Fund HoldingsMAGNOLIA CAPITAL ADVISORS LLC

Total Portfolio Value
$397.14M
Total Bought
$77.25M
Total Sold
$59.08M
Net Transaction
+$18.17M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
VANGUARD INDEX FDS029,166+29,166012,7863.22%+12,786
ISHARES TR077,806+77,806010,5072.65%+10,507
ISHARES TR
MSCI USA QLT FCT
050,164+50,16409,1712.31%+9,171
SPDR SERIES TRUST
ST STR R1K LOWV
042,893+42,89307,4901.89%+7,490
AMERICAN CENTY ETF TR074,830+74,83005,5381.39%+5,538
VANGUARD TAX-MANAGED FDS069,253+69,25303,9480.99%+3,948
MICROSOFT CORP(MSFT)018,299+18,29909,1022.29%+9,102
VANGUARD STAR FDS18,17147,373+29,2021,1283,2730.82%+2,145
BITWISE BITCOIN ETF TR(BITB)0105,980+105,98006,2091.56%+6,209
SCHWAB STRATEGIC TR0192,015+192,01505,2521.32%+5,252
NVIDIA CORPORATION(NVDA)026,629+26,62904,2071.06%+4,207
VANGUARD INDEX FDS49,23550,080+84513,53215,2213.83%+1,689
DIMENSIONAL ETF TRUST
US CORE EQT MKT
82,264113,174+30,9103,1624,7941.21%+1,632
BROADCOM INC(AVGO)14,66314,442-2212,4553,9811.00%+1,526
ABBVIE INC(ABBV)09,999+9,99901,8560.47%+1,856
ISHARES TR27,03934,992+7,9532,8273,8240.96%+997
META PLATFORMS INC(META)05,145+5,14503,7970.96%+3,797
TIDAL TR II
PINN FOCU OP ETF
0178,403+178,40304,5991.16%+4,599
ISHARES TR
MSCI USA VALUE
15,81823,187+7,3691,6872,6250.66%+938
GE VERNOVA INC(GEV)01,727+1,72709140.23%+914
VANECK ETF TRUST
BDC INCOME ETF
044,871+44,87107310.18%+731
AMAZON COM INC(AMZN)025,937+25,93705,6901.43%+5,690
JPMORGAN CHASE & CO.(JPM)017,221+17,22104,9931.26%+4,993
SPDR SERIES TRUST
ST STR P500GRW
13,56217,951+4,3891,0901,7110.43%+621
PALANTIR TECHNOLOGIES INC(PLTR)010,761+10,76101,4670.37%+1,467
ISHARES INC
CORE MSCI EMKT
22,98430,192+7,2081,2401,8120.46%+572
ISHARES TR
U S EQUITY FACTR
21,34127,856+6,5151,2351,7860.45%+551
EATON CORP PLC(ETN)05,913+5,91302,1110.53%+2,111
VANGUARD INDEX FDS6,9087,083+1753,5504,0241.01%+474
ISHARES TR
INTL EQTY FACTOR
36,08245,591+9,5091,1131,5610.39%+448
SPDR SERIES TRUST
ST STR AGGRE ETF
65,72682,658+16,9321,6792,1160.53%+437
JOHNSON CTLS INTL PLC
SHS
18,62218,171-4511,4921,9190.48%+427
ALPHABET INC(GOOG)18,98818,844-1442,9363,3210.84%+384
ORACLE CORP(ORCL)04,584+4,58401,0020.25%+1,002
TESLA INC(TSLA)04,785+4,78501,5200.38%+1,520
SHOPIFY INC(SHOP)02,799+2,79903230.08%+323
GLOBAL X FDS
GLOBAL X URANIUM
08,255+8,25503200.08%+320
ADVANCED MICRO DEVICES INC(AMD)07,896+7,89601,1200.28%+1,120
TRUSTMARK CORP(TRMK)042,626+42,62601,5540.39%+1,554
COINBASE GLOBAL INC(COIN)0823+82302880.07%+288
ISHARES BITCOIN TRUST ETF(IBIT)04,664+4,66402850.07%+285
ISHARES TR
NASDAQ TOP 30
09,566+9,56602700.07%+270
ANALOG DEVICES INC(ADI)06,341+6,34101,5090.38%+1,509
AB ACTIVE ETFS INC
SHOR DU YIEL ETF
07,234+7,23402600.07%+260
REGIONS FINANCIAL CORP NEW(RF)030,467+30,46707170.18%+717
AMPHENOL CORP NEW7,9307,721-2095207620.19%+242
NETFLIX INC(NFLX)0649+64908690.22%+869
ITT INC(ITT)01,525+1,52502390.06%+239
MICRON TECHNOLOGY INC(MU)01,860+1,86002290.06%+229
GLOBAL X FDS
GLOBAL X SILVER
04,701+4,70102260.06%+226
ISHARES INC01,903+1,90302260.06%+226
ISHARES TR02,032+2,03202240.06%+224
ISHARES TR04,188+4,18802,6000.65%+2,600
PALO ALTO NETWORKS INC(PANW)06,527+6,52701,3360.34%+1,336
AMERICAN EXPRESS CO(AXP)0668+66802130.05%+213
INVESCO EXCH TRADED FD TR II01,836+1,83602070.05%+207
INTUIT(INTU)0261+26102060.05%+206
ENBRIDGE INC(ENB)04,455+4,45502020.05%+202
XYLEM INC(XYL)01,558+1,55802020.05%+202
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
031,100+31,10001,6200.41%+1,620
MARATHON PETE CORP(MPC)10,82810,628-2001,5781,7650.44%+188
WALMART INC(WMT)030,755+30,75503,0070.76%+3,007
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
05,400+5,40001,2260.31%+1,226
DEXCOM INC(DXCM)012,054+12,05401,0520.26%+1,052
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,546+2,54605770.15%+577
ALPHABET INC(GOOG)08,631+8,63101,5310.39%+1,531
ISHARES TR
MSCI EAFE MIN VL
11,86813,031+1,1639251,0950.28%+171
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,159+2,15905470.14%+547
PUBLIC SVC ENTERPRISE GRP IN(PEG)17,50119,055+1,5541,4401,6040.40%+164
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
21,71823,718+2,0007749370.24%+163
GRAYSCALE BITCOIN TRUST ETF(GBTC)08,284+8,28407030.18%+703
ISHARES TR07,387+7,38701,1110.28%+1,111
FIDELITY NATL INFORMATION SV(FIS)19,24919,460+2111,4381,5840.40%+147
CUMMINS INC(CMI)3,6063,896+2901,1301,2760.32%+146
ISHARES TR
MSCI USA MMENTM
04,751+4,75101,1420.29%+1,142
SYNOPSYS INC(SNPS)01,017+1,01705210.13%+521
DISNEY WALT CO(DIS)05,032+5,03206240.16%+624
ISHARES TR
CORE MSCI EAFE
19,69519,370-3251,4901,6170.41%+127
SPDR INDEX SHS FDS
ST PORT MARK ETF
23,76124,665+9049351,0540.27%+119
TRANE TECHNOLOGIES PLC(TT)02,564+2,56401,1210.28%+1,121
INTERNATIONAL BUSINESS MACHS(IBM)2,7022,670-326727870.20%+115
CADENCE DESIGN SYSTEM INC(CDNS)01,615+1,61504980.13%+498
ISHARES TR01,874+1,87407960.20%+796
FIDELITY MERRIMACK STR TR138,177140,317+2,1406,3086,4201.62%+112
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
056,100+56,10001,7840.45%+1,784
ARISTA NETWORKS INC(ANET)04,455+4,45504560.11%+456
GE AEROSPACE(GE)1,0671,234+1672143180.08%+104
GOLDMAN SACHS GROUP INC(GS)0503+50303560.09%+356
GOLUB CAP BDC INC(GBDC)41,20348,891+7,6886247160.18%+92
VANGUARD INDEX FDS03,693+3,69307200.18%+720
BLUE OWL CAPITAL CORPORATION(OBDC)124,969133,827+8,8581,8321,9190.48%+87
BANK AMERICA CORP014,414+14,41406820.17%+682
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
27,37027,452+829039840.25%+81
NXP SEMICONDUCTORS N V
COM
04,025+4,02508800.22%+880
DELTA AIR LINES INC DEL(DAL)013,514+13,51406650.17%+665
ISHARES INC6,1376,963+8263584370.11%+79
AT&T INC(T)23,61925,729+2,1106687450.19%+77
CATERPILLAR INC(CAT)0949+94903680.09%+368
HERTZ GLOBAL HLDGS INC010,940+10,9400750.02%+75
ISHARES TR04,490+4,49009690.24%+969
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