Magnus Financial Group LLC Sells in Q2 2025

Magnus Financial Group LLC

  • $1.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-319K
- 54.79%
$51.14 - $57.0 $16.3M - $18.2M
263K $14.9M
JNJ
Johnson & Johnson

Healthcare
-14.9K
- 28.98%
$146.36 - $159.82 $2.18M - $2.38M
36.5K $5.58M
AAPL
Apple Inc.

Technology
-426
- 0.31%
$172.42 - $223.89 $73.5K - $95.4K
139K $28.5M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-106K
- 76.72%
$16.43 - $18.82 $1.75M - $2M
32.2K $606K
UNH
Unitedhealth Group Inc

Healthcare
-297
- 5.89%
$274.35 - $599.47 $81.5K - $178K
4.75K $1.48M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-23.3K
- 10.52%
$49.79 - $50.75 $1.16M - $1.18M
198K $10M
CVX
Chevron Corp

Energy
-4.22K
- 19.41%
$133.73 - $168.51 $565K - $711K
17.5K $2.51M
XOM
Exxon Mobil Corp

Energy
-4.64K
- 8.35%
$99.93 - $119.04 $463K - $552K
50.9K $5.49M
XLV
Select Sector Spdr Fund Health

ETFs
-2.18K
- 5.66%
$128.77 - $144.3 $281K - $315K
36.4K $4.9M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.2K
- 24.76%
$162.76 - $195.77 $521K - $626K
9.72K $1.9M
HYD
Vaneck High Yield Muni ETF

ETFs
-9.35K
- 56.07%
$49.08 - $51.35 $459K - $480K
7.32K $367K
XLE
Energy Sector Spdr

ETFs
-345
- 0.59%
$76.44 - $94.13 $26.4K - $32.5K
58.5K $4.96M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.38K
- 52.26%
$91.43 - $91.74 $400K - $402K
4K $366K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.58K
- 16.75%
$152.42 - $182.82 $546K - $655K
17.8K $3.25M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.03K
- 38.15%
$58.41 - $72.69 $352K - $438K
9.77K $710K
XLY
Select Sector Spdr Consumer Di

ETFs
-2.48K
- 22.91%
$176.34 - $218.59 $437K - $542K
8.34K $1.81M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-6K
- 21.31%
$46.79 - $48.56 $281K - $291K
22.2K $1.07M
MUB
Ishares National Muni Bond ETF

ETFs
-2.84K
- 29.76%
$102.31 - $105.8 $290K - $300K
6.7K $699K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-9.05K
- 12.44%
$25.48 - $27.78 $231K - $252K
63.7K $1.69M
XLF
Financial Sector Spdr

ETFs
-8.1K
- 14.07%
$43.92 - $52.37 $356K - $424K
49.4K $2.59M
PFE
Pfizer Inc

Healthcare
-6.5K
- 15.21%
$21.59 - $24.84 $140K - $161K
36.2K $878K
TFLO
Ishares Treasury Floating Rate

ETFs
-3.37K
- 25.26%
$50.47 - $50.66 $170K - $170K
9.96K $504K
MCD
Mcdonalds Corp

Consumer Cyclical
-105
- 1.96%
$285.55 - $321.23 $30K - $33.7K
5.26K $1.54M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.23K
- 10.6%
$105.23 - $109.61 $130K - $135K
10.4K $1.14M
MO
Altria Group, Inc.

Consumer Defensive
-1.5K
- 20.08%
$55.56 - $60.91 $83.5K - $91.5K
5.98K $350K
EMLP
First Tr Exchange Traded Iv

ETFs
-2.68K
- 10.16%
$33.62 - $37.89 $90.1K - $102K
23.7K $888K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-332
- 12.61%
$376.48 - $440.65 $125K - $146K
2.3K $1.01M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-859
- 21.79%
$96.84 - $99.46 $83.2K - $85.4K
3.08K $305K
VZ
Verizon Communications Inc

Communication Services
-1.49K
- 17.0%
$41.67 - $45.62 $62.1K - $68K
7.28K $314K
MRK
Merck & Co., Inc.

Healthcare
-84
- 1.19%
$73.47 - $87.12 $6.17K - $7.32K
6.96K $550K
ITM
Vaneck Intermediate Muni ETF

ETFs
-1.77K
- 16.15%
$44.27 - $45.82 $78.4K - $81.1K
9.19K $417K
MBB
Ishares Tr

ETFs
-777
- 5.55%
$91.41 - $94.22 $71K - $73.2K
13.2K $1.24M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-3.69K
- 12.88%
$9.85 - $11.67 $36.4K - $43.1K
25K $281K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-186
- 0.2%
$49.12 - $50.93 $9.14K - $9.47K
94.4K $4.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-596
- 14.22%
$83.97 - $92.85 $50K - $55.3K
3.59K $317K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.53K
- 20.59%
$22.54 - $23.17 $57.1K - $58.7K
9.77K $224K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
-682
- 1.93%
$13.4 - $15.08 $9.14K - $10.3K
34.7K $485K
KO
Coca Cola CO

Consumer Defensive
-619
- 4.37%
$68.37 - $73.9 $42.3K - $45.7K
13.6K $959K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-874
- 0.4%
$10.49 - $12.99 $9.17K - $11.4K
219K $2.79M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.2K
- 21.45%
$45.12 - $46.23 $54.1K - $55.5K
4.39K $203K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-1.28K
- 8.32%
$30.46 - $33.4 $39.1K - $42.9K
14.2K $451K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-497
- 18.61%
$85.42 - $94.39 $42.5K - $46.9K
2.17K $203K
HMOP
Hartford Fds Exchange Traded T

ETFs
-1.06K
- 3.24%
$37.54 - $38.74 $39.9K - $41.2K
31.8K $1.22M
T
At&T Inc.

Communication Services
-2.03K
- 7.42%
$26.33 - $28.94 $53.4K - $58.7K
25.3K $732K
MFG
Mizuho Financial Group Inc

Financial Services
-7.52K
- 40.56%
$4.25 - $5.66 $32K - $42.6K
11K $61K
IYE
Ishares Tr

ETFs
-151
- 1.81%
$40.36 - $49.67 $6.09K - $7.5K
8.2K $370K
LOW
Lowes Companies Inc

Consumer Cyclical
-40
- 1.83%
$210.83 - $235.28 $8.43K - $9.41K
2.14K $474K
LEN
Lennar Corp

Consumer Cyclical
-193
- 7.38%
$102.76 - $115.66 $19.8K - $22.3K
2.42K $268K
TMUS
T Mobile Us, Inc.

Communication Services
-4
- 0.37%
$220.99 - $268.54 $884 - $1.07K
1.06K $253K
Activity Summary
Buys All Purchases 235 New Holdings 33 Increased Positions 202 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 3 Puts 1
Track This Portfolio

Track Magnus Financial Group LLC Portfolio

Follow Magnus Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Magnus Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Magnus Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email