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
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
50
New
$71.0 - $90.32 $3.55K - $4.52K
50 $3.85M
MC
Moelis & CO

Financial Services
54
New
$64.0 - $77.75 $3.46K - $4.2K
54 $3.85M
Te Connectivity PLC
14
+ 87.5%
N/A
30 $6.59M
TRV
Travelers Companies, Inc.

Financial Services
12
+ 63.16%
$250.62 - $279.43 $3.01K - $3.35K
31 $8.66M
CCL
Carnival Corp

Consumer Cyclical
124
+ 953.85%
$28.37 - $32.49 $3.52K - $4.03K
137 $3.96M
SNA
Snap On Inc

Industrials
10
New
$313.01 - $346.53 $3.13K - $3.47K
10 $3.47M
DPZ
Dominos Pizza Inc

Consumer Cyclical
8
New
$422.75 - $485.53 $3.38K - $3.88K
8 $3.45M
EWBC
East West Bancorp Inc

Financial Services
32
New
$97.41 - $109.7 $3.12K - $3.51K
32 $3.41M
ITW
Illinois Tool Works Inc

Industrials
10
+ 6.02%
$252.31 - $269.41 $2.52K - $2.69K
176 $46M
PRI
Primerica, Inc.

Financial Services
11
+ 24.44%
$255.46 - $285.58 $2.81K - $3.14K
56 $15.5M
IVZ
Invesco Ltd.

Financial Services
5
+ 1.03%
$16.17 - $23.0 $80.9 - $115
489 $11.2M
JHG
Janus Henderson Group PLC

Financial Services
70
New
$39.46 - $45.37 $2.76K - $3.18K
70 $3.12M
TDW
Tidewater Inc

Energy
58
New
$46.32 - $63.19 $2.69K - $3.67K
58 $3.09M
DHI
Horton D R Inc

Consumer Cyclical
7
+ 14.0%
$129.82 - $184.04 $909 - $1.29K
57 $9.66M
URI
United Rentals, Inc.

Industrials
1
+ 7.69%
$774.14 - $975.23 $774 - $975
14 $13.4M
KEY
Keycorp

Financial Services
163
New
$17.37 - $19.39 $2.83K - $3.16K
163 $3.05M
KMB
Kimberly Clark Corp

Consumer Defensive
24
+ 2400.0%
$121.72 - $136.77 $2.92K - $3.28K
25 $3.14M
CEG
Constellation Energy Corp

Utilities
7
+ 17.07%
$298.82 - $354.89 $2.09K - $2.48K
48 $15.8M
ETN
Eaton Corp PLC

Industrials
3
+ 2.91%
$342.99 - $392.76 $1.03K - $1.18K
106 $39.7M
NSC
Norfolk Southern Corp

Industrials
5
+ 14.71%
$259.49 - $300.41 $1.3K - $1.5K
39 $11.7M
CHRD
Oasis Petroleum Inc.

Energy
28
New
$99.37 - $114.13 $2.78K - $3.2K
28 $2.78M
TPB
Turning Point Brands, Inc.

Consumer Defensive
27
New
$71.37 - $102.95 $1.93K - $2.78K
27 $2.67M
VTR
Ventas, Inc.

Real Estate
29
+ 32.95%
$62.76 - $69.99 $1.82K - $2.03K
117 $8.19M
Tonix Pharmaceuticals Hldg C
110
New
N/A
110 $2.66M
NOW
Service Now, Inc.

Technology
4
+ 40.0%
$850.86 - $1044.69 $3.4K - $4.18K
14 $12.9M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
33
New
$54.83 - $84.09 $1.81K - $2.77K
33 $2.63M
PCAR
Paccar Inc

Industrials
27
+ 40.3%
$92.91 - $102.86 $2.51K - $2.78K
94 $9.24M
MTCH
Match Group, Inc.

Communication Services
57
+ 27.8%
$31.83 - $38.77 $1.81K - $2.21K
262 $9.25M
TFC
Truist Financial Corp

Financial Services
53
+ 22.46%
$42.83 - $47.07 $2.27K - $2.49K
289 $13.2M
WPC
W. P. Carey Inc.

Real Estate
28
+ 24.56%
$61.29 - $68.7 $1.72K - $1.92K
142 $9.58M
OWL
Blue Owl Capital Inc.

Financial Services
144
New
$16.93 - $20.8 $2.44K - $3K
144 $2.44M
CBRE
Cbre Group, Inc.

Real Estate
4
+ 4.12%
$137.04 - $165.9 $548 - $664
101 $15.9M
AXP
American Express CO

Financial Services
4
+ 6.06%
$294.27 - $342.31 $1.18K - $1.37K
70 $23.3M
IQV
Iqvia Holdings Inc.

Healthcare
4
+ 6.56%
$157.68 - $200.82 $631 - $803
65 $12.3M
EW
Edwards Lifesciences Corp

Healthcare
29
+ 126.09%
$73.75 - $81.83 $2.14K - $2.37K
52 $4.04M
PSA
Public Storage

Real Estate
8
+ 26.67%
$271.94 - $298.09 $2.18K - $2.38K
38 $11M
PFS
Provident Financial Services Inc

Financial Services
116
New
$17.9 - $20.32 $2.08K - $2.36K
116 $2.24M
PH
Parker Hannifin Corp

Industrials
2
+ 14.29%
$697.13 - $769.67 $1.39K - $1.54K
16 $12.1M
SHW
Sherwin Williams CO

Basic Materials
6
+ 8.57%
$330.88 - $375.23 $1.99K - $2.25K
76 $26.5M
USB
Us Bancorp \De\

Financial Services
40
+ 20.73%
$43.94 - $50.41 $1.76K - $2.02K
233 $11.3M
LMT
Lockheed Martin Corp

Industrials
3
+ 20.0%
$410.74 - $499.21 $1.23K - $1.5K
18 $9.13M
NEU
Newmarket Corp

Basic Materials
2
+ 50.0%
$680.5 - $848.94 $1.36K - $1.7K
6 $4.99M
EBAY
Ebay Inc

Consumer Cyclical
9
+ 12.0%
$75.33 - $100.77 $678 - $907
84 $7.64M
COIN
Coinbase Global, Inc.

Technology
7
+ 29.17%
$297.99 - $419.78 $2.09K - $2.94K
31 $10.5M
BX
Blackstone Inc.

Financial Services
3
+ 3.09%
$152.77 - $188.68 $458 - $566
100 $17.1M
VICI
Vici Properties Inc.

Real Estate
61
+ 21.48%
$31.43 - $33.93 $1.92K - $2.07K
345 $11.3M
SWKS
Skyworks Solutions, Inc.

Technology
24
New
$67.52 - $82.97 $1.62K - $1.99K
24 $1.85M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 2.17%
$291.67 - $316.99 $583 - $634
94 $28.6M
CL
Colgate Palmolive CO

Consumer Defensive
23
+ 766.67%
$79.36 - $93.33 $1.83K - $2.15K
26 $2.08M
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
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