StockDriftsStockDriftsTop 50 Magnus Financial Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 8.45% | 1.84M | $104.0M | +4.05%(+71.47K) | $37.71(+59.01%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.88% | 137.4K | $60.0M | -0.55%(-764) | $43.16(+95.36%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.71% | 858.3K | $58.0M | +5.33%(+43.46K) | $44.28(+65.45%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.29% | 579.4K | $40.4M | +2.97%(+16.72K) | $51.27(+56.32%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.22% | 318.5K | $39.6M | +3.68%(+11.30K) | $87.41(+58.00%) | 2026-03-31 | |
| TPYP | TORTOISE CAPITAL SERIES TRUS | 2.93% | 850.2K | $36.0M | -1.24%(-10.71K) | $19.92(+116.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.85% | 138.1K | $35.0M | -6.06%(-8.91K) | $131.62(+115.90%) | 2026-03-31 | |
| FPE | FIRST TR EXCH TRADED FD III | 2.72% | 1.89M | $33.5M | +5.84%(+104.03K) | $17.92(+0.98%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.28% | 505.2K | $28.0M | +8.11%(+37.88K) | $53.75(+9.89%) | 2026-03-31 | |
| IYF | ISHARES TR | 1.98% | 206.6K | $24.3M | +2.98%(+5.97K) | $68.04(+81.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.15% | +30.04% |
| Top 20 Holdings Unweighted | +8.47% | +27.63% |
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