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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, JEPI, IJR, and represent 23.90% of Magnus Financial Group's stock portfolio.
Added to shares of these 10 stocks: BITB (+$7.7M), SPYV, AAPL, JCPB, IJH, PCMM, RSP, CGDV, BRK.A, IEMG.
Started 29 new stock positions in IYM, ALT, VITL, XLG, SCHQ, HOOD, ADP, MCK, TSLX, MFG.
Reduced shares in these 10 stocks: Globalstar (-$53M), IBIT (-$5.9M), JNJ, CNBS, JBBB, USFR, IJR, CTM, XLE, SPTL.
Sold out of its positions in ADBE, AVAV, Apple Inc option, BKR, COF, CTM, CKPT, DAL, F, FCX.
Magnus Financial Group was a net seller of stock by $-32M.
Magnus Financial Group has $1.0B in assets under management (AUM), dropping by -0.32%.
Central Index Key (CIK): 0001765216

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Portfolio Holdings for Magnus Financial Group

Magnus Financial Group holds 366 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	8.5	$88M	+3%	1.7M	51.07	View chart
Vanguard Index Fds Growth Etf (VUG)	4.7	$48M		131k	370.82	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.4	$45M	+3%	774k	58.35	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.2	$33M		581k	57.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.1	$32M		306k	104.57	View chart
Apple (AAPL)	3.0	$31M	+6%	139k	222.13	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	3.0	$31M		849k	36.37	View chart
Ishares Core Msci Emkt (IEMG)	2.6	$27M	+2%	507k	53.97	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.6	$27M	+2%	1.5M	17.59	View chart
Ishares Tr U.s. Finls Etf (IYF)	2.1	$22M		196k	112.85	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.7	$18M		357k	50.00	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.5	$16M	+13%	329k	47.04	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.4	$14M	+2%	306k	46.07	View chart
Ishares Tr U.s. Real Es Etf (IYR)	1.3	$14M	+5%	145k	95.75	View chart
JPMorgan Chase & Co. (JPM)	1.3	$13M		55k	245.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$13M		24k	559.40	View chart
Amazon (AMZN)	1.3	$13M	-2%	69k	190.26	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.2	$12M	+2%	148k	80.37	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.1	$11M	+3%	221k	50.71	View chart
Microsoft Corporation (MSFT)	1.1	$11M		30k	375.39	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	1.1	$11M	+3%	317k	34.95	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.0	$10M	-36%	215k	46.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$9.7M	+5%	215k	45.26	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$9.2M	+4%	117k	78.94	View chart
Johnson & Johnson (JNJ)	0.8	$8.5M	-32%	52k	165.84	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.8	$8.4M		108k	77.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$7.8M	+9%	15k	513.90	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.7	$7.7M	NEW	172k	44.88	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.7	$7.3M		22k	334.48	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.7	$7.1M	+4%	278k	25.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$6.8M		13k	532.58	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$6.6M	-5%	133k	49.90	View chart
Exxon Mobil Corporation (XOM)	0.6	$6.6M		56k	118.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$6.6M	+16%	38k	173.23	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$6.4M	+5%	92k	69.74	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.6	$6.3M		154k	40.77	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.6	$6.1M	+7%	187k	32.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$6.1M	-2%	39k	154.64	View chart
Tesla Motors (TSLA)	0.6	$6.0M		23k	259.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$5.8M	+8%	13k	468.92	View chart
Meta Platforms Cl A (META)	0.6	$5.7M		9.9k	576.35	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$5.6M	+4%	39k	146.01	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$5.5M	-8%	59k	93.45	View chart
Visa Com Cl A (V)	0.5	$5.4M		16k	350.45	View chart
Eli Lilly & Co. (LLY)	0.5	$5.1M		6.1k	825.85	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.5	$4.9M		363k	13.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$4.9M		32k	156.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.8M		8.5k	561.89	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.5	$4.8M	-5%	95k	50.42	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$4.6M	+16%	35k	131.07	View chart
