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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, IEMG, and represent 22.55% of Magnus Financial Group's stock portfolio.
Added to shares of these 10 stocks: IBIT (+$7.6M), Blackrock Etf Trust (+$6.5M), VGK (+$5.0M), BITB, FMNY, Blackrock Etf Trust, NCIQ, VUG, NYF, JCPB.
Started 38 new stock positions in GCAL, ACGL, Blackrock Etf Trust, ETN, Anavex Life Sciences Corp call, BND, INMU, AVEM, INTC, OKE.
Reduced shares in these 10 stocks: FTGC (-$6.9M), JMUB, PDBC, JNJ, SPYV, QUAL, IWD, JAAA, DGRO, IBB.
Sold out of its positions in ADP, CAVA, ERIC, GWW, CMF, USMV, IUSB, KBDC, LFMD, MFG. PNBK, RDNW, Spdr S&p 500 Etf Tr option, FEZ, MTBA, SNAL, STKS.
Magnus Financial Group was a net buyer of stock by $49M.
Magnus Financial Group has $1.3B in assets under management (AUM), dropping by 11.17%.
Central Index Key (CIK): 0001765216

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Portfolio Holdings for Magnus Financial Group

Magnus Financial Group holds 402 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	7.6	$96M		1.7M	55.33	View chart
Vanguard Index Fds Growth Etf (VUG)	5.1	$65M	+2%	135k	479.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.2	$53M	+2%	812k	65.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.9	$37M		308k	118.83	View chart
Ishares Core Msci Emkt (IEMG)	2.8	$36M	+2%	541k	65.92	View chart
Apple (AAPL)	2.8	$35M		138k	254.63	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.5	$32M	+3%	1.8M	18.24	View chart
Tortoise Capital Series Trus North Amern Pipe (TPYP)	2.5	$32M		871k	36.45	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.1	$26M		459k	57.52	View chart
Ishares Tr U.s. Finls Etf (IYF)	2.0	$25M		200k	126.64	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.8	$23M	+50%	348k	65.00	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.4	$18M	+8%	380k	47.55	View chart
JPMorgan Chase & Co. (JPM)	1.4	$18M		56k	315.43	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$17M	+2%	25k	666.19	View chart
Microsoft Corporation (MSFT)	1.3	$16M		32k	517.95	View chart
Amazon (AMZN)	1.3	$16M	+3%	73k	219.57	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.3	$16M		153k	104.51	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	1.2	$16M	+42%	249k	62.22	View chart
Ishares Tr U.s. Real Es Etf (IYR)	1.2	$15M	+3%	157k	97.08	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.2	$15M	+2%	329k	46.41	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$15M		263k	57.10	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.0	$13M	-26%	258k	50.47	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	1.0	$13M		322k	39.98	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$12M	+4%	226k	54.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$11M		18k	612.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$10M	+4%	126k	79.93	View chart
Tesla Motors (TSLA)	0.8	$10M		23k	444.71	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$9.9M	+2%	236k	42.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$9.7M		40k	243.10	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.8	$9.6M		22k	435.46	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.7	$9.4M		111k	84.83	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.7	$9.3M	+9%	104k	89.03	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$9.2M	-8%	182k	50.78	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.7	$9.1M	+12%	230k	39.62	View chart
NVIDIA Corporation (NVDA)	0.7	$9.1M	+7%	49k	186.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$8.6M	+2%	14k	600.38	View chart
First Tr Exch Traded Fd Iii New York Muni (FMNY)	0.7	$8.5M	+82%	320k	26.48	View chart
Meta Platforms Cl A (META)	0.6	$7.8M		11k	734.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$7.7M	+7%	151k	50.63	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.6	$7.5M	+8%	169k	44.57	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$7.1M	+23%	9.5k	746.66	View chart
