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
EXPE
Expedia Group, Inc.

Consumer Cyclical
9
New
$157.11 - $206.52 $1.41K - $1.86K
9 $1.51M
AEE
Ameren Corp

Utilities
15
New
$86.87 - $103.67 $1.3K - $1.56K
15 $1.51M
HOOD
Robinhood Markets, Inc.

Technology
36
New
$35.63 - $65.28 $1.28K - $2.35K
36 $1.5M
CPNG
Coupang, Inc.

Consumer Cyclical
68
New
$21.34 - $25.52 $1.45K - $1.74K
68 $1.49M
VRSK
Verisk Analytics, Inc.

Industrials
5
New
$268.63 - $301.33 $1.34K - $1.51K
5 $1.49M
EXR
Extra Space Storage Inc.

Real Estate
10
New
$143.8 - $161.28 $1.44K - $1.61K
10 $1.49M
NET
Cloudflare, Inc.

Technology
13
New
$110.71 - $176.5 $1.44K - $2.29K
13 $1.47M
Veralto Corp
15
New
N/A
15 $1.46M
BR
Broadridge Financial Solutions, Inc.

Technology
6
New
$221.46 - $244.83 $1.33K - $1.47K
6 $1.46M
GDDY
Go Daddy Inc.

Technology
8
New
$172.13 - $214.35 $1.38K - $1.71K
8 $1.44M
DTE
Dte Energy CO

Utilities
10
New
$117.6 - $138.27 $1.18K - $1.38K
10 $1.38M
MPC
Marathon Petroleum Corp

Energy
3
+ 2.0%
$134.72 - $159.03 $404 - $477
153 $22.3M
TJX
Tjx Companies Inc

Consumer Cyclical
11
New
$112.81 - $126.16 $1.24K - $1.39K
11 $1.34M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
39
New
$30.38 - $34.94 $1.18K - $1.36K
39 $1.34M
TPL
Texas Pacific Land Corp

Energy
1
New
$1180.08 - $1431.01 $1.18K - $1.43K
1 $1.33M
HUM
Humana Inc

Healthcare
5
New
$249.11 - $303.11 $1.25K - $1.52K
5 $1.32M
HPE
Hewlett Packard Enterprise CO

Technology
85
New
$14.77 - $24.42 $1.26K - $2.08K
85 $1.31M
LPLA
Lpl Financial Holdings Inc.

Financial Services
4
New
$308.87 - $383.33 $1.24K - $1.53K
4 $1.31M
WEC
Wec Energy Group, Inc.

Utilities
12
New
$92.12 - $108.98 $1.11K - $1.31K
12 $1.31M
EQR
Equity Residential

Real Estate
18
New
$66.98 - $75.02 $1.21K - $1.35K
18 $1.29M
Atlassian Corporation
6
New
N/A
6 $1.27M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
New
$203.38 - $274.79 $1.22K - $1.65K
6 $1.24M
COIN
Coinbase Global, Inc.

Technology
7
New
$172.23 - $301.3 $1.21K - $2.11K
7 $1.21M
PEP
Pepsico Inc

Consumer Defensive
15
+ 3.32%
$142.64 - $156.42 $2.14K - $2.35K
467 $70M
Labcorp Holdings Inc
5
New
N/A
5 $1.16M
MPWR
Monolithic Power Systems Inc

Technology
2
New
$565.7 - $720.25 $1.13K - $1.44K
2 $1.16M
MSI
Motorola Solutions, Inc.

Technology
3
+ 42.86%
$411.73 - $482.1 $1.24K - $1.45K
10 $4.18M
GS
Goldman Sachs Group Inc

Financial Services
2
New
$524.81 - $672.19 $1.05K - $1.34K
2 $1.09M
AXP
American Express CO

Financial Services
4
New
$255.39 - $325.87 $1.02K - $1.3K
4 $1.08M
HAL
Halliburton CO

Energy
62
+ 21.99%
$24.15 - $29.9 $1.5K - $1.85K
344 $8.73M
SPGI
S&P Global Inc.

Financial Services
2
New
$478.26 - $543.77 $957 - $1.09K
2 $1.02M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
New
$497.6 - $606.74 $995 - $1.21K
2 $995K
Blackrock Inc
1
New
N/A
1 $946K
AMD
Advanced Micro Devices Inc

Technology
9
New
$96.63 - $129.55 $870 - $1.17K
9 $925K
C
Citigroup Inc

Financial Services
13
New
$67.23 - $84.63 $874 - $1.1K
13 $923K
BSX
Boston Scientific Corp

Healthcare
9
New
$89.38 - $106.18 $804 - $956
9 $908K
EOG
Eog Resources Inc

Energy
7
New
$120.54 - $138.05 $844 - $966
7 $898K
COF
Capital One Financial Corp

Financial Services
4
+ 5.56%
$163.87 - $209.82 $655 - $839
76 $13.6M
EQIX
Equinix Inc

Real Estate
1
New
$803.0 - $959.97 $803 - $960
1 $815K
SYK
Stryker Corp

Healthcare
2
New
$355.18 - $399.9 $710 - $800
2 $744K
BX
Blackstone Inc.

Financial Services
5
New
$136.53 - $186.74 $683 - $934
5 $699K
KKR
Kkr & Co. Inc.

Financial Services
6
New
$108.17 - $167.07 $649 - $1K
6 $694K
APO
Apollo Global Management, Inc.

Financial Services
5
New
$126.01 - $172.06 $630 - $860
5 $685K
WPC
W. P. Carey Inc.

Real Estate
1
+ 1.43%
$53.5 - $65.05 $53.5 - $65.1
71 $4.46M
COP
Conocophillips

Energy
6
New
$88.6 - $105.85 $532 - $635
6 $630K
TRGP
Targa Resources Corp.

Energy
3
New
$178.44 - $217.22 $535 - $652
3 $601K
APH
Amphenol Corp

Technology
9
New
$61.62 - $78.55 $555 - $707
9 $590K
MMM
3 M CO

Industrials
4
New
$129.7 - $155.12 $519 - $620
4 $587K
CTVA
Corteva, Inc.

Basic Materials
9
New
$55.94 - $66.15 $503 - $595
9 $566K
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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