Magnolia Private Wealth, LLC New Holdings in Q4 2024

Magnolia Private Wealth, LLC

  • $116 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
87.8K
New
$100.16 - $100.7 $8.79M - $8.84M
87.8K $8.81B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
152K
New
$50.62 - $50.97 $7.72M - $7.77M
152K $7.73B
TUA
Simpl Exch Traded Fds Sht Term
297K
New
N/A
297K $6.31B
FNDX
Schwab Fundamental U S Large C

ETFs
266K
New
$23.49 - $71.77 $6.26M - $19.1M
266K $6.31B
AVUS
American Centy ETF Tr Avantis

ETFs
61.4K
New
$94.36 - $102.06 $5.79M - $6.27M
61.4K $5.95B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
40.5K
New
$99.0 - $99.5 $4.01M - $4.03M
40.5K $4.01B
AAPL
Apple Inc.

Technology
14.5K
New
$221.69 - $259.02 $3.22M - $3.76M
14.5K $3.64B
AVDE
American Centy ETF Tr Avantis

ETFs
54.3K
New
$60.9 - $66.69 $3.31M - $3.62M
54.3K $3.33B
Alpha Architect 1 3 Month Box ETF
24.9K
New
N/A
24.9K $2.75B
IQLT
Ishares Msci Intl Quality Fact

ETFs
61.5K
New
$37.12 - $41.23 $2.28M - $2.53M
61.5K $2.28B
MSFT
Microsoft Corp

Technology
5.16K
New
$406.35 - $454.46 $2.1M - $2.34M
5.16K $2.17B
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
67.7K
New
$27.51 - $29.16 $1.86M - $1.97M
67.7K $1.9B
FNDF
Schwab Fundamental Intl Large

ETFs
56.2K
New
$32.92 - $37.15 $1.85M - $2.09M
56.2K $1.87B
VTV
Vanguard Value ETF

ETFs
9.98K
New
$168.32 - $181.87 $1.68M - $1.82M
9.98K $1.69B
IVV
Ishares Core S&P 500 ETF

ETFs
2.6K
New
$570.51 - $610.59 $1.48M - $1.59M
2.6K $1.53B
Return Stacked U.S. Stocks & Managed Futures ETF
63K
New
N/A
63K $1.5B
AVEM
American Centy ETF Tr Avantis

ETFs
25K
New
$58.59 - $66.14 $1.46M - $1.65M
25K $1.47B
GDE
Wisdomtree Tr Efficient Gold P

ETFs
39.6K
New
$36.06 - $40.96 $1.43M - $1.62M
39.6K $1.47B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.23K
New
$442.29 - $483.08 $1.43M - $1.56M
3.23K $1.46B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.54K
New
$521.84 - $558.82 $1.32M - $1.42M
2.54K $1.37B
FNDE
Schwab Fundamental Emerging Mk

ETFs
42.8K
New
$28.89 - $33.95 $1.24M - $1.45M
42.8K $1.24B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
24.6K
New
$49.79 - $51.14 $1.22M - $1.26M
24.6K $1.23B
VXF
Vanguard Extended Market ETF

ETFs
6.24K
New
$179.17 - $207.15 $1.12M - $1.29M
6.24K $1.19B
DFAI
Dimensional ETF Tr

ETFs
38.3K
New
$29.0 - $31.6 $1.11M - $1.21M
38.3K $1.12B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.3K
New
$96.64 - $101.23 $1.1M - $1.15M
11.3K $1.1B
DRSK
ETF Ser Solutions Aptus Define

ETFs
38.6K
New
$27.43 - $28.44 $1.06M - $1.1M
38.6K $1.06B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
38.8K
New
$24.94 - $26.14 $966K - $1.01M
38.8K $968M
VTI
Vanguard Total Stock Market Et

ETFs
3.3K
New
$280.04 - $302.45 $924K - $998K
3.3K $956M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.37K
New
$370.24 - $418.94 $879K - $994K
2.37K $953M
GLDM
World Gold Trust

ETFs
17.9K
New
$50.76 - $55.23 $910K - $990K
17.9K $932M
AVGE
American Centy ETF Tr Avantis
12.5K
New
N/A
12.5K $904M
IWD
Ishares Russell 1000 Val ETF

ETFs
4.56K
New
$183.23 - $199.79 $836K - $912K
4.56K $845M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14.3K
New
$58.88 - $64.8 $840K - $925K
14.3K $841M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.09K
New
$91.29 - $91.8 $830K - $835K
9.09K $831M
VGSH
Vanguard

ETFs
13.7K
New
$58.02 - $58.88 $794K - $806K
13.7K $796M
AVUV
American Centy ETF Tr Avantis

ETFs
7.85K
New
$94.37 - $106.41 $741K - $835K
7.85K $758M
VBR
Vanguard Small Cap Value ETF

ETFs
3.69K
New
$197.36 - $217.3 $727K - $801K
3.69K $730M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$664750.0 - $724132.5 $665K - $724K
1 $681M
VT
Vanguard Total World Stk Index

ETFs
501K
New
$117.09 - $123.07 $58.7M - $61.7M
501K $660M
IEF
Ishares Barclays

ETFs
7.12K
New
$92.08 - $98.18 $655K - $699K
7.12K $658M
JPM
Jpmorgan Chase & CO

Financial Services
2.74K
New
$205.18 - $250.29 $562K - $686K
2.74K $657M
GOOGL
Alphabet Inc.

Communication Services
3.37K
New
$161.86 - $196.66 $546K - $664K
3.37K $639M
AMZN
Amazon Com Inc

Consumer Cyclical
2.89K
New
$180.88 - $232.93 $523K - $673K
2.89K $634M
GOOG
Alphabet Inc.

Communication Services
3.28K
New
$163.08 - $198.16 $535K - $650K
3.28K $624M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
15.2K
New
$39.5 - $41.38 $600K - $629K
15.2K $611M
JBBB
Janus Detroit Str Tr Henderson

ETFs
12.3K
New
$48.59 - $49.45 $596K - $606K
12.3K $603M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
14.3K
New
$41.16 - $43.15 $590K - $619K
14.3K $591M
IXUS
Ishares Tr

ETFs
8.62K
New
$65.95 - $72.56 $569K - $626K
8.62K $570M
JUCY
ETF Ser Solutions Aptus Enhanc
24.4K
New
N/A
24.4K $554M
Activity Summary
Buys All Purchases 104 New Holdings 104 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 1
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