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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, IJR, and represent 24.51% of Magnus Financial Group's stock portfolio.
Added to shares of these 10 stocks: IBIT (+$12M), ET.PI, SPYV, JCPB, IJH, JEPQ, KNRG, FPE, SCHD, IJR.
Started 28 new stock positions in HYLN, ET.PI, SLB, HYT, SCHF, IBHF, WES, Tesla Motors Inc cmn, OSK, LIT.
Reduced shares in these 10 stocks: BITB (-$11M), BDYN (-$5.3M), GMNY, SCHG, JAAA, USFR, NCIQ, BDVL, AAPL, JSI.
Sold out of its positions in MSOS, AVGE, AVEM, Apple Inc option, AstraZeneca, RILY, BINC, BAI, THRO, BLMN.
Magnus Financial Group was a net seller of stock by $-51M.
Magnus Financial Group has $1.2B in assets under management (AUM), dropping by -5.94%.
Central Index Key (CIK): 0001765216

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Portfolio Holdings for Magnus Financial Group

Magnus Financial Group holds 373 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYV)	8.4	$104M	+4%	1.8M	56.58	View chart
Vanguard Index Fds Growth Etf (VUG)	4.9	$60M		137k	436.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.7	$58M	+5%	858k	67.53	View chart
Ishares Core Msci Emkt (IEMG)	3.3	$40M	+2%	579k	69.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.2	$40M	+3%	319k	124.31	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	2.9	$36M		850k	42.36	View chart
Apple (AAPL)	2.8	$35M	-6%	138k	253.79	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.7	$34M	+5%	1.9M	17.75	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.3	$28M	+8%	505k	55.52	View chart
Ishares Tr U.s. Finls Etf (IYF)	2.0	$24M	+2%	207k	117.66	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	2.0	$24M	+104%	631k	38.42	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.9	$23M	+17%	494k	47.08	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$17M		27k	650.33	View chart
Ishares Tr U.s. Real Es Etf (IYR)	1.3	$17M	+5%	176k	94.56	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.3	$17M	+6%	358k	46.07	View chart
JPMorgan Chase & Co. (JPM)	1.3	$16M	-4%	55k	294.16	View chart
Amazon (AMZN)	1.2	$15M	-3%	74k	208.27	View chart
Globalstar Com New (GSAT)	1.2	$15M		229k	66.42	View chart
Spdr Series Trust State Street Spd (SPYG)	1.2	$14M		146k	97.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$14M		252k	56.68	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	1.1	$14M		330k	42.37	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.1	$14M	+3%	277k	49.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$13M	+6%	238k	54.05	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.0	$12M	+5%	119k	99.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$12M		41k	287.56	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$11M	+7%	143k	79.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$11M	+4%	19k	597.54	View chart
Microsoft Corporation (MSFT)	0.9	$11M	-10%	30k	370.17	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$10M	+2%	245k	42.54	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.8	$10M		110k	91.37	View chart
First Tr Exch Traded Fd Iii New York Muni (FMNY)	0.8	$9.7M	+11%	366k	26.43	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.7	$9.0M		230k	39.28	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.7	$8.9M		22k	407.68	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$8.9M	+9%	178k	49.95	View chart
NVIDIA Corporation (NVDA)	0.7	$8.7M	-2%	50k	174.40	View chart
Exxon Mobil Corporation (XOM)	0.7	$8.5M		50k	169.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$8.5M		15k	577.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$8.3M		29k	286.86	View chart
Tesla Motors (TSLA)	0.7	$8.3M	-2%	22k	371.74	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.7	$8.2M	+4%	184k	44.85	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.6	$7.7M	-2%	125k	61.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$7.3M	-4%	38k	191.92	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.5	$6.6M	+4%	80k	82.43	View chart
Meta Platforms Cl A (META)	0.5	$6.5M	-3%	11k	572.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$6.2M	-8%	13k	479.20	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.5	$6.2M	-12%	38k	161.73	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$6.1M	-11%	8.8k	697.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$6.0M		9.2k	653.23	View chart
Eli Lilly & Co. (LLY)	0.5	$6.0M	-2%	6.5k	919.78	View chart
