Magnolia Private Wealth, LLC Incresed Positions in Q3 2025

Magnolia Private Wealth, LLC

  • $136 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GDE
Wisdomtree Tr Efficient Gold P

ETFs
24.2K
+ 26.57%
$47.23 - $57.41 $1.14M - $1.39M
115K $5.72B
AVUS
American Centy ETF Tr Avantis

ETFs
139K
+ 146.63%
$101.2 - $109.16 $14M - $15.1M
233K $10.8B
AAPL
Apple Inc.

Technology
1.25K
+ 7.99%
$202.38 - $256.87 $253K - $322K
16.9K $4.31B
AVEM
American Centy ETF Tr Avantis

ETFs
35.7K
+ 65.28%
$68.33 - $75.41 $2.44M - $2.69M
90.5K $4.79B
AVDE
American Centy ETF Tr Avantis

ETFs
67.8K
+ 63.07%
$73.24 - $79.04 $4.97M - $5.36M
175K $8.93B
DFAI
Dimensional ETF Tr

ETFs
16.9K
+ 27.72%
$34.05 - $36.55 $576K - $618K
77.9K $2.83B
Return Stacked U.S. Stocks & Managed Futures ETF
15.9K
+ 18.99%
N/A
99.5K $2.63B
TSLA
Tesla, Inc.

Consumer Cyclical
152
+ 4.45%
$293.94 - $444.72 $44.7K - $67.6K
3.57K $1.59B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
11.2K
+ 68.23%
$41.55 - $42.82 $466K - $480K
27.6K $1.18B
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.66K
+ 57.08%
$67.01 - $72.84 $379K - $412K
15.6K $1.13B
AVGE
American Centy ETF Tr Avantis
1.54K
+ 4.3%
N/A
37.2K $3.11B
GOOG
Alphabet Inc.

Communication Services
109
+ 2.47%
$175.16 - $255.24 $19.1K - $27.8K
4.53K $1.1B
GOOGL
Alphabet Inc.

Communication Services
227
+ 5.99%
$174.36 - $254.72 $39.6K - $57.8K
4.02K $977M
NVDA
Nvidia Corp

Technology
456
+ 6.83%
$153.3 - $186.58 $69.9K - $85.1K
7.13K $1.33B
TYA
Simplify Exchange Traded Fds S

ETFs
47.2K
+ 21.56%
N/A
266K $3.22B
DFAE
Dimensional ETF Tr

ETFs
6.99K
+ 41.8%
$28.84 - $31.84 $202K - $223K
23.7K $748M
MSFT
Microsoft Corp

Technology
260
+ 4.41%
$491.09 - $535.64 $128K - $139K
6.16K $3.19B
TUA
Simpl Exch Traded Fds Sht Term
24.1K
+ 8.23%
N/A
317K $6.7B
VGSH
Vanguard

ETFs
2.18K
+ 21.88%
$58.43 - $58.88 $127K - $128K
12.1K $714M
JPM
Jpmorgan Chase & CO

Financial Services
47
+ 1.53%
$282.78 - $316.06 $13.3K - $14.9K
3.12K $985M
GLD
Spdr Gold Trust

ETFs
66
+ 4.89%
$300.96 - $355.47 $19.9K - $23.5K
1.42K $503M
AVGO
Broadcom Inc.

Technology
127
+ 14.84%
$264.74 - $369.57 $33.6K - $46.9K
983 $324M
APH
Amphenol Corp

Technology
41
+ 1.3%
$97.39 - $125.4 $3.99K - $5.14K
3.2K $396M
ORCL
Oracle Corp

Technology
78
+ 8.52%
$218.96 - $328.33 $17.1K - $25.6K
993 $279M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.26%
$459.11 - $506.91 $4.13K - $4.56K
3.41K $1.72B
GE
General Electric CO

Industrials
29
+ 2.45%
$244.75 - $305.63 $7.1K - $8.86K
1.21K $364M
AVRE
American Centy ETF Tr Avantis
1.06K
+ 10.72%
$43.53 - $45.34 $46.1K - $48.1K
11K $487M
META
Meta Platforms, Inc.

Communication Services
46
+ 5.81%
$695.21 - $791.73 $32K - $36.4K
838 $615M
PEP
Pepsico Inc

Consumer Defensive
78
+ 4.63%
$133.81 - $152.16 $10.4K - $11.9K
1.76K $247M
MA
Mastercard Inc

Financial Services
33
+ 3.63%
$550.18 - $598.96 $18.2K - $19.8K
942 $536M
ABT
Abbott Laboratories

Healthcare
198
+ 10.95%
$120.51 - $136.62 $23.9K - $27.1K
2.01K $269M
Alpha Architect 1 3 Month Box ETF
50
+ 0.56%
N/A
8.96K $1.02B
AMZN
Amazon Com Inc

Consumer Cyclical
56
+ 1.53%
$211.65 - $238.24 $11.9K - $13.3K
3.73K $818M
CODI
Compass Diversified Holdings

Industrials
20
+ 0.09%
$6.04 - $7.69 $121 - $154
22.3K $148M
Simplify Mbs ETF
8
+ 0.13%
N/A
6.22K $313M
V
Visa Inc.

Financial Services
37
+ 4.02%
$332.09 - $358.86 $12.3K - $13.3K
957 $327M
MKL
Markel Corp

Financial Services
1
+ 0.36%
$1898.34 - $2031.8 $1.9K - $2.03K
275 $526M
PM
Philip Morris International Inc.

Consumer Defensive
135
+ 6.14%
$157.77 - $183.27 $21.3K - $24.7K
2.33K $378M
NFLX
Netflix Inc

Communication Services
33
+ 6.18%
$1147.87 - $1297.18 $37.9K - $42.8K
567 $680M
ACN
Accenture PLC

Technology
68
+ 5.71%
$232.56 - $304.78 $15.8K - $20.7K
1.26K $310M
Activity Summary
Buys All Purchases 53 New Holdings 12 Increased Positions 41 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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