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Magnus Financial Group

Latest statistics and disclosures from Magnus Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYV, VUG, IJH, IJR, JEPI, and represent 25.30% of Magnus Financial Group's stock portfolio.
Added to shares of these 10 stocks: JEPI (+$11M), JMUB (+$5.4M), JCPB, SPYV, VUG, AVGO, XOM, IJH, CGCP, IJR.
Started 36 new stock positions in F, APD, AGG, Powershares Qqq Etf Put Opt 01/19 154.0 put, CALX, New York Cmnty Bancorp, CGCP, JCI, OKE, IWO.
Reduced shares in these 10 stocks: JEPQ (-$10M), USFR (-$6.9M), JNJ, SPGP, JAAA, BAC, VCSH, JBBB, FPF, GAB.
Sold out of its positions in CMCSA, EW, GAB, DNA, SPGP, ITOT, USIG, MPC, NAD, XAR. BANX, STX.
Magnus Financial Group was a net buyer of stock by $45M.
Magnus Financial Group has $984M in assets under management (AUM), dropping by 10.51%.
Central Index Key (CIK): 0001765216

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Portfolio Holdings for Magnus Financial Group

Magnus Financial Group holds 341 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	8.6	$85M	+5%	1.6M	52.86	View chart
Vanguard Index Fds Growth Etf (VUG)	5.0	$49M	+6%	128k	383.93	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.6	$45M	+3%	725k	62.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.6	$36M	+3%	305k	116.96	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.5	$34M	+44%	576k	59.51	View chart
Apple (AAPL)	2.9	$28M		121k	233.00	View chart
Ishares Core Msci Emkt (IEMG)	2.8	$27M	+2%	473k	57.41	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	2.6	$26M	+2%	824k	31.38	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.6	$26M	+2%	1.4M	18.10	View chart
Ishares Tr U.s. Finls Etf (IYF)	2.0	$20M	+2%	189k	103.90	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.7	$17M	+48%	322k	51.27	View chart
Johnson & Johnson (JNJ)	1.5	$15M	-10%	94k	162.06	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.4	$14M	+5%	585k	23.69	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.3	$13M	+7%	285k	46.39	View chart
Ishares Tr U.s. Real Es Etf (IYR)	1.3	$13M	+4%	129k	101.87	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$13M	+4%	22k	573.75	View chart
Microsoft Corporation (MSFT)	1.3	$13M		30k	430.29	View chart
Amazon (AMZN)	1.2	$12M		64k	186.33	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	1.2	$12M		882k	13.43	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.2	$12M		143k	82.94	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.2	$11M	+68%	235k	48.24	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	1.1	$11M		298k	35.36	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.1	$10M	-7%	205k	50.88	View chart
JPMorgan Chase & Co. (JPM)	1.1	$10M		49k	210.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$9.5M		199k	47.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$8.6M	-6%	108k	79.42	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.8	$8.1M		106k	76.70	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.8	$7.5M	-2%	22k	345.29	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.7	$7.0M	-49%	140k	50.22	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$7.0M		143k	49.31	View chart
Exxon Mobil Corporation (XOM)	0.7	$6.5M	+37%	56k	117.22	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.7	$6.4M	-3%	156k	41.19	View chart
Tesla Motors (TSLA)	0.6	$6.1M	+12%	23k	261.63	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$5.8M		82k	70.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$5.8M	-3%	13k	460.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$5.7M	+27%	32k	179.16	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$5.5M	+5%	36k	154.02	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.6	$5.5M	+15%	167k	32.81	View chart
Meta Platforms Cl A (META)	0.6	$5.5M	+5%	9.6k	572.43	View chart
Select Sector Spdr Tr Energy (XLE)	0.6	$5.4M	+10%	62k	87.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$5.4M	+2%	32k	165.85	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.5	$5.3M	+2%	102k	51.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$5.3M	+5%	11k	488.05	View chart
