Magnus Financial Group LLC Incresed Positions in Q3 2025

Magnus Financial Group LLC

  • $1.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
9
+ 0.15%
$303.93 - $329.86 $2.74K - $2.97K
6.03K $1.98M
URI
United Rentals, Inc.

Industrials
25
+ 4.31%
$774.14 - $975.23 $19.4K - $24.4K
605 $577K
CGCP
Capital Group Core Plus Income

ETFs
5.2K
+ 7.01%
$22.27 - $22.95 $116K - $119K
79.4K $1.8M
KWEB
Kraneshares Tr Csi China Inter

ETFs
218
+ 1.42%
$33.63 - $42.59 $7.33K - $9.28K
15.5K $652K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
26
+ 0.08%
$40.04 - $45.11 $1.04K - $1.17K
32.1K $1.42M
LEN
Lennar Corp

Consumer Cyclical
688
+ 28.39%
$107.73 - $142.4 $74.1K - $98K
3.11K $392K
LXP
Lxp Industrial Trust

Real Estate
3.95K
+ 3.51%
$7.75 - $9.34 $30.6K - $36.9K
116K $1.04M
LOW
Lowes Companies Inc

Consumer Cyclical
183
+ 8.55%
$215.01 - $273.02 $39.3K - $50K
2.32K $583K
TJX
Tjx Companies Inc

Consumer Cyclical
77
+ 1.76%
$121.35 - $144.54 $9.34K - $11.1K
4.45K $643K
MRK
Merck & Co., Inc.

Healthcare
821
+ 11.8%
$77.6 - $87.37 $63.7K - $71.7K
7.78K $652K
MU
Micron Technology Inc

Technology
71
+ 3.62%
$104.88 - $168.89 $7.45K - $12K
2.03K $340K
JHMM
John Hancock Multifactor Mid C

ETFs
112
+ 0.44%
$61.22 - $65.26 $6.86K - $7.31K
25.5K $1.65M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
702
+ 2.39%
$117.65 - $120.08 $82.6K - $84.3K
30.1K $3.6M
USXF
Ishares Esg Advanced Msci Usa

Technology
19
+ 0.07%
$53.69 - $57.31 $1.02K - $1.09K
27.8K $1.59M
KBE
Spdr S&P Bank ETF

ETFs
1.15K
+ 17.48%
$55.26 - $61.99 $63.8K - $71.5K
7.76K $460K
JEPI
J P Morgan Exchange Traded Fd

ETFs
445
+ 0.17%
$55.61 - $57.37 $24.7K - $25.5K
263K $15M
IWN
Ishares Russell2000 Val ETF

ETFs
66
+ 1.6%
$157.1 - $178.94 $10.4K - $11.8K
4.19K $739K
EQT
Eqt Corp

Energy
2K
+ 40.09%
$49.19 - $59.19 $98.5K - $118K
7K $380K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
12.9K
+ 5.89%
$12.11 - $12.64 $156K - $163K
232K $2.87M
MCD
Mcdonalds Corp

Consumer Cyclical
65
+ 1.24%
$291.67 - $316.99 $19K - $20.6K
5.33K $1.62M
DSI
Ishares Msci Kld 400 Social Et

ETFs
271
+ 5.64%
$115.96 - $125.95 $31.4K - $34.1K
5.08K $639K
LLY
Eli Lilly & CO

Healthcare
244
+ 3.82%
$625.65 - $812.69 $153K - $198K
6.63K $5.06M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
862
+ 10.65%
$28.71 - $37.46 $24.7K - $32.3K
8.96K $317K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
966
+ 8.12%
$72.01 - $74.44 $69.6K - $71.9K
12.9K $945K
MUB
Ishares National Muni Bond ETF

ETFs
608
+ 9.08%
$103.24 - $106.68 $62.8K - $64.9K
7.31K $778K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
48
+ 0.25%
$47.64 - $51.71 $2.29K - $2.48K
19.6K $1.01M
TPR
Tapestry, Inc.

Consumer Cyclical
10
+ 0.34%
$86.48 - $116.14 $865 - $1.16K
2.94K $333K
AXP
American Express CO

Financial Services
49
+ 1.08%
$294.27 - $342.31 $14.4K - $16.8K
4.6K $1.53M
NEE
Nextera Energy Inc

Utilities
330
+ 4.16%
$69.77 - $77.54 $23K - $25.6K
8.25K $623K
UNP
Union Pacific Corp

Industrials
147
+ 2.58%
$214.91 - $237.16 $31.6K - $34.9K
5.84K $1.38M
ITA
Ishares Tr

ETFs
176
+ 10.96%
$184.73 - $209.26 $32.5K - $36.8K
1.78K $372K
AMGN
Amgen Inc

Healthcare
226
+ 15.55%
$271.18 - $309.22 $61.3K - $69.9K
1.68K $473K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
158
+ 1.14%
$72.04 - $77.35 $11.4K - $12.2K
14K $1.07M
VOE
Vanguard Mid Cap Value Index F

ETFs
21
+ 0.34%
$164.63 - $174.58 $3.46K - $3.67K
6.12K $1.07M
PSX
Phillips 66

Energy
77
+ 2.5%
$118.37 - $139.46 $9.11K - $10.7K
3.16K $429K
PGF
Invesco Exchange Traded Fd Tr

ETFs
1.29K
+ 1.57%
$14.11 - $14.94 $18.3K - $19.3K
83.8K $1.23M
BNS
Bank Of Nova Scotia

Financial Services
3
+ 0.05%
$54.5 - $64.93 $164 - $195
6.41K $414K
NOC
Northrop Grumman Corp

Industrials
4
+ 0.83%
$498.9 - $609.32 $2K - $2.44K
486 $296K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.05%
$214.92 - $244.84 $215 - $245
1.93K $467K
THO
Thor Industries Inc

Consumer Cyclical
18
+ 0.55%
$88.76 - $112.33 $1.6K - $2.02K
3.3K $342K
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.12%
$276.51 - $305.12 $830 - $915
2.41K $717K
OEF
Ishares S&P 100 ETF

ETFs
191
+ 8.2%
N/A
2.52K $670K
MO
Altria Group, Inc.

Consumer Defensive
88
+ 1.47%
$57.75 - $67.68 $5.08K - $5.96K
6.07K $400K
XJR
Ishares Tresg Screened S&P Sma

ETFs
56
+ 0.36%
$39.17 - $43.37 $2.19K - $2.43K
15.4K $656K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.03%
$185.88 - $207.44 $186 - $207
3.13K $628K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
44
+ 0.27%
$36.04 - $38.78 $1.59K - $1.71K
16.1K $619K
VZ
Verizon Communications Inc

Communication Services
912
+ 12.53%
$40.84 - $45.06 $37.2K - $41.1K
8.19K $359K
AGNC
Agnc Investment Corp.

Real Estate
2.32K
+ 7.22%
$9.2 - $10.37 $21.4K - $24.1K
34.5K $337K
SBUX
Starbucks Corp

Consumer Cyclical
1.08K
+ 14.01%
$81.9 - $96.86 $88.2K - $104K
8.76K $741K
Activity Summary
Buys All Purchases 262 New Holdings 36 Increased Positions 226 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 3 Puts 0
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