Dogwood Wealth Management LLC Incresed Positions in Q1 2025

Dogwood Wealth Management LLC

  • $190 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.1K
+ 13.5%
$209.68 - $247.1 $231K - $272K
9.26K $2.06B
BAC
Bank Of America Corp

Financial Services
1.11K
+ 7.43%
$39.61 - $47.74 $43.8K - $52.8K
16K $668M
DE
Deere & CO

Industrials
17
+ 17.0%
$408.57 - $509.27 $6.95K - $8.66K
117 $54.9M
EME
Emcor Group, Inc.

Industrials
53
+ 59.55%
$361.16 - $535.99 $19.1K - $28.4K
142 $52.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
29
+ 23.58%
$308.86 - $455.36 $8.96K - $13.2K
152 $53.6M
DFIV
Dimensional ETF Tr

ETFs
10
+ 0.35%
$35.33 - $40.77 $353 - $408
2.87K $113M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
266
+ 12.81%
$39.61 - $42.65 $10.5K - $11.3K
2.34K $95.5M
CME
Cme Group Inc.

Financial Services
20
+ 16.39%
$225.82 - $266.54 $4.52K - $5.33K
142 $37.7M
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 34.48%
$279.74 - $321.29 $5.59K - $6.43K
78 $24.5M
RTX
Raytheon Technologies Corp

Industrials
53
+ 160.61%
$114.1 - $135.66 $6.05K - $7.19K
86 $11.4M
ED
Consolidated Edison Inc

Utilities
19
+ 8.92%
$88.0 - $110.59 $1.67K - $2.1K
232 $25.7M
PANW
Palo Alto Networks Inc

Technology
35
+ 875.0%
$167.82 - $208.28 $5.87K - $7.29K
39 $6.66M
SHW
Sherwin Williams CO

Basic Materials
15
+ 31.91%
$330.16 - $365.55 $4.95K - $5.48K
62 $21.8M
ECL
Ecolab Inc.

Basic Materials
16
+ 24.62%
$229.72 - $269.82 $3.68K - $4.32K
81 $20.5M
ADBE
Adobe Inc.

Technology
17
+ 80.95%
$377.84 - $464.11 $6.42K - $7.89K
38 $14.6M
BMY
Bristol Myers Squibb CO

Healthcare
64
+ 26.78%
$53.9 - $63.11 $3.45K - $4.04K
303 $18.5M
DIS
Walt Disney CO

Communication Services
116
+ 22.52%
$96.87 - $114.0 $11.2K - $13.2K
631 $62.3M
ITW
Illinois Tool Works Inc

Industrials
20
+ 14.93%
$244.9 - $274.48 $4.9K - $5.49K
154 $38.1M
MO
Altria Group, Inc.

Consumer Defensive
18
+ 4.85%
$50.81 - $60.02 $915 - $1.08K
389 $23.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
7
+ 233.33%
$402.49 - $513.76 $2.82K - $3.6K
10 $4.85M
CARR
Carrier Global Corp

Industrials
54
+ 168.75%
$62.07 - $70.55 $3.35K - $3.81K
86 $5.46M
OTIS
Otis Worldwide Corp

Industrials
28
+ 175.0%
$90.77 - $104.01 $2.54K - $2.91K
44 $4.5M
SHEL
Shell PLC

Energy
2
+ 0.77%
$62.84 - $73.29 $126 - $147
262 $19.2M
YUM
Yum Brands Inc

Consumer Cyclical
15
+ 68.18%
$123.25 - $162.53 $1.85K - $2.44K
37 $5.9M
PFE
Pfizer Inc

Healthcare
113
+ 2260.0%
$25.01 - $27.13 $2.83K - $3.07K
118 $2.99M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
113
+ 12.7%
$43.03 - $49.3 $4.86K - $5.57K
1K $44.1M
NEE
Nextera Energy Inc

Utilities
57
+ 3.49%
$66.96 - $76.16 $3.82K - $4.34K
1.69K $120M
ABNB
Airbnb, Inc.

Consumer Cyclical
27
+ 45.0%
$119.38 - $161.42 $3.22K - $4.36K
87 $10.4M
SNOW
Snowflake Inc.

Technology
19
+ 47.5%
$146.16 - $192.78 $2.78K - $3.66K
59 $8.62M
EPD
Enterprise Products Partners L.P.

Energy
10
+ 1.6%
$31.75 - $34.14 $318 - $341
635 $21.7M
TTWO
Take Two Interactive Software Inc

Communication Services
8
+ 57.14%
$178.61 - $217.95 $1.43K - $1.74K
22 $4.56M
WBD
Warner Bros. Discovery, Inc.

Communication Services
158
+ 3950.0%
$9.47 - $11.46 $1.5K - $1.81K
162 $1.74M
FANG
Diamondback Energy, Inc.

Energy
12
+ 15.19%
$139.9 - $180.18 $1.68K - $2.16K
91 $14.5M
MPC
Marathon Petroleum Corp

Energy
3
+ 2.0%
$134.72 - $159.03 $404 - $477
153 $22.3M
PEP
Pepsico Inc

Consumer Defensive
15
+ 3.32%
$142.64 - $156.42 $2.14K - $2.35K
467 $70M
MSI
Motorola Solutions, Inc.

Technology
3
+ 42.86%
$411.73 - $482.1 $1.24K - $1.45K
10 $4.18M
HAL
Halliburton CO

Energy
62
+ 21.99%
$24.15 - $29.9 $1.5K - $1.85K
344 $8.73M
COF
Capital One Financial Corp

Financial Services
4
+ 5.56%
$163.87 - $209.82 $655 - $839
76 $13.6M
WPC
W. P. Carey Inc.

Real Estate
1
+ 1.43%
$53.5 - $65.05 $53.5 - $65.1
71 $4.46M
MET
Metlife Inc

Financial Services
6
+ 7.23%
$77.7 - $87.0 $466 - $522
89 $7.15M
PRU
Prudential Financial Inc

Financial Services
4
+ 22.22%
$105.04 - $122.33 $420 - $489
22 $2.46M
RBLX
Roblox Corp

Communication Services
5
+ 100.0%
$53.77 - $75.47 $269 - $377
10 $583K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5
+ 1.67%
$56.17 - $59.71 $281 - $299
304 $17.4M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
+ 100.0%
$283.06 - $421.16 $283 - $421
2 $566K
GRAB
Grab Holdings LTD

Technology
50
+ 11.82%
$4.12 - $5.34 $206 - $267
473 $2.14M
ADSK
Autodesk, Inc.

Technology
2
+ 14.29%
N/A
16 $4.19M
PEY
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.91%
$20.82 - $22.08 $20.8 - $22.1
111 $2.39M
HON
Honeywell International Inc

Industrials
4
+ 6.45%
$202.75 - $226.52 $811 - $906
66 $14M
GNK
Genco Shipping & Trading LTD

Industrials
3
+ 2.68%
$13.16 - $14.85 $39.5 - $44.6
115 $1.54M
Activity Summary
Buys All Purchases 394 New Holdings 263 Increased Positions 131 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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