Fund HoldingsMAGNOLIA CAPITAL ADVISORS LLC

Total Portfolio Value
$199.95M
Total Bought
$49.31M
Total Sold
$30.72M
Net Transaction
+$18.59M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VANECK ETF TRUST
MRNGSTR WDE MOAT
4,19583,897+79,7023638,1344.07%+7,770
ISHARES TR13,07470,955+57,8811,5538,9134.46%+7,360
VANGUARD WHITEHALL FDS064,862+64,86205,7262.86%+5,726
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
031,100+31,10001,4780.74%+1,478
VANGUARD BD INDEX FDS45,76662,817+17,0513,2974,7182.36%+1,421
FIDELITY NATL INFORMATION SV(FIS)015,076+15,07601,2630.63%+1,263
ANALOG DEVICES INC(ADI)05,155+5,15501,1860.59%+1,186
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
05,400+5,40001,0850.54%+1,085
NEXTERA ENERGY INC(NEE)5,84617,387+11,5414141,4700.74%+1,056
FIDELITY MERRIMACK STR TR51,84972,376+20,5272,3303,3831.69%+1,053
PUBLIC SVC ENTERPRISE GRP IN(PEG)5,50616,037+10,5314061,4310.72%+1,025
PALO ALTO NETWORKS INC(PANW)02,919+2,91909980.50%+998
SCHWAB STRATEGIC TR018,086+18,08609700.49%+970
ISHARES TR04,380+4,38009670.48%+967
ISHARES TR
TRS FLT RT BD
018,666+18,66609450.47%+945
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,6455,354+3,7093721,2090.60%+837
HOME DEPOT INC(HD)6,9787,951+9732,4023,2221.61%+820
DELTA AIR LINES INC DEL(DAL)013,004+13,00406600.33%+660
CHIPOTLE MEXICAN GRILL INC(CMG)010,186+10,18605870.29%+587
SCHWAB STRATEGIC TR102,768101,174-1,5947,9918,5524.28%+561
BITWISE ETHEREUM ETF028,989+28,98905400.27%+540
INTERNATIONAL BUSINESS MACHS(IBM)02,218+2,21804900.25%+490
ISHARES TR03,247+3,24704730.24%+473
FS KKR CAP CORP(FSK)020,986+20,98604140.21%+414
ELI LILLY CO(LLY)0459+45904070.20%+407
PALANTIR TECHNOLOGIES INC(PLTR)010,598+10,59803940.20%+394
GOLUB CAP BDC INC(GBDC)025,820+25,82003900.20%+390
ARISTA NETWORKS INC01,003+1,00303850.19%+385
MONROE CAP CORP59,448100,639+41,1914528130.41%+361
UNITED STATES STL CORP NEW09,800+9,80003460.17%+346
SIMON PPTY GROUP INC NEW(SPG)01,853+1,85303130.16%+313
INVESCO QQQ TR0600+60002930.15%+293
WYNN RESORTS LTD(WYNN)03,001+3,00102880.14%+288
THE TRADE DESK INC(TTD)02,605+2,60502860.14%+286
BEST BUY INC(BBY)14,39514,458+631,2131,4940.75%+280
NUCOR CORP(NUE)01,802+1,80202710.14%+271
MEDTRONIC PLC(MDT)12,20313,533+1,3309601,2180.61%+258
PFIZER INC(PFE)08,446+8,44602440.12%+244
CME GROUP INC(CME)6,3456,725+3801,2481,4840.74%+236
JOHNSON CTLS INTL PLC
SHS
16,51217,093+5811,0981,3270.66%+229
SELECT SECTOR SPDR TR
ST STR FINL ETF
04,956+4,95602250.11%+225
VERIZON COMMUNICATIONS INC(VZ)30,40432,807+2,4031,2541,4730.74%+220
TEXAS PACIFIC LAND CORPORATI(TPL)0246+24602180.11%+218
VANGUARD INDEX FDS50,49547,624-2,8718,1008,3144.16%+214
META PLATFORMS INC(META)1,8211,975+1549181,1310.57%+212
FREEPORT MCMORAN INC(FCX)04,221+4,22102110.11%+211
AIR PRODS CHEMS INC4,3944,502+1081,1341,3400.67%+207
