Magnus Financial Group LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.06 Billion distributed in 381 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 $92.7M, Vanguard Growth ETF with a value of $57.7M, Ishares Core S&P Mid Cap ETF with a value of $49.2M, Ishares Core S&P Sm Cap ETF with a value of $33.3M, and First Tr Pfd Secs & Income ETF with a value of $30.1M.
Examining the 13F form we can see an increase of $59.3M in the current position value, from $998M to 1.06B.
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
$1.06 Billion
ETFs: $762 Million
Technology: $78.4 Million
Financial Services: $60 Million
Communication Services: $33.5 Million
Consumer Cyclical: $32.4 Million
Healthcare: $21.3 Million
Industrials: $19.2 Million
Energy: $14.2 Million
Other: $14.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