Broadcom (AVGO)	0.5	$6.0M	-3%	19k	309.50	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.4	$5.3M		67k	79.09	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.4	$5.1M	+8%	127k	40.19	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.4	$5.0M	-14%	34k	146.61	View chart
Visa Com Cl A (V)	0.4	$4.7M	-8%	16k	302.24	View chart
Johnson & Johnson (JNJ)	0.4	$4.4M	-7%	18k	244.43	View chart
Palo Alto Networks (PANW)	0.4	$4.3M		27k	160.32	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$4.3M		84k	50.66	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$4.1M	+11%	45k	91.77	View chart
Energy Transfer 9.250% Fxd Pfd I (ET.PI)	0.3	$4.1M	NEW	356k	11.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.1M	-3%	16k	261.91	View chart
Lam Research Corp Com New (LRCX)	0.3	$4.0M	-17%	19k	213.66	View chart
Palantir Technologies Cl A (PLTR)	0.3	$3.9M	+2%	27k	146.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$3.9M	+21%	60k	64.08	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$3.9M		12k	328.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$3.8M	-5%	19k	196.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$3.7M	-15%	18k	211.15	View chart
Goldman Sachs (GS)	0.3	$3.6M		4.3k	845.96	View chart
Chevron Corporation (CVX)	0.3	$3.5M		17k	206.89	View chart
Lockheed Martin Corporation (LMT)	0.3	$3.4M		5.6k	604.38	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$3.4M	-36%	25k	132.90	View chart
Kayne Anderson MLP Investment (KYN)	0.3	$3.4M		236k	14.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$3.3M	-3%	15k	213.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.2M		11k	287.17	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$3.2M	+6%	62k	50.81	View chart
Wal-Mart Stores (WMT)	0.3	$3.2M	-12%	25k	124.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.1M	-2%	7.3k	430.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.1M	-23%	27k	113.11	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$3.0M	-2%	66k	45.89	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.2	$2.9M	+49%	72k	40.71	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.9M		5.9k	491.52	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$2.7M	-25%	23k	118.60	View chart
Boeing Company (BA)	0.2	$2.7M	-4%	14k	199.03	View chart
Ishares Tr New York Mun Etf (NYF)	0.2	$2.7M	-13%	50k	53.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$2.6M	+120%	85k	30.68	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$2.5M		31k	81.98	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$2.5M		22k	114.99	View chart
Enterprise Products Partners (EPD)	0.2	$2.4M	+4%	64k	37.84	View chart
Honeywell International (HON)	0.2	$2.4M	+3%	11k	226.03	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.4M		16k	151.41	View chart
Caterpillar (CAT)	0.2	$2.4M	-8%	3.3k	708.46	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$2.3M		9.1k	257.36	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.3M	-6%	5.3k	426.37	View chart
Netflix (NFLX)	0.2	$2.2M	+4%	23k	96.15	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$2.2M	+21%	99k	22.34	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$2.2M		5.7k	383.40	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.2	$2.2M		44k	48.89	View chart
Walt Disney Company (DIS)	0.2	$2.1M	-4%	22k	96.38	View chart
Simplify Exchange Traded Fun Kayne Anderson (KNRG)	0.2	$2.1M	NEW	82k	25.41	View chart
Series Portfolios Tr Equable Shares H (HEDG)	0.2	$2.0M		71k	28.98	View chart
Home Depot (HD)	0.2	$2.0M	-11%	6.1k	328.86	View chart
Pepsi (PEP)	0.2	$2.0M		13k	155.29	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$1.9M	-67%	39k	50.37	View chart
McDonald's Corporation (MCD)	0.2	$1.9M	-7%	6.2k	310.80	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.9M	-3%	8.9k	217.24	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.8M		33k	56.79	View chart
Costco Wholesale Corporation (COST)	0.1	$1.8M		1.8k	996.51	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.1	$1.8M	+2%	23k	79.12	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.8M	-8%	9.8k	181.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.7M	-19%	5.4k	320.84	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.7M	-12%	8.8k	192.90	View chart
Morgan Stanley Com New (MS)	0.1	$1.6M	-14%	9.8k	164.58	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$1.6M	-22%	14k	110.86	View chart
Corning Incorporated (GLW)	0.1	$1.6M	+2%	12k	135.97	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.6M	-2%	6.5k	239.98	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.1	$1.6M	-10%	1.4k	1155.00	View chart
