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
FCX
Freeport Mcmoran Inc

Basic Materials
56
+ 62.92%
$29.15 - $44.46 $1.63K - $2.49K
145 $6.71M
Atlassian Corporation
15
+ 250.0%
N/A
21 $4.61M
UAL
United Airlines Holdings, Inc.

Industrials
35
+ 152.17%
$56.15 - $84.23 $1.97K - $2.95K
58 $4.71M
LNG
Cheniere Energy, Inc.

Energy
13
+ 185.71%
$197.25 - $244.33 $2.56K - $3.18K
20 $4.74M
CB
Chubb LTD

Financial Services
13
+ 56.52%
$274.32 - $302.46 $3.57K - $3.93K
36 $10.1M
PCAR
Paccar Inc

Industrials
31
+ 86.11%
$86.4 - $99.09 $2.68K - $3.07K
67 $6.61M
AIG
American International Group, Inc.

Financial Services
38
+ 84.44%
$77.56 - $87.72 $2.95K - $3.33K
83 $6.91M
NNI
Nelnet Inc

Financial Services
24
New
$101.27 - $121.3 $2.43K - $2.91K
24 $2.97M
NEU
Newmarket Corp

Basic Materials
4
New
$519.95 - $690.86 $2.08K - $2.76K
4 $2.94M
ROK
Rockwell Automation, Inc

Industrials
7
+ 100.0%
$218.97 - $332.17 $1.53K - $2.33K
14 $4.73M
GM
General Motors CO

Consumer Cyclical
48
+ 65.75%
$42.48 - $50.46 $2.04K - $2.42K
121 $6.32M
Fidelity Covington Trust
87
New
N/A
87 $2.88M
SKYW
Skywest Inc

Industrials
27
New
$79.41 - $103.84 $2.14K - $2.8K
27 $2.88M
AVT
Avnet Inc

Technology
51
New
$41.51 - $53.08 $2.12K - $2.71K
51 $2.87M
FHI
Federated Hermes, Inc.

Financial Services
63
New
$35.85 - $44.32 $2.26K - $2.79K
63 $2.87M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
9
+ 100.0%
$201.28 - $266.34 $1.81K - $2.4K
18 $4.91M
ITRN
Ituran Location & Control Ltd.

Technology
72
New
$31.71 - $39.25 $2.28K - $2.83K
72 $2.83M
FTNT
Fortinet, Inc.

Technology
23
+ 74.19%
$84.71 - $108.69 $1.95K - $2.5K
54 $5.81M
BWA
Borgwarner Inc

Consumer Cyclical
80
New
$24.84 - $33.92 $1.99K - $2.71K
80 $2.82M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
30
New
$85.42 - $94.39 $2.56K - $2.83K
30 $2.81M
CTRE
Care Trust Reit, Inc.

Real Estate
90
New
$26.65 - $30.69 $2.4K - $2.76K
90 $2.79M
ARW
Arrow Electronics Inc

Technology
21
New
$90.32 - $128.28 $1.9K - $2.69K
21 $2.77M
PEP
Pepsico Inc

Consumer Defensive
72
+ 15.42%
$128.02 - $151.37 $9.22K - $10.9K
539 $72.7M
Liberty Media Corp Del
27
New
N/A
27 $2.74M
CI
Cigna Corp

Healthcare
9
+ 150.0%
$301.89 - $340.04 $2.72K - $3.06K
15 $4.68M
ODFL
Old Dominion Freight Line, Inc.

Industrials
16
+ 123.08%
$146.74 - $176.07 $2.35K - $2.82K
29 $4.85M
EA
Electronic Arts Inc.

Communication Services
17
+ 130.77%
$132.53 - $159.7 $2.25K - $2.71K
30 $4.58M
AON
Aon PLC

Financial Services
8
+ 200.0%
$335.85 - $398.81 $2.69K - $3.19K
12 $4.26M
AGI
Alamos Gold Inc

Basic Materials
101
New
$23.81 - $30.33 $2.4K - $3.06K
101 $2.64M
WPC
W. P. Carey Inc.

Real Estate
43
+ 60.56%
$56.12 - $64.53 $2.41K - $2.77K
114 $7.08M
HSTM
Healthstream Inc

Healthcare
95
New
$26.6 - $34.07 $2.53K - $3.24K
95 $2.61M
TGT
Target Corp

Consumer Defensive
26
+ 86.67%
$88.76 - $105.77 $2.31K - $2.75K
56 $5.71M
FLO
Flowers Foods Inc

Consumer Defensive
163
New
$15.86 - $19.21 $2.59K - $3.13K
163 $2.57M
SHW
Sherwin Williams CO

Basic Materials
8
+ 12.9%
$313.51 - $363.51 $2.51K - $2.91K
70 $24.4M
NXPI
Nxp Semiconductors N.V.

Technology
8
+ 47.06%
$153.5 - $218.72 $1.23K - $1.75K
25 $5.81M
SHV
Ishares Tr

ETFs
23
New
$110.06 - $110.46 $2.53K - $2.54K
23 $2.53M
BK
Bank Of New York Mellon Corp

Financial Services
22
+ 44.0%
$73.31 - $91.62 $1.61K - $2.02K
72 $6.67M
ELV
Elevance Health, Inc.

Healthcare
8
+ 200.0%
$372.27 - $452.69 $2.98K - $3.62K
12 $4.19M
VRT
Vertiv Holdings CO

Industrials
18
+ 600.0%
N/A
21 $2.64M
QS
Quantum Scape Corp

Consumer Cyclical
208
+ 134.19%
$3.47 - $7.65 $722 - $1.59K
363 $2.97M
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
61
New
$37.13 - $59.74 $2.26K - $3.64K
61 $2.32M
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 17.95%
$285.55 - $321.23 $4K - $4.5K
92 $26.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
19
New
$116.93 - $119.39 $2.22K - $2.27K
19 $2.24M
CMI
Cummins Inc

Industrials
6
+ 75.0%
$267.12 - $336.65 $1.6K - $2.02K
14 $4.63M
HES
Hess Corp

Energy
15
+ 88.24%
$126.32 - $161.29 $1.89K - $2.42K
32 $4.81M
CARR
Carrier Global Corp

Industrials
14
+ 16.28%
$55.55 - $75.83 $778 - $1.06K
100 $7.51M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
9
+ 300.0%
$160.22 - $209.35 $1.44K - $1.88K
12 $2.54M
VMC
Vulcan Materials CO

Basic Materials
7
+ 350.0%
$226.49 - $276.01 $1.59K - $1.93K
9 $2.4M
SQ
Block, Inc.

Technology
27
+ 450.0%
N/A
33 $2.24M
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
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