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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, IEMG, AAPL, and represent 24.41% of Magnus Financial Group's stock portfolio.
Added to shares of these 10 stocks: XOM (+$8.5M), SPYV, ITOT, VOO, JCPB, SPCX, JEPQ, IJH, Dimensional Etf Trust, CRWD.
Started 50 new stock positions in IBIG, AMP, OKE, PFF, ADM, FLRN, DGRW, RECS, IBIH, BDX.
Reduced shares in these 10 stocks: , Teva Pharmaceutical Industries, LPX, SPOT, NKE, , AMD, JAAA, SGOV, OPER.
Sold out of its positions in ABEV, ARES, Better Choice, CELC, IPSC, CCB, EW, Exxon Mobil Corporation, FRMI, LIT.
Magnus Financial Group was a net buyer of stock by $81M.
Magnus Financial Group has $1.5B in assets under management (AUM), dropping by 5.81%.
Central Index Key (CIK): 0001765216

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Portfolio Holdings for Magnus Financial Group

Magnus Financial Group holds 413 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500val (SPYV)	8.2	$123M	+3%	2.0M	61.13	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	5.2	$78M	+2%	869k	90.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.4	$66M	+3%	923k	71.95	View chart
Ishares Core Msci Emkt (IEMG)	3.4	$51M	+3%	631k	81.16	View chart
Apple (AAPL)	3.1	$47M		140k	333.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.1	$46M	+2%	336k	136.04	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.4	$35M	+6%	574k	61.26	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.3	$35M	+4%	2.1M	17.05	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	2.3	$35M		877k	39.87	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.3	$34M	+4%	311k	109.38	View chart
Ishares Tr U.s. Finls Etf (IYF)	1.8	$27M	+2%	218k	125.66	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.8	$26M	+10%	588k	44.78	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$22M		28k	762.62	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.3	$20M	+4%	423k	47.34	View chart
Amazon (AMZN)	1.2	$19M		75k	249.15	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.2	$18M		147k	123.08	View chart
JPMorgan Chase & Co. (JPM)	1.2	$18M		55k	330.83	View chart
Ishares Tr U.s. Real Es Etf (IYR)	1.2	$18M	+3%	188k	95.04	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.2	$18M	+6%	398k	44.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$18M	+17%	25k	700.87	View chart
Microsoft Corporation (MSFT)	1.2	$17M	+8%	34k	512.90	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	1.1	$16M	+11%	361k	45.36	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.0	$15M	+10%	321k	47.58	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	1.0	$15M		338k	44.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$15M		246k	59.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$15M	+2%	42k	344.08	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$15M		258k	56.22	View chart
NVIDIA Corporation (NVDA)	0.9	$13M	+9%	58k	228.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$13M	+10%	169k	77.25	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.9	$13M	+3%	263k	48.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$12M		17k	739.76	View chart
First Tr Exch Traded Fd Iii New York Muni (FMNY)	0.8	$12M	+12%	473k	24.89	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.8	$12M	+18%	235k	49.22	View chart
Palo Alto Networks (PANW)	0.7	$11M		28k	397.31	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.7	$11M	-2%	125k	85.48	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.7	$10M		113k	91.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$10M	+2%	30k	340.74	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$9.7M		77k	125.67	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.6	$9.4M	+7%	201k	46.49	View chart
Meta Platforms Cl A (META)	0.6	$8.8M	+2%	12k	725.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$8.7M	+6%	42k	208.02	View chart
Kayne Anderson MLP Investment (KYN)	0.6	$8.5M	+29%	625k	13.60	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.6	$8.5M	NEW	52k	162.75	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.6	$8.3M	+6%	135k	61.50	View chart
Tesla Motors (TSLA)	0.5	$8.2M		23k	354.81	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.5	$8.1M		235k	34.35	View chart
