Magnolia Private Wealth, LLC Purchases and Sells in Q3 2025

Magnolia Private Wealth, LLC

$136 Billion
Q3 2025

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GDE	24.2K + 26.57%	$47.23 - $57.41 $1.14M - $1.39M	115K $5.72B
AVUS	139K + 146.63%	$101.2 - $109.16 $14M - $15.1M	233K $10.8B
AAPL	1.25K + 7.99%	$202.38 - $256.87 $253K - $322K	16.9K $4.31B
AVEM	35.7K + 65.28%	$68.33 - $75.41 $2.44M - $2.69M	90.5K $4.79B
AVDE	67.8K + 63.07%	$73.24 - $79.04 $4.97M - $5.36M	175K $8.93B
DFAI	16.9K + 27.72%	$34.05 - $36.55 $576K - $618K	77.9K $2.83B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	6K New	$76.16 - $78.59 $457K - $472K	6K $469M
AMERICAN BEACON GLG NATURAL RESOURCES ETF	10.7K New	N/A	10.7K $433M
AGGH	17.4K New	$20.0 - $20.97 $348K - $365K	17.4K $360M
MACQUARIE GLOBAL LISTED INFRASTRUCTURE ETF	10.2K New	N/A	10.2K $283M
ACWI	1.95K New	$128.32 - $138.41 $250K - $269K	1.95K $269M
TSM	903 New	$224.68 - $282.71 $203K - $255K	903 $252M

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	-9.29K - 24.75%	$100.37 - $100.74 $932K - $936K	28.2K $2.84B
IQLT	-17.9K - 34.59%	$41.43 - $44.2 $743K - $793K	33.9K $1.5B
ITOT	-5.81K - 34.2%	$135.0 - $146.02 $784K - $848K	11.2K $1.63B
BILS	-6.5K - 25.18%	$99.12 - $99.52 $644K - $647K	19.3K $1.92B
JAAA	-8.51K - 5.29%	$50.53 - $50.82 $430K - $432K	152K $7.74B
KMLM	-16.5K - 20.93%	$26.05 - $27.27 $430K - $450K	62.3K $1.68B

Activity Summary All Purchases 53 New Holdings 12 Increased Positions 41 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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