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  Name: Magnolia Wealth Management LLC
  City: DOTHAN
  State: AL
  Zip: 36305
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $244,426,000
  Total Value Change : $127,769,000
  Securities Held Change : 8
   
All Securities Held : 19
  New Positions : 8
  Closed Positions : 0
  Increased Positions : 11
  Unchanged Positions : 0
  Decreased Positions : 0

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LLY)1 Year Chart         LLY Eli Lilly & Co 10 New $891.46 $763,000 992 0.31% 763,000 992 0    Drug Manufacturers - ...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 11 New $182.81 $544,000 3,010 0.22% 544,000 3,010 0    Internet Software & S...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 14 New $197.00 $379,000 1,898 0.16% 379,000 1,898 0    Domestic Money Center...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 15 New $504.28 $354,000 736 0.14% 354,000 736 0    Closed - End Fund - E...
   (DTE)1 Year Chart         DTE DTE Energy Co 16 New $110.57 $260,000 2,330 0.11% 260,000 2,330 0.001    Electric Utilities
   (BRCC)1 Year Chart         BRCC BRC Inc. 17 New $6.23 $254,000 58,850 0.1% 254,000 58,850 0.065    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 18 New $175.09 $245,000 1,600 0.1% 245,000 1,600 0    Search Engines & Info...
   (HD)1 Year Chart         HD Home Depot Inc 19 New $353.87 $211,000 562 0.09% 211,000 562 0    Home Improvement Stores

      8 Records Found
  1    
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