Magnus Financial Group LLC
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
366
- Value ($000)
$1,033,050
- Date Filed04/11/2025
- Form type13F-HR
- CIK0001765216
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $88.06M | 9 % | 1,724,275 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $48.37M | 5 % | 130,451 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $45.19M | 4 % | 774,389 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $33.22M | 3 % | 581,397 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $32.01M | 3 % | 306,106 | ||
AAPL APPLE INC | COM | 037833100 | $30.90M | 3 % | 139,120 | ||
TPYP MANAGED PORTFOLIO SERIES | TORTOISE NRAM PI | 56167N720 | $30.89M | 3 % | 849,398 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $27.36M | 3 % | 506,912 | ||
FPE FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | $26.84M | 3 % | 1,525,910 | ||
IYF ISHARES TR | U.S. FINLS ETF | 464287788 | $22.07M | 2 % | 195,534 |
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