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
CVNA
Carvana Co.

Consumer Cyclical
3
+ 300.0%
$162.57 - $345.64 $488 - $1.04K
4 $1.38M
CBOE
Cboe Global Markets, Inc.

Financial Services
5
+ 500.0%
$205.81 - $234.23 $1.03K - $1.17K
6 $1.4M
DOCS
Doximity, Inc.

Healthcare
14
+ 17.5%
$50.71 - $61.34 $710 - $859
94 $5.78M
MPWR
Monolithic Power Systems Inc

Technology
1
+ 50.0%
$455.19 - $737.73 $455 - $738
3 $2.28M
ALL
Allstate Corp

Financial Services
7
+ 43.75%
$180.53 - $212.64 $1.26K - $1.49K
23 $4.45M
GD
General Dynamics Corp

Industrials
3
+ 33.33%
$247.68 - $291.66 $743 - $875
12 $3.56M
AFL
Aflac Inc

Financial Services
11
+ 73.33%
$99.77 - $112.45 $1.1K - $1.24K
26 $2.68M
PSX
Phillips 66

Energy
6
+ 22.22%
$92.87 - $125.73 $557 - $754
33 $4.29M
HPQ
Hp Inc

Technology
36
+ 360.0%
$21.88 - $29.32 $788 - $1.06K
46 $1.19M
TRV
Travelers Companies, Inc.

Financial Services
4
+ 26.67%
$233.83 - $276.34 $935 - $1.11K
19 $4.87M
IVZ
Invesco Ltd.

Financial Services
6
+ 1.26%
$12.14 - $15.77 $72.8 - $94.6
484 $8.09M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
2
+ 0.85%
$25.21 - $34.03 $50.4 - $68.1
236 $7.9M
SYY
Sysco Corp

Consumer Defensive
10
+ 43.48%
$68.0 - $75.91 $680 - $759
33 $2.53M
VLO
Valero Energy Corp

Energy
3
+ 15.79%
$104.69 - $141.77 $314 - $425
22 $3.27M
ADBE
Adobe Inc.

Technology
2
+ 5.26%
$340.0 - $420.68 $680 - $841
40 $15.3M
Corpay Inc
2
+ 200.0%
N/A
3 $996K
GRAB
Grab Holdings LTD

Technology
80
+ 16.91%
$3.48 - $5.25 $278 - $420
553 $2.65M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10
+ 3.29%
$51.14 - $57.0 $511 - $570
314 $17.9M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
10
+ 25.64%
$32.56 - $35.71 $326 - $357
49 $1.67M
HSY
Hershey CO

Consumer Defensive
2
+ 22.22%
$151.29 - $173.13 $303 - $346
11 $1.87M
DTE
Dte Energy CO

Utilities
3
+ 30.0%
$127.39 - $139.49 $382 - $418
13 $1.69M
UPS
United Parcel Service Inc

Industrials
6
+ 13.04%
$91.92 - $110.2 $552 - $661
52 $5.32M
WEC
Wec Energy Group, Inc.

Utilities
3
+ 25.0%
$102.24 - $109.76 $307 - $329
15 $1.56M
MSI
Motorola Solutions, Inc.

Technology
1
+ 10.0%
$394.72 - $440.39 $395 - $440
11 $4.41M
EW
Edwards Lifesciences Corp

Healthcare
1
+ 4.55%
$67.07 - $78.22 $67.1 - $78.2
23 $1.76M
LUMN
Lumen Technologies, Inc.

Communication Services
21
+ 61.76%
$3.07 - $4.51 $64.5 - $94.7
55 $249K
GNK
Genco Shipping & Trading LTD

Industrials
1
+ 0.87%
$11.36 - $14.56 $11.4 - $14.6
116 $1.64M
PEY
Invesco Exchange Traded Fd Tr

ETFs
2
+ 1.8%
$18.68 - $21.54 $37.4 - $43.1
113 $2.38M
NWL
Newell Brands Inc.

Consumer Defensive
1
+ 1.54%
$4.48 - $6.27 $4.48 - $6.27
66 $376K
FANG
Diamondback Energy, Inc.

Energy
8
+ 8.79%
$119.25 - $161.49 $954 - $1.29K
99 $14.2M
SHEL
Shell PLC

Energy
3
+ 1.15%
$59.75 - $73.05 $179 - $219
265 $18.9M
ABBV
Abb Vie Inc.

Healthcare
29
+ 8.92%
$170.16 - $206.27 $4.93K - $5.98K
354 $67.2M
HYD
Vaneck High Yield Muni ETF

ETFs
30
+ 1.57%
$49.08 - $51.35 $1.47K - $1.54K
1.94K $96.9M
EPD
Enterprise Products Partners L.P.

Energy
10
+ 1.57%
$28.95 - $34.22 $290 - $342
645 $20.5M
KMI
Kinder Morgan, Inc.

Energy
269
+ 1.03%
$25.21 - $29.4 $6.78K - $7.91K
26.3K $739M
BMY
Bristol Myers Squibb CO

Healthcare
25
+ 8.25%
$44.12 - $59.6 $1.1K - $1.49K
328 $15.4M
FISV
Fiserv Inc

Technology
343
+ 5.11%
N/A
7.06K $1.2B
UNH
Unitedhealth Group Inc

Healthcare
33
+ 2.4%
$274.35 - $599.47 $9.05K - $19.8K
1.41K $433M
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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