Magnus Financial Group LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Magnus Financial Group LLC reported 360 stock positions worth $1.0 billion. Its top holding was SS SPDR P S&P 500 Value ETF (SPYV) at 8.6% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 4.7%) and iShares Core S&P Midcap ETF (IJH, 4.4%). Compared with Q4 2024, it opened 27 new positions, sold out of 24, added to 190 and reduced 121. The biggest buy was a new position in Bitwise Bitcoin ETF (BITB) and the biggest sale iShares Bitcoin Trust ETF (IBIT, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001765216
- Portfolio Value
- $1.0B (Q1 2025)
- SEC Filing
- 0001951757-25-000315 ↗ filed Apr 11, 2025
Holdings Value
Holdings 360 stocks · $1.0B
| SPYV SS SPDR P S&P 500 Value ETF | 8.56% | 1,724,275 | $88.1M | Add +3.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.70% | 130,451 | $48.4M | Reduce -0.0% |
| IJH iShares Core S&P Midcap ETF | 4.39% | 774,389 | $45.2M | Add +4.0% |
| JEPI JPMorgan Equity Premium Inco | 3.23% | 581,397 | $33.2M | Add +1.3% |
| IJR iShares Core S&P Small-Cap E | 3.11% | 306,106 | $32.0M | Reduce -1.6% |
| AAPL Apple Inc. | 3.00% | 139,120 | $30.9M | Add +7.0% |
| TPYP Managed Portfolio Series | 3.00% | 849,398 | $30.9M | Add +2.0% |
| IEMG iShares Core MSCI Emerging | 2.66% | 506,912 | $27.4M | Add +3.0% |
| FPE FT-Preferred Secur & Inc. ETF | 2.61% | 1,525,910 | $26.8M | Add +3.0% |
| IYF iShares US Financials ETF | 2.15% | 195,534 | $22.1M | Add +1.2% |
| JMUB JPMorgan Municipal ETF | 1.74% | 357,320 | $17.9M | Add +1.5% |
| JCPB JPMorgan Core Plus Bond ETF | 1.51% | 329,315 | $15.5M | Add +13.9% |
| JPIE JPMorgan Income ETF | 1.37% | 306,208 | $14.1M | Add +2.3% |
| IYR iShares US Real Estate ETF | 1.35% | 144,650 | $13.9M | Add +5.6% |
| JPM JPMorgan Chase & Co. | 1.31% | 54,811 | $13.4M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.28% | 23,526 | $13.2M | Add +0.4% |
| AMZN Amazon.com Inc. | 1.28% | 68,963 | $13.1M | Reduce -2.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.16% | 148,053 | $11.9M | Add +2.5% |
| JAAA Janus Henderson Aaa Clo ETF | 1.09% | 221,218 | $11.2M | Add +3.9% |
| MSFT Microsoft Corp. | 1.09% | 29,875 | $11.2M | Reduce -0.4% |
| JHMD John Hancock MF Dev Intl ETF | 1.08% | 316,749 | $11.1M | Add +3.4% |
| IBIT iShares Bitcoin Trust ETF | 0.98% | 215,237 | $10.1M | Reduce -36.9% |
| VWO Vanguard Ftse Emerging Marke | 0.95% | 215,258 | $9.7M | Add +5.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.90% | 116,701 | $9.2M | Add +4.3% |
| JNJ Johnson & Johnson | 0.83% | 51,451 | $8.5M | Reduce -32.7% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.82% | 107,684 | $8.4M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 0.76% | 15,243 | $7.8M | Add +9.4% |
| BITB Bitwise Bitcoin ETF | 0.75% | 172,152 | $7.7M | New |
| VOOG Vanguard S&P 500 Growth ETF | 0.71% | 21,779 | $7.3M | Reduce -0.1% |