Globalstar Com New (GSAT)	0.6	$7.1M		196k	36.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$7.1M	+2%	37k	189.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$7.0M	-7%	29k	243.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$6.6M		13k	502.74	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.5	$6.5M	NEW	258k	25.31	View chart
Select Sector Spdr Tr Indl (XLI)	0.5	$6.5M	+10%	42k	154.23	View chart
Broadcom (AVGO)	0.5	$6.3M	+4%	19k	329.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$6.3M		9.4k	669.31	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$5.9M	+20%	184k	31.91	View chart
Exxon Mobil Corporation (XOM)	0.5	$5.7M		51k	112.75	View chart
Spotify Technology S A SHS (SPOT)	0.4	$5.7M	+26%	8.1k	698.00	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$5.7M	+8%	64k	89.34	View chart
Visa Com Cl A (V)	0.4	$5.4M		16k	341.39	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.4	$5.2M		66k	79.40	View chart
Palo Alto Networks (PANW)	0.4	$5.2M	+6%	26k	203.62	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$5.1M	+2%	116k	43.92	View chart
Eli Lilly & Co. (LLY)	0.4	$5.1M	+3%	6.6k	762.95	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$5.0M	NEW	63k	79.80	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$4.9M	-2%	36k	139.17	View chart
Palantir Technologies Cl A (PLTR)	0.4	$4.9M		27k	182.42	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$4.9M	+8%	97k	50.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$4.7M	+2%	23k	206.51	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$4.6M	+10%	16k	281.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.3M	-3%	17k	254.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$4.2M		35k	120.72	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$4.1M	-13%	82k	50.70	View chart
Johnson & Johnson (JNJ)	0.3	$4.0M	-41%	21k	185.42	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.3	$3.9M	+23%	75k	52.27	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$3.8M	-2%	21k	186.49	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$3.6M		21k	170.85	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$3.6M	+2%	30k	119.51	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$3.6M	+23%	43k	82.96	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$3.5M	-20%	17k	203.59	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$3.4M	+28%	64k	53.87	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.3M	-4%	11k	293.74	View chart
Blackrock Etf Trust Disciplined Vola	0.3	$3.3M	NEW	132k	25.00	View chart
Goldman Sachs (GS)	0.3	$3.3M		4.1k	796.38	View chart
Ishares Tr New York Mun Etf (NYF)	0.3	$3.2M	+83%	61k	53.35	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$3.2M		12k	271.11	View chart
Lam Research Corp Com New (LRCX)	0.2	$3.1M		23k	133.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$3.0M	+3%	6.5k	468.41	View chart
Netflix (NFLX)	0.2	$2.9M		2.4k	1198.67	View chart
Hashdex Nasdaq Crypto Index Shs Ben Int (NCIQ)	0.2	$2.9M	NEW	94k	30.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.9M	+2%	8.1k	355.47	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$2.9M	+5%	232k	12.37	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.8M		5.9k	485.02	View chart
Chevron Corporation (CVX)	0.2	$2.8M	+3%	18k	155.29	View chart
Boeing Company (BA)	0.2	$2.8M	+7%	13k	215.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.7M	+9%	46k	59.92	View chart
Lockheed Martin Corporation (LMT)	0.2	$2.7M		5.4k	499.20	View chart
Home Depot (HD)	0.2	$2.7M	-2%	6.6k	405.16	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$2.7M		9.1k	293.79	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$2.7M	+3%	31k	87.21	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$2.7M	+8%	56k	47.63	View chart
Walt Disney Company (DIS)	0.2	$2.6M		23k	114.50	View chart
Wal-Mart Stores (WMT)	0.2	$2.6M	+26%	25k	103.06	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$2.5M	+71%	9.8k	256.45	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$2.5M	-7%	32k	78.37	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$2.4M	-13%	20k	118.37	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$2.4M	+17%	9.8k	239.64	View chart
Axon Enterprise (AXON)	0.2	$2.3M	+4%	3.3k	717.64	View chart