Eli Lilly & Co. (LLY)	0.5	$7.9M	+3%	6.8k	1157.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$7.8M	+9%	10k	765.85	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.5	$7.1M	+7%	42k	166.98	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.5	$7.0M		81k	86.80	View chart
Broadcom (AVGO)	0.5	$7.0M		20k	351.19	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$6.8M		12k	568.63	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.4	$6.7M	+5%	141k	47.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$6.7M	+3%	13k	497.95	View chart
Flexshares Tr Nrtrn Tr Qlt Div (QDF)	0.4	$6.0M		67k	90.24	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.4	$6.0M	+4%	36k	168.42	View chart
Visa Com Cl A (V)	0.4	$5.9M		16k	359.33	View chart
Lam Research Corp Com New (LRCX)	0.4	$5.8M		18k	328.51	View chart
Goldman Sachs (GS)	0.4	$5.5M		6.1k	900.37	View chart
Palantir Technologies Cl A (PLTR)	0.4	$5.3M	+4%	28k	187.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$5.2M	+10%	73k	70.61	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$5.2M	+3%	26k	195.75	View chart
Johnson & Johnson (JNJ)	0.3	$5.1M	+7%	19k	264.74	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$5.0M	+23%	57k	87.80	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.3	$4.8M	+21%	120k	39.83	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$4.5M	+2%	7.4k	609.03	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.3	$4.5M	+6%	21k	216.08	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.3	$4.4M		16k	284.49	View chart
Thermo Fisher Scientific (TMO)	0.3	$4.2M		6.2k	675.08	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$4.2M		87k	47.86	View chart
Energy Transfer 9.250% Fxd Pfd I (Principal) (ET.PI)	0.3	$4.2M	+2%	378k	11.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$4.0M		18k	228.27	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$4.0M	+6%	76k	52.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$3.8M		27k	142.26	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.3	$3.8M	+7%	48k	78.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$3.7M		15k	247.93	View chart
Chevron Corporation (CVX)	0.2	$3.7M	+4%	18k	204.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$3.5M	+12%	106k	32.53	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$3.1M	+1233%	19k	166.28	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$3.1M	+6%	78k	39.44	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.0M		5.8k	509.25	View chart
Caterpillar (CAT)	0.2	$2.9M	+2%	3.6k	810.89	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$2.8M	+653%	19k	150.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.8M		7.4k	380.84	View chart
Wal-Mart Stores (WMT)	0.2	$2.8M	+3%	27k	103.92	View chart
Ishares Tr New York Mun Etf (NYF)	0.2	$2.7M	-5%	54k	50.52	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$2.7M	+3%	24k	113.44	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.2	$2.7M	+278%	61k	44.45	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$2.7M	+266%	10k	264.75	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.2	$2.7M		9.1k	292.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.6M		21k	125.26	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.6M		9.8k	264.90	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$2.6M	+2%	23k	112.09	View chart
Micron Technology (MU)	0.2	$2.6M	+20%	2.4k	1065.28	View chart
Boeing Company (BA)	0.2	$2.5M		14k	186.05	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.2	$2.5M		31k	80.60	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.4M		16k	152.07	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$2.4M	+23%	6.5k	374.25	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$2.4M	+7%	23k	103.09	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$2.3M	+4%	110k	21.17	View chart
Enterprise Products Partners (EPD)	0.2	$2.3M		65k	35.61	View chart
UnitedHealth (UNH)	0.2	$2.3M	+2%	6.3k	367.06	View chart
Walt Disney Company (DIS)	0.2	$2.3M		22k	104.90	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.2M		33k	66.79	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$2.2M	+12%	9.5k	231.04	View chart
