Magnus Financial Group LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $998 Million distributed in 366 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $87.3M, Vanguard Growth ETF with a value of $48.3M, Ishares Core S&P Mid Cap ETF with a value of $45.1M, J P Morgan Exchange Traded Fd with a value of $33M, and Ishares Core S&P Sm Cap ETF with a value of $31.8M.
Examining the 13F form we can see an decrease of $7.59M in the current position value, from $1.01B to 998M.
Magnus Financial Group LLC is based out at New York, NY
Below you can find more details about Magnus Financial Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$998 Million
ETFs: $723 Million
Technology: $65.4 Million
Financial Services: $55.8 Million
Communication Services: $29.8 Million
Consumer Cyclical: $28.5 Million
Healthcare: $26.7 Million
Energy: $16.1 Million
Industrials: $15.6 Million
Other: $15.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions