Magnolia Private Wealth, LLC Purchases and Sells in Q2 2025

Magnolia Private Wealth, LLC

$129 Billion
Q2 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	22.1K + 30.57%	$81.38 - $100.82 $1.8M - $2.23M	94.5K $9.53B
TYA	121K + 124.85%	N/A	219K $2.95B
AVEM	26.6K + 94.25%	$53.08 - $68.54 $1.41M - $1.82M	54.7K $3.75B
AVGE	13.3K + 59.19%	N/A	35.7K $2.77B
CTA	45.7K + 172.87%	$26.61 - $29.9 $1.22M - $1.37M	72.1K $1.93B
JAAA	17K + 11.79%	$49.79 - $50.75 $845K - $861K	161K $8.16B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MKL	274 New	$1678.5 - $1997.36 $460K - $547K	274 $547M
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF	4.17K New	N/A	4.17K $421M
APH	3.16K New	$59.09 - $98.75 $186K - $312K	3.16K $312M
SPY	450 New	$496.48 - $617.85 $223K - $278K	450 $278M
AVGO	856 New	$146.29 - $275.65 $125K - $236K	856 $236M
XLY	1.01K New	$176.34 - $218.59 $178K - $220K	1.01K $219M

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	-35.2K - 48.38%	$100.35 - $100.71 $3.53M - $3.54M	37.5K $3.78B
BILS	-17.5K - 40.37%	$99.1 - $99.49 $1.73M - $1.74M	25.8K $2.57B
ALPHA ARCHITECT 1-3 MONTH BOX ETF	-6.76K - 43.13%	N/A	8.91K $1B
FNDX	-33.9K - 13.16%	$20.84 - $24.54 $706K - $832K	224K $5.49B
VTEB	-11.6K - 45.13%	$48.13 - $49.85 $557K - $577K	14.1K $690M
KMLM	-312K - 79.83%	$25.36 - $27.19 $7.91M - $8.48M	78.8K $2.08B

Activity Summary All Purchases 35 New Holdings 8 Increased Positions 27 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

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