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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, IJH, VUG, JEPI, IJR, and represent 26.59% of Magnus Financial Group's stock portfolio.
Added to shares of these 10 stocks: IJH (+$34M), PDBC (+$12M), JMUB (+$11M), JAAA (+$6.4M), VUG, JCPB, FPE, DJTWW, IJR, SPTL.
Started 65 new stock positions in OEF, HYD, AXON, EWJ, XVV, DAL, LEN, XHB, TGT, ENVX.
Reduced shares in these 10 stocks: USFR (-$13M), FTGC (-$12M), FMB (-$10M), FPEI (-$6.1M), TLT, SPOT, , SHY, IWD, CVS.
Sold out of its positions in APD, MO, AEP, HYT, DKNG, SCPX, PSCH, EZU, TLT, VLUE. IEUR, MTNB, Seagen, Tesla Motors Inc cmn, Tradeup Acquisition Corp.
Magnus Financial Group was a net buyer of stock by $87M.
Magnus Financial Group has $843M in assets under management (AUM), dropping by 22.81%.
Central Index Key (CIK): 0001765216

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Portfolio Holdings for Magnus Financial Group

Magnus Financial Group holds 314 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	9.0	$76M	+2%	1.5M	50.10	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.0	$42M	+427%	691k	60.74	View chart
Vanguard Index Fds Growth Etf (VUG)	4.7	$40M	+13%	115k	344.20	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.1	$35M	+4%	596k	57.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.8	$32M	+9%	294k	110.52	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.9	$24M	+18%	1.4M	17.32	View chart
Ishares Core Msci Emkt (IEMG)	2.8	$24M	+6%	458k	51.60	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	2.6	$22M	+2%	788k	27.96	View chart
Apple (AAPL)	2.4	$20M	+4%	118k	171.48	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.1	$18M	-42%	350k	50.29	View chart
Ishares Tr U.s. Finls Etf (IYF)	2.1	$17M	+5%	182k	95.65	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	1.5	$13M	-47%	536k	23.72	View chart
Microsoft Corporation (MSFT)	1.5	$12M	+8%	29k	420.72	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	1.4	$12M	NEW	877k	13.87	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.4	$11M	+10%	251k	45.56	View chart
Amazon (AMZN)	1.3	$11M		63k	180.38	View chart
Ishares Tr U.s. Real Es Etf (IYR)	1.3	$11M	+12%	122k	89.90	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.3	$11M	NEW	216k	50.74	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.2	$10M	-2%	141k	73.15	View chart
JPMorgan Chase & Co. (JPM)	1.2	$10M	+14%	51k	200.30	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	1.2	$10M		293k	34.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$9.2M	+24%	18k	523.08	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.1	$9.2M		30k	304.71	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$8.4M	+12%	109k	77.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$8.4M	+3%	200k	41.77	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.9	$7.6M	-2%	108k	70.88	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.8	$6.9M	+25%	143k	47.89	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.8	$6.6M	-11%	169k	38.88	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.8	$6.4M	NEW	127k	50.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$5.3M	+2%	13k	420.50	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.6	$5.2M	-65%	102k	51.36	View chart
Tesla Motors (TSLA)	0.6	$5.0M	-7%	29k	175.79	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$4.9M	+4%	34k	147.73	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$4.9M	+9%	74k	65.86	View chart
Select Sector Spdr Tr Energy (XLE)	0.6	$4.6M	-7%	49k	94.41	View chart
First Tr Exch Traded Fd Iii New York Muni (FMNY)	0.5	$4.5M	+12%	168k	26.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$4.4M	+4%	29k	150.93	View chart
Exxon Mobil Corporation (XOM)	0.5	$4.3M	+14%	37k	116.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$4.3M	+30%	9.8k	444.00	View chart
Eli Lilly & Co. (LLY)	0.5	$4.3M	+5%	5.6k	777.92	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.5	$4.2M		64k	65.91	View chart