Oracle Corporation (ORCL)	0.2	$2.3M		8.1k	281.25	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.3M		16k	142.10	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$2.2M		20k	108.70	View chart
Honeywell International (HON)	0.2	$2.2M	+3%	10k	210.50	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$2.1M	+113%	28k	76.40	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.2	$2.1M	+5%	43k	48.77	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.1M	-7%	11k	195.86	View chart
UnitedHealth (UNH)	0.2	$2.0M	+23%	5.9k	345.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.0M		6.0k	328.16	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.0M	-3%	9.4k	208.71	View chart
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)	0.2	$1.9M	+38%	38k	50.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.9M	-19%	22k	87.31	View chart
Enterprise Products Partners (EPD)	0.1	$1.9M	+12%	60k	31.27	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$1.9M	+13%	11k	178.72	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.1	$1.9M	+10%	1.5k	1234.29	View chart
Morgan Stanley Com New (MS)	0.1	$1.8M		12k	158.96	View chart
Pepsi (PEP)	0.1	$1.8M	-10%	13k	140.44	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$1.8M	+7%	79k	22.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.7M	+3%	32k	53.40	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.7M	+8%	5.2k	326.38	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.1	$1.7M	+5%	22k	78.21	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$1.6M		26k	64.69	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.1	$1.6M		1.3k	1280.00	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.6M		12k	131.24	View chart
McDonald's Corporation (MCD)	0.1	$1.6M		5.3k	303.90	View chart
Caterpillar (CAT)	0.1	$1.6M		3.4k	477.09	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$1.6M	+4%	46k	34.46	View chart
Abbvie (ABBV)	0.1	$1.6M	+4%	6.9k	231.53	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$1.6M		28k	57.31	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.6M	+2%	9.5k	167.33	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.6M	+16%	21k	76.01	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.5M	-55%	8.0k	194.50	View chart
American Express Company (AXP)	0.1	$1.5M		4.6k	332.16	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$1.5M	+16%	22k	68.12	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$1.5M	-13%	55k	26.95	View chart
Costco Wholesale Corporation (COST)	0.1	$1.5M		1.6k	925.39	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$1.4M		32k	44.31	View chart
Williams Companies (WMB)	0.1	$1.4M		22k	63.35	View chart
Union Pacific Corporation (UNP)	0.1	$1.4M	+2%	5.8k	236.35	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$1.4M	+28%	28k	48.17	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$1.4M	NEW	36k	38.12	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.3M	-37%	20k	68.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.3M	-10%	9.2k	140.94	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$1.3M	+11%	12k	111.47	View chart
Bank of America Corporation (BAC)	0.1	$1.3M	+4%	25k	51.59	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$1.3M		79k	16.01	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.3M		14k	91.42	View chart
Strategy Cl A New (MSTR)	0.1	$1.3M	+6%	3.9k	322.21	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$1.2M	-3%	62k	19.82	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$1.2M		84k	14.62	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.2M		16k	78.90	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$1.2M		31k	38.97	View chart
Nike CL B (NKE)	0.1	$1.2M	+4%	17k	69.73	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$1.2M	-4%	13k	95.15	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.2M	+3%	2.4k	490.38	View chart
Philip Morris International (PM)	0.1	$1.2M	+6%	7.2k	162.21	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$1.1M	+12%	7.8k	143.18	View chart
Waste Management (WM)	0.1	$1.1M		4.9k	220.83	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.1M		14k	76.72	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.1M		6.1k	174.57	View chart
