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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Magnus Financial Group LLC

Quarter ended Q1 2024 · Filed May 3, 2024 · Accession 0001951757-24-000433

Total Value
$843.0M
Positions
314
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (314)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A5081,509,721$75.6M8.97%
2ISHARES TR464287507690,830$42.0M4.98%
3VANGUARD INDEX FDS922908736114,915$39.6M4.69%
4J P MORGAN EXCHANGE TRADED F46641Q332596,324$34.5M4.09%
5ISHARES TR464287804293,606$32.4M3.85%
6FIRST TR EXCH TRADED FD III33739E1081,391,222$24.1M2.86%
7ISHARES INC46434G103457,708$23.6M2.80%
8MANAGED PORTFOLIO SERIES56167N720787,912$22.0M2.61%
9APPLE INCAAPL117,461$20.1M2.39%
10WISDOMTREE TRWT349,556$17.6M2.09%
11ISHARES TR464287788181,836$17.4M2.06%
12FIRST TR EXCHANGE TRAD FD VI33739H101536,309$12.7M1.51%
13MICROSOFT CORPMSFT29,127$12.3M1.45%
14INVESCO ACTVELY MNGD ETC FDIVZ877,345$12.2M1.44%
15J P MORGAN EXCHANGE TRADED F46641Q159251,079$11.4M1.36%
16AMAZON COM INCAMZN62,716$11.3M1.34%
17ISHARES TR464287739121,901$11.0M1.30%
18J P MORGAN EXCHANGE TRADED F46641Q647215,656$10.9M1.30%
19SPDR SER TR78464A409140,794$10.3M1.22%
20JPMORGAN CHASE & COVYLD50,734$10.2M1.21%
21JOHN HANCOCK EXCHANGE TRADED47804J859293,005$10.1M1.20%
22SPDR S&P 500 ETF TRSPY17,618$9.2M1.09%
23VANGUARD ADMIRAL FDS INC92193250530,160$9.2M1.09%
24VANGUARD SCOTTSDALE FDS92206C409108,546$8.4M1.00%
25VANGUARD INTL EQUITY INDEX F922042858200,405$8.4M0.99%
26ISHARES TR46429B689107,649$7.6M0.91%
27VANGUARD MALVERN FDS922020805143,312$6.9M0.81%
28AMPLIFY ETF TR032108409168,705$6.6M0.78%
29JANUS DETROIT STR TR47103U845126,926$6.4M0.76%
30BERKSHIRE HATHAWAY INC DELBRK-A12,492$5.3M0.62%
31FIRST TR EXCH TRADED FD III33739N108101,997$5.2M0.62%
32TESLA INCTSLA28,497$5.0M0.59%
33SELECT SECTOR SPDR TR81369Y20933,504$4.9M0.59%
34AMERICAN CENTY ETF TR02507280274,027$4.9M0.58%
35SELECT SECTOR SPDR TR81369Y50649,136$4.6M0.55%
36FIRST TR EXCH TRADED FD III33739P822167,949$4.5M0.54%
37ALPHABET INCGOOG29,242$4.4M0.52%
38EXXON MOBIL CORPXOM37,367$4.3M0.52%
39INVESCO QQQ TRIVZ9,759$4.3M0.51%
40ELI LILLY & COLLY5,556$4.3M0.51%
41FLEXSHARES TRFLEX64,237$4.2M0.50%
42VISA INCV14,914$4.2M0.49%
43INVESCO EXCHANGE TRADED FD TIVZ24,362$4.1M0.49%
44J P MORGAN EXCHANGE TRADED F46641Q67087,968$4.1M0.49%
45GLOBALSTAR INCGSAT2,657,796$3.9M0.46%
46ISHARES TR4642872007,170$3.8M0.45%
47ISHARES TR46428759821,041$3.8M0.45%
48VANGUARD INDEX FDS92290875116,058$3.7M0.44%
49VANGUARD INDEX FDS92290874422,410$3.6M0.43%
50SCHWAB STRATEGIC TR80852430038,280$3.5M0.42%
51REAVES UTIL INCOME FD756158101125,533$3.4M0.40%
52SELECT SECTOR SPDR TR81369Y70426,345$3.3M0.39%
53TRUMP MEDIA & TECHNOLOGY GRODJTWW120,000$3.3M0.39%
54VANGUARD INDEX FDS9229083636,705$3.2M0.38%
55META PLATFORMS INCMETA6,463$3.1M0.37%
56SELECT SECTOR SPDR TR81369Y80314,033$2.9M0.35%
