Magnus Financial Group LLC Purchases in Q3 2024

Magnus Financial Group LLC

  • $971 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
178K
+ 44.6%
$54.98 - $59.51 $9.77M - $10.6M
576K $34.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
83.8K
+ 5.52%
$48.51 - $52.86 $4.07M - $4.43M
1.6M $84.7M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
105K
+ 48.59%
$50.15 - $51.27 $5.28M - $5.4M
322K $16.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
95.6K
+ 68.39%
$45.87 - $48.53 $4.38M - $4.64M
235K $11.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
26.2K
+ 3.75%
$57.32 - $62.65 $1.5M - $1.64M
725K $45.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.8K
+ 3.66%
$105.53 - $118.34 $1.14M - $1.27M
305K $35.7M
VUG
Vanguard Growth ETF

ETFs
7.91K
+ 6.6%
$341.08 - $391.94 $2.7M - $3.1M
128K $49M
AAPL
Apple Inc.

Technology
1.18K
+ 0.98%
$207.23 - $234.82 $245K - $278K
121K $28.3M
TPYP
Managed Portfolio Ser Tortoise

ETFs
19K
+ 2.36%
$28.68 - $32.0 $544K - $607K
824K $25.9M
IYR
Ishares Tr

ETFs
5.46K
+ 4.41%
$86.93 - $103.61 $474K - $566K
129K $13.2M
TSLA
Tesla, Inc.

Consumer Cyclical
2.54K
+ 12.23%
$191.76 - $263.26 $487K - $669K
23.3K $6.1M
XOM
Exxon Mobil Corp

Energy
15.3K
+ 37.77%
$109.72 - $119.0 $1.68M - $1.82M
55.8K $6.55M
FPE
First Tr Pfd Secs & Income ETF

ETFs
35K
+ 2.52%
$17.35 - $18.22 $607K - $638K
1.43M $25.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.87K
+ 27.3%
$162.83 - $179.16 $1.12M - $1.23M
32K $5.74M
UTG
Reaves Utility Income Fund

Financial Services
22.2K
+ 15.33%
$27.16 - $32.8 $602K - $727K
167K $5.47M
CGCP
Capital Group Core Plus Income

ETFs
58.3K
New
$22.12 - $23.31 $1.29M - $1.36M
58.3K $1.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.01K
+ 4.75%
$517.38 - $573.86 $523K - $580K
22.3K $12.8M
JPIE
J P Morgan Exchange Traded Fd
20.6K
+ 7.81%
$45.17 - $46.39 $931K - $956K
285K $13.2M
CVX
Chevron Corp

Energy
7.29K
+ 49.66%
$137.88 - $161.97 $1M - $1.18M
22K $3.23M
META
Meta Platforms, Inc.

Communication Services
519
+ 5.75%
$453.41 - $572.44 $235K - $297K
9.55K $5.47M
VB
Vanguard Small Cap ETF

ETFs
2.53K
+ 15.78%
$214.77 - $237.72 $544K - $602K
18.6K $4.41M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.49K
+ 37.35%
$114.73 - $120.23 $745K - $780K
23.9K $2.86M
XLF
Financial Sector Spdr

ETFs
16.2K
+ 61.78%
$40.84 - $45.74 $661K - $741K
42.4K $1.92M
CGDV
Capital Group Divid Value ETF

ETFs
15.7K
+ 25.63%
$32.96 - $36.48 $518K - $573K
77K $2.81M
JHMD
John Hancock ETF Tr Multifacto

ETFs
4.23K
+ 1.44%
$31.95 - $35.87 $135K - $152K
298K $10.5M
CGGR
Capital Group Growth ETF Shs C

ETFs
17.3K
+ 27.02%
$30.71 - $34.79 $530K - $601K
81.2K $2.82M
IEMG
Ishares Inc

ETFs
11.5K
+ 2.48%
$53.64 - $53.64 $615K - $615K
473K $25.4M
DGRO
Ishares Core Dividend Growth E

ETFs
9.27K
+ 76.38%
$57.47 - $62.76 $533K - $582K
21.4K $1.34M
FTGC
First Trust Global Tactical CO

ETFs
31.9K
+ 5.76%
$22.3 - $24.39 $711K - $777K
585K $13.9M
LMT
Lockheed Martin Corp

Industrials
57
+ 1.17%
$460.3 - $584.56 $26.2K - $33.3K
4.94K $2.89M
XLI
Industrial Sector Spdr

ETFs
1.44K
+ 4.87%
$120.56 - $135.44 $173K - $195K
30.9K $4.19M
XLV
Select Sector Spdr Fund Health

ETFs
1.94K
+ 5.72%
$143.3 - $157.24 $278K - $305K
35.8K $5.52M
HD
Home Depot, Inc.

Consumer Cyclical
606
+ 11.24%
$333.64 - $405.2 $202K - $246K
6K $2.43M
XLC
Select Sector Spdr Tr Communic

ETFs
5.96K
+ 160.16%
$82.16 - $90.4 $490K - $539K
9.68K $874K
AVDV
American Centy ETF Tr Avantis

ETFs
1.17K
+ 1.45%
$62.52 - $71.12 $73.4K - $83.5K
81.9K $5.79M
XLU
Utilities Sector Spdr

ETFs
4.04K
+ 24.51%
$67.67 - $80.78 $274K - $327K
20.5K $1.66M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.26K
+ 6.58%
$173.36 - $189.8 $218K - $239K
20.4K $3.87M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
561
+ 6.57%
$475.2 - $527.7 $267K - $296K
9.09K $4.8M
PAVE
Global X Fds Us Infrastructure

ETFs
11.9K
+ 129.22%
$36.39 - $41.16 $432K - $489K
21.1K $867K
XLP
Consumer Staples Sector Spdr

ETFs
6.8K
+ 38.64%
$76.04 - $76.04 $517K - $517K
24.4K $1.85M
SPYG
Spdr Portfolio

ETFs
1.14K
+ 0.81%
$73.38 - $84.1 $83.8K - $96K
143K $11.8M
UNH
Unitedhealth Group Inc

Healthcare
180
+ 3.72%
$488.01 - $604.18 $87.8K - $109K
5.01K $2.93M
VGT
Vanguard Information Technolog

ETFs
699
+ 16.79%
$514.43 - $606.85 $360K - $424K
4.86K $2.85M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
30.5K
+ 19.04%
$9.89 - $11.43 $301K - $348K
191K $2.09M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
7.01K
+ 132.85%
$53.15 - $59.61 $373K - $418K
12.3K $720K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
6.63K
+ 86.8%
$55.51 - $61.51 $368K - $408K
14.3K $869K
XLY
Select Sector Spdr Consumer Di

ETFs
1.29K
+ 13.4%
$170.05 - $200.86 $219K - $259K
10.9K $2.19M
MBB
Ishares Tr

ETFs
3.9K
+ 54.65%
$90.85 - $96.66 $355K - $377K
11K $1.06M
IBB
Ishares Biotechnology ETF

ETFs
2.14K
+ 19.92%
$135.09 - $149.47 $289K - $319K
12.9K $1.87M
Activity Summary
Buys All Purchases 237 New Holdings 34 Increased Positions 203 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 1 Puts 1
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