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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, AAPL, IEMG, and represent 22.85% of Magnus Financial Group's stock portfolio.
Added to shares of these 10 stocks: GMNY, XLK, BITB, XLE, AAPL, HEDG, GSAT, JCPB, NFLX, SPYV.
Started 43 new stock positions in PXLW, AMD, IUSB, GPIQ, Facebook Inc call, GPIX, SHV, RILY, LFMD, MAPS.
Reduced shares in these 10 stocks: JAAA, SPOT, IBIT, JSI, PCMM, SHY, Lexington Realty Trust, USFR, FRDM, BXSL.
Sold out of its positions in AEM, DOMH, Anavex Life Sciences Corp call, INMU, HYT, BXSL, BTG, CAPR, Capricor Therapeutics, ENX.
Magnus Financial Group was a net buyer of stock by $39M.
Magnus Financial Group has $1.3B in assets under management (AUM), dropping by 3.37%.
Central Index Key (CIK): 0001765216

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Portfolio Holdings for Magnus Financial Group

Magnus Financial Group holds 419 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYV)	7.7	$100M		1.8M	56.81	View chart
Vanguard Index Fds Growth Etf (VUG)	5.1	$67M	+2%	138k	487.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.1	$54M		815k	66.00	View chart
Apple (AAPL)	3.1	$40M	+6%	147k	271.86	View chart
Ishares Core Msci Emkt (IEMG)	2.9	$38M	+4%	563k	67.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.8	$37M		307k	120.18	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.5	$33M		1.8M	18.22	View chart
Tortoise Capital Series Trus North Amern Pipe (TPYP)	2.3	$30M		861k	35.29	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.1	$27M		467k	58.12	View chart
Ishares Tr U.s. Finls Etf (IYF)	2.0	$26M		201k	128.93	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.5	$20M	+10%	420k	47.35	View chart
JPMorgan Chase & Co. (JPM)	1.4	$18M	+2%	57k	322.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$18M	+4%	26k	681.92	View chart
Amazon (AMZN)	1.3	$18M	+4%	76k	230.82	View chart
Microsoft Corporation (MSFT)	1.2	$16M	+4%	33k	483.61	View chart
Spdr Series Trust State Street Spd (SPYG)	1.2	$16M	-4%	146k	106.70	View chart
Ishares Tr U.s. Real Es Etf (IYR)	1.2	$16M	+5%	166k	93.89	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.2	$16M	+2%	336k	46.29	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.2	$15M	-11%	308k	49.65	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	1.1	$15M	+25%	312k	47.56	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$15M	-3%	255k	57.24	View chart
Globalstar Com New (GSAT)	1.1	$14M	+17%	229k	61.04	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.0	$14M	+4%	269k	50.50	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	1.0	$14M		325k	41.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$13M	+2%	41k	313.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$12M		224k	53.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$11M		18k	627.14	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$11M	+5%	133k	79.73	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.8	$11M	+8%	113k	93.97	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$10M		238k	43.64	View chart
Tesla Motors (TSLA)	0.8	$10M		23k	449.72	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.7	$9.8M		22k	444.59	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.7	$9.6M		112k	86.25	View chart
NVIDIA Corporation (NVDA)	0.7	$9.5M	+5%	51k	186.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$9.2M	+4%	15k	614.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$9.2M	+2%	29k	313.80	View chart
First Tr Exch Traded Fd Iii New York Muni (FMNY)	0.7	$8.8M	+2%	329k	26.70	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.6	$8.5M		232k	36.58	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$8.1M	+7%	163k	49.46	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.6	$7.8M	+4%	175k	44.50	View chart
Meta Platforms Cl A (META)	0.6	$7.8M	+10%	12k	660.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$7.6M	+6%	40k	191.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$7.5M	+3%	9.9k	753.76	View chart
Eli Lilly & Co. (LLY)	0.5	$7.2M		6.7k	1074.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$7.1M	+6%	14k	502.65	View chart
