Magnus Financial Group LLC
CIK
1765216
City
NEW YORK
State / Country
NY
Top Portfolio Positions
191 positions ·
$357,139,055 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
138,089 | $35,045,607 | 9.81% | |
| IBIT |
iShares Bitcoin Trust ETF
|
630,574 | $24,226,653 | 6.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
26,793 | $17,424,559 | 4.88% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
54,581 | $16,055,546 | 4.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
73,901 | $15,391,361 | 4.31% | |
| GSAT |
Globalstar, Inc.
Communication Services
|
229,086 | $15,215,892 | 4.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,578 | $11,668,609 | 3.27% | |
| MSFT |
Microsoft Corp
Technology
|
29,703 | $10,995,159 | 3.08% | |
| UTG |
Reaves Utility Income Fund
Financial Services
|
230,239 | $9,043,787 | 2.53% | |
| NVDA |
Nvidia Corp
Technology
|
50,106 | $8,738,486 | 2.45% |
Portfolio Trend
Holdings in KYN
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,363,225 | 235,520 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,916,368 | 235,571 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,872,932 | 232,250 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,790,017 | 219,341 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,825,358 | 220,215 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,483,635 | 195,408 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,096,270 | 190,570 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,653,740 | 160,091 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,344,883 | 134,354 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $996,486 | 113,495 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $935,654 | 111,255 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $929,653 | 114,208 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,059,272 | 122,601 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,119,570 | 130,791 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,051,307 | 129,791 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,084,849 | 129,457 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,233,009 | 133,732 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,002,323 | 128,668 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,044,208 | 130,526 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,262,522 | 142,016 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $886,513 | 123,642 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $784,248 | 136,391 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $261,640 | 65,574 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $273,952 | 51,885 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $177,267 | 48,834 | Shares | Sole | 2020-05-11 | |
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