| FTGC First Trust Global Tactical | 0.69% | 277,699 | $7.1M | Add +4.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 12,734 | $6.8M | Add +1.8% |
| VTIP Vanguard Short-Term Tips | 0.65% | 133,036 | $6.6M | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 0.64% | 55,551 | $6.6M | Reduce -1.6% |
| RSP Invesco S&P 500 Equal Weight | 0.64% | 38,134 | $6.6M | Add +16.1% |
| AVDV Avantis Intl S/C Value ETF | 0.62% | 91,560 | $6.4M | Add +5.8% |
| DIVO Amplify CWP Enhan Divid ETF | 0.61% | 154,312 | $6.3M | Reduce -1.0% |
| UTG Reaves Utility Income Fund | 0.59% | 187,075 | $6.1M | Add +7.6% |
| GOOGL Alphabet Inc. Class A | 0.59% | 39,128 | $6.1M | Reduce -2.1% |
| TSLA Tesla Inc. | 0.58% | 23,091 | $6.0M | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 12,463 | $5.8M | Add +8.0% |
| META Meta Platforms Inc. Class A | 0.55% | 9,868 | $5.7M | Reduce -0.4% |
| XLV SS Health Care Select Sector | 0.55% | 38,555 | $5.6M | Add +4.6% |
| XLE SS Energy Select Sector | 0.53% | 58,797 | $5.5M | Reduce -8.2% |
| V Visa Inc. Class A | 0.53% | 15,522 | $5.4M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 0.49% | 6,131 | $5.1M | Add +1.7% |
| PDBC Invesco Optimum Yield Divers | 0.48% | 362,667 | $4.9M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.48% | 31,564 | $4.9M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 0.47% | 8,530 | $4.8M | Reduce -1.0% |
| FMB First Trust Managed Municipa | 0.46% | 94,619 | $4.8M | Reduce -5.2% |
| XLI SS Industrial Select Sector | 0.45% | 35,033 | $4.6M | Add +16.4% |
| NVDA Nvidia Corp. | 0.44% | 41,745 | $4.5M | Add +12.0% |
| QDF NT Qual Div ETF | 0.43% | 65,241 | $4.5M | Add +0.8% |
| FMNY First Trust NY Muni High Inc. | 0.43% | 167,409 | $4.4M | Add +1.1% |
| USFR Wisdomtree Floating Rate Tre | 0.41% | 84,554 | $4.3M | Reduce -15.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.41% | 18,801 | $4.2M | Reduce -2.8% |
| GSAT Globalstar Inc. | 0.39% | 192,412 | $4.0M | Reduce -92.9% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.39% | 111,204 | $4.0M | Add +28.2% |
| PANW Palo Alto Networks Inc. | 0.38% | 22,948 | $3.9M | Add +3.3% |
| IWD iShares Russell 1000 Value E | 0.36% | 19,765 | $3.7M | Add +0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.36% | 21,329 | $3.7M | Add +1.9% |
| QUAL iShares MSCI USA Quality Fac | 0.36% | 21,381 | $3.7M | Reduce -7.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.35% | 70,313 | $3.6M | Add +23.2% |
| CVX Chevron Corp. | 0.35% | 21,752 | $3.6M | Add +2.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.34% | 29,589 | $3.5M | Add +17.7% |
| SPOT Spotify Technology SA | 0.34% | 6,343 | $3.5M | Add +0.0% |
| CGGR Cap Group Growth Equity | 0.34% | 101,334 | $3.5M | Add +18.3% |
| IVW iShares S&P 500 Growth ETF | 0.32% | 35,587 | $3.3M | Add +3.5% |
