Dogwood Wealth Management LLC Closed Holding Positions

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HYMU
Blackrock ETF Tr Ii High Yield
Q1 2024 Filed on Feb 28, 2025
149
$21.65 - $22.45 $3.23K - $3.35K
IBM
International Business Machines Corp

Technology
Q3 2024 Filed on Feb 28, 2025
25
$175.1 - $223.38 $4.38K - $5.58K
NEM
Newmont Corp

Basic Materials
Q3 2024 Filed on Feb 28, 2025
87
$41.65 - $55.85 $3.62K - $4.86K
NKE
Nike, Inc.

Consumer Cyclical
Q3 2024 Filed on Feb 28, 2025
21
$71.09 - $89.44 $1.49K - $1.88K
NOC
Northrop Grumman Corp

Industrials
Q3 2024 Filed on Feb 28, 2025
50
$423.73 - $533.14 $21.2K - $26.7K
SNA
Snap On Inc

Industrials
Q3 2024 Filed on Feb 28, 2025
356
$255.35 - $289.77 $90.9K - $103K
SBUX
Starbucks Corp

Consumer Cyclical
Q3 2024 Filed on Feb 28, 2025
303
$72.51 - $98.6 $22K - $29.9K
UNP
Union Pacific Corp

Industrials
Q3 2024 Filed on Feb 28, 2025
50
$221.78 - $256.09 $11.1K - $12.8K
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2024 Filed on Feb 28, 2025
36
$416.14 - $494.01 $15K - $17.8K
PARA
Paramount Global

Communication Services
Q3 2024 Filed on Feb 28, 2025
1,000
$9.98 - $11.95 $9.98K - $12K
GWW
W.W. Grainger, Inc.

Industrials
Q3 2024 Filed on Feb 28, 2025
110
$896.19 - $1044.18 $98.6K - $115K
BDX
Becton Dickinson & CO

Healthcare
Q3 2024 Filed on Feb 28, 2025
85
$221.47 - $242.41 $18.8K - $20.6K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
Q1 2024 Filed on Feb 28, 2025
0
$22.23 - $22.61 $0 - $0
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
Q1 2024 Filed on Feb 28, 2025
4,919
$36.13 - $38.68 $178K - $190K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
Q1 2024 Filed on Feb 28, 2025
131
$23.29 - $23.78 $3.05K - $3.12K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2024 Filed on Feb 28, 2025
14
$132.3 - $140.89 $1.85K - $1.97K
PXD
Pioneer Natural Resources CO

Energy
Q1 2024 Filed on Feb 28, 2025
0
$216.49 - $262.5 $0 - $0
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2024 Filed on Feb 28, 2025
92
$28.84 - $29.16 $2.65K - $2.68K
SPLK
Splunk Inc

Technology
Q1 2024 Filed on Feb 28, 2025
0
$0.0 - $156.9 $0 - $0
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q1 2024 Filed on Feb 28, 2025
83
$251.48 - $289.44 $20.9K - $24K
ZTS
Zoetis Inc.

Healthcare
Q3 2024 Filed on Feb 28, 2025
2,863
$172.58 - $196.48 $494K - $563K
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email