Broadcom (AVGO)	0.5	$7.0M	+4%	20k	346.11	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.5	$6.8M	+4%	44k	155.12	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.5	$6.7M		262k	25.61	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.5	$6.4M	+22%	77k	83.61	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$6.4M	+6%	196k	32.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$6.3M	-2%	9.2k	684.97	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.5	$6.1M	+10%	39k	154.80	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$6.1M	-33%	120k	50.58	View chart
Exxon Mobil Corporation (XOM)	0.5	$6.1M		50k	120.34	View chart
Visa Com Cl A (V)	0.5	$6.0M	+7%	17k	350.72	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$5.8M	+102%	129k	44.71	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$5.7M	+142%	40k	143.97	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.4	$5.4M		66k	80.81	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$5.2M		117k	44.47	View chart
Palo Alto Networks (PANW)	0.4	$5.0M	+5%	27k	184.20	View chart
Palantir Technologies Cl A (PLTR)	0.4	$4.6M	-3%	26k	177.75	View chart
Goldman Sachs Etf Tr Dynamic Ny Muni (GMNY)	0.3	$4.5M	+515%	91k	49.95	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$4.4M	-9%	21k	212.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$4.4M	+2%	35k	123.26	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$4.3M	+3%	84k	51.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.2M	-4%	16k	257.96	View chart
Johnson & Johnson (JNJ)	0.3	$4.0M	-9%	19k	206.96	View chart
Lam Research Corp Com New (LRCX)	0.3	$3.9M		23k	171.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$3.9M		21k	190.99	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$3.9M	-20%	77k	50.32	View chart
Goldman Sachs (GS)	0.3	$3.8M	+3%	4.3k	879.04	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$3.7M	+2%	31k	119.35	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$3.6M		12k	301.16	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$3.5M	+44%	40k	85.77	View chart
Thermo Fisher Scientific (TMO)	0.3	$3.4M		5.9k	579.50	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$3.4M	-2%	62k	54.77	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$3.4M	+3%	22k	154.14	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.3	$3.3M	+2%	135k	24.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$3.3M	-8%	16k	210.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.3M		11k	290.22	View chart
Wal-Mart Stores (WMT)	0.2	$3.2M	+16%	29k	111.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.1M	+9%	50k	62.47	View chart
Ishares Tr New York Mun Etf (NYF)	0.2	$3.1M	-4%	58k	53.51	View chart
Boeing Company (BA)	0.2	$3.1M	+9%	14k	217.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$3.0M	-8%	7.4k	396.31	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$2.9M		236k	12.38	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$2.9M	+122%	68k	42.69	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$2.8M	+4%	58k	47.79	View chart
Hashdex Nasdaq Crypto Index Shs Ben Int (NCIQ)	0.2	$2.8M	+29%	121k	22.73	View chart
Lockheed Martin Corporation (LMT)	0.2	$2.7M	+3%	5.6k	483.68	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.7M	-11%	5.7k	473.27	View chart
Walt Disney Company (DIS)	0.2	$2.6M		23k	113.77	View chart
Chevron Corporation (CVX)	0.2	$2.6M	-6%	17k	152.41	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$2.5M		9.1k	279.16	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$2.5M	-30%	30k	82.82	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$2.4M	-2%	31k	77.68	View chart
Home Depot (HD)	0.2	$2.4M	+4%	6.9k	344.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.2M	+11%	6.7k	335.25	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$2.2M	+89%	19k	119.41	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.2M		16k	141.14	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$2.2M	-6%	19k	117.72	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.2	$2.2M	+2%	44k	49.31	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.1M		11k	199.67	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$2.1M	-5%	19k	111.78	View chart
Netflix (NFLX)	0.2	$2.1M	+820%	22k	93.76	View chart
Caterpillar (CAT)	0.2	$2.1M	+7%	3.6k	572.93	View chart
UnitedHealth (UNH)	0.2	$2.1M	+7%	6.3k	330.10	View chart
Series Portfolios Tr Equable Shares H (HEDG)	0.2	$2.1M	NEW	71k	29.33	View chart
