Dogwood Wealth Management LLC Purchases in Q1 2025

Dogwood Wealth Management LLC

  • $190 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
52
+ 4.41%
$576.36 - $736.67 $30K - $38.3K
1.23K $709M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.36K
+ 23.65%
$47.79 - $59.89 $113K - $141K
12.3K $618M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
366
+ 24.81%
$53.6 - $58.97 $19.6K - $21.6K
1.84K $101M
ADI
Analog Devices Inc

Technology
251
+ 8.15%
$201.56 - $243.82 $50.6K - $61.2K
3.33K $672M
CAT
Caterpillar Inc

Industrials
221
+ 13.02%
$326.75 - $407.63 $72.2K - $90.1K
1.92K $633M
WFC
Wells Fargo & Company

Financial Services
231
New
$66.78 - $81.42 $15.4K - $18.8K
231 $16.6M
SPOT
Spotify Technology S.A.

Communication Services
29
New
$457.79 - $648.32 $13.3K - $18.8K
29 $16M
PLTR
Palantir Technologies Inc.

Technology
188
New
$64.98 - $124.62 $12.2K - $23.4K
188 $15.9M
ABT
Abbott Laboratories

Healthcare
63
+ 19.27%
$111.1 - $140.22 $7K - $8.83K
390 $51.7M
EMR
Emerson Electric CO

Industrials
722
+ 15.97%
$108.64 - $131.17 $78.4K - $94.7K
5.24K $575M
TQQQ
Proshares Ultrapro Qqq

ETFs
249
New
$57.3 - $90.39 $14.3K - $22.5K
249 $14.3M
AAPL
Apple Inc.

Technology
1.1K
+ 13.5%
$209.68 - $247.1 $231K - $272K
9.26K $2.06B
BAC
Bank Of America Corp

Financial Services
1.11K
+ 7.43%
$39.61 - $47.74 $43.8K - $52.8K
16K $668M
CSCO
Cisco Systems, Inc.

Technology
208
New
$58.74 - $64.87 $12.2K - $13.5K
208 $12.8M
DE
Deere & CO

Industrials
17
+ 17.0%
$408.57 - $509.27 $6.95K - $8.66K
117 $54.9M
ACN
Accenture PLC

Technology
40
New
$300.91 - $398.25 $12K - $15.9K
40 $12.5M
EME
Emcor Group, Inc.

Industrials
53
+ 59.55%
$361.16 - $535.99 $19.1K - $28.4K
142 $52.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
29
+ 23.58%
$308.86 - $455.36 $8.96K - $13.2K
152 $53.6M
DFIV
Dimensional ETF Tr

ETFs
10
+ 0.35%
$35.33 - $40.77 $353 - $408
2.87K $113M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
266
+ 12.81%
$39.61 - $42.65 $10.5K - $11.3K
2.34K $95.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
109
New
$100.32 - $100.76 $10.9K - $11K
109 $11M
AVLV
American Centy ETF Tr Avantis
168
New
$63.51 - $70.42 $10.7K - $11.8K
168 $11M
INTU
Intuit Inc

Technology
17
New
$555.63 - $630.23 $9.45K - $10.7K
17 $10.4M
TXN
Texas Instruments Inc

Technology
58
New
N/A
58 $10.4M
NOW
Service Now, Inc.

Technology
13
New
$783.83 - $1170.39 $10.2K - $15.2K
13 $10.4M
Linde PLC
22
New
N/A
22 $10.2M
MDT
Medtronic PLC

Healthcare
111
New
$79.84 - $94.5 $8.86K - $10.5K
111 $10M
IBM
International Business Machines Corp

Technology
39
New
$217.4 - $264.74 $8.48K - $10.3K
39 $9.7M
CME
Cme Group Inc.

Financial Services
20
+ 16.39%
$225.82 - $266.54 $4.52K - $5.33K
142 $37.7M
LOW
Lowes Companies Inc

Consumer Cyclical
39
New
$222.66 - $268.42 $8.68K - $10.5K
39 $9.1M
MU
Micron Technology Inc

Technology
99
New
$86.89 - $109.38 $8.6K - $10.8K
99 $8.6M
UNP
Union Pacific Corp

Industrials
36
New
$225.21 - $254.42 $8.11K - $9.16K
36 $8.51M
UBER
Uber Technologies, Inc

Technology
113
New
$63.17 - $81.49 $7.14K - $9.21K
113 $8.23M
APP
App Lovin Corp

Technology
29
New
$238.08 - $510.13 $6.9K - $14.8K
29 $7.68M
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 34.48%
$279.74 - $321.29 $5.59K - $6.43K
78 $24.5M
RTX
Raytheon Technologies Corp

Industrials
53
+ 160.61%
$114.1 - $135.66 $6.05K - $7.19K
86 $11.4M
AMAT
Applied Materials Inc

Technology
52
New
$145.06 - $195.51 $7.54K - $10.2K
52 $7.55M
INTC
Intel Corp

Technology
245
+ 33.84%
$19.1 - $27.39 $4.68K - $6.71K
969 $22M
SCHW
Schwab Charles Corp

Financial Services
94
New
$71.24 - $83.64 $6.7K - $7.86K
94 $7.36M
GILD
Gilead Sciences, Inc.

Healthcare
65
New
$89.14 - $117.41 $5.79K - $7.63K
65 $7.28M
Nebius Group N.V.
333
New
N/A
333 $7.04M
CMCSA
Comcast Corp

Communication Services
190
New
$33.19 - $38.23 $6.31K - $7.26K
190 $7.01M
CB
Chubb LTD

Financial Services
23
New
$257.71 - $301.99 $5.93K - $6.95K
23 $6.97M
DHR
Danaher Corp

Healthcare
33
New
$201.62 - $250.59 $6.65K - $8.27K
33 $6.77M
PLD
Prologis, Inc.

Real Estate
60
New
$103.59 - $124.04 $6.22K - $7.44K
60 $6.71M
ED
Consolidated Edison Inc

Utilities
19
+ 8.92%
$88.0 - $110.59 $1.67K - $2.1K
232 $25.7M
Vanguard Instl Index Fd
86
New
N/A
86 $6.49M
ICE
Intercontinental Exchange, Inc.

Financial Services
37
New
$142.8 - $176.36 $5.28K - $6.53K
37 $6.38M
Weride Inc
460
New
N/A
460 $6.24M
Activity Summary
Buys All Purchases 394 New Holdings 263 Increased Positions 131 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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