Visa Com Cl A (V)	0.5	$4.2M	+6%	15k	279.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$4.1M	+7%	24k	169.37	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.5	$4.1M	NEW	88k	46.65	View chart
Globalstar (GSAT)	0.5	$3.9M	+15%	2.7M	1.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$3.8M	+16%	7.2k	525.71	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$3.8M	-19%	21k	179.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$3.7M	-5%	16k	228.59	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$3.6M	+8%	22k	162.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$3.5M	+5%	38k	92.72	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.4	$3.4M	+44%	126k	26.96	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$3.3M	+29%	26k	125.96	View chart
Trump Media & Technology Gro *w Exp 03/25/202 (DJTWW)	0.4	$3.3M	NEW	120k	27.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$3.2M	+37%	6.7k	480.68	View chart
Meta Platforms Cl A (META)	0.4	$3.1M	+3%	6.5k	485.59	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$2.9M	-5%	14k	208.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.9M	+3%	12k	249.85	View chart
Palo Alto Networks (PANW)	0.3	$2.9M	+5%	10k	284.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.9M	+19%	39k	74.22	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.3	$2.7M	NEW	98k	27.94	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$2.7M	+259%	12k	225.91	View chart
First Tr Inter Duration Pfd & Income (FPF)	0.3	$2.7M	NEW	150k	17.92	View chart
Pepsi (PEP)	0.3	$2.7M	+19%	15k	175.01	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$2.7M	+17%	16k	164.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.5M	+6%	16k	152.26	View chart
Walt Disney Company (DIS)	0.3	$2.4M	+18%	19k	122.36	View chart
Spotify Technology S A SHS (SPOT)	0.3	$2.4M	-49%	8.9k	263.90	View chart
UnitedHealth (UNH)	0.3	$2.4M	+14%	4.8k	494.65	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$2.3M	+33%	18k	131.37	View chart
NVIDIA Corporation (NVDA)	0.3	$2.3M	+9%	2.6k	903.68	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.3M	-4%	12k	186.81	View chart
Broadcom (AVGO)	0.3	$2.3M	-3%	1.7k	1325.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.3M	+13%	27k	84.44	View chart
Chevron Corporation (CVX)	0.3	$2.3M	+7%	14k	157.74	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$2.2M	-10%	25k	89.50	View chart
Lockheed Martin Corporation (LMT)	0.3	$2.2M	+12%	4.8k	454.90	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$2.2M		9.2k	235.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.0M	-9%	11k	191.88	View chart
Home Depot (HD)	0.2	$2.0M		5.2k	383.61	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.9M	+68%	3.7k	524.39	View chart
Johnson & Johnson (JNJ)	0.2	$1.9M	+3%	12k	158.19	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.9M	+9%	3.3k	581.25	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$1.9M	NEW	16k	115.81	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.9M	+4%	15k	123.18	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.2	$1.8M	NEW	1.5k	1219.35	View chart
Goldman Sachs (GS)	0.2	$1.8M	+26%	4.3k	417.68	View chart
Boeing Company (BA)	0.2	$1.8M	+17%	9.3k	192.99	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$1.8M	+17%	9.7k	183.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.7M	+21%	35k	50.17	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.2	$1.7M	+292%	1.5k	1193.74	View chart
Honeywell International (HON)	0.2	$1.7M	+6%	8.1k	205.24	View chart
Nike CL B (NKE)	0.2	$1.6M	+33%	18k	93.98	View chart
Hashicorp Com Cl A (HCP)	0.2	$1.6M	-24%	59k	26.95	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$1.6M	-2%	12k	137.22	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.6M	+5%	12k	135.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.6M	-4%	4.6k	337.06	View chart
