Magnus Financial Group LLC
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
381
- Value ($000)
$1,139,841
- Date Filed07/16/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $92.67M | 8 % | 1,770,576 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $57.66M | 5 % | 131,523 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $49.16M | 4 % | 792,654 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $33.34M | 3 % | 305,034 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $31.73M | 3 % | 528,628 | ||
TORTOISE CAPITAL SERIES TRUS | NORTH AMERN PIPE | 890930308 | $30.78M | 3 % | 861,349 | ||
FPE FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | $30.10M | 3 % | 1,690,797 | ||
AAPL APPLE INC | COM | 037833100 | $28.46M | 3 % | 138,694 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $24.52M | 2 % | 450,808 | ||
IYF ISHARES TR | U.S. FINLS ETF | 464287788 | $23.90M | 2 % | 197,514 |
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