Series Portfolios Tr Equab Equit Etf (HEDG)	0.1	$2.2M		71k	30.73	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.1	$2.2M	+3%	25k	87.23	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.1	$2.1M		45k	46.23	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.1M	-4%	6.6k	317.33	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$2.0M	+10%	9.5k	210.52	View chart
Morgan Stanley Com New (MS)	0.1	$2.0M	+2%	11k	188.07	View chart
Costco Wholesale Corporation (COST)	0.1	$1.9M	+5%	2.1k	910.31	View chart
Abbvie (ABBV)	0.1	$1.8M		7.0k	261.58	View chart
Bbb Foods Cl A Com (TBBB)	0.1	$1.8M	NEW	34k	52.64	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$1.8M	NEW	45k	40.12	View chart
Corning Incorporated (GLW)	0.1	$1.8M	-5%	12k	153.76	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.7M	+3%	9.4k	185.65	View chart
Union Pacific Corporation (UNP)	0.1	$1.7M		6.4k	272.15	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$1.7M		25k	68.06	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$1.7M		24k	71.50	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.7M	NEW	39k	43.30	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$1.7M	+2%	15k	110.97	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$1.6M	+5%	30k	53.40	View chart
Netflix (NFLX)	0.1	$1.6M	+5%	23k	69.58	View chart
Pepsi (PEP)	0.1	$1.6M		13k	126.72	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.6M		12k	130.09	View chart
LXP Industrial Trust (LXP)	0.1	$1.6M	+2%	26k	60.92	View chart
Teva Pharmaceutical Inds SHS (TEVA)	0.1	$1.6M	NEW	40k	39.60	View chart
American Express Company (AXP)	0.1	$1.5M	+4%	5.1k	304.11	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.5M	+453%	31k	49.55	View chart
Bank of America Corporation (BAC)	0.1	$1.5M	+11%	28k	54.43	View chart
Home Depot (HD)	0.1	$1.5M	-13%	5.2k	284.48	View chart
Williams Companies (WMB)	0.1	$1.4M		21k	67.97	View chart
McDonald's Corporation (MCD)	0.1	$1.4M	-2%	6.1k	230.95	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$1.4M		13k	108.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.4M		8.9k	155.20	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.4M		71k	19.30	View chart
Bank Of Amer Corp 7.25%CNV PFD L (Principal) (BAC.PL)	0.1	$1.4M		1.1k	1220.96	View chart
Merck & Co (MRK)	0.1	$1.3M	+26%	9.3k	145.31	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.3M	NEW	13k	97.24	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$1.3M	NEW	29k	45.09	View chart
First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI)	0.1	$1.3M		61k	21.29	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.1	$1.3M		6.6k	195.52	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.3M	+4%	17k	75.39	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.3M		15k	84.42	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.1	$1.2M		1.1k	1078.99	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$1.2M	NEW	18k	69.26	View chart
Cisco Systems (CSCO)	0.1	$1.2M		11k	107.63	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.2M		34k	35.93	View chart
Advanced Micro Devices (AMD)	0.1	$1.2M	-27%	2.0k	611.74	View chart
Ge Aerospace Com New (GE)	0.1	$1.2M	+2%	3.8k	312.30	View chart
Coca-Cola Company (KO)	0.1	$1.2M	+8%	14k	86.08	View chart
Copart (CPRT)	0.1	$1.2M	NEW	43k	27.28	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$1.2M		11k	107.54	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.2M	+9%	4.8k	241.32	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$1.1M		18k	65.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.1M	+98%	13k	84.96	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$1.1M		2.2k	508.61	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.1M	+15%	38k	29.31	View chart
Simplify Exchange Traded Fun Kayne Anderson (KNRG)	0.1	$1.1M		44k	24.93	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$1.1M	-28%	22k	50.47	View chart
Waste Management (WM)	0.1	$1.1M		5.3k	203.91	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$1.1M	-2%	29k	36.85	View chart
Intel Corporation (INTC)	0.1	$1.1M	+14%	8.8k	120.23	View chart
Honeywell International (HON)	0.1	$1.1M	-7%	5.0k	210.95	View chart
Philip Morris International (PM)	0.1	$1.0M	+3%	5.4k	190.84	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$1.0M		15k	69.96	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.0M	NEW	34k	29.50	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$1.0M	-9%	79k	12.74	View chart
