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
SCHW
Schwab Charles Corp

Financial Services
5
+ 4.2%
$91.03 - $98.69 $455 - $493
124 $11.8M
NUE
Nucor Corp

Basic Materials
7
+ 46.67%
$133.3 - $150.33 $933 - $1.05K
22 $2.98M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
35
+ 3.04%
$16.46 - $17.1 $576 - $599
1.19K $20.2M
HUBB
Hubbell Inc

Industrials
2
New
$410.51 - $450.93 $821 - $902
2 $861K
ROK
Rockwell Automation, Inc

Industrials
2
+ 14.29%
$328.67 - $358.52 $657 - $717
16 $5.59M
YUM
Yum Brands Inc

Consumer Cyclical
5
+ 13.89%
$139.5 - $153.94 $698 - $770
41 $6.19M
F&G Annuities & Life Inc
26
New
N/A
26 $813K
CLX
Clorox CO

Consumer Defensive
6
New
$117.67 - $131.43 $706 - $789
6 $740K
JCI
Johnson Controls International PLC

Industrials
3
+ 3.26%
$103.24 - $111.73 $310 - $335
95 $10.4M
CSGP
Costar Group, Inc.

Real Estate
7
+ 8.05%
$81.42 - $96.83 $570 - $678
94 $7.93M
ZS
Zscaler, Inc.

Technology
3
+ 21.43%
$267.68 - $316.5 $803 - $950
17 $5.09M
SRAD
Sportradar Group Ag

Technology
39
+ 22.54%
$26.9 - $31.79 $1.05K - $1.24K
212 $5.7M
Reddit Inc
3
New
N/A
3 $690K
EQR
Equity Residential

Real Estate
13
+ 15.29%
$62.3 - $68.34 $810 - $888
98 $6.34M
VRT
Vertiv Holdings CO

Industrials
1
+ 4.76%
N/A
22 $3.32M
PNR
Pentair PLC

Industrials
6
New
$100.62 - $112.59 $604 - $676
6 $665K
HPQ
Hp Inc

Technology
21
+ 45.65%
$24.45 - $29.35 $513 - $616
67 $1.84M
LITE
Lumentum Holdings Inc.

Technology
4
New
$90.44 - $171.5 $362 - $686
4 $651K
Veralto Corp
6
New
N/A
6 $640K
SHEL
Shell PLC

Energy
8
+ 3.02%
$69.82 - $73.93 $559 - $591
273 $19.5M
PRU
Prudential Financial Inc

Financial Services
9
+ 10.71%
$100.68 - $109.89 $906 - $989
93 $9.65M
XYL
Xylem Inc.

Industrials
4
New
$129.67 - $147.5 $519 - $590
4 $590K
BC
Brunswick Corp

Consumer Cyclical
2
+ 1.71%
$56.64 - $66.85 $113 - $134
119 $7.53M
Astera Labs Inc
3
New
N/A
3 $587K
PEG
Public Service Enterprise Group Inc

Utilities
7
New
$79.99 - $90.14 $560 - $631
7 $584K
RYN
Rayonier Inc

Real Estate
22
New
$22.68 - $27.11 $499 - $596
22 $584K
TPR
Tapestry, Inc.

Consumer Cyclical
4
+ 66.67%
$86.48 - $116.14 $346 - $465
10 $1.13M
Net Lease Office Properties
19
+ 475.0%
N/A
23 $682K
HWKN
Hawkins Inc

Basic Materials
3
New
$144.17 - $184.75 $433 - $554
3 $548K
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 11.11%
$284.17 - $319.49 $568 - $639
20 $6.2M
NTRS
Northern Trust Corp

Financial Services
4
New
$123.6 - $134.6 $494 - $538
4 $541K
OTIS
Otis Worldwide Corp

Industrials
7
+ 43.75%
$84.93 - $101.07 $595 - $707
23 $2.1M
BBY
Best Buy CO Inc

Consumer Cyclical
7
New
$64.12 - $78.46 $449 - $549
7 $529K
TSCO
Tractor Supply CO

Consumer Cyclical
9
+ 9.0%
$54.08 - $62.65 $487 - $564
109 $6.2M
PRG
Prog Holdings, Inc.

Industrials
6
+ 4.26%
$28.2 - $36.35 $169 - $218
147 $4.76M
AFRM
Affirm Holdings, Inc.

Technology
7
New
$64.05 - $92.18 $448 - $645
7 $512K
CG
Carlyle Group Inc.

Financial Services
8
New
$52.82 - $69.35 $423 - $555
8 $502K
NKE
Nike, Inc.

Consumer Cyclical
12
+ 12.0%
$69.24 - $79.24 $831 - $951
112 $7.88M
NTRA
Natera, Inc.

Healthcare
3
New
$133.66 - $181.11 $401 - $543
3 $483K
LENB
Lennar Corporation Cl B
4
New
N/A
4 $480K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
9
New
$42.78 - $54.29 $385 - $489
9 $467K
NDSN
Nordson Corp

Industrials
2
New
$209.25 - $227.98 $419 - $456
2 $454K
GNK
Genco Shipping & Trading LTD

Industrials
1
+ 0.86%
$13.25 - $19.26 $13.3 - $19.3
117 $2.09M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2
New
$201.83 - $230.93 $404 - $462
2 $444K
EXC
Exelon Corp

Utilities
4
+ 3.08%
$42.73 - $45.54 $171 - $182
134 $6.03M
CMS
Cms Energy Corp

Utilities
6
New
$69.37 - $74.67 $416 - $448
6 $440K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
100
+ 26.67%
$1.37 - $2.04 $137 - $204
475 $969K
CDE
Coeur Mining, Inc.

Basic Materials
23
New
$8.68 - $18.76 $200 - $431
23 $431K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2
New
$171.01 - $228.24 $342 - $456
2 $428K
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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