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
PM
Philip Morris International Inc.

Consumer Defensive
39
New
$117.15 - $158.79 $4.57K - $6.19K
39 $6.19M
PANW
Palo Alto Networks Inc

Technology
35
+ 875.0%
$167.82 - $208.28 $5.87K - $7.29K
39 $6.66M
Lam Research Corp
81
New
N/A
81 $5.9M
MELI
Mercadolibre Inc

Consumer Cyclical
3
New
$1739.0 - $2260.0 $5.22K - $6.78K
3 $5.85M
CVS
Cvs Health Corp

Healthcare
84
New
$44.22 - $68.64 $3.71K - $5.77K
84 $5.69M
SHW
Sherwin Williams CO

Basic Materials
15
+ 31.91%
$330.16 - $365.55 $4.95K - $5.48K
62 $21.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
83
New
$56.12 - $68.15 $4.66K - $5.66K
83 $5.63M
KLAC
Kla Corp

Technology
8
New
$636.62 - $777.63 $5.09K - $6.22K
8 $5.44M
ECL
Ecolab Inc.

Basic Materials
16
+ 24.62%
$229.72 - $269.82 $3.68K - $4.32K
81 $20.5M
ADBE
Adobe Inc.

Technology
17
+ 80.95%
$377.84 - $464.11 $6.42K - $7.89K
38 $14.6M
UPS
United Parcel Service Inc

Industrials
46
New
$109.66 - $136.26 $5.04K - $6.27K
46 $5.06M
TT
Trane Technologies PLC

Industrials
15
New
$332.0 - $400.86 $4.98K - $6.01K
15 $5.05M
BMY
Bristol Myers Squibb CO

Healthcare
64
+ 26.78%
$53.9 - $63.11 $3.45K - $4.04K
303 $18.5M
DIS
Walt Disney CO

Communication Services
116
+ 22.52%
$96.87 - $114.0 $11.2K - $13.2K
631 $62.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
27
New
$168.84 - $202.89 $4.56K - $5.48K
27 $4.75M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
New
$4295.4 - $5141.88 $4.3K - $5.14K
1 $4.61M
USB
Us Bancorp \De\

Financial Services
107
New
$40.92 - $50.9 $4.38K - $5.45K
107 $4.52M
BK
Bank Of New York Mellon Corp

Financial Services
50
New
$75.42 - $88.95 $3.77K - $4.45K
50 $4.19M
ITW
Illinois Tool Works Inc

Industrials
20
+ 14.93%
$244.9 - $274.48 $4.9K - $5.49K
154 $38.1M
TDG
Trans Digm Group Inc

Industrials
3
New
$1251.32 - $1394.11 $3.75K - $4.18K
3 $4.15M
TRV
Travelers Companies, Inc.

Financial Services
15
New
$232.43 - $265.13 $3.49K - $3.98K
15 $3.97M
MO
Altria Group, Inc.

Consumer Defensive
18
+ 4.85%
$50.81 - $60.02 $915 - $1.08K
389 $23.3M
AIG
American International Group, Inc.

Financial Services
45
New
$70.5 - $86.94 $3.17K - $3.91K
45 $3.91M
CSX
Csx Corp

Industrials
131
New
$29.11 - $33.67 $3.81K - $4.41K
131 $3.86M
NKE
Nike, Inc.

Consumer Cyclical
60
New
$63.29 - $81.72 $3.8K - $4.9K
60 $3.83M
SLB
Schlumberger Limited

Energy
91
New
$38.4 - $43.74 $3.49K - $3.98K
91 $3.8M
OKE
Oneok Inc

Energy
38
New
$89.57 - $109.85 $3.4K - $4.17K
38 $3.77M
DELL
Dell Technologies Inc.

Technology
41
New
$90.34 - $124.66 $3.7K - $5.11K
41 $3.74M
KWEB
Kraneshares Tr Csi China Inter

ETFs
106
New
$27.29 - $38.29 $2.89K - $4.06K
106 $3.7M
DASH
Door Dash, Inc.

Communication Services
20
New
$168.37 - $213.38 $3.37K - $4.27K
20 $3.66M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
7
+ 233.33%
$402.49 - $513.76 $2.82K - $3.6K
10 $4.85M
JCI
Johnson Controls International PLC

Industrials
44
New
$76.12 - $90.6 $3.35K - $3.99K
44 $3.53M
PCAR
Paccar Inc

Industrials
36
New
$96.91 - $112.51 $3.49K - $4.05K
36 $3.51M
CTAS
Cintas Corp

Industrials
17
New
$182.09 - $208.14 $3.1K - $3.54K
17 $3.49M
AMT
American Tower Corp

Real Estate
16
New
$173.46 - $217.6 $2.78K - $3.48K
16 $3.48M
GM
General Motors CO

Consumer Cyclical
73
New
$45.22 - $54.92 $3.3K - $4.01K
73 $3.43M
FDX
Fedex Corp

Industrials
14
New
$230.33 - $281.53 $3.22K - $3.94K
14 $3.43M
AMP
Ameriprise Financial Inc

Financial Services
7
New
$472.29 - $575.13 $3.31K - $4.03K
7 $3.39M
FCX
Freeport Mcmoran Inc

Basic Materials
89
New
$34.5 - $43.01 $3.07K - $3.83K
89 $3.37M
ALL
Allstate Corp

Financial Services
16
New
$180.99 - $210.18 $2.9K - $3.36K
16 $3.33M
SPG
Simon Property Group Inc

Real Estate
20
New
$159.48 - $187.78 $3.19K - $3.76K
20 $3.32M
CARR
Carrier Global Corp

Industrials
54
+ 168.75%
$62.07 - $70.55 $3.35K - $3.81K
86 $5.46M
NXPI
Nxp Semiconductors N.V.

Technology
17
New
$189.99 - $245.86 $3.23K - $4.18K
17 $3.25M
CCI
Crown Castle International Corp

Real Estate
31
New
$84.33 - $106.39 $2.61K - $3.3K
31 $3.23M
SYLD
Cambria Shareholder Yld ETF

ETFs
50
New
$62.77 - $71.4 $3.14K - $3.57K
50 $3.19M
TGT
Target Corp

Consumer Defensive
30
New
$103.65 - $142.5 $3.11K - $4.28K
30 $3.13M
OTIS
Otis Worldwide Corp

Industrials
28
+ 175.0%
$90.77 - $104.01 $2.54K - $2.91K
44 $4.5M
FAST
Fastenal CO

Industrials
39
New
$71.11 - $79.98 $2.77K - $3.12K
39 $3.02M
PSA
Public Storage

Real Estate
10
New
$288.99 - $313.98 $2.89K - $3.14K
10 $2.99M
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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