Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 23 | Q2 2024 | 22.6% |
ISHARES TR | 23 | Q2 2024 | 6.4% |
APPLE INC | 23 | Q2 2024 | 11.5% |
ISHARES TR | 23 | Q2 2024 | 5.8% |
ISHARES TR | 23 | Q2 2024 | 11.6% |
ISHARES INC | 23 | Q2 2024 | 6.4% |
FIRST TR EXCH TRADED FD III | 23 | Q2 2024 | 4.7% |
PEPSICO INC | 23 | Q2 2024 | 7.4% |
VANGUARD INDEX FDS | 23 | Q2 2024 | 5.0% |
ISHARES TR | 23 | Q2 2024 | 4.7% |
View Magnus Financial Group LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-06 |
13F-HR | 2024-08-02 |
13F-HR | 2024-05-03 |
13F-HR | 2024-02-05 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-19 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-11 |
View Magnus Financial Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.