Ge Vernova (GEV)	0.1	$1.0M	-7%	1.1k	950.08	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$1000k		79k	12.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$971k	+3%	11k	89.63	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$949k	-2%	23k	40.99	View chart
Oracle Corporation (ORCL)	0.1	$948k	-9%	6.9k	137.30	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$946k		30k	31.27	View chart
Ishares Tr Esg Select Scre (XVV)	0.1	$938k		16k	58.30	View chart
Global X Fds Global X Copper (COPX)	0.1	$927k	+20%	11k	84.70	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$910k	-25%	9.1k	100.10	View chart
Mastercard Incorporated Cl A (MA)	0.1	$910k	+8%	1.6k	551.56	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$909k		49k	18.44	View chart
Pfizer (PFE)	0.1	$907k		32k	28.52	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$904k		22k	40.91	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$903k	-3%	8.0k	112.50	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$902k		11k	84.65	View chart
Deere & Company (DE)	0.1	$897k		1.3k	671.70	View chart
United Rentals (URI)	0.1	$897k	+14%	896.00	1001.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$879k		3.8k	233.30	View chart
Phillips 66 (PSX)	0.1	$877k	+22%	3.4k	255.28	View chart
PNC Financial Services (PNC)	0.1	$873k	+18%	3.9k	222.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$868k	+2%	9.0k	96.88	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$857k		12k	70.51	View chart
Honeywell Aerospace (HONA)	0.1	$850k	+2%	5.5k	154.97	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$844k	+26%	11k	78.10	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$834k	+104%	16k	53.17	View chart
Immunome (IMNM)	0.1	$834k	-7%	39k	21.51	View chart
Eaton Corp SHS (ETN)	0.1	$822k	+5%	1.9k	429.65	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$814k	NEW	17k	49.20	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$807k	+9%	11k	75.62	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$795k	+8%	1.7k	456.06	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$791k		2.3k	337.85	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$783k	-36%	7.8k	100.69	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$747k		1.00	747005.00	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$738k		3.5k	209.47	View chart
Ishares Tr Esg Sele Scr Etf (XJR)	0.0	$720k		15k	48.28	View chart
Citigroup Com New (C)	0.0	$709k	+12%	5.5k	129.49	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$709k		14k	50.39	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$702k		3.2k	220.37	View chart
Coreweave Com Cl A (CRWV)	0.0	$701k	+10%	8.0k	87.12	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.0	$693k		43k	16.01	View chart
Pimco Equity Ser Rafi Dyn Multi (MFDX)	0.0	$692k	NEW	17k	41.40	View chart
T Rowe Price Exchange-traded Floating Rate (TFLR)	0.0	$691k	NEW	14k	50.50	View chart
Lumentum Hldgs (LITE)	0.0	$688k	-5%	708.00	971.26	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.0	$686k	+7%	25k	27.84	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$686k		5.0k	137.68	View chart
At&t (T)	0.0	$680k		28k	24.40	View chart
Consolidated Edison (ED)	0.0	$673k	+2%	6.6k	102.21	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$672k	+48%	4.0k	166.79	View chart
Uber Technologies (UBER)	0.0	$671k	+6%	9.8k	68.51	View chart
Rbc Cad (RY)	0.0	$669k		3.4k	196.59	View chart
International Business Machines (IBM)	0.0	$666k	+2%	3.0k	219.96	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$665k		4.2k	158.76	View chart
Wells Fargo & Company (WFC)	0.0	$665k	+20%	8.3k	80.05	View chart
Qualcomm (QCOM)	0.0	$650k	+5%	3.5k	184.02	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$649k		21k	30.59	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$648k	+13%	9.2k	70.15	View chart
Servicenow (NOW)	0.0	$640k		4.8k	134.01	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$639k	+11%	6.1k	103.89	View chart
Marathon Petroleum Corp (MPC)	0.0	$636k	+24%	1.6k	395.42	View chart
