Magnolia Wealth Management, LLC
Top Portfolio Positions
158 positions ·
$8,209,965 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
3,405 | $1,260,428 | 15.35% | |
| AAPL |
Apple Inc.
Technology
|
2,847 | $722,540 | 8.80% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
388 | $535,048 | 6.52% | |
| SO |
Southern Co
Utilities
|
3,868 | $373,339 | 4.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
488 | $317,365 | 3.87% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
984 | $289,453 | 3.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
923 | $265,417 | 3.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
1,918 | $238,369 | 2.90% | |
| NVDA |
Nvidia Corp
Technology
|
1,019 | $177,713 | 2.16% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
299 | $172,576 | 2.10% |
Portfolio Trend
17 quarters · across all stocks
Holdings in BHM
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227 | 20 | Shares | Sole | 2026-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||