Axon Enterprise (AXON)	0.1	$1.5M		3.6k	424.69	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$1.5M		23k	67.12	View chart
Williams Companies (WMB)	0.1	$1.5M	-4%	21k	72.78	View chart
UnitedHealth (UNH)	0.1	$1.5M	-10%	5.6k	270.59	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.5M		12k	120.81	View chart
Abbvie (ABBV)	0.1	$1.5M		6.8k	217.48	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$1.5M	-4%	27k	55.20	View chart
American Express Company (AXP)	0.1	$1.4M		4.8k	302.50	View chart
Union Pacific Corporation (UNP)	0.1	$1.4M		5.9k	242.61	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.4M	-53%	29k	49.37	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$1.4M	-29%	13k	108.98	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$1.4M		11k	125.45	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.1	$1.4M	-2%	61k	22.49	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$1.3M		21k	62.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.3M	-76%	46k	29.13	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.1	$1.3M	-19%	1.1k	1191.56	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$1.3M	+16%	7.8k	168.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.3M		8.8k	148.11	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$1.2M		71k	17.32	View chart
Waste Management (WM)	0.1	$1.2M	+7%	5.2k	229.78	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$1.2M		86k	13.76	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.2M	+4%	6.4k	184.27	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$1.2M		30k	38.74	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$1.1M		38k	30.12	View chart
Bank of America Corporation (BAC)	0.1	$1.1M	-13%	24k	48.75	View chart
LXP Industrial Trust (LXP)	0.1	$1.1M	+2%	25k	46.26	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$1.1M		79k	14.37	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.1M		14k	78.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.1M	-9%	16k	70.18	View chart
Oracle Corporation (ORCL)	0.1	$1.1M	-16%	7.4k	147.10	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$1.1M	NEW	30k	35.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.1M		12k	88.70	View chart
Ge Aerospace Com New (GE)	0.1	$1.0M		3.7k	283.81	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$1.0M		24k	43.66	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$1.0M	-83%	42k	24.31	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$1.0M		2.2k	463.29	View chart
Immunome (IMNM)	0.1	$1.0M		46k	21.87	View chart
Philip Morris International (PM)	0.1	$983k	-14%	5.9k	165.35	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$982k	-74%	20k	50.34	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$978k	+2%	2.5k	390.41	View chart
Coca-Cola Company (KO)	0.1	$957k	-12%	13k	76.05	View chart
First Tr High Yield Opprt 20 (FTHY)	0.1	$939k	-16%	69k	13.53	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$935k	-3%	23k	40.83	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$918k	-5%	48k	19.00	View chart
Ishares Tr Esg Select Scre (XVV)	0.1	$906k	-5%	18k	49.22	View chart
Spotify Technology S A SHS (SPOT)	0.1	$902k	-47%	1.9k	484.91	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$898k	-3%	12k	73.14	View chart
Merck & Co (MRK)	0.1	$887k	-22%	7.4k	120.29	View chart
Pfizer (PFE)	0.1	$869k	-24%	31k	28.08	View chart
Cisco Systems (CSCO)	0.1	$854k	-22%	11k	77.59	View chart
Alphabet Call Call Option (Principal)	0.1	$852k	-5%	5.7k	149.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$818k	-60%	9.0k	90.53	View chart
International Business Machines (IBM)	0.1	$813k	-5%	3.4k	242.41	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$812k		15k	54.65	View chart
Ge Vernova (GEV)	0.1	$801k	+2%	917.00	873.24	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$797k	+10%	32k	25.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$796k		3.7k	215.06	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$794k		11k	75.45	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$794k	+38%	9.0k	88.16	View chart
At&t (T)	0.1	$781k		27k	28.99	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.1	$757k	-18%	43k	17.63	View chart
Nike CL B (NKE)	0.1	$752k	+2%	14k	52.82	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$744k	+3%	16k	46.67	View chart
Deere & Company (DE)	0.1	$736k	+6%	1.3k	563.16	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$728k	+17%	2.9k	250.59	View chart