First Tr High Yield Opprt 20 (FTHY)	0.1	$1.1M	+41%	74k	14.49	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$1.1M	+20%	18k	59.20	View chart
Lexington Realty Trust (LXP)	0.1	$1.0M	+3%	117k	8.96	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.0M	-2%	2.2k	463.70	View chart
Ge Aerospace Com New (GE)	0.1	$1.0M		3.4k	300.84	View chart
Ishares Tr Esg Select Scre (XVV)	0.1	$1.0M		20k	51.52	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$995k		24k	42.13	View chart
International Business Machines (IBM)	0.1	$990k		3.5k	282.17	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$990k	-2%	51k	19.34	View chart
Fair Isaac Corporation (FICO)	0.1	$949k		634.00	1496.53	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$945k	+8%	13k	73.48	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.1	$941k	+52%	49k	19.15	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$933k	-81%	69k	13.43	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$925k	+83%	18k	50.59	View chart
Coca-Cola Company (KO)	0.1	$922k	+2%	14k	66.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$920k	+17%	34k	27.30	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$906k		24k	38.29	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$874k	-44%	6.1k	144.36	View chart
Uber Technologies (UBER)	0.1	$870k	+19%	8.9k	97.97	View chart
Corning Incorporated (GLW)	0.1	$848k	+22%	10k	82.03	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$842k	+5%	32k	26.07	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$838k	+8%	2.5k	332.82	View chart
Intuit (INTU)	0.1	$837k	+5%	1.2k	683.05	View chart
Mastercard Incorporated Cl A (MA)	0.1	$820k	+2%	1.4k	568.64	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$804k		5.6k	142.40	View chart
AeroVironment (AVAV)	0.1	$802k	+52%	2.5k	314.89	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$788k	-4%	10k	75.74	View chart
Amazon Call Call Option (Principal)	0.1	$781k		7.0k	111.54	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$778k	+9%	7.3k	106.49	View chart
Pfizer (PFE)	0.1	$767k	-16%	30k	25.48	View chart
At&t (T)	0.1	$765k	+7%	27k	28.24	View chart
Coreweave Com Cl A (CRWV)	0.1	$764k		5.6k	136.85	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$764k		9.8k	78.34	View chart
Cisco Systems (CSCO)	0.1	$761k	+3%	11k	68.42	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$751k	NEW	24k	31.51	View chart
Starbucks Corporation (SBUX)	0.1	$742k	+14%	8.8k	84.60	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$740k		4.2k	176.80	View chart
Alphabet Call Call Option (Principal)	0.1	$740k		6.0k	123.25	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$738k	+130%	15k	49.39	View chart
Goldman Sachs Etf Tr Dynamic Ny Muni (GMNY)	0.1	$736k	NEW	15k	49.77	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$717k		2.4k	297.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$710k	-4%	3.3k	215.79	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$705k	-19%	10k	67.83	View chart
Centrus Energy Corp Cl A (LEU)	0.1	$698k		2.3k	310.07	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$677k	+53%	12k	57.52	View chart
Qualcomm (QCOM)	0.1	$671k	-2%	4.0k	166.36	View chart
Ares Capital Corporation (ARCC)	0.1	$669k	+2%	33k	20.41	View chart
Ishares Tr Esg Select Scree (XJR)	0.1	$657k		15k	42.56	View chart
Merck & Co (MRK)	0.1	$653k	+11%	7.8k	83.93	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.1	$652k		16k	42.01	View chart
Cohen & Steers REIT/P (RNP)	0.1	$647k	+44%	29k	22.48	View chart
TJX Companies (TJX)	0.1	$643k		4.4k	144.55	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$639k	+5%	5.1k	125.94	View chart
PNC Financial Services (PNC)	0.0	$628k		3.1k	200.95	View chart
Immunome (IMNM)	0.0	$627k		54k	11.71	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$626k	-15%	13k	50.07	View chart
Nextera Energy (NEE)	0.0	$623k	+4%	8.3k	75.49	View chart
Consolidated Edison (ED)	0.0	$623k	+5%	6.2k	100.51	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$619k		16k	38.57	View chart
Procter & Gamble Company (PG)	0.0	$615k	-16%	4.0k	153.64	View chart
