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
NEE
Nextera Energy Inc

Utilities
12
+ 0.67%
$69.77 - $77.54 $837 - $930
1.79K $135M
GILD
Gilead Sciences, Inc.

Healthcare
56
+ 34.36%
$108.22 - $120.47 $6.06K - $6.75K
219 $24.3M
REG
Regency Centers Corp

Real Estate
66
+ 26.4%
$68.62 - $73.81 $4.53K - $4.87K
316 $23.4M
MSI
Motorola Solutions, Inc.

Technology
12
+ 109.09%
$408.73 - $490.3 $4.9K - $5.88K
23 $10.3M
TTC
Toro CO

Industrials
73
+ 43.71%
$72.64 - $82.54 $5.3K - $6.03K
240 $18.3M
APH
Amphenol Corp

Technology
20
+ 15.5%
$97.39 - $125.4 $1.95K - $2.51K
149 $18.4M
CDNS
Cadence Design Systems Inc

Technology
14
+ 41.18%
$309.46 - $373.37 $4.33K - $5.23K
48 $16.9M
EIX
Edison International

Utilities
106
New
$50.42 - $56.35 $5.34K - $5.97K
106 $5.86M
AMD
Advanced Micro Devices Inc

Technology
4
+ 1.84%
$134.8 - $184.42 $539 - $738
221 $35.8M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
250
New
N/A
250 $5.85M
WEC
Wec Energy Group, Inc.

Utilities
47
+ 313.33%
$103.66 - $114.59 $4.87K - $5.39K
62 $7.11M
COF
Capital One Financial Corp

Financial Services
29
+ 19.08%
$207.29 - $229.74 $6.01K - $6.66K
181 $38.5M
WBD
Warner Bros. Discovery, Inc.

Communication Services
55
+ 10.26%
$10.78 - $19.82 $593 - $1.09K
591 $11.5M
STX
Seagate Technology Holdings PLC

Technology
15
+ 75.0%
$142.01 - $236.06 $2.13K - $3.54K
35 $8.26M
MMM
3 M CO

Industrials
34
+ 53.97%
$144.41 - $160.2 $4.91K - $5.45K
97 $15.1M
CAT
Caterpillar Inc

Industrials
2
+ 3.77%
$390.92 - $477.15 $782 - $954
55 $26.2M
STLD
Steel Dynamics Inc

Basic Materials
38
New
N/A
38 $5.3M
CTRE
Care Trust Reit, Inc.

Real Estate
139
+ 154.44%
$30.29 - $34.8 $4.21K - $4.84K
229 $7.94M
OMF
One Main Holdings, Inc.

Financial Services
91
New
$55.61 - $62.61 $5.06K - $5.7K
91 $5.14M
GHC
Graham Holdings CO

Consumer Defensive
2
+ 18.18%
$882.65 - $1184.8 $1.77K - $2.37K
13 $15.3M
CNC
Centene Corp

Healthcare
140
+ 7000.0%
$25.21 - $56.65 $3.53K - $7.93K
142 $5.07M
BDX
Becton Dickinson & CO

Healthcare
25
+ 104.17%
$172.41 - $199.66 $4.31K - $4.99K
49 $9.17M
STAG
Stag Industrial, Inc.

Real Estate
141
New
$34.28 - $36.97 $4.83K - $5.21K
141 $4.98M
SYY
Sysco Corp

Consumer Defensive
58
+ 175.76%
$76.33 - $82.51 $4.43K - $4.79K
91 $7.49M
HOOD
Robinhood Markets, Inc.

Technology
2
+ 2.22%
$91.27 - $143.18 $183 - $286
92 $13.2M
Linde PLC
10
+ 25.0%
N/A
50 $23.8M
SPGI
S&P Global Inc.

Financial Services
13
+ 36.11%
$484.94 - $564.15 $6.3K - $7.33K
49 $23.8M
CUBE
Cube Smart

Real Estate
128
+ 77.58%
$38.71 - $43.34 $4.95K - $5.55K
293 $11.9M
Neos ETF Trust
36
+ 2.38%
N/A
1.55K $84.4M
WFC
Wells Fargo & Company

Financial Services
51
+ 20.56%
$77.05 - $85.16 $3.93K - $4.34K
299 $25.1M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
37
+ 27.61%
N/A
171 $14.4M
JLL
Jones Lang Lasalle Inc

Real Estate
16
New
$248.95 - $319.66 $3.98K - $5.11K
16 $4.77M
CVS
Cvs Health Corp

Healthcare
47
+ 32.64%
$58.75 - $76.5 $2.76K - $3.6K
191 $14.4M
RF
Regions Financial Corp

Financial Services
173
+ 250.72%
$24.03 - $27.41 $4.16K - $4.74K
242 $6.44M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
8
+ 66.67%
$534.91 - $598.71 $4.28K - $4.79K
20 $11.2M
OVV
Ovintiv Inc.

Energy
125
+ 14.69%
$38.53 - $43.17 $4.82K - $5.4K
976 $39.4M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
81
New
$50.43 - $58.95 $4.08K - $4.77K
81 $4.33M
THC
Tenet Healthcare Corp

Healthcare
17
+ 60.71%
$148.38 - $203.04 $2.52K - $3.45K
45 $9.14M
ECL
Ecolab Inc.

Basic Materials
14
+ 19.18%
$259.39 - $285.47 $3.63K - $4K
87 $23.9M
BMY
Bristol Myers Squibb CO

Healthcare
108
+ 32.93%
$43.31 - $48.98 $4.68K - $5.29K
436 $19.7M
T
At&T Inc.

Communication Services
146
+ 29.26%
$26.94 - $29.62 $3.93K - $4.32K
645 $18.2M
HLI
Houlihan Lokey, Inc.

Financial Services
14
+ 23.73%
$181.55 - $209.19 $2.54K - $2.93K
73 $15M
AAL
American Airlines Group Inc.

Industrials
360
New
N/A
360 $4.05M
CME
Cme Group Inc.

Financial Services
18
+ 11.84%
$258.83 - $287.1 $4.66K - $5.17K
170 $45.9M
EMR
Emerson Electric CO

Industrials
42
+ 22.34%
$128.6 - $149.63 $5.4K - $6.28K
230 $30.2M
GIS
General Mills Inc

Consumer Defensive
79
+ 987.5%
$48.44 - $53.83 $3.83K - $4.25K
87 $4.39M
HSY
Hershey CO

Consumer Defensive
20
+ 181.82%
$161.95 - $193.45 $3.24K - $3.87K
31 $5.8M
SQ
Block, Inc.

Technology
52
+ 157.58%
N/A
85 $6.14M
GIL
Gildan Activewear Inc.

Consumer Cyclical
55
+ 55.56%
$49.08 - $57.8 $2.7K - $3.18K
154 $8.9M
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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