Dogwood Wealth Management LLC Incresed Positions in Q3 2024

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
95.2K
+ 123.48%
$48.51 - $52.86 $4.62M - $5.03M
172K $9.11B
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
222K
+ 2530.14%
$22.11 - $22.46 $4.9M - $4.98M
230K $5.17B
IOO
Ishares Tr Global 100 ETF

ETFs
45.9K
+ 1697.7%
$89.63 - $100.83 $4.11M - $4.62M
48.6K $4.81B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
47.1K
+ 3302.73%
$72.52 - $82.35 $3.42M - $3.88M
48.6K $3.97B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.1K
+ 29.98%
$434.77 - $502.96 $1.35M - $1.56M
13.4K $6.55B
VTI
Vanguard Total Stock Market Et

ETFs
1.97K
+ 7.37%
$255.18 - $283.2 $503K - $559K
28.7K $8.14B
AVUV
American Centy ETF Tr Avantis

ETFs
10.5K
+ 27.25%
$88.24 - $99.7 $924K - $1.04M
48.9K $4.69B
OUNZ
Van Eck Merk Gold Trust

ETFs
15.7K
+ 9.64%
$22.51 - $25.83 $355K - $407K
179K $4.55B
AVIG
American Centy ETF Tr Avantis

ETFs
12.9K
+ 8.7%
$40.41 - $42.73 $522K - $552K
161K $6.85B
AVGO
Broadcom Inc.

Technology
6.95K
+ 1627.63%
$136.27 - $1745.86 $947K - $12.1M
7.38K $1.27B
MSFT
Microsoft Corp

Technology
1.42K
+ 57.8%
$395.15 - $467.56 $561K - $663K
3.87K $1.67B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.51K
+ 6164.91%
$147.95 - $191.05 $520K - $671K
3.57K $620M
LLY
Eli Lilly & CO

Healthcare
458
+ 32.1%
$772.14 - $960.02 $354K - $440K
1.89K $1.67B
AAPL
Apple Inc.

Technology
349
+ 4.79%
$207.23 - $234.82 $72.3K - $82K
7.64K $1.78B
META
Meta Platforms, Inc.

Communication Services
861
+ 301.05%
$453.41 - $572.44 $390K - $493K
1.15K $657M
JPM
Jpmorgan Chase & CO

Financial Services
2.29K
+ 87.65%
$194.9 - $224.8 $447K - $515K
4.91K $1.04B
NVDA
Nvidia Corp

Technology
11.4K
+ 981.77%
$98.91 - $134.91 $1.13M - $1.54M
12.6K $1.53B
ORCL
Oracle Corp

Technology
978
+ 14.27%
$125.9 - $170.35 $123K - $167K
7.83K $1.33B
PKI
Perkinelmer Inc

Healthcare
3.51K
+ 461.84%
N/A
4.27K $545M
WELL
Welltower Inc.

Real Estate
3.3K
+ 293.93%
$104.0 - $129.74 $343K - $427K
4.42K $565M
LNT
Alliant Energy Corp

Utilities
6.91K
+ 335.26%
$50.74 - $60.74 $351K - $420K
8.98K $545M
KR
Kroger CO

Consumer Defensive
7.29K
+ 379.03%
$50.43 - $57.3 $367K - $417K
9.21K $528M
JNJ
Johnson & Johnson

Healthcare
2.55K
+ 219.55%
$145.48 - $167.38 $371K - $427K
3.71K $601M
FTV
Fortive Corp

Technology
5.38K
+ 434.33%
$67.01 - $79.2 $360K - $426K
6.62K $522M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.77K
+ 351.99%
$210.25 - $231.86 $372K - $410K
2.27K $506M
APAM
Artisan Partners Asset Management Inc.

Financial Services
9.41K
+ 394.51%
$38.04 - $44.16 $358K - $416K
11.8K $511M
IR
Ingersoll Rand Inc.

Industrials
3.99K
+ 325.84%
$86.9 - $100.4 $346K - $400K
5.21K $511M
CDW
Cdw Corp

Technology
1.77K
+ 411.42%
$206.67 - $239.84 $365K - $423K
2.19K $497M
IYR
Ishares Tr

ETFs
2.26K
+ 19.29%
$86.93 - $103.61 $196K - $234K
14K $1.42B
AVSC
American Centy ETF Tr Avantis
3.87K
+ 5.69%
$49.07 - $56.13 $190K - $217K
72K $3.89B
HD
Home Depot, Inc.

Consumer Cyclical
719
+ 56.93%
$333.64 - $405.2 $240K - $291K
1.98K $803M
AMZN
Amazon Com Inc

Consumer Cyclical
1.28K
+ 21.34%
$161.02 - $200.0 $205K - $255K
7.25K $1.35B
IDXX
Idexx Laboratories Inc

Healthcare
582
+ 83.98%
$455.08 - $517.19 $265K - $301K
1.28K $644M
XOM
Exxon Mobil Corp

Energy
2.13K
+ 213200.0%
$109.72 - $119.0 $234K - $254K
2.13K $250M
KMI
Kinder Morgan, Inc.

Energy
8.54K
+ 63.39%
$19.72 - $22.22 $168K - $190K
22K $486M
HYGV
Flexshares Tr High Yield Value

ETFs
4.52K
+ 9.06%
$40.11 - $41.67 $181K - $188K
54.4K $2.27B
AVEM
American Centy ETF Tr Avantis

ETFs
505
+ 1.91%
$57.2 - $65.59 $28.9K - $33.1K
26.9K $1.74B
WMT
Walmart Inc.

Consumer Defensive
1.15K
+ 20.82%
$66.91 - $81.4 $76.9K - $93.6K
6.67K $539M
UNH
Unitedhealth Group Inc

Healthcare
225
+ 35.77%
$488.01 - $604.18 $110K - $136K
854 $499M
AVDV
American Centy ETF Tr Avantis

ETFs
955
+ 3.92%
$62.52 - $71.12 $59.7K - $67.9K
25.3K $1.79B
LMT
Lockheed Martin Corp

Industrials
144
+ 20.4%
$460.3 - $584.56 $66.3K - $84.2K
850 $497M
IEF
Ishares Barclays

ETFs
1.55K
+ 24.59%
$92.67 - $99.14 $144K - $154K
7.86K $771M
MNST
Monster Beverage Corp

Consumer Defensive
4.4K
+ 50.56%
$45.01 - $52.47 $198K - $231K
13.1K $683M
SO
Southern CO

Utilities
943
+ 21.21%
$77.0 - $90.52 $72.6K - $85.4K
5.39K $486M
CAT
Caterpillar Inc

Industrials
331
+ 33.74%
$316.8 - $391.12 $105K - $129K
1.31K $513M
MA
Mastercard Inc

Financial Services
284
+ 41.4%
$429.6 - $500.99 $122K - $142K
970 $479M
ADBE
Adobe Inc.

Technology
241
+ 25.0%
$508.13 - $586.55 $122K - $141K
1.21K $624M
FISV
Fiserv Inc

Technology
506
+ 21.87%
N/A
2.82K $507M
ROP
Roper Technologies Inc

Industrials
229
+ 24.76%
$515.25 - $576.55 $118K - $132K
1.15K $642M
Activity Summary
Buys All Purchases 500 New Holdings 404 Increased Positions 96 Sells All Sells 54 Reductions 42 Sold out 12 Options Calls 0 Puts 0
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email