Magnus Financial Group LLC Portfolio Holdings
Magnus Financial Group LLC
- $998 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 366
- Current Value $998 Million
- Prior Value $1.01 Billion
- Filing
- Period Q1 2025
- Filing Date April 11, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 27 stocks
- Additional Purchases 192 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks