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
FNDA
Schwab Fundamental U S Small C

ETFs
18.3K
New
$29.26 - $59.11 $534K - $1.08M
18.3K $542M
AVMU
American Centy ETF Travantis C

ETFs
11.5K
New
$45.75 - $46.94 $527K - $541K
11.5K $532M
CODI
Compass Diversified Holdings

Industrials
22.3K
New
$20.56 - $24.27 $458K - $541K
22.3K $515M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.55K
New
$229.85 - $335.91 $356K - $521K
1.55K $506M
Vanguard Intermediate Term Tax Exempt Bond ETF
5.05K
New
N/A
5.05K $502M
Simplify Mbs ETF
10K
New
N/A
10K $497M
NVDA
Nvidia Corp

Technology
3.65K
New
$117.0 - $148.88 $428K - $544K
3.65K $491M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.67K
New
$174.22 - $187.62 $465K - $501K
2.67K $468M
VNQ
Vanguard Specialized Funds Van

ETFs
5.04K
New
$87.85 - $98.6 $443K - $497K
5.04K $449M
SPMD
Spdr Portfolio

ETFs
8.2K
New
$54.13 - $59.56 $444K - $488K
8.2K $448M
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
23.6K
New
$18.69 - $20.73 $441K - $490K
23.6K $441M
MA
Mastercard Inc

Financial Services
835
New
$491.3 - $536.15 $410K - $448K
835 $440M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.2K
New
$66.77 - $71.52 $414K - $443K
6.2K $427M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.85K
New
$51.58 - $52.91 $405K - $415K
7.85K $406M
ACN
Accenture PLC

Technology
1.15K
New
$343.9 - $376.86 $396K - $434K
1.15K $405M
XLE
Energy Sector Spdr

ETFs
4.71K
New
$83.32 - $97.27 $392K - $458K
4.71K $403M
TSLA
Tesla, Inc.

Consumer Cyclical
989
New
$213.65 - $479.86 $211K - $475K
989 $399M
AVLV
American Centy ETF Tr Avantis
5.8K
New
$65.51 - $71.22 $380K - $413K
5.8K $387M
IWV
Ishares Russell 3000 ETF

ETFs
1.1K
New
$323.08 - $349.08 $354K - $383K
1.1K $366M
CTA
Simplify Exch Traded Fds Simpl

ETFs
12.8K
New
$25.8 - $28.97 $329K - $370K
12.8K $356M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.04K
New
$115.08 - $119.55 $350K - $363K
3.04K $351M
GLD
Spdr Gold Trust

ETFs
1.45K
New
$236.59 - $257.5 $343K - $373K
1.45K $351M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
7.01K
New
$49.74 - $50.43 $349K - $354K
7.01K $350M
DFAX
Dimensional ETF Tr
13.6K
New
$24.76 - $27.04 $336K - $367K
13.6K $337M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
17.9K
New
$18.47 - $19.96 $331K - $358K
17.9K $331M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.35K
New
$44.33 - $49.55 $326K - $364K
7.35K $330M
AVSC
American Centy ETF Tr Avantis
5.87K
New
$52.7 - $59.57 $309K - $349K
5.87K $319M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.13K
New
$51.33 - $53.74 $315K - $329K
6.13K $316M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.17K
New
$44.04 - $49.49 $316K - $355K
7.17K $316M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
4.05K
New
$75.44 - $80.53 $305K - $326K
4.05K $307M
DFAR
Dimensional ETF Tr Dimensional

ETFs
12.9K
New
$22.72 - $25.76 $293K - $333K
12.9K $300M
VEA
Vanguard Ftse Developed Market

ETFs
6.16K
New
$47.57 - $52.44 $293K - $323K
6.16K $294M
FNDC
Schwab Fundamental Intl Small

ETFs
8.51K
New
$33.92 - $38.03 $289K - $324K
8.51K $290M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.3K
New
$33.92 - $36.6 $281K - $304K
8.3K $287M
META
Meta Platforms, Inc.

Communication Services
487
New
$554.08 - $632.68 $270K - $308K
487 $285M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
6.09K
New
$45.85 - $49.28 $279K - $300K
6.09K $284M
UPAR
Tidal ETF Tr
21.8K
New
$12.9 - $14.95 $282K - $327K
21.8K $282M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.93K
New
$27.54 - $83.04 $273K - $825K
9.93K $275M
PEP
Pepsico Inc

Consumer Defensive
1.8K
New
$151.29 - $176.1 $272K - $317K
1.8K $274M
WSBC
Wesbanco Inc

Financial Services
8.28K
New
$28.7 - $36.45 $237K - $302K
8.28K $269M
Vanguard Mun Bd Fds Core Tax Exempt
3.51K
New
N/A
3.51K $262M
MRK
Merck & Co., Inc.

Healthcare
2.58K
New
$96.31 - $114.76 $249K - $297K
2.58K $257M
DFAE
Dimensional ETF Tr

ETFs
9.9K
New
$25.36 - $28.15 $251K - $279K
9.9K $251M
PM
Philip Morris International Inc.

Consumer Defensive
2.04K
New
$118.38 - $133.06 $242K - $272K
2.04K $246M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.9K
New
$61.68 - $67.87 $241K - $265K
3.9K $243M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.37K
New
$45.07 - $47.1 $242K - $253K
5.37K $243M
HFND
Tidal ETF Tr Unlimited Hedge I
10.5K
New
N/A
10.5K $229M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.98K
New
$113.92 - $127.38 $225K - $252K
1.98K $228M
VUG
Vanguard Growth ETF

ETFs
551
New
$378.79 - $428.11 $209K - $236K
551 $226M
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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