Magnolia Private Wealth, LLC Purchases and Sells in Q1 2025

Magnolia Private Wealth, LLC

$121 Billion
Q1 2025

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	2.23K + 86.02%	$554.06 - $615.85 $1.24M - $1.38M	4.83K $2.71B
AVDE	103K + 190.1%	$60.63 - $68.55 $6.26M - $7.08M	158K $4.44B
GDE	164K + 414.87%	$37.13 - $42.37 $6.09M - $6.95M	204K $2.49B
AVUS	11K + 17.9%	$90.7 - $101.57 $997K - $1.12M	72.4K $6.69B
DFAI	20.5K + 53.41%	$28.88 - $32.4 $591K - $663K	58.8K $1.83B
KMLM	323K + 477.47%	$26.82 - $28.5 $8.67M - $9.21M	391K $2.61B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	209K New	$59.61 - $66.71 $12.4M - $13.9M	209K $853M
JANUS HENDERSON SECURITIZED INCOME ETF	14.1K New	N/A	14.1K $737M
XLK	2.15K New	$206.38 - $242.18 $443K - $519K	2.15K $443M
TYA	97.3K New	N/A	97.3K $370M
IWP	2.42K New	$114.9 - $139.6 $278K - $338K	2.42K $284M
ABT	1.96K New	$111.1 - $140.22 $218K - $275K	1.96K $260M

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	-15.1K - 17.18%	$100.34 - $100.68 $1.51M - $1.52M	72.7K $7.32B
ALPHA ARCHITECT 1-3 MONTH BOX ETF	-9.25K - 37.1%	N/A	15.7K $1.75B
VTV	-3.07K - 30.79%	$167.73 - $179.21 $515K - $551K	6.91K $1.19B
AGG	-5.24K - 46.26%	$95.85 - $99.25 $503K - $520K	6.09K $602M
JAAA	-8.57K - 5.62%	$50.48 - $51.04 $432K - $437K	144K $7.3B
VXF	-1.4K - 22.4%	$170.36 - $201.04 $238K - $281K	4.84K $834M

Activity Summary All Purchases 56 New Holdings 13 Increased Positions 43 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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