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
GWW
W.W. Grainger, Inc.

Industrials
2
New
$953.54 - $1132.42 $1.91K - $2.26K
2 $1.98M
CI
Cigna Corp

Healthcare
6
New
$274.49 - $329.0 $1.65K - $1.97K
6 $1.97M
MTB
M&T Bank Corp

Financial Services
11
New
$170.47 - $201.98 $1.88K - $2.22K
11 $1.97M
GRMN
Garmin LTD

Technology
9
New
$204.55 - $241.93 $1.84K - $2.18K
9 $1.95M
AVB
Avalonbay Communities Inc

Real Estate
9
New
$207.86 - $228.08 $1.87K - $2.05K
9 $1.93M
VTR
Ventas, Inc.

Real Estate
28
New
$56.9 - $70.47 $1.59K - $1.97K
28 $1.93M
FITB
Fifth Third Bancorp

Financial Services
49
New
$37.48 - $44.96 $1.84K - $2.2K
49 $1.92M
MLM
Martin Marietta Materials Inc

Basic Materials
4
New
$460.39 - $552.64 $1.84K - $2.21K
4 $1.91M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3
New
$634.14 - $744.83 $1.9K - $2.23K
3 $1.9M
EA
Electronic Arts Inc.

Communication Services
13
New
$116.53 - $146.29 $1.51K - $1.9K
13 $1.88M
WDAY
Workday, Inc.

Technology
8
New
$233.53 - $277.82 $1.87K - $2.22K
8 $1.87M
DOW
Dow Inc.

Basic Materials
53
New
$34.36 - $41.92 $1.82K - $2.22K
53 $1.85M
FICO
Fair Isaac Corp

Technology
1
New
$1695.35 - $2030.47 $1.7K - $2.03K
1 $1.84M
PH
Parker Hannifin Corp

Industrials
3
New
$591.65 - $707.05 $1.77K - $2.12K
3 $1.82M
ROK
Rockwell Automation, Inc

Industrials
7
New
$255.29 - $303.75 $1.79K - $2.13K
7 $1.81M
RJF
Raymond James Financial Inc

Financial Services
13
New
$137.62 - $172.64 $1.79K - $2.24K
13 $1.81M
NUE
Nucor Corp

Basic Materials
15
New
$114.48 - $142.52 $1.72K - $2.14K
15 $1.81M
SBAC
Sba Communications Corp

Real Estate
8
New
$192.76 - $224.91 $1.54K - $1.8K
8 $1.76M
Kenvue Inc
73
New
N/A
73 $1.75M
EXC
Exelon Corp

Utilities
38
New
$37.3 - $46.08 $1.42K - $1.75K
38 $1.75M
PPG
Ppg Industries Inc

Basic Materials
16
New
$107.44 - $124.29 $1.72K - $1.99K
16 $1.75M
MCHP
Microchip Technology Inc

Technology
36
New
$48.41 - $64.3 $1.74K - $2.31K
36 $1.74M
ELV
Elevance Health, Inc.

Healthcare
4
New
$365.9 - $436.25 $1.46K - $1.75K
4 $1.74M
IRM
Iron Mountain Inc

Real Estate
20
New
$82.79 - $111.31 $1.66K - $2.23K
20 $1.73M
AJG
Arthur J. Gallagher & Co.

Financial Services
5
New
$275.89 - $345.24 $1.38K - $1.73K
5 $1.73M
SYY
Sysco Corp

Consumer Defensive
23
New
$70.0 - $77.13 $1.61K - $1.77K
23 $1.73M
WBD
Warner Bros. Discovery, Inc.

Communication Services
158
+ 3950.0%
$9.47 - $11.46 $1.5K - $1.81K
162 $1.74M
EBAY
Ebay Inc

Consumer Cyclical
25
New
$61.61 - $70.93 $1.54K - $1.77K
25 $1.69M
ABC
Amerisourcebergen Corp

Healthcare
6
New
N/A
6 $1.67M
AFL
Aflac Inc

Financial Services
15
New
$100.99 - $111.19 $1.51K - $1.67K
15 $1.67M
CSGP
Costar Group, Inc.

Real Estate
21
New
$69.29 - $80.37 $1.46K - $1.69K
21 $1.66M
STZ
Constellation Brands, Inc.

Consumer Defensive
9
New
$161.05 - $222.93 $1.45K - $2.01K
9 $1.65M
DVN
Devon Energy Corp

Energy
44
New
$33.15 - $38.55 $1.46K - $1.7K
44 $1.65M
CINF
Cincinnati Financial Corp

Financial Services
11
New
$133.67 - $147.81 $1.47K - $1.63K
11 $1.63M
VEEV
Veeva Systems Inc

Healthcare
7
New
$210.58 - $246.8 $1.47K - $1.73K
7 $1.62M
LNG
Cheniere Energy, Inc.

Energy
7
New
$209.32 - $253.66 $1.47K - $1.78K
7 $1.62M
FANG
Diamondback Energy, Inc.

Energy
12
+ 15.19%
$139.9 - $180.18 $1.68K - $2.16K
91 $14.5M
AON
Aon PLC

Financial Services
4
New
$348.44 - $409.32 $1.39K - $1.64K
4 $1.6M
EW
Edwards Lifesciences Corp

Healthcare
22
New
$67.95 - $76.19 $1.49K - $1.68K
22 $1.6M
UAL
United Airlines Holdings, Inc.

Industrials
23
New
$69.05 - $110.52 $1.59K - $2.54K
23 $1.59M
STE
Steris PLC

Healthcare
7
New
$202.46 - $232.74 $1.42K - $1.63K
7 $1.59M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
14
New
$98.98 - $113.18 $1.39K - $1.58K
14 $1.59M
DD
Du Pont De Nemours, Inc.

Basic Materials
21
New
$72.7 - $84.32 $1.53K - $1.77K
21 $1.57M
XYL
Xylem Inc.

Industrials
13
New
$114.02 - $132.04 $1.48K - $1.72K
13 $1.55M
ATO
Atmos Energy Corp

Utilities
10
New
$136.51 - $154.58 $1.37K - $1.55K
10 $1.55M
PHM
Pultegroup Inc

Consumer Cyclical
15
New
$101.09 - $118.51 $1.52K - $1.78K
15 $1.55M
HSY
Hershey CO

Consumer Defensive
9
New
$144.74 - $186.36 $1.3K - $1.68K
9 $1.54M
SYF
Synchrony Financial

Financial Services
29
New
$51.9 - $70.63 $1.51K - $2.05K
29 $1.54M
WY
Weyerhaeuser CO

Real Estate
52
New
$27.29 - $31.39 $1.42K - $1.63K
52 $1.52M
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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