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
JCI
Johnson Controls International PLC

Industrials
2.71K
New
$65.52 - $77.61 $178K - $210K
2.71K $210K
CALX
Calix, Inc

Technology
5.43K
New
$33.63 - $41.13 $183K - $223K
5.43K $210K
CAT
Caterpillar Inc

Industrials
76
+ 2.47%
$316.8 - $391.12 $24.1K - $29.7K
3.16K $1.23M
GWW
W.W. Grainger, Inc.

Industrials
201
New
$896.19 - $1044.18 $180K - $210K
201 $208K
IXUS
Ishares Tr

ETFs
2.85K
New
$64.9 - $73.35 $185K - $209K
2.85K $207K
NYF
Ishares New York Muni Bond ETF

ETFs
3.5K
+ 20.91%
$53.13 - $54.36 $186K - $190K
20.3K $1.1M
PAA
Plains All American Pipeline LP

Energy
11.9K
New
$17.0 - $19.03 $202K - $226K
11.9K $206K
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.25K
+ 2.26%
$51.0 - $52.05 $115K - $117K
102K $5.28M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.88K
New
$100.75 - $111.62 $189K - $209K
1.88K $205K
AVAV
Aero Vironment Inc

Industrials
850
+ 47.67%
$164.14 - $204.5 $140K - $174K
2.63K $527K
RTX
Raytheon Technologies Corp

Industrials
53
+ 0.57%
$99.55 - $123.34 $5.28K - $6.54K
9.41K $1.14M
BKR
Baker Hughes CO

Energy
5.56K
New
$32.92 - $38.72 $183K - $215K
5.56K $200K
APD
Air Products & Chemicals, Inc.

Basic Materials
672
New
$247.34 - $300.11 $166K - $202K
672 $200K
WM
Waste Management Inc

Industrials
1.03K
+ 32.45%
$196.96 - $223.45 $204K - $231K
4.22K $876K
HYD
Vaneck High Yield Muni ETF

ETFs
3.21K
+ 20.76%
$51.46 - $53.07 $165K - $170K
18.7K $990K
PFE
Pfizer Inc

Healthcare
5.32K
+ 13.73%
$27.7 - $31.39 $147K - $167K
44.1K $1.28M
NEE
Nextera Energy Inc

Utilities
836
+ 9.76%
$69.9 - $84.97 $58.4K - $71K
9.41K $795K
COST
Costco Wholesale Corp

Consumer Defensive
156
+ 14.22%
$801.83 - $917.05 $125K - $143K
1.25K $1.11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.45K
+ 24.99%
$77.02 - $85.06 $112K - $124K
7.27K $614K
F
Ford Motor CO

Consumer Cyclical
15.1K
New
$9.71 - $14.55 $147K - $220K
15.1K $159K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
2.96K
+ 24.5%
$39.71 - $44.22 $118K - $131K
15.1K $665K
XJR
Ishares Tresg Screened S&P Sma

ETFs
2.82K
+ 28.78%
$37.45 - $42.19 $106K - $119K
12.6K $527K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.06K
+ 8.0%
$60.13 - $68.17 $63.6K - $72.1K
14.3K $966K
PANW
Palo Alto Networks Inc

Technology
358
+ 3.39%
$294.18 - $368.01 $105K - $132K
10.9K $3.73M
SHW
Sherwin Williams CO

Basic Materials
3
+ 0.17%
$294.65 - $384.0 $884 - $1.15K
1.79K $684K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.23K
+ 21.99%
$33.89 - $41.64 $75.4K - $92.6K
12.3K $491K
IWN
Ishares Russell2000 Val ETF

ETFs
453
+ 9.93%
$150.05 - $171.34 $68K - $77.6K
5.01K $836K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.52K
+ 23.34%
$64.83 - $72.82 $98.3K - $110K
8.01K $577K
IBM
International Business Machines Corp

Technology
9
+ 0.32%
$175.1 - $223.38 $1.58K - $2.01K
2.81K $622K
PNC
Pnc Financial Services Group, Inc.

Financial Services
393
+ 20.13%
$156.14 - $187.2 $61.4K - $73.6K
2.35K $433K
VZ
Verizon Communications Inc

Communication Services
2.3K
+ 31.62%
$38.89 - $45.0 $89.4K - $104K
9.57K $429K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.52K
+ 26.03%
$45.6 - $46.83 $115K - $118K
12.2K $570K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.97K
+ 17.41%
$44.24 - $49.47 $87.2K - $97.6K
13.3K $658K
MUB
Ishares National Muni Bond ETF

ETFs
1.01K
+ 12.44%
$106.13 - $108.7 $107K - $110K
9.15K $993K
LXP
Lxp Industrial Trust

Real Estate
3.43K
+ 3.46%
$9.14 - $10.46 $31.3K - $35.9K
102K $1.03M
VFH
Vanguard Financial ETF

ETFs
104
+ 0.91%
$99.27 - $111.21 $10.3K - $11.6K
11.5K $1.26M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.93K
+ 53.58%
$56.04 - $62.99 $108K - $122K
5.53K $338K
MSTR
Microstrategy Inc

Technology
3.67K
+ 895.12%
$114.3 - $1800.09 $419K - $6.61M
4.08K $687K
VOE
Vanguard Mid Cap Value Index F

ETFs
140
+ 2.42%
$149.02 - $167.67 $20.9K - $23.5K
5.92K $992K
RAAX
Vaneck ETF Trust Inflation All

ETFs
2.2K
+ 6.47%
$26.9 - $29.21 $59.1K - $64.1K
36.1K $1.05M
OEF
Ishares S&P 100 ETF

ETFs
424
+ 35.22%
$266.03 - $266.03 $113K - $113K
1.63K $433K
UNP
Union Pacific Corp

Industrials
24
+ 0.45%
$221.78 - $256.09 $5.32K - $6.15K
5.41K $1.33M
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.18%
$213.3 - $270.78 $853 - $1.08K
2.17K $588K
AGNC
Agnc Investment Corp.

Real Estate
10.7K
New
$9.48 - $10.66 $101K - $114K
10.7K $111K
VTI
Vanguard Total Stock Market Et

ETFs
59
+ 1.03%
$255.18 - $283.2 $15.1K - $16.7K
5.81K $1.65M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
217
+ 2.65%
$117.9 - $128.2 $25.6K - $27.8K
8.39K $1.08M
FMNY
First Tr Exch Trad Fd Iii New
631
+ 0.39%
$26.63 - $27.39 $16.8K - $17.3K
162K $4.42M
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.34K
+ 36.66%
$32.17 - $35.98 $75.3K - $84.3K
8.73K $305K
LQD
Ishares Iboxx $ Investment Gra

ETFs
318
+ 3.26%
$106.11 - $113.72 $33.7K - $36.2K
10.1K $1.14M
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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