Dogwood Wealth Management LLC New Holdings in Q3 2024

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
American Centy ETF Tr
148K
New
N/A
148K $9.77B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
90.7K
New
$50.52 - $50.95 $4.58M - $4.62M
90.7K $4.61B
ADI
Analog Devices Inc

Technology
2.92K
New
$200.56 - $243.33 $585K - $709K
2.92K $671M
PAYX
Paychex Inc

Industrials
3.96K
New
$116.17 - $135.19 $460K - $535K
3.96K $531M
TMUS
T Mobile Us, Inc.

Communication Services
2.55K
New
$175.14 - $206.36 $446K - $525K
2.55K $525M
PSX
Phillips 66

Energy
3.87K
New
$125.0 - $147.17 $483K - $569K
3.87K $508M
TM
Toyota Motor Corp

Consumer Cyclical
2.83K
New
$167.18 - $207.59 $474K - $588K
2.83K $506M
BALL
Ball Corp

Consumer Cyclical
6.97K
New
$58.86 - $67.91 $410K - $473K
6.97K $473M
AMGN
Amgen Inc

Healthcare
1.47K
New
$309.38 - $337.38 $454K - $495K
1.47K $472M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.65K
New
$49.83 - $62.75 $331K - $417K
6.65K $383M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
305
New
$178.94 - $207.0 $54.6K - $63.1K
305 $61.2M
QRVO
Qorvo, Inc.

Technology
502
New
$99.78 - $129.21 $50.1K - $64.9K
502 $51.9M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
166
New
$110.06 - $128.44 $18.3K - $21.3K
166 $21.1M
EXI
Ishares Global Industrials ETF

ETFs
141
New
$131.6 - $149.88 $18.6K - $21.1K
141 $21M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
235
New
$78.05 - $88.63 $18.3K - $20.8K
235 $20.5M
XT
Ishares Tr Exponential Technol

ETFs
334
New
$54.51 - $61.59 $18.2K - $20.6K
334 $20.3M
SOXX
Ishares Semiconductor ETF

ETFs
85
New
$199.29 - $265.49 $16.9K - $22.6K
85 $19.6M
SLF
Sun Life Financial Inc

Financial Services
327
New
$47.07 - $58.09 $15.4K - $19K
327 $19M
Ge Vernova Inc
9
New
N/A
9 $2.3M
LUMN
Lumen Technologies, Inc.

Communication Services
34
New
$1.03 - $7.28 $35 - $248
34 $241K
UNIT
Uniti Group Inc.

Real Estate
9
New
$2.74 - $5.84 $24.7 - $52.6
9 $51K
BLCN
Siren ETF Tr
1
New
N/A
1 $18K
XLK
Technology Sector Spdr

ETFs
0
New
$197.34 - $237.68 $0 - $0
0 $13K
PM
Philip Morris International Inc.

Consumer Defensive
0
New
$101.25 - $127.45 $0 - $0
0 $24K
TXN
Texas Instruments Inc

Technology
0
New
$194.6 - $194.6 $0 - $0
0 $25K
SPGI
S&P Global Inc.

Financial Services
0
New
$446.32 - $527.38 $0 - $0
0 $23K
NOW
Service Now, Inc.

Technology
0
New
$730.87 - $937.36 $0 - $0
0 $23K
AXP
American Express CO

Financial Services
0
New
$225.92 - $271.17 $0 - $0
0 $21K
PGR
Progressive Corp

Financial Services
0
New
$209.46 - $259.24 $0 - $0
0 $19K
GS
Goldman Sachs Group Inc

Financial Services
0
New
$459.02 - $510.25 $0 - $0
0 $22K
DHR
Danaher Corp

Healthcare
0
New
$239.25 - $280.76 $0 - $0
0 $23K
TJX
Tjx Companies Inc

Consumer Cyclical
0
New
$107.93 - $120.23 $0 - $0
0 $18K
CSCO
Cisco Systems, Inc.

Technology
1
New
$44.74 - $53.22 $44.7 - $53.2
1 $29K
PLTR
Palantir Technologies Inc.

Technology
0
New
$24.09 - $37.95 $0 - $0
0 $9K
TMO
Thermo Fisher Scientific Inc.

Healthcare
0
New
$531.86 - $624.21 $0 - $0
0 $31K
BKNG
Booking Holdings Inc.

Consumer Cyclical
0
New
$3305.62 - $4268.05 $0 - $0
0 $21K
LOW
Lowes Companies Inc

Consumer Cyclical
0
New
$213.3 - $270.78 $0 - $0
0 $23K
BX
Blackstone Inc.

Financial Services
0
New
$120.77 - $159.66 $0 - $0
0 $14K
MMM
3 M CO

Industrials
0
New
$99.69 - $139.42 $0 - $0
0 $10K
AFL
Aflac Inc

Financial Services
0
New
$88.52 - $111.8 $0 - $0
0 $9K
PYPL
Pay Pal Holdings, Inc.

Financial Services
0
New
$57.22 - $80.08 $0 - $0
0 $12K
KKR
Kkr & Co. Inc.

Financial Services
0
New
$104.51 - $133.23 $0 - $0
0 $10K
AMT
American Tower Corp

Real Estate
0
New
$192.27 - $242.73 $0 - $0
0 $12K
CEG
Constellation Energy Corp

Utilities
0
New
$167.08 - $262.86 $0 - $0
0 $8K
GILD
Gilead Sciences, Inc.

Healthcare
0
New
$66.59 - $83.99 $0 - $0
0 $14K
BSX
Boston Scientific Corp

Healthcare
0
New
$72.96 - $84.0 $0 - $0
0 $15K
CL
Colgate Palmolive CO

Consumer Defensive
0
New
$95.54 - $108.77 $0 - $0
0 $11K
HCA
Hca Healthcare, Inc.

Healthcare
0
New
$315.12 - $406.43 $0 - $0
0 $12K
AEP
American Electric Power CO Inc

Utilities
0
New
$87.11 - $104.95 $0 - $0
0 $7K
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
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