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
DVN
Devon Energy Corp

Energy
44
New
$33.15 - $38.55 $1.46K - $1.7K
44 $1.65M
CINF
Cincinnati Financial Corp

Financial Services
11
New
$133.67 - $147.81 $1.47K - $1.63K
11 $1.63M
VEEV
Veeva Systems Inc

Healthcare
7
New
$210.58 - $246.8 $1.47K - $1.73K
7 $1.62M
LNG
Cheniere Energy, Inc.

Energy
7
New
$209.32 - $253.66 $1.47K - $1.78K
7 $1.62M
AON
Aon PLC

Financial Services
4
New
$348.44 - $409.32 $1.39K - $1.64K
4 $1.6M
EW
Edwards Lifesciences Corp

Healthcare
22
New
$67.95 - $76.19 $1.49K - $1.68K
22 $1.6M
UAL
United Airlines Holdings, Inc.

Industrials
23
New
$69.05 - $110.52 $1.59K - $2.54K
23 $1.59M
STE
Steris PLC

Healthcare
7
New
$202.46 - $232.74 $1.42K - $1.63K
7 $1.59M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
14
New
$98.98 - $113.18 $1.39K - $1.58K
14 $1.59M
DD
Du Pont De Nemours, Inc.

Basic Materials
21
New
$72.7 - $84.32 $1.53K - $1.77K
21 $1.57M
ATO
Atmos Energy Corp

Utilities
10
New
$136.51 - $154.58 $1.37K - $1.55K
10 $1.55M
PHM
Pultegroup Inc

Consumer Cyclical
15
New
$101.09 - $118.51 $1.52K - $1.78K
15 $1.55M
HSY
Hershey CO

Consumer Defensive
9
New
$144.74 - $186.36 $1.3K - $1.68K
9 $1.54M
SYF
Synchrony Financial

Financial Services
29
New
$51.9 - $70.63 $1.51K - $2.05K
29 $1.54M
WY
Weyerhaeuser CO

Real Estate
52
New
$27.29 - $31.39 $1.42K - $1.63K
52 $1.52M
EXPE
Expedia Group, Inc.

Consumer Cyclical
9
New
$157.11 - $206.52 $1.41K - $1.86K
9 $1.51M
AEE
Ameren Corp

Utilities
15
New
$86.87 - $103.67 $1.3K - $1.56K
15 $1.51M
HOOD
Robinhood Markets, Inc.

Technology
36
New
$35.63 - $65.28 $1.28K - $2.35K
36 $1.5M
CPNG
Coupang, Inc.

Consumer Cyclical
68
New
$21.34 - $25.52 $1.45K - $1.74K
68 $1.49M
VRSK
Verisk Analytics, Inc.

Industrials
5
New
$268.63 - $301.33 $1.34K - $1.51K
5 $1.49M
EXR
Extra Space Storage Inc.

Real Estate
10
New
$143.8 - $161.28 $1.44K - $1.61K
10 $1.49M
NET
Cloudflare, Inc.

Technology
13
New
$110.71 - $176.5 $1.44K - $2.29K
13 $1.47M
Veralto Corp
15
New
N/A
15 $1.46M
BR
Broadridge Financial Solutions, Inc.

Technology
6
New
$221.46 - $244.83 $1.33K - $1.47K
6 $1.46M
GDDY
Go Daddy Inc.

Technology
8
New
$172.13 - $214.35 $1.38K - $1.71K
8 $1.44M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
New
$1187.71 - $1432.58 $1.19K - $1.43K
1 $1.43M
DTE
Dte Energy CO

Utilities
10
New
$117.6 - $138.27 $1.18K - $1.38K
10 $1.38M
TJX
Tjx Companies Inc

Consumer Cyclical
11
New
$112.81 - $126.16 $1.24K - $1.39K
11 $1.34M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
39
New
$30.38 - $34.94 $1.18K - $1.36K
39 $1.34M
TPL
Texas Pacific Land Corp

Energy
1
New
$1180.08 - $1431.01 $1.18K - $1.43K
1 $1.33M
HUM
Humana Inc

Healthcare
5
New
$249.11 - $303.11 $1.25K - $1.52K
5 $1.32M
HPE
Hewlett Packard Enterprise CO

Technology
85
New
$14.77 - $24.42 $1.26K - $2.08K
85 $1.31M
LPLA
Lpl Financial Holdings Inc.

Financial Services
4
New
$308.87 - $383.33 $1.24K - $1.53K
4 $1.31M
WEC
Wec Energy Group, Inc.

Utilities
12
New
$92.12 - $108.98 $1.11K - $1.31K
12 $1.31M
EQR
Equity Residential

Real Estate
18
New
$66.98 - $75.02 $1.21K - $1.35K
18 $1.29M
Atlassian Corporation
6
New
N/A
6 $1.27M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
New
$203.38 - $274.79 $1.22K - $1.65K
6 $1.24M
COIN
Coinbase Global, Inc.

Technology
7
New
$172.23 - $301.3 $1.21K - $2.11K
7 $1.21M
Labcorp Holdings Inc
5
New
N/A
5 $1.16M
MPWR
Monolithic Power Systems Inc

Technology
2
New
$565.7 - $720.25 $1.13K - $1.44K
2 $1.16M
GS
Goldman Sachs Group Inc

Financial Services
2
New
$524.81 - $672.19 $1.05K - $1.34K
2 $1.09M
AXP
American Express CO

Financial Services
4
New
$255.39 - $325.87 $1.02K - $1.3K
4 $1.08M
SPGI
S&P Global Inc.

Financial Services
2
New
$478.26 - $543.77 $957 - $1.09K
2 $1.02M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
New
$497.6 - $606.74 $995 - $1.21K
2 $995K
Blackrock Inc
1
New
N/A
1 $946K
AMD
Advanced Micro Devices Inc

Technology
9
New
$96.63 - $129.55 $870 - $1.17K
9 $925K
C
Citigroup Inc

Financial Services
13
New
$67.23 - $84.63 $874 - $1.1K
13 $923K
BSX
Boston Scientific Corp

Healthcare
9
New
$89.38 - $106.18 $804 - $956
9 $908K
EOG
Eog Resources Inc

Energy
7
New
$120.54 - $138.05 $844 - $966
7 $898K
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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