Dogwood Wealth Management LLC Incresed Positions in Q3 2024

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
502
+ 18.83%
$148.65 - $191.18 $74.6K - $96K
3.17K $525M
GOOG
Alphabet Inc.

Communication Services
346
+ 8.26%
$149.54 - $192.66 $51.7K - $66.7K
4.53K $758M
BAC
Bank Of America Corp

Financial Services
2.52K
+ 26.72%
$36.65 - $44.13 $92.3K - $111K
11.9K $474M
CPRT
Copart Inc

Consumer Cyclical
3.02K
+ 31.77%
$49.19 - $55.54 $149K - $168K
12.5K $656M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
90
+ 7.11%
$460.0 - $505.78 $41.4K - $45.5K
1.36K $630M
WM
Waste Management Inc

Industrials
529
+ 32.28%
$196.96 - $223.45 $104K - $118K
2.17K $450M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.74K
+ 2.03%
$25.38 - $26.27 $44.3K - $45.8K
87.8K $2.31B
QCOM
Qualcomm Inc

Technology
533
+ 16.14%
$156.12 - $209.64 $83.2K - $112K
3.84K $652M
TSLA
Tesla, Inc.

Consumer Cyclical
102
+ 34.58%
$191.76 - $263.26 $19.6K - $26.9K
397 $104M
NEE
Nextera Energy Inc

Utilities
21
+ 1.31%
$69.9 - $84.97 $1.47K - $1.78K
1.62K $137M
PFE
Pfizer Inc

Healthcare
609
+ 12180.0%
$27.7 - $31.39 $16.9K - $19.1K
614 $17.8M
AVMU
American Centy ETF Travantis C

ETFs
288
+ 7.58%
$46.01 - $46.95 $13.3K - $13.5K
4.09K $192M
GLW
Corning Inc

Technology
10
+ 1.16%
$37.76 - $46.2 $378 - $462
871 $39.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
151
+ 2.65%
$49.93 - $51.15 $7.54K - $7.72K
5.84K $299M
CRWD
Crowd Strike Holdings, Inc.

Technology
53
+ 39.26%
$217.89 - $392.15 $11.5K - $20.8K
188 $52.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
19
+ 0.38%
$48.06 - $49.39 $913 - $938
4.97K $245M
TQQQ
Proshares Ultrapro Qqq

ETFs
2
+ 0.46%
$53.19 - $84.93 $106 - $170
441 $32M
ABBV
Abb Vie Inc.

Healthcare
4
+ 1.64%
$163.84 - $199.33 $655 - $797
248 $49M
SRE
Sempra Energy

Utilities
6
+ 1.79%
$74.97 - $84.04 $450 - $504
342 $28.6M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
7
+ 0.27%
$51.45 - $52.96 $360 - $371
2.58K $136M
HYD
Vaneck High Yield Muni ETF

ETFs
39
+ 2.08%
$51.46 - $53.07 $2.01K - $2.07K
1.91K $101M
MO
Altria Group, Inc.

Consumer Defensive
15
+ 4.3%
$45.95 - $54.71 $689 - $821
364 $18.6M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.91%
$233.44 - $279.45 $233 - $279
111 $30.8M
ED
Consolidated Edison Inc

Utilities
3
+ 1.44%
$88.42 - $104.97 $265 - $315
211 $22M
ECL
Ecolab Inc.

Basic Materials
1
+ 1.56%
$228.86 - $255.76 $229 - $256
65 $16.5M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 1.75%
$245.82 - $304.51 $246 - $305
58 $17.6M
MS
Morgan Stanley

Financial Services
2
+ 1.79%
$92.07 - $106.96 $184 - $214
114 $11.9M
CME
Cme Group Inc.

Financial Services
1
+ 0.83%
$193.43 - $220.62 $193 - $221
121 $26.8M
MET
Metlife Inc

Financial Services
1
+ 1.22%
$67.96 - $82.48 $68 - $82.5
83 $6.87M
MSI
Motorola Solutions, Inc.

Technology
1
+ 16.67%
$385.65 - $450.49 $386 - $450
7 $2.94M
EPD
Enterprise Products Partners L.P.

Energy
21
+ 3.54%
$27.88 - $30.0 $585 - $630
614 $17.9M
ABT
Abbott Laboratories

Healthcare
3
+ 0.93%
$100.07 - $118.13 $300 - $354
326 $37.2M
VEA
Vanguard Ftse Developed Market

ETFs
5
+ 11.9%
$47.6 - $53.31 $238 - $267
47 $2.51M
LUV
Southwest Airlines CO

Industrials
1
+ 0.47%
$23.7 - $29.93 $23.7 - $29.9
214 $6.34M
OTIS
Otis Worldwide Corp

Industrials
1
+ 6.67%
$91.43 - $104.43 $91.4 - $104
16 $1.62M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 16.67%
$75.47 - $83.18 $75.5 - $83.2
7 $577K
SHEL
Shell PLC

Energy
5
+ 1.98%
$65.65 - $73.28 $328 - $366
257 $16.9M
NWL
Newell Brands Inc.

Consumer Defensive
1
+ 1.59%
$5.73 - $8.91 $5.73 - $8.91
64 $491K
BMY
Bristol Myers Squibb CO

Healthcare
6
+ 2.6%
$39.66 - $51.75 $238 - $311
237 $12.3M
EMR
Emerson Electric CO

Industrials
1
+ 0.84%
$98.19 - $118.87 $98.2 - $119
120 $13.1M
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.76%
$233.14 - $263.97 $233 - $264
133 $34.9M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.19%
$161.9 - $179.3 $162 - $179
536 $91.1M
CVX
Chevron Corp

Energy
12
+ 2.21%
$137.88 - $161.97 $1.65K - $1.94K
556 $81.9M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
2
+ 0.87%
$26.71 - $39.42 $53.4 - $78.8
231 $7.39M
MRK
Merck & Co., Inc.

Healthcare
9
+ 1.12%
$111.15 - $128.97 $1K - $1.16K
815 $92.6M
Activity Summary
Buys All Purchases 500 New Holdings 404 Increased Positions 96 Sells All Sells 54 Reductions 42 Sold out 12 Options Calls 0 Puts 0
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