 | 0 | 4,407,672 | 0.39% | +4,407,672 |
| ALPHABET INC(GOOG) | 62,632 | 62,617 | -15 | 18,010,314 | 22,377,259 | 1.96% | +4,366,945 |
| D-WAVE QUANTUM INC(QBTS) | 379,889 | 408,581 | +28,692 | 5,481,798 | 9,801,858 | 0.86% | +4,320,060 |
| APPLE INC(AAPL) | 116,601 | 115,570 | -1,031 | 29,592,212 | 33,441,386 | 2.93% | +3,849,174 |
| AMAZON COM INC(AMZN) | 55,295 | 63,382 | +8,087 | 11,516,290 | 15,106,466 | 1.32% | +3,590,176 |
| MORGAN STANLEY(MS) | 75,892 | 75,996 | +104 | 12,489,496 | 15,886,245 | 1.39% | +3,396,749 |
| CUMMINS INC(CMI) | 19,380 | 19,340 | -40 | 10,426,559 | 13,793,125 | 1.21% | +3,366,566 |
| BOSTON SCIENTIFIC CORP(BSX) | 0 | 72,292 | +72,292 | 0 | 3,085,423 | 0.27% | +3,085,423 |
| SELECT SECTOR SPDR TR ST STR ENERG ETF | 0 | 55,689 | +55,689 | 0 | 2,957,643 | 0.26% | +2,957,643 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 0 | 18,400 | +18,400 | 0 | 2,919,344 | 0.26% | +2,919,344 |
| OKLO INC(OKLO) | 0 | 51,877 | +51,877 | 0 | 2,714,723 | 0.24% | +2,714,723 |
| WISDOMTREE TR(WT) | 895,079 | 947,852 | +52,773 | 45,058,252 | 47,724,323 | 4.18% | +2,666,071 |
| ISHARES TR | 100,274 | 101,136 | +862 | 12,465,019 | 14,999,430 | 1.31% | +2,534,411 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 0 | 12,803 | +12,803 | 0 | 2,371,500 | 0.21% | +2,371,500 |
| VISTRA CORP(VST) | 0 | 13,767 | +13,767 | 0 | 2,183,859 | 0.19% | +2,183,859 |
| ROCKWELL AUTOMATION INC(ROK) | 15,796 | 15,855 | +59 | 5,668,689 | 7,849,246 | 0.69% | +2,180,557 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 0 | 38,872 | +38,872 | 0 | 2,083,928 | 0.18% | +2,083,928 |
| CONSTELLATION ENERGY CORP(CEG) | 0 | 7,177 | +7,177 | 0 | 1,782,551 | 0.16% | +1,782,551 |
| INVESCO QQQ TR | 10,506 | 10,569 | +63 | 6,063,939 | 7,783,121 | 0.68% | +1,719,182 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 0 | 8,948 | +8,948 | 0 | 1,704,773 | 0.15% | +1,704,773 |
| ETF SER SOLUTIONS DEFIA QUANT ETF | 0 | 9,270 | +9,270 | 0 | 1,533,073 | 0.13% | +1,533,073 |
| DIREXION SHARES ETF TRUST DA BI BU 3X ETF | 0 | 5,223 | +5,223 | 0 | 1,525,638 | 0.13% | +1,525,638 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 7,929 | 6,948 | -981 | 3,039,979 | 4,557,124 | 0.40% | +1,517,145 |
| MEDPACE HLDGS INC(MEDP) | 35,375 | 34,929 | -446 | 16,986,721 | 18,498,049 | 1.62% | +1,511,328 |
| AMPLIFY ETF TR | 46,673 | 46,985 | +312 | 3,504,676 | 4,930,136 | 0.43% | +1,425,460 |
| FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW | 146,525 | 169,529 | +23,004 | 8,759,265 | 10,125,967 | 0.89% | +1,366,702 |
