Magnus Financial Group LLC Incresed Positions in Q1 2025

Magnus Financial Group LLC

  • $998 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
UNH
Unitedhealth Group Inc

Healthcare
73
+ 1.47%
$461.52 - $548.18 $33.7K - $40K
5.05K $2.64M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.23K
+ 45.28%
$95.85 - $99.25 $118K - $122K
3.94K $389K
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
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
DE
Deere & CO

Industrials
33
+ 2.78%
$408.57 - $509.27 $13.5K - $16.8K
1.22K $572K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
366
+ 2.8%
$59.28 - $66.1 $21.7K - $24.2K
13.5K $865K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.03K
+ 32.61%
$22.25 - $23.0 $67.3K - $69.6K
12.3K $282K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
370
+ 3.35%
$68.32 - $75.06 $25.3K - $27.8K
11.4K $842K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
7K
+ 53.85%
$9.49 - $9.97 $66.4K - $69.8K
20K $192K
SBUX
Starbucks Corp

Consumer Cyclical
87
+ 1.17%
$91.75 - $115.81 $7.98K - $10.1K
7.51K $733K
UNP
Union Pacific Corp

Industrials
39
+ 0.72%
$225.21 - $254.42 $8.78K - $9.92K
5.47K $1.29M
GLW
Corning Inc

Technology
1.38K
+ 21.27%
$44.91 - $54.25 $61.8K - $74.7K
7.85K $359K
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 0.28%
$211.3 - $272.83 $634 - $818
1.07K $284K
PAA
Plains All American Pipeline LP

Energy
553
+ 4.47%
$17.32 - $20.96 $9.58K - $11.6K
12.9K $258K
KBE
Spdr S&P Bank ETF

ETFs
1.12K
+ 21.74%
$51.28 - $59.92 $57.6K - $67.3K
6.29K $330K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
646
+ 20.59%
$212.17 - $267.17 $137K - $173K
3.78K $802K
AEP
American Electric Power CO Inc

Utilities
13
+ 0.59%
$90.32 - $109.27 $1.17K - $1.42K
2.22K $242K
CI
Cigna Corp

Healthcare
1
+ 0.14%
$274.49 - $329.0 $274 - $329
738 $242K
NVS
Novartis Ag

Healthcare
4
+ 0.15%
$97.14 - $115.57 $389 - $462
2.65K $295K
PSX
Phillips 66

Energy
70
+ 2.39%
$113.93 - $131.55 $7.98K - $9.21K
3K $370K
HYD
Vaneck High Yield Muni ETF

ETFs
988
+ 6.3%
$50.79 - $52.53 $50.2K - $51.9K
16.7K $850K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
44
+ 0.41%
$63.91 - $70.19 $2.81K - $3.09K
10.7K $724K
MDT
Medtronic PLC

Healthcare
14
+ 0.41%
$79.84 - $94.5 $1.12K - $1.32K
3.45K $309K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.07K
+ 4.76%
$27.01 - $28.54 $29K - $30.7K
23.6K $651K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
2.46K
+ 7.48%
$15.17 - $16.24 $37.4K - $40K
35.4K $542K
IYG
Ishares Tr

ETFs
399
+ 15.14%
$74.6 - $84.81 $29.8K - $33.8K
3.04K $235K
IWD
Ishares Russell 1000 Val ETF

ETFs
39
+ 0.2%
$182.82 - $196.21 $7.13K - $7.65K
19.8K $3.68M
PAYX
Paychex Inc

Industrials
9
+ 0.48%
$136.06 - $154.52 $1.22K - $1.39K
1.88K $289K
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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