Dogwood Wealth Management LLC Purchases in Q4 2024

Dogwood Wealth Management LLC

  • $189 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
269K
New
$44.87 - $46.86 $12.1M - $12.6M
269K $12.1B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
75.3K
New
$81.68 - $82.93 $6.15M - $6.25M
75.3K $6.18B
SPYG
Spdr Portfolio

ETFs
49.3K
+ 31998.7%
$81.74 - $91.38 $4.03M - $4.5M
49.4K $4.35B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
42K
+ 25.56%
$51.09 - $55.27 $2.15M - $2.32M
206K $10.6B
VTI
Vanguard Total Stock Market Et

ETFs
4.17K
+ 14.62%
$280.04 - $302.45 $1.17M - $1.26M
32.6K $9.46B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
35.9K
+ 42.15%
$50.62 - $50.97 $1.82M - $1.83M
121K $6.14B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
13.8K
+ 29.5%
$80.18 - $88.79 $1.1M - $1.22M
60.4K $4.87B
AVUV
American Centy ETF Tr Avantis

ETFs
11.6K
+ 25.46%
$94.37 - $106.41 $1.1M - $1.24M
57.2K $5.52B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.94K
+ 14.38%
$481.22 - $538.17 $931K - $1.04M
15.4K $7.87B
IOO
Ishares Tr Global 100 ETF

ETFs
11.4K
+ 23.99%
$97.46 - $103.45 $1.11M - $1.18M
59K $5.95B
FISV
Fiserv Inc

Technology
4.13K
+ 153.04%
N/A
6.83K $1.4B
AVGO
Broadcom Inc.

Technology
6.46K
+ 1277.27%
$159.67 - $250.0 $1.03M - $1.62M
6.97K $1.62B
CRM
Salesforce, Inc.

Technology
2.25K
New
$270.87 - $367.87 $609K - $827K
2.25K $752M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.69K
+ 6473.68%
$172.07 - $207.36 $635K - $765K
3.75K $740M
ADP
Automatic Data Processing Inc

Industrials
2.34K
+ 2105.41%
$280.08 - $307.97 $655K - $720K
2.45K $717M
JPM
Jpmorgan Chase & CO

Financial Services
2.27K
+ 65.82%
$205.18 - $250.29 $465K - $567K
5.71K $1.37B
COST
Costco Wholesale Corp

Consumer Defensive
562
+ 35.75%
$873.59 - $994.69 $491K - $559K
2.13K $1.96B
TMUS
T Mobile Us, Inc.

Communication Services
2.76K
New
$206.1 - $246.94 $569K - $682K
2.76K $609M
MSFT
Microsoft Corp

Technology
1.62K
+ 55.92%
$406.35 - $454.46 $658K - $736K
4.51K $1.9B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.96K
New
$55.73 - $66.16 $555K - $659K
9.96K $601M
ETN
Eaton Corp PLC

Industrials
1.69K
New
$326.96 - $377.52 $554K - $639K
1.69K $562M
EMR
Emerson Electric CO

Industrials
4.4K
+ 3700.0%
$108.13 - $134.33 $476K - $591K
4.52K $560M
PSX
Phillips 66

Energy
4.56K
New
$110.35 - $138.93 $503K - $633K
4.56K $519M
META
Meta Platforms, Inc.

Communication Services
816
+ 224.79%
$554.08 - $632.68 $452K - $516K
1.18K $690M
AMGN
Amgen Inc

Healthcare
1.81K
New
$258.78 - $328.31 $468K - $594K
1.81K $471M
AAPL
Apple Inc.

Technology
628
+ 8.34%
$221.69 - $259.02 $139K - $163K
8.16K $2.04B
KR
Kroger CO

Consumer Defensive
6.15K
+ 159.15%
$55.21 - $63.3 $339K - $389K
10K $612M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.75K
+ 6.42%
$69.3 - $74.3 $190K - $204K
45.5K $3.25B
PAYX
Paychex Inc

Industrials
2.67K
+ 163.18%
$135.86 - $148.73 $362K - $397K
4.3K $603M
WELL
Welltower Inc.

Real Estate
2.86K
+ 144.38%
$123.11 - $139.3 $352K - $399K
4.85K $611M
LNT
Alliant Energy Corp

Utilities
6.03K
+ 156.0%
$56.24 - $63.63 $339K - $384K
9.9K $586M
AMZN
Amazon Com Inc

Consumer Cyclical
981
+ 14.85%
$180.88 - $232.93 $177K - $229K
7.59K $1.66B
PKI
Perkinelmer Inc

Healthcare
3.24K
+ 186.12%
N/A
4.99K $557M
KMI
Kinder Morgan, Inc.

Energy
8.04K
+ 44.11%
$22.59 - $28.54 $182K - $230K
26.3K $720M
FTV
Fortive Corp

Technology
4.72K
+ 176.83%
$71.16 - $79.68 $336K - $376K
7.38K $554M
APAM
Artisan Partners Asset Management Inc.

Financial Services
8.03K
+ 168.8%
$41.74 - $49.17 $335K - $395K
12.8K $551M
NVDA
Nvidia Corp

Technology
1.6K
+ 12.79%
$117.0 - $148.88 $187K - $238K
14.1K $1.89B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.62K
+ 166.36%
$209.89 - $233.24 $339K - $377K
2.59K $550M
JNJ
Johnson & Johnson

Healthcare
2.37K
+ 127.95%
$143.34 - $165.86 $340K - $393K
4.22K $611M
CDW
Cdw Corp

Technology
2.12K
+ 237.4%
$171.49 - $225.64 $364K - $478K
3.01K $524M
IR
Ingersoll Rand Inc.

Industrials
3.52K
+ 157.11%
$90.46 - $105.35 $319K - $371K
5.77K $522M
IYR
Ishares Tr

ETFs
2.47K
+ 17.26%
$90.74 - $102.87 $224K - $254K
16.8K $1.56B
BALL
Ball Corp

Consumer Cyclical
5.76K
+ 121.18%
$54.84 - $67.94 $316K - $391K
10.5K $580M
MA
Mastercard Inc

Financial Services
400
+ 46.35%
$491.3 - $536.15 $197K - $214K
1.26K $665M
ORCL
Oracle Corp

Technology
496
+ 6.6%
$165.41 - $192.43 $82K - $95.4K
8.01K $1.34B
WMT
Walmart Inc.

Consumer Defensive
1.34K
+ 20.58%
$79.1 - $95.7 $106K - $128K
7.85K $709M
XOM
Exxon Mobil Corp

Energy
2.23K
+ 223300.0%
$105.51 - $125.37 $236K - $280K
2.23K $240M
IEF
Ishares Barclays

ETFs
2.6K
+ 34.13%
$92.08 - $98.18 $240K - $256K
10.2K $946M
BAC
Bank Of America Corp

Financial Services
4.03K
+ 37.13%
$39.22 - $47.77 $158K - $193K
14.9K $655M
Activity Summary
Buys All Purchases 202 New Holdings 91 Increased Positions 111 Sells All Sells 473 Reductions 51 Sold out 422 Options Calls 0 Puts 0
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