NVIDIA Corporation (NVDA)	0.4	$4.5M	+12%	42k	108.38	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.4	$4.5M		65k	68.36	View chart
First Tr Exch Traded Fd Iii New York Muni (FMNY)	0.4	$4.4M		167k	26.29	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$4.3M	-15%	85k	50.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$4.2M	-2%	19k	221.75	View chart
Globalstar	0.4	$4.0M	-92%	192k	20.86	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.4	$4.0M	+28%	111k	35.64	View chart
Palo Alto Networks (PANW)	0.4	$3.9M	+3%	23k	170.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$3.7M		20k	188.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$3.7M		21k	172.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$3.7M	-7%	21k	170.89	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$3.6M	+23%	70k	51.78	View chart
Chevron Corporation (CVX)	0.4	$3.6M	+2%	22k	167.29	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$3.5M	+17%	30k	118.13	View chart
Spotify Technology S A SHS (SPOT)	0.3	$3.5M		6.3k	550.03	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$3.5M	+18%	101k	34.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$3.3M	+3%	36k	92.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$3.3M	+2%	130k	25.04	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$3.2M	+14%	17k	190.58	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$3.0M	-12%	15k	206.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.0M		11k	258.61	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$2.9M	+7%	5.3k	542.40	View chart
Thermo Fisher Scientific (TMO)	0.3	$2.9M		5.8k	497.60	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$2.9M		58k	49.81	View chart
Broadcom (AVGO)	0.3	$2.9M	-7%	17k	167.43	View chart
Kayne Anderson MLP Investment (KYN)	0.3	$2.8M	+12%	220k	12.83	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$2.8M	+5%	20k	139.78	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.3	$2.8M	-3%	54k	52.35	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$2.8M	-7%	34k	82.73	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$2.7M	+18%	33k	81.67	View chart
UnitedHealth (UNH)	0.3	$2.6M		5.0k	523.77	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.2	$2.5M	+5%	139k	18.39	View chart
Home Depot (HD)	0.2	$2.5M		6.7k	366.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.4M	-6%	13k	186.29	View chart
Lockheed Martin Corporation (LMT)	0.2	$2.3M		5.1k	446.67	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$2.3M	+17%	29k	78.85	View chart
Palantir Technologies Cl A (PLTR)	0.2	$2.3M	-3%	27k	84.40	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$2.2M		9.2k	244.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.2M	+5%	7.8k	288.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.2M	+26%	6.2k	361.11	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$2.2M	-10%	12k	188.18	View chart
Pepsi (PEP)	0.2	$2.2M		15k	149.94	View chart
Goldman Sachs (GS)	0.2	$2.2M	+3%	3.9k	546.30	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$2.1M	-8%	11k	197.45	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.1M		16k	134.29	View chart
Walt Disney Company (DIS)	0.2	$2.1M	+2%	21k	98.70	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$2.0M	-2%	22k	92.38	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$2.0M	-19%	73k	27.26	View chart
Honeywell International (HON)	0.2	$1.9M	+2%	9.2k	211.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.9M	+3%	37k	50.83	View chart
Wal-Mart Stores (WMT)	0.2	$1.8M		20k	87.79	View chart
Boeing Company (BA)	0.2	$1.8M	+2%	10k	170.55	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.8M	-10%	23k	75.65	View chart
Enterprise Products Partners (EPD)	0.2	$1.8M		52k	34.14	View chart
Netflix (NFLX)	0.2	$1.7M		1.9k	932.28	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.2	$1.7M	+2%	1.4k	1200.80	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.2	$1.7M	+12%	1.4k	1234.57	View chart
McDonald's Corporation (MCD)	0.2	$1.7M		5.4k	312.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.7M		12k	140.44	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.7M		23k	72.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.6M		5.9k	274.84	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$1.6M	+46%	17k	96.45	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.1	$1.5M		32k	48.54	View chart
