Dogwood Wealth Management LLC New Holdings in Q1 2025

Dogwood Wealth Management LLC

  • $190 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BK
Bank Of New York Mellon Corp

Financial Services
50
New
$75.42 - $88.95 $3.77K - $4.45K
50 $4.19M
TDG
Trans Digm Group Inc

Industrials
3
New
$1251.32 - $1394.11 $3.75K - $4.18K
3 $4.15M
TRV
Travelers Companies, Inc.

Financial Services
15
New
$232.43 - $265.13 $3.49K - $3.98K
15 $3.97M
AIG
American International Group, Inc.

Financial Services
45
New
$70.5 - $86.94 $3.17K - $3.91K
45 $3.91M
CSX
Csx Corp

Industrials
131
New
$29.11 - $33.67 $3.81K - $4.41K
131 $3.86M
NKE
Nike, Inc.

Consumer Cyclical
60
New
$63.29 - $81.72 $3.8K - $4.9K
60 $3.83M
SLB
Schlumberger Limited

Energy
91
New
$38.4 - $43.74 $3.49K - $3.98K
91 $3.8M
OKE
Oneok Inc

Energy
38
New
$89.57 - $109.85 $3.4K - $4.17K
38 $3.77M
DELL
Dell Technologies Inc.

Technology
41
New
$90.34 - $124.66 $3.7K - $5.11K
41 $3.74M
KWEB
Kraneshares Tr Csi China Inter

ETFs
106
New
$27.29 - $38.29 $2.89K - $4.06K
106 $3.7M
JCI
Johnson Controls International PLC

Industrials
44
New
$76.12 - $90.6 $3.35K - $3.99K
44 $3.53M
PCAR
Paccar Inc

Industrials
36
New
$96.91 - $112.51 $3.49K - $4.05K
36 $3.51M
CTAS
Cintas Corp

Industrials
17
New
$182.09 - $208.14 $3.1K - $3.54K
17 $3.49M
AMT
American Tower Corp

Real Estate
16
New
$173.46 - $217.6 $2.78K - $3.48K
16 $3.48M
GM
General Motors CO

Consumer Cyclical
73
New
$45.22 - $54.92 $3.3K - $4.01K
73 $3.43M
FDX
Fedex Corp

Industrials
14
New
$230.33 - $281.53 $3.22K - $3.94K
14 $3.43M
AMP
Ameriprise Financial Inc

Financial Services
7
New
$472.29 - $575.13 $3.31K - $4.03K
7 $3.39M
FCX
Freeport Mcmoran Inc

Basic Materials
89
New
$34.5 - $43.01 $3.07K - $3.83K
89 $3.37M
ALL
Allstate Corp

Financial Services
16
New
$180.99 - $210.18 $2.9K - $3.36K
16 $3.33M
SPG
Simon Property Group Inc

Real Estate
20
New
$159.48 - $187.78 $3.19K - $3.76K
20 $3.32M
NXPI
Nxp Semiconductors N.V.

Technology
17
New
$189.99 - $245.86 $3.23K - $4.18K
17 $3.25M
CCI
Crown Castle International Corp

Real Estate
31
New
$84.33 - $106.39 $2.61K - $3.3K
31 $3.23M
SYLD
Cambria Shareholder Yld ETF

ETFs
50
New
$62.77 - $71.4 $3.14K - $3.57K
50 $3.19M
TGT
Target Corp

Consumer Defensive
30
New
$103.65 - $142.5 $3.11K - $4.28K
30 $3.13M
FAST
Fastenal CO

Industrials
39
New
$71.11 - $79.98 $2.77K - $3.12K
39 $3.02M
PSA
Public Storage

Real Estate
10
New
$288.99 - $313.98 $2.89K - $3.14K
10 $2.99M
FTNT
Fortinet, Inc.

Technology
31
New
$92.49 - $114.57 $2.87K - $3.55K
31 $2.98M
Te Connectivity PLC
21
New
N/A
21 $2.97M
ZTS
Zoetis Inc.

Healthcare
18
New
$156.48 - $175.67 $2.82K - $3.16K
18 $2.96M
SBUX
Starbucks Corp

Consumer Cyclical
30
New
$91.75 - $115.81 $2.75K - $3.47K
30 $2.94M
RSG
Republic Services, Inc.

Industrials
12
New
$200.09 - $242.16 $2.4K - $2.91K
12 $2.91M
MSCI
Msci Inc.

Financial Services
5
New
$541.46 - $628.34 $2.71K - $3.14K
5 $2.83M
WMB
Williams Companies, Inc.

Energy
46
New
$54.02 - $61.09 $2.48K - $2.81K
46 $2.75M
LHX
L3 Harris Technologies, Inc.

Industrials
13
New
$194.65 - $222.86 $2.53K - $2.9K
13 $2.72M
HES
Hess Corp

Energy
17
New
$135.42 - $160.52 $2.3K - $2.73K
17 $2.72M
NEM
Newmont Corp

Basic Materials
56
New
$37.79 - $48.39 $2.12K - $2.71K
56 $2.7M
DHI
Horton D R Inc

Consumer Cyclical
21
New
$125.29 - $147.65 $2.63K - $3.1K
21 $2.67M
F
Ford Motor CO

Consumer Cyclical
263
New
$9.12 - $10.43 $2.4K - $2.74K
263 $2.64M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
82
New
$30.59 - $33.02 $2.51K - $2.71K
82 $2.6M
CHTR
Charter Communications, Inc.

Communication Services
7
New
$334.89 - $384.77 $2.34K - $2.69K
7 $2.58M
KD
Kyndryl Holdings, Inc.

Technology
80
New
$31.32 - $43.45 $2.51K - $3.48K
80 $2.51M
VLO
Valero Energy Corp

Energy
19
New
$121.76 - $142.99 $2.31K - $2.72K
19 $2.51M
CMI
Cummins Inc

Industrials
8
New
$312.92 - $386.07 $2.5K - $3.09K
8 $2.51M
URI
United Rentals, Inc.

Industrials
4
New
$594.17 - $789.56 $2.38K - $3.16K
4 $2.51M
GD
General Dynamics Corp

Industrials
9
New
$241.94 - $272.58 $2.18K - $2.45K
9 $2.45M
VICI
Vici Properties Inc.

Real Estate
74
New
$28.21 - $32.68 $2.09K - $2.42K
74 $2.45M
HCA
Hca Healthcare, Inc.

Healthcare
7
New
$296.7 - $345.55 $2.08K - $2.42K
7 $2.42M
CTSH
Cognizant Technology Solutions Corp

Technology
31
New
$75.32 - $90.7 $2.33K - $2.81K
31 $2.37M
WTW
Willis Towers Watson PLC

Financial Services
7
New
$306.61 - $340.78 $2.15K - $2.39K
7 $2.37M
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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