Consolidated Edison (ED)	0.1	$725k		6.4k	113.18	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$713k	-2%	2.4k	302.29	View chart
Mastercard Incorporated Cl A (MA)	0.1	$707k	-2%	1.4k	499.58	View chart
Micron Technology (MU)	0.1	$707k	-3%	2.1k	337.84	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$693k	-93%	19k	36.81	View chart
PNC Financial Services (PNC)	0.1	$686k	+4%	3.3k	208.11	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$680k	-11%	5.3k	128.12	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$678k	+12%	35k	19.30	View chart
Fair Isaac Corporation (FICO)	0.1	$672k		629.00	1067.54	View chart
TJX Companies (TJX)	0.1	$671k	-6%	4.2k	159.71	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$667k	+60%	9.7k	68.47	View chart
Ishares Tr Esg Select Scree (XJR)	0.1	$664k		15k	43.54	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$660k	-13%	3.5k	189.57	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$639k		3.1k	203.76	View chart
Uber Technologies (UBER)	0.1	$638k	+2%	8.9k	71.93	View chart
Nextera Energy (NEE)	0.1	$629k	-17%	6.8k	92.87	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$626k		22k	28.71	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$624k	-81%	25k	24.65	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$621k		16k	38.86	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$615k		12k	49.61	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$612k	+55%	2.8k	218.72	View chart
Procter & Gamble Company (PG)	0.0	$611k	-2%	4.2k	144.43	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$604k	+4%	15k	40.54	View chart
Wells Fargo & Company (WFC)	0.0	$580k		7.3k	79.61	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$578k	+2%	4.2k	138.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$574k	+35%	7.8k	73.64	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$563k	+9%	7.3k	77.11	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$558k		12k	45.37	View chart
Lowe's Companies (LOW)	0.0	$555k	-5%	2.4k	236.23	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$553k	-10%	4.6k	121.20	View chart
United Rentals (URI)	0.0	$552k	+22%	757.00	728.84	View chart
Rbc Cad (RY)	0.0	$550k	-5%	3.4k	161.78	View chart
Global X Fds Global X Copper (COPX)	0.0	$548k	NEW	7.2k	76.35	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$546k	+9%	2.2k	248.03	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$546k	+85%	9.6k	57.07	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$543k	NEW	24k	22.95	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.0	$542k		5.4k	100.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$521k	-20%	5.4k	97.13	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$520k	-5%	7.5k	69.30	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$518k		8.0k	64.77	View chart
Trane Technologies SHS (TT)	0.0	$518k		1.2k	416.58	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$516k	+4%	3.3k	155.11	View chart
Citigroup Com New (C)	0.0	$513k	-29%	4.5k	113.42	View chart
Phillips 66 (PSX)	0.0	$512k	-10%	2.8k	182.16	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$503k	+4%	3.4k	145.93	View chart
Amgen (AMGN)	0.0	$501k	-17%	1.4k	351.79	View chart
Lumentum Hldgs (LITE)	0.0	$501k	-4%	713.00	702.76	View chart
Intuit (INTU)	0.0	$499k	-6%	1.2k	432.35	View chart
Coreweave Com Cl A (CRWV)	0.0	$497k	+14%	6.4k	77.48	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.0	$490k	+8%	17k	28.43	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$486k		21k	22.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$482k	-62%	2.5k	191.83	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$476k	-80%	5.8k	82.57	View chart
Cameco Corporation (CCJ)	0.0	$470k	+35%	4.3k	108.61	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$469k	-77%	4.2k	111.18	View chart
Cohen & Steers REIT/P (RNP)	0.0	$458k	-18%	23k	19.76	View chart
Spdr Series Trust State Street Spd (KBE)	0.0	$457k		7.7k	59.55	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$455k	+26%	6.7k	68.14	View chart
Sherwin-Williams Company (SHW)	0.0	$450k	-13%	1.4k	320.48	View chart
Bk Nova Cad (BNS)	0.0	$444k		6.4k	69.31	View chart
Totalenergies Se Act (TTE)	0.0	$433k	+5%	4.8k	90.98	View chart
Qualcomm (QCOM)	0.0	$428k	-16%	3.3k	128.80	View chart
Servicenow (NOW)	0.0	$428k	+35%	4.1k	104.55	View chart
Novartis Sponsored Adr (NVS)	0.0	$425k		2.8k	152.76	View chart
Starbucks Corporation (SBUX)	0.0	$422k	-42%	4.7k	89.59	View chart
Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL)	0.0	$421k	-50%	8.3k	50.66	View chart
Tapestry (TPR)	0.0	$417k		3.0k	141.10	View chart
Tesla Call Call Option (Principal)	0.0	$413k	NEW	5.0k	82.55	View chart
Ares Capital Corporation (ARCC)	0.0	$409k	+2%	23k	18.02	View chart
EOG Resources (EOG)	0.0	$409k		2.8k	144.57	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$407k	-21%	2.9k	141.41	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.0	$406k		9.5k	42.89	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$402k		4.1k	97.23	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.0	$399k	-5%	20k	20.36	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$399k	+32%	1.8k	218.72	View chart
EQT Corporation (EQT)	0.0	$397k	-11%	6.2k	63.64	View chart
Centrus Energy Corp Cl A (LEU)	0.0	$391k		2.3k	173.59	View chart
Altria (MO)	0.0	$389k		5.9k	65.99	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$384k		2.6k	145.73	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$383k	-54%	1.2k	318.11	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.0	$380k	+6%	2.2k	175.93	View chart
Kinder Morgan (KMI)	0.0	$380k	-19%	11k	33.53	View chart
AeroVironment (AVAV)	0.0	$380k	-8%	2.1k	183.05	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$378k	NEW	2.7k	142.16	View chart
Blackrock (BLK)	0.0	$375k	-30%	390.00	961.86	View chart
Abbott Laboratories (ABT)	0.0	$375k	-9%	3.6k	102.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$375k	-40%	7.5k	49.89	View chart
Chicago Atlantic Real Estate Fin (REFI)	0.0	$371k		33k	11.32	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$370k	NEW	44k	8.52	View chart
Astrazeneca Ord (AZN)	0.0	$370k	NEW	1.9k	197.22	View chart
Freeport Mcmoran CL B (FCX)	0.0	$367k	-22%	6.2k	58.78	View chart
Eaton Corp SHS (ETN)	0.0	$365k	+49%	1.0k	357.70	View chart
Intuitive Surgical Com New (ISRG)	0.0	$354k	-8%	768.00	460.99	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$354k	-57%	3.3k	106.15	View chart
Amazon Call Call Option (Principal)	0.0	$346k	-31%	4.1k	84.47	View chart
Nucor Corporation (NUE)	0.0	$343k		2.0k	169.12	View chart
Advanced Micro Devices (AMD)	0.0	$341k	+18%	1.7k	203.43	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$336k		34k	10.03	View chart
Strategy Cl A New (MSTR)	0.0	$333k		2.7k	124.80	View chart
General Motors Company (GM)	0.0	$333k	+44%	4.5k	74.50	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$331k		1.1k	313.67	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.0	$326k		38k	8.49	View chart
Northrop Grumman Corporation (NOC)	0.0	$325k		477.00	681.96	View chart
Intel Corporation (INTC)	0.0	$325k	-16%	7.4k	44.13	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$323k	+11%	6.5k	49.37	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$315k	-4%	933.00	337.79	View chart
Texas Instruments Incorporated (TXN)	0.0	$314k		1.6k	194.10	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$313k		5.5k	57.20	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$313k	+22%	7.3k	42.56	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.0	$312k		17k	18.71	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$311k	-2%	2.3k	135.34	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$308k	-81%	4.4k	70.27	View chart
Marriott Intl Cl A (MAR)	0.0	$305k	-35%	933.00	326.95	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$305k	+5%	5.8k	52.76	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$304k	NEW	4.3k	70.51	View chart
Enbridge (ENB)	0.0	$302k		5.6k	54.14	View chart
Celcuity (CELC)	0.0	$301k		2.6k	114.14	View chart
Bristol Myers Squibb (BMY)	0.0	$301k	-33%	5.0k	60.64	View chart
Nicolet Bankshares (NIC)	0.0	$295k	NEW	2.0k	148.59	View chart
Equinix (EQIX)	0.0	$293k		299.00	978.97	View chart
Oracle Corp 6.5 Dep Cum Sr D (ORCL.PD)	0.0	$293k	NEW	6.5k	45.01	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$290k		5.8k	49.69	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.0	$290k		4.0k	72.57	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$289k	-79%	3.4k	84.85	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$289k	-12%	13k	22.33	View chart
Travelers Companies (TRV)	0.0	$288k	-7%	988.00	291.70	View chart
Verizon Communications (VZ)	0.0	$281k	-34%	5.6k	50.20	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$279k	+24%	2.5k	110.38	View chart
Marathon Petroleum Corp (MPC)	0.0	$276k	NEW	1.1k	244.09	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$273k	-74%	2.5k	108.99	View chart