McDonald's Corporation (MCD)	0.2	$2.1M	+26%	6.8k	305.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.1M	+6%	23k	89.46	View chart
Spotify Technology S A SHS (SPOT)	0.2	$2.1M	-56%	3.5k	580.71	View chart
Morgan Stanley Com New (MS)	0.2	$2.1M		12k	177.52	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$2.0M	+8%	5.6k	360.10	View chart
Axon Enterprise (AXON)	0.2	$2.0M	+8%	3.5k	567.93	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.2	$2.0M	-48%	38k	52.06	View chart
Honeywell International (HON)	0.2	$2.0M		10k	195.09	View chart
Enterprise Products Partners (EPD)	0.1	$2.0M		61k	32.06	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.9M	-2%	9.2k	211.78	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.1	$1.9M	+2%	22k	84.29	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$1.8M	+2%	82k	22.64	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.8M	+5%	10k	183.40	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.1	$1.8M		1.5k	1212.00	View chart
Pepsi (PEP)	0.1	$1.8M	-2%	13k	143.52	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.8M	+2%	33k	54.71	View chart
American Express Company (AXP)	0.1	$1.8M	+4%	4.8k	369.94	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.1	$1.7M	+8%	1.4k	1252.00	View chart
Oracle Corporation (ORCL)	0.1	$1.7M	+8%	8.8k	194.90	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$1.7M	+8%	24k	70.98	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$1.7M	+4%	48k	34.93	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.7M	-31%	6.7k	250.32	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$1.7M	+7%	11k	146.57	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.6M		12k	133.49	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$1.6M		28k	57.58	View chart
Costco Wholesale Corporation (COST)	0.1	$1.6M	+12%	1.8k	862.25	View chart
Abbvie (ABBV)	0.1	$1.5M	-2%	6.7k	228.50	View chart
Bank of America Corporation (BAC)	0.1	$1.5M	+10%	27k	55.00	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$1.5M	-10%	23k	65.48	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.5M		21k	71.45	View chart
Union Pacific Corporation (UNP)	0.1	$1.4M	+2%	6.0k	231.33	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.4M	+7%	17k	82.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.3M	-16%	6.7k	198.62	View chart
Williams Companies (WMB)	0.1	$1.3M		22k	60.11	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$1.3M		79k	16.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.3M	-4%	8.8k	143.53	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$1.2M	-18%	29k	42.55	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$1.2M		62k	19.87	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.2M	-10%	18k	69.42	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$1.2M		85k	14.14	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$1.2M	+9%	20k	60.81	View chart
LXP Industrial Trust (LXP)	0.1	$1.2M	NEW	24k	49.58	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$1.2M	+27%	38k	31.21	View chart
First Tr High Yield Opprt 20 (FTHY)	0.1	$1.2M	+13%	83k	14.07	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$1.2M	-4%	30k	39.11	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$1.2M	-20%	44k	26.47	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.1M	+2%	2.5k	468.76	View chart
Alphabet Call Call Option (Principal)	0.1	$1.1M		6.0k	190.53	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$1.1M	+10%	6.7k	168.77	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.1M	+3%	15k	77.53	View chart
Philip Morris International (PM)	0.1	$1.1M	-2%	7.0k	160.39	View chart
Ge Aerospace Com New (GE)	0.1	$1.1M	+7%	3.6k	308.01	View chart
Cisco Systems (CSCO)	0.1	$1.1M	+28%	14k	77.03	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.1M		6.2k	177.37	View chart
Waste Management (WM)	0.1	$1.1M		4.9k	219.70	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.1M	-12%	12k	88.49	View chart
Fair Isaac Corporation (FICO)	0.1	$1.1M		629.00	1690.62	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.1M	-17%	9.6k	110.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.1M	+14%	39k	27.43	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.1M	-2%	2.2k	480.53	View chart
International Business Machines (IBM)	0.1	$1.0M		3.5k	296.19	View chart
Ishares Tr Esg Select Scre (XVV)	0.1	$1.0M		20k	52.70	View chart
