• 13F History

Magnus Financial Group LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$1.03B
Signature - Title
David Harrison - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Magnus Financial Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Magnus Financial Group LLC reported 362 stock holdings with total value $1.03B as of Q1 2025. Top holdings included SPYV, VUG, IJH, JEPI, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 362 $1.03B +$50.3M -$82.4M -$32.1M SPYV, VUG, IJH, JEPI, IJR 13F-HR 4/11/2025, 10:23 AM
Q4 2024 359 $1.04B +$88.2M -$36.5M +$51.7M SPYV, VUG, IJH, IJR, JEPI 13F-HR 1/17/2025, 11:59 AM
Q3 2024 339 $984M +$75.8M -$31.4M +$44.5M SPYV, VUG, IJH, IJR, JEPI 13F-HR 10/15/2024, 05:12 PM
Q2 2024 317 $890M +$76M -$35.6M +$40.4M SPYV, VUG, IJH, IJR, AAPL 13F-HR 8/1/2024, 06:54 PM
Q1 2024 313 $843M +$97.6M -$27.3M +$70.2M SPYV, IJH, VUG, JEPI, IJR 13F-HR 5/3/2024, 10:13 AM
Q4 2023 288 $763M +$58.4M -$40M +$18.4M SPYV, IJH, VUG, JEPI, IJR 13F-HR 2/5/2024, 12:20 PM
Q3 2023 264 $686M +$25M -$13.2M +$11.9M SPYV, IJH, USFR, JEPI, VUG 13F-HR 10/10/2023, 11:38 AM
Q2 2023 271 $701M +$50.1M -$24M +$26M SPYV, IJH, JEPI, VUG, IJR 13F-HR 7/19/2023, 04:29 PM
Q1 2023 278 $657M +$61.1M -$39.2M +$21.8M SPYV, IJH, JEPI, USFR, IJR 13F-HR 5/10/2023, 04:43 PM
Q4 2022 266 $614M +$124M -$53.3M +$71.2M SPYV, IJH, USFR, IJR, USMV 13F-HR 2/2/2023, 01:23 PM
Q3 2022 253 $523M +$60.9M -$15.6M +$45.3M SPYV, IJH, USMV, IJR, FPE 13F-HR 11/9/2022, 08:39 AM
Q2 2022 274 $544M +$66.5M -$13M +$53.5M SPYV, IJH, USMV, IEMG, IJR 13F-HR 8/11/2022, 04:47 PM
Q1 2022 290 $599M +$104M -$8.65M +$95.2M SPYV, IJH, IJR, USMV, IEMG 13F-HR 5/12/2022, 02:54 PM
Q4 2021 260 $526M +$50.4M -$10.4M +$40M SPYV, IJH, IJR, IEMG, USMV 13F-HR 2/10/2022, 03:45 PM
Q3 2021 239 $472M +$33.4M -$11.3M +$22.1M SPYV, IJH, IEMG, IJR, FPE 13F-HR 11/12/2021, 08:37 AM
Q2 2021 239 $459M +$34.4M -$11.8M +$22.6M SPYV, IJH, IEMG, IJR, FPE 13F-HR 8/6/2021, 03:06 PM
Q1 2021 227 $414M +$37.3M -$676M -$638M SPYV, IEMG, IJH, IJR, FPE 13F-HR 5/5/2021, 01:34 PM
Q4 2020 352 $1.01B +$73.5M -$16.9M +$56.6M SPY, AAPL, IVV, IJH, IJR 13F-HR 2/5/2021, 03:34 PM
Q3 2020 313 $859M +$110M -$37.2M +$72.8M SPY, IVV, AAPL, IJH, IJR 13F-HR 11/5/2020, 03:10 PM
Q2 2020 678 $901M +$272M -$144M +$128M SPY, IVV, AAPL, IJH, IJR 13F-HR 8/11/2020, 03:22 PM
Q1 2020 560 $733M +$233M -$21.2M +$212M IVV, IWB, AAPL, VOO, SPY 13F-HR 5/11/2020, 01:58 PM
Q4 2019 589 $699M +$137M -$4.91M +$133M IVV, AAPL, SPY, IJR, IJH 13F-HR 1/28/2020, 11:11 AM
Q3 2019 538 $533M +$37.9M -$19.3M +$18.5M SPY, AAPL, IVV, PEP, IJH 13F-HR 11/8/2019, 01:04 PM
Q2 2019 539 $519M +$38.9M -$12.9M +$26M SPY, AAPL, IVV, IJH, IJR 13F-HR 8/5/2019, 11:38 AM
Q1 2019 513 $491M +$82.6M -$5.32M +$77.3M SPY, AAPL, IVV, PEP, IJH 13F-HR 5/9/2019, 10:22 AM
Q4 2018 437 $376M SPY, AAPL, PEP, IJR, IJH 13F-HR 2/13/2019, 03:36 PM