57VANGUARD INDEX FDS92290862911,658$2.9M0.35%
58PALO ALTO NETWORKS INCPANW10,220$2.9M0.34%
59ISHARES TR46432F84238,953$2.9M0.34%
60SPDR SER TR78464A66497,988$2.7M0.32%
61ISHARES TR46428752311,972$2.7M0.32%
62FIRST TR INTER DURATN PFD &33718W103149,662$2.7M0.32%
63PEPSICO INCPEP15,301$2.7M0.32%
64ISHARES TR46432F33916,152$2.7M0.31%
65ALPHABET INCGOOG16,203$2.5M0.29%
66DISNEY WALT CO25468710619,374$2.4M0.28%
67SPOTIFY TECHNOLOGY S ASPOT8,945$2.4M0.28%
68UNITEDHEALTH GROUP INCUNH4,766$2.4M0.28%
69BLACKSTONE INCBX17,851$2.3M0.28%
70NVIDIA CORPORATIONNVDA2,579$2.3M0.28%
71ISHARES TR46428740812,339$2.3M0.27%
72BROADCOM INCAVGO1,730$2.3M0.27%
73ISHARES TR46428730927,136$2.3M0.27%
74CHEVRON CORP NEWCVX14,410$2.3M0.27%
75AMERICAN CENTY ETF TR02507288524,911$2.2M0.26%
76LOCKHEED MARTIN CORPLMT4,804$2.2M0.26%
77VANGUARD INDEX FDS9229085389,186$2.2M0.26%
78VANGUARD INDEX FDS92290861110,566$2.0M0.24%
79HOME DEPOT INCHD5,170$2.0M0.24%
80VANGUARD WORLD FD92204A7023,671$1.9M0.23%
81JOHNSON & JOHNSONJNJ12,034$1.9M0.23%
82THERMO FISHER SCIENTIFIC INCTMO3,264$1.9M0.23%
83ISHARES TR46428866116,376$1.9M0.22%
84ISHARES TR46428716815,255$1.9M0.22%
85WELLS FARGO CO NEW9497468041,502$1.8M0.22%
86GOLDMAN SACHS GROUP INCGSCE4,337$1.8M0.21%
87BOEING COBA-PA9,326$1.8M0.21%
88SELECT SECTOR SPDR TR81369Y4079,701$1.8M0.21%
89VANGUARD TAX-MANAGED FDS92194385834,692$1.7M0.21%
90BANK AMERICA CORP0605056821,456$1.7M0.21%
91HONEYWELL INTL INC4385161068,114$1.7M0.20%
92NIKE INCNKE17,515$1.6M0.20%
93HASHICORP INC41810010359,199$1.6M0.19%
94ISHARES TR46428755611,556$1.6M0.19%
95ISHARES TR46428772111,573$1.6M0.19%
96ISHARES TR4642876144,606$1.6M0.18%
97ABBVIE INCABBV8,341$1.5M0.18%
98INVESCO EXCHANGE TRADED FD TIVZ14,191$1.5M0.18%
99REGENERON PHARMACEUTICALSREGN1,567$1.5M0.18%
100VANGUARD INDEX FDS9229087695,740$1.5M0.18%
101BANK AMERICA CORP06050510438,995$1.5M0.18%
102SPDR GOLD TRGLD7,176$1.5M0.18%
103FIRST TR EXCH TRADED FD III33739P86328,933$1.4M0.17%
104JOHN HANCOCK EXCHANGE TRADED47804J20624,909$1.4M0.17%
105ETF SER SOLUTIONS26922A45314,039$1.4M0.17%
106SPDR SER TR78464A85422,683$1.4M0.17%
107MCDONALDS CORPMCD4,890$1.4M0.16%
108ISHARES TR46434V86026,961$1.4M0.16%
109KAYNE ANDERSON ENERGY INFRST486606106134,354$1.3M0.16%
110UNION PAC CORPUNP5,322$1.3M0.16%
111SUPER MICRO COMPUTER INCSMCI1,281$1.3M0.15%
112SELECT SECTOR SPDR TR81369Y30816,822$1.3M0.15%
113FIRST TR ENERGY INFRASTRCTR33738C10370,229$1.3M0.15%
114HARTFORD FDS EXCHANGE TRADED41653L50332,047$1.2M0.15%
115AMERICAN CENTY ETF TR02507270319,314$1.2M0.15%
116AMERICAN EXPRESS COAXP5,334$1.2M0.14%
117CATERPILLAR INCCAT3,270$1.2M0.14%
118VANGUARD WORLD FD92204A40511,627$1.2M0.14%
119NETFLIX INCNFLX1,935$1.2M0.14%
120INVESCO EXCHANGE TRADED FD TIVZ76,473$1.2M0.14%
121ISHARES TR46435G42510,105$1.2M0.14%
122SPDR DOW JONES INDL AVERAGE78467X1092,865$1.1M0.14%
123ENTERPRISE PRODS PARTNERS L29379210738,874$1.1M0.13%
124ISHARES TR46428723427,460$1.1M0.13%
125EA SERIES TRUST02072L60732,739$1.1M0.13%
126LEGG MASON ETF INVT52468L50536,739$1.1M0.13%
127WALMART INCWMT17,958$1.1M0.13%
128VANGUARD WHITEHALL FDS9219464068,655$1.0M0.12%
129ISHARES TR4642884149,648$1.0M0.12%
130INVESCO EXCH TRADED FD TR IIIVZ22,241$987,4870.12%
131ISHARES TR46432F3965,069$949,6770.11%
132MERCK & CO INCMRK7,185$948,1190.11%
133MICROSTRATEGY INCSTRK542$923,8720.11%
134COCA COLA COKO15,008$918,1640.11%
135MORGAN STANLEYMS-PQ9,735$916,6840.11%
136SELECT SECTOR SPDR TR81369Y88613,827$907,7430.11%
137ISHARES TR46428832316,805$904,2740.11%
138VANGUARD INDEX FDS9229085125,778$900,8250.11%
139SELECT SECTOR SPDR TR81369Y60521,195$892,7270.11%
140ISHARES TR4642872428,124$884,8700.10%
141PFIZER INCPFE31,587$876,5420.10%
142RTX CORPORATIONRTX8,957$873,5850.10%
143INVESCO EXCH TRADED FD TR IIIVZ13,251$872,8430.10%
144LXP INDUSTRIAL TRUSTLXP-PC95,708$863,2840.10%
145SELECT SECTOR SPDR TR81369Y86021,468$848,6320.10%
146FIRST TR EXCH TRADED FD III33739P85546,218$842,0930.10%
147VANGUARD SPECIALIZED FUNDS9219088444,599$839,8960.10%
148VANGUARD INDEX FDS9229085539,681$837,2540.10%
149ORACLE CORPORCL-PD6,615$830,8700.10%
150VANECK ETF TRUST92189F13030,659$830,8600.10%
151ISHARES TR46428827313,052$826,5880.10%
152FIRST TR EXCHANGE-TRADED FD33738D10126,975$796,5630.09%
153FAIR ISAAC CORPFICO631$788,5040.09%
154PROCTER AND GAMBLE CO7427181094,841$785,5110.09%
155COSTCO WHSL CORP NEW22160K1051,058$775,4680.09%
156STARBUCKS CORPSBUX8,177$747,3000.09%
157ISHARES TR4642876304,658$739,6750.09%
158ISHARES TR4642874578,991$735,2910.09%
159INTUITINTU1,129$733,7060.09%
160ISHARES TR4642874816,418$732,5520.09%
161READY CAPITAL CORPRC-PE78,345$715,2900.08%
162MASTERCARD INCORPORATEDMA1,449$697,7040.08%
163WILLIAMS COS INC96945710017,900$697,5720.08%
164SALESFORCE INCCRM2,195$661,0900.08%
165IMMUNOME INCIMNM25,759$635,7320.08%
166ALIBABA GROUP HLDG LTDBBAAY8,785$635,7090.08%
167ISHARES TR46434V62110,812$627,7460.07%
168VANGUARD INDEX FDS9229085952,349$612,3040.07%
169ISHARES TR4642882575,516$607,4280.07%
170WASTE MGMT INC DEL94106L1092,834$604,1570.07%
171ISHARES TR4642885886,401$591,6000.07%
172SHERWIN WILLIAMS COSHW1,687$585,8840.07%
173DEERE & CODE1,425$585,3090.07%
174AXON ENTERPRISE INCAXON1,865$583,5210.07%
175ISHARES TR4642874657,266$580,2780.07%
176INTERNATIONAL GAME TECHNOLOGINTR25,137$567,8400.07%
177BLACKROCK ETF TRUST IIBLK10,780$565,5300.07%
178VANGUARD ADMIRAL FDS INC9219327033,082$556,1800.07%
179PALANTIR TECHNOLOGIES INCPLTR24,025$552,8150.07%
180LOWES COS INC5486611072,164$551,2870.07%
181NEXTERA ENERGY INCNEE-PW8,606$550,0140.07%
182KRANESHARES TRUST50076773628,843$546,0180.06%
183INTERNATIONAL BUSINESS MACHSINTR2,841$542,5300.06%
184CONSOLIDATED EDISON INCED5,973$542,4270.06%
185JOHN HANCOCK EXCHANGE TRADED47804J84213,985$538,7020.06%
186SPDR SER TR78464A7634,006$525,7480.06%