JOHNSON JOHNSON(JNJ)7,7828,287+5051,1371,3430.67%+205
BITWISE BITCOIN ETF TR(BITB)87,63388,737+1,1042,8653,0691.54%+205
AMERICAN EXPRESS CO(AXP)0751+75102040.10%+204
MGM RESORTS INTERNATIONAL(MGM)05,203+5,20302030.10%+203
UNITEDHEALTH GROUP INC(UNH)1,6831,811+1288571,0590.53%+202
VANGUARD INDEX FDS0382+38202020.10%+202
COMCAST CORP NEW(CCZ)27,91030,756+2,8461,0931,2850.64%+192
DARDEN RESTAURANTS INC(DRI)7,7748,311+5371,1761,3640.68%+188
AMAZON COM INC(AMZN)4,9006,083+1,1839471,1330.57%+187
UNION PAC CORP(UNP)5,0575,208+1511,1441,2840.64%+139
APPLE INC(AAPL)9,0958,788-3071,9162,0481.02%+132
FISERV INC(FISV)4,6794,580-996978230.41%+125
ALLSTATE CORP(ALL)4,0214,041+206427660.38%+124
ISHARES TR
MSCI USA MIN ETF
14,08014,186+1061,1821,2950.65%+113
CHUBB LIMITED
COM
5,4125,168-2441,3811,4900.75%+110
BROADCOM INC(AVGO)1,24512,220+10,9751,9992,1081.05%+108
INTERCONTINENTAL EXCHANGE IN(ICE)5,0875,009-786968050.40%+108
SP GLOBAL INC(SPGI)1,4891,492+36647710.39%+107
SCHWAB STRATEGIC TR51,81551,81502,3622,4621.23%+101
VISA INC(V)3,6043,789+1859461,0420.52%+96
ISHARES TR16,67416,020-6541,7781,8740.94%+95
ISHARES TR4,0393,979-602,2102,2951.15%+85
AMGEN INC(AMGN)0892+89202870.14%+287
CATERPILLAR INC(CAT)0830+83003250.16%+325
ISHARES TR10,56710,510-579311,0040.50%+72
MICROSOFT CORP(MSFT)7,4637,908+4453,3353,4031.70%+67
IQVIA HLDGS INC(IQV)2,5412,551+105376050.30%+67
VANGUARD STAR FDS05,405+5,40503500.17%+350
ISHARES TR
CORE MSCI EAFE
11,76211,699-638549130.46%+59
STERIS PLC(STE)2,4802,486+65456030.30%+58
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
29,17729,107-709419980.50%+57
ISHARES TR15,28715,200-878959470.47%+53
HONEYWELL INTL INC(HON)01,368+1,36802830.14%+283
TJX COS INC NEW(TJX)7,9067,794-1128709160.46%+46
RANGER ENERGY SVCS INC48,22346,273-1,9505075510.28%+44
SALESFORCE INC(CRM)2,3932,406+136156590.33%+43
GOLDMAN SACHS GROUP INC(GS)0681+68103370.17%+337
DIMENSIONAL ETF TRUST
US TARGETED VLU
9,9089,944+365145530.28%+39
ISHARES TR
MSCI EAFE MIN VL
6,6416,470-1714614960.25%+36
L3HARRIS TECHNOLOGIES INC(LHX)2,4962,501+55615950.30%+34
ISHARES TR
MSCI USA MMENTM
5,1595,123-361,0051,0390.52%+33
MOTOROLA SOLUTIONS INC(MSI)3,8203,354-4661,4751,5080.75%+33
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
16,37016,447+774304630.23%+32
ISHARES TR
CORE HIGH DV ETF
3,4763,487+113784100.21%+32
SPDR INDEX SHS FDS
ST PORT MARK ETF
07,662+7,66203160.16%+316
WALMART INC(WMT)27,17623,103-4,0731,8401,8660.93%+26
PROCTER AND GAMBLE CO(PG)2,0132,059+463323570.18%+25
ISHARES TR7,7477,670-779881,0120.51%+24
ISHARES INC
CORE MSCI EMKT
14,41213,816-5967717930.40%+22
EXXON MOBIL CORP02,079+2,07902440.12%+244
DIAMEDICA THERAPEUTICS INC010,000+10,0000420.02%+42
SCHWAB STRATEGIC TR03,548+3,54802360.12%+236
ISHARES TR
CORE 1 5 YR USD
05,786+5,78602820.14%+282
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