Magnus Financial Group LLC Purchases in Q4 2024

Magnus Financial Group LLC

  • $1.01 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
2.73K
+ 2.14%
$378.79 - $428.11 $1.03M - $1.17M
130K $53.6M
AAPL
Apple Inc.

Technology
8.59K
+ 7.07%
$221.69 - $259.02 $1.9M - $2.22M
130K $32.6M
AMZN
Amazon Com Inc

Consumer Cyclical
6.48K
+ 10.12%
$180.88 - $232.93 $1.17M - $1.51M
70.5K $15.5M
GOOG
Alphabet Inc.

Communication Services
14.4K
+ 81.97%
$163.08 - $198.16 $2.34M - $2.84M
31.9K $6.07M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.83K
+ 53.16%
$521.84 - $558.82 $2.52M - $2.7M
13.9K $7.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
31.5K
+ 613.46%
$81.68 - $82.93 $2.58M - $2.62M
36.7K $3.01M
JPM
Jpmorgan Chase & CO

Financial Services
4.72K
+ 9.57%
$205.18 - $250.29 $969K - $1.18M
54.1K $13M
TPYP
Managed Portfolio Ser Tortoise

ETFs
9.08K
+ 1.1%
$31.7 - $36.82 $288K - $334K
833K $28.4M
GOOGL
Alphabet Inc.

Communication Services
7.51K
+ 23.15%
$161.86 - $196.66 $1.22M - $1.48M
40K $7.56M
JCPB
J P Morgan Exchange Traded Fd

ETFs
53.9K
+ 22.91%
$46.07 - $48.17 $2.48M - $2.6M
289K $13.3M
JBBB
Janus Detroit Str Tr Henderson

ETFs
27.2K
+ 115.47%
$48.59 - $49.45 $1.32M - $1.34M
50.7K $2.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19.2K
+ 2.65%
$61.68 - $67.87 $1.19M - $1.3M
745K $46.4M
AVGO
Broadcom Inc.

Technology
234
+ 1.29%
$159.67 - $250.0 $37.4K - $58.5K
18.4K $4.27M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
29.7K
+ 9.23%
$50.02 - $51.24 $1.49M - $1.52M
352K $17.6M
PLTR
Palantir Technologies Inc.

Technology
915
+ 3.38%
$36.46 - $82.38 $33.4K - $75.4K
28K $2.12M
IEMG
Ishares Inc

ETFs
19.1K
+ 4.03%
N/A
492K $26.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.16K
+ 5.19%
$567.81 - $607.81 $657K - $703K
23.4K $13.7M
NVDA
Nvidia Corp

Technology
3.65K
+ 10.85%
$117.0 - $148.88 $427K - $543K
37.3K $5M
XLF
Financial Sector Spdr

ETFs
15.5K
+ 36.55%
$44.89 - $51.34 $696K - $796K
57.9K $2.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.31K
+ 67.88%
$501.29 - $612.85 $1.16M - $1.41M
5.7K $2.97M
SPYG
Spdr Portfolio

ETFs
1.7K
+ 1.19%
$81.74 - $91.38 $139K - $155K
144K $12.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12.9K
+ 29.1%
$53.94 - $58.15 $694K - $748K
57.1K $3.22M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.36K
+ 23.37%
$176.42 - $186.91 $768K - $814K
23K $4.1M
V
Visa Inc.

Financial Services
363
+ 2.36%
$273.87 - $320.91 $99.4K - $116K
15.7K $4.97M
ARCC
Ares Capital Corp

Financial Services
30.7K
New
$20.74 - $22.27 $636K - $683K
30.7K $671K
AXON
Axon Enterprise, Inc.

Industrials
304
+ 13.33%
$399.22 - $689.78 $121K - $210K
2.58K $1.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
722
+ 6.68%
$481.22 - $538.17 $347K - $389K
11.5K $5.9M
VBR
Vanguard Small Cap Value ETF

ETFs
3.26K
+ 30.68%
$197.36 - $217.3 $643K - $708K
13.9K $2.75M
IVV
Ishares Core S&P 500 ETF

ETFs
774
+ 9.87%
$570.51 - $610.59 $442K - $473K
8.62K $5.07M
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
33K
New
$15.03 - $16.21 $495K - $534K
33K $508K
BX
Blackstone Inc.

Financial Services
767
+ 4.16%
$148.45 - $199.05 $114K - $153K
19.2K $3.31M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.96K
+ 9.44%
$94.43 - $105.47 $280K - $313K
34.4K $3.49M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
79
+ 0.36%
$340.59 - $380.5 $26.9K - $30.1K
21.8K $7.98M
XLK
Technology Sector Spdr

ETFs
1.59K
+ 10.55%
$220.26 - $241.44 $350K - $383K
16.6K $3.87M
XLY
Select Sector Spdr Consumer Di

ETFs
904
+ 8.29%
$194.8 - $239.43 $176K - $216K
11.8K $2.65M
JPIE
J P Morgan Exchange Traded Fd
14.9K
+ 5.23%
$45.59 - $46.25 $678K - $688K
299K $13.7M
FPE
First Tr Pfd Secs & Income ETF

ETFs
57.2K
+ 4.01%
$17.65 - $18.18 $1.01M - $1.04M
1.48M $26.2M
MS
Morgan Stanley

Financial Services
1.53K
+ 13.39%
$104.42 - $134.99 $160K - $207K
13K $1.63M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
62.3K
+ 3.89%
$51.09 - $55.27 $3.18M - $3.45M
1.66M $85.1M
PM
Philip Morris International Inc.

Consumer Defensive
3.55K
New
$118.38 - $133.06 $420K - $472K
3.55K $427K
WMB
Williams Companies, Inc.

Energy
5.02K
+ 29.74%
$46.37 - $59.74 $233K - $300K
21.9K $1.18M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
4.84K
+ 2.54%
$11.18 - $13.68 $54.1K - $66.2K
195K $2.48M
DIS
Walt Disney CO

Communication Services
745
+ 3.72%
$92.39 - $117.6 $68.8K - $87.6K
20.8K $2.32M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.23K
+ 4.02%
$50.62 - $50.97 $417K - $419K
213K $10.8M
META
Meta Platforms, Inc.

Communication Services
354
+ 3.71%
$554.08 - $632.68 $196K - $224K
9.9K $5.84M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.61K
+ 63.56%
$49.79 - $51.14 $379K - $389K
19.6K $982K
IVE
Ishares S&P 500 Value ETF

ETFs
2.35K
+ 18.94%
$189.5 - $206.17 $446K - $485K
14.8K $2.82M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.52K
+ 5.57%
$34.49 - $39.24 $156K - $177K
85.7K $3.18M
USXF
Ishares Esg Advanced Msci Usa

Technology
6.91K
+ 33.72%
$48.45 - $52.57 $335K - $363K
27.4K $1.36M
Activity Summary
Buys All Purchases 247 New Holdings 42 Increased Positions 205 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 5 Puts 0
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