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
MCHP
Microchip Technology Inc

Technology
255
+ 708.33%
$35.34 - $71.6 $9.01K - $18.3K
291 $21.7M
AXP
American Express CO

Financial Services
62
+ 1550.0%
$231.39 - $318.98 $14.3K - $19.8K
66 $20.9M
COF
Capital One Financial Corp

Financial Services
76
+ 100.0%
$150.57 - $212.76 $11.4K - $16.2K
152 $33M
C
Citigroup Inc

Financial Services
213
+ 1638.46%
$58.13 - $85.12 $12.4K - $18.1K
226 $19.3M
SPGI
S&P Global Inc.

Financial Services
34
+ 1700.0%
$438.31 - $527.29 $14.9K - $17.9K
36 $19M
INTU
Intuit Inc

Technology
19
+ 111.76%
$544.07 - $787.63 $10.3K - $15K
36 $28.1M
Blackrock Inc
16
+ 1600.0%
N/A
17 $18.3M
XOM
Exxon Mobil Corp

Energy
237
+ 10.06%
$99.93 - $119.04 $23.7K - $28.2K
2.59K $296M
BX
Blackstone Inc.

Financial Services
92
+ 1840.0%
$120.07 - $151.11 $11K - $13.9K
97 $15.2M
COP
Conocophillips

Energy
145
+ 2416.67%
$82.66 - $106.1 $12K - $15.4K
151 $14.5M
CBRE
Cbre Group, Inc.

Real Estate
93
+ 2325.0%
$113.94 - $140.12 $10.6K - $13K
97 $13.6M
PLD
Prologis, Inc.

Real Estate
121
+ 201.67%
$89.76 - $112.34 $10.9K - $13.6K
181 $19.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 200.0%
$4164.15 - $5789.24 $8.33K - $11.6K
3 $17.1M
CEG
Constellation Energy Corp

Utilities
39
+ 1950.0%
$170.96 - $322.76 $6.67K - $12.6K
41 $12.8M
CMCSA
Comcast Corp

Communication Services
348
+ 183.16%
$32.84 - $36.72 $11.4K - $12.8K
538 $19.4M
APH
Amphenol Corp

Technology
120
+ 1333.33%
$59.09 - $98.75 $7.09K - $11.9K
129 $12.6M
SYK
Stryker Corp

Healthcare
30
+ 1500.0%
$337.37 - $395.63 $10.1K - $11.9K
32 $12.5M
ADSK
Autodesk, Inc.

Technology
34
+ 212.5%
N/A
50 $15.7M
MPC
Marathon Petroleum Corp

Energy
35
+ 22.88%
$118.55 - $170.08 $4.15K - $5.95K
188 $33.8M
APO
Apollo Global Management, Inc.

Financial Services
75
+ 1500.0%
$108.68 - $145.07 $8.15K - $10.9K
80 $11.6M
AMT
American Tower Corp

Real Estate
49
+ 306.25%
$203.96 - $228.19 $9.99K - $11.2K
65 $14.3M
GILD
Gilead Sciences, Inc.

Healthcare
98
+ 150.77%
$96.91 - $113.0 $9.5K - $11.1K
163 $18.1M
EQIX
Equinix Inc

Real Estate
14
+ 1400.0%
$740.07 - $914.43 $10.4K - $12.8K
15 $11.5M
MCO
Moodys Corp

Financial Services
21
+ 2100.0%
$396.7 - $501.59 $8.33K - $10.5K
22 $11M
CDNS
Cadence Design Systems Inc

Technology
32
+ 1600.0%
$231.64 - $323.08 $7.41K - $10.3K
34 $11M
AMAT
Applied Materials Inc

Technology
39
+ 75.0%
$126.95 - $183.52 $4.95K - $7.16K
91 $17.7M
TFC
Truist Financial Corp

Financial Services
223
+ 1715.38%
$34.79 - $42.99 $7.76K - $9.59K
236 $10.7M
TJX
Tjx Companies Inc

Consumer Cyclical
79
+ 718.18%
$119.13 - $135.03 $9.41K - $10.7K
90 $11.3M
VST
Vistra Corp.

Utilities
22
+ 28.95%
$98.07 - $195.04 $2.16K - $4.29K
98 $18.7M
DE
Deere & CO

Industrials
10
+ 8.55%
$412.99 - $531.48 $4.13K - $5.31K
127 $64.6M
O
Realty Income Corp

Real Estate
169
+ 1877.78%
$52.27 - $58.52 $8.83K - $9.89K
178 $10.2M
DLR
Digital Realty Trust, Inc.

Real Estate
56
+ 2800.0%
$136.11 - $177.69 $7.62K - $9.95K
58 $9.91M
SNPS
Synopsys Inc

Technology
17
+ 1700.0%
$380.9 - $517.66 $6.48K - $8.8K
18 $9.93M
PFE
Pfizer Inc

Healthcare
364
+ 308.47%
$21.59 - $24.84 $7.86K - $9.04K
482 $12.4M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
26
+ 433.33%
$177.93 - $313.14 $4.63K - $8.14K
32 $10.6M
NEE
Nextera Energy Inc

Utilities
89
+ 5.27%
$64.11 - $75.0 $5.71K - $6.68K
1.78K $129M
MMM
3 M CO

Industrials
59
+ 1475.0%
$126.09 - $154.15 $7.44K - $9.09K
63 $9.69M
PYPL
Pay Pal Holdings, Inc.

Financial Services
119
+ 1700.0%
$57.41 - $74.81 $6.83K - $8.9K
126 $9.45M
PM
Philip Morris International Inc.

Consumer Defensive
46
+ 117.95%
$149.23 - $184.95 $6.86K - $8.51K
85 $15.1M
SAP
Sap Se

Technology
21
+ 35.0%
$237.53 - $309.8 $4.99K - $6.51K
81 $25M
MRVL
Marvell Technology, Inc.

Technology
122
+ 2440.0%
$49.38 - $79.97 $6.02K - $9.76K
127 $9.14M
MAR
Marriott International Inc

Consumer Cyclical
31
+ 1550.0%
$211.12 - $274.14 $6.54K - $8.5K
33 $9.24M
Linde PLC
18
+ 81.82%
N/A
40 $18.8M
TTD
Trade Desk, Inc.

Technology
79
+ 57.25%
$45.27 - $79.4 $3.58K - $6.27K
217 $16.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
45
+ 121.62%
$151.62 - $183.47 $6.82K - $8.26K
82 $14.8M
NSC
Norfolk Southern Corp

Industrials
32
+ 1600.0%
$206.34 - $257.46 $6.6K - $8.24K
34 $8.88M
TMO
Thermo Fisher Scientific Inc.

Healthcare
20
+ 1000.0%
$390.26 - $489.06 $7.81K - $9.78K
22 $9.38M
IBM
International Business Machines Corp

Technology
23
+ 58.97%
$221.03 - $294.78 $5.08K - $6.78K
62 $18M
VZ
Verizon Communications Inc

Communication Services
209
+ 62.76%
$41.67 - $45.62 $8.71K - $9.53K
542 $23.3M
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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