Fund HoldingsMAGNOLIA CAPITAL MANAGEMENT LTD

Total Portfolio Value
$117.8K
Total Bought
$4.5K
Total Sold
$3.1K
Net Transaction
+$1.3K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF Tr38,56038,283-277182017.00%+2
Invesco Qqq Tr Unit Ser 139,86340,003+140161815.08%+1
iShares Core S&P Mid-Cap26,289131,245+104,956786.77%+1
Microsoft Corp(MSFT)5,9846,369+385232.28%0
Amazon.com Inc(AMZN)8,6909,665+975121.48%0
Berkshire Hathaway Inc Cl B6,6516,631-20232.37%0
NVIDIA Corp(NVDA)1,0001,0000010.77%0
SPDR Dow Jones Industrial Avrg(DIA)17,41017,4100775.88%0
iShares US Industries ETF22,01022,0100332.35%0
Alphabet Inc Cap Stock Cl C16,39016,740+350232.16%0
Select Sector SPDR Healthcare20,98920,834-155332.61%0
Select Sector SPDR Tr Communic5,7897,664+1,875010.53%0
Merck & Co Inc(MRK)8,4008,4000110.94%0
ASML Holding NV NY Registry590640+50010.53%0
JPMorgan Chase & Co(JPM)2,9253,325+400010.57%0
BROADCOM INC COM(AVGO)8008000110.90%0
Qualcomm Inc(QCOM)5,6705,6700110.81%0
Dicks Sporting Goods Inc(DKS)1,7851,7850000.34%0
Valero Energy Corp3,0003,0000010.43%0
Constellation Brands Inc Cl A(STZ)03,945+3,945010.91%+1
Select Sector SPDR Industrials9,4409,4400111.01%0
Trane Technologies PLC(TT)2,0002,0000010.51%0
AbbVie Inc(ABBV)3,6853,6850110.57%0
Select Sector SPDR Consumer St22,26022,2600221.44%0
Procter And Gamble Co(PG)6,2706,250-20110.86%0
iShares Core S & P Small Cap41,93641,9360553.93%0
iShares US Financials ETF8,8458,8450110.72%0
Exxon Mobil Corp05,400+5,400010.53%+1
American Express Co(AXP)2,0002,0000000.39%0
Fidelity Tr 500 Index Ins Prem4,3164,3160110.67%0
Costco Wholesale Corp1,0081,0080110.63%0
Intl Business Machines(IBM)2,6372,6370010.43%0
Home Depot Inc(HD)1,9201,9200110.63%0
Select Sector SPDR Cons Discre10,92110,9210221.70%0
Deutsche Telekom AG Sp ADR(DTEGF)9,08511,160+2,075000.23%0
SPDR Portfolio Lr ETF8,8958,8950010.46%0
Wal-Mart Stores Inc(WMT)2,0206,060+4,040000.31%0
iShares US Aer&Def ETF03,015+3,015000.34%0
CSX Corp(CSX)14,89514,8950110.47%0
Vanguard Mid Cap ETF1,9501,9500000.41%0
PepsiCo Inc(PEP)6,1246,1240110.91%0
Fidelity MSCI Consm Dis9,0109,0100110.63%0
Enterprise Products Partners L(EPD)11,30011,3000000.28%0
Select Sector SPDR Financial6,4306,4300000.23%0
Fidelity MSCI Info Tech I2,1102,1100000.28%0
Select Sector SPDR Energy03,785+3,785000.30%0
Abbott Laboratories4,8274,8270110.47%0
M & T Bank Corp02,230+2,230000.28%0
SPDR Asia Pacific ETF6,7656,7650110.60%0
Johnson & Johnson(JNJ)11,10211,1020221.49%0
Nextera Energy Inc4,9944,9940000.27%0
American Beacon Small Cap Valu12,67712,6770000.26%0
ProShares S&P Tech Dividen4,9904,9900000.30%0
Royal Bank of Canada Montreal(RY)3,3703,3700000.29%-0
Amgen Inc(AMGN)2,1002,1000110.51%-0
Accenture PLC Ireland Class A2,0112,0110110.59%-0
Pfizer Inc(PFE)013,650+13,650000.32%0
Honeywell Intl Inc(HON)3,7613,750-11110.65%-0
Cisco Systems Inc(CSCO)034,552+34,552021.46%+2
Oneok Inc(OKE)05,743+5,743000.39%0
Nestle SA Sp ADR6,0006,0000110.54%-0
Air Prods & Chems Inc2,0102,0100100.41%-0
iShares S&P 500 Val ETF8,3207,365-955111.17%-0
SPDR S&P Metals Mining5,4354,065-1,370000.21%-0
Crown Castle Intl Corp(CCI)8,3977,975-422110.72%-0
Realty Income Corp(O)19,15517,880-1,275110.82%-0
Adobe Inc1,8001,8000110.77%-0
iShares US Bas Mtl ETF1,7750-1,77500-0
Apple Inc(AAPL)26,71126,751+40553.89%-1
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