| SCHG Schwab US Large-Cap Growth | 0.32% | 130,308 | $3.3M | Add +2.3% |
| IVE iShares S&P 500 Value ETF | 0.31% | 16,925 | $3.2M | Add +14.6% |
| XLK SS Technology Select Sector | 0.29% | 14,560 | $3.0M | Reduce -12.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.29% | 11,446 | $3.0M | Reduce -1.6% |
| VGT Vanguard Info Tech ETF | 0.28% | 5,326 | $2.9M | Add +7.4% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 5,771 | $2.9M | Add +1.2% |
| XLF SS Financial Select Sector | 0.28% | 57,544 | $2.9M | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.28% | 17,044 | $2.9M | Reduce -7.5% |
| KYN Kayne Anderson Energy Infra | 0.27% | 220,215 | $2.8M | Add +12.7% |
| BX Blackstone Inc. | 0.27% | 20,179 | $2.8M | Add +5.1% |
| JSI JH Securitized Income ETF | 0.27% | 53,864 | $2.8M | Reduce -3.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.27% | 34,041 | $2.8M | Reduce -7.2% |
| XLP SS Consumer Staples Sel Sect | 0.26% | 33,010 | $2.7M | Add +18.3% |
| UNH Unitedhealth Group Inc. | 0.26% | 5,046 | $2.6M | Add +1.5% |
| FPF First TR Interm Dur & Inc. | 0.25% | 138,551 | $2.5M | Add +5.1% |
| HD Home Depot Inc. | 0.24% | 6,718 | $2.5M | Reduce -1.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.23% | 12,923 | $2.4M | Reduce -6.8% |
| LMT Lockheed Martin Corp. | 0.22% | 5,115 | $2.3M | Add +1.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.22% | 28,854 | $2.3M | Add +17.1% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 26,884 | $2.3M | Reduce -3.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.22% | 9,168 | $2.2M | Add +0.1% |
| GLD SPDR Gold Shares | 0.22% | 7,780 | $2.2M | Add +5.8% |
| IWF iShares Russell 1000 Growth | 0.22% | 6,169 | $2.2M | Add +26.1% |
| SOXX iShares Semiconductor ETF | 0.22% | 11,828 | $2.2M | Reduce -11.0% |
| PEP Pepsico Inc. | 0.21% | 14,465 | $2.2M | Add +0.3% |
| GS Goldman Sachs Group Inc. | 0.21% | 3,943 | $2.2M | Add +3.8% |
| XLY SS Consumer Disc Select Sect | 0.21% | 10,820 | $2.1M | Reduce -8.4% |
| DVY iShares Select Dividend ETF | 0.21% | 15,767 | $2.1M | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 21,301 | $2.1M | Add +2.4% |
| AVUS Avantis U.S. Equity ETF | 0.20% | 21,905 | $2.0M | Reduce -3.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.19% | 72,772 | $2.0M | Reduce -19.1% |
| HON Honeywell International Inc. | 0.19% | 9,155 | $1.9M | Add +2.5% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 36,981 | $1.9M | Add +3.5% |
Options reported separately and not counted above: AMAZON COM INC calls ($542K), ALPHABET INC calls ($266K), STATE STR SPDR S&P 500 ETF T calls ($149K), VITL calls ($2K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $3.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 1,409 | $1.7M | Add +2.0% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 1,361 | $1.7M | Add +12.2% |
Total filed on the 13F, all lines: $1.0B.