Procter & Gamble Company (PG)	0.0	$620k	+3%	4.3k	145.28	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$619k	-3%	4.2k	146.18	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$607k	+39%	11k	55.55	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$594k		14k	41.71	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$592k	+2%	11k	56.32	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$590k		12k	48.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$587k		2.1k	277.95	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$578k		2.8k	207.21	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.0	$577k	NEW	19k	30.84	View chart
Bk Nova Cad (BNS)	0.0	$574k		6.3k	90.84	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.0	$572k		25k	22.53	View chart
Trane Technologies SHS (TT)	0.0	$568k		1.3k	451.99	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$566k	NEW	6.8k	82.97	View chart
TJX Companies (TJX)	0.0	$556k	-3%	4.2k	132.30	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$554k	-5%	2.9k	193.75	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$552k		11k	48.78	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$549k		2.8k	197.97	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$524k		27k	19.77	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$518k		8.0k	64.80	View chart
First Tr High Yield Opprt 20 (FTHY)	0.0	$517k	-37%	40k	12.85	View chart
Nextera Energy (NEE)	0.0	$513k		6.8k	75.74	View chart
Amgen (AMGN)	0.0	$506k	-15%	1.2k	421.55	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$500k		3.4k	146.47	View chart
Nucor Corporation (NUE)	0.0	$491k	+3%	2.1k	233.76	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$489k	-3%	2.9k	167.25	View chart
Starbucks Corporation (SBUX)	0.0	$489k	+9%	5.2k	93.96	View chart
Spdr Series Trust St Str Sp Bank (KBE)	0.0	$487k		7.7k	63.22	View chart
Chicago Atlantic Real Estate Fin (REFI)	0.0	$483k	+21%	48k	10.02	View chart
Freeport Mcmoran CL B (FCX)	0.0	$481k	+10%	6.9k	70.00	View chart
Texas Instruments Incorporated (TXN)	0.0	$481k	+5%	1.7k	280.08	View chart
Roundhill Etf Trust Memory Etf	0.0	$471k	+15%	7.8k	60.36	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$470k		22k	21.84	View chart
Applied Materials (AMAT)	0.0	$469k	+10%	918.00	511.32	View chart
Marriott Intl Cl A (MAR)	0.0	$465k		1.3k	355.78	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.0	$463k	-4%	19k	24.51	View chart
Sherwin-Williams Company (SHW)	0.0	$460k		1.4k	323.34	View chart
Ares Capital Corporation (ARCC)	0.0	$456k	+2%	24k	19.10	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$443k		4.1k	106.71	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$442k		1.2k	382.06	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$440k	NEW	11k	39.72	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.0	$438k		9.6k	45.45	View chart
Lowe's Companies (LOW)	0.0	$437k		2.4k	184.33	View chart
Alphabet Call Call Option (Principal)	0.0	$430k		2.7k	159.25	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$416k	-4%	1.9k	222.30	View chart
Cohen & Steers REIT/P (RNP)	0.0	$414k		22k	18.65	View chart
Blackrock (BLK)	0.0	$412k	-3%	390.00	1057.06	View chart
Totalenergies Se Act (TTE)	0.0	$410k	-25%	4.8k	85.50	View chart
Altria (MO)	0.0	$402k		6.0k	67.33	View chart
Novartis Sponsored Adr (NVS)	0.0	$402k		2.8k	142.58	View chart
Strategy Cl A New (MSTR)	0.0	$396k	-3%	2.6k	153.09	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.0	$393k	NEW	1.1k	351.76	View chart
EOG Resources (EOG)	0.0	$393k		2.9k	137.74	View chart
Cameco Corporation (CCJ)	0.0	$390k	-5%	4.5k	86.67	View chart
Meta Platforms Call Call Option (Principal)	0.0	$389k		1.2k	324.52	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$388k	+8%	421.00	922.40	View chart
Goldman Sachs Etf Tr Dyna Cal Mun Etf (GCAL)	0.0	$388k	-4%	8.0k	48.50	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.0	$387k		20k	19.75	View chart
Tempus Ai Cl A (TEM)	0.0	$387k		4.7k	81.90	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$381k	+29%	8.6k	44.37	View chart
Marvell Technology (MRVL)	0.0	$379k	+13%	1.4k	264.24	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$377k		2.9k	128.10	View chart
Fair Isaac Corporation (FICO)	0.0	$373k		630.00	592.47	View chart
Take-Two Interactive Software (TTWO)	0.0	$370k	-10%	1.8k	207.50	View chart
MetLife (MET)	0.0	$368k	NEW	3.9k	94.16	View chart
Nebius Group Shs Class A (NBIS)	0.0	$367k	+13%	1.6k	235.88	View chart
