Magnus Financial Group LLC Portfolio Holdings
Magnus Financial Group LLC
- $1.06 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 381
- Current Value $1.06 Billion
- Prior Value $998 Million
- Filing
- Period Q2 2025
- Filing Date July 15, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 33 stocks
- Additional Purchases 202 stocks
- Sold out of 0 stocks
- Reduced holdings in 116 stocks