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
FDS
Factset Research Systems Inc

Financial Services
26
New
$398.85 - $473.32 $10.4K - $12.3K
26 $11.6M
ADSK
Autodesk, Inc.

Technology
34
+ 212.5%
N/A
50 $15.7M
MPC
Marathon Petroleum Corp

Energy
35
+ 22.88%
$118.55 - $170.08 $4.15K - $5.95K
188 $33.8M
BPOP
Popular, Inc.

Financial Services
99
New
$81.63 - $110.51 $8.08K - $10.9K
99 $11.3M
FR
First Industrial Realty Trust Inc

Real Estate
233
New
$43.07 - $54.05 $10K - $12.6K
233 $11.3M
NXST
Nexstar Media Group, Inc.

Communication Services
60
New
$144.68 - $181.86 $8.68K - $10.9K
60 $11M
MORN
Morningstar, Inc.

Financial Services
36
New
$255.31 - $313.93 $9.19K - $11.3K
36 $10.9M
APO
Apollo Global Management, Inc.

Financial Services
75
+ 1500.0%
$108.68 - $145.07 $8.15K - $10.9K
80 $11.6M
HLI
Houlihan Lokey, Inc.

Financial Services
59
New
$141.59 - $182.75 $8.35K - $10.8K
59 $10.9M
CPT
Camden Property Trust

Real Estate
96
New
$106.53 - $122.8 $10.2K - $11.8K
96 $10.9M
GILD
Gilead Sciences, Inc.

Healthcare
98
+ 150.77%
$96.91 - $113.0 $9.5K - $11.1K
163 $18.1M
ALCC
Alt C Acquisition Corp.

Financial Services
202
New
N/A
202 $10.8M
PB
Prosperity Bancshares Inc

Financial Services
145
New
$63.76 - $73.75 $9.25K - $10.7K
145 $10.8M
EQIX
Equinix Inc

Real Estate
14
+ 1400.0%
$740.07 - $914.43 $10.4K - $12.8K
15 $11.5M
MCO
Moodys Corp

Financial Services
21
+ 2100.0%
$396.7 - $501.59 $8.33K - $10.5K
22 $11M
CDNS
Cadence Design Systems Inc

Technology
32
+ 1600.0%
$231.64 - $323.08 $7.41K - $10.3K
34 $11M
AIZ
Assurant, Inc.

Financial Services
54
New
$179.73 - $211.56 $9.71K - $11.4K
54 $10.3M
INGR
Ingredion Inc

Consumer Defensive
75
New
$123.22 - $140.95 $9.24K - $10.6K
75 $10.3M
GHC
Graham Holdings CO

Consumer Defensive
11
New
$876.56 - $1003.53 $9.64K - $11K
11 $10.2M
AMAT
Applied Materials Inc

Technology
39
+ 75.0%
$126.95 - $183.52 $4.95K - $7.16K
91 $17.7M
TFC
Truist Financial Corp

Financial Services
223
+ 1715.38%
$34.79 - $42.99 $7.76K - $9.59K
236 $10.7M
UNM
Unum Group

Financial Services
123
New
$70.48 - $82.91 $8.67K - $10.2K
123 $9.96M
MSA
Msa Safety Inc

Industrials
57
New
$130.21 - $169.16 $7.42K - $9.64K
57 $9.94M
TJX
Tjx Companies Inc

Consumer Cyclical
79
+ 718.18%
$119.13 - $135.03 $9.41K - $10.7K
90 $11.3M
VST
Vistra Corp.

Utilities
22
+ 28.95%
$98.07 - $195.04 $2.16K - $4.29K
98 $18.7M
DE
Deere & CO

Industrials
10
+ 8.55%
$412.99 - $531.48 $4.13K - $5.31K
127 $64.6M
O
Realty Income Corp

Real Estate
169
+ 1877.78%
$52.27 - $58.52 $8.83K - $9.89K
178 $10.2M
DLR
Digital Realty Trust, Inc.

Real Estate
56
+ 2800.0%
$136.11 - $177.69 $7.62K - $9.95K
58 $9.91M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
134
New
N/A
134 $9.61M
SNPS
Synopsys Inc

Technology
17
+ 1700.0%
$380.9 - $517.66 $6.48K - $8.8K
18 $9.93M
WTS
Watts Water Technologies Inc

Industrials
37
New
$180.4 - $247.22 $6.67K - $9.15K
37 $9.42M
PFE
Pfizer Inc

Healthcare
364
+ 308.47%
$21.59 - $24.84 $7.86K - $9.04K
482 $12.4M
FBP
First Bancorp

Financial Services
430
New
$16.84 - $21.1 $7.24K - $9.07K
430 $9.33M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
26
+ 433.33%
$177.93 - $313.14 $4.63K - $8.14K
32 $10.6M
WDFC
Wd 40 CO

Basic Materials
40
New
$217.49 - $248.93 $8.7K - $9.96K
40 $9.19M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
93
New
$86.97 - $102.82 $8.09K - $9.56K
93 $9.15M
NEE
Nextera Energy Inc

Utilities
89
+ 5.27%
$64.11 - $75.0 $5.71K - $6.68K
1.78K $129M
MMM
3 M CO

Industrials
59
+ 1475.0%
$126.09 - $154.15 $7.44K - $9.09K
63 $9.69M
PYPL
Pay Pal Holdings, Inc.

Financial Services
119
+ 1700.0%
$57.41 - $74.81 $6.83K - $8.9K
126 $9.45M
MTG
Mgic Investment Corp

Financial Services
330
New
$22.43 - $28.1 $7.4K - $9.27K
330 $8.99M
MWA
Mueller Water Products, Inc.

Industrials
363
New
$22.82 - $27.21 $8.28K - $9.88K
363 $8.96M
AVY
Avery Dennison Corp

Industrials
49
New
$159.58 - $183.97 $7.82K - $9.01K
49 $8.93M
PM
Philip Morris International Inc.

Consumer Defensive
46
+ 117.95%
$149.23 - $184.95 $6.86K - $8.51K
85 $15.1M
SAP
Sap Se

Technology
21
+ 35.0%
$237.53 - $309.8 $4.99K - $6.51K
81 $25M
MRVL
Marvell Technology, Inc.

Technology
122
+ 2440.0%
$49.38 - $79.97 $6.02K - $9.76K
127 $9.14M
MAR
Marriott International Inc

Consumer Cyclical
31
+ 1550.0%
$211.12 - $274.14 $6.54K - $8.5K
33 $9.24M
Linde PLC
18
+ 81.82%
N/A
40 $18.8M
TTD
Trade Desk, Inc.

Technology
79
+ 57.25%
$45.27 - $79.4 $3.58K - $6.27K
217 $16.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
45
+ 121.62%
$151.62 - $183.47 $6.82K - $8.26K
82 $14.8M
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
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