Magnolia Wealth Management, LLC Top Holdings and 13F Report (2024) → Digitizing the $11T commodities sector with one tiny stock (From Resource Stock Digest) (Ad) About Magnolia Wealth Management, LLCInvestment ActivityMagnolia Wealth Management, LLC has $244.43 million in total holdings as of March 31, 2024.Magnolia Wealth Management, LLC owns shares of 19 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 50.40% of the portfolio was purchased this quarter.This quarter, Magnolia Wealth Management, LLC has purchased 11 new stocks and bought additional shares in 11 stocks.Magnolia Wealth Management, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market Index Fund ETF Shares $92,048,367Vanguard Total Bond Market ETF $54,525,753iShares Core MSCI Total International Stock ETF $24,310,100JPMorgan Ultra-Short Income ETF $18,204,611Vanguard Information Technology ETF $17,888,809 Largest New Holdings this Quarter Eli Lilly and Company $763,101 HoldingAmazon.com $543,832 HoldingJPMorgan Chase & Co. $378,879 HoldingVanguard S&P 500 ETF $353,785 HoldingDTE Energy $259,644 Holding Largest Purchases this Quarter Vanguard Total Stock Market Index Fund ETF Shares 175,718 shares (about $45.65M)Vanguard Total Bond Market ETF 375,767 shares (about $27.16M)iShares Core MSCI Total International Stock ETF 178,583 shares (about $12.10M)Vanguard Information Technology ETF 17,218 shares (about $9.04M)JPMorgan Ultra-Short Income ETF 171,124 shares (about $8.61M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMagnolia Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market Index Fund ETF Shares$92,048,367$45,651,501 ▲98.4%354,30537.7%ETFBNDVanguard Total Bond Market ETF$54,525,753$27,158,584 ▲99.2%754,42022.3%ETFIXUSiShares Core MSCI Total International Stock ETF$24,310,100$12,104,351 ▲99.2%358,6629.9%ManufacturingJPSTJPMorgan Ultra-Short Income ETF$18,204,611$8,614,385 ▲89.8%361,6337.4%ETFVGTVanguard Information Technology ETF$17,888,809$9,037,307 ▲102.1%34,0827.3%ETFVNQVanguard Real Estate ETF$15,301,231$7,508,047 ▲96.3%178,4296.3%ETFIJRiShares Core S&P Small-Cap ETF$14,560,976$7,249,536 ▲99.2%132,4276.0%ETFAAPLApple$2,798,174$2,010,478 ▲255.2%16,3871.1%Computer and TechnologyMSFTMicrosoft$804,716$355,444 ▲79.1%1,9040.3%Computer and TechnologyLLYEli Lilly and Company$763,101$763,101 ▲New Holding9920.3%MedicalAMZNAmazon.com$543,832$543,832 ▲New Holding3,0100.2%Retail/WholesaleUNHUnitedHealth Group$541,420$270,710 ▲100.0%1,1000.2%MedicalSOSouthern$432,234$216,117 ▲100.0%6,0520.2%UtilitiesJPMJPMorgan Chase & Co.$378,879$378,879 ▲New Holding1,8980.2%FinanceVOOVanguard S&P 500 ETF$353,785$353,785 ▲New Holding7360.1%ETFDTEDTE Energy$259,644$259,644 ▲New Holding2,3300.1%UtilitiesBRCCBRC$254,232$254,232 ▲New Holding58,8500.1%Consumer StaplesGOOGLAlphabet$245,136$245,136 ▲New Holding1,6000.1%Computer and TechnologyHDHome Depot$211,208$211,208 ▲New Holding5620.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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