Dogwood Wealth Management LLC Purchases in Q3 2025

Dogwood Wealth Management LLC

  • $220 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OUNZ
Van Eck Merk Gold Trust

ETFs
17.9K
+ 8.26%
$31.49 - $37.19 $564K - $666K
235K $8.73B
VTI
Vanguard Total Stock Market Et

ETFs
2.64K
+ 7.14%
$303.93 - $329.86 $802K - $871K
39.6K $13B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
19.2K
+ 8.16%
$52.12 - $55.33 $1M - $1.06M
255K $14.1B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.38K
+ 5.92%
$225.11 - $247.9 $535K - $589K
42.5K $10.5B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
22.5K
+ 7.45%
$45.26 - $46.63 $1.02M - $1.05M
324K $15B
BKNG
Booking Holdings Inc.

Consumer Cyclical
190
+ 6333.33%
$5364.25 - $5815.92 $1.02M - $1.11M
193 $1.04B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
12.8K
+ 12.86%
$50.32 - $54.01 $646K - $694K
113K $6.09B
MPWR
Monolithic Power Systems Inc

Technology
947
+ 31566.67%
$711.24 - $922.81 $674K - $874K
950 $875M
AVUV
American Centy ETF Tr Avantis

ETFs
5.21K
+ 7.53%
$90.37 - $102.12 $471K - $532K
74.5K $7.42B
SPYG
Spdr Portfolio

ETFs
3.15K
+ 5.71%
$94.33 - $105.31 $298K - $332K
58.4K $6.11B
American Centy ETF Tr
1.5K
+ 1.25%
N/A
121K $9.27B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.3K
+ 9.7%
$50.53 - $50.82 $670K - $674K
150K $7.61B
PGR
Progressive Corp

Financial Services
2.51K
+ 6791.89%
$238.61 - $264.3 $600K - $664K
2.55K $630M
AAPL
Apple Inc.

Technology
74
+ 0.58%
$202.38 - $256.87 $15K - $19K
12.8K $3.25B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.46K
+ 7.63%
$82.38 - $83.0 $532K - $536K
91.1K $7.56B
AVSC
American Centy ETF Tr Avantis
4.92K
+ 7.65%
$51.33 - $58.63 $253K - $289K
69.3K $3.97B
MUB
Ishares National Muni Bond ETF

ETFs
2.04K
+ 3.48%
$103.24 - $106.68 $211K - $218K
60.7K $6.46B
WMT
Walmart Inc.

Consumer Defensive
2.95K
+ 37.58%
$94.4 - $104.27 $279K - $308K
10.8K $1.11B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
5.92K
+ 20.72%
N/A
34.5K $1.66B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.08K
+ 1612.04%
$97.75 - $100.75 $301K - $310K
3.27K $328M
PTC
Ptc Inc.

Technology
1.25K
New
$173.07 - $216.53 $216K - $270K
1.25K $253M
AVLV
American Centy ETF Tr Avantis
3.43K
New
$68.33 - $72.69 $234K - $249K
3.43K $248M
IYR
Ishares Tr

ETFs
1.92K
+ 10.39%
$94.16 - $98.46 $181K - $189K
20.4K $1.98B
MO
Altria Group, Inc.

Consumer Defensive
3.34K
+ 656.78%
$57.75 - $67.68 $193K - $226K
3.85K $254M
USRT
Ishares Core U.S. Reit ETF

ETFs
1.77K
+ 4.3%
$55.64 - $59.37 $98.3K - $105K
42.8K $2.51B
AVIG
American Centy ETF Tr Avantis

ETFs
512
+ 0.4%
$41.02 - $42.32 $21K - $21.7K
128K $5.37B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.35K
+ 14.91%
$91.44 - $91.77 $124K - $124K
10.4K $958M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.21K
+ 4.03%
$24.11 - $24.94 $77.5K - $80.1K
83K $2.07B
American Centy ETF Tr
1.62K
New
N/A
1.62K $109M
HD
Home Depot, Inc.

Consumer Cyclical
52
+ 2.24%
$357.4 - $423.42 $18.6K - $22K
2.38K $963M
AVDE
American Centy ETF Tr Avantis

ETFs
1.37K
+ 746.45%
$73.24 - $79.04 $100K - $108K
1.55K $122M
KMI
Kinder Morgan, Inc.

Energy
3.57K
+ 13.59%
$26.23 - $28.5 $93.7K - $102K
29.8K $845M
UNP
Union Pacific Corp

Industrials
425
+ 965.91%
$214.91 - $237.16 $91.3K - $101K
469 $111M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
519
+ 1.33%
$102.4 - $103.88 $53.1K - $53.9K
39.4K $4.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
79
+ 4.99%
$459.11 - $506.91 $36.3K - $40K
1.66K $836M
HYGV
Flexshares Tr High Yield Value

ETFs
753
+ 1.72%
$40.55 - $41.28 $30.5K - $31.1K
44.5K $1.83B
VNQ
Vanguard Specialized Funds Van

ETFs
101
+ 0.82%
$88.47 - $93.24 $8.94K - $9.42K
12.4K $1.14B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
102
+ 318.75%
$301.44 - $365.84 $30.7K - $37.3K
134 $43.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
210
+ 16.37%
$98.99 - $112.2 $20.8K - $23.6K
1.49K $165M
ABBV
Abb Vie Inc.

Healthcare
73
+ 20.62%
$184.85 - $231.54 $13.5K - $16.9K
427 $98.9M
PG
Procter & Gamble CO

Consumer Defensive
319
+ 7.28%
$150.47 - $161.22 $48K - $51.4K
4.7K $723M
Arista Networks Inc
21
+ 3.55%
N/A
613 $89.3M
Vanguard Instl Index Fd
333
+ 82.63%
N/A
736 $55.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
420
+ 19.12%
$42.26 - $47.16 $17.7K - $19.8K
2.62K $121M
GLW
Corning Inc

Technology
35
+ 4.74%
$51.6 - $82.03 $1.81K - $2.87K
773 $63.4M
PLTR
Palantir Technologies Inc.

Technology
26
+ 6.19%
$130.68 - $186.97 $3.4K - $4.86K
446 $81.4M
Blackrock Inc
16
+ 94.12%
N/A
33 $38.5M
AEP
American Electric Power CO Inc

Utilities
175
+ 330.19%
$103.26 - $115.0 $18.1K - $20.1K
228 $25.7M
PLD
Prologis, Inc.

Real Estate
158
+ 87.29%
$104.08 - $115.35 $16.4K - $18.2K
339 $38.8M
Activity Summary
Buys All Purchases 396 New Holdings 127 Increased Positions 269 Sells All Sells 196 Reductions 194 Sold out 2 Options Calls 0 Puts 0
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