Eli Lilly & Co. (LLY)	0.5	$5.2M	-4%	5.8k	885.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$4.8M	+6%	9.1k	527.67	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.5	$4.6M		64k	71.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.5M		7.8k	576.80	View chart
First Tr Exch Traded Fd Iii New York Muni (FMNY)	0.4	$4.4M		162k	27.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$4.4M	+15%	19k	237.21	View chart
Visa Com Cl A (V)	0.4	$4.2M		15k	274.94	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$4.2M	+4%	31k	135.44	View chart
NVIDIA Corporation (NVDA)	0.4	$4.1M	+10%	34k	121.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$3.9M	+6%	20k	189.80	View chart
Palo Alto Networks (PANW)	0.4	$3.7M	+3%	11k	341.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$3.7M		21k	174.57	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$3.4M		15k	225.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$3.4M	-7%	33k	104.18	View chart
Globalstar (GSAT)	0.3	$3.4M		2.7M	1.24	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$3.3M		19k	179.30	View chart
Spotify Technology S A SHS (SPOT)	0.3	$3.3M		8.9k	368.53	View chart
Chevron Corporation (CVX)	0.3	$3.2M	+49%	22k	147.27	View chart
Broadcom (AVGO)	0.3	$3.1M	+934%	18k	172.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.1M		12k	263.84	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$3.0M	+5%	31k	95.75	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$3.0M		13k	230.58	View chart
UnitedHealth (UNH)	0.3	$2.9M	+3%	5.0k	584.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.9M	+4%	18k	167.19	View chart
Lockheed Martin Corporation (LMT)	0.3	$2.9M		4.9k	584.52	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$2.9M	+37%	24k	119.60	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$2.9M	+16%	4.9k	586.49	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$2.8M	+27%	81k	34.79	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$2.8M		18k	153.13	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$2.8M	+25%	77k	36.44	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.3	$2.8M	-7%	95k	29.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.7M	-9%	35k	78.05	View chart
Pepsi (PEP)	0.3	$2.6M		15k	170.05	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.3	$2.5M	-15%	129k	19.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$2.4M		12k	197.18	View chart
Home Depot (HD)	0.2	$2.4M	+11%	6.0k	405.20	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$2.4M	-80%	44k	54.93	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$2.2M		9.1k	243.46	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$2.2M	-4%	23k	95.15	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$2.2M	+13%	11k	200.36	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.1M	+3%	11k	200.79	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.1M		16k	135.07	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.1M	+2%	3.4k	618.57	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$2.1M	+19%	191k	11.00	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$2.0M	+38%	24k	83.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.9M	-3%	5.2k	375.40	View chart
Walt Disney Company (DIS)	0.2	$1.9M		20k	96.19	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$1.9M	+61%	42k	45.32	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.2	$1.9M	+83%	36k	52.98	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.2	$1.9M	+4%	1.5k	1282.20	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$1.9M	+19%	13k	145.60	View chart
Goldman Sachs (GS)	0.2	$1.9M	+8%	3.8k	495.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.9M	+7%	35k	52.81	View chart
Honeywell International (HON)	0.2	$1.8M		8.9k	206.71	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.8M		12k	151.61	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$1.8M	-3%	35k	50.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.8M		7.3k	243.06	View chart
Abbvie (ABBV)	0.2	$1.8M	+10%	9.0k	197.47	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.2	$1.8M	+3%	1.4k	1273.01	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$1.7M		1.6k	1051.24	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$1.7M	+24%	21k	80.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.6M		5.8k	283.14	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.2	$1.6M	+42%	32k	51.48	View chart
