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Home > Institutional Investor > Magnus Financial Group Llc > Profile

Instuitional Investor - Magnus Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Magnus Financial Group Llc
Portfolio Value $1,033,049,833
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,724,275 $88,058,729 8.52%
2.
Vanguard Index Fds - GROWTH ETF
 130,451 $48,373,959 4.68%
3.
Ishares Trust
 IEF 774,389 $45,185,575 4.37%
4.
J P Morgan Exchange Traded F
 581,397 $33,221,032 3.22%
5.
Ishares Trust
 IEF 306,106 $32,009,501 3.1%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)