Spdr Series Trust State Street Spd (XHB)	0.0	$272k	-2%	2.8k	98.73	View chart
Annaly Capital Management In Com New (NLY)	0.0	$270k	+18%	13k	21.15	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$268k	-2%	2.0k	132.07	View chart
Thor Industries (THO)	0.0	$266k		3.3k	79.90	View chart
SLB Com Stk (SLB)	0.0	$263k	NEW	5.1k	51.39	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$261k		4.7k	55.16	View chart
Spdr Series Trust State Street Spd (KRE)	0.0	$260k	+4%	4.0k	65.15	View chart
Golub Capital BDC (GBDC)	0.0	$259k	-36%	21k	12.66	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$259k		5.2k	49.97	View chart
Emerson Electric (EMR)	0.0	$256k	-8%	2.0k	131.01	View chart
Public Service Enterprise (PEG)	0.0	$250k	-2%	3.1k	80.94	View chart
Wayfair Cl A (W)	0.0	$248k		3.3k	75.21	View chart
Live Nation Entertainment (LYV)	0.0	$248k		1.6k	152.51	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$247k	-18%	2.9k	86.69	View chart
Applied Materials (AMAT)	0.0	$246k	NEW	721.00	341.79	View chart
Metropcs Communications (TMUS)	0.0	$245k		1.2k	210.01	View chart
Bank of New York Mellon Corporation (BK)	0.0	$244k	+4%	2.1k	118.63	View chart
Coastal Finl Corp Wa Com New (CCB)	0.0	$240k	-24%	3.2k	76.10	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$240k	NEW	5.8k	41.17	View chart
Deutsche Bk Namen Akt (DB)	0.0	$239k	-11%	8.0k	29.78	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$239k	NEW	4.5k	52.70	View chart
Bioharvest Sciences Com New (BHST)	0.0	$239k		55k	4.34	View chart
Capital One Financial (COF)	0.0	$235k	-29%	1.3k	182.48	View chart
Meta Platforms Call Call Option (Principal)	0.0	$235k		1.2k	196.00	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.0	$235k	-57%	4.6k	50.95	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$232k	NEW	2.1k	109.11	View chart
Becton, Dickinson and (BDX)	0.0	$230k		1.5k	157.25	View chart
Valero Energy Corporation (VLO)	0.0	$230k	NEW	930.00	247.15	View chart
Prudential Financial (PRU)	0.0	$229k		2.3k	97.68	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$229k	-45%	2.3k	99.25	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$225k		1.9k	120.04	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$224k	NEW	9.1k	24.75	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$223k		2.1k	106.02	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$223k	-52%	2.6k	86.63	View chart
Sundial Growers (SNDL)	0.0	$222k	+13%	168k	1.32	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$222k		359.00	617.23	View chart
Amplify Etf Tr Seymour Canb Etf (CNBS)	0.0	$221k		10k	22.04	View chart
W.W. Grainger (GWW)	0.0	$218k		200.00	1090.81	View chart
Oneok (OKE)	0.0	$217k	-36%	2.4k	90.39	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$217k	-66%	1.8k	118.62	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$217k	-16%	3.8k	57.64	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.0	$215k	NEW	5.5k	38.96	View chart
Tempus Ai Cl A (TEM)	0.0	$214k	NEW	4.7k	45.22	View chart
Intercontinental Exchange (ICE)	0.0	$213k		1.4k	157.27	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$211k	-81%	3.6k	58.18	View chart
Cme (CME)	0.0	$211k	-14%	713.00	295.23	View chart
Agnico (AEM)	0.0	$211k	NEW	1.0k	202.98	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$207k	NEW	2.8k	74.34	View chart
Oshkosh Corporation (OSK)	0.0	$206k	NEW	1.4k	147.21	View chart
Te Connectivity Ord Shs (TEL)	0.0	$205k		981.00	208.96	View chart
Moody's Corporation (MCO)	0.0	$202k	-25%	464.00	436.25	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$202k	-32%	1.4k	142.46	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$202k	-76%	2.1k	94.93	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.0	$201k	-2%	4.6k	43.70	View chart
Kayne Anderson Bdc Com Shs (KBDC)	0.0	$181k	NEW	13k	13.72	View chart
Pixelworks (PXLW)	0.0	$68k		13k	5.40	View chart
Snail Class A Com (SNAL)	0.0	$57k		112k	0.51	View chart
Snap Cl A (SNAP)	0.0	$55k	NEW	12k	4.60	View chart
Lifemd (LFMD)	0.0	$43k		12k	3.61	View chart
Hyliion Holdings Corp Common Stock (HYLN)	0.0	$29k	NEW	17k	1.76	View chart
Bioatla (BCAB)	0.0	$3.2k		20k	0.16	View chart
Sangamo Biosciences (SGMO)	0.0	$2.5k		10k	0.25	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 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
Magnus Financial Group 2022 Q2 filed Aug. 11, 2022
Magnus Financial Group 2022 Q1 filed May 12, 2022

View all past filings

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