
MAGNOLIA WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | SO | 4K | $318.79K |
![]() | MSFT | 3K | $1.65M |
![]() | AAPL | 3K | $775.94K |
![]() | WMT | 2K | $218.59K |
![]() | AMZN | 2K | $356.39K |
![]() | JPM | 984 | $317.06K |
![]() | GOOGL | 930 | $291.09K |
![]() | FIX | 388 | $362.12K |

The Southern Company
SO
Shares Held
4K
Value
$318.79K

Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.65M

Apple Inc.
AAPL
Shares Held
3K
Value
$775.94K

Walmart Inc.
WMT
Shares Held
2K
Value
$218.59K

Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$356.39K

JPMorgan Chase & Co.
JPM
Shares Held
984
Value
$317.06K

Alphabet Inc.
GOOGL
Shares Held
930
Value
$291.09K

Comfort Systems USA, Inc.
FIX
Shares Held
388
Value
$362.12K
