Magnolia Private Wealth, LLC Incresed Positions in Q1 2025

Magnolia Private Wealth, LLC

  • $121 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.23K
+ 86.02%
$554.06 - $615.85 $1.24M - $1.38M
4.83K $2.71B
AVDE
American Centy ETF Tr Avantis

ETFs
103K
+ 190.1%
$60.63 - $68.55 $6.26M - $7.08M
158K $4.44B
GDE
Wisdomtree Tr Efficient Gold P

ETFs
164K
+ 414.87%
$37.13 - $42.37 $6.09M - $6.95M
204K $2.49B
AVUS
American Centy ETF Tr Avantis

ETFs
11K
+ 17.9%
$90.7 - $101.57 $997K - $1.12M
72.4K $6.69B
DFAI
Dimensional ETF Tr

ETFs
20.5K
+ 53.41%
$28.88 - $32.4 $591K - $663K
58.8K $1.83B
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
323K
+ 477.47%
$26.82 - $28.5 $8.67M - $9.21M
391K $2.61B
AVGE
American Centy ETF Tr Avantis
9.94K
+ 79.57%
N/A
22.4K $1.6B
Return Stacked U.S. Stocks & Managed Futures ETF
151K
+ 239.43%
N/A
214K $2.19B
IEF
Ishares Barclays

ETFs
191K
+ 2682.71%
$91.17 - $95.39 $17.4M - $18.2M
198K $1.33B
TUA
Simpl Exch Traded Fds Sht Term
173K
+ 58.11%
N/A
470K $6.96B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
187
+ 5.79%
$442.66 - $534.52 $82.8K - $100K
3.42K $1.82B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.79K
+ 6.9%
$99.16 - $99.52 $277K - $278K
43.3K $4.31B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.71K
+ 63.98%
$169.43 - $182.84 $289K - $312K
4.38K $758M
AVEM
American Centy ETF Tr Avantis

ETFs
3.19K
+ 12.78%
$57.11 - $62.4 $182K - $199K
28.2K $1.7B
DFAE
Dimensional ETF Tr

ETFs
6.48K
+ 65.45%
$24.64 - $26.86 $160K - $174K
16.4K $424M
NVDA
Nvidia Corp

Technology
2.22K
+ 60.76%
$106.98 - $149.43 $237K - $332K
5.87K $637M
META
Meta Platforms, Inc.

Communication Services
224
+ 46.0%
$576.36 - $736.67 $129K - $165K
711 $410M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.31K
+ 14.35%
$91.45 - $91.75 $119K - $120K
10.4K $954M
PM
Philip Morris International Inc.

Consumer Defensive
168
+ 8.23%
$117.15 - $158.79 $19.7K - $26.7K
2.21K $351M
JPM
Jpmorgan Chase & CO

Financial Services
361
+ 13.17%
$225.19 - $279.95 $81.3K - $101K
3.1K $761M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
2.09K
+ 14.57%
$40.77 - $42.27 $85.2K - $88.3K
16.4K $692M
AMZN
Amazon Com Inc

Consumer Cyclical
899
+ 31.12%
$190.26 - $242.06 $171K - $218K
3.79K $721M
V
Visa Inc.

Financial Services
180
+ 26.39%
$306.92 - $362.71 $55.2K - $65.3K
862 $302M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.48K
+ 23.91%
$64.88 - $72.1 $96.2K - $107K
7.68K $505M
JNJ
Johnson & Johnson

Healthcare
256
+ 18.3%
$142.06 - $167.7 $36.4K - $42.9K
1.66K $274M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
700
+ 3.9%
$17.67 - $20.85 $12.4K - $14.6K
18.6K $388M
GOOG
Alphabet Inc.

Communication Services
1.07K
+ 32.63%
$156.06 - $207.71 $167K - $222K
4.35K $679M
PEP
Pepsico Inc

Consumer Defensive
356
+ 19.79%
$142.64 - $156.42 $50.8K - $55.7K
2.16K $323M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
43
+ 0.3%
$58.01 - $64.46 $2.49K - $2.77K
14.3K $889M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
40K
+ 557.73%
$42.5 - $46.71 $1.7M - $1.87M
47.1K $363M
MA
Mastercard Inc

Financial Services
52
+ 6.23%
$504.67 - $576.31 $26.2K - $30K
887 $486M
MSFT
Microsoft Corp

Technology
753
+ 14.6%
$375.39 - $447.2 $283K - $337K
5.91K $2.22B
NFLX
Netflix Inc

Communication Services
23
+ 4.6%
$828.4 - $1058.6 $19.1K - $24.3K
523 $488M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.08K
+ 4.38%
$49.25 - $50.66 $52.9K - $54.5K
25.6K $1.27B
LPLA
Lpl Financial Holdings Inc.

Financial Services
78
+ 5.03%
$308.87 - $383.33 $24.1K - $29.9K
1.63K $533M
MRK
Merck & Co., Inc.

Healthcare
298
+ 11.53%
$83.01 - $101.02 $24.7K - $30.1K
2.88K $259M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
74
+ 2.92%
$507.05 - $563.67 $37.5K - $41.7K
2.61K $1.34B
VTI
Vanguard Total Stock Market Et

ETFs
42
+ 1.27%
$271.18 - $303.12 $11.4K - $12.7K
3.34K $918M
ACN
Accenture PLC

Technology
20
+ 1.74%
$300.91 - $398.25 $6.02K - $7.97K
1.17K $366M
GOOGL
Alphabet Inc.

Communication Services
232
+ 6.88%
$154.33 - $206.19 $35.8K - $47.8K
3.61K $558M
TSLA
Tesla, Inc.

Consumer Cyclical
157
+ 15.87%
$222.15 - $428.22 $34.9K - $67.2K
1.15K $297M
AAPL
Apple Inc.

Technology
1.3K
+ 8.92%
$209.68 - $247.1 $272K - $320K
15.8K $3.51B
Activity Summary
Buys All Purchases 56 New Holdings 13 Increased Positions 43 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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