Magnolia Capital Advisors LLC Purchases in Q2 2025

Magnolia Capital Advisors LLC

  • $378 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
248
+ 2.3%
$21.59 - $24.84 $5.35K - $6.16K
11K $267K
KO
Coca Cola CO

Consumer Defensive
52
+ 0.53%
$68.37 - $73.9 $3.56K - $3.84K
9.78K $691K
MCD
Mcdonalds Corp

Consumer Cyclical
24
+ 3.39%
$285.55 - $321.23 $6.85K - $7.71K
733 $214K
AFL
Aflac Inc

Financial Services
10
+ 0.4%
$99.77 - $112.45 $998 - $1.12K
2.48K $261K
SPG
Simon Property Group Inc

Real Estate
4
+ 0.14%
$140.37 - $171.44 $561 - $686
2.8K $449K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.19%
$157.66 - $172.39 $473 - $517
1.61K $256K
IQV
Iqvia Holdings Inc.

Healthcare
325
+ 8.35%
$137.0 - $174.37 $44.5K - $56.7K
4.22K $664K
WY
Weyerhaeuser CO

Real Estate
298
+ 3.35%
$24.69 - $29.48 $7.36K - $8.79K
9.19K $236K
BMY
Bristol Myers Squibb CO

Healthcare
514
+ 12.92%
$44.12 - $59.6 $22.7K - $30.6K
4.49K $207K
XLE
Energy Sector Spdr

ETFs
147
+ 2.46%
$76.44 - $94.13 $11.2K - $13.8K
6.12K $518K
VZ
Verizon Communications Inc

Communication Services
614
+ 1.45%
$41.67 - $45.62 $25.6K - $28K
43.1K $1.86M
CRGY
Crescent Energy CO

Energy
806
+ 1.89%
$7.29 - $11.18 $5.88K - $9.01K
43.4K $373K
MRCC
Monroe Capital Corp

Financial Services
8.25K
+ 6.72%
$6.15 - $7.66 $50.8K - $63.2K
131K $834K
JNJ
Johnson & Johnson

Healthcare
366
+ 2.62%
$146.36 - $159.82 $53.6K - $58.5K
14.3K $2.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
393
+ 4.77%
$483.48 - $539.8 $190K - $212K
8.64K $4.2M
AAPL
Apple Inc.

Technology
640
+ 1.4%
$172.42 - $223.89 $110K - $143K
46.5K $9.53M
UNH
Unitedhealth Group Inc

Healthcare
560
+ 11.63%
$274.35 - $599.47 $154K - $336K
5.37K $1.68M
Activity Summary
Buys All Purchases 118 New Holdings 19 Increased Positions 99 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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