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
MTCH
Match Group, Inc.

Communication Services
205
New
$27.03 - $31.93 $5.54K - $6.55K
205 $6.65M
NET
Cloudflare, Inc.

Technology
29
+ 223.08%
$97.08 - $195.83 $2.82K - $5.68K
42 $8.1M
EXR
Extra Space Storage Inc.

Real Estate
44
+ 440.0%
$126.61 - $152.99 $5.57K - $6.73K
54 $8.09M
CSWI
Csw Industrials, Inc.

Industrials
23
New
$254.34 - $336.43 $5.85K - $7.74K
23 $6.58M
PRU
Prudential Financial Inc

Financial Services
62
+ 281.82%
$95.12 - $112.71 $5.9K - $6.99K
84 $9.04M
D
Dominion Energy, Inc

Utilities
116
+ 1933.33%
$49.66 - $58.0 $5.76K - $6.73K
122 $6.87M
DASH
Door Dash, Inc.

Communication Services
22
+ 110.0%
$163.16 - $246.51 $3.59K - $5.42K
42 $10.1M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
197
New
$28.96 - $32.46 $5.71K - $6.39K
197 $6.42M
EQH
Equitable Holdings, Inc.

Financial Services
117
New
$43.98 - $56.1 $5.15K - $6.56K
117 $6.41M
PANW
Palo Alto Networks Inc

Technology
25
+ 64.1%
$152.44 - $204.64 $3.81K - $5.12K
64 $13.1M
RPM
Rpm International Inc

Basic Materials
56
New
$96.97 - $117.58 $5.43K - $6.58K
56 $6.3M
DCI
Donaldson CO Inc

Industrials
89
New
$59.18 - $71.02 $5.27K - $6.32K
89 $6.29M
WCC
Wesco International Inc

Industrials
32
New
$132.86 - $186.1 $4.25K - $5.96K
32 $6.26M
VIRT
Virtu Financial, Inc.

Financial Services
145
New
$32.82 - $44.79 $4.76K - $6.49K
145 $6.21M
JCI
Johnson Controls International PLC

Industrials
48
+ 109.09%
$71.14 - $105.62 $3.41K - $5.07K
92 $9.71M
AEM
Agnico Eagle Mines LTD

Basic Materials
53
New
$99.48 - $124.46 $5.27K - $6.6K
53 $6.16M
CCI
Crown Castle International Corp

Real Estate
60
+ 193.55%
$94.83 - $107.06 $5.69K - $6.42K
91 $9.34M
MKTX
Marketaxess Holdings Inc

Financial Services
28
New
$203.19 - $231.09 $5.69K - $6.47K
28 $6.07M
MRK
Merck & Co., Inc.

Healthcare
170
+ 20.24%
$73.47 - $87.12 $12.5K - $14.8K
1.01K $82.2M
BSX
Boston Scientific Corp

Healthcare
59
+ 655.56%
$89.7 - $107.41 $5.29K - $6.34K
68 $6.96M
HNI
Hni Corp

Industrials
118
New
$40.26 - $49.71 $4.75K - $5.87K
118 $6.05M
ESS
Essex Property Trust, Inc.

Real Estate
21
New
N/A
21 $6.01M
HRB
H&R Block Inc

Consumer Cyclical
108
New
$54.32 - $63.04 $5.87K - $6.81K
108 $5.97M
VHT
Vanguard Health Care ETF

ETFs
24
New
$236.71 - $261.92 $5.68K - $6.29K
24 $5.97M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
+ 0.13%
$62.73 - $78.42 $62.7 - $78.4
762 $59.4M
VAW
Vanguard Materials ETF

ETFs
29
New
$163.82 - $196.64 $4.75K - $5.7K
29 $5.84M
DOX
Amdocs LTD

Technology
63
New
$80.46 - $94.08 $5.07K - $5.93K
63 $5.84M
ALG
Alamo Group Inc

Industrials
26
New
$158.47 - $219.45 $4.12K - $5.71K
26 $5.83M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
18
+ 900.0%
$224.32 - $326.09 $4.04K - $5.87K
20 $6.35M
PSA
Public Storage

Real Estate
20
+ 200.0%
$266.31 - $309.77 $5.33K - $6.2K
30 $8.73M
GL
Globe Life Inc.

Financial Services
47
New
$113.29 - $133.09 $5.32K - $6.26K
47 $5.69M
ICL
Icl Group Ltd.

Basic Materials
797
New
$5.35 - $6.98 $4.26K - $5.56K
797 $5.64M
IRM
Iron Mountain Inc

Real Estate
54
+ 270.0%
$76.93 - $105.25 $4.15K - $5.68K
74 $7.37M
CSGP
Costar Group, Inc.

Real Estate
66
+ 314.29%
$72.62 - $83.22 $4.79K - $5.49K
87 $7.21M
Cava Group Inc
63
New
N/A
63 $5.52M
THO
Thor Industries Inc

Consumer Cyclical
60
New
$64.83 - $89.72 $3.89K - $5.38K
60 $5.52M
DXCM
Dexcom Inc

Healthcare
65
+ 1625.0%
$59.83 - $87.57 $3.89K - $5.69K
69 $5.78M
ABNB
Airbnb, Inc.

Consumer Cyclical
29
+ 33.33%
$105.69 - $140.64 $3.07K - $4.08K
116 $15.9M
VRSN
Verisign Inc

Technology
19
New
$234.49 - $288.8 $4.46K - $5.49K
19 $5.45M
PWR
Quanta Services, Inc.

Industrials
14
+ 1400.0%
$239.47 - $381.26 $3.35K - $5.34K
15 $5.66M
PNC
Pnc Financial Services Group, Inc.

Financial Services
24
+ 88.89%
$149.76 - $186.42 $3.59K - $4.47K
51 $10.1M
SPG
Simon Property Group Inc

Real Estate
33
+ 165.0%
$140.37 - $171.44 $4.63K - $5.66K
53 $8.66M
Lam Research Corp
31
+ 38.27%
N/A
112 $11.2M
CTSH
Cognizant Technology Solutions Corp

Technology
63
+ 203.23%
$66.47 - $81.81 $4.19K - $5.15K
94 $7.59M
HWM
Howmet Aerospace Inc.

Industrials
24
+ 133.33%
$112.33 - $186.13 $2.7K - $4.47K
42 $7.54M
CBT
Cabot Corp

Basic Materials
66
New
$72.47 - $84.35 $4.78K - $5.57K
66 $5.17M
CM
Canadian Imperial Bank Of Commerce

Financial Services
72
New
$54.6 - $70.83 $3.93K - $5.1K
72 $5.16M
FELE
Franklin Electric CO Inc

Industrials
56
New
$84.21 - $95.87 $4.72K - $5.37K
56 $5.15M
SII
Sprott Inc.

Financial Services
75
New
$39.51 - $69.09 $2.96K - $5.18K
75 $5.13M
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
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email