Portfolio Sells Q4 2024 → Q1 2025
| IBIT iShares Bitcoin Trust ETF | Reduce -36.9% | 0.98% | −0.77 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.0% | 4.70% | −0.49 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.6% | 3.11% | −0.36 |
| JNJ Johnson & Johnson | Reduce -32.7% | 0.83% | −0.24 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 1.28% | −0.22 |
| GSAT Globalstar Inc. | Reduce -92.9% | 0.39% | −0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 0.59% | −0.14 |
| AVGO Broadcom Inc. | Reduce -7.5% | 0.28% | −0.14 |
| MSFT Microsoft Corp. | Reduce -0.4% | 1.09% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.48% | −0.11 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -44.4% | 0.13% | −0.11 |
| XLK SS Technology Select Sector | Reduce -12.5% | 0.29% | −0.08 |
| USFR Wisdomtree Floating Rate Tre | Reduce -15.8% | 0.41% | −0.08 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -0.1% | 0.71% | −0.07 |
| SOXX iShares Semiconductor ETF | Reduce -11.0% | 0.22% | −0.06 |
| ESGU iShares ESG Aware MSCI USA | Reduce -43.5% | 0.06% | −0.05 |
| XLY SS Consumer Disc Select Sect | Reduce -8.4% | 0.21% | −0.05 |
| CTM Castellum Inc. | Sold out | 0.00% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.8% | 0.41% | −0.04 |
| QUAL iShares MSCI USA Quality Fac | Reduce -7.0% | 0.36% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -42.7% | 0.05% | −0.04 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.04 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -19.1% | 0.19% | −0.04 |
| IBB iShares Biotechnology ETF | Reduce -18.9% | 0.13% | −0.04 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.03 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -6.8% | 0.23% | −0.03 |
| FMB First Trust Managed Municipa | Reduce -5.2% | 0.46% | −0.03 |
| DGRO iShares Core Dividend Growth | Reduce -26.6% | 0.08% | −0.03 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -18.3% | 0.10% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -42.0% | 0.04% | −0.03 |
| ACM Aecom | Reduce -48.0% | 0.02% | −0.03 |
| AVAV Aerovironment Inc. | Sold out | 0.00% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -1.0% | 0.47% | −0.03 |
| IONQ Ionq Inc. | Sold out | 0.00% | −0.03 |
| MS Morgan Stanley | Reduce -8.9% | 0.13% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -1.3% | 0.16% | −0.02 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.02 |
| GM General Motors Co. | Sold out | 0.00% | −0.02 |
| HEI Heico Corp. | Sold out | 0.00% | −0.02 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -14.4% | 0.12% | −0.02 |
| LIT Global X Lithium & Battery T | Sold out | 0.00% | −0.02 |
| IGM iShares Expanded Tech Sector | Sold out | 0.00% | −0.02 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.02 |
| REGN Regeneron Pharmaceuticals | Reduce -18.7% | 0.06% | −0.02 |
| BKR Baker Hughes Co. | Sold out | 0.00% | −0.02 |
| XYZ Block Inc. | Sold out | 0.00% | −0.02 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| BITB Bitwise Bitcoin ETF | New | 0.75% | +0.75 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +3.6% | 8.56% | +0.32 |
| TPYP Managed Portfolio Series | Add +2.0% | 3.00% | +0.25 |
| JCPB JPMorgan Core Plus Bond ETF | Add +13.9% | 1.51% | +0.21 |
| IEMG iShares Core MSCI Emerging | Add +3.0% | 2.66% | +0.17 |
| JHMD John Hancock MF Dev Intl ETF | Add +3.4% | 1.08% | +0.12 |
| IYR iShares US Real Estate ETF | Add +5.6% | 1.35% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.8% | 0.66% | +0.11 |
| PCMM BBLX Private Credit Clo ETF | New | 0.10% | +0.10 |
| CGDV Cap Group Dividend Value | Add +28.2% | 0.39% | +0.09 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +1.1% | 0.82% | +0.09 |