Ishares Tr Ibonds Oct 2031 (IBIH)	0.0	$364k	NEW	15k	25.01	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$364k		5.6k	64.59	View chart
Abbott Laboratories (ABT)	0.0	$364k		3.7k	98.84	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$362k	+19%	3.6k	101.10	View chart
Kinder Morgan (KMI)	0.0	$362k	+5%	12k	30.15	View chart
Travelers Companies (TRV)	0.0	$358k		1.0k	356.53	View chart
Swarmer Com Shs (SWMR)	0.0	$357k		20k	17.83	View chart
Centrus Energy Corp Cl A (LEU)	0.0	$353k	+12%	2.5k	139.49	View chart
Tapestry (TPR)	0.0	$347k		3.0k	115.03	View chart
Amplify Etf Tr Seymour Canb Etf (CNBS)	0.0	$346k	+2%	13k	26.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$345k	+30%	13k	27.47	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$345k	-11%	1.9k	178.17	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$340k	NEW	4.1k	82.31	View chart
Wayfair Cl A (W)	0.0	$340k		3.3k	102.56	View chart
Intuit (INTU)	0.0	$339k	+6%	1.2k	275.61	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$339k	-3%	2.3k	148.30	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$338k	-4%	8.0k	42.19	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$336k		2.1k	160.75	View chart
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA)	0.0	$334k	+59%	14k	24.04	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$330k	+5%	2.3k	144.65	View chart
Ishares Tr Ibonds Oct 2032 (IBII)	0.0	$330k	NEW	13k	24.55	View chart
General Motors Company (GM)	0.0	$327k	-2%	4.3k	77.00	View chart
Generate Biomedicines Com Shs (GENB)	0.0	$327k	+39%	22k	15.02	View chart
Nicolet Bankshares (NIC)	0.0	$326k		2.0k	162.98	View chart
Ishares Tr Ibonds Oct 2029 (IBIF)	0.0	$323k	NEW	13k	25.41	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$322k		14k	23.72	View chart
Intuitive Surgical Com New (ISRG)	0.0	$322k		791.00	406.63	View chart
EQT Corporation (EQT)	0.0	$321k	+5%	6.6k	48.56	View chart
Emerson Electric (EMR)	0.0	$318k	+3%	2.1k	155.11	View chart
Ishares Tr Ibonds Oct 2030 (IBIG)	0.0	$318k	NEW	13k	25.17	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$317k		2.0k	155.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$316k	+46%	3.3k	94.55	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$314k	NEW	3.5k	89.76	View chart
Dell Technologies CL C (DELL)	0.0	$312k	+9%	579.00	538.41	View chart
Bristol Myers Squibb (BMY)	0.0	$312k	-8%	5.0k	62.40	View chart
Equinix (EQIX)	0.0	$312k	+2%	308.00	1011.22	View chart
Proshares Tr Ultr Sho S&p 500 (SPXU)	0.0	$311k	NEW	8.9k	34.80	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$304k	+3%	1.6k	186.30	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$301k	-30%	3.7k	81.21	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$301k		5.5k	55.03	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$299k		33k	9.07	View chart
Pbf Energy Cl A (PBF)	0.0	$292k	NEW	3.8k	76.96	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$289k	+23%	4.9k	59.23	View chart
Deutsche Bk Namen Akt (DB)	0.0	$288k		8.0k	35.89	View chart
Live Nation Entertainment (LYV)	0.0	$282k		1.7k	169.30	View chart
Prudential Financial (PRU)	0.0	$281k	+4%	2.5k	113.59	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.0	$280k		2.8k	99.32	View chart
Amazon Call Call Option (Principal)	0.0	$280k		2.1k	133.24	View chart
Astrazeneca Ord (AZN)	0.0	$278k	-8%	1.7k	161.47	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$278k	+23%	6.7k	41.51	View chart
Sundial Growers (SNDL)	0.0	$278k	-6%	215k	1.29	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.0	$277k	NEW	11k	24.54	View chart
Spdr Series Trust St Str Sp Home (XHB)	0.0	$274k	+3%	2.9k	96.04	View chart
Target Corporation (TGT)	0.0	$274k	-2%	1.7k	156.72	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$272k	+3%	2.9k	95.00	View chart
Chatham Lodging Trust (CLDT)	0.0	$272k	+2%	20k	13.38	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.0	$269k		16k	16.73	View chart
W.W. Grainger (GWW)	0.0	$264k	+5%	212.00	1243.19	View chart
Golub Capital BDC (GBDC)	0.0	$262k		21k	12.63	View chart
Apple Call Call Option (Principal)	0.0	$262k	NEW	1.7k	154.02	View chart
Verizon Communications (VZ)	0.0	$262k	+2%	5.7k	45.87	View chart
Graniteshares Etf Tr 2x Long Nvda Etf (NVDL)	0.0	$261k	-5%	7.1k	36.71	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$260k	NEW	10k	25.39	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$259k	NEW	6.6k	39.06	View chart