Pfizer (PFE)	0.1	$1.0M	+36%	41k	24.90	View chart
Coca-Cola Company (KO)	0.1	$1.0M	+3%	14k	69.91	View chart
Corning Incorporated (GLW)	0.1	$1.0M	+10%	11k	87.56	View chart
Merck & Co (MRK)	0.1	$998k	+21%	9.5k	105.26	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$987k		51k	19.39	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.1	$986k	+7%	53k	18.64	View chart
Immunome (IMNM)	0.1	$983k	-14%	46k	21.48	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$955k		24k	40.35	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$935k		71k	13.25	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$912k		13k	71.42	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$902k	+2%	8.0k	113.10	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$898k	+3%	2.6k	342.95	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$897k		24k	37.87	View chart
Nike CL B (NKE)	0.1	$887k	-19%	14k	63.71	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$875k	+141%	5.4k	160.97	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$868k	-28%	9.1k	95.22	View chart
Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL)	0.1	$851k	+271%	17k	50.90	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$844k	+7%	7.9k	107.11	View chart
Mastercard Incorporated Cl A (MA)	0.1	$830k		1.5k	570.72	View chart
Intuit (INTU)	0.1	$821k		1.2k	662.37	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$821k	+4%	10k	80.22	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$818k	+5%	6.0k	136.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$812k	+12%	3.7k	219.75	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$803k	+2%	11k	75.16	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$782k	+2%	15k	50.86	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$767k	-53%	15k	51.27	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$754k	+41%	29k	26.23	View chart
Citigroup Com New (C)	0.1	$751k	+7%	6.4k	116.69	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.1	$749k	NEW	18k	41.52	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$743k	+6%	13k	59.28	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$740k		10k	71.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$731k		2.4k	302.09	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$730k	-3%	4.0k	181.23	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$728k	+39%	7.3k	99.94	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$722k	+21%	41k	17.53	View chart
Uber Technologies (UBER)	0.1	$703k	-3%	8.6k	81.71	View chart
TJX Companies (TJX)	0.1	$693k		4.5k	153.60	View chart
Wells Fargo & Company (WFC)	0.1	$690k	+6%	7.4k	93.20	View chart
Starbucks Corporation (SBUX)	0.1	$688k	-6%	8.2k	84.21	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$687k	-25%	14k	50.46	View chart
Qualcomm (QCOM)	0.1	$683k		4.0k	171.03	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$683k	-49%	14k	47.70	View chart
Amazon Call Call Option (Principal)	0.1	$682k	-14%	6.0k	113.69	View chart
At&t (T)	0.1	$680k		27k	24.84	View chart
Ishares Msci Gbl Gold Mn (RING)	0.1	$674k	+21%	9.1k	73.64	View chart
Nextera Energy (NEE)	0.1	$662k		8.2k	80.28	View chart
Ishares Tr Esg Select Scree (XJR)	0.1	$660k		16k	42.58	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$658k		5.1k	128.84	View chart
PNC Financial Services (PNC)	0.1	$657k		3.1k	208.76	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.1	$656k	+59%	21k	31.70	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$649k	+8%	6.8k	96.03	View chart
Consolidated Edison (ED)	0.0	$642k	+4%	6.5k	99.32	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$639k	+2%	3.1k	204.84	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$638k		13k	50.29	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$632k		16k	39.59	View chart
Procter & Gamble Company (PG)	0.0	$625k	+8%	4.4k	143.32	View chart
Micron Technology (MU)	0.0	$616k	+6%	2.2k	285.43	View chart
Rbc Cad (RY)	0.0	$611k	+40%	3.6k	170.49	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.0	$608k	NEW	12k	52.80	View chart
Lowe's Companies (LOW)	0.0	$601k	+7%	2.5k	241.16	View chart
Blackrock (BLK)	0.0	$600k	+18%	560.00	1071.01	View chart
salesforce (CRM)	0.0	$589k	-4%	2.2k	264.89	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$588k		12k	48.00	View chart