Axon Enterprise (AXON)	0.1	$1.5M	+12%	2.9k	525.95	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$1.5M	+5%	67k	22.45	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.5M		13k	119.47	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$1.5M		73k	20.29	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$1.5M		25k	57.30	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.4M	+36%	38k	37.73	View chart
Abbvie (ABBV)	0.1	$1.4M		6.6k	209.53	View chart
Morgan Stanley Com New (MS)	0.1	$1.4M	-8%	12k	116.67	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$1.4M	-44%	28k	48.67	View chart
Costco Wholesale Corporation (COST)	0.1	$1.4M	+7%	1.4k	945.86	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.4M		10k	132.46	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$1.3M	-18%	11k	127.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.3M		10k	128.96	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.3M	+7%	30k	43.70	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.3M	-5%	14k	93.78	View chart
Williams Companies (WMB)	0.1	$1.3M		22k	59.76	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$1.3M	+2%	28k	46.67	View chart
Union Pacific Corporation (UNP)	0.1	$1.3M		5.5k	236.23	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$1.3M		24k	52.65	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$1.3M		33k	38.45	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.3M	+6%	12k	108.69	View chart
American Express Company (AXP)	0.1	$1.3M	+5%	4.7k	269.07	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$1.2M	+64%	21k	60.15	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.2M	+5%	14k	90.54	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.2M	-14%	6.1k	202.13	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$1.2M	+4%	9.2k	132.23	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$1.2M	+7%	40k	30.43	View chart
Philip Morris International (PM)	0.1	$1.2M	+107%	7.4k	158.72	View chart
Fair Isaac Corporation (FICO)	0.1	$1.2M		634.00	1844.16	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$1.2M		81k	14.28	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$1.1M		32k	35.05	View chart
Caterpillar (CAT)	0.1	$1.1M	-7%	3.4k	329.77	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.1	$1.1M	+18%	18k	62.77	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.1M		2.6k	419.86	View chart
Pfizer (PFE)	0.1	$1.1M		43k	25.34	View chart
Waste Management (WM)	0.1	$1.1M	+2%	4.7k	231.49	View chart
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)	0.1	$1.1M	NEW	21k	50.88	View chart
Microstrategy Cl A New (MSTR)	0.1	$1.0M		3.6k	288.27	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$1.0M	-18%	16k	65.76	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.0M	-3%	15k	66.27	View chart
Coca-Cola Company (KO)	0.1	$1.0M	-2%	14k	71.62	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$1.0M		24k	41.85	View chart
Nike CL B (NKE)	0.1	$1.0M	+4%	16k	63.48	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.0M		9.5k	105.44	View chart
Oracle Corporation (ORCL)	0.1	$1.0M		7.2k	139.82	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$995k		53k	18.70	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$989k		26k	37.49	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$962k	+14%	30k	32.36	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$960k		6.0k	160.55	View chart
Lexington Realty Trust (LXP)	0.1	$940k	+3%	109k	8.65	View chart
International Business Machines (IBM)	0.1	$913k	+32%	3.7k	248.63	View chart
Bank of America Corporation (BAC)	0.1	$886k		21k	41.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$858k	-26%	14k	61.78	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$855k	+2%	14k	63.53	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$854k	+3%	11k	74.72	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$853k	+6%	17k	51.18	View chart
Ishares Tr Esg Select Scre (XVV)	0.1	$833k	+2%	20k	42.78	View chart
Procter & Gamble Company (PG)	0.1	$815k		4.8k	170.43	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$809k		79k	10.24	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$800k	+20%	3.8k	211.49	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$798k	NEW	1.00	798442.00	View chart
First Tr High Yield Opprt 20 (FTHY)	0.1	$774k	+60%	54k	14.45	View chart
At&t (T)	0.1	$773k	+4%	27k	28.28	View chart
