Fund HoldingsMAGNOLIA CAPITAL ADVISORS LLC

Total Portfolio Value
$368.06M
Total Bought
$94.68M
Total Sold
$105.84M
Net Transaction
-$11.17M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PIMCO ETF TR
ENHAN SHRT MA AC
0253,616+253,616025,5196.93%+25,519
ISHARES TR
MSCI USA MIN ETF
21,630111,121+89,4911,92110,4082.83%+8,487
DIMENSIONAL ETF TRUST
WORLD EX US CORE
0270,503+270,50307,0871.93%+7,087
BLACKSTONE SECD LENDING FD(BXSL)0181,492+181,49205,8731.60%+5,873
ISHARES TR
TRS FLT RT BD
142,071206,710+64,6397,17010,4722.85%+3,302
DIMENSIONAL ETF TRUST
US CORE EQT MKT
082,264+82,26403,1620.86%+3,162
ALPHABET INC(GOOG)018,988+18,98802,9360.80%+2,936
ARES CAPITAL CORP(ARCC)0125,964+125,96402,7910.76%+2,791
BROADCOM INC(AVGO)014,663+14,66302,4550.67%+2,455
VANGUARD INDEX FDS38,36049,235+10,87511,11713,5323.68%+2,415
SPDR SER TR
ST STR AGGRE ETF
065,726+65,72601,6790.46%+1,679
COMCAST CORP NEW(CCZ)044,089+44,08901,6270.44%+1,627
EXXON MOBIL CORP013,406+13,40601,5940.43%+1,594
FIDELITY NATL INFORMATION SV(FIS)019,249+19,24901,4380.39%+1,438
CUMMINS INC(CMI)03,606+3,60601,1300.31%+1,130
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
121,776142,161+20,3857,0968,0122.18%+916
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
027,370+27,37009030.25%+903
VANGUARD INDEX FDS4,9996,908+1,9092,6933,5500.96%+857
BERKSHIRE HATHAWAY INC DEL7,9498,243+2943,6034,3901.19%+787
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
021,718+21,71807740.21%+774
FIDELITY MERRIMACK STR TR123,567138,177+14,6105,5446,3081.71%+763
EA SERIES TRUST
BRIDGEWAY BLUE
054,713+54,71306990.19%+699
BITWISE ETHEREUM ETF052,618+52,61806900.19%+690
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
018,414+18,41406900.19%+690
AT&T INC(T)023,619+23,61906680.18%+668
HARRIS OAKMARK ETF TRUST
OAKMARK U S LRG
024,967+24,96706100.17%+610
ENERGY TRANSFER L P(ET)031,969+31,96905940.16%+594
EASTGROUP PPTYS INC(EGP)18,19519,622+1,4272,9203,4560.94%+536
AMPHENOL CORP NEW07,930+7,93005200.14%+520
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
016,632+16,63204620.13%+462
SPDR SER TR
ST STR P500GRW
7,92913,562+5,6336971,0900.30%+393
JOHNSON & JOHNSON(JNJ)13,34113,969+6281,9292,3170.63%+387
CAPITAL GROUP CORE BALANCED
SHS
010,738+10,73803330.09%+333
VERIZON COMMUNICATIONS INC(VZ)042,460+42,46001,9260.52%+1,926
ISHARES TR
MSCI USA VALUE
13,31515,818+2,5031,4061,6870.46%+281
CME GROUP INC(CME)07,951+7,95102,1090.57%+2,109
UNITEDHEALTH GROUP INC(UNH)4,4654,814+3492,2592,5210.69%+263
MEDTRONIC PLC(MDT)017,676+17,67601,5880.43%+1,588
REALTY INCOME CORP(O)22,27324,438+2,1651,1901,4180.39%+228
SCHWAB STRATEGIC TR0323,327+323,32709,0402.46%+9,040
ISHARES TR
INTL EQTY FACTOR
036,082+36,08201,1130.30%+1,113
GE AEROSPACE(GE)01,067+1,06702140.06%+214
HARTFORD INSURANCE GROUP INC(HIG)01,674+1,67402070.06%+207
SPDR INDEX SHS FDS
ST PORT MARK ETF
023,761+23,76109350.25%+935
CHUBB LIMITED
COM
05,818+5,81801,7570.48%+1,757