Nike CL B (NKE)	0.2	$1.6M		18k	88.40	View chart
Wal-Mart Stores (WMT)	0.2	$1.6M	+6%	19k	80.75	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.2	$1.5M	+4%	30k	50.18	View chart
McDonald's Corporation (MCD)	0.2	$1.5M		5.0k	304.50	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$1.5M		25k	60.20	View chart
Boeing Company (BA)	0.2	$1.5M	+2%	9.7k	152.04	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$1.4M		73k	19.35	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$1.3M	NEW	58k	23.12	View chart
Netflix (NFLX)	0.1	$1.3M		1.9k	709.27	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.3M	+76%	21k	62.69	View chart
Union Pacific Corporation (UNP)	0.1	$1.3M		5.4k	246.49	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$1.3M	+2%	34k	39.40	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.3M		29k	45.86	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.3M		10k	126.19	View chart
Pfizer (PFE)	0.1	$1.3M	+13%	44k	28.94	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.3M		12k	109.91	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.3M		6.2k	202.76	View chart
Enterprise Products Partners (EPD)	0.1	$1.2M	+5%	43k	29.11	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$1.2M		79k	15.66	View chart
Caterpillar (CAT)	0.1	$1.2M	+2%	3.2k	391.09	View chart
American Express Company (AXP)	0.1	$1.2M	-15%	4.5k	271.23	View chart
Fair Isaac Corporation (FICO)	0.1	$1.2M		634.00	1943.52	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$1.2M	-8%	18k	67.51	View chart
Oracle Corporation (ORCL)	0.1	$1.2M	+7%	7.1k	170.40	View chart
Morgan Stanley Com New (MS)	0.1	$1.2M	+14%	11k	104.24	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$1.2M		32k	35.78	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$1.2M	-28%	24k	48.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.1M	+11%	12k	97.42	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.1M		2.7k	423.09	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M		9.4k	121.17	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.1M	+3%	10k	112.97	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.1M	-7%	17k	67.03	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$1.1M	-5%	22k	50.57	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M	+14%	1.3k	886.61	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$1.1M	+20%	20k	54.33	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$1.1M	+13%	24k	44.67	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$1.1M		79k	13.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.1M	+2%	8.4k	128.21	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$1.1M		34k	31.08	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.1M	+54%	11k	95.81	View chart
Vaneck Etf Trust Inflation Alloca (RAAX)	0.1	$1.0M	+6%	36k	28.94	View chart
Lexington Realty Trust (LXP)	0.1	$1.0M	+3%	102k	10.05	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$1.0M	+4%	9.5k	106.12	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.0M	+3%	27k	37.20	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$1.0M	+29%	21k	49.08	View chart
Coca-Cola Company (KO)	0.1	$1.0M	-8%	14k	71.86	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$994k	+12%	9.1k	108.63	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$992k	+2%	5.9k	167.67	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$990k	+20%	19k	53.07	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$966k	+7%	14k	67.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$925k		4.7k	198.07	View chart
Axon Enterprise (AXON)	0.1	$911k	+3%	2.3k	399.60	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$890k		27k	33.60	View chart
Waste Management (WM)	0.1	$876k	+32%	4.2k	207.58	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$875k	+160%	9.7k	90.40	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$870k	+86%	14k	60.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$868k	+69%	8.8k	98.10	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$868k	+129%	21k	41.16	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$842k	-5%	44k	19.07	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$836k	+9%	5.0k	166.81	View chart
Merck & Co (MRK)	0.1	$834k	+4%	7.3k	113.55	View chart
