Magnus Financial Group LLC
Q4 2024 13F Holdings
- Locationnew york, NY
- Num holdings
364
- Value ($000)
$1,036,353
- Date Filed01/17/2025
- Form type13F-HR
- CIK0001765216
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $85.09M | 8 % | 1,663,931 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $53.55M | 5 % | 130,474 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $46.40M | 5 % | 744,607 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $35.83M | 4 % | 310,935 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $33.02M | 3 % | 573,910 | ||
AAPL APPLE INC | COM | 037833100 | $32.56M | 3 % | 130,030 | ||
TPYP MANAGED PORTFOLIO SERIES | TORTOISE NRAM PI | 56167N720 | $28.39M | 3 % | 832,857 | ||
FPE FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | $26.24M | 3 % | 1,482,254 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $25.70M | 3 % | 492,195 | ||
IYF ISHARES TR | U.S. FINLS ETF | 464287788 | $21.37M | 2 % | 193,219 |
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