AMERICA MOVIL SAB DE CV(AMX)012,966+12,96601840.05%+184
ISHARES TR
MSCI EAFE MIN VL
011,868+11,86809250.25%+925
CHEVRON CORP NEW(CVX)8,3378,280-571,2081,3850.38%+178
BLUE OWL CAPITAL CORPORATION(OBDC)109,426124,969+15,5431,6551,8320.50%+178
VANECK ETF TRUST
MRNGSTR WDE MOAT
092,662+92,66208,1542.22%+8,154
ISHARES TR
CORE MSCI EAFE
019,695+19,69501,4900.40%+1,490
ALLSTATE CORP(ALL)6,4646,785+3211,2461,4050.38%+159
ISHARES INC
CORE MSCI EMKT
022,984+22,98401,2400.34%+1,240
VISA INC(V)4,8584,822-361,5351,6900.46%+155
STERIS PLC(STE)03,581+3,58108120.22%+812
ISHARES TR18,03019,721+1,6911,6691,8200.49%+151
DARDEN RESTAURANTS INC(DRI)08,522+8,52201,7710.48%+1,771
PACER FDS TR
TRENDPILOT US BD
178,888185,387+6,4993,5783,7191.01%+141
L3HARRIS TECHNOLOGIES INC(LHX)04,120+4,12008620.23%+862
DBX ETF TR014,941+14,94106470.18%+647
ISHARES TR
U S EQUITY FACTR
021,341+21,34101,2350.34%+1,235
MARATHON PETE CORP(MPC)010,828+10,82801,5780.43%+1,578
NEXTERA ENERGY INC(NEE)026,121+26,12101,8520.50%+1,852
UNION PAC CORP(UNP)7,8228,038+2161,7841,8990.52%+115
PRAIRIE OPER CO037,180+37,18001990.05%+199
ISHARES GOLD TR(IAU)013,168+13,16807760.21%+776
ALTRIA GROUP INC(MO)13,95213,907-457308350.23%+105
VANGUARD STAR FDS17,39618,171+7751,0251,1280.31%+103
VANGUARD ADMIRAL FDS INC3,9754,501+5267338290.23%+96
DIAMONDBACK ENERGY INC(FANG)06,676+6,67601,0670.29%+1,067
SOUTHERN CO(SO)11,50811,316-1929471,0400.28%+93
JOHNSON CTLS INTL PLC
SHS
018,622+18,62201,4920.41%+1,492
VANECK ETF TRUST
GOLD MINERS ETF
07,832+7,83203600.10%+360
EDWARDS LIFESCIENCES CORP011,821+11,82108570.23%+857
AIR PRODS & CHEMS INC05,672+5,67201,6730.45%+1,673
SCHWAB STRATEGIC TR039,117+39,11701,0520.29%+1,052
PUBLIC SVC ENTERPRISE GRP IN(PEG)017,501+17,50101,4400.39%+1,440
YUM BRANDS INC(YUM)03,230+3,23005080.14%+508
S&P GLOBAL INC(SPGI)02,045+2,04501,0390.28%+1,039
ABBOTT LABS03,030+3,03004020.11%+402
INTERNATIONAL BUSINESS MACHS(IBM)02,702+2,70206720.18%+672
PIMCO ETF TR
PREFERRED AND CP
025,430+25,43001,2860.35%+1,286
INTERCONTINENTAL EXCHANGE IN(ICE)01,953+1,95303370.09%+337
GOLUB CAP BDC INC(GBDC)041,203+41,20306240.17%+624
COCA COLA CO(KO)10,2739,728-5456406970.19%+57
ISHARES INC06,137+6,13703580.10%+358
TJX COS INC NEW(TJX)010,749+10,74901,3090.36%+1,309
SCHWAB STRATEGIC TR0103,630+103,63002,4000.65%+2,400
CONOCOPHILLIPS(COP)5,7395,870+1315696160.17%+47
TEXAS PACIFIC LAND CORPORATI(TPL)0216+21602860.08%+286
ISHARES TR
CORE 1 5 YR USD
08,085+8,08503910.11%+391
AUTOZONE INC(AZO)069+6902630.07%+263
GILEAD SCIENCES INC(GILD)03,034+3,03403400.09%+340
DIAMEDICA THERAPEUTICS INC010,000+10,0000380.01%+38
ISHARES TR
CORE MSCI INTL
04,372+4,37203010.08%+301
RTX CORPORATION(RTX)02,656+2,65603520.10%+352
DEERE & CO(DE)0940+94004410.12%+441
ISHARES TR24,26127,039+2,7782,7952,8270.77%+32
DUKE ENERGY CORP NEW(DUK)02,517+2,51703070.08%+307
IQVIA HLDGS INC(IQV)03,891+3,89106860.19%+686
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