Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MAGNUS FINANCIAL GROUP LLC | 05-03-2024 | 03-31-2024 | 314 | 842,954,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 VL | 1 | $75,637,026 | 1,509,721 | 0.01 | 0.01 | 26,838 | 1.81 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 2 | $41,961,022 | 690,830 | 0.00 | 0.00 | 557,058 | 416.42 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $39,553,684 | 114,915 | 0.00 | 0.00 | 9,957 | 9.49 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 4 | $34,503,296 | 596,324 | 0.00 | 0.00 | 14,679 | 2.52 | 03-31-2024 |