| ISHARES TR GNMA BOND ETF | 170,971 | 197,745 | +26,774 | 7,579,144 | 8,746,261 | 0.77% | +1,167,117 |
| IQVIA HLDGS INC(IQV) | 51,769 | 51,465 | -304 | 8,828,694 | 9,944,077 | 0.87% | +1,115,383 |
| SPDR SERIES TRUST ST STR SP BIOT | 0 | 5,618 | +5,618 | 0 | 889,049 | 0.08% | +889,049 |
| RIGETTI COMPUTING INC(RGTI) | 162,900 | 161,499 | -1,401 | 2,287,116 | 3,120,161 | 0.27% | +833,045 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC | 43,032 | 43,032 | 0 | 1,947,627 | 2,775,562 | 0.24% | +827,935 |
| SELECT SECTOR SPDR TR ST STR STAPL ETF | 0 | 8,760 | +8,760 | 0 | 727,693 | 0.06% | +727,693 |
| ISHARES TR | 45,758 | 46,251 | +493 | 4,143,387 | 4,832,304 | 0.42% | +688,917 |
| SPDR SERIES TRUST ST STR SP600 SML | 0 | 11,357 | +11,357 | 0 | 654,958 | 0.06% | +654,958 |
| KLA CORP(KLAC) | 380 | 3,800 | +3,420 | 559,516 | 1,146,498 | 0.10% | +586,982 |
| ISHARES TR | 38,928 | 39,090 | +162 | 2,904,029 | 3,391,058 | 0.30% | +487,029 |
| INTUITIVE SURGICAL INC | 23,898 | 28,895 | +4,997 | 11,016,509 | 11,490,964 | 1.01% | +474,455 |
| ILLINOIS TOOL WKS INC(ITW) | 43,466 | 43,577 | +111 | 11,313,776 | 11,786,283 | 1.03% | +472,507 |
| INVESCO EXCH TRADED FD TR II | 13,642 | 13,899 | +257 | 819,538 | 1,284,395 | 0.11% | +464,857 |
| INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS | 4,698 | 4,698 | 0 | 443,397 | 882,378 | 0.08% | +438,981 |
| VANGUARD WORLD FD INF TECH ETF | 1,572 | 12,749 | +11,177 | 1,096,816 | 1,523,760 | 0.13% | +426,944 |
| MARVELL TECHNOLOGY INC(MRVL) | 3,082 | 2,300 | -782 | 305,272 | 685,147 | 0.06% | +379,875 |
| INFLEQTION INC(INFQ) | 0 | 26,825 | +26,825 | 0 | 357,309 | 0.03% | +357,309 |
| PROSHARES TR PSHS ULTRA TECH | 4,600 | 4,600 | 0 | 360,640 | 713,920 | 0.06% | +353,280 |
| ISHARES TR | 31,045 | 30,849 | -196 | 5,096,968 | 5,408,755 | 0.47% | +311,787 |
| SELECT SECTOR SPDR TR ST STR MATER ETF | 0 | 6,019 | +6,019 | 0 | 305,946 | 0.03% | +305,946 |
| CEREBRAS SYSTEMS INC | 0 | 1,320 | +1,320 | 0 | 291,720 | 0.03% | +291,720 |
| ISHARES TR IBDS DEC28 ETF | 0 | 11,158 | +11,158 | 0 | 281,740 | 0.02% | +281,740 |
| ISHARES TR | 0 | 12,704 | +12,704 | 0 | 281,267 | 0.02% | +281,267 |
| ISHARES TR | 2,487 | 2,527 | +40 | 1,624,533 | 1,892,071 | 0.17% | +267,538 |
| SPACE EXPLORATION TECHN CORP | 0 | 1,538 | +1,538 | 0 | 262,783 | 0.02% | +262,783 |
| XANADU QUANTUM TECHNOLO LTD(XNDU) | 0 | 21,514 | +21,514 | 0 | 260,535 | 0.02% | +260,535 |
| OUSTER INC(OUST) | 0 | 4,118 | +4,118 | 0 | 257,457 | 0.02% | +257,457 |
