Dogwood Wealth Management LLC Incresed Positions in Q3 2025

Dogwood Wealth Management LLC

  • $220 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
AMD
Advanced Micro Devices Inc

Technology
4
+ 1.84%
$134.8 - $184.42 $539 - $738
221 $35.8M
AEM
Agnico Eagle Mines LTD

Basic Materials
18
+ 33.96%
$116.14 - $168.56 $2.09K - $3.03K
71 $12M
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
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
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
WFC
Wells Fargo & Company

Financial Services
51
+ 20.56%
$77.05 - $85.16 $3.93K - $4.34K
299 $25.1M
Neos ETF Trust
36
+ 2.38%
N/A
1.55K $84.4M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
37
+ 27.61%
N/A
171 $14.4M
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
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
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
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
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
XOM
Exxon Mobil Corp

Energy
61
+ 2.35%
$105.83 - $117.22 $6.46K - $7.15K
2.65K $299M
IVZ
Invesco Ltd.

Financial Services
5
+ 1.03%
$16.17 - $23.0 $80.9 - $115
489 $11.2M
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
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
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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