Magnus Financial Group LLC Purchases in Q4 2024

Magnus Financial Group LLC

  • $1.01 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
1.94K
New
$104.94 - $106.2 $204K - $206K
1.94K $204K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
358
New
$563.99 - $620.12 $202K - $222K
358 $203K
NYF
Ishares New York Muni Bond ETF

ETFs
4.07K
+ 20.07%
$52.85 - $54.34 $215K - $221K
24.3K $1.29M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
3.92K
+ 26.03%
$43.67 - $47.04 $171K - $184K
19K $859K
VRT
Vertiv Holdings CO

Industrials
2.14K
New
N/A
2.14K $185K
HON
Honeywell International Inc

Industrials
48
+ 0.54%
$202.84 - $236.0 $9.74K - $11.3K
8.94K $2.02M
AGNC
Agnc Investment Corp.

Real Estate
20.2K
+ 189.21%
$9.21 - $10.59 $186K - $214K
30.9K $284K
IMNM
Immunome Inc.

Healthcare
27.8K
+ 107.83%
$9.11 - $14.53 $253K - $404K
53.5K $549K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
719
+ 29.74%
$238.25 - $261.28 $171K - $188K
3.14K $759K
T
At&T Inc.

Communication Services
6.44K
+ 32.43%
$21.22 - $23.88 $137K - $154K
26.3K $598K
SCHG
Schwab Strategic Tr Us Large C

ETFs
94.9K
+ 291.17%
$25.93 - $105.3 $2.46M - $9.99M
127K $3.55M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.96K
+ 1.95%
$113.92 - $127.38 $679K - $759K
311K $35.8M
CRM
Salesforce, Inc.

Technology
51
+ 2.28%
$270.87 - $367.87 $13.8K - $18.8K
2.29K $763K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
8.14K
+ 18.44%
$18.62 - $19.05 $152K - $155K
52.3K $977K
KMI
Kinder Morgan, Inc.

Energy
2K
+ 13.75%
$22.59 - $28.54 $45.1K - $56.9K
16.5K $452K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.63K
+ 3.35%
$77.86 - $79.27 $282K - $287K
112K $8.73M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
13K
New
$9.64 - $10.11 $125K - $131K
13K $127K
BMY
Bristol Myers Squibb CO

Healthcare
1.73K
+ 28.37%
$51.92 - $59.94 $89.7K - $104K
7.81K $441K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.99K
+ 14.98%
$49.03 - $53.35 $97.7K - $106K
15.3K $783K
EFG
Msci Eafe Growth ETF

ETFs
1.9K
+ 34.67%
$96.83 - $106.88 $184K - $203K
7.38K $714K
IYW
Ishares Dj Us Tech ETF

ETFs
184
+ 1.55%
$148.14 - $166.23 $27.3K - $30.6K
12K $1.92M
COST
Costco Wholesale Corp

Consumer Defensive
89
+ 7.1%
$873.59 - $994.69 $77.7K - $88.5K
1.34K $1.23M
ET
Energy Transfer LP

Energy
2.12K
+ 9.88%
$16.05 - $19.86 $34K - $42.1K
23.6K $461K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.32K
+ 7.3%
$66.77 - $71.52 $87.8K - $94K
19.3K $1.33M
VOT
Vanguard Mid Cap Growth Index

ETFs
73
+ 0.8%
$241.48 - $274.89 $17.6K - $20.1K
9.16K $2.32M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.66K
+ 33.23%
$64.62 - $71.43 $172K - $190K
10.7K $689K
NOW
Service Now, Inc.

Technology
29
+ 5.99%
$867.18 - $1148.42 $25.1K - $33.3K
513 $543K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.47K
+ 20.23%
$45.38 - $46.88 $112K - $116K
14.7K $668K
EPIX
Essa Pharma Inc.

Healthcare
55.2K
New
$1.4 - $6.23 $77.3K - $344K
55.2K $98K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
7.79K
+ 30.38%
$14.43 - $15.02 $112K - $117K
33.4K $483K
CAT
Caterpillar Inc

Industrials
496
+ 15.72%
$360.37 - $416.88 $179K - $207K
3.65K $1.32M
DAL
Delta Air Lines, Inc.

Industrials
602
+ 11.36%
$47.46 - $65.77 $28.6K - $39.6K
5.9K $357K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.09K
+ 29.4%
$58.39 - $67.04 $63.8K - $73.2K
4.81K $304K
XJR
Ishares Tresg Screened S&P Sma

ETFs
2.2K
+ 17.41%
$40.62 - $45.4 $89.2K - $99.7K
14.8K $609K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1K
+ 53.52%
$99.04 - $109.59 $99.4K - $110K
2.88K $286K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.75K
+ 41.28%
$31.23 - $33.51 $85.8K - $92.1K
9.4K $295K
STKS
One Group Hospitality, Inc.

Consumer Cyclical
25K
New
$2.75 - $3.92 $68.8K - $98K
25K $72K
CGCP
Capital Group Core Plus Income

ETFs
5.44K
+ 9.33%
$22.13 - $23.17 $120K - $126K
63.7K $1.41M
CSCO
Cisco Systems, Inc.

Technology
67
+ 0.64%
$52.45 - $60.02 $3.51K - $4.02K
10.5K $623K
CNBS
Amplify ETF Tr Seymour Cannabi

ETFs
61.7K
+ 238.02%
$1.88 - $4.7 $116K - $290K
87.7K $179K
IWP
Ishares Russell Mid Cap Growth

ETFs
2
+ 0.03%
$116.4 - $138.52 $233 - $277
5.87K $744K
EFV
Msci Eafe Value ETF

ETFs
1.98K
+ 21.03%
$51.78 - $57.15 $103K - $113K
11.4K $597K
EMLP
First Tr Exchange Traded Iv

ETFs
34
+ 0.13%
$33.69 - $38.24 $1.15K - $1.3K
26.5K $945K
IWM
Ishares Russell 2000 ETF

ETFs
236
+ 14.69%
$216.13 - $242.4 $51K - $57.2K
1.84K $407K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.27K
+ 5.32%
$115.08 - $119.55 $146K - $152K
25.1K $2.91M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
592
+ 27.9%
$96.64 - $101.23 $57.2K - $59.9K
2.71K $262K
KBE
Spdr S&P Bank ETF

ETFs
619
+ 13.61%
$51.33 - $62.76 $31.8K - $38.8K
5.17K $286K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.07%
$246.06 - $292.59 $246 - $293
1.47K $408K
UTG
Reaves Utility Income Fund

Financial Services
7.24K
+ 4.35%
$30.81 - $34.99 $223K - $253K
174K $5.51M
Activity Summary
Buys All Purchases 247 New Holdings 42 Increased Positions 205 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 5 Puts 0
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