187COHEN & STEERS REIT & PFD &19247X10024,986$525,4640.06%
188VANECK ETF TRUST92189H4099,816$512,9840.06%
189DIMENSIONAL ETF TRUST25434V70815,636$499,5730.06%
190CISCO SYS INCCSCO9,990$498,5950.06%
191PHILLIPS 66PSX3,031$495,1190.06%
192WEYERHAEUSER CO MTN BEWY13,483$484,1710.06%
193ISHARES INC46434G8226,747$481,4300.06%
194ISHARES TR4642882408,800$469,8160.06%
195NUCOR CORPNUE2,367$468,5250.06%
196ISHARES TR46436E76710,143$457,9660.05%
197FREEPORT-MCMORAN INCFCX9,727$457,3820.05%
198BLACKSTONE SECD LENDING FDBX14,418$449,1140.05%
199ISHARES TR4642885704,428$446,4080.05%
200ISHARES TR4642877969,019$445,5390.05%
201VANGUARD STAR FDS9219097687,220$435,3810.05%
202CAPITAL GROUP GROWTH ETF14020G10113,174$421,4340.05%
203GABELLI EQUITY TR INCGAB-PK76,103$420,0870.05%
204QUALCOMM INCQCOM2,450$414,8490.05%
205TJX COS INC NEW8725401094,058$411,6070.05%
206ISHARES TR4642876713,489$408,9460.05%
207SPDR SER TR78468R7218,795$408,7920.05%
208ADOBE INCADBE796$401,6620.05%
209TEXAS INSTRS INC8825081042,301$400,8510.05%
210GENERAL ELECTRIC CO3696043012,265$397,5170.05%
211CAPITAL GROUP DIVIDEND VALUE14020W10612,096$393,1180.05%
212SCHWAB STRATEGIC TR80852468011,642$392,6710.05%
213VANECK ETF TRUST92189F6761,713$385,4120.05%
214BLACKROCK ETF TRUSTBLK8,666$384,7700.05%
215THOR INDS INC8851601013,199$375,4110.04%
216UBER TECHNOLOGIES INCUBER4,866$374,6330.04%
217BLACKROCK MUN TARGET TERM TRBLK17,780$374,4440.04%
218ISHARES TR46429B6974,459$372,7150.04%
219ISHARES TR46428868711,557$372,4700.04%
220ABBOTT LABSABLZF3,276$372,3470.04%
221ISHARES TR4642876551,764$371,0250.04%
222ENBRIDGE INCENNPF10,203$369,1490.04%
223TRANE TECHNOLOGIES PLCTT1,215$364,8660.04%
224TARGET CORPTGT2,055$364,2130.04%
225ISHARES TR4642888853,486$361,7810.04%
226EOG RES INCEOG2,823$360,9100.04%
227PRUDENTIAL FINL INCPUKPF3,053$358,4580.04%
228AT&T INCT-PC19,902$350,2750.04%
229GLOBAL X FDS37954Y8557,643$346,1410.04%
230SERVICENOW INCNOW452$344,6050.04%
231ACCENTURE PLC IRELANDACN991$343,3470.04%
232GRAYSCALE BITCOIN TR BTCGBTC5,432$343,1390.04%
233ISHARES TR4642874993,988$335,3810.04%
234TOTALENERGIES SETTE4,836$332,8620.04%
235ISHARES TR4642874732,597$325,4820.04%
236EMERSON ELEC COEMR2,870$325,4770.04%
237ISHARES TR46436E5697,988$321,8420.04%
238VANECK ETF TRUST92189F10610,102$319,4270.04%
239PNC FINL SVCS GROUP INC6934751051,950$315,1870.04%
240LENNAR CORPLEN-B1,819$312,8130.04%
241FRANKLIN BSP RLTY TR INC35243J10123,367$312,1830.04%
242LIFEMD INCLFMDP30,208$310,5380.04%
243JANUS DETROIT STR TR47103U7536,343$310,1070.04%
244VERIZON COMMUNICATIONS INCVZ7,235$303,5660.04%
245WELLS FARGO CO NEW9497461015,216$302,3380.04%
246MONDELEZ INTL INC6092071054,318$302,2570.04%
247SPDR SER TR78464A8882,700$301,2930.04%
248CITIGROUP INCC-PR4,738$299,6230.04%
249INTUITIVE SURGICAL INCISRG746$297,7210.04%
250ISHARES TR46436E5517,238$297,3220.04%
251BRISTOL-MYERS SQUIBB COCELG-RI5,476$296,9610.04%