| RSP Invesco S&P 500 Equal Weight | Add +16.1% | 0.64% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +5.8% | 0.95% | +0.08 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.08% | +0.08 |
| AVDV Avantis Intl S/C Value ETF | Add +5.8% | 0.62% | +0.07 |
| IYF iShares US Financials ETF | Add +1.2% | 2.15% | +0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.07% | +0.07 |
| FTGC First Trust Global Tactical | Add +4.6% | 0.69% | +0.07 |
| PM Philip Morris International | Add +107.7% | 0.11% | +0.07 |
| FPE FT-Preferred Secur & Inc. ETF | Add +3.0% | 2.61% | +0.07 |
| SPOT Spotify Technology SA | Add +0.0% | 0.34% | +0.06 |
| XLI SS Industrial Select Sector | Add +16.4% | 0.45% | +0.06 |
| IEI iShares 3-7 Year Treasury Bo | Add +17.7% | 0.34% | +0.06 |
| UTG Reaves Utility Income Fund | Add +7.6% | 0.59% | +0.06 |
| XLV SS Health Care Select Sector | Add +4.6% | 0.55% | +0.06 |
| CVX Chevron Corp. | Add +2.2% | 0.35% | +0.06 |
| IEUR iShares Core MSCI Europe ETF | Add +64.1% | 0.12% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +1.3% | 1.31% | +0.05 |
| XLP SS Consumer Staples Sel Sect | Add +18.3% | 0.26% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.3% | 0.90% | +0.05 |
| SCHQ Schwab Long-Term US Treasury | New | 0.05% | +0.05 |
| XLC SS Comm Select Sector SPDR | Add +46.6% | 0.15% | +0.05 |
| ITM Vaneck Intermediate Muni ETF | New | 0.05% | +0.05 |
| JPIE JPMorgan Income ETF | Add +2.3% | 1.37% | +0.05 |
| BABA Alibaba Group Holding-SP ADR | Add +4.2% | 0.12% | +0.05 |
| GLD SPDR Gold Shares | Add +5.8% | 0.22% | +0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Add +3.9% | 1.09% | +0.04 |
| MO Altria Group Inc. | New | 0.04% | +0.04 |
| NLY Annaly Capital Management Inc. | New | 0.04% | +0.04 |
| JEPQ JPM Nasdaq Equity Premium | Add +23.2% | 0.35% | +0.04 |
| LLY Eli Lilly & Co. | Add +1.7% | 0.49% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +164.5% | 0.06% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +17.1% | 0.22% | +0.04 |
| PFFA Virtus Infracap US Pref STCK | New | 0.04% | +0.04 |
| IVE iShares S&P 500 Value ETF | Add +14.6% | 0.31% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +9.4% | 0.76% | +0.03 |
| KYN Kayne Anderson Energy Infra | Add +12.7% | 0.27% | +0.03 |
| CIBR First Trust Nasdaq Cybersecu | Add +109.6% | 0.06% | +0.03 |
| TSLX Sixth Street Specialty Lendi | New | 0.03% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +1.3% | 3.23% | +0.03 |
Options Activity Q4 2024 → Q1 2025
| AMAZON COM INC | call | Add +20.0% | 6,000 | $542K |
| ALPHABET INC | call | Add +150.0% | 5,000 | $266K |
| APPLE INC | call | Sold out | 2,000 | $231Kbefore exit |
| STATE STR SPDR S&P 500 ETF T | call | New | 10,000 | $149K |
| TBT Proshares Ultrashort 20+Y TR | call | Sold out | 10,000 | $25Kbefore exit |
| VITL Vital Farms Inc. | call | New | 30,000 | $2K |
| FLG Flagstar Bank NA | call | Sold out | 25,000 | $1Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +2.0% | 1,409 | $1.7M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +12.2% | 1,361 | $1.7M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 383 | $1.4B | SPYV, VUG, IJH, IEMG, IJR |
| Q1 2026 | 365 | $1.2B | SPYV, VUG, IJH, IEMG, IJR |
| Q4 2025 | 412 | $1.3B | SPYV, VUG, IJH, AAPL, IEMG |
| Q3 2025 | 395 | $1.3B | SPYV, VUG, IJH, IJR, IEMG |
| Q2 2025 | 375 | $1.1B | SPYV, VUG, IJH, IJR, IEMG |
| Q1 2025 | 360 | $1.0B | SPYV, VUG, IJH, JEPI, IJR |
| Q4 2024 | 357 | $1.0B | SPYV, VUG, IJH, IJR, JEPI |
| Q3 2024 | 336 | $979.9M | SPYV, VUG, IJH, IJR, JEPI |
| Q2 2024 | 314 | $886.9M | SPYV, VUG, IJH, IJR, AAPL |
| Q1 2024 | 309 | $836.1M | SPYV, IJH, VUG, JEPI, IJR |