Citigroup Com New (C)	0.0	$610k		6.0k	101.50	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$609k	-3%	3.1k	199.44	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$607k	+63%	11k	53.24	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$605k		12k	49.45	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.0	$599k	NEW	30k	20.20	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.0	$593k	+105%	34k	17.48	View chart
Lowe's Companies (LOW)	0.0	$584k	+8%	2.3k	251.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$583k	-3%	6.2k	93.38	View chart
Wells Fargo & Company (WFC)	0.0	$582k	-7%	6.9k	83.83	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.0	$580k	-5%	13k	45.57	View chart
United Rentals (URI)	0.0	$578k	+4%	605.00	955.41	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.0	$574k		14k	41.85	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$568k		4.1k	138.25	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$562k	-92%	22k	25.90	View chart
Deere & Company (DE)	0.0	$557k		1.2k	457.07	View chart
Sherwin-Williams Company (SHW)	0.0	$553k		1.6k	346.19	View chart
Blackrock (BLK)	0.0	$552k	+17%	473.00	1166.37	View chart
salesforce (CRM)	0.0	$551k		2.3k	236.98	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$545k		12k	43.85	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$544k	+89%	24k	22.86	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$543k	-22%	3.7k	145.59	View chart
Servicenow (NOW)	0.0	$542k		589.00	920.28	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.0	$541k		5.4k	100.03	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$539k	+2%	31k	17.16	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$527k	+107%	52k	10.17	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$526k		3.2k	164.54	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$525k	NEW	5.2k	100.23	View chart
Trane Technologies SHS (TT)	0.0	$524k		1.2k	421.83	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$524k	+43%	20k	25.71	View chart
Abbott Laboratories (ABT)	0.0	$522k	-3%	3.9k	133.94	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$520k		23k	22.46	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$520k	-7%	5.4k	96.45	View chart
Ge Vernova (GEV)	0.0	$519k		843.00	615.03	View chart
Bioharvest Sciences Com New (BHST)	0.0	$518k	-21%	55k	9.41	View chart
Golub Capital BDC (GBDC)	0.0	$498k	NEW	36k	13.69	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$495k		14k	34.75	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$487k		5.4k	89.77	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$485k		7.5k	64.71	View chart
Amgen (AMGN)	0.0	$474k	+15%	1.7k	282.13	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$473k		6.4k	73.46	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$470k	+9%	6.5k	72.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$468k		1.9k	242.02	View chart
Take-Two Interactive Software (TTWO)	0.0	$461k	-25%	1.8k	258.36	View chart
Spdr Series Trust S&p Bk Etf (KBE)	0.0	$461k	+17%	7.8k	59.42	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$460k	-13%	3.3k	140.07	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.0	$452k		21k	21.71	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.0	$450k	-7%	4.8k	93.62	View chart
Coastal Finl Corp Wa Com New (CCB)	0.0	$449k	-11%	4.2k	108.17	View chart
Chicago Atlantic Real Estate Fin (REFI)	0.0	$445k		35k	12.79	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$436k	+89%	4.2k	102.99	View chart
Phillips 66 (PSX)	0.0	$430k	+2%	3.2k	136.04	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.0	$419k	-8%	13k	32.31	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.0	$417k		38k	10.86	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$414k	+2%	1.8k	236.07	View chart
Bk Nova Cad (BNS)	0.0	$414k		6.4k	64.65	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.0	$410k	+4%	11k	37.86	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$405k		6.5k	61.94	View chart
Altria (MO)	0.0	$401k		6.1k	66.06	View chart
Kinder Morgan (KMI)	0.0	$398k	+2%	14k	28.31	View chart
Sundial Growers (SNDL)	0.0	$397k		148k	2.68	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$397k	+4%	4.1k	96.56	View chart
Lennar Corp Cl A (LEN)	0.0	$392k	+28%	3.1k	126.03	View chart
