McGuire's strategic investments
McGuire Capital Advisors Expands Portfolio with Goldman Sachs, ETFs, and OGE Energy in Q4
Anonymous
Key Points
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McGuire’s new Goldman Sachs position is not just a purchase amount—it’s described as being 1.4% of the firm’s holdings and the company’s 16th-largest position, after buying 2,537 shares worth about $2.23 million.
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For OGE Energy, the coverage notes that 71.84% of the stock is owned by institutional investors and highlights new analyst coverage: JPMorgan initiated coverage with an “overweight” rating and a $52.00 price target, while LADENBURG THALM/SH SH upped its target from $42.50 to $47.00 and kept a “neutral” rating.
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The iShares Silver Trust (SLV) reporting includes specific trading and risk metrics: it opened at $59.51, has a 52-week low of $32.06 and high of $109.83, a 50-day simple moving average of $68.01 and a 200-day simple moving average of $70.06, with beta listed at 0.45.
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The SPDR Dow Jones Industrial Average ETF (DIA) section provides a snapshot of the fund’s broader ownership profile, stating that hedge funds and other institutional investors own 37.11% of the company’s stock, and that DIA opened at $515.52 on Friday.
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Beyond McGuire, DIA activity is illustrated with another manager’s sizable increase: HighTower Advisors LLC grew its position in DIA by 13.5% in the fourth quarter—adding 12,708 shares to reach 106,756 shares valued at about $51.304 million.
McGuire Capital Advisors bought 2,537 shares of Goldman Sachs worth $2.23 million in the fourth quarter, making the financial giant its 16th-largest holding and 1.4% of its total portfolio, according to MarketBeat. The move is part of a broader wave of institutional rebalancing that also saw the firm initiate new positions in the iShares Silver Trust and OGE Energy.
The purchases came as the SPDR Dow Jones Industrial Average ETF opened at $515.52, reflecting a Dow that has surged roughly 32% over two years, according to Macrotrends. McGuire was far from alone — peer managers like HighTower Advisors LLC also moved aggressively into the same names during the same period.
Goldman Sachs Becomes McGuire's 16th-Largest Bet
McGuire paid roughly $879 per share for its Goldman Sachs stake, based on the $2.23 million cost for 2,537 shares, according to MarketBeat. The position represents 1.4% of the firm's total holdings. That level of concentration signals a meaningful, deliberate commitment to the financial sector — not just a small exploratory trade.
The Goldman buy fits a broader pattern of institutional money rotating into financials. McGuire also added new stakes in JPMorgan Chase — 8,279 shares worth roughly its 13th-largest position — and AbbVie, buying 4,974 shares worth about $1.14 million to make it the 29th-largest holding, according to Watchlist News.
OGE Energy Entry Follows a Fresh JPMorgan 'Overweight' Call
McGuire initiated a new stake in OGE Energy, buying 14,518 shares valued at about $620,000, according to MarketBeat. The Oklahoma-based utility now sits in a portfolio that is betting on regulatory tailwinds. Institutional investors already own 71.84% of OGE's stock, signaling heavy professional interest in the name.
JPMorgan analyst Aidan Kelly launched coverage of OGE with an "Overweight" rating and a $52.00 price target, citing the company's 9% rate base compound annual growth and Oklahoma's "constructive regulatory environment," according to Investing.com. LADENBURG THALM/SH SH also raised its target from $42.50 to $47.00, though it kept a "neutral" rating. Wells Fargo remains a holdout, maintaining an "Underweight" rating as recently as February 2026.
Silver Trust Entry Comes 42% Below Its January Peak
McGuire added 23,684 shares of the iShares Silver Trust, worth about $1.53 million. The ETF opened at $59.51, a long way from its 52-week high of $109.83, hit on January 28. Its 52-week low is $32.06, according to Barchart. The 50-day simple moving average sits at $68.01, and the 200-day is at $70.06 — both above the current price.
That technical picture is bearish. SLV trades below its 50-day, 100-day, and 200-day moving averages, according to Financhill. The ETF carries a beta of 0.45, meaning it moves less than the broader market. McGuire's entry could mark a contrarian bet on a silver rebound — or it could be an early arrival at a still-falling knife.
HighTower's $51 Million DIA Stake Shows Wider Institutional Push
McGuire's moves are part of a much larger reshuffling across Wall Street. HighTower Advisors LLC grew its position in the SPDR Dow Jones Industrial Average ETF by 13.5% in the fourth quarter. It added 12,708 shares to reach 106,756 shares, valued at about $51.3 million, according to MarketBeat. Hedge funds and institutional investors together own 37.11% of DIA's stock.
The DIA itself hit an all-time closing high of $521.44 on June 16, before pulling back slightly to open at $515.52 on June 19, according to Macrotrends. For context, the fund traded in the $390s in 2024. The rally has been driven in part by a reported preliminary deal to end the US-Iran conflict, which triggered a relief surge across equities, according to Barchart.
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