Three Magnolias Financial Advisors, LLC
Top Portfolio Positions
66 positions ·
$51,557,194 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
18,256 | $4,633,190 | 8.99% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,723 | $4,457,561 | 8.65% | |
| NVDA |
Nvidia Corp
Technology
|
24,975 | $4,355,640 | 8.45% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
25,880 | $3,785,726 | 7.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,950 | $2,905,366 | 5.64% | |
| MSFT |
Microsoft Corp
Technology
|
7,527 | $2,786,269 | 5.40% | |
| COR |
Cencora, Inc.
Healthcare
|
6,000 | $1,884,840 | 3.66% | |
| JNJ |
Johnson & Johnson
Healthcare
|
7,166 | $1,751,657 | 3.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,396 | $1,293,127 | 2.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,725 | $1,121,836 | 2.18% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ORC
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,457 | 15,001 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $108,007 | 15,001 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $70,765 | 10,095 | Shares | Sole | 2025-10-21 | |
| No 13F history on record for this holder in this stock. | ||||||