Mastercard Incorporated Cl A (MA)	0.1	$770k		1.4k	547.96	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$769k	NEW	8.4k	91.73	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$737k		15k	48.76	View chart
Starbucks Corporation (SBUX)	0.1	$736k		7.5k	98.09	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$722k		11k	67.34	View chart
Intuit (INTU)	0.1	$711k		1.2k	614.19	View chart
Ares Capital Corporation (ARCC)	0.1	$694k	+2%	31k	22.16	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$679k		5.8k	117.49	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$675k	-13%	13k	50.66	View chart
Ge Aerospace Com New (GE)	0.1	$675k		3.4k	200.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$669k		3.4k	193.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$661k	+4%	24k	27.96	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$658k	+164%	1.9k	352.58	View chart
Consolidated Edison (ED)	0.1	$650k		5.9k	110.59	View chart
Cisco Systems (CSCO)	0.1	$644k		10k	61.71	View chart
Kayne Anderson Bdc Com Shs (KBDC)	0.1	$637k	+32%	39k	16.22	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$635k	+109%	10k	63.00	View chart
Merck & Co (MRK)	0.1	$632k		7.0k	89.75	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$622k	-17%	4.1k	150.98	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$615k		12k	50.23	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$600k		2.4k	251.75	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$595k	-43%	4.9k	121.91	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$589k	-18%	928.00	634.23	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$586k	+30%	2.2k	270.88	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$580k		3.1k	184.21	View chart
Ishares Tr Esg Select Scree (XJR)	0.1	$576k	+3%	15k	37.62	View chart
Deere & Company (DE)	0.1	$572k	+2%	1.2k	469.34	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$572k	-13%	13k	45.07	View chart
Nextera Energy (NEE)	0.1	$569k	-3%	8.0k	70.89	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$558k	-42%	11k	49.62	View chart
salesforce (CRM)	0.1	$556k	-9%	2.1k	268.39	View chart
Sherwin-Williams Company (SHW)	0.1	$555k	-11%	1.6k	349.29	View chart
PNC Financial Services (PNC)	0.1	$553k	-6%	3.1k	175.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$550k	-2%	6.7k	81.73	View chart
Cava Group Ord (CAVA)	0.1	$546k	+9%	6.3k	86.41	View chart
Amazon Call Call Option (Principal)	0.1	$542k	+20%	6.0k	90.37	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$541k	+2%	5.4k	100.20	View chart
Abbott Laboratories (ABT)	0.1	$536k		4.0k	132.65	View chart
Wells Fargo & Company (WFC)	0.1	$536k		7.5k	71.79	View chart
TJX Companies (TJX)	0.1	$532k		4.4k	121.81	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$527k	-7%	3.9k	135.69	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$527k		16k	32.99	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$526k	-21%	8.9k	58.94	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$522k	+13%	11k	45.97	View chart
Chicago Atlantic Real Estate Fin (REFI)	0.1	$521k	+7%	35k	14.70	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$521k		14k	37.27	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.1	$518k	+22%	15k	34.91	View chart
Lowe's Companies (LOW)	0.0	$508k		2.2k	233.22	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.0	$506k	NEW	15k	32.76	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$500k	+76%	5.2k	95.37	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$499k	NEW	11k	45.51	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$489k		4.8k	102.41	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$485k		23k	21.23	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$483k	+4%	12k	39.07	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$478k	-4%	4.1k	116.38	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$461k		14k	32.37	View chart
Bristol Myers Squibb (BMY)	0.0	$460k	-3%	7.5k	60.99	View chart
Ishares Msci World Etf (URTH)	0.0	$458k	+43%	3.0k	153.18	View chart
Qualcomm (QCOM)	0.0	$456k		3.0k	153.63	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$449k	-11%	8.6k	52.38	View chart
Altria (MO)	0.0	$449k	NEW	7.5k	60.02	View chart
Bioharvest Sciences Com New (BHST)	0.0	$444k	+104%	72k	6.19	View chart
Annaly Capital Management In Com New (NLY)	0.0	$441k	NEW	22k	20.31	View chart
Cohen & Steers REIT/P (RNP)	0.0	$440k		20k	22.07	View chart
Uber Technologies (UBER)	0.0	$432k	+8%	5.9k	72.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$428k	-42%	4.3k	99.99	View chart
