MCGUIRE INVESTMENT GROUP, LLC

HTTP://WWW.MCGUIREWEALTH.COM WAKEFIELD, RI Investment Advisor How do I update this listing?

Mcguire Investment Group is based out of Wakefield. Mcguire Investment Group is a large advisory firm with 242 clients and discretionary assets under management (AUM) of $523,008,485 (Form ADV from 2021-03-02). Their last reported 13F filing for Q1 2021 included $473,945,000 in managed 13F securities and a top 10 holdings concentration of 39.26%. Mcguire Investment Group's largest holding is Lam Research Corp. with shares held of 39,737. Whalewisdom has at least 11 13F filings

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03/31/2021

13F Activity

  • Market Value $473.945 Million
  • Prior Market Value $403.575 Million
  • New Purchases16 stocks
  • Additional Purchases53 stocks
  • Sold out of3 stocks
  • Reduced holdings in30 stocks
  • Top 10 Holdings % 39.26 %
  • Turnover % [1]:17.43%
  • Turnover Alt % [2]: 2.48 %
  • Time Held Top20:7.05 quarters
  • Time Held Top10:6.80 quarters
  • Time Held All:6.98 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.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 13.35%
Performance Last 4 Quarters: 30.03%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MCGUIRE WEALTH MANAGEMENT
105 MAIN STREET
WAKEFIELD RI    02879
Country: United States

Business Phone: 401-364-5000
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: RI
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 242
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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MCGUIRE INVESTMENT GROUP, LLC

ownership team - last updated 2021-03-02
Name Title Start Date Direct/Indirect % Ownership
MCGUIRE, DENNIS, PATRICK MANAGING MEMBER / CCO 09/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MCGUIRE INVESTMENT GROUP, LLC MANAGING MEMBER / CCO direct 2009-08-01
MCGUIRE, SEAN, MICHAEL MEMBER 07/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCGUIRE INVESTMENT GROUP, LLC MEMBER direct 2016-08-01

MCGUIRE INVESTMENT GROUP, LLC

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
MCGUIRE, DENNIS, PATRICK MANAGING MEMBER / CCO 09/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MCGUIRE INVESTMENT GROUP, LLC MANAGING MEMBER / CCO direct 2009-08-01
MCGUIRE, SEAN, MICHAEL MEMBER 07/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCGUIRE INVESTMENT GROUP, LLC MEMBER direct 2016-08-01

MCGUIRE INVESTMENT GROUP, LLC

ownership team - last updated 2020-03-19
Name Title Start Date Direct/Indirect % Ownership

MCGUIRE INVESTMENT GROUP, LLC

ownership team - last updated 2019-11-26
Name Title Start Date Direct/Indirect % Ownership
MCGUIRE, DENNIS, PATRICK MANAGING MEMBER / CCO 09/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MCGUIRE INVESTMENT GROUP, LLC MANAGING MEMBER / CCO direct 2009-08-01
MCGUIRE, SEAN, MICHAEL MEMBER 07/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCGUIRE INVESTMENT GROUP, LLC MEMBER direct 2016-08-01

MCGUIRE INVESTMENT GROUP, LLC

ownership team - last updated 2019-07-26
Name Title Start Date Direct/Indirect % Ownership
MCGUIRE, DENNIS, PATRICK MANAGING MEMBER / CCO 09/01/2018 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MCGUIRE INVESTMENT GROUP, LLC MANAGING MEMBER / CCO direct 2009-08-01
MCGUIRE, SEAN, MICHAEL MEMBER 07/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCGUIRE INVESTMENT GROUP, LLC MEMBER direct 2016-08-01

MCGUIRE INVESTMENT GROUP, LLC

ownership team - last updated 2019-03-12
Name Title Start Date Direct/Indirect % Ownership
MCGUIRE, DENNIS, PATRICK MANAGING MEMBER / CCO 08/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MCGUIRE INVESTMENT GROUP, LLC MANAGING MEMBER / CCO direct 2009-08-01
MCGUIRE, SEAN, MICHAEL MEMBER 08/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCGUIRE INVESTMENT GROUP, LLC MEMBER direct 2016-08-01

MCGUIRE INVESTMENT GROUP, LLC

ownership team - last updated 2018-11-14
Name Title Start Date Direct/Indirect % Ownership
MCGUIRE, DENNIS, PATRICK MANAGING MEMBER / CCO 08/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MCGUIRE INVESTMENT GROUP, LLC MANAGING MEMBER / CCO direct 2009-08-01
MCGUIRE, SEAN, MICHAEL MEMBER 08/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCGUIRE INVESTMENT GROUP, LLC MEMBER direct 2016-08-01

MCGUIRE INVESTMENT GROUP, LLC

ownership team - last updated 2018-06-26
Name Title Start Date Direct/Indirect % Ownership
MCGUIRE, DENNIS, PATRICK MANAGING MEMBER / CCO 08/01/2009 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MCGUIRE INVESTMENT GROUP, LLC MANAGING MEMBER / CCO direct 2009-08-01
MCGUIRE, SEAN, MICHAEL MEMBER 08/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MCGUIRE INVESTMENT GROUP, LLC MEMBER direct 2016-08-01

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