Procter & Gamble Company (PG)	0.1	$812k	-2%	4.7k	173.20	View chart
Nextera Energy (NEE)	0.1	$795k	+9%	9.4k	84.53	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$779k		11k	71.73	View chart
Williams Companies (WMB)	0.1	$770k		17k	45.65	View chart
Starbucks Corporation (SBUX)	0.1	$754k	-9%	7.7k	97.49	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.1	$720k	+132%	12k	58.61	View chart
Intuit (INTU)	0.1	$718k	+2%	1.2k	621.18	View chart
Mastercard Incorporated Cl A (MA)	0.1	$714k		1.4k	493.81	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$713k	+91%	7.3k	98.11	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$689k		5.9k	117.28	View chart
Microstrategy Cl A New (MSTR)	0.1	$688k	+895%	4.1k	168.60	View chart
Sherwin-Williams Company (SHW)	0.1	$685k		1.8k	381.65	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.1	$666k	+24%	15k	44.22	View chart
Bank of America Corporation (BAC)	0.1	$664k	-52%	17k	39.68	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$658k	+17%	13k	49.47	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$648k		5.4k	119.54	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$638k		2.4k	267.41	View chart
Ge Aerospace Com New (GE)	0.1	$638k	+46%	3.4k	188.59	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.1	$635k	+67%	19k	34.02	View chart
Cava Group Ord (CAVA)	0.1	$631k	+16%	5.1k	123.85	View chart
International Business Machines (IBM)	0.1	$622k		2.8k	221.08	View chart
Freeport-mcmoran CL B (FCX)	0.1	$622k		13k	49.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$615k	+24%	7.3k	84.53	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$612k		12k	51.12	View chart
Consolidated Edison (ED)	0.1	$612k		5.9k	104.13	View chart
salesforce (CRM)	0.1	$611k	-12%	2.2k	273.68	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$602k		4.2k	142.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$595k		7.1k	83.64	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$594k	+8%	2.4k	245.45	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$591k		3.1k	190.72	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$590k	+5%	5.5k	107.65	View chart
Lowe's Companies (LOW)	0.1	$588k		2.2k	270.88	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$577k	+23%	8.0k	72.04	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$571k	+26%	12k	46.83	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$565k	-4%	5.6k	100.14	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$564k		14k	40.14	View chart
Cisco Systems (CSCO)	0.1	$557k		11k	53.22	View chart
International Game Technolog Shs Usd (IGT)	0.1	$549k		26k	21.30	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$542k	+133%	9.4k	57.53	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$539k		16k	34.29	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$538k	-4%	9.4k	57.22	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.1	$530k	+8%	25k	21.62	View chart
AeroVironment (AVAV)	0.1	$528k	+47%	2.6k	200.50	View chart
Ishares Tr Esg Scrnd S&p Sm (XJR)	0.1	$528k	+28%	13k	41.81	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$520k		4.8k	108.78	View chart
TJX Companies (TJX)	0.1	$513k	+5%	4.4k	117.53	View chart
Qualcomm (QCOM)	0.1	$505k	+17%	3.0k	170.04	View chart
Cohen & Steers REIT/P (RNP)	0.1	$501k		21k	23.67	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.1	$494k	-11%	26k	19.25	View chart
Deere & Company (DE)	0.1	$493k	-17%	1.2k	417.27	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$492k	+21%	12k	39.82	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$486k	-6%	17k	29.29	View chart
Adobe Systems Incorporated (ADBE)	0.0	$481k	+9%	928.00	517.78	View chart
Trane Technologies SHS (TT)	0.0	$475k		1.2k	388.78	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$472k		7.3k	64.74	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$458k		14k	33.86	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.0	$457k	+15%	11k	42.29	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$451k	+35%	1.6k	276.70	View chart
Ready Cap Corp Com reit (RC)	0.0	$441k	-22%	58k	7.63	View chart
Abbott Laboratories (ABT)	0.0	$440k	+10%	3.9k	114.00	View chart
At&t (T)	0.0	$437k	-2%	20k	22.00	View chart
PNC Financial Services (PNC)	0.0	$434k	+20%	2.3k	184.87	View chart
Servicenow (NOW)	0.0	$433k	+4%	484.00	894.39	View chart
Verizon Communications (VZ)	0.0	$430k	+31%	9.6k	44.91	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$428k	-39%	5.1k	83.15	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$425k		9.2k	46.34	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$420k		3.2k	131.91	View chart
Enbridge (ENB)	0.0	$414k		10k	40.61	View chart
First Tr High Yield Opprt 20 (FTHY)	0.0	$387k	NEW	26k	15.12	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.0	$386k		30k	13.06	View chart
Phillips 66 (PSX)	0.0	$386k	-3%	2.9k	131.47	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$377k	NEW	10k	36.13	View chart
Immunome (IMNM)	0.0	$377k		26k	14.62	View chart
Texas Instruments Incorporated (TXN)	0.0	$375k	-20%	1.8k	206.54	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.0	$373k	-38%	7.0k	53.53	View chart
Rumbleon Com Cl B (RMBL)	0.0	$366k	+146%	77k	4.79	View chart
EOG Resources (EOG)	0.0	$366k	+5%	3.0k	122.94	View chart
Uber Technologies (UBER)	0.0	$365k	-2%	4.9k	75.16	View chart
Marriott Intl Cl A (MAR)	0.0	$364k		1.5k	248.68	View chart
Thor Industries (THO)	0.0	$358k		3.3k	109.90	View chart
Intuitive Surgical Com New (ISRG)	0.0	$357k	-2%	726.00	491.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$355k	-8%	1.6k	220.91	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$354k		4.0k	88.15	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$348k	+30%	7.4k	47.12	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$346k		979.00	353.52	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$345k		2.6k	132.26	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$344k	+19%	22k	16.05	View chart
Target Corporation (TGT)	0.0	$344k	+7%	2.2k	155.84	View chart
Lennar Corp Cl A (LEN)	0.0	$342k		1.8k	187.44	View chart
BlackRock (BLK)	0.0	$340k	+11%	358.00	948.28	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$338k	+53%	5.5k	61.11	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$336k		2.7k	124.56	View chart
Lam Research Corporation (LRCX)	0.0	$335k	NEW	411.00	815.73	View chart
Ishares Msci World Etf (URTH)	0.0	$333k	NEW	2.1k	156.91	View chart
Progress Software Corporation (PRGS)	0.0	$330k		4.9k	67.37	View chart
Kinder Morgan (KMI)	0.0	$321k	+4%	15k	22.09	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$316k		4.3k	73.66	View chart
Bristol Myers Squibb (BMY)	0.0	$315k	NEW	6.1k	51.74	View chart
United Rentals (URI)	0.0	$314k	+6%	388.00	808.78	View chart
Coastal Finl Corp Wa Com New (CCB)	0.0	$310k		5.7k	53.99	View chart
Wells Fargo & Company (WFC)	0.0	$310k		5.5k	56.49	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.0	$306k	+36%	8.7k	34.99	View chart
Novartis Sponsored Adr (NVS)	0.0	$304k		2.6k	115.04	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$297k	+2%	3.1k	96.39	View chart
Vanguard World Health Car Etf (VHT)	0.0	$295k	+2%	1.0k	282.07	View chart
Citigroup Com New (C)	0.0	$294k	+2%	4.7k	62.59	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$293k	-6%	4.5k	64.62	View chart
Moody's Corporation (MCO)	0.0	$291k	NEW	613.00	474.59	View chart
Nucor Corporation (NUE)	0.0	$290k		1.9k	150.34	View chart
Amgen (AMGN)	0.0	$289k	+15%	896.00	322.17	View chart
Public Service Enterprise (PEG)	0.0	$285k		3.2k	89.22	View chart
Super Micro Computer (SMCI)	0.0	$280k	-46%	673.00	416.40	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$275k	+11%	6.3k	43.59	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$275k	-2%	5.4k	50.50	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$269k	-3%	5.3k	50.79	View chart
Bk Nova Cad (BNS)	0.0	$267k		4.9k	54.49	View chart
Medtronic SHS (MDT)	0.0	$264k	-10%	2.9k	90.02	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$264k	NEW	930.00	283.95	View chart
Metropcs Communications (TMUS)	0.0	$261k	NEW	1.3k	206.29	View chart
AECOM Technology Corporation (ACM)	0.0	$259k		2.5k	103.25	View chart
Northrop Grumman Corporation (NOC)	0.0	$258k	NEW	489.00	528.47	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$258k		2.9k	90.20	View chart
Cigna Corp (CI)	0.0	$256k		740.00	346.50	View chart
Emerson Electric (EMR)	0.0	$252k	-20%	2.3k	109.37	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$251k		1.7k	149.64	View chart
Paychex (PAYX)	0.0	$251k	NEW	1.9k	134.18	View chart