Amplify Etf Tr Seymour Canb Etf (CNBS)	0.0	$391k	+31%	13k	29.57	View chart
EQT Corporation (EQT)	0.0	$381k	+40%	7.0k	54.43	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$380k	-2%	8.0k	47.52	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.0	$376k		20k	19.28	View chart
Rbc Cad (RY)	0.0	$375k	-5%	2.5k	147.32	View chart
Marriott Intl Cl A (MAR)	0.0	$375k		1.4k	260.42	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$373k	+10%	1.8k	209.30	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$372k		2.9k	130.25	View chart
Novartis Sponsored Adr (NVS)	0.0	$361k		2.8k	128.26	View chart
Verizon Communications (VZ)	0.0	$360k	+12%	8.2k	43.95	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.0	$359k	-4%	16k	21.87	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.0	$352k	-17%	7.5k	46.60	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$351k		2.5k	139.69	View chart
Thor Industries (THO)	0.0	$342k		3.3k	103.68	View chart
Rocket Cos Com Cl A (RKT)	0.0	$341k	NEW	18k	19.38	View chart
Micron Technology (MU)	0.0	$340k	+3%	2.0k	167.34	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$338k	+7%	35k	9.79	View chart
Intuitive Surgical Com New (ISRG)	0.0	$336k	+3%	752.00	447.23	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$334k	-7%	2.2k	148.61	View chart
Tapestry (TPR)	0.0	$333k		2.9k	113.22	View chart
Bristol Myers Squibb (BMY)	0.0	$332k	-28%	7.4k	45.10	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$328k	-3%	5.0k	65.01	View chart
EOG Resources (EOG)	0.0	$324k		2.9k	112.13	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$324k		3.6k	89.63	View chart
Deutsche Bank A G Namen Akt (DB)	0.0	$317k	+10%	9.0k	35.41	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$315k	NEW	9.2k	34.16	View chart
Freeport-mcmoran CL B (FCX)	0.0	$311k	+4%	7.9k	39.22	View chart
Texas Instruments Incorporated (TXN)	0.0	$311k		1.7k	183.72	View chart
Spdr Series Trust S&p Homebuild (XHB)	0.0	$311k		2.8k	110.80	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$309k	+29%	5.7k	54.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$306k		3.1k	100.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$303k		2.1k	145.62	View chart
Capital One Financial (COF)	0.0	$299k	NEW	1.4k	212.64	View chart
Arch Cap Group Ord (ACGL)	0.0	$298k	NEW	3.3k	90.73	View chart
Northrop Grumman Corporation (NOC)	0.0	$296k		486.00	609.51	View chart
Wayfair Cl A (W)	0.0	$295k	NEW	3.3k	89.33	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$294k	-3%	5.6k	52.22	View chart
Moody's Corporation (MCO)	0.0	$292k		613.00	476.48	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$292k		3.8k	76.72	View chart
Eaton Vance New York Municipal Bond Fund (ENX)	0.0	$291k	+184%	30k	9.86	View chart
Ishares Msci World Etf (URTH)	0.0	$290k	-47%	1.6k	181.56	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$290k	+11%	4.6k	62.47	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$289k		5.5k	52.82	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$288k		1.9k	148.22	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$287k	NEW	1.0k	279.20	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$282k		2.1k	135.62	View chart
Eaton Corp SHS (ETN)	0.0	$281k	NEW	751.00	374.38	View chart
Oneok (OKE)	0.0	$281k	NEW	3.8k	72.97	View chart
Intel Corporation (INTC)	0.0	$280k	NEW	8.3k	33.55	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$279k	NEW	3.8k	73.29	View chart
Travelers Companies (TRV)	0.0	$277k		991.00	279.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$275k	NEW	3.7k	74.37	View chart
Metropcs Communications (TMUS)	0.0	$275k	+7%	1.1k	239.45	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$273k	+2%	3.3k	82.57	View chart
Becton, Dickinson and (BDX)	0.0	$273k		1.5k	187.15	View chart
Nucor Corporation (NUE)	0.0	$272k	+2%	2.0k	135.43	View chart
Emerson Electric (EMR)	0.0	$272k		2.1k	131.21	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.0	$270k	NEW	11k	23.93	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$269k		4.5k	59.69	View chart
Bank of New York Mellon Corporation (BK)	0.0	$268k	NEW	2.5k	108.95	View chart
Live Nation Entertainment (LYV)	0.0	$268k		1.6k	163.40	View chart
