Dogwood Wealth Management LLC New Holdings in Q3 2025

Dogwood Wealth Management LLC

  • $220 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Reddit Inc
3
New
N/A
3 $690K
PNR
Pentair PLC

Industrials
6
New
$100.62 - $112.59 $604 - $676
6 $665K
LITE
Lumentum Holdings Inc.

Technology
4
New
$90.44 - $171.5 $362 - $686
4 $651K
Veralto Corp
6
New
N/A
6 $640K
XYL
Xylem Inc.

Industrials
4
New
$129.67 - $147.5 $519 - $590
4 $590K
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
HWKN
Hawkins Inc

Basic Materials
3
New
$144.17 - $184.75 $433 - $554
3 $548K
NTRS
Northern Trust Corp

Financial Services
4
New
$123.6 - $134.6 $494 - $538
4 $541K
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
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
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2
New
$201.83 - $230.93 $404 - $462
2 $444K
CMS
Cms Energy Corp

Utilities
6
New
$69.37 - $74.67 $416 - $448
6 $440K
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
HSBC
Hsbc Holdings PLC

Financial Services
6
New
$60.27 - $70.98 $362 - $426
6 $426K
GGG
Graco Inc

Industrials
5
New
$82.58 - $88.81 $413 - $444
5 $425K
GPC
Genuine Parts CO

Consumer Cyclical
3
New
$122.23 - $142.77 $367 - $428
3 $419K
CAG
Conagra Brands Inc.

Consumer Defensive
22
New
$18.04 - $21.14 $397 - $465
22 $403K
DGX
Quest Diagnostics Inc

Healthcare
2
New
N/A
2 $381K
LDOS
Leidos Holdings, Inc.

Technology
2
New
$159.2 - $188.96 $318 - $378
2 $378K
FTI
Technip Fmc PLC

Energy
9
New
$32.19 - $40.89 $290 - $368
9 $355K
WTW
Willis Towers Watson PLC

Financial Services
1
New
$301.83 - $345.45 $302 - $345
1 $345K
CSL
Carlisle Companies Inc

Industrials
1
New
$327.52 - $435.11 $328 - $435
1 $329K
AAP
Advance Auto Parts Inc

Consumer Cyclical
5
New
$49.01 - $66.5 $245 - $333
5 $307K
INSM
Insmed Inc

Healthcare
2
New
$96.14 - $147.2 $192 - $294
2 $288K
ALLY
Ally Financial Inc.

Financial Services
7
New
$36.95 - $44.58 $259 - $312
7 $274K
STZ
Constellation Brands, Inc.

Consumer Defensive
2
New
$131.78 - $176.09 $264 - $352
2 $269K
BAP
Credicorp LTD

Financial Services
1
New
$220.56 - $278.29 $221 - $278
1 $266K
CIVI
Civitas Resources, Inc.

Energy
8
New
$27.85 - $37.37 $223 - $299
8 $260K
BEN
Franklin Resources Inc

Financial Services
10
New
$23.13 - $26.03 $231 - $260
10 $231K
Anglogold Ashanti PLC
3
New
N/A
3 $211K
EXPI
Exp World Holdings, Inc.

Real Estate
19
New
$9.32 - $11.59 $177 - $220
19 $203K
FMC
Fmc Corp

Basic Materials
6
New
$33.15 - $44.45 $199 - $267
6 $202K
TFSL
Tfs Financial Corp

Financial Services
15
New
$12.61 - $14.23 $189 - $213
15 $198K
NVT
N Vent Electric PLC

Industrials
2
New
$72.16 - $100.25 $144 - $201
2 $197K
RCII
Rent A Center Inc De

Industrials
8
New
N/A
8 $189K
EL
Estee Lauder Companies Inc

Consumer Defensive
2
New
$83.65 - $95.26 $167 - $191
2 $176K
RJF
Raymond James Financial Inc

Financial Services
1
New
$154.64 - $176.43 $155 - $176
1 $173K
SEIC
Sei Investments CO

Financial Services
2
New
$84.85 - $93.8 $170 - $188
2 $170K
DAL
Delta Air Lines, Inc.

Industrials
3
New
$49.0 - $61.97 $147 - $186
3 $170K
PSTG
Pure Storage, Inc.

Technology
2
New
$54.47 - $88.29 $109 - $177
2 $168K
ALB
Albemarle Corp

Basic Materials
2
New
$62.9 - $88.1 $126 - $176
2 $163K
LYV
Live Nation Entertainment, Inc.

Communication Services
1
New
$143.56 - $174.06 $144 - $174
1 $163K
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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