Enbridge (ENB)	0.0	$259k		5.6k	46.49	View chart
Valero Energy Corporation (VLO)	0.0	$258k	NEW	665.00	387.61	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.0	$257k	-14%	9.9k	26.12	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.0	$257k	-7%	3.7k	69.43	View chart
Flexshares Tr NRTRN TR MRN GBL (GUNR)	0.0	$253k		4.8k	52.74	View chart
Sharkninja Com Shs (SN)	0.0	$252k		1.4k	180.12	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$246k	NEW	807.00	304.81	View chart
SLB Com Stk (SLB)	0.0	$246k	+9%	5.0k	48.72	View chart
Annaly Capital Management In Com New (NLY)	0.0	$242k		13k	18.89	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$241k	+3%	368.00	655.93	View chart
Welltower Inc Com reit (WELL)	0.0	$239k		1.0k	230.35	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$237k	NEW	2.1k	113.95	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$235k	-2%	4.8k	48.70	View chart
Northrop Grumman Corporation (NOC)	0.0	$234k		484.00	483.20	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$231k		3.3k	69.33	View chart
AeroVironment (AVAV)	0.0	$230k	-2%	1.6k	142.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$230k	+3%	5.2k	44.09	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$230k		4.2k	54.10	View chart
Capital One Financial (COF)	0.0	$228k	+2%	1.2k	193.12	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$228k	NEW	2.5k	92.64	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.0	$227k		4.7k	48.44	View chart
Amphenol Corp Cl A (APH)	0.0	$225k	NEW	2.7k	84.31	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$225k	-37%	4.1k	54.51	View chart
Hldgs (UAL)	0.0	$224k	+2%	2.0k	110.95	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$224k	+13%	5.4k	41.27	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.0	$221k	NEW	4.8k	45.63	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$220k	NEW	9.4k	23.32	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$220k	-25%	2.0k	110.34	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.0	$220k		3.1k	71.56	View chart
Ameriprise Financial (AMP)	0.0	$218k	NEW	443.00	492.35	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$217k	-32%	4.6k	47.36	View chart
Thor Industries (THO)	0.0	$216k		3.1k	69.09	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$215k		3.7k	57.82	View chart
Public Service Enterprise (PEG)	0.0	$213k		3.2k	67.35	View chart
Becton, Dickinson and (BDX)	0.0	$212k	NEW	1.2k	178.95	View chart
Sandisk Corp (SNDK)	0.0	$211k		121.00	1742.72	View chart
Intercontinental Exchange (ICE)	0.0	$208k	NEW	1.4k	152.06	View chart
Archer Daniels Midland Company (ADM)	0.0	$208k	NEW	2.6k	79.37	View chart
Paychex (PAYX)	0.0	$206k	NEW	2.1k	98.51	View chart
Versigent Ordinary Shares (VGNT)	0.0	$205k	NEW	4.6k	44.94	View chart
Microchip Technology (MCHP)	0.0	$205k	+2%	2.6k	77.77	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.0	$204k	NEW	7.5k	27.14	View chart
Oneok (OKE)	0.0	$203k	NEW	2.4k	85.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$202k	NEW	1.7k	117.75	View chart
Kla Corp Com New (KLAC)	0.0	$202k	+7%	1.0k	194.93	View chart
Arista Networks Com Shs (ANET)	0.0	$201k	NEW	989.00	203.59	View chart
Agnico (AEM)	0.0	$201k	NEW	1.1k	183.27	View chart
Putnam Etf Trust Fran Mu Hi Yi Et (FTMH)	0.0	$173k	NEW	16k	10.86	View chart
DiamondRock Hospitality Company (DRH)	0.0	$166k	+20%	13k	12.36	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.0	$142k	-54%	22k	6.39	View chart
Bioharvest Sciences Com New (BHST)	0.0	$133k		90k	1.48	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$90k	-70%	12k	7.84	View chart
Ironwood Pharmaceuticals Com Cl A (IRWD)	0.0	$62k	-13%	16k	3.97	View chart
Lifemd (LFMD)	0.0	$35k		12k	2.90	View chart
Lucid Diagnostics (LUCD)	0.0	$31k	-26%	41k	0.75	View chart
Ishares Tr Call Call Option (Principal)	0.0	$2.6k	NEW	20k	0.13	View chart

Past Filings by Magnus Financial Group

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

Magnus Financial Group 2026 Q3 filed Oct. 21, 2026
Magnus Financial Group 2026 Q2 filed July 9, 2026
Magnus Financial Group 2026 Q1 filed April 10, 2026
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

View all past filings

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