Dogwood Wealth Management LLC Closed Holding Positions

Dogwood Wealth Management LLC

  • $205 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
STLD
Steel Dynamics Inc

Basic Materials
Q4 2024 Filed on Mar 04, 2025
0
N/A
SWK
Stanley Black & Decker, Inc.

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$79.07 - $109.36 $0 - $0
SSNC
Ss&C Technologies Holdings Inc

Technology
Q4 2024 Filed on Mar 04, 2025
0
$69.93 - $77.36 $0 - $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$338.38 - $446.21 $0 - $0
VFC
V F Corp

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$16.7 - $22.59 $0 - $0
VTWO
Vanguard Russell 2000 ETF

ETFs
Q4 2024 Filed on Mar 04, 2025
3
$87.42 - $98.06 $262 - $294
ZI
Zoom Info Technologies Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
$9.44 - $13.08 $0 - $0
Wk Kellogg CO
Q4 2024 Filed on Mar 04, 2025
0
N/A
IHDG
Wisdomtree Tr

ETFs
Q4 2024 Filed on Mar 04, 2025
30
$43.38 - $46.0 $1.3K - $1.38K
WRK
West Rock CO

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
N/A
WDC
Western Digital Corp

Technology
Q4 2024 Filed on Mar 04, 2025
0
$59.62 - $73.43 $0 - $0
WST
West Pharmaceutical Services Inc

Healthcare
Q4 2024 Filed on Mar 04, 2025
0
$285.69 - $344.0 $0 - $0
VTRS
Viatris Inc

Healthcare
Q4 2024 Filed on Mar 04, 2025
0
$11.32 - $13.37 $0 - $0
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2024 Filed on Mar 04, 2025
48
$47.57 - $52.44 $2.28K - $2.52K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q4 2024 Filed on Mar 04, 2025
48
$25.25 - $26.34 $1.21K - $1.26K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q4 2024 Filed on Mar 04, 2025
51
$563.99 - $620.12 $28.8K - $31.6K
XLF
Financial Sector Spdr

ETFs
Q4 2024 Filed on Mar 04, 2025
82
$44.89 - $51.34 $3.68K - $4.21K
XLE
Energy Sector Spdr

ETFs
Q4 2024 Filed on Mar 04, 2025
7
$83.32 - $97.27 $583 - $681
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2024 Filed on Mar 04, 2025
37
$89.66 - $102.16 $3.32K - $3.78K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q4 2024 Filed on Mar 04, 2025
300
$25.33 - $51.16 $7.6K - $15.3K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q4 2024 Filed on Mar 04, 2025
7
$27.54 - $83.04 $193 - $581
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2024 Filed on Mar 04, 2025
354
$22.4 - $68.28 $7.93K - $24.2K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q4 2024 Filed on Mar 04, 2025
1,552
$22.01 - $66.82 $34.2K - $104K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2024 Filed on Mar 04, 2025
263
$18.41 - $40.87 $4.84K - $10.7K
XLI
Industrial Sector Spdr

ETFs
Q4 2024 Filed on Mar 04, 2025
18
$131.76 - $143.99 $2.37K - $2.59K
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2024 Filed on Mar 04, 2025
15
$194.8 - $239.43 $2.92K - $3.59K
XLP
Consumer Staples Sector Spdr

ETFs
Q4 2024 Filed on Mar 04, 2025
11
N/A
Solventum Corp
Q4 2024 Filed on Mar 04, 2025
0
N/A
SEDG
Solaredge Technologies, Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
$10.47 - $22.02 $0 - $0
SNA
Snap On Inc

Industrials
Q4 2024 Filed on Mar 04, 2025
742
$285.44 - $371.35 $212K - $276K
SNAP
Snap Inc

Communication Services
Q4 2024 Filed on Mar 04, 2025
0
$9.98 - $12.86 $0 - $0
SJM
J M Smucker CO

Consumer Defensive
Q4 2024 Filed on Mar 04, 2025
0
$106.92 - $121.75 $0 - $0
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
$83.18 - $99.15 $0 - $0
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2024 Filed on Mar 04, 2025
6
$83.8 - $97.58 $503 - $585
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2024 Filed on Mar 04, 2025
28
$136.28 - $154.74 $3.82K - $4.33K
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2024 Filed on Mar 04, 2025
438
$23.49 - $71.77 $10.3K - $31.4K
CLX
Clorox CO

Consumer Defensive
Q4 2024 Filed on Mar 04, 2025
0
$156.51 - $169.74 $0 - $0
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q4 2024 Filed on Mar 04, 2025
0
$61.93 - $70.49 $0 - $0
BXP
Boston Properties Inc

Real Estate
Q4 2024 Filed on Mar 04, 2025
0
$73.33 - $89.72 $0 - $0
BFB
Brown Forman Corp Cl B
Q4 2024 Filed on Mar 04, 2025
0
N/A
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$242.7 - $295.49 $0 - $0
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$32.82 - $45.55 $0 - $0
CSL
Carlisle Companies Inc

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$368.67 - $480.91 $0 - $0
KMX
Carmax Inc

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$71.11 - $87.2 $0 - $0
CTLT
Catalent, Inc.

Healthcare
Q4 2024 Filed on Mar 04, 2025
0
$58.48 - $63.48 $0 - $0
CE
Celanese Corp

Basic Materials
Q4 2024 Filed on Mar 04, 2025
0
$67.03 - $136.68 $0 - $0
CNP
Centerpoint Energy Inc

Utilities
Q4 2024 Filed on Mar 04, 2025
0
$28.58 - $32.66 $0 - $0
CF
Cf Industries Holdings, Inc.

Basic Materials
Q4 2024 Filed on Mar 04, 2025
0
$81.39 - $94.14 $0 - $0
CHD
Church & Dwight CO Inc

Consumer Defensive
Q4 2024 Filed on Mar 04, 2025
0
$99.11 - $112.25 $0 - $0
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