Annaly Capital Management In Com New (NLY)	0.0	$267k		13k	20.21	View chart
Enbridge (ENB)	0.0	$267k	NEW	5.3k	50.46	View chart
Spdr Series Trust Aerospace Def (XAR)	0.0	$267k	-2%	1.1k	235.00	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$263k		2.1k	125.94	View chart
Public Service Enterprise (PEG)	0.0	$263k	-2%	3.2k	83.45	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$260k	-19%	2.9k	89.38	View chart
Vanguard World Health Car Etf (VHT)	0.0	$260k	-3%	1.0k	259.58	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$252k	+9%	5.0k	49.95	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$250k	-32%	4.9k	50.90	View chart
Shake Shack Cl A (SHAK)	0.0	$247k	+3%	2.6k	93.61	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$246k	+3%	14k	17.06	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$243k	NEW	4.6k	52.30	View chart
Spdr Series Trust S&p Regl Bkg (KRE)	0.0	$242k	+8%	3.8k	63.29	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$242k	-45%	2.1k	113.88	View chart
Paychex (PAYX)	0.0	$241k		1.9k	126.75	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$238k		964.00	246.68	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$238k	-16%	25k	9.50	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$237k	NEW	1.6k	150.86	View chart
Prudential Financial (PRU)	0.0	$237k		2.3k	103.74	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$236k		396.00	595.88	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$236k	NEW	3.1k	75.11	View chart
Equinix (EQIX)	0.0	$232k		296.00	784.00	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$232k	-2%	2.6k	89.63	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$232k	+4%	2.3k	99.83	View chart
Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL)	0.0	$228k	NEW	4.5k	50.72	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$225k		702.00	320.21	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$225k	-16%	1.9k	119.92	View chart
Intercontinental Exchange (ICE)	0.0	$224k		1.3k	168.50	View chart
Cme (CME)	0.0	$220k		814.00	270.20	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.0	$219k	-40%	2.4k	91.75	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$217k	-3%	9.4k	23.12	View chart
Progress Software Corporation (PRGS)	0.0	$216k		4.9k	43.93	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$215k		2.1k	103.06	View chart
Agnico (AEM)	0.0	$214k	NEW	1.3k	168.56	View chart
Te Connectivity Ord Shs (TEL)	0.0	$213k	NEW	969.00	219.54	View chart
Target Corporation (TGT)	0.0	$210k		2.3k	89.72	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$209k	NEW	1.8k	115.01	View chart
Listed Fds Tr Horizon Kinetics (INFL)	0.0	$208k	-2%	4.7k	44.70	View chart
Valero Energy Corporation (VLO)	0.0	$208k	NEW	1.2k	170.29	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$205k	NEW	4.7k	43.78	View chart
Medtronic SHS (MDT)	0.0	$204k	-36%	2.1k	95.26	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$203k		3.9k	52.06	View chart
Linde SHS (LIN)	0.0	$202k	NEW	426.00	474.89	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.0	$201k	-4%	4.8k	42.16	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$201k	-17%	507.00	396.23	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$200k	NEW	1.7k	121.08	View chart
Capricor Therapeutics Com New (CAPR)	0.0	$108k	-40%	15k	7.21	View chart
B2gold Corp (BTG)	0.0	$108k	NEW	22k	4.95	View chart
Anavex Life Sciences Corp Call Call Option (Principal)	0.0	$107k	NEW	12k	8.90	View chart
Dominari Holdings Com New (DOMH)	0.0	$106k	-40%	15k	7.09	View chart
Perfect Moment Com Shs (PMNT)	0.0	$73k	+26%	165k	0.44	View chart
Bioatla (BCAB)	0.0	$33k		47k	0.69	View chart
Capricor Therapeutics Call Call Option (Principal)	0.0	$19k	-75%	15k	1.25	View chart
SNDL Call Call Option (Principal)	0.0	$11k	NEW	16k	0.70	View chart
Essa Pharma Com New (EPIX)	0.0	$11k		55k	0.19	View chart
Sangamo Biosciences (SGMO)	0.0	$6.7k		10k	0.67	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 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
Magnus Financial Group 2021 Q3 filed Nov. 12, 2021

View all past filings

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