Dogwood Wealth Management LLC Purchases in Q2 2025

Dogwood Wealth Management LLC

  • $205 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
208
+ 2311.11%
$78.21 - $143.81 $16.3K - $29.9K
217 $29.9M
V
Visa Inc.

Financial Services
49
+ 2.14%
$308.27 - $373.31 $15.1K - $18.3K
2.34K $830M
MGK
Vanguard Mega Cap Growth ETF

ETFs
73
New
$273.67 - $366.17 $20K - $26.7K
73 $26.7M
ATKR
Atkore Inc.

Industrials
346
New
$52.02 - $71.15 $18K - $24.6K
346 $26.1M
Natwest Group PLC
1.94K
New
N/A
1.94K $26M
GS
Goldman Sachs Group Inc

Financial Services
36
+ 1800.0%
$462.22 - $707.75 $16.6K - $25.5K
38 $26.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
89
+ 4.47%
$90.56 - $109.49 $8.06K - $9.74K
2.08K $233M
HON
Honeywell International Inc

Industrials
95
+ 143.94%
$182.86 - $232.88 $17.4K - $22.1K
161 $38.7M
First Tr Exchng Traded Fd Vi
1.26K
New
N/A
1.26K $24.7M
Vanguard Instl Index Fd
317
+ 368.6%
N/A
403 $30.4M
MS
Morgan Stanley

Financial Services
139
+ 113.01%
$99.83 - $140.86 $13.9K - $19.6K
262 $37M
Rocket Lab Corp
549
New
N/A
549 $21.3M
BA
Boeing CO

Industrials
56
+ 30.43%
$136.59 - $217.51 $7.65K - $12.2K
240 $52.4M
Arista Networks Inc
73
+ 14.07%
N/A
592 $61.2M
NYT
New York Times CO

Communication Services
367
New
$45.37 - $57.12 $16.7K - $21K
367 $20.7M
MCHP
Microchip Technology Inc

Technology
255
+ 708.33%
$35.34 - $71.6 $9.01K - $18.3K
291 $21.7M
AXP
American Express CO

Financial Services
62
+ 1550.0%
$231.39 - $318.98 $14.3K - $19.8K
66 $20.9M
COF
Capital One Financial Corp

Financial Services
76
+ 100.0%
$150.57 - $212.76 $11.4K - $16.2K
152 $33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
191
New
$96.84 - $99.46 $18.5K - $19K
191 $18.7M
C
Citigroup Inc

Financial Services
213
+ 1638.46%
$58.13 - $85.12 $12.4K - $18.1K
226 $19.3M
SPGI
S&P Global Inc.

Financial Services
34
+ 1700.0%
$438.31 - $527.29 $14.9K - $17.9K
36 $19M
INTU
Intuit Inc

Technology
19
+ 111.76%
$544.07 - $787.63 $10.3K - $15K
36 $28.1M
AWI
Armstrong World Industries Inc

Industrials
106
New
$126.1 - $163.12 $13.4K - $17.3K
106 $17.7M
REG
Regency Centers Corp

Real Estate
250
New
$65.48 - $74.74 $16.4K - $18.7K
250 $17.4M
LEU
Centrus Energy Corp

Energy
100
New
$54.43 - $208.81 $5.44K - $20.9K
100 $17.4M
Blackrock Inc
16
+ 1600.0%
N/A
17 $18.3M
SMR
Nuscale Power Corp

Industrials
472
New
$12.6 - $43.24 $5.95K - $20.4K
472 $16.6M
ELS
Equity Lifestyle Properties Inc

Real Estate
260
New
$61.46 - $68.02 $16K - $17.7K
260 $16.1M
XOM
Exxon Mobil Corp

Energy
237
+ 10.06%
$99.93 - $119.04 $23.7K - $28.2K
2.59K $296M
RGLD
Royal Gold Inc

Basic Materials
97
New
$155.48 - $186.71 $15.1K - $18.1K
97 $15.5M
BX
Blackstone Inc.

Financial Services
92
+ 1840.0%
$120.07 - $151.11 $11K - $13.9K
97 $15.2M
CBSH
Commerce Bancshares Inc

Financial Services
222
New
$55.42 - $65.63 $12.3K - $14.6K
222 $14.5M
VUG
Vanguard Growth ETF

ETFs
32
New
$329.49 - $438.4 $10.5K - $14K
32 $14M
JKHY
Henry Jack & Associates Inc

Technology
77
New
$163.54 - $186.02 $12.6K - $14.3K
77 $13.9M
COP
Conocophillips

Energy
145
+ 2416.67%
$82.66 - $106.1 $12K - $15.4K
151 $14.5M
Ge Vernova Inc
21
+ 190.91%
N/A
32 $17M
EGP
Eastgroup Properties Inc

Real Estate
80
New
$145.28 - $176.09 $11.6K - $14.1K
80 $13.5M
SF
Stifel Financial Corp

Financial Services
124
New
$76.49 - $103.78 $9.48K - $12.9K
124 $13.3M
CBRE
Cbre Group, Inc.

Real Estate
93
+ 2325.0%
$113.94 - $140.12 $10.6K - $13K
97 $13.6M
BCPC
Balchem Corp

Basic Materials
79
New
$150.5 - $170.45 $11.9K - $13.5K
79 $12.9M
PLD
Prologis, Inc.

Real Estate
121
+ 201.67%
$89.76 - $112.34 $10.9K - $13.6K
181 $19.3M
VFH
Vanguard Financial ETF

ETFs
99
New
$104.87 - $127.3 $10.4K - $12.6K
99 $12.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 200.0%
$4164.15 - $5789.24 $8.33K - $11.6K
3 $17.1M
CEG
Constellation Energy Corp

Utilities
39
+ 1950.0%
$170.96 - $322.76 $6.67K - $12.6K
41 $12.8M
TTC
Toro CO

Industrials
167
New
$63.51 - $77.8 $10.6K - $13K
167 $12.4M
CMCSA
Comcast Corp

Communication Services
348
+ 183.16%
$32.84 - $36.72 $11.4K - $12.8K
538 $19.4M
PRI
Primerica, Inc.

Financial Services
45
New
$244.39 - $290.62 $11K - $13.1K
45 $12.3M
APH
Amphenol Corp

Technology
120
+ 1333.33%
$59.09 - $98.75 $7.09K - $11.9K
129 $12.6M
SYK
Stryker Corp

Healthcare
30
+ 1500.0%
$337.37 - $395.63 $10.1K - $11.9K
32 $12.5M
Activity Summary
Buys All Purchases 503 New Holdings 214 Increased Positions 289 Sells All Sells 111 Reductions 110 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email