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
EQIX
Equinix Inc

Real Estate
1
New
$803.0 - $959.97 $803 - $960
1 $815K
SYK
Stryker Corp

Healthcare
2
New
$355.18 - $399.9 $710 - $800
2 $744K
BX
Blackstone Inc.

Financial Services
5
New
$136.53 - $186.74 $683 - $934
5 $699K
KKR
Kkr & Co. Inc.

Financial Services
6
New
$108.17 - $167.07 $649 - $1K
6 $694K
APO
Apollo Global Management, Inc.

Financial Services
5
New
$126.01 - $172.06 $630 - $860
5 $685K
COP
Conocophillips

Energy
6
New
$88.6 - $105.85 $532 - $635
6 $630K
TRGP
Targa Resources Corp.

Energy
3
New
$178.44 - $217.22 $535 - $652
3 $601K
APH
Amphenol Corp

Technology
9
New
$61.62 - $78.55 $555 - $707
9 $590K
MMM
3 M CO

Industrials
4
New
$129.7 - $155.12 $519 - $620
4 $587K
CTVA
Corteva, Inc.

Basic Materials
9
New
$55.94 - $66.15 $503 - $595
9 $566K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
New
$175.5 - $209.86 $527 - $630
3 $544K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
2
New
$233.07 - $290.7 $466 - $581
2 $540K
TFC
Truist Financial Corp

Financial Services
13
New
$39.48 - $48.15 $513 - $626
13 $535K
AXON
Axon Enterprise, Inc.

Industrials
1
New
$496.65 - $710.01 $497 - $710
1 $526K
CBRE
Cbre Group, Inc.

Real Estate
4
New
$121.79 - $147.13 $487 - $589
4 $523K
O
Realty Income Corp

Real Estate
9
New
$51.67 - $58.49 $465 - $526
9 $522K
NOC
Northrop Grumman Corp

Industrials
1
New
$433.45 - $513.82 $433 - $514
1 $512K
ROST
Ross Stores, Inc.

Consumer Cyclical
4
New
$123.3 - $154.95 $493 - $620
4 $511K
CDNS
Cadence Design Systems Inc

Technology
2
New
$233.96 - $324.52 $468 - $649
2 $509K
Ferguson Enterprises Inc
3
New
N/A
3 $481K
MAR
Marriott International Inc

Consumer Cyclical
2
New
$237.01 - $304.45 $474 - $609
2 $476K
NSC
Norfolk Southern Corp

Industrials
2
New
$227.69 - $259.76 $455 - $520
2 $474K
A
Agilent Technologies, Inc.

Healthcare
4
New
$116.69 - $152.6 $467 - $610
4 $468K
VMC
Vulcan Materials CO

Basic Materials
2
New
$220.9 - $277.54 $442 - $555
2 $467K
MCO
Moodys Corp

Financial Services
1
New
$437.8 - $527.48 $438 - $527
1 $466K
BDX
Becton Dickinson & CO

Healthcare
2
New
$222.79 - $249.08 $446 - $498
2 $458K
PYPL
Pay Pal Holdings, Inc.

Financial Services
7
New
$65.15 - $91.81 $456 - $643
7 $457K
AWK
American Water Works Company, Inc.

Utilities
3
New
$121.01 - $149.31 $363 - $448
3 $443K
SNPS
Synopsys Inc

Technology
1
New
$428.58 - $551.54 $429 - $552
1 $429K
CNC
Centene Corp

Healthcare
7
New
$55.93 - $65.89 $392 - $461
7 $425K
IT
Gartner Inc

Technology
1
New
$418.25 - $548.38 $418 - $548
1 $420K
CEG
Constellation Energy Corp

Utilities
2
New
$201.63 - $347.44 $403 - $695
2 $403K
GPN
Global Payments Inc

Industrials
4
New
$92.18 - $113.03 $369 - $452
4 $392K
NDAQ
Nasdaq, Inc.

Financial Services
5
New
$72.17 - $83.76 $361 - $419
5 $379K
STT
State Street Corp

Financial Services
4
New
$84.47 - $102.23 $338 - $409
4 $358K
DOV
Dover Corp

Industrials
2
New
$174.65 - $206.43 $349 - $413
2 $351K
Corpay Inc
1
New
N/A
1 $349K
D
Dominion Energy, Inc

Utilities
6
New
$52.85 - $57.43 $317 - $345
6 $336K
SQ
Block, Inc.

Technology
6
New
$54.04 - $92.95 $324 - $558
6 $326K
WSM
Williams Sonoma Inc

Consumer Cyclical
2
New
$158.1 - $217.71 $316 - $435
2 $316K
HBAN
Huntington Bancshares Inc

Financial Services
21
New
$14.28 - $17.39 $300 - $365
21 $315K
MRVL
Marvell Technology, Inc.

Technology
5
New
$61.57 - $126.06 $308 - $630
5 $308K
KEYS
Keysight Technologies, Inc.

Technology
2
New
$148.16 - $185.11 $296 - $370
2 $300K
FIS
Fidelity National Information Services, Inc.

Technology
4
New
$68.12 - $83.42 $272 - $334
4 $299K
DDOG
Datadog, Inc.

Technology
3
New
$98.68 - $151.89 $296 - $456
3 $298K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
New
$283.24 - $338.07 $283 - $338
1 $295K
ARES
Ares Management Corp

Financial Services
2
New
$140.19 - $198.28 $280 - $397
2 $293K
ACGL
Arch Capital Group Ltd.

Financial Services
3
New
$88.13 - $96.94 $264 - $291
3 $289K
CTRA
Coterra Energy Inc.

Energy
10
New
$25.51 - $29.83 $255 - $298
10 $289K
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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