Magnolia Private Wealth, LLC Incresed Positions in Q2 2025

Magnolia Private Wealth, LLC

  • $129 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
22.1K
+ 30.57%
$81.38 - $100.82 $1.8M - $2.23M
94.5K $9.53B
TYA
Simplify Exchange Traded Fds S

ETFs
121K
+ 124.85%
N/A
219K $2.95B
AVEM
American Centy ETF Tr Avantis

ETFs
26.6K
+ 94.25%
$53.08 - $68.54 $1.41M - $1.82M
54.7K $3.75B
AVGE
American Centy ETF Tr Avantis
13.3K
+ 59.19%
N/A
35.7K $2.77B
CTA
Simplify Exch Traded Fds Simpl

ETFs
45.7K
+ 172.87%
$26.61 - $29.9 $1.22M - $1.37M
72.1K $1.93B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
17K
+ 11.79%
$49.79 - $50.75 $845K - $861K
161K $8.16B
Janus Henderson Securitized Income ETF
15.8K
+ 111.95%
N/A
29.8K $1.57B
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
49.6K
+ 266.04%
$17.61 - $21.46 $873K - $1.06M
68.2K $1.21B
TSLA
Tesla, Inc.

Consumer Cyclical
2.27K
+ 198.25%
$221.86 - $362.89 $504K - $824K
3.42K $1.09B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
12.7K
+ 162.4%
$50.34 - $51.86 $641K - $661K
20.6K $1.06B
NVDA
Nvidia Corp

Technology
799
+ 13.6%
$94.31 - $157.99 $75.4K - $126K
6.67K $1.05B
DFAI
Dimensional ETF Tr

ETFs
2.26K
+ 3.84%
$28.02 - $34.71 $63.2K - $78.3K
61K $2.11B
NFLX
Netflix Inc

Communication Services
11
+ 2.1%
$855.86 - $1339.13 $9.41K - $14.7K
534 $715M
AVRE
American Centy ETF Tr Avantis
4.52K
+ 84.14%
$38.75 - $44.92 $175K - $203K
9.89K $437M
META
Meta Platforms, Inc.

Communication Services
81
+ 11.39%
$484.66 - $738.09 $39.3K - $59.8K
792 $585M
GOOGL
Alphabet Inc.

Communication Services
186
+ 5.16%
$144.7 - $178.6 $26.9K - $33.2K
3.79K $668M
GOOG
Alphabet Inc.

Communication Services
69
+ 1.59%
$146.58 - $180.01 $10.1K - $12.4K
4.42K $784M
LPLA
Lpl Financial Holdings Inc.

Financial Services
33
+ 2.03%
$283.31 - $388.96 $9.35K - $12.8K
1.66K $623M
RSP
Invesco S&P 500 Equal Weight E

ETFs
200
+ 4.57%
$152.93 - $181.74 $30.6K - $36.3K
4.58K $831M
GE
General Electric CO

Industrials
15
+ 1.29%
$166.81 - $257.39 $2.5K - $3.86K
1.18K $304M
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.54K
+ 19.05%
$46.79 - $48.56 $72K - $74.7K
9.61K $463M
DFAE
Dimensional ETF Tr

ETFs
344
+ 2.1%
$22.87 - $28.95 $7.87K - $9.96K
16.7K $484M
MA
Mastercard Inc

Financial Services
22
+ 2.48%
$479.92 - $590.74 $10.6K - $13K
909 $511M
V
Visa Inc.

Financial Services
58
+ 6.73%
$308.27 - $373.31 $17.9K - $21.7K
920 $327M
Simplify Mbs ETF
8
+ 0.13%
N/A
6.21K $311M
ACN
Accenture PLC

Technology
18
+ 1.54%
$279.23 - $323.21 $5.03K - $5.82K
1.19K $356M
Activity Summary
Buys All Purchases 35 New Holdings 8 Increased Positions 27 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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