Magnus Financial Group LLC
CIK
1765216
City
NEW YORK
State / Country
NY
Top Portfolio Positions
192 positions ·
$363,322,651 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
138,089 | $35,045,607 | 9.65% | |
| IBIT |
iShares Bitcoin Trust ETF
|
630,574 | $24,226,653 | 6.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
26,793 | $17,424,559 | 4.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
54,581 | $16,055,546 | 4.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
73,901 | $15,391,361 | 4.24% | |
| GSAT |
Globalstar, Inc.
Communication Services
|
229,086 | $15,215,892 | 4.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,578 | $11,668,609 | 3.21% | |
| MSFT |
Microsoft Corp
Technology
|
29,703 | $10,995,159 | 3.03% | |
| UTG |
Reaves Utility Income Fund
Financial Services
|
230,239 | $9,043,787 | 2.49% | |
| NVDA |
Nvidia Corp
Technology
|
50,106 | $8,738,486 | 2.41% |
Portfolio Trend
25 quarters · across all stocks
Holdings in REFI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $370,526 | 32,732 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $399,994 | 32,626 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $445,271 | 34,814 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $485,026 | 34,744 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $520,762 | 35,426 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $508,274 | 32,962 | Shares | Sole | 2025-01-17 | |
| No 13F history on record for this holder in this stock. | ||||||