Abbvie (ABBV)	0.2	$1.5M	+25%	8.3k	182.10	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$1.5M	+15%	14k	106.49	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$1.5M		1.6k	962.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.5M	+17%	5.7k	259.91	View chart
Bank of America Corporation (BAC)	0.2	$1.5M	-11%	39k	37.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.5M	+4%	7.2k	205.72	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.2	$1.4M	+2%	29k	49.65	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$1.4M	+6%	25k	57.38	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.2	$1.4M	-28%	14k	100.15	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$1.4M	+16%	23k	61.53	View chart
McDonald's Corporation (MCD)	0.2	$1.4M	+10%	4.9k	281.97	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$1.4M	+45%	27k	50.69	View chart
Kayne Anderson MLP Investment (KYN)	0.2	$1.3M	+20%	134k	10.01	View chart
Union Pacific Corporation (UNP)	0.2	$1.3M	+11%	5.3k	245.91	View chart
Super Micro Computer (SMCI)	0.2	$1.3M	-28%	1.3k	1010.03	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$1.3M	-9%	17k	76.36	View chart
First Tr Energy Infrastrctr (FIF)	0.2	$1.3M	+3%	70k	18.16	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$1.2M	+2%	32k	38.84	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.2M	-12%	19k	63.74	View chart
American Express Company (AXP)	0.1	$1.2M	+43%	5.3k	227.69	View chart
Caterpillar (CAT)	0.1	$1.2M	+3%	3.3k	366.49	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.2M	-5%	12k	102.39	View chart
Netflix (NFLX)	0.1	$1.2M	+8%	1.9k	607.33	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.1	$1.2M	+3%	77k	15.24	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.2M	-11%	10k	114.96	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.1M	-3%	2.9k	397.79	View chart
Enterprise Products Partners (EPD)	0.1	$1.1M	+14%	39k	29.18	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.1M	-17%	28k	41.08	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$1.1M		33k	33.73	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$1.1M		37k	29.78	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M	+250%	18k	60.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.0M	+16%	8.7k	120.99	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.0M	NEW	9.6k	107.60	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$988k		22k	44.40	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$950k	+81%	5.1k	187.35	View chart
Merck & Co (MRK)	0.1	$948k		7.2k	131.96	View chart
Microstrategy Cl A New (MSTR)	0.1	$924k	NEW	542.00	1704.56	View chart
Coca-Cola Company (KO)	0.1	$918k	-3%	15k	61.18	View chart
Morgan Stanley Com New (MS)	0.1	$917k	+8%	9.7k	94.16	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$908k	+37%	14k	65.65	View chart
Ishares Tr New York Mun Etf (NYF)	0.1	$904k	+17%	17k	53.81	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$901k	+5%	5.8k	155.91	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$893k	-23%	21k	42.12	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$885k	NEW	8.1k	108.92	View chart
Pfizer (PFE)	0.1	$877k	+20%	32k	27.75	View chart
Raytheon Technologies Corp (RTX)	0.1	$874k	-8%	9.0k	97.53	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$873k	-2%	13k	65.87	View chart
Lexington Realty Trust (LXP)	0.1	$863k	+7%	96k	9.02	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$849k		22k	39.53	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$842k	-87%	46k	18.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$840k		4.6k	182.63	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$837k	+43%	9.7k	86.48	View chart
Oracle Corporation (ORCL)	0.1	$831k	-6%	6.6k	125.60	View chart
Vaneck Etf Trust Inflation Alloca (RAAX)	0.1	$831k	+39%	31k	27.10	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$827k	+13%	13k	63.33	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$797k	-9%	27k	29.53	View chart
Fair Isaac Corporation (FICO)	0.1	$789k		631.00	1249.61	View chart
Procter & Gamble Company (PG)	0.1	$786k	+4%	4.8k	162.26	View chart
