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
FTNT
Fortinet, Inc.

Technology
31
New
$92.49 - $114.57 $2.87K - $3.55K
31 $2.98M
Te Connectivity PLC
21
New
N/A
21 $2.97M
ZTS
Zoetis Inc.

Healthcare
18
New
$156.48 - $175.67 $2.82K - $3.16K
18 $2.96M
SHEL
Shell PLC

Energy
2
+ 0.77%
$62.84 - $73.29 $126 - $147
262 $19.2M
SBUX
Starbucks Corp

Consumer Cyclical
30
New
$91.75 - $115.81 $2.75K - $3.47K
30 $2.94M
RSG
Republic Services, Inc.

Industrials
12
New
$200.09 - $242.16 $2.4K - $2.91K
12 $2.91M
YUM
Yum Brands Inc

Consumer Cyclical
15
+ 68.18%
$123.25 - $162.53 $1.85K - $2.44K
37 $5.9M
PFE
Pfizer Inc

Healthcare
113
+ 2260.0%
$25.01 - $27.13 $2.83K - $3.07K
118 $2.99M
MSCI
Msci Inc.

Financial Services
5
New
$541.46 - $628.34 $2.71K - $3.14K
5 $2.83M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
113
+ 12.7%
$43.03 - $49.3 $4.86K - $5.57K
1K $44.1M
NEE
Nextera Energy Inc

Utilities
57
+ 3.49%
$66.96 - $76.16 $3.82K - $4.34K
1.69K $120M
LHX
L3 Harris Technologies, Inc.

Industrials
13
New
$194.65 - $222.86 $2.53K - $2.9K
13 $2.72M
HES
Hess Corp

Energy
17
New
$135.42 - $160.52 $2.3K - $2.73K
17 $2.72M
NEM
Newmont Corp

Basic Materials
56
New
$37.79 - $48.39 $2.12K - $2.71K
56 $2.7M
DHI
Horton D R Inc

Consumer Cyclical
21
New
$125.29 - $147.65 $2.63K - $3.1K
21 $2.67M
F
Ford Motor CO

Consumer Cyclical
263
New
$9.12 - $10.43 $2.4K - $2.74K
263 $2.64M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
82
New
$30.59 - $33.02 $2.51K - $2.71K
82 $2.6M
CHTR
Charter Communications, Inc.

Communication Services
7
New
$334.89 - $384.77 $2.34K - $2.69K
7 $2.58M
KD
Kyndryl Holdings, Inc.

Technology
80
New
$31.32 - $43.45 $2.51K - $3.48K
80 $2.51M
VLO
Valero Energy Corp

Energy
19
New
$121.76 - $142.99 $2.31K - $2.72K
19 $2.51M
ABNB
Airbnb, Inc.

Consumer Cyclical
27
+ 45.0%
$119.38 - $161.42 $3.22K - $4.36K
87 $10.4M
CMI
Cummins Inc

Industrials
8
New
$312.92 - $386.07 $2.5K - $3.09K
8 $2.51M
URI
United Rentals, Inc.

Industrials
4
New
$594.17 - $789.56 $2.38K - $3.16K
4 $2.51M
GD
General Dynamics Corp

Industrials
9
New
$241.94 - $272.58 $2.18K - $2.45K
9 $2.45M
SNOW
Snowflake Inc.

Technology
19
+ 47.5%
$146.16 - $192.78 $2.78K - $3.66K
59 $8.62M
VICI
Vici Properties Inc.

Real Estate
74
New
$28.21 - $32.68 $2.09K - $2.42K
74 $2.45M
HCA
Hca Healthcare, Inc.

Healthcare
7
New
$296.7 - $345.55 $2.08K - $2.42K
7 $2.42M
CTSH
Cognizant Technology Solutions Corp

Technology
31
New
$75.32 - $90.7 $2.33K - $2.81K
31 $2.37M
WTW
Willis Towers Watson PLC

Financial Services
7
New
$306.61 - $340.78 $2.15K - $2.39K
7 $2.37M
HIG
Hartford Financial Services Group, Inc.

Financial Services
19
New
$106.31 - $123.73 $2.02K - $2.35K
19 $2.35M
HWM
Howmet Aerospace Inc.

Industrials
18
New
$110.79 - $139.39 $1.99K - $2.51K
18 $2.34M
CRH.L
Crh PLC

Basic Materials
26
New
N/A
26 $2.29M
PCG
Pg&E Corp

Utilities
131
New
$15.16 - $20.4 $1.99K - $2.67K
131 $2.25M
GIS
General Mills Inc

Consumer Defensive
37
New
$57.56 - $65.3 $2.13K - $2.42K
37 $2.21M
EFX
Equifax Inc

Industrials
9
New
$235.63 - $278.34 $2.12K - $2.51K
9 $2.19M
LEN
Lennar Corp

Consumer Cyclical
19
New
$113.93 - $141.54 $2.16K - $2.69K
19 $2.18M
ODFL
Old Dominion Freight Line, Inc.

Industrials
13
New
$161.13 - $209.29 $2.09K - $2.72K
13 $2.15M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
745
New
$2.86 - $9.78 $2.13K - $7.29K
745 $2.13M
OXY
Occidental Petroleum Corp

Energy
43
New
$45.45 - $52.7 $1.95K - $2.27K
43 $2.12M
IQV
Iqvia Holdings Inc.

Healthcare
12
New
$176.3 - $209.96 $2.12K - $2.52K
12 $2.12M
EPD
Enterprise Products Partners L.P.

Energy
10
+ 1.6%
$31.75 - $34.14 $318 - $341
635 $21.7M
ETR
Entergy Corp

Utilities
24
New
$75.26 - $87.89 $1.81K - $2.11K
24 $2.05M
DAL
Delta Air Lines, Inc.

Industrials
47
New
$43.6 - $69.06 $2.05K - $3.25K
47 $2.05M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
9
New
$221.78 - $273.45 $2K - $2.46K
9 $2.05M
TSCO
Tractor Supply CO

Consumer Cyclical
37
New
$51.66 - $57.94 $1.91K - $2.14K
37 $2.04M
MCK
Mckesson Corp

Healthcare
3
New
$566.21 - $672.99 $1.7K - $2.02K
3 $2.02M
RMD
Resmed Inc

Healthcare
9
New
$219.7 - $257.65 $1.98K - $2.32K
9 $2.02M
BRO
Brown & Brown, Inc.

Financial Services
16
New
$100.54 - $124.4 $1.61K - $1.99K
16 $1.99M
TTWO
Take Two Interactive Software Inc

Communication Services
8
+ 57.14%
$178.61 - $217.95 $1.43K - $1.74K
22 $4.56M
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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