Mcguire Investment Group, LLC
McGuire Investment Group, LLC is a registered investment adviser headquartered in Wakefield, Rhode Island. Founded by Dennis McGuire, the firm oversees approximately $819 million in assets (as of March 2025), serving over 800 client accounts—primarily high net worth individuals, with some pension plans, charitable organizations, and corporations. The firm employs 5 professionals, with the majority actively engaged in investment management. McGuire Investment Group specializes in personalized portfolio and wealth management, focusing on individual clients in the United States. Its regulatory filings date back to at least 2011.
Investment Strategy
McGuire Investment Group manages discretionary investment portfolios with an emphasis on direct investment in public equities, including technology, healthcare, and diversified large-cap stocks. Portfolio holdings include leading companies such as Nvidia, Microsoft, AMD, Apple, and Lam Research. The firm tailors strategies based on client risk profiles and objectives, balancing growth with risk management and active portfolio adjustments. Investments are selected through research-driven analysis, aiming to maximize long-term growth for high net worth individuals while also providing advisory services to pensions and charitable organizations. Recent activity shows dynamic allocation and a proactive approach to both acquiring and divesting positions to optimize portfolio returns.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.08% | $71.3M | 382,310 | $18.08 | $186.58 | +$8.1M |
P PLTR | PALANTIR TECHNOLOGIES INC | 4.43% | $39.1M | 214,341 | $46.96 | $182.42 | +$8.3M |
L LRCX | LAM RESEARCH CORP | 4.09% | $36.1M | 269,611 | $72.35 | $133.90 | +$7.3M |
A AMD | ADVANCED MICRO DEVICES INC | 4.05% | $35.8M | 221,074 | $107.38 | $161.79 | +$4.0M |
B BIL | SPDR SERIES TRUST | 3.51% | $31.0M | 337,810 | $91.63 | $91.75 | -$97.6K |