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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Magnus Financial Group LLC INSTITUTION : Magnus Financial Group LLC
Magnus Financial Group LLC Portfolio (reported on 2020-05-11)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 77,376,000 299,443 10.54%
ISHARES TR    (RUS 1000 ETF) IWB 57,322,000 405,018 7.81%
APPLE INC    (COM) AAPL 54,822,000 215,587 7.47%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 49,915,000 210,770 6.80%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 44,759,000 173,652 6.10%
ISHARES TR    (CORE S&P MCP ETF) IJH 26,487,000 184,120 3.61%
ISHARES TR    (CORE S&P SCP ETF) IJR 25,286,000 450,646 3.44%
PEPSICO INC    (COM) PEP 25,252,000 210,258 3.44%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 19,709,000 420,054 2.68%
FIRST TR EXCH TRADED FD III    (PFD SECS INC ETF) FPE 13,172,000 803,182 1.79%
LEGG MASON ETF INVT TR    (WESTN ASET TTL) 12,566,000 499,658 1.71%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 11,207,000 334,041 1.52%
AMAZON COM INC    (COM) AMZN 10,277,000 5,271 1.40%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 7,869,000 126,815 1.07%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 7,024,000 271,837 0.95%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 6,941,000 123,366 0.94%
MICROSOFT CORP    (COM) MSFT 6,017,000 38,153 0.82%
VANGUARD INDEX FDS    (VALUE ETF) VTV 5,720,000 64,223 0.77%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 5,184,000 40,915 0.70%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 4,587,000 56,428 0.62%
VANGUARD ADMIRAL FDS INC    (500 GRTH IDX F) VOOG 4,541,000 30,510 0.61%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 4,106,000 80,964 0.55%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 4,086,000 15,542 0.55%
SPDR SER TR    (S&P 600 SML CAP) DSC 3,894,000 80,413 0.53%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 3,870,000 55,401 0.52%
FIRST TR EXCHANGE-TRADED FD    (NO AMER ENERGY) EMLP 3,544,000 199,218 0.48%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 3,429,000 29,703 0.46%
ISHARES TR    (MSCI EMG MKT ETF) EEM 3,382,000 99,085 0.46%
VANGUARD MALVERN FDS    (STRM INFPROIDX) VTIP 3,184,000 65,363 0.43%
FLEXSHARES TR    (QUALT DIVD IDX) QDF 3,138,000 87,259 0.42%
REALPAGE INC    (COM) RP 3,087,000 58,330 0.42%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 2,889,000 36,522 0.39%
JOHN HANCOCK ETF TRUST    (MULTIFACTOR MI) 2,691,000 94,736 0.36%
FACEBOOK INC    (CL A) FB 2,392,000 14,339 0.32%
JPMORGAN CHASE & CO    (COM) JPM 2,214,000 24,589 0.30%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 2,131,000 13,603 0.29%
AMERICAN CENTY ETF TR    (US EQT ETF) 2,052,000 50,183 0.27%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 2,009,000 24,992 0.27%
HOME DEPOT INC    (COM) HD 1,921,000 10,287 0.26%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 1,875,000 21,117 0.25%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,831,000 10,013 0.24%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 1,830,000 54,901 0.24%