Ge Vernova (GEV)	0.0	$587k	+6%	898.00	653.75	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$577k		4.1k	141.49	View chart
Deere & Company (DE)	0.0	$571k		1.2k	465.74	View chart
Cohen & Steers REIT/P (RNP)	0.0	$566k		29k	19.86	View chart
Amgen (AMGN)	0.0	$565k	+2%	1.7k	327.39	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.0	$560k	NEW	11k	51.19	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$559k	-3%	12k	45.71	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$558k		13k	44.65	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$550k	-8%	10k	52.77	View chart
AeroVironment (AVAV)	0.0	$549k	-10%	2.3k	241.89	View chart
Centrus Energy Corp Cl A (LEU)	0.0	$546k		2.3k	242.76	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$545k		3.7k	148.98	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.0	$542k		5.4k	100.02	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.0	$541k	+2%	16k	34.05	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$537k		3.2k	167.94	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$537k	+24%	5.3k	101.68	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$526k		6.5k	81.17	View chart
Sherwin-Williams Company (SHW)	0.0	$526k		1.6k	324.04	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$524k		14k	36.82	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$514k		31k	16.49	View chart
Take-Two Interactive Software (TTWO)	0.0	$510k	+11%	2.0k	256.03	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$506k		22k	23.23	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$506k	-2%	5.3k	96.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$505k	+3%	6.7k	75.44	View chart
Abbott Laboratories (ABT)	0.0	$503k	+2%	4.0k	125.30	View chart
United Rentals (URI)	0.0	$501k	+2%	619.00	809.70	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$497k	-3%	23k	21.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$493k	+3%	2.0k	246.11	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$488k	-7%	21k	22.82	View chart
Trane Technologies SHS (TT)	0.0	$484k		1.2k	389.05	View chart
Coastal Finl Corp Wa Com New (CCB)	0.0	$476k		4.2k	114.59	View chart
Intuitive Surgical Com New (ISRG)	0.0	$474k	+11%	837.00	566.36	View chart
Bk Nova Cad (BNS)	0.0	$472k		6.4k	73.69	View chart
Spdr Series Trust State Street Spd (KBE)	0.0	$465k		7.7k	60.69	View chart
Servicenow (NOW)	0.0	$463k	+413%	3.0k	153.19	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$460k		3.3k	139.17	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$454k	+61%	5.4k	84.64	View chart
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)	0.0	$452k	-76%	9.0k	50.12	View chart
Marriott Intl Cl A (MAR)	0.0	$449k		1.4k	310.24	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.0	$449k		21k	21.55	View chart
Ares Capital Corporation (ARCC)	0.0	$447k	-32%	22k	20.23	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.0	$447k	+6%	12k	38.56	View chart
Capital One Financial (COF)	0.0	$443k	+29%	1.8k	242.38	View chart
Golub Capital BDC (GBDC)	0.0	$439k	-11%	32k	13.57	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$427k	+55%	5.8k	74.08	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$419k	+25%	4.5k	92.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$418k	+37%	4.2k	99.88	View chart
Freeport-mcmoran CL B (FCX)	0.0	$410k		8.1k	50.79	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$408k	-2%	6.4k	64.10	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$407k	+20%	6.1k	67.13	View chart
Phillips 66 (PSX)	0.0	$407k		3.2k	129.02	View chart
Strategy Cl A New (MSTR)	0.0	$406k	-31%	2.7k	151.95	View chart
Bristol Myers Squibb (BMY)	0.0	$402k		7.5k	53.94	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$402k	+57%	2.5k	162.01	View chart
Coreweave Com Cl A (CRWV)	0.0	$402k		5.6k	71.61	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$402k	+66%	5.2k	77.02	View chart
Chicago Atlantic Real Estate Fin (REFI)	0.0	$400k	-6%	33k	12.26	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$399k	NEW	16k	25.48	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$398k	NEW	4.9k	80.74	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.0	$398k	-30%	9.5k	41.99	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$397k		4.1k	96.27	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.0	$394k	NEW	7.4k	52.87	View chart