252MARRIOTT INTL INC NEW5719032021,164$293,7320.03%
253ISHARES TR46436E7594,311$293,7080.03%
254J P MORGAN EXCHANGE TRADED F46654Q2035,329$289,0550.03%
255VALERO ENERGY CORPVLO1,679$286,6580.03%
256SELECT SECTOR SPDR TR81369Y1003,061$284,2910.03%
257ISHARES TR4642888775,216$283,7700.03%
258BANK MONTREAL QUE0636711012,857$279,0720.03%
259VANGUARD WORLD FD92204A5041,029$278,3420.03%
260SPDR SER TR78464A6311,963$275,8750.03%
261GLOBAL X FDS37954Y3435,686$274,1850.03%
262INVESCO EXCH TRADED FD TR IIIVZ11,306$268,7440.03%
263THE CIGNA GROUP125523100738$267,8600.03%
264BLACKROCK INCBLK321$267,2240.03%
265ENERGY TRANSFER L PET-PI16,912$266,0300.03%
266COMCAST CORP NEWCCZ6,076$263,3770.03%
267DELTA AIR LINES INC DELDAL5,469$261,8150.03%
268PROGRESS SOFTWARE CORP7433121004,905$261,4860.03%
269UNITED RENTALS INCURI361$260,5030.03%
270MARATHON PETE CORPMARA1,289$259,7530.03%
271ISHARES TR46436E5446,600$258,5190.03%
272EDWARDS LIFESCIENCES CORPEW2,679$256,0050.03%
273BANK NOVA SCOTIA HALIFAX0641491074,916$254,5500.03%
274MEDTRONIC PLCMDT2,910$253,5830.03%
275NOVARTIS AGNVSEF2,620$253,4000.03%
276MICRON TECHNOLOGY INCMU2,121$250,0260.03%
277KINDER MORGAN INC DELEP-PC13,550$248,5150.03%
278PIMCO DYNAMIC INCOME FD72201Y10112,852$247,9160.03%
279ADVANCED MICRO DEVICES INCAMD1,359$245,2860.03%
280NUVEEN QUALITY MUNCP INCOMENU21,220$243,1860.03%
281ISHARES TR4642871502,087$240,6360.03%
282AECOMACM2,434$238,7400.03%
283FIRST TR EXCHANGE TRADED FD33734X8464,146$233,7780.03%
284PROSHARES TR74348A4672,301$233,3650.03%
285CVS HEALTH CORPCVS2,922$233,0370.03%
286SCHWAB STRATEGIC TR8085247972,861$230,6640.03%
287ISHARES TR46434V6135,043$229,9100.03%
288ARROWMARK FINANCIAL CORPBANX12,077$229,4020.03%
289INTEL CORPINTC5,172$228,4330.03%
290SPDR SER TR78464A7974,839$227,9350.03%
291ISHARES TR464287101912$225,5220.03%
292FRANKLIN TEMPLETON ETF TRFGDL9,110$223,4710.03%
293COASTAL FINL CORP WA19046P2095,744$223,2690.03%
294RESTAURANT BRANDS INTL INC76131D1032,806$222,9370.03%
295PIONEER NAT RES CO723787107849$222,8630.03%
296EQUINIX INCEQIX269$222,0140.03%
297WAYFAIR INCW3,243$220,1350.03%
298BLOCK INCBSQKZ2,597$219,6540.03%
299ISHARES TR4642888021,984$216,6130.03%
300SCHWAB STRATEGIC TR8085244092,785$211,5930.03%
301PUBLIC SVC ENTERPRISE GRP IN7445731063,143$209,9130.02%
302ISHARES TR46429B2679,188$209,2100.02%
303ISHARES TR464287648770$208,5720.02%
304ISHARES TR46432F8343,055$207,3430.02%
305GRAINGER W W INC384802104201$204,4770.02%
306TRAVELERS COMPANIES INCTRV879$202,2670.02%
307APPLIED MATLS INC038222105973$200,5640.02%
308ENOVIX CORPORATIONENVX11,200$89,7120.01%
309LILIUM N VLILMF90,000$86,4000.01%
310CASTELLUM INCCTM250,000$65,0500.01%
311CHECKPOINT THERAPEUTICS INC16282820630,000$61,5000.01%
312GINKGO BIOWORKS HOLDINGS INCDNABW10,000$11,6000.00%
313NEW YORK CMNTY BANCORP INC64944590315,000$10,5000.00%
314LILIUM N VLILMF40,000$3,4600.00%