Magnolia Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Value $
$141M
Signature - Title
Aryn Sands - Agent
Location
Dothan, AL
Summary
This page shows a list of all the recent 13F filings made by Magnolia Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Magnolia Wealth Management, LLC reported 12 stock holdings with total value $141M as of Q3 2024. Top holdings included VTI, VCRB, IXUS, VGT, and VNQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 12 $141M +$3.39M -$3.08M +$307K VTI, VCRB, IXUS, VGT, VNQ 13F-HR 11/7/2024, 07:34 PM
Q2 2024 12 $132M +$42.4M -$159M -$116M VTI, VCRB, IXUS, VGT, VNQ 13F-HR 7/17/2024, 07:47 PM
Q1 2024 19 $244M +$123M $0 +$123M VTI, BND, IXUS, JPST, VGT 13F-HR 5/10/2024, 03:03 PM
Q4 2023 11 $117M +$18.7M -$18.7M -$28.9K VTI, BND, IXUS, JPST, VGT 13F-HR 2/14/2024, 03:47 PM
Q3 2023 11 $107M +$3.9M -$37.5K +$3.86M VTI, VGSH, IXUS, BND, JPST 13F-HR 11/13/2023, 01:48 PM
Q2 2023 11 $107M +$4.59M -$97.9K +$4.49M VTI, VGSH, IXUS, BND, JPST 13F-HR 7/24/2023, 04:34 PM
Q1 2023 11 $99.3M +$4.06M -$1.16M +$2.9M VTI, VGSH, BND, IXUS, JPST 13F-HR 5/11/2023, 03:40 PM
Q4 2022 10 $92.2M +$32.5M -$28.5M +$3.95M VTI, VGSH, BND, JPST, IXUS 13F-HR 2/13/2023, 04:28 PM
Q2 2022 9 $88.2M +$3.4M -$499K +$2.9M VTI, FLOT, JPST, IXUS, VNQ 13F-HR 7/22/2022, 01:54 PM
Q1 2022 11 $95.1M +$45M -$42.9M +$2.08M VTI, FLOT, JPST, IXUS, VNQ Restatement 5/19/2022, 02:48 PM
Q4 2021 13 $97.7M $0 $0 VTI, BND, VCSH, IXUS, VNQ 13F-HR 2/15/2022, 01:51 PM