REAVES UTIL INCOME FD    (COM SH BEN INT) UTG 1,807,000 62,839 0.24%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 1,778,000 11,833 0.24%
ALPHABET INC    (CAP STK CL A) GOOGL 1,751,000 1,507 0.23%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 1,713,000 8,086 0.23%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,697,000 81,513 0.23%
MERCK & CO. INC    (COM) MRK 1,649,000 21,432 0.22%
PFIZER INC    (COM) PFE 1,621,000 49,649 0.22%
INTEL CORP    (COM) INTC 1,619,000 29,913 0.22%
ISHARES TR    (TIPS BD ETF) TIP 1,570,000 13,311 0.21%
WISDOMTREE TR    (FLOATNG RAT TREA) USFR 1,521,000 60,577 0.20%
SELECT SECTOR SPDR TR    (RL EST SEL SEC) 1,445,000 46,602 0.19%
CISCO SYS INC    (COM) CSCO 1,365,000 34,712 0.18%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 1,360,000 5 0.18%
UNITEDHEALTH GROUP INC    (COM) UNH 1,351,000 5,419 0.18%
CHEVRON CORP NEW    (COM) CVX 1,313,000 18,125 0.17%
INVESCO QQQ TR    (UNIT SER 1) 1,273,000 6,686 0.17%
PROCTER & GAMBLE CO    (COM) PG 1,267,000 11,521 0.17%
ISHARES TR    (NATIONAL MUN ETF) MUB 1,242,000 10,992 0.16%
ISHARES TR    (SELECT DIVID ETF) DVY 1,239,000 16,852 0.16%
ISHARES TR    (RUSSELL 2000 ETF) IWM 1,219,000 10,646 0.16%
VICTORY PORTFOLIOS II    (VICTORYSHS US) 1,186,000 44,234 0.16%
BLACKROCK MUN 2020 TERM TR    (COM SHS) BKK 1,170,000 79,752 0.15%
MADRIGAL PHARMACEUTICALS INC    (COM) 1,162,000 17,413 0.15%
ABBVIE INC    (COM) ABBV 1,160,000 15,230 0.15%
WALMART INC    (COM) WMT 1,151,000 10,127 0.15%
ALPHABET INC    (CAP STK CL C) GOOG 1,131,000 973 0.15%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 1,117,000 20,162 0.15%
BK OF AMERICA CORP    (7.25%CNV PFD L) BAC/PL 1,079,000 852 0.14%
VISA INC    (COM CL A) V 1,073,000 6,659 0.14%
LOCKHEED MARTIN CORP    (COM) LMT 1,025,000 3,024 0.13%
ZYMEWORKS INC    (COM) 1,023,000 28,846 0.13%
JOHNSON & JOHNSON    (COM) JNJ 1,014,000 7,735 0.13%
MONDELEZ INTL INC    (CL A) MDLZ 990,000 19,767 0.13%
MEDTRONIC PLC    (SHS) MDT 984,000 10,910 0.13%
ISHARES TR    (S&P 500 GRWT ETF) IVW 972,000 5,887 0.13%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 968,000 16,402 0.13%
AMGEN INC    (COM) AMGN 960,000 4,735 0.13%
AMERICAN TOWER CORP NEW    (COM) AMT 930,000 4,271 0.12%
IDEXX LABS INC    (COM) IDXX 924,000 3,814 0.12%
UNION PAC CORP    (COM) UNP 919,000 6,514 0.12%
BK OF AMERICA CORP    (COM) BAC 881,000 41,479 0.12%
AT&T INC    (COM) T 865,000 29,677 0.11%
GOLDMAN SACHS GROUP INC    (COM) GS 852,000 5,513 0.11%
COCA COLA CO    (COM) KO 843,000 19,042 0.11%
ISHARES TR    (MSCI MIN VOL ETF) USMV 839,000 15,532 0.11%
HEAT BIOLOGICS INC    (COM NEW) 820,000 1,439,000 0.11%
TEXAS INSTRS INC    (COM) TXN 808,000 8,087 0.11%
INVESCO EXCHANGE-TRADED FD T    (S&P500 HDL VOL) 804,000 26,800 0.10%
LEGG MASON ETF INVT TR    (L VOL H DIV ETF) 799,000 31,000 0.10%
ABBOTT LABS    (COM) ABT 798,000 10,113 0.10%
ISHARES TR    (1 3 YR TREAS BD) SHY 793,000 9,149 0.10%
SPDR SER TR    (NUVEEN BLMBRG SR) 788,000 16,108 0.10%
GILEAD SCIENCES INC    (COM) GILD 779,000 10,426 0.10%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 769,000 13,793 0.10%
ISHARES TR    (MSCI EAFE ETF) EFA 764,000 14,297 0.10%
VERIZON COMMUNICATIONS INC    (COM) VZ 758,000 14,110 0.10%
MASTERCARD INC    (CL A) MA 749,000 3,101 0.10%
DISNEY WALT CO    (COM DISNEY) DIS 743,000 7,691 0.10%
EXXON MOBIL CORP    (COM) XOM 734,000 19,323 0.10%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 718,000 12,446 0.09%
TRANSLATE BIO INC    (COM) 707,000 70,866 0.09%
MORGAN STANLEY    (COM NEW) MS 697,000 20,504 0.09%
LILLY ELI & CO    (COM) LLY 696,000 5,017 0.09%
DBX ETF TR    (XTRACK MSCI EAFE) DBEF 696,000 25,972 0.09%
APPLIED MATLS INC    (COM) AMAT 688,000 15,011 0.09%
WASTE MGMT INC DEL    (COM) WMI 682,000 7,370 0.09%
J P MORGAN EXCHANGE-TRADED F    (US DIVIDEND) 675,000 35,602 0.09%
FIRST TR INTER DUR PFD & IN    (COM) FPF 675,000 37,814 0.09%
3M CO    (COM) MMM 662,000 4,846 0.09%
TESLA INC    (COM) TSLA 656,000 1,251 0.08%
WELLS FARGO CO NEW    (COM) WFC 640,000 22,302 0.08%
BOEING CO    (COM) BA 637,000 4,274 0.08%
ISHARES TR    (EAFE SML CP ETF) SCZ 634,000 14,135 0.08%
UNITED PARCEL SERVICE INC    (CL B) UPS 605,000 6,472 0.08%
PROLOGIS INC.    (COM) PLD 594,000 7,388 0.08%
MCDONALDS CORP    (COM) MCD 589,000 3,560 0.08%
NETFLIX INC    (COM) NFLX 582,000 1,550 0.07%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 580,000 2,044 0.07%
NEXTERA ENERGY INC    (COM) NEE 580,000 2,409 0.07%
KIMBERLY CLARK CORP    (COM) KMB 577,000 4,510 0.07%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 576,000 5,820 0.07%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 562,000 4,110 0.07%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 561,000 39,208 0.07%
EATON CORP PLC    (SHS) ETN 560,000 7,208 0.07%
HONEYWELL INTL INC    (COM) HON 559,000 4,181 0.07%
ILLINOIS TOOL WKS INC    (COM) ITW 547,000 3,848 0.07%
ISHARES TR    (GLB INFRASTR ETF) IGF 542,000 15,866 0.07%
ISHARES TR    (PFD AND INCM SEC) PFF 530,000 16,635 0.07%
ISHARES TR    (S&P 500 VAL ETF) IVE 530,000 5,504 0.07%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 526,000 4,742 0.07%
CONSOLIDATED EDISON INC    (COM) ED 520,000 6,670 0.07%
AMERICAN EXPRESS CO    (COM) AXP 519,000 6,063 0.07%
LEGG MASON ETF INVT TR    (INT LW VTY HGH) 517,000 25,000 0.07%
COLGATE PALMOLIVE CO    (COM) CL 515,000 7,766 0.07%
PROSPECT CAPITAL CORPORATION    (NOTE 4.750% 4/1) 512,000 512,000 0.06%
OSHKOSH CORP    (COM) OSK 507,000 7,881 0.06%
AMERICAN EQTY INVT LIFE HLD    (COM) AEL 503,000 26,745 0.06%
STARBUCKS CORP    (COM) SBUX 494,000 7,512 0.06%
ISHARES TR    (RUS 1000 GRW ETF) IWF 491,000 3,260 0.06%
NORTHWEST NAT HLDG CO    (COM) 490,000 7,931 0.06%
CVS HEALTH CORP    (COM) CVS 489,000 8,243 0.06%
PAYPAL HLDGS INC    (COM) PYPL 488,000 5,098 0.06%
EHEALTH INC    (COM) EHTH 487,000 3,459 0.06%
COMCAST CORP NEW    (CL A) CMCSA 487,000 14,153 0.06%
PACIFIC PREMIER BANCORP    (COM) PPBI 485,000 25,767 0.06%
FAIR ISAAC CORP    (COM) FIC 484,000 1,572 0.06%
KLA CORPORATION    (COM NEW) KLAC 483,000 3,358 0.06%
VANGUARD SCOTTSDALE FDS    (LG-TERM COR BD) VCLT 480,000 4,941 0.06%
XENIA HOTELS & RESORTS INC    (COM) XHR 479,000 46,486 0.06%
REGENERON PHARMACEUTICALS    (COM) REGN 479,000 980 0.06%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 475,000 5,365 0.06%
FIRST COMWLTH FINL CORP PA    (COM) FCF 466,000 50,979 0.06%
AMEDISYS INC    (COM) AMED 457,000 2,489 0.06%
MICRON TECHNOLOGY INC    (COM) MU 456,000 10,836 0.06%
STERLING BANCORP DEL    (COM) STL 455,000 43,563 0.06%
FORMFACTOR INC    (COM) FORM 453,000 22,557 0.06%
FORTINET INC    (COM) FTNT 450,000 4,452 0.06%
STERIS PLC    (SHS USD) 449,000 3,205 0.06%
TELEDYNE TECHNOLOGIES INC    (COM) TDY 449,000 1,512 0.06%
BROADCOM INC    (COM) 448,000 1,891 0.06%
LENNOX INTL INC    (COM) LII 447,000 2,461 0.06%
STAMPS COM INC    (COM NEW) STMP 444,000 3,414 0.06%
ENBRIDGE INC    (COM) ENB 444,000 15,275 0.06%
REPLIGEN CORP    (COM) RGEN 438,000 4,539 0.05%
AXON ENTERPRISE INC    (COM) 430,000 6,071 0.05%
KEYSIGHT TECHNOLOGIES INC    (COM) KEYS 430,000 5,143 0.05%
LHC GROUP INC    (COM) LHCG 429,000 3,063 0.05%
MARKETAXESS HLDGS INC    (COM) MKTX 428,000 1,286 0.05%
LUMENTUM HLDGS INC    (COM) 428,000 5,812 0.05%
ATMOS ENERGY CORP    (COM) ATO 427,000 4,305 0.05%
ISHARES INC    (CORE MSCI EMKT) IEMG 421,000 10,403 0.05%
MKS INSTRS INC    (COM) MKSI 420,000 5,151 0.05%
ISHARES TR    (U.S. TECH ETF) IYW 417,000 2,038 0.05%
SPDR GOLD TRUST    (GOLD SHS) GLD 417,000 2,819 0.05%
XYLEM INC    (COM) XYL 414,000 6,361 0.05%
FACTSET RESH SYS INC    (COM) FDS 414,000 1,588 0.05%
COHEN & STEERS LTD DURATION    (COM) LDP 413,000 20,075 0.05%
FIRST FINL BANKSHARES    (COM) FFIN 412,000 15,350 0.05%
BROOKLINE BANCORP INC DEL    (COM) BRKL 411,000 36,404 0.05%
TELEFLEX INCORPORATED    (COM) TFX 410,000 1,399 0.05%
INTUIT    (COM) INTU 406,000 1,764 0.05%
SALESFORCE COM INC    (COM) CRM 404,000 2,808 0.05%
ADOBE INC    (COM) ADBE 402,000 1,263 0.05%
NUVEEN AMT FREE QLTY MUN INC    (COM) NEA 402,000 29,700 0.05%
SPS COMMERCE INC    (COM) SPSC 398,000 8,562 0.05%
UNIVERSAL DISPLAY CORP    (COM) PANL 398,000 3,023 0.05%
ADVANCED MICRO DEVICES INC    (COM) AMD 398,000 8,756 0.05%
ISHARES TR    (CORE DIV GRWTH) DGRO 395,000 12,105 0.05%
WINGSTOP INC    (COM) 395,000 4,957 0.05%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 393,000 8,100 0.05%
NIKE INC    (CL B) NKE 392,000 4,737 0.05%
JAMES RIV GROUP LTD    (COM) JRVR 391,000 10,786 0.05%
CROWN CASTLE INTL CORP NEW    (COM) CCI 391,000 2,706 0.05%
MOLINA HEALTHCARE INC    (COM) MOH 390,000 2,790 0.05%
TECH DATA CORP    (COM) TECD 388,000 2,962 0.05%
WEST PHARMACEUTICAL SVSC INC    (COM) WST 383,000 2,513 0.05%
CIRRUS LOGIC INC    (COM) CRUS 383,000 5,831 0.05%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 375,000 1,927 0.05%
1 2 3 Next >Full Portfolio View
Total Value As 2020-03-31: 733,489,000 SEC FILING
* Portfolios do not reflect changes after reporting
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