Kinder Morgan (KMI)	0.0	$389k		14k	27.49	View chart
Novartis Sponsored Adr (NVS)	0.0	$388k		2.8k	137.89	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$386k		1.8k	214.73	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.0	$385k		38k	10.03	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$380k		8.0k	47.53	View chart
Tapestry (TPR)	0.0	$379k		3.0k	127.79	View chart
EQT Corporation (EQT)	0.0	$376k		7.0k	53.60	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$373k		5.5k	68.36	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$365k	+3%	2.6k	141.04	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$363k		34k	10.72	View chart
Astrazeneca Sponsored Adr	0.0	$353k		3.8k	91.93	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.0	$352k	-16%	4.0k	88.01	View chart
Verizon Communications (VZ)	0.0	$350k	+4%	8.6k	40.73	View chart
Deutsche Bank A G Namen Akt (DB)	0.0	$349k		9.1k	38.56	View chart
Altria (MO)	0.0	$346k		6.0k	57.66	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$345k	-2%	7.3k	47.16	View chart
Thor Industries (THO)	0.0	$341k		3.3k	102.68	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$340k	+10%	10k	33.30	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$340k	NEW	5.3k	64.42	View chart
Meta Platforms Call Call Option (Principal)	0.0	$336k	NEW	1.2k	279.87	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$335k	+47%	1.0k	323.17	View chart
Wayfair Cl A (W)	0.0	$332k		3.3k	100.41	View chart
Nucor Corporation (NUE)	0.0	$330k		2.0k	163.07	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$328k	NEW	11k	30.07	View chart
Intel Corporation (INTC)	0.0	$324k	+5%	8.8k	36.90	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$323k	+63%	2.7k	119.34	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.0	$320k	-14%	17k	19.16	View chart
Moody's Corporation (MCO)	0.0	$317k		620.00	510.85	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$316k	+2%	5.9k	53.86	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$313k	+4%	2.0k	153.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$312k		2.1k	148.71	View chart
Travelers Companies (TRV)	0.0	$311k	+8%	1.1k	290.19	View chart
Goldman Sachs Etf Tr Activebeta Wrld	0.0	$309k	NEW	5.4k	57.74	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$309k	+26%	5.9k	52.53	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.0	$305k	-15%	14k	21.90	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$304k	-18%	2.3k	129.79	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$303k	+19%	3.5k	87.15	View chart
Advanced Micro Devices (AMD)	0.0	$303k	NEW	1.4k	214.16	View chart
EOG Resources (EOG)	0.0	$299k		2.9k	105.00	View chart
Arch Cap Group Ord (ACGL)	0.0	$298k	-5%	3.1k	95.92	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$295k	-5%	972.00	303.95	View chart
Totalenergies Se Act (TTE)	0.0	$295k	NEW	4.5k	65.42	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$293k	NEW	4.5k	65.01	View chart
Cameco Corporation (CCJ)	0.0	$293k	NEW	3.2k	91.49	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$290k		2.1k	139.33	View chart
Spdr Series Trust State Street Spd (XHB)	0.0	$289k		2.8k	102.97	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$288k		5.5k	52.62	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$286k		5.5k	51.77	View chart
Bioharvest Sciences Com New (BHST)	0.0	$286k		55k	5.19	View chart
Amplify Etf Tr Seymour Canb Etf (CNBS)	0.0	$285k	-24%	10k	28.37	View chart
Ishares Msci World Etf (URTH)	0.0	$284k	-4%	1.5k	185.77	View chart
Becton, Dickinson and (BDX)	0.0	$283k		1.5k	194.13	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$283k	NEW	1.4k	205.60	View chart
Emerson Electric (EMR)	0.0	$283k	+2%	2.1k	132.72	View chart
Medtronic SHS (MDT)	0.0	$281k	+36%	2.9k	96.05	View chart
Oneok (OKE)	0.0	$280k		3.8k	73.49	View chart
Texas Instruments Incorporated (TXN)	0.0	$279k	-4%	1.6k	173.45	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$277k		1.1k	241.29	View chart
Lumentum Hldgs (LITE)	0.0	$275k	NEW	746.00	368.59	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$275k		5.1k	53.37	View chart
Northrop Grumman Corporation (NOC)	0.0	$274k		480.00	569.79	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$270k	NEW	2.8k	96.27	View chart
Rocket Cos Com Cl A (RKT)	0.0	$269k	-20%	14k	19.36	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$267k	+2%	15k	17.96	View chart
