Dogwood Wealth Management LLC Reduced Holdings in Q2 2025

Dogwood Wealth Management LLC

  • $205 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DKNG
Draft Kings Inc.

Consumer Cyclical
-488
- 93.31%
$31.67 - $42.89 $15.5K - $20.9K
35 $1.48M
ADP
Automatic Data Processing Inc

Industrials
-42
- 1.66%
$276.76 - $326.81 $11.6K - $13.7K
2.49K $765M
DIS
Walt Disney CO

Communication Services
-222
- 35.18%
$81.72 - $124.01 $18.1K - $27.5K
409 $49.8M
AVMU
American Centy ETF Travantis C

ETFs
-128
- 3.25%
$43.44 - $45.67 $5.56K - $5.85K
3.81K $169M
DFIV
Dimensional ETF Tr

ETFs
-434
- 15.14%
$34.67 - $43.21 $15K - $18.8K
2.43K $105M
AZN
Astrazeneca PLC

Healthcare
-99
- 96.12%
$64.87 - $75.0 $6.42K - $7.43K
4 $280K
OTIS
Otis Worldwide Corp

Industrials
-28
- 63.64%
$90.88 - $104.3 $2.54K - $2.92K
16 $1.57M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-24
- 12.18%
$144.63 - $179.53 $3.47K - $4.31K
173 $27.5M
HAL
Halliburton CO

Energy
-62
- 18.02%
$19.26 - $25.7 $1.19K - $1.59K
282 $6.25M
PCG
Pg&E Corp

Utilities
-130
- 99.24%
$13.55 - $17.87 $1.76K - $2.32K
1 $14K
AVDE
American Centy ETF Tr Avantis

ETFs
-47
- 20.43%
$59.32 - $74.36 $2.79K - $3.49K
183 $13.5M
FITB
Fifth Third Bancorp

Financial Services
-41
- 83.67%
$33.32 - $41.51 $1.37K - $1.7K
8 $348K
MTB
M&T Bank Corp

Financial Services
-9
- 81.82%
$156.58 - $193.99 $1.41K - $1.75K
2 $402K
GRMN
Garmin LTD

Technology
-7
- 77.78%
$173.63 - $218.07 $1.22K - $1.53K
2 $427K
PPG
Ppg Industries Inc

Basic Materials
-13
- 81.25%
$91.66 - $115.04 $1.19K - $1.5K
3 $352K
GLW
Corning Inc

Technology
-142
- 16.14%
$39.07 - $52.59 $5.55K - $7.47K
738 $38.9M
CINF
Cincinnati Financial Corp

Financial Services
-9
- 81.82%
$126.6 - $151.6 $1.14K - $1.36K
2 $292K
GDDY
Go Daddy Inc.

Technology
-7
- 87.5%
$162.11 - $192.36 $1.13K - $1.35K
1 $177K
BR
Broadridge Financial Solutions, Inc.

Technology
-5
- 83.33%
$217.22 - $246.25 $1.09K - $1.23K
1 $238K
PHM
Pultegroup Inc

Consumer Cyclical
-12
- 80.0%
$92.02 - $106.54 $1.1K - $1.28K
3 $327K
DD
Du Pont De Nemours, Inc.

Basic Materials
-16
- 76.19%
$55.13 - $75.25 $882 - $1.2K
5 $372K
AVRE
American Centy ETF Tr Avantis
-30
- 17.54%
$38.75 - $44.92 $1.16K - $1.35K
141 $6.21M
SYF
Synchrony Financial

Financial Services
-23
- 79.31%
$43.81 - $66.74 $1.01K - $1.54K
6 $416K
ACN
Accenture PLC

Technology
-2
- 5.0%
$279.23 - $323.21 $558 - $646
38 $11.5M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-3
- 75.0%
$283.31 - $388.96 $850 - $1.17K
1 $384K
LHX
L3 Harris Technologies, Inc.

Industrials
-6
- 46.15%
$200.21 - $256.99 $1.2K - $1.54K
7 $1.8M
HPE
Hewlett Packard Enterprise CO

Technology
-64
- 75.29%
$12.51 - $20.45 $801 - $1.31K
21 $437K
ECL
Ecolab Inc.

Basic Materials
-8
- 9.88%
$225.65 - $270.95 $1.81K - $2.17K
73 $19.6M
RMD
Resmed Inc

Healthcare
-4
- 44.44%
$204.54 - $258.0 $818 - $1.03K
5 $1.28M
EFX
Equifax Inc

Industrials
-3
- 33.33%
$205.5 - $280.54 $617 - $842
6 $1.59M
MGPI
Mgp Ingredients Inc

Consumer Defensive
-47
- 13.35%
$26.51 - $33.56 $1.25K - $1.58K
305 $9.78M
YUM
Yum Brands Inc

Consumer Cyclical
-1
- 2.7%
$138.36 - $161.45 $138 - $161
36 $5.36M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-4
- 21.05%
$109.83 - $131.67 $439 - $527
15 $1.84M
STE
Steris PLC

Healthcare
-2
- 28.57%
$208.55 - $252.55 $417 - $505
5 $1.16M
LEN
Lennar Corp

Consumer Cyclical
-3
- 15.79%
$102.76 - $115.66 $308 - $347
16 $1.77M
CNC
Centene Corp

Healthcare
-5
- 71.43%
$53.4 - $64.29 $267 - $321
2 $65K
AWK
American Water Works Company, Inc.

Utilities
-2
- 66.67%
$133.82 - $151.96 $268 - $304
1 $141K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-28
- 2.37%
$14.97 - $16.79 $419 - $470
1.15K $19.3M
OXY
Occidental Petroleum Corp

Energy
-3
- 6.98%
$36.11 - $49.33 $108 - $148
40 $1.83M
ETR
Entergy Corp

Utilities
-2
- 8.33%
$79.01 - $86.61 $158 - $173
22 $1.78M
TRGP
Targa Resources Corp.

Energy
-1
- 33.33%
$157.32 - $205.72 $157 - $206
2 $349K
INTC
Intel Corp

Technology
-45
- 4.64%
$18.13 - $22.69 $816 - $1.02K
924 $21.8M
Te Connectivity PLC
-5
- 23.81%
N/A
16 $2.76M
KMB
Kimberly Clark Corp

Consumer Defensive
-1
- 50.0%
$126.84 - $145.22 $127 - $145
1 $131K
NOW
Service Now, Inc.

Technology
-3
- 23.08%
$721.65 - $1040.18 $2.16K - $3.12K
10 $10.2M
CPNG
Coupang, Inc.

Consumer Cyclical
-22
- 32.35%
$19.76 - $30.81 $435 - $678
46 $1.38M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-157
- 6.67%
$35.35 - $42.68 $5.55K - $6.7K
2.2K $96M
APP
App Lovin Corp

Technology
-2
- 6.9%
$219.37 - $417.89 $439 - $836
27 $9.31M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-158
- 8.19%
$57.14 - $72.68 $9.03K - $11.5K
1.77K $129M
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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