Citigroup Com New (C)	0.0	$426k	-6%	6.0k	70.99	View chart
Coastal Finl Corp Wa Com New (CCB)	0.0	$422k	-14%	4.7k	90.41	View chart
Servicenow (NOW)	0.0	$420k	+2%	527.00	796.14	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.0	$416k	NEW	20k	21.21	View chart
Trane Technologies SHS (TT)	0.0	$414k		1.2k	336.99	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$412k	-9%	8.4k	49.30	View chart
Altus Power Com Cl A (AMPS)	0.0	$405k		82k	4.95	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$404k		3.2k	127.08	View chart
Verizon Communications (VZ)	0.0	$398k		8.8k	45.36	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$397k		14k	29.28	View chart
Kinder Morgan (KMI)	0.0	$392k	-16%	14k	28.53	View chart
Blackrock (BLK)	0.0	$392k	+5%	414.00	946.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$390k	+45%	3.9k	98.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$385k	+4%	1.9k	199.48	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$381k	+48%	4.2k	91.02	View chart
Amgen (AMGN)	0.0	$377k	+37%	1.2k	311.61	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.0	$377k		30k	12.74	View chart
Phillips 66 (PSX)	0.0	$370k	+2%	3.0k	123.50	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.0	$367k		20k	18.68	View chart
EOG Resources (EOG)	0.0	$366k	-4%	2.9k	128.23	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$364k	-20%	5.9k	62.10	View chart
Immunome (IMNM)	0.0	$360k		54k	6.73	View chart
Corning Incorporated (GLW)	0.0	$359k	+21%	7.9k	45.78	View chart
Intuitive Surgical Com New (ISRG)	0.0	$359k		725.00	495.27	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$353k		5.4k	65.17	View chart
United Rentals (URI)	0.0	$347k	+42%	554.00	626.53	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$346k	-21%	19k	18.59	View chart
Marriott Intl Cl A (MAR)	0.0	$343k		1.4k	238.15	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$341k	-24%	5.0k	68.56	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$341k		4.0k	85.06	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$334k	+40%	29k	11.63	View chart
Becton, Dickinson and (BDX)	0.0	$333k		1.5k	229.00	View chart
Spdr Ser Tr S&p Bk Etf (KBE)	0.0	$333k	+21%	6.3k	52.96	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$322k	NEW	14k	22.38	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$321k	-15%	8.4k	38.36	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$317k	-3%	2.5k	125.96	View chart
Texas Instruments Incorporated (TXN)	0.0	$316k		1.8k	179.75	View chart
Medtronic SHS (MDT)	0.0	$310k		3.4k	89.85	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$306k		980.00	311.92	View chart
Lennar Corp Cl A (LEN)	0.0	$300k	+13%	2.6k	114.76	View chart
Novartis Sponsored Adr (NVS)	0.0	$295k		2.6k	111.50	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$295k		31k	9.58	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$293k	-2%	4.3k	67.85	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$291k		4.5k	64.69	View chart
Paychex (PAYX)	0.0	$290k		1.9k	154.30	View chart
Moody's Corporation (MCO)	0.0	$286k		613.00	465.69	View chart
Metropcs Communications (TMUS)	0.0	$285k		1.1k	266.78	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$283k	+32%	12k	22.98	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$280k	+7%	2.9k	96.90	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$280k	+2%	2.9k	95.51	View chart
Vanguard World Health Car Etf (VHT)	0.0	$273k		1.0k	264.66	View chart
EQT Corporation (EQT)	0.0	$267k	NEW	5.0k	53.43	View chart
Alphabet Call Call Option (Principal)	0.0	$266k	+150%	5.0k	53.21	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$265k	NEW	2.3k	116.35	View chart
Public Service Enterprise (PEG)	0.0	$265k		3.2k	82.30	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$263k	NEW	1.6k	160.70	View chart
Travelers Companies (TRV)	0.0	$261k		988.00	264.34	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$258k	+4%	13k	20.00	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$258k	-14%	5.6k	46.08	View chart
Progress Software Corporation (PRGS)	0.0	$253k		4.9k	51.51	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$252k	NEW	1.9k	134.77	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$250k	+5%	2.7k	93.65	View chart
Thor Industries (THO)	0.0	$249k		3.3k	75.80	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$248k	-17%	4.5k	55.44	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$248k	-13%	5.5k	45.07	View chart
