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
UNP
Union Pacific Corp

Industrials
8
+ 22.22%
$208.27 - $238.46 $1.67K - $1.91K
44 $10.4M
SLDP
Solid Power, Inc.

Industrials
750
New
$0.93 - $2.28 $698 - $1.71K
750 $1.88M
CRH.L
Crh PLC

Basic Materials
18
+ 69.23%
N/A
44 $4.17M
SLB
Schlumberger Limited

Energy
64
+ 70.33%
$31.95 - $42.2 $2.04K - $2.7K
155 $5.66M
KD
Kyndryl Holdings, Inc.

Technology
20
+ 25.0%
$27.77 - $41.96 $555 - $839
100 $4.34M
OKE
Oneok Inc

Energy
30
+ 78.95%
$78.71 - $100.37 $2.36K - $3.01K
68 $5.55M
TT
Trane Technologies PLC

Industrials
1
+ 6.67%
$315.21 - $437.41 $315 - $437
16 $6.83M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
21
New
$73.0 - $85.5 $1.53K - $1.8K
21 $1.76M
NDAQ
Nasdaq, Inc.

Financial Services
19
+ 380.0%
$66.4 - $89.42 $1.26K - $1.7K
24 $2.13M
FQAL
Fidelity Covington Tr Quality

ETFs
25
New
$57.29 - $69.63 $1.43K - $1.74K
25 $1.75M
A
Agilent Technologies, Inc.

Healthcare
14
+ 350.0%
$99.29 - $120.52 $1.39K - $1.69K
18 $2.18M
RF
Regions Financial Corp

Financial Services
69
New
$18.34 - $23.52 $1.27K - $1.62K
69 $1.7M
IR
Ingersoll Rand Inc.

Industrials
19
+ 380.0%
$66.75 - $84.94 $1.27K - $1.61K
24 $2.09M
ARES
Ares Management Corp

Financial Services
9
+ 450.0%
$118.04 - $175.83 $1.06K - $1.58K
11 $1.93M
FNDE
Schwab Fundamental Emerging Mk

ETFs
48
New
$26.66 - $33.09 $1.28K - $1.59K
48 $1.6M
FDX
Fedex Corp

Industrials
7
+ 50.0%
$198.07 - $245.17 $1.39K - $1.72K
21 $5.01M
PEAK
Healthpeak Properties, Inc.

Real Estate
86
New
N/A
86 $1.57M
MDT
Medtronic PLC

Healthcare
19
+ 17.12%
$80.68 - $88.86 $1.53K - $1.69K
130 $11.5M
VRSK
Verisk Analytics, Inc.

Industrials
5
+ 100.0%
$277.03 - $321.33 $1.39K - $1.61K
10 $3.03M
KEYS
Keysight Technologies, Inc.

Technology
9
+ 450.0%
$127.02 - $165.4 $1.14K - $1.49K
11 $1.8M
ES
Eversource Energy

Utilities
23
New
$54.25 - $65.89 $1.25K - $1.52K
23 $1.49M
LLY
Eli Lilly & CO

Healthcare
61
+ 6.39%
$713.71 - $898.95 $43.5K - $54.8K
1.02K $790M
Kenvue Inc
77
+ 105.48%
N/A
150 $3.11M
HBAN
Huntington Bancshares Inc

Financial Services
74
+ 352.38%
$12.49 - $16.76 $924 - $1.24K
95 $1.66M
DOV
Dover Corp

Industrials
7
+ 350.0%
$151.14 - $186.7 $1.06K - $1.31K
9 $1.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
25
New
$51.68 - $52.76 $1.29K - $1.32K
25 $1.31M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
32
+ 0.64%
$49.57 - $50.27 $1.59K - $1.61K
5.05K $252M
MTD
Mettler Toledo International Inc

Healthcare
1
New
$970.15 - $1216.57 $970 - $1.22K
1 $1.21M
IT
Gartner Inc

Technology
3
+ 300.0%
$377.5 - $449.52 $1.13K - $1.35K
4 $1.6M
CVNA
Carvana Co.

Consumer Cyclical
3
+ 300.0%
$162.57 - $345.64 $488 - $1.04K
4 $1.38M
TYL
Tyler Technologies Inc

Technology
2
New
$521.68 - $592.84 $1.04K - $1.19K
2 $1.17M
CBOE
Cboe Global Markets, Inc.

Financial Services
5
+ 500.0%
$205.81 - $234.23 $1.03K - $1.17K
6 $1.4M
DOCS
Doximity, Inc.

Healthcare
14
+ 17.5%
$50.71 - $61.34 $710 - $859
94 $5.78M
MPWR
Monolithic Power Systems Inc

Technology
1
+ 50.0%
$455.19 - $737.73 $455 - $738
3 $2.28M
ALL
Allstate Corp

Financial Services
7
+ 43.75%
$180.53 - $212.64 $1.26K - $1.49K
23 $4.45M
HUBS
Hubspot Inc

Technology
2
New
$487.07 - $672.24 $974 - $1.34K
2 $1.12M
GD
General Dynamics Corp

Industrials
3
+ 33.33%
$247.68 - $291.66 $743 - $875
12 $3.56M
VDC
Vanguard Consumer Staples ETF

ETFs
5
New
$204.89 - $224.73 $1.02K - $1.12K
5 $1.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
51
New
$18.94 - $21.67 $966 - $1.11K
51 $1.08M
Fidelity Covington Trust
31
New
N/A
31 $1.07M
WAT
Waters Corp

Healthcare
3
New
$307.71 - $366.67 $923 - $1.1K
3 $1.04M
TDY
Teledyne Technologies Inc

Technology
2
New
$435.54 - $512.31 $871 - $1.02K
2 $1.03M
AFL
Aflac Inc

Financial Services
11
+ 73.33%
$99.77 - $112.45 $1.1K - $1.24K
26 $2.68M
PSX
Phillips 66

Energy
6
+ 22.22%
$92.87 - $125.73 $557 - $754
33 $4.29M
HPQ
Hp Inc

Technology
36
+ 360.0%
$21.88 - $29.32 $788 - $1.06K
46 $1.19M
TRV
Travelers Companies, Inc.

Financial Services
4
+ 26.67%
$233.83 - $276.34 $935 - $1.11K
19 $4.87M
AMP
Ameriprise Financial Inc

Financial Services
1
+ 14.29%
$422.19 - $533.73 $422 - $534
8 $4.29M
IVZ
Invesco Ltd.

Financial Services
6
+ 1.26%
$12.14 - $15.77 $72.8 - $94.6
484 $8.09M
IGLB
Ishares 10+ Year Investment Gr

ETFs
17
New
$47.55 - $50.44 $808 - $857
17 $838K
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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