Costco Wholesale Corporation (COST)	0.1	$776k	+8%	1.1k	732.96	View chart
Starbucks Corporation (SBUX)	0.1	$747k	+64%	8.2k	91.39	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$740k	-46%	4.7k	158.80	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$735k	-56%	9.0k	81.78	View chart
Intuit (INTU)	0.1	$734k		1.1k	649.87	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$733k		6.4k	114.14	View chart
Ready Cap Corp Com reit (RC)	0.1	$715k	-27%	78k	9.13	View chart
Mastercard Incorporated Cl A (MA)	0.1	$698k		1.4k	481.51	View chart
Williams Companies (WMB)	0.1	$698k	+2%	18k	38.97	View chart
salesforce (CRM)	0.1	$661k	+3%	2.2k	301.18	View chart
Immunome (IMNM)	0.1	$636k		26k	24.68	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$636k		8.8k	72.36	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$628k	-47%	11k	58.06	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$612k	+4%	2.3k	260.67	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$607k	+6%	5.5k	110.12	View chart
Waste Management (WM)	0.1	$604k	+45%	2.8k	213.18	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$592k	NEW	6.4k	92.42	View chart
Sherwin-Williams Company (SHW)	0.1	$586k		1.7k	347.29	View chart
Deere & Company (DE)	0.1	$585k	+14%	1.4k	410.74	View chart
Axon Enterprise (AXON)	0.1	$584k	NEW	1.9k	312.88	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$580k	-10%	7.3k	79.86	View chart
International Game Technolog Shs Usd (IGT)	0.1	$568k		25k	22.59	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$566k	NEW	11k	52.46	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$556k	+7%	3.1k	180.46	View chart
Palantir Technologies Cl A (PLTR)	0.1	$553k	-23%	24k	23.01	View chart
Lowe's Companies (LOW)	0.1	$551k		2.2k	254.75	View chart
Nextera Energy (NEE)	0.1	$550k	-2%	8.6k	63.91	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.1	$546k	-17%	29k	18.93	View chart
International Business Machines (IBM)	0.1	$543k	-2%	2.8k	190.96	View chart
Consolidated Edison (ED)	0.1	$542k		6.0k	90.81	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$539k		14k	38.52	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$526k	+6%	4.0k	131.24	View chart
Cohen & Steers REIT/P (RNP)	0.1	$526k	+26%	25k	21.03	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$513k	NEW	9.8k	52.26	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$500k		16k	31.95	View chart
Cisco Systems (CSCO)	0.1	$499k	-5%	10k	49.91	View chart
Phillips 66 (PSX)	0.1	$495k		3.0k	163.35	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.1	$484k		14k	35.91	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$481k	NEW	6.7k	71.35	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$470k	-8%	8.8k	53.39	View chart
Nucor Corporation (NUE)	0.1	$469k		2.4k	197.94	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$458k	NEW	10k	45.15	View chart
Freeport-mcmoran CL B (FCX)	0.1	$457k	+4%	9.7k	47.02	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$449k	+80%	14k	31.15	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$446k		4.4k	100.81	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$446k	-7%	9.0k	49.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$435k	+6%	7.2k	60.30	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$421k	NEW	13k	31.99	View chart
Gabelli Equity Trust (GAB)	0.0	$420k	+16%	76k	5.52	View chart
Qualcomm (QCOM)	0.0	$415k	+2%	2.5k	169.33	View chart
TJX Companies (TJX)	0.0	$412k	+3%	4.1k	101.43	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$409k	+5%	3.5k	117.21	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.0	$409k	NEW	8.8k	46.48	View chart
Adobe Systems Incorporated (ADBE)	0.0	$402k	+17%	796.00	504.60	View chart
Texas Instruments Incorporated (TXN)	0.0	$401k		2.3k	174.21	View chart
General Electric Com New (GE)	0.0	$398k	+3%	2.3k	175.50	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$393k	NEW	12k	32.50	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.0	$393k	NEW	12k	33.73	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$385k	+11%	1.7k	224.99	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.0	$385k	NEW	8.7k	44.40	View chart
