Magnolia Wealth Management, LLC Portfolio Holdings by Sector
Magnolia Wealth Management, LLC
- $94.4 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$48,721
51.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
IXUS VGT VNQ IJR 4 stocks |
$42,446
44.94% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,493
1.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$717
0.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$321
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$275
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$272
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$200
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|