Sundial Growers (SNDL)	0.0	$248k		120k	2.06	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$247k		2.3k	106.75	View chart
Spdr Ser Tr S&p Bk Etf (KBE)	0.0	$241k		4.5k	52.89	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$240k		2.0k	120.38	View chart
Rbc Cad (RY)	0.0	$240k		1.9k	124.73	View chart
Prudential Financial (PRU)	0.0	$238k	-43%	2.0k	121.10	View chart
Equinix (EQIX)	0.0	$238k		268.00	887.63	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$233k	+2%	9.3k	25.01	View chart
Danaher Corporation (DHR)	0.0	$233k	NEW	837.00	278.13	View chart
Travelers Companies (TRV)	0.0	$230k	NEW	984.00	234.15	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$230k		2.5k	91.30	View chart
American Tower Reit (AMT)	0.0	$226k	NEW	970.00	232.63	View chart
American Electric Power Company (AEP)	0.0	$225k	NEW	2.2k	102.59	View chart
Valero Energy Corporation (VLO)	0.0	$225k	-5%	1.7k	135.02	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$221k	NEW	6.7k	33.23	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$220k	-17%	3.7k	59.23	View chart
Oneok (OKE)	0.0	$216k	NEW	2.4k	91.15	View chart
Advanced Micro Devices (AMD)	0.0	$216k	NEW	1.3k	164.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$215k	NEW	2.1k	101.29	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.0	$211k		2.0k	105.66	View chart
Intercontinental Exchange (ICE)	0.0	$211k	NEW	1.3k	160.67	View chart
Calix (CALX)	0.0	$211k	NEW	5.4k	38.79	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$211k	NEW	2.7k	77.61	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$210k	NEW	617.00	340.50	View chart
W.W. Grainger (GWW)	0.0	$209k	NEW	201.00	1038.81	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$207k	NEW	2.9k	72.63	View chart
Micron Technology (MU)	0.0	$207k	-11%	2.0k	103.72	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$207k	NEW	12k	17.37	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$206k		8.8k	23.45	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$205k	NEW	1.9k	109.31	View chart
Ge Vernova (GEV)	0.0	$204k	NEW	798.00	254.98	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$203k	-57%	2.8k	71.54	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.0	$202k	NEW	2.8k	72.12	View chart
Applied Materials (AMAT)	0.0	$202k		998.00	202.15	View chart
Baker Hughes Company Cl A (BKR)	0.0	$201k	NEW	5.6k	36.15	View chart
Air Products & Chemicals (APD)	0.0	$200k	NEW	672.00	297.74	View chart
Ford Motor Company (F)	0.0	$160k	NEW	15k	10.56	View chart
Enovix Corp (ENVX)	0.0	$146k	+39%	16k	9.34	View chart
Amplify Etf Tr Seymour Cannbs (CNBS)	0.0	$117k		26k	4.49	View chart
Invesco Qqq Tr Put Put Option (Principal)	0.0	$116k	NEW	14k	8.28	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$112k	NEW	11k	10.46	View chart
Checkpoint Therapeutics Com New (CKPT)	0.0	$78k	+12%	35k	2.24	View chart
Lilium N V Class A Ord Shs (LILM)	0.0	$70k		90k	0.77	View chart
Lifemd (LFMD)	0.0	$64k	-19%	12k	5.24	View chart
Castellum Com New (CTM)	0.0	$44k		250k	0.17	View chart
New York Cmnty Bancorp Call Call Option (Principal)	0.0	$16k	NEW	25k	0.65	View chart
Sangamo Biosciences (SGMO)	0.0	$8.7k	NEW	10k	0.87	View chart
Lilium N V *w Exp 09/14/202 (LILMW)	0.0	$4.0k		40k	0.10	View chart

Past Filings by Magnus Financial Group

SEC 13F filings are viewable for Magnus Financial Group going back to 2018

Magnus Financial Group 2024 Q3 filed Oct. 15, 2024
Magnus Financial Group 2024 Q2 filed Aug. 2, 2024
Magnus Financial Group 2024 Q1 filed May 3, 2024
Magnus Financial Group 2023 Q3 filed Oct. 10, 2023
Magnus Financial Group 2023 Q2 filed July 19, 2023
Magnus Financial Group 2023 Q1 filed May 10, 2023
Magnus Financial Group 2022 Q4 filed Feb. 2, 2023
Magnus Financial Group 2022 Q3 filed Nov. 9, 2022
Magnus Financial Group 2022 Q2 filed Aug. 11, 2022
Magnus Financial Group 2022 Q1 filed May 12, 2022
Magnus Financial Group 2021 Q4 filed Feb. 10, 2022
Magnus Financial Group 2021 Q3 filed Nov. 12, 2021
Magnus Financial Group 2021 Q2 filed Aug. 6, 2021
Magnus Financial Group 2021 Q1 filed May 5, 2021
Magnus Financial Group 2020 Q4 filed Feb. 5, 2021
Magnus Financial Group 2020 Q3 filed Nov. 5, 2020

View all past filings

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