Dogwood Wealth Management LLC Incresed Positions in Q1 2025

Dogwood Wealth Management LLC

  • $190 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16.8K
+ 6.25%
$44.41 - $45.98 $746K - $772K
286K $13.1B
V
Visa Inc.

Financial Services
2.15K
+ 1572.26%
$306.92 - $362.71 $661K - $781K
2.29K $803M
CVX
Chevron Corp

Energy
4.1K
+ 729.95%
$146.71 - $167.97 $601K - $688K
4.66K $779M
GE
General Electric CO

Industrials
3.27K
+ 5274.19%
$168.59 - $212.13 $551K - $694K
3.33K $667M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.2K
+ 471.53%
$91.45 - $91.75 $476K - $477K
6.3K $578M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.94K
+ 6.55%
$81.83 - $82.73 $404K - $408K
80.3K $6.64B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.3K
+ 4.51%
$49.78 - $53.19 $463K - $495K
216K $11B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.27K
+ 5.18%
$50.48 - $51.04 $317K - $320K
127K $6.46B
WELL
Welltower Inc.

Real Estate
609
+ 12.57%
$124.05 - $156.86 $75.5K - $95.5K
5.46K $836M
JNJ
Johnson & Johnson

Healthcare
717
+ 16.97%
$142.06 - $167.7 $102K - $120K
4.94K $819M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.27K
+ 3.76%
$78.12 - $83.7 $177K - $190K
62.7K $5.05B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
359
+ 13.87%
$208.48 - $244.03 $74.8K - $87.6K
2.95K $719M
TMUS
T Mobile Us, Inc.

Communication Services
71
+ 2.57%
$211.3 - $272.83 $15K - $19.4K
2.83K $755M
LNT
Alliant Energy Corp

Utilities
1.1K
+ 11.14%
$56.66 - $66.04 $62.5K - $72.8K
11K $708M
LLY
Eli Lilly & CO

Healthcare
92
+ 10.66%
$725.72 - $929.72 $66.8K - $85.5K
955 $789M
PAYX
Paychex Inc

Industrials
394
+ 9.16%
$136.06 - $154.52 $53.6K - $60.9K
4.7K $725M
KR
Kroger CO

Consumer Defensive
823
+ 8.22%
$58.36 - $67.72 $48K - $55.7K
10.8K $733M
MSFT
Microsoft Corp

Technology
875
+ 19.38%
$375.39 - $447.2 $328K - $391K
5.39K $2.02B
SO
Southern CO

Utilities
505
+ 6.69%
$80.96 - $92.96 $40.9K - $46.9K
8.05K $740M
WM
Waste Management Inc

Industrials
102
+ 3.38%
$200.54 - $233.78 $20.5K - $23.8K
3.12K $723M
UNH
Unitedhealth Group Inc

Healthcare
159
+ 13.09%
$461.52 - $548.18 $73.4K - $87.2K
1.37K $720M
ROP
Roper Technologies Inc

Industrials
16
+ 1.29%
$502.71 - $593.81 $8.04K - $9.5K
1.26K $742M
IYR
Ishares Tr

ETFs
452
+ 2.69%
$89.49 - $98.98 $40.4K - $44.7K
17.2K $1.65B
FTV
Fortive Corp

Technology
1.38K
+ 18.69%
$71.82 - $82.98 $99.1K - $115K
8.76K $641M
PKI
Perkinelmer Inc

Healthcare
1.07K
+ 21.36%
N/A
6.05K $640M
JPM
Jpmorgan Chase & CO

Financial Services
174
+ 3.05%
$225.19 - $279.95 $39.2K - $48.7K
5.89K $1.44B
APAM
Artisan Partners Asset Management Inc.

Financial Services
3.19K
+ 24.97%
$38.51 - $45.32 $123K - $145K
16K $625M
QCOM
Qualcomm Inc

Technology
443
+ 10.71%
$151.94 - $175.86 $67.3K - $77.9K
4.58K $703M
IEF
Ishares Barclays

ETFs
361
+ 3.53%
$91.17 - $95.39 $32.9K - $34.4K
10.6K $1.01B
MA
Mastercard Inc

Financial Services
67
+ 5.3%
$504.67 - $576.31 $33.8K - $38.6K
1.33K $729M
ADP
Automatic Data Processing Inc

Industrials
88
+ 3.59%
$286.85 - $318.64 $25.2K - $28K
2.54K $780M
HD
Home Depot, Inc.

Consumer Cyclical
240
+ 12.45%
$347.25 - $424.87 $83.3K - $102K
2.17K $794M
XOM
Exxon Mobil Corp

Energy
121
+ 5.42%
$105.44 - $118.93 $12.8K - $14.4K
2.36K $280M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
38
+ 16.1%
$442.66 - $534.52 $16.8K - $20.3K
274 $146M
T
At&T Inc.

Communication Services
207
+ 4.13%
$21.56 - $28.28 $4.46K - $5.85K
5.22K $148M
VNQ
Vanguard Specialized Funds Van

ETFs
3
+ 0.02%
$85.55 - $94.34 $257 - $283
19.4K $1.76B
KO
Coca Cola CO

Consumer Defensive
242
+ 34.08%
$60.81 - $72.32 $14.7K - $17.5K
952 $68.7M
ABBV
Abb Vie Inc.

Healthcare
75
+ 30.0%
$169.2 - $216.66 $12.7K - $16.2K
325 $68.1M
WMT
Walmart Inc.

Consumer Defensive
465
+ 5.92%
$84.5 - $105.05 $39.3K - $48.8K
8.32K $732M
ETN
Eaton Corp PLC

Industrials
455
+ 26.88%
$271.83 - $371.23 $124K - $169K
2.15K $584M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
60
+ 15.23%
$507.05 - $563.67 $30.4K - $33.8K
454 $233M
META
Meta Platforms, Inc.

Communication Services
52
+ 4.41%
$576.36 - $736.67 $30K - $38.3K
1.23K $709M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.36K
+ 23.65%
$47.79 - $59.89 $113K - $141K
12.3K $618M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
366
+ 24.81%
$53.6 - $58.97 $19.6K - $21.6K
1.84K $101M
ADI
Analog Devices Inc

Technology
251
+ 8.15%
$201.56 - $243.82 $50.6K - $61.2K
3.33K $672M
CAT
Caterpillar Inc

Industrials
221
+ 13.02%
$326.75 - $407.63 $72.2K - $90.1K
1.92K $633M
ABT
Abbott Laboratories

Healthcare
63
+ 19.27%
$111.1 - $140.22 $7K - $8.83K
390 $51.7M
EMR
Emerson Electric CO

Industrials
722
+ 15.97%
$108.64 - $131.17 $78.4K - $94.7K
5.24K $575M
PG
Procter & Gamble CO

Consumer Defensive
80
+ 23.12%
$158.56 - $176.26 $12.7K - $14.1K
426 $72.5M
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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