Thor Industries (THO)	0.0	$375k		3.2k	117.35	View chart
Uber Technologies (UBER)	0.0	$375k	NEW	4.9k	76.99	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$374k	-4%	18k	21.06	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$373k	-26%	4.5k	83.59	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$373k	+49%	12k	32.23	View chart
Abbott Laboratories (ABT)	0.0	$372k	+5%	3.3k	113.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$371k	+43%	1.8k	210.33	View chart
Enbridge (ENB)	0.0	$369k		10k	36.18	View chart
Trane Technologies SHS (TT)	0.0	$365k		1.2k	300.30	View chart
Target Corporation (TGT)	0.0	$364k	NEW	2.1k	177.23	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$362k	-5%	3.5k	103.78	View chart
EOG Resources (EOG)	0.0	$361k	-11%	2.8k	127.85	View chart
Prudential Financial (PRU)	0.0	$359k	-6%	3.1k	117.41	View chart
At&t (T)	0.0	$350k	-12%	20k	17.60	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$346k	-7%	7.6k	45.29	View chart
Servicenow (NOW)	0.0	$345k	-10%	452.00	762.40	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$343k		991.00	346.47	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$343k	NEW	5.4k	63.17	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$335k	NEW	4.0k	84.10	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$333k		4.8k	68.83	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$326k		2.6k	125.33	View chart
Emerson Electric (EMR)	0.0	$326k	+22%	2.9k	113.41	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.0	$322k	NEW	8.0k	40.29	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$319k	NEW	10k	31.62	View chart
PNC Financial Services (PNC)	0.0	$315k		2.0k	161.63	View chart
Lennar Corp Cl A (LEN)	0.0	$313k	NEW	1.8k	171.97	View chart
Franklin Bsp Rlty Tr Common Stock (FBRT)	0.0	$312k		23k	13.36	View chart
Lifemd (LFMD)	0.0	$311k	+108%	30k	10.28	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$310k	NEW	6.3k	48.89	View chart
Verizon Communications (VZ)	0.0	$304k	-12%	7.2k	41.96	View chart
Wells Fargo & Company (WFC)	0.0	$302k		5.2k	57.96	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$302k		4.3k	70.00	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$301k	NEW	2.7k	111.59	View chart
Citigroup Com New (C)	0.0	$300k	-6%	4.7k	63.24	View chart
Intuitive Surgical Com New (ISRG)	0.0	$298k	-13%	746.00	399.09	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.0	$297k	NEW	7.2k	41.08	View chart
Bristol Myers Squibb (BMY)	0.0	$297k	-14%	5.5k	54.23	View chart
Marriott Intl Cl A (MAR)	0.0	$294k		1.2k	252.35	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$294k	NEW	4.3k	68.13	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$289k	NEW	5.3k	54.24	View chart
Valero Energy Corporation (VLO)	0.0	$287k	-18%	1.7k	170.73	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$284k	+13%	3.1k	92.88	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$284k	-11%	5.2k	54.40	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$279k		2.9k	97.68	View chart
Vanguard World Health Car Etf (VHT)	0.0	$278k		1.0k	270.50	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$276k	NEW	2.0k	140.54	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$274k	NEW	5.7k	48.22	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$269k	-11%	11k	23.77	View chart
Cigna Corp (CI)	0.0	$268k	-4%	738.00	362.95	View chart
BlackRock (BLK)	0.0	$267k		321.00	832.47	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$266k	+32%	17k	15.73	View chart
Comcast Corp Cl A (CMCSA)	0.0	$263k	-8%	6.1k	43.35	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$262k	NEW	5.5k	47.87	View chart
Progress Software Corporation (PRGS)	0.0	$262k		4.9k	53.31	View chart
United Rentals (URI)	0.0	$261k	NEW	361.00	721.62	View chart
Marathon Petroleum Corp (MPC)	0.0	$260k	-45%	1.3k	201.52	View chart
