Portfolio (Quarterly)
Guide ↗
Three Magnolias Financial Advisors, LLC
· CIK 0002056795| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | COP | CONOCOPHILLIPS | Energy | 2,849 | $376K | 0.24% | SOLD |
| 2 | F | FORD MTR CO | Consumer Cyclical | 24,150 | $279K | 0.18% | SOLD |
| 3 | PSX | PHILLIPS 66 | Energy | 1,524 | $278K | 0.18% | SOLD |
| 4 | NEE | NEXTERA ENERGY INC | Utilities | 2,308 | $214K | 0.14% | SOLD |
| 5 | ENB | ENBRIDGE INC | Energy | 3,774 | $203K | 0.13% | SOLD |
| 6 | MPT | MEDICAL PROPERTIES TRUST INC | Financial Services | 10,000 | $46K | 0.03% | SOLD |
| 7 | MREO | MEREO BIOPHARMA GROUP PLC | Healthcare | 19,000 | $6K | 0.00% | SOLD |
Sector Allocation
Technology
41.6%
Financial Services
24.6%
Consumer Cyclical
10.1%
Consumer Defensive
6.0%
Healthcare
5.5%
Industrials
4.3%
Utilities
3.4%
Communication Services
1.7%
Basic Materials
1.2%
Real Estate
1.0%