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
DG
Dollar General Corp

Consumer Defensive
10
+ 333.33%
$101.86 - $116.32 $1.02K - $1.16K
13 $1.34M
AWK
American Water Works Company, Inc.

Utilities
7
+ 700.0%
$135.05 - $147.0 $945 - $1.03K
8 $1.11M
HAL
Halliburton CO

Energy
11
+ 3.9%
$20.5 - $25.11 $226 - $276
293 $7.21M
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
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
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
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
HPQ
Hp Inc

Technology
21
+ 45.65%
$24.45 - $29.35 $513 - $616
67 $1.84M
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
BC
Brunswick Corp

Consumer Cyclical
2
+ 1.71%
$56.64 - $66.85 $113 - $134
119 $7.53M
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
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 11.11%
$284.17 - $319.49 $568 - $639
20 $6.2M
OTIS
Otis Worldwide Corp

Industrials
7
+ 43.75%
$84.93 - $101.07 $595 - $707
23 $2.1M
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
NKE
Nike, Inc.

Consumer Cyclical
12
+ 12.0%
$69.24 - $79.24 $831 - $951
112 $7.88M
GNK
Genco Shipping & Trading LTD

Industrials
1
+ 0.86%
$13.25 - $19.26 $13.3 - $19.3
117 $2.09M
EXC
Exelon Corp

Utilities
4
+ 3.08%
$42.73 - $45.54 $171 - $182
134 $6.03M
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
100
+ 26.67%
$1.37 - $2.04 $137 - $204
475 $969K
ABC
Amerisourcebergen Corp

Healthcare
1
+ 16.67%
N/A
7 $2.19M
DDOG
Datadog, Inc.

Technology
4
+ 8.0%
$124.52 - $155.15 $498 - $621
54 $7.69M
IR
Ingersoll Rand Inc.

Industrials
6
+ 25.0%
$74.98 - $89.02 $450 - $534
30 $2.48M
ES
Eversource Energy

Utilities
3
+ 13.04%
$62.86 - $71.14 $189 - $213
26 $1.85M
ELV
Elevance Health, Inc.

Healthcare
2
+ 16.67%
$274.66 - $395.76 $549 - $792
14 $4.52M
DD
Du Pont De Nemours, Inc.

Basic Materials
4
+ 80.0%
$69.9 - $78.26 $280 - $313
9 $701K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4
+ 1.27%
$55.61 - $57.37 $222 - $229
318 $18.2M
KEYS
Keysight Technologies, Inc.

Technology
1
+ 9.09%
$158.51 - $178.15 $159 - $178
12 $2.1M
CPNG
Coupang, Inc.

Consumer Cyclical
6
+ 13.04%
$27.67 - $33.53 $166 - $201
52 $1.67M
DTE
Dte Energy CO

Utilities
1
+ 7.69%
$130.26 - $141.49 $130 - $141
14 $1.98M
HPE
Hewlett Packard Enterprise CO

Technology
7
+ 33.33%
$19.81 - $25.24 $139 - $177
28 $688K
FITB
Fifth Third Bancorp

Financial Services
5
+ 62.5%
$40.91 - $46.28 $205 - $231
13 $579K
Flutter Entmt PLC
1
+ 100.0%
N/A
2 $508K
EQT
Eqt Corp

Energy
4
+ 66.67%
$49.19 - $59.19 $197 - $237
10 $544K
ADM
Archer Daniels Midland CO

Consumer Defensive
3
+ 50.0%
$53.54 - $64.21 $161 - $193
9 $538K
MTB
M&T Bank Corp

Financial Services
1
+ 50.0%
$183.74 - $204.05 $184 - $204
3 $593K
NDAQ
Nasdaq, Inc.

Financial Services
2
+ 8.33%
$86.73 - $96.94 $173 - $194
26 $2.3M
HBAN
Huntington Bancshares Inc

Financial Services
10
+ 10.53%
$15.87 - $17.88 $159 - $179
105 $1.83M
EQH
Equitable Holdings, Inc.

Financial Services
12
+ 10.26%
$50.09 - $55.88 $601 - $671
129 $6.55M
CAH
Cardinal Health Inc

Healthcare
1
+ 33.33%
$146.04 - $167.63 $146 - $168
4 $628K
PSO
Pearson PLC

Communication Services
14
+ 4.86%
$13.86 - $15.1 $194 - $211
302 $4.28M
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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