Three Magnolias Financial Advisors, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Wesley Reed - Chief Compliance Officer
Location
Winston Salem, NC
Holdings as of
31 Dec 2024
Value $
$95,132,424
Num holdings
69
Filing time
14 Feb 2025, 16:37:36 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SCHG, DGRW, QUAL, VNLA, and SCHD.
Next filing
Q1 2025 - 20 May 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Wesley Reed Chief Compliance Officer Winston Salem, North Carolina 14 Feb 2025