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
GS
Goldman Sachs Group Inc

Financial Services
144
+ 3.79%
$524.81 - $672.19 $75.6K - $96.8K
3.94K $2.15M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
197
+ 1.25%
$32.42 - $36.13 $6.39K - $7.12K
16K $523K
PEP
Pepsico Inc

Consumer Defensive
36
+ 0.25%
$142.64 - $156.42 $5.14K - $5.63K
14.5K $2.17M
BA
Boeing CO

Industrials
236
+ 2.31%
$148.15 - $186.25 $35K - $44K
10.4K $1.78M
WMT
Walmart Inc.

Consumer Defensive
263
+ 1.31%
$84.5 - $105.05 $22.2K - $27.6K
20.3K $1.78M
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.18%
$222.66 - $268.42 $891 - $1.07K
2.18K $508K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
497
+ 2.62%
$42.24 - $47.29 $21K - $23.5K
19.5K $828K
BNS
Bank Of Nova Scotia

Financial Services
2
+ 0.04%
$47.21 - $53.7 $94.4 - $107
5.1K $241K
DSI
Ishares Msci Kld 400 Social Et

ETFs
39
+ 0.82%
$101.98 - $115.66 $3.98K - $4.51K
4.77K $486K
XJR
Ishares Tresg Screened S&P Sma

ETFs
500
+ 3.37%
$36.7 - $42.78 $18.4K - $21.4K
15.3K $573K
ACN
Accenture PLC

Technology
1
+ 0.1%
$300.91 - $398.25 $301 - $398
980 $305K
TT
Trane Technologies PLC

Industrials
3
+ 0.25%
$332.0 - $400.86 $996 - $1.2K
1.23K $413K
BAC
Bank Of America Corp

Financial Services
122
+ 0.58%
$39.61 - $47.74 $4.83K - $5.82K
21.2K $886K
JHMM
John Hancock Multifactor Mid C

ETFs
348
+ 1.39%
$55.69 - $63.12 $19.4K - $22K
25.4K $1.45M
QQQ
Invesco Qqq Trust, Series 1

ETFs
925
+ 8.02%
$468.34 - $539.52 $433K - $499K
12.5K $5.84M
AXP
American Express CO

Financial Services
253
+ 5.75%
$255.39 - $325.87 $64.6K - $82.4K
4.65K $1.25M
THO
Thor Industries Inc

Consumer Cyclical
16
+ 0.49%
$76.77 - $105.39 $1.23K - $1.69K
3.29K $253K
MRK
Merck & Co., Inc.

Healthcare
83
+ 1.19%
$83.01 - $101.02 $6.89K - $8.38K
7.04K $632K
USXF
Ishares Esg Advanced Msci Usa

Technology
548
+ 2.0%
$46.38 - $52.65 $25.4K - $28.9K
27.9K $1.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
4
+ 0.17%
$247.97 - $296.33 $992 - $1.19K
2.39K $603K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.49K
+ 1.3%
$56.17 - $59.71 $421K - $447K
581K $33M
VTI
Vanguard Total Stock Market Et

ETFs
54
+ 0.93%
$271.18 - $303.12 $14.6K - $16.4K
5.86K $1.6M
HON
Honeywell International Inc

Industrials
219
+ 2.45%
$202.75 - $226.52 $44.4K - $49.6K
9.16K $1.94M
VOT
Vanguard Mid Cap Growth Index

ETFs
10
+ 0.11%
$237.72 - $276.98 $2.38K - $2.77K
9.17K $2.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
68
+ 1.19%
$497.6 - $606.74 $33.8K - $41.3K
5.77K $2.87M
NOW
Service Now, Inc.

Technology
14
+ 2.73%
$783.83 - $1170.39 $11K - $16.4K
527 $419K
PANW
Palo Alto Networks Inc

Technology
728
+ 3.28%
$167.82 - $208.28 $122K - $152K
22.9K $3.92M
NKE
Nike, Inc.

Consumer Cyclical
690
+ 4.55%
$63.29 - $81.72 $43.7K - $56.4K
15.9K $1.01M
QDF
Flexshares Quality Dividend In

ETFs
492
+ 0.76%
$67.19 - $73.37 $33.1K - $36.1K
65.2K $4.42M
LMT
Lockheed Martin Corp

Industrials
98
+ 1.95%
$423.19 - $506.29 $41.5K - $49.6K
5.12K $2.28M
VGT
Vanguard Information Technolog

ETFs
367
+ 7.4%
$543.24 - $646.34 $199K - $237K
5.33K $2.89M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.21K
+ 3.53%
$92.45 - $106.69 $112K - $130K
35.6K $3.29M
DIS
Walt Disney CO

Communication Services
505
+ 2.43%
$96.87 - $114.0 $48.9K - $57.6K
21.3K $2.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.88K
+ 2.26%
$24.91 - $29.02 $71.8K - $83.6K
130K $3.26M
NVDA
Nvidia Corp

Technology
4.48K
+ 12.03%
$106.98 - $149.43 $480K - $670K
41.7K $4.52M
BX
Blackstone Inc.

Financial Services
987
+ 5.14%
$136.53 - $186.74 $135K - $184K
20.2K $2.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
95
+ 0.41%
$551.42 - $612.93 $52.4K - $58.2K
23.5K $13.2M
SPYG
Spdr Portfolio

ETFs
3.65K
+ 2.52%
$80.05 - $92.39 $292K - $337K
148K $11.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29.8K
+ 4.0%
$57.21 - $65.8 $1.7M - $1.96M
774K $45.1M
AAPL
Apple Inc.

Technology
9.09K
+ 6.99%
$209.68 - $247.1 $1.91M - $2.25M
139K $30.9M
TSLA
Tesla, Inc.

Consumer Cyclical
451
+ 1.99%
$222.15 - $428.22 $100K - $193K
23.1K $5.98M
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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