| FEDEX FGHT HLDG CO INC | 0 | 1,688 | +1,688 | 0 | 254,888 | 0.02% | +254,888 |
| SPDR SERIES TRUST ST STR SP RETAIL | 0 | 2,727 | +2,727 | 0 | 239,223 | 0.02% | +239,223 |
| ISHARES TR | 8,234 | 8,412 | +178 | 1,801,188 | 2,039,237 | 0.18% | +238,049 |
| COREWEAVE INC(CRWV) | 0 | 2,375 | +2,375 | 0 | 236,408 | 0.02% | +236,408 |
| QUANTINUUM INC | 0 | 2,879 | +2,879 | 0 | 235,329 | 0.02% | +235,329 |
| VANGUARD WORLD FD CONSUM DIS ETF | 0 | 534 | +534 | 0 | 211,790 | 0.02% | +211,790 |
| ARQIT QUANTUM INC | 0 | 6,928 | +6,928 | 0 | 205,900 | 0.02% | +205,900 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 2,121 | 2,121 | 0 | 1,379,371 | 1,583,899 | 0.14% | +204,528 |
| VANGUARD INDEX FDS | 2,243 | 2,243 | 0 | 1,340,305 | 1,540,515 | 0.13% | +200,210 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 4,139 | 4,084 | -55 | 1,848,229 | 2,028,645 | 0.18% | +180,416 |
| INVESCO EXCH TRADED FD TR II | 15,070 | 15,281 | +211 | 620,074 | 800,213 | 0.07% | +180,139 |
| ISHARES TR | 3,185 | 3,185 | 0 | 789,880 | 956,933 | 0.08% | +167,053 |
| ISHARES TR | 1,730 | 1,768 | +38 | 542,891 | 696,521 | 0.06% | +153,630 |
| BTQ TECHNOLOGIES CORP | 43,927 | 49,098 | +5,171 | 117,285 | 264,638 | 0.02% | +147,353 |
| MICROSOFT CORP(MSFT) | 48,704 | 48,718 | +14 | 18,028,760 | 18,172,602 | 1.59% | +143,842 |
| VERTIV HOLDINGS CO(VRT) | 1,688 | 1,688 | 0 | 422,979 | 565,176 | 0.05% | +142,197 |
| ALPHABET INC(GOOG) | 2,065 | 2,065 | 0 | 592,366 | 729,626 | 0.06% | +137,260 |
| AMGEN INC(AMGN) | 13,184 | 13,184 | 0 | 4,638,963 | 4,774,368 | 0.42% | +135,405 |
| VANGUARD INDEX FDS | 1,804 | 1,846 | +42 | 545,259 | 675,082 | 0.06% | +129,823 |
| VANGUARD INDEX FDS | 3,024 | 12,295 | +9,271 | 868,432 | 990,608 | 0.09% | +122,176 |
| VANGUARD INDEX FDS | 2,671 | 2,710 | +39 | 699,588 | 821,455 | 0.07% | +121,867 |
| STATE STR SPDR S&P MIDCAP 40(MDY) | 1,354 | 1,354 | 0 | 835,093 | 952,322 | 0.08% | +117,229 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 28,140 | 27,805 | -335 | 13,831,743 | 13,940,406 | 1.22% | +108,663 |
| ROBINHOOD MKTS INC(HOOD) | 3,357 | 3,357 | 0 | 232,640 | 336,640 | 0.03% | +104,000 |
| ISHARES TR | 2,879 | 3,071 | +192 | 410,056 | 504,473 | 0.04% | +94,417 |
| VANGUARD WORLD FD HEALTH CAR ETF | 2,673 | 2,736 | +63 | 727,938 | 818,091 | 0.07% | +90,153 |
| CISCO SYS INC(CSCO) | 4,846 | 3,946 | -900 | 376,001 | 463,497 | 0.04% | +87,496 |
| VANGUARD WORLD FD FINANCIALS ETF | 6,088 | 6,253 | +165 | 735,491 | 822,895 | 0.07% | +87,404 |