Dogwood Wealth Management LLC New Holdings in Q1 2025

Dogwood Wealth Management LLC

  • $190 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
5.97K
New
$105.87 - $121.97 $632K - $729K
5.97K $729M
SLGN
Silgan Holdings Inc

Consumer Cyclical
13.1K
New
$48.82 - $56.15 $637K - $733K
13.1K $667M
ISRG
Intuitive Surgical Inc

Healthcare
1.3K
New
$476.63 - $610.45 $621K - $795K
1.3K $645M
AME
Ametek Inc

Industrials
3.71K
New
$170.39 - $190.43 $632K - $706K
3.71K $638M
BKR
Baker Hughes CO

Energy
13.9K
New
$41.16 - $48.85 $573K - $681K
13.9K $612M
Neos ETF Trust
1.49K
New
N/A
1.49K $72.5M
NVO
Novo Nordisk A S

Healthcare
650
New
$69.3 - $90.95 $45K - $59.1K
650 $45.9M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
197
New
$132.75 - $177.12 $26.2K - $34.9K
197 $30.1M
WFC
Wells Fargo & Company

Financial Services
231
New
$66.78 - $81.42 $15.4K - $18.8K
231 $16.6M
SPOT
Spotify Technology S.A.

Communication Services
29
New
$457.79 - $648.32 $13.3K - $18.8K
29 $16M
TQQQ
Proshares Ultrapro Qqq

ETFs
249
New
$57.3 - $90.39 $14.3K - $22.5K
249 $14.3M
CSCO
Cisco Systems, Inc.

Technology
208
New
$58.74 - $64.87 $12.2K - $13.5K
208 $12.8M
ACN
Accenture PLC

Technology
40
New
$300.91 - $398.25 $12K - $15.9K
40 $12.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
109
New
$100.32 - $100.76 $10.9K - $11K
109 $11M
AVLV
American Centy ETF Tr Avantis
168
New
$63.51 - $70.42 $10.7K - $11.8K
168 $11M
INTU
Intuit Inc

Technology
17
New
$555.63 - $630.23 $9.45K - $10.7K
17 $10.4M
TXN
Texas Instruments Inc

Technology
58
New
N/A
58 $10.4M
NOW
Service Now, Inc.

Technology
13
New
$783.83 - $1170.39 $10.2K - $15.2K
13 $10.4M
Linde PLC
22
New
N/A
22 $10.2M
MDT
Medtronic PLC

Healthcare
111
New
$79.84 - $94.5 $8.86K - $10.5K
111 $10M
IBM
International Business Machines Corp

Technology
39
New
$217.4 - $264.74 $8.48K - $10.3K
39 $9.7M
LOW
Lowes Companies Inc

Consumer Cyclical
39
New
$222.66 - $268.42 $8.68K - $10.5K
39 $9.1M
MU
Micron Technology Inc

Technology
99
New
$86.89 - $109.38 $8.6K - $10.8K
99 $8.6M
UNP
Union Pacific Corp

Industrials
36
New
$225.21 - $254.42 $8.11K - $9.16K
36 $8.51M
UBER
Uber Technologies, Inc

Technology
113
New
$63.17 - $81.49 $7.14K - $9.21K
113 $8.23M
APP
App Lovin Corp

Technology
29
New
$238.08 - $510.13 $6.9K - $14.8K
29 $7.68M
AMAT
Applied Materials Inc

Technology
52
New
$145.06 - $195.51 $7.54K - $10.2K
52 $7.55M
SCHW
Schwab Charles Corp

Financial Services
94
New
$71.24 - $83.64 $6.7K - $7.86K
94 $7.36M
GILD
Gilead Sciences, Inc.

Healthcare
65
New
$89.14 - $117.41 $5.79K - $7.63K
65 $7.28M
Nebius Group N.V.
333
New
N/A
333 $7.04M
CMCSA
Comcast Corp

Communication Services
190
New
$33.19 - $38.23 $6.31K - $7.26K
190 $7.01M
CB
Chubb LTD

Financial Services
23
New
$257.71 - $301.99 $5.93K - $6.95K
23 $6.97M
DHR
Danaher Corp

Healthcare
33
New
$201.62 - $250.59 $6.65K - $8.27K
33 $6.77M
PLD
Prologis, Inc.

Real Estate
60
New
$103.59 - $124.04 $6.22K - $7.44K
60 $6.71M
Vanguard Instl Index Fd
86
New
N/A
86 $6.49M
ICE
Intercontinental Exchange, Inc.

Financial Services
37
New
$142.8 - $176.36 $5.28K - $6.53K
37 $6.38M
Weride Inc
460
New
N/A
460 $6.24M
PM
Philip Morris International Inc.

Consumer Defensive
39
New
$117.15 - $158.79 $4.57K - $6.19K
39 $6.19M
Lam Research Corp
81
New
N/A
81 $5.9M
MELI
Mercadolibre Inc

Consumer Cyclical
3
New
$1739.0 - $2260.0 $5.22K - $6.78K
3 $5.85M
CVS
Cvs Health Corp

Healthcare
84
New
$44.22 - $68.64 $3.71K - $5.77K
84 $5.69M
MDLZ
Mondelez International, Inc.

Consumer Defensive
83
New
$56.12 - $68.15 $4.66K - $5.66K
83 $5.63M
KLAC
Kla Corp

Technology
8
New
$636.62 - $777.63 $5.09K - $6.22K
8 $5.44M
PGR
Progressive Corp

Financial Services
18
New
$235.61 - $291.22 $4.24K - $5.24K
18 $5.09M
UPS
United Parcel Service Inc

Industrials
46
New
$109.66 - $136.26 $5.04K - $6.27K
46 $5.06M
TT
Trane Technologies PLC

Industrials
15
New
$332.0 - $400.86 $4.98K - $6.01K
15 $5.05M
PNC
Pnc Financial Services Group, Inc.

Financial Services
27
New
$168.84 - $202.89 $4.56K - $5.48K
27 $4.75M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
New
$4295.4 - $5141.88 $4.3K - $5.14K
1 $4.61M
USB
Us Bancorp \De\

Financial Services
107
New
$40.92 - $50.9 $4.38K - $5.45K
107 $4.52M
Activity Summary
Buys All Purchases 394 New Holdings 263 Increased Positions 131 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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