Ishares Tr Esg Scrnd S&p Sm (XJR)	0.0	$259k	NEW	6.6k	39.17	View chart
Edwards Lifesciences (EW)	0.0	$256k	NEW	2.7k	95.56	View chart
Bk Nova Cad (BNS)	0.0	$255k		4.9k	51.78	View chart
Medtronic SHS (MDT)	0.0	$254k	-10%	2.9k	87.14	View chart
Novartis Sponsored Adr (NVS)	0.0	$253k		2.6k	96.72	View chart
Micron Technology (MU)	0.0	$250k	NEW	2.1k	117.88	View chart
Kinder Morgan (KMI)	0.0	$249k	-22%	14k	18.34	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$248k	-15%	13k	19.29	View chart
Advanced Micro Devices (AMD)	0.0	$245k	NEW	1.4k	180.49	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$243k	+2%	21k	11.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$241k	NEW	2.1k	115.30	View chart
AECOM Technology Corporation (ACM)	0.0	$239k	NEW	2.4k	98.09	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$234k	NEW	4.1k	56.39	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$233k		2.3k	101.42	View chart
CVS Caremark Corporation (CVS)	0.0	$233k	-80%	2.9k	79.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$231k	NEW	2.9k	80.62	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$230k	NEW	5.0k	45.59	View chart
Stonecastle Finl (BANX)	0.0	$229k	+8%	12k	18.99	View chart
Intel Corporation (INTC)	0.0	$228k	NEW	5.2k	44.17	View chart
Spdr Ser Tr S&p Bk Etf (KBE)	0.0	$228k	-22%	4.8k	47.10	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$226k	NEW	912.00	247.28	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$224k	-73%	9.1k	24.53	View chart
Coastal Finl Corp Wa Com New (CCB)	0.0	$223k	-19%	5.7k	38.87	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.0	$223k	NEW	2.8k	79.45	View chart
Pioneer Natural Resources (PXD)	0.0	$223k	-44%	849.00	262.50	View chart
Equinix (EQIX)	0.0	$222k	-7%	269.00	825.33	View chart
Wayfair Cl A (W)	0.0	$220k	NEW	3.2k	67.88	View chart
Block Cl A (SQ)	0.0	$220k	NEW	2.6k	84.58	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$217k	NEW	2.0k	109.18	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$212k	NEW	2.8k	75.98	View chart
Public Service Enterprise (PEG)	0.0	$210k	NEW	3.1k	66.79	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$209k	NEW	9.2k	22.77	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$209k	NEW	770.00	270.87	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$207k	NEW	3.1k	67.87	View chart
W.W. Grainger (GWW)	0.0	$205k	NEW	201.00	1017.30	View chart
Travelers Companies (TRV)	0.0	$202k	NEW	879.00	230.11	View chart
Applied Materials (AMAT)	0.0	$201k	NEW	973.00	206.13	View chart
Enovix Corp (ENVX)	0.0	$90k	NEW	11k	8.01	View chart
Lilium N V Class A Ord Shs (LILM)	0.0	$86k		90k	0.96	View chart
Castellum Com New (CTM)	0.0	$65k		250k	0.26	View chart
Checkpoint Therapeutics Com New (CKPT)	0.0	$62k	NEW	30k	2.05	View chart
Ginkgo Bioworks Holdings Cl A Shs (DNA)	0.0	$12k	-63%	10k	1.16	View chart
New York Cmnty Bancorp Call Call Option (Principal)	0.0	$11k	NEW	15k	0.70	View chart
Lilium N V *w Exp 09/14/202 (LILMW)	0.0	$3.5k		40k	0.09	View chart

Past Filings by Magnus Financial Group

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

Magnus Financial Group 2024 Q1 filed May 3, 2024
Magnus Financial Group 2023 Q3 filed Oct. 10, 2023
Magnus Financial Group 2023 Q2 filed July 19, 2023
Magnus Financial Group 2023 Q1 filed May 10, 2023
Magnus Financial Group 2022 Q4 filed Feb. 2, 2023
Magnus Financial Group 2022 Q3 filed Nov. 9, 2022
Magnus Financial Group 2022 Q2 filed Aug. 11, 2022
Magnus Financial Group 2022 Q1 filed May 12, 2022
Magnus Financial Group 2021 Q4 filed Feb. 10, 2022
Magnus Financial Group 2021 Q3 filed Nov. 12, 2021
Magnus Financial Group 2021 Q2 filed Aug. 6, 2021
Magnus Financial Group 2021 Q1 filed May 5, 2021
Magnus Financial Group 2020 Q4 filed Feb. 5, 2021
Magnus Financial Group 2020 Q3 filed Nov. 5, 2020
Magnus Financial Group 2020 Q2 filed Aug. 11, 2020
Magnus Financial Group 2020 Q1 filed May 11, 2020

View all past filings

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