Dogwood Wealth Management LLC New Holdings in Q2 2025

Dogwood Wealth Management LLC

  • $205 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
99.9K
New
$39.69 - $51.24 $3.96M - $5.12M
99.9K $5.08B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
28.6K
New
N/A
28.6K $1.35B
WCN
Waste Connections, Inc.

Industrials
1.99K
New
$183.26 - $199.95 $365K - $398K
1.99K $361M
Ralliant Corp
1.81K
New
N/A
1.81K $86.9M
VGT
Vanguard Information Technolog

ETFs
89
New
$470.37 - $663.28 $41.9K - $59K
89 $59.7M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
428
New
$86.93 - $109.64 $37.2K - $46.9K
428 $47.1M
BCS
Barclays PLC

Financial Services
2.51K
New
$12.69 - $18.61 $31.9K - $46.7K
2.51K $46M
Franklin Templeton Digital H
694
New
N/A
694 $43.7M
OVV
Ovintiv Inc.

Energy
851
New
$31.18 - $44.14 $26.5K - $37.6K
851 $35M
SAN
Banco Santander, S.A.

Financial Services
3.74K
New
$5.72 - $8.32 $21.4K - $31.1K
3.74K $32.5M
ATKR
Atkore Inc.

Industrials
346
New
$52.02 - $71.15 $18K - $24.6K
346 $26.1M
Natwest Group PLC
1.94K
New
N/A
1.94K $26M
First Tr Exchng Traded Fd Vi
1.26K
New
N/A
1.26K $24.7M
Rocket Lab Corp
549
New
N/A
549 $21.3M
NYT
New York Times CO

Communication Services
367
New
$45.37 - $57.12 $16.7K - $21K
367 $20.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
191
New
$96.84 - $99.46 $18.5K - $19K
191 $18.7M
AWI
Armstrong World Industries Inc

Industrials
106
New
$126.1 - $163.12 $13.4K - $17.3K
106 $17.7M
REG
Regency Centers Corp

Real Estate
250
New
$65.48 - $74.74 $16.4K - $18.7K
250 $17.4M
LEU
Centrus Energy Corp

Energy
100
New
$54.43 - $208.81 $5.44K - $20.9K
100 $17.4M
SMR
Nuscale Power Corp

Industrials
472
New
$12.6 - $43.24 $5.95K - $20.4K
472 $16.6M
ELS
Equity Lifestyle Properties Inc

Real Estate
260
New
$61.46 - $68.02 $16K - $17.7K
260 $16.1M
RGLD
Royal Gold Inc

Basic Materials
97
New
$155.48 - $186.71 $15.1K - $18.1K
97 $15.5M
CBSH
Commerce Bancshares Inc

Financial Services
222
New
$55.42 - $65.63 $12.3K - $14.6K
222 $14.5M
VUG
Vanguard Growth ETF

ETFs
32
New
$329.49 - $438.4 $10.5K - $14K
32 $14M
JKHY
Henry Jack & Associates Inc

Technology
77
New
$163.54 - $186.02 $12.6K - $14.3K
77 $13.9M
EGP
Eastgroup Properties Inc

Real Estate
80
New
$145.28 - $176.09 $11.6K - $14.1K
80 $13.5M
SF
Stifel Financial Corp

Financial Services
124
New
$76.49 - $103.78 $9.48K - $12.9K
124 $13.3M
BCPC
Balchem Corp

Basic Materials
79
New
$150.5 - $170.45 $11.9K - $13.5K
79 $12.9M
VFH
Vanguard Financial ETF

ETFs
99
New
$104.87 - $127.3 $10.4K - $12.6K
99 $12.6M
TTC
Toro CO

Industrials
167
New
$63.51 - $77.8 $10.6K - $13K
167 $12.4M
PRI
Primerica, Inc.

Financial Services
45
New
$244.39 - $290.62 $11K - $13.1K
45 $12.3M
FDS
Factset Research Systems Inc

Financial Services
26
New
$398.85 - $473.32 $10.4K - $12.3K
26 $11.6M
BPOP
Popular, Inc.

Financial Services
99
New
$81.63 - $110.51 $8.08K - $10.9K
99 $11.3M
FR
First Industrial Realty Trust Inc

Real Estate
233
New
$43.07 - $54.05 $10K - $12.6K
233 $11.3M
NXST
Nexstar Media Group, Inc.

Communication Services
60
New
$144.68 - $181.86 $8.68K - $10.9K
60 $11M
MORN
Morningstar, Inc.

Financial Services
36
New
$255.31 - $313.93 $9.19K - $11.3K
36 $10.9M
HLI
Houlihan Lokey, Inc.

Financial Services
59
New
$141.59 - $182.75 $8.35K - $10.8K
59 $10.9M
CPT
Camden Property Trust

Real Estate
96
New
$106.53 - $122.8 $10.2K - $11.8K
96 $10.9M
ALCC
Alt C Acquisition Corp.

Financial Services
202
New
N/A
202 $10.8M
PB
Prosperity Bancshares Inc

Financial Services
145
New
$63.76 - $73.75 $9.25K - $10.7K
145 $10.8M
AIZ
Assurant, Inc.

Financial Services
54
New
$179.73 - $211.56 $9.71K - $11.4K
54 $10.3M
INGR
Ingredion Inc

Consumer Defensive
75
New
$123.22 - $140.95 $9.24K - $10.6K
75 $10.3M
GHC
Graham Holdings CO

Consumer Defensive
11
New
$876.56 - $1003.53 $9.64K - $11K
11 $10.2M
UNM
Unum Group

Financial Services
123
New
$70.48 - $82.91 $8.67K - $10.2K
123 $9.96M
MSA
Msa Safety Inc

Industrials
57
New
$130.21 - $169.16 $7.42K - $9.64K
57 $9.94M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
134
New
N/A
134 $9.61M
WTS
Watts Water Technologies Inc

Industrials
37
New
$180.4 - $247.22 $6.67K - $9.15K
37 $9.42M
FBP
First Bancorp

Financial Services
430
New
$16.84 - $21.1 $7.24K - $9.07K
430 $9.33M
WDFC
Wd 40 CO

Basic Materials
40
New
$217.49 - $248.93 $8.7K - $9.96K
40 $9.19M
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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