Prudential Financial (PRU)	0.0	$247k		2.2k	111.68	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$247k		4.4k	56.28	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$244k	NEW	4.1k	58.96	View chart
Ge Vernova (GEV)	0.0	$243k		796.00	305.31	View chart
Cigna Corp (CI)	0.0	$243k		738.00	329.13	View chart
American Electric Power Company (AEP)	0.0	$243k		2.2k	109.29	View chart
Bk Nova Cad (BNS)	0.0	$242k		5.1k	47.43	View chart
Equinix (EQIX)	0.0	$241k		296.00	815.27	View chart
Northrop Grumman Corporation (NOC)	0.0	$241k	-13%	470.00	512.04	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	0.0	$240k	-20%	12k	20.36	View chart
Nucor Corporation (NUE)	0.0	$240k	+3%	2.0k	120.33	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$238k	+15%	3.0k	78.55	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$238k	+3%	2.1k	114.88	View chart
Oneok (OKE)	0.0	$235k		2.4k	99.24	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$235k	-14%	1.5k	153.14	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$235k	NEW	4.4k	53.52	View chart
AECOM Technology Corporation (ACM)	0.0	$234k	-48%	2.5k	92.73	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$232k		3.3k	69.81	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$231k	-5%	2.7k	85.98	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$229k	-36%	4.2k	55.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$228k	+17%	1.9k	121.99	View chart
Intercontinental Exchange (ICE)	0.0	$228k	NEW	1.3k	172.55	View chart
Shopify Cl A (SHOP)	0.0	$227k	+4%	2.4k	95.48	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$223k	-7%	4.2k	53.25	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$222k	-5%	4.3k	51.08	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$221k	NEW	5.3k	41.62	View chart
McKesson Corporation (MCK)	0.0	$217k	NEW	323.00	672.70	View chart
Rbc Cad (RY)	0.0	$216k		1.9k	112.72	View chart
Cme (CME)	0.0	$216k	-33%	814.00	265.23	View chart
Live Nation Entertainment (LYV)	0.0	$214k		1.6k	130.58	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$214k	NEW	9.2k	23.16	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.0	$214k	-5%	4.3k	50.15	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$212k	NEW	4.6k	46.02	View chart
Charles Schwab Corporation (SCHW)	0.0	$211k	NEW	2.7k	78.27	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$211k	+10%	396.00	532.89	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$210k	-11%	2.1k	102.19	View chart
Emerson Electric (EMR)	0.0	$208k	+7%	1.9k	109.66	View chart
Tapestry (TPR)	0.0	$206k	NEW	2.9k	70.41	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$206k	-12%	8.4k	24.44	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$204k	-31%	2.0k	103.74	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$203k	-13%	795.00	255.43	View chart
Automatic Data Processing (ADP)	0.0	$202k	NEW	663.00	305.32	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$201k		617.00	325.55	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.0	$200k	-16%	3.5k	56.85	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$192k	+53%	20k	9.58	View chart
Capricor Therapeutics Com New (CAPR)	0.0	$190k		20k	9.49	View chart
Amplify Etf Tr Seymour Cannbs (CNBS)	0.0	$170k	-88%	10k	16.91	View chart
Sundial Growers (SNDL)	0.0	$170k	-3%	120k	1.41	View chart
Spdr S&p 500 Etf Tr Call Call Option (Principal)	0.0	$149k	NEW	10k	14.90	View chart
Rumbleon Com Cl B (RMBL)	0.0	$113k	+141%	40k	2.82	View chart
Perfect Moment Com Shs (PMNT)	0.0	$112k	+271%	102k	1.10	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$102k	NEW	19k	5.51	View chart
Essa Pharma Com New (EPIX)	0.0	$87k		55k	1.58	View chart
One Group Hospitality In (STKS)	0.0	$75k		25k	2.99	View chart
Altimmune Com New (ALT)	0.0	$50k	NEW	10k	5.00	View chart
Snail Class A Com (SNAL)	0.0	$25k	NEW	29k	0.88	View chart
Bioatla (BCAB)	0.0	$16k		47k	0.35	View chart
Sangamo Biosciences (SGMO)	0.0	$6.6k		10k	0.66	View chart
Vital Farms Call Option (Principal) (VITL)	0.0	$1.5k	NEW	30k	0.05	View chart

Past Filings by Magnus Financial Group

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

Magnus Financial Group 2025 Q1 filed April 11, 2025
Magnus Financial Group 2024 Q4 filed Jan. 17, 2025
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

View all past filings

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