Magnolia Private Wealth, LLC Portfolio Holdings
Magnolia Private Wealth, LLC
- $116 Billion
- Q4 2024
Magnolia Private Wealth, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $8.81B, Janus Detroit Str Tr Janus Hen with a value of $7.73B, Simpl Exch Traded Fds Sht Term with a value of $6.31B, Schwab Fundamental U S Large C with a value of $6.31B, and American Centy ETF Tr Avantis with a value of $5.95B.
Examining the 13F form we can see an increase of $116B in the current position value.
Magnolia Private Wealth, LLC is based out at Philadelphia, PA
Below you can find more details about Magnolia Private Wealth, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 105
- Current Value $116 Billion
- Filing
- Period Q4 2024
- Filing Date February 04, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 104 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks