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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 $1,036,353,096
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,663,931 $85,093,438 8.21%
2.
Vanguard Index Fds - GROWTH ETF
 130,474 $53,551,655 5.16%
3.
Ishares Trust
 IEF 744,607 $46,396,469 4.47%
4.
Ishares Trust
 IEF 310,935 $35,825,899 3.45%
5.
J P Morgan Exchange Traded F
 573,910 $33,017,024 3.18%
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)