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
SPG
Simon Property Group Inc

Real Estate
33
+ 165.0%
$140.37 - $171.44 $4.63K - $5.66K
53 $8.66M
Lam Research Corp
31
+ 38.27%
N/A
112 $11.2M
CTSH
Cognizant Technology Solutions Corp

Technology
63
+ 203.23%
$66.47 - $81.81 $4.19K - $5.15K
94 $7.59M
HWM
Howmet Aerospace Inc.

Industrials
24
+ 133.33%
$112.33 - $186.13 $2.7K - $4.47K
42 $7.54M
F
Ford Motor CO

Consumer Cyclical
399
+ 151.71%
$8.69 - $10.85 $3.47K - $4.33K
662 $7.73M
SBAC
Sba Communications Corp

Real Estate
21
+ 262.5%
$208.57 - $243.4 $4.38K - $5.11K
29 $6.79M
AEP
American Electric Power CO Inc

Utilities
48
+ 960.0%
$98.59 - $109.11 $4.73K - $5.24K
53 $5.51M
MNST
Monster Beverage Corp

Consumer Defensive
80
+ 727.27%
$55.01 - $64.24 $4.4K - $5.14K
91 $5.61M
AVB
Avalonbay Communities Inc

Real Estate
25
+ 277.78%
$187.23 - $215.61 $4.68K - $5.39K
34 $6.85M
TTWO
Take Two Interactive Software Inc

Communication Services
17
+ 77.27%
$194.58 - $243.05 $3.31K - $4.13K
39 $9.38M
WY
Weyerhaeuser CO

Real Estate
187
+ 359.62%
$24.69 - $29.48 $4.62K - $5.51K
239 $6.26M
USB
Us Bancorp \De\

Financial Services
86
+ 80.37%
$36.4 - $45.76 $3.13K - $3.94K
193 $9.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
9
+ 300.0%
$483.07 - $625.6 $4.35K - $5.63K
12 $6.57M
CSX
Csx Corp

Industrials
124
+ 94.66%
$26.69 - $32.91 $3.31K - $4.08K
255 $8.51M
ITW
Illinois Tool Works Inc

Industrials
12
+ 7.79%
$218.41 - $252.43 $2.62K - $3.03K
166 $42.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
64
+ 6400.0%
$87.84 - $1441.89 $5.62K - $92.3K
65 $5.96M
WBD
Warner Bros. Discovery, Inc.

Communication Services
374
+ 230.86%
$7.69 - $11.46 $2.88K - $4.29K
536 $6.12M
EQR
Equity Residential

Real Estate
67
+ 372.22%
$61.82 - $71.72 $4.14K - $4.81K
85 $5.66M
LMT
Lockheed Martin Corp

Industrials
9
+ 150.0%
$430.82 - $486.45 $3.88K - $4.38K
15 $7.07M
CME
Cme Group Inc.

Financial Services
10
+ 7.04%
$252.37 - $290.71 $2.52K - $2.91K
152 $41.9M
PGR
Progressive Corp

Financial Services
19
+ 105.56%
$255.27 - $288.74 $4.85K - $5.49K
37 $9.31M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
18
+ 900.0%
$225.56 - $335.19 $4.06K - $6.03K
20 $4.77M
EOG
Eog Resources Inc

Energy
34
+ 485.71%
$104.61 - $129.97 $3.56K - $4.42K
41 $5.08M
WDAY
Workday, Inc.

Technology
17
+ 212.5%
$210.47 - $274.71 $3.58K - $4.67K
25 $6.01M
Ge Healthcare Technologies I
56
+ 329.41%
N/A
73 $5.49M
NEM
Newmont Corp

Basic Materials
62
+ 110.71%
$44.18 - $59.46 $2.74K - $3.69K
118 $6.8M
DHR
Danaher Corp

Healthcare
21
+ 63.64%
$174.64 - $205.16 $3.67K - $4.31K
54 $10.8M
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 33.33%
$1794.73 - $2613.63 $1.79K - $2.61K
4 $9.91M
NOC
Northrop Grumman Corp

Industrials
8
+ 800.0%
$456.3 - $540.39 $3.65K - $4.32K
9 $4.54M
CDW
Cdw Corp

Technology
22
+ 1100.0%
$144.49 - $190.68 $3.18K - $4.19K
24 $4.34M
CHTR
Charter Communications, Inc.

Communication Services
9
+ 128.57%
$321.68 - $427.25 $2.9K - $3.85K
16 $6.59M
EBAY
Ebay Inc

Consumer Cyclical
50
+ 200.0%
$59.52 - $79.36 $2.98K - $3.97K
75 $5.65M
CVS
Cvs Health Corp

Healthcare
60
+ 71.43%
$60.04 - $70.18 $3.6K - $4.21K
144 $9.64M
AJG
Arthur J. Gallagher & Co.

Financial Services
13
+ 260.0%
$310.86 - $348.77 $4.04K - $4.53K
18 $5.65M
DHI
Horton D R Inc

Consumer Cyclical
29
+ 138.1%
$115.1 - $129.63 $3.34K - $3.76K
50 $6.57M
EXC
Exelon Corp

Utilities
92
+ 242.11%
$42.2 - $47.37 $3.88K - $4.36K
130 $5.59M
BDX
Becton Dickinson & CO

Healthcare
22
+ 1100.0%
$165.15 - $226.42 $3.63K - $4.98K
24 $4.19M
IDXX
Idexx Laboratories Inc

Healthcare
6
+ 150.0%
$361.04 - $536.34 $2.17K - $3.22K
10 $5.39M
WFC
Wells Fargo & Company

Financial Services
17
+ 7.36%
$60.98 - $80.12 $1.04K - $1.36K
248 $20.2M
TSCO
Tractor Supply CO

Consumer Cyclical
63
+ 170.27%
$47.86 - $55.77 $3.02K - $3.51K
100 $5.68M
RBLX
Roblox Corp

Communication Services
30
+ 300.0%
$51.22 - $105.59 $1.54K - $3.17K
40 $4.2M
CTAS
Cintas Corp

Industrials
16
+ 94.12%
$190.11 - $227.66 $3.04K - $3.64K
33 $7.11M
VTR
Ventas, Inc.

Real Estate
60
+ 214.29%
$62.45 - $70.08 $3.75K - $4.2K
88 $5.52M
SCHW
Schwab Charles Corp

Financial Services
25
+ 26.6%
$69.06 - $91.24 $1.73K - $2.28K
119 $10.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
52
+ 62.65%
$63.54 - $68.5 $3.3K - $3.56K
135 $9.21M
NKE
Nike, Inc.

Consumer Cyclical
40
+ 66.67%
$53.27 - $72.04 $2.13K - $2.88K
100 $7.39M
ZTS
Zoetis Inc.

Healthcare
23
+ 127.78%
$144.41 - $170.3 $3.32K - $3.92K
41 $6.47M
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
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
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email