Dogwood Wealth Management LLC Purchases in Q2 2025

Dogwood Wealth Management LLC

  • $205 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USHY
Ishares Tr Broad Usd High Yiel

ETFs
22
New
$35.3 - $37.51 $777 - $825
22 $818K
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
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3
New
$180.84 - $240.32 $543 - $721
3 $709K
Corpay Inc
2
+ 200.0%
N/A
3 $996K
TPR
Tapestry, Inc.

Consumer Cyclical
6
New
$60.6 - $87.81 $364 - $527
6 $553K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5
New
$99.37 - $134.05 $497 - $670
5 $540K
GRAB
Grab Holdings LTD

Technology
80
+ 16.91%
$3.48 - $5.25 $278 - $420
553 $2.65M
CAH
Cardinal Health Inc

Healthcare
3
New
$125.0 - $168.0 $375 - $504
3 $493K
TWLO
Twilio Inc

Communication Services
4
New
$81.34 - $124.36 $325 - $497
4 $488K
JEPI
J P Morgan Exchange Traded Fd

ETFs
10
+ 3.29%
$51.14 - $57.0 $511 - $570
314 $17.9M
NRG
Nrg Energy, Inc.

Utilities
3
New
$83.61 - $162.67 $251 - $488
3 $454K
EFV
Msci Eafe Value ETF

ETFs
7
New
$52.4 - $64.65 $367 - $453
7 $445K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9
New
$40.82 - $43.14 $367 - $388
9 $385K
FDLO
Fidelity Covington Tr Low Vola

ETFs
6
New
$54.44 - $62.8 $327 - $377
6 $378K
CCL
Carnival Corp

Consumer Cyclical
13
New
$16.43 - $28.12 $214 - $366
13 $375K
IP
International Paper CO

Consumer Cyclical
7
New
$43.89 - $54.46 $307 - $381
7 $354K
DG
Dollar General Corp

Consumer Defensive
3
New
$86.02 - $114.95 $258 - $345
3 $338K
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
EQT
Eqt Corp

Energy
6
New
$46.11 - $60.44 $277 - $363
6 $329K
FE
Firstenergy Corp

Utilities
8
New
$38.31 - $43.17 $306 - $345
8 $319K
DTE
Dte Energy CO

Utilities
3
+ 30.0%
$127.39 - $139.49 $382 - $418
13 $1.69M
MKC
Mccormick & CO Inc

Consumer Defensive
4
New
$71.11 - $82.25 $284 - $329
4 $292K
Flutter Entmt PLC
1
New
N/A
1 $285K
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
UA
Under Armour Inc Cl C

Consumer Cyclical
32
New
$4.73 - $6.59 $151 - $211
32 $213K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
New
$152.42 - $182.82 $152 - $183
1 $184K
FSMD
Fidelity Covington Tr Small Mi

ETFs
4
New
$34.67 - $41.47 $139 - $166
4 $168K
EW
Edwards Lifesciences Corp

Healthcare
1
+ 4.55%
$67.07 - $78.22 $67.1 - $78.2
23 $1.76M
Sonim Technologies Inc
226
New
N/A
226 $155K
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
Stem Inc
11
New
N/A
11 $99K
REKR
Rekor Systems, Inc.

Technology
40
New
$0.68 - $1.6 $27.2 - $64
40 $48K
WRAP
Wrap Technologies, Inc.

Technology
5
New
$1.37 - $1.81 $6.85 - $9.05
5 $8K
XLK
Technology Sector Spdr

ETFs
0
New
$179.73 - $253.23 $0 - $0
0 $15K
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
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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