Dogwood Wealth Management LLC Incresed Positions in Q2 2025

Dogwood Wealth Management LLC

  • $205 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
39.9K
+ 13069.51%
$171.4 - $227.1 $6.83M - $9.05M
40.2K $9.13B
VTI
Vanguard Total Stock Market Et

ETFs
3.36K
+ 10.0%
$243.75 - $303.93 $819K - $1.02M
37K $11.3B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
19.6K
+ 9.07%
$45.11 - $52.34 $883K - $1.02M
235K $12.4B
NVDA
Nvidia Corp

Technology
3.45K
+ 22.38%
$94.31 - $157.99 $325K - $544K
18.8K $3.02B
AVUV
American Centy ETF Tr Avantis

ETFs
8.03K
+ 13.11%
$75.17 - $91.21 $604K - $733K
69.3K $6.56B
SPYG
Spdr Portfolio

ETFs
4.05K
+ 7.91%
$71.83 - $95.32 $291K - $386K
55.3K $5.26B
OUNZ
Van Eck Merk Gold Trust

ETFs
23.8K
+ 12.32%
$28.68 - $33.09 $682K - $787K
217K $6.91B
UBER
Uber Technologies, Inc

Technology
9.36K
+ 8284.07%
$64.62 - $93.3 $605K - $873K
9.47K $924M
KKR
Kkr & Co. Inc.

Financial Services
6.59K
+ 109883.33%
$92.79 - $134.29 $612K - $885K
6.6K $910M
NFLX
Netflix Inc

Communication Services
591
+ 335.8%
$855.86 - $1339.13 $506K - $791K
767 $979M
CSCO
Cisco Systems, Inc.

Technology
11.4K
+ 5499.04%
$53.19 - $69.38 $608K - $794K
11.6K $799M
TDG
Trans Digm Group Inc

Industrials
489
+ 16300.0%
$1231.75 - $1520.64 $602K - $744K
492 $753M
PG
Procter & Gamble CO

Consumer Defensive
3.96K
+ 929.11%
$157.66 - $172.39 $624K - $682K
4.38K $692M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.31K
+ 478.1%
$483.48 - $539.8 $633K - $707K
1.58K $757M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16.2K
+ 5.68%
$44.68 - $45.96 $725K - $745K
302K $13.7B
AMZN
Amazon Com Inc

Consumer Cyclical
1.72K
+ 21.74%
$167.32 - $223.3 $288K - $384K
9.64K $2.11B
AAPL
Apple Inc.

Technology
3.42K
+ 36.92%
$172.42 - $223.89 $589K - $765K
12.7K $2.66B
META
Meta Platforms, Inc.

Communication Services
499
+ 40.54%
$484.66 - $738.09 $242K - $368K
1.73K $1.25B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
4.35K
+ 6.94%
$72.71 - $82.56 $316K - $359K
67K $5.58B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.18K
+ 7.2%
$49.79 - $50.75 $457K - $466K
137K $6.91B
RSG
Republic Services, Inc.

Industrials
1.52K
+ 12700.0%
$227.2 - $258.07 $346K - $393K
1.54K $367M
ED
Consolidated Edison Inc

Utilities
3.65K
+ 1573.71%
$98.05 - $113.3 $358K - $414K
3.88K $386M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.41K
+ 5.49%
$82.21 - $83.12 $362K - $366K
84.7K $6.98B
DUK
Duke Energy Corp

Utilities
3.15K
+ 52.77%
$112.46 - $124.05 $354K - $391K
9.13K $1.06B
JPM
Jpmorgan Chase & CO

Financial Services
142
+ 2.41%
$210.28 - $289.91 $29.9K - $41.2K
6.03K $1.7B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.78K
+ 44.07%
$91.43 - $91.74 $254K - $255K
9.08K $831M
TSLA
Tesla, Inc.

Consumer Cyclical
737
+ 163.78%
$221.86 - $362.89 $164K - $267K
1.19K $353M
GOOGL
Alphabet Inc.

Communication Services
696
+ 17.31%
$144.7 - $178.6 $101K - $124K
4.72K $822M
GE
General Electric CO

Industrials
140
+ 4.2%
$166.81 - $257.39 $23.4K - $36K
3.47K $858M
GOOG
Alphabet Inc.

Communication Services
544
+ 11.35%
$146.58 - $180.01 $79.7K - $97.9K
5.34K $935M
ISRG
Intuitive Surgical Inc

Healthcare
140
+ 10.75%
$451.58 - $565.94 $63.2K - $79.2K
1.44K $760M
QCOM
Qualcomm Inc

Technology
483
+ 10.55%
$124.66 - $159.48 $60.2K - $77K
5.06K $807M
IYR
Ishares Tr

ETFs
1.24K
+ 7.19%
$84.48 - $96.25 $105K - $119K
18.5K $1.75B
TQQQ
Proshares Ultrapro Qqq

ETFs
752
+ 302.01%
$38.9 - $83.0 $29.3K - $62.4K
1K $83.1M
CVX
Chevron Corp

Energy
847
+ 18.19%
$133.73 - $168.51 $113K - $143K
5.5K $843M
HD
Home Depot, Inc.

Consumer Cyclical
157
+ 7.25%
$335.24 - $380.78 $52.6K - $59.8K
2.32K $854M
MSTR
Microstrategy Inc

Technology
60
+ 34.09%
$237.95 - $421.61 $14.3K - $25.3K
236 $93.7M
PLTR
Palantir Technologies Inc.

Technology
232
+ 123.4%
$74.01 - $144.25 $17.2K - $33.5K
420 $58.7M
MU
Micron Technology Inc

Technology
257
+ 259.6%
$64.72 - $127.91 $16.6K - $32.9K
356 $44.3M
AMD
Advanced Micro Devices Inc

Technology
208
+ 2311.11%
$78.21 - $143.81 $16.3K - $29.9K
217 $29.9M
V
Visa Inc.

Financial Services
49
+ 2.14%
$308.27 - $373.31 $15.1K - $18.3K
2.34K $830M
GS
Goldman Sachs Group Inc

Financial Services
36
+ 1800.0%
$462.22 - $707.75 $16.6K - $25.5K
38 $26.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
89
+ 4.47%
$90.56 - $109.49 $8.06K - $9.74K
2.08K $233M
HON
Honeywell International Inc

Industrials
95
+ 143.94%
$182.86 - $232.88 $17.4K - $22.1K
161 $38.7M
Vanguard Instl Index Fd
317
+ 368.6%
N/A
403 $30.4M
MA
Mastercard Inc

Financial Services
7
+ 0.53%
$479.92 - $590.74 $3.36K - $4.14K
1.34K $752M
MS
Morgan Stanley

Financial Services
139
+ 113.01%
$99.83 - $140.86 $13.9K - $19.6K
262 $37M
BA
Boeing CO

Industrials
56
+ 30.43%
$136.59 - $217.51 $7.65K - $12.2K
240 $52.4M
Arista Networks Inc
73
+ 14.07%
N/A
592 $61.2M
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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