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
VTR
Ventas, Inc.

Real Estate
29
+ 32.95%
$62.76 - $69.99 $1.82K - $2.03K
117 $8.19M
NOW
Service Now, Inc.

Technology
4
+ 40.0%
$850.86 - $1044.69 $3.4K - $4.18K
14 $12.9M
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
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
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
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
MRVL
Marvell Technology, Inc.

Technology
3
+ 2.36%
$62.31 - $84.07 $187 - $252
130 $10.9M
RBLX
Roblox Corp

Communication Services
3
+ 7.5%
$100.65 - $141.56 $302 - $425
43 $5.96M
ADSK
Autodesk, Inc.

Technology
5
+ 10.0%
N/A
55 $17.5M
CRH.L
Crh PLC

Basic Materials
5
+ 11.36%
N/A
49 $5.88M
MUR
Murphy Oil Corp

Energy
42
+ 21.65%
$22.13 - $30.03 $929 - $1.26K
236 $6.71M
F
Ford Motor CO

Consumer Cyclical
124
+ 18.73%
$10.82 - $12.09 $1.34K - $1.5K
786 $9.4M
SLB
Schlumberger Limited

Energy
56
+ 36.13%
$32.37 - $37.31 $1.81K - $2.09K
211 $7.25M
LEN
Lennar Corp

Consumer Cyclical
10
+ 62.5%
$107.73 - $142.4 $1.08K - $1.42K
26 $3.28M
BK
Bank Of New York Mellon Corp

Financial Services
3
+ 4.17%
$90.65 - $109.75 $272 - $329
75 $8.17M
CRSP
Crispr Therapeutics Ag

Healthcare
10
+ 14.29%
$48.51 - $68.14 $485 - $681
80 $5.19M
GM
General Motors CO

Consumer Cyclical
4
+ 3.31%
$48.89 - $61.24 $196 - $245
125 $7.62M
VMC
Vulcan Materials CO

Basic Materials
3
+ 33.33%
$260.62 - $307.62 $782 - $923
12 $3.69M
ARES
Ares Management Corp

Financial Services
9
+ 81.82%
$159.89 - $192.76 $1.44K - $1.73K
20 $3.2M
HIG
Hartford Financial Services Group, Inc.

Financial Services
8
+ 53.33%
$119.73 - $134.7 $958 - $1.08K
23 $3.08M
Ferguson Enterprises Inc
5
+ 13.51%
N/A
42 $9.43M
GRAB
Grab Holdings LTD

Technology
82
+ 14.83%
$4.77 - $6.45 $391 - $529
635 $3.82M
TRGP
Targa Resources Corp.

Energy
7
+ 350.0%
$160.52 - $174.4 $1.12K - $1.22K
9 $1.51M
A
Agilent Technologies, Inc.

Healthcare
8
+ 44.44%
$112.04 - $128.75 $896 - $1.03K
26 $3.34M
D
Dominion Energy, Inc

Utilities
9
+ 7.38%
$56.32 - $62.1 $507 - $559
131 $8.01M
NET
Cloudflare, Inc.

Technology
1
+ 2.38%
$181.39 - $228.28 $181 - $228
43 $9.23M
AFL
Aflac Inc

Financial Services
8
+ 30.77%
$98.09 - $111.7 $785 - $894
34 $3.8M
ETR
Entergy Corp

Utilities
9
+ 40.91%
$80.93 - $93.55 $728 - $842
31 $2.89M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1
+ 0.16%
$96.22 - $98.19 $96.2 - $98.2
640 $62.7M
HWM
Howmet Aerospace Inc.

Industrials
2
+ 4.76%
$171.0 - $196.23 $342 - $392
44 $8.63M
AON
Aon PLC

Financial Services
3
+ 25.0%
$350.91 - $375.27 $1.05K - $1.13K
15 $5.35M
UAL
United Airlines Holdings, Inc.

Industrials
2
+ 3.45%
$80.05 - $109.36 $160 - $219
60 $5.79M
MNST
Monster Beverage Corp

Consumer Defensive
8
+ 8.79%
$58.65 - $67.31 $469 - $538
99 $6.66M
STT
State Street Corp

Financial Services
8
+ 42.11%
$102.01 - $117.25 $816 - $938
27 $3.13M
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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