Magnus Financial Group LLC Purchases in Q1 2025

Magnus Financial Group LLC

  • $998 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EQT
Eqt Corp

Energy
4.99K
New
$46.16 - $54.25 $230K - $271K
4.99K $266K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.64K
New
$157.71 - $180.77 $258K - $296K
1.64K $264K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.28K
New
$107.24 - $116.37 $245K - $265K
2.28K $263K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.28K
+ 26.05%
$360.07 - $417.26 $459K - $532K
6.17K $2.22M
IYM
Ishares Tr

ETFs
1.87K
New
$128.53 - $142.03 $240K - $265K
1.87K $250K
IAU
Ishares Gold Trust

ETFs
4.13K
New
$49.74 - $58.96 $206K - $244K
4.13K $243K
MPLX
Mplx LP

Energy
4.39K
New
$47.88 - $54.65 $210K - $240K
4.39K $234K
ABBV
Abb Vie Inc.

Healthcare
104
+ 1.61%
$169.2 - $216.66 $17.6K - $22.5K
6.58K $1.38M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.32K
New
$142.8 - $176.36 $188K - $233K
1.32K $227K
IEF
Ishares Barclays

ETFs
2.28K
+ 76.93%
$91.17 - $95.39 $208K - $217K
5.24K $498K
MCK
Mckesson Corp

Healthcare
323
New
$566.21 - $672.99 $183K - $217K
323 $217K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.24K
New
$22.46 - $23.26 $208K - $215K
9.24K $213K
SCHW
Schwab Charles Corp

Financial Services
2.7K
New
$71.24 - $83.64 $192K - $226K
2.7K $211K
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.6K
New
$45.72 - $51.73 $210K - $238K
4.6K $210K
TPR
Tapestry, Inc.

Consumer Cyclical
2.92K
New
$65.63 - $89.21 $192K - $260K
2.92K $205K
ADP
Automatic Data Processing Inc

Industrials
663
New
$286.85 - $318.64 $190K - $211K
663 $202K
VEA
Vanguard Ftse Developed Market

ETFs
1.25K
+ 3.51%
$47.4 - $52.99 $59.4K - $66.4K
37K $1.89M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.15K
+ 0.32%
$13.05 - $13.97 $15K - $16K
363K $4.88M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
6.78K
+ 5.14%
$17.95 - $18.89 $122K - $128K
139K $2.55M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.37K
+ 13.68%
$34.58 - $45.76 $47.2K - $62.5K
11.4K $517K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.4K
+ 1.53%
$49.69 - $50.76 $268K - $274K
357K $17.8M
T
At&T Inc.

Communication Services
1.06K
+ 4.02%
$21.56 - $28.28 $22.8K - $29.9K
27.3K $773K
EPD
Enterprise Products Partners L.P.

Energy
826
+ 1.62%
$31.75 - $34.14 $26.2K - $28.2K
51.7K $1.76M
KWEB
Kraneshares Tr Csi China Inter

ETFs
2.76K
+ 22.84%
$27.29 - $38.29 $75.2K - $106K
14.8K $519K
WM
Waste Management Inc

Industrials
118
+ 2.59%
$200.54 - $233.78 $23.7K - $27.6K
4.67K $1.08M
RAAX
Vaneck ETF Trust Inflation All

ETFs
2.92K
+ 7.95%
$28.3 - $30.35 $82.5K - $88.5K
39.6K $1.2M
AMGN
Amgen Inc

Healthcare
327
+ 37.03%
$258.59 - $327.36 $84.6K - $107K
1.21K $376K
EEM
Ishares Msci Emerging Markets

ETFs
2K
+ 7.13%
$40.81 - $45.34 $81.7K - $90.8K
30.1K $1.32M
BXSL
Blackstone Secured Lending Fund

Financial Services
3.75K
+ 14.46%
$31.3 - $34.5 $118K - $130K
29.7K $978K
OEF
Ishares S&P 100 ETF

ETFs
508
+ 30.71%
N/A
2.16K $575K
URTH
Ishares Msci World ETF

ETFs
907
+ 43.52%
$151.24 - $164.09 $137K - $149K
2.99K $457K
COST
Costco Wholesale Corp

Consumer Defensive
96
+ 7.15%
$890.62 - $1076.86 $85.5K - $103K
1.44K $1.36M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.36K
+ 48.21%
$85.29 - $92.57 $116K - $126K
4.19K $377K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.23K
+ 45.28%
$95.85 - $99.25 $118K - $122K
3.94K $389K
UNH
Unitedhealth Group Inc

Healthcare
73
+ 1.47%
$461.52 - $548.18 $33.7K - $40K
5.05K $2.64M
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.22%
$279.74 - $321.29 $3.36K - $3.86K
5.37K $1.68M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
2.74K
+ 18.2%
$60.05 - $72.21 $164K - $198K
17.8K $1.1M
MFG
Mizuho Financial Group Inc

Financial Services
18.5K
New
$4.83 - $6.04 $89.5K - $112K
18.5K $102K
UBER
Uber Technologies, Inc

Technology
445
+ 8.11%
$63.17 - $81.49 $28.1K - $36.3K
5.93K $432K
VTV
Vanguard Value ETF

ETFs
402
+ 1.92%
$167.73 - $179.21 $67.4K - $72K
21.3K $3.64M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
8.33K
+ 40.95%
$11.8 - $13.3 $98.3K - $111K
28.7K $347K
LQD
Ishares Iboxx $ Investment Gra

ETFs
748
+ 6.89%
$105.1 - $109.61 $78.6K - $82K
11.6K $1.26M
CGCP
Capital Group Core Plus Income

ETFs
3.7K
+ 5.81%
$21.94 - $22.64 $81.2K - $83.8K
67.4K $1.51M
LXP
Lxp Industrial Trust

Real Estate
3.24K
+ 3.07%
$7.72 - $9.22 $25K - $29.8K
109K $950K
ABT
Abbott Laboratories

Healthcare
8
+ 0.2%
$111.1 - $140.22 $889 - $1.12K
4.04K $536K
VNQ
Vanguard Specialized Funds Van

ETFs
761
+ 5.92%
$85.55 - $94.34 $65.1K - $71.8K
13.6K $1.22M
URI
United Rentals, Inc.

Industrials
166
+ 42.78%
$594.17 - $789.56 $98.6K - $131K
554 $347K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
366
+ 2.8%
$59.28 - $66.1 $21.7K - $24.2K
13.5K $865K
DE
Deere & CO

Industrials
33
+ 2.78%
$408.57 - $509.27 $13.5K - $16.8K
1.22K $572K
Activity Summary
Buys All Purchases 219 New Holdings 27 Increased Positions 192 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 4 Puts 0
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