Enbridge (ENB)	0.0	$267k	+5%	5.6k	47.83	View chart
Prudential Financial (PRU)	0.0	$265k	+3%	2.4k	112.89	View chart
Celcuity (CELC)	0.0	$263k	NEW	2.6k	99.74	View chart
Public Service Enterprise (PEG)	0.0	$253k		3.1k	80.31	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$253k		4.9k	51.12	View chart
General Motors Company (GM)	0.0	$252k	NEW	3.1k	81.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$250k	NEW	671.00	373.20	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$250k	NEW	11k	23.37	View chart
Spdr Series Trust State Street Spd (KRE)	0.0	$248k		3.8k	64.82	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$247k	-49%	895.00	275.39	View chart
Sundial Growers (SNDL)	0.0	$246k		148k	1.66	View chart
Target Corporation (TGT)	0.0	$246k	+7%	2.5k	97.74	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$244k	-2%	4.5k	53.83	View chart
Annaly Capital Management In Com New (NLY)	0.0	$240k	-18%	11k	22.36	View chart
Metropcs Communications (TMUS)	0.0	$240k	+2%	1.2k	203.08	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$236k	NEW	6.0k	39.45	View chart
Live Nation Entertainment (LYV)	0.0	$236k		1.7k	142.50	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$235k	+100%	5.2k	45.35	View chart
Bank of New York Mellon Corporation (BK)	0.0	$228k	-20%	2.0k	116.11	View chart
Equinix (EQIX)	0.0	$227k		296.00	767.36	View chart
Cme (CME)	0.0	$227k		830.00	273.12	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$226k	-12%	842.00	268.22	View chart
Te Connectivity Ord Shs (TEL)	0.0	$226k	+2%	992.00	227.59	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$225k	+4%	9.8k	23.02	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$223k	NEW	2.0k	110.18	View chart
Hldgs (UAL)	0.0	$221k	NEW	2.0k	111.82	View chart
Intercontinental Exchange (ICE)	0.0	$221k	+2%	1.4k	161.94	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$221k		1.9k	118.74	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$218k		2.1k	104.08	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$217k	-59%	9.7k	22.43	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$217k	-9%	359.00	603.39	View chart
Eaton Corp SHS (ETN)	0.0	$217k	-9%	680.00	318.33	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$216k		4.7k	45.85	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$213k	NEW	1.9k	113.78	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$211k	NEW	2.2k	94.16	View chart
Progress Software Corporation (PRGS)	0.0	$211k		4.9k	42.96	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$211k		3.9k	54.05	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$210k	NEW	4.5k	46.54	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$209k	NEW	2.4k	85.90	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$208k	-14%	1.8k	113.94	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.0	$207k		4.7k	43.76	View chart
Paychex (PAYX)	0.0	$207k	-2%	1.8k	112.20	View chart
Apple Call Call Option (Principal)	0.0	$206k	NEW	2.0k	103.14	View chart
United Parcel Service CL B (UPS)	0.0	$204k	NEW	2.1k	99.21	View chart
W.W. Grainger (GWW)	0.0	$202k	NEW	200.00	1009.05	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$130k	-72%	14k	9.28	View chart
Snail Class A Com (SNAL)	0.0	$99k	NEW	112k	0.89	View chart
Bloomin Brands (BLMN)	0.0	$93k	NEW	15k	6.17	View chart
Advisorshares Tr Pure Us Cannabis (MSOS)	0.0	$90k	NEW	19k	4.72	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$83k	NEW	16k	5.30	View chart
Pixelworks (PXLW)	0.0	$80k	NEW	13k	6.36	View chart
Perfect Moment Com Shs (PMNT)	0.0	$77k	+12%	185k	0.42	View chart
Lifemd (LFMD)	0.0	$41k	NEW	12k	3.41	View chart
Syntec Optics Hldgs Cl A (OPTX)	0.0	$36k	NEW	12k	2.86	View chart
Wm Technology (MAPS)	0.0	$22k	NEW	26k	0.83	View chart
Bioatla (BCAB)	0.0	$11k	-57%	20k	0.57	View chart
B. Riley Financial (RILY)	0.0	$5.2k	NEW	10k	0.52	View chart
Sangamo Biosciences (SGMO)	0.0	$4.2k		10k	0.42	View chart
Eightco Holdings Call Call Option (Principal)	0.0	$2.3k	NEW	15k	0.15	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 Q4 filed Jan. 7, 2026
Magnus Financial Group 2025 Q3 filed Oct. 28, 2025
Magnus Financial Group 2025 Q2 filed July 16, 2025
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

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