Dogwood Wealth Management LLC Reduced Holdings in Q4 2024

Dogwood Wealth Management LLC

  • $189 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-99.1K
- 67.01%
$100.24 - $101.35 $9.93M - $10M
48.8K $4.91B
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-213K
- 99.05%
$22.28 - $22.66 $4.74M - $4.82M
2.03K $45.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
-43.9K
- 98.29%
$94.43 - $105.47 $4.14M - $4.63M
763 $77.5M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-25.1K
- 38.53%
$53.86 - $60.27 $1.35M - $1.51M
40K $2.16B
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-25.1K
- 41.02%
$60.27 - $66.27 $1.51M - $1.66M
36.1K $2.21B
AVEM
American Centy ETF Tr Avantis

ETFs
-17.1K
- 39.53%
$58.59 - $66.14 $1M - $1.13M
26.2K $1.54B
AVDV
American Centy ETF Tr Avantis

ETFs
-15.1K
- 37.97%
$63.85 - $70.4 $966K - $1.06M
24.7K $1.61B
V
Visa Inc.

Financial Services
-3.5K
- 96.23%
$273.87 - $320.91 $958K - $1.12M
137 $43.2M
AVIG
American Centy ETF Tr Avantis

ETFs
-18.9K
- 11.71%
$40.48 - $42.48 $766K - $804K
143K $5.79B
LLY
Eli Lilly & CO

Healthcare
-730
- 45.83%
$727.2 - $932.06 $531K - $680K
863 $667M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.25K
- 99.76%
$396.64 - $516.74 $495K - $645K
3 $1.21M
INTC
Intel Corp

Technology
-17.5K
- 96.04%
$19.07 - $26.23 $335K - $460K
724 $14.5M
TM
Toyota Motor Corp

Consumer Cyclical
-2.83K
- 99.96%
$169.2 - $199.52 $479K - $565K
1 $195K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.89K
- 72.36%
$91.29 - $91.8 $264K - $265K
1.1K $101M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-424
- 51.83%
$521.84 - $558.82 $221K - $237K
394 $212M
HYGV
Flexshares Tr High Yield Value

ETFs
-4.88K
- 9.0%
$40.53 - $41.51 $198K - $203K
49.4K $2.01B
AVUS
American Centy ETF Tr Avantis

ETFs
-1.86K
- 40.61%
$94.36 - $102.06 $176K - $190K
2.72K $264M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.31K
- 60.98%
$56.06 - $61.35 $129K - $141K
1.48K $83.3M
USRT
Ishares Core U.S. Reit ETF

ETFs
-5.33K
- 10.45%
$55.97 - $62.75 $298K - $334K
45.7K $2.62B
MUB
Ishares National Muni Bond ETF

ETFs
-700
- 1.14%
$105.78 - $108.7 $74K - $76.1K
60.9K $6.49B
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-1.23K
- 51.67%
$52.19 - $52.87 $63.9K - $64.8K
1.15K $59.9M
AVDE
American Centy ETF Tr Avantis

ETFs
-912
- 79.24%
$60.9 - $66.69 $55.5K - $60.8K
239 $14.7M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-602
- 45.71%
$93.52 - $95.37 $56.3K - $57.4K
715 $67M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.54K
- 2.91%
$25.3 - $26.31 $64.2K - $66.7K
84.6K $2.16B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-746
- 96.63%
$62.71 - $68.47 $46.8K - $51.1K
26 $1.64M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.09K
- 81.33%
$38.37 - $42.82 $41.6K - $46.5K
249 $9.55M
AVRE
American Centy ETF Tr Avantis
-795
- 80.3%
$41.03 - $46.91 $32.6K - $37.3K
195 $8.17M
Arm Holdings PLC
-143
- 58.37%
N/A
102 $12.5M
FSK
Fs Kkr Capital Corp

Financial Services
-1.11K
- 99.91%
$19.71 - $22.22 $22K - $24.8K
1 $19K
PEP
Pepsico Inc

Consumer Defensive
-79
- 14.88%
$151.29 - $176.1 $12K - $13.9K
452 $68.8M
PFE
Pfizer Inc

Healthcare
-601
- 99.17%
$24.8 - $30.19 $14.9K - $18.1K
5 $131K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-321
- 5.21%
$49.79 - $51.14 $16K - $16.4K
5.84K $293M
CRWD
Crowd Strike Holdings, Inc.

Technology
-12
- 8.89%
$275.15 - $388.2 $3.3K - $4.66K
123 $42.1M
PECO
Phillips Edison & Company, Inc.

Real Estate
-294
- 99.66%
$35.96 - $39.8 $10.6K - $11.7K
1 $36K
SLV
I Shares Silver Trust

ETFs
-322
- 22.21%
$26.33 - $31.74 $8.48K - $10.2K
1.13K $29.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-29
- 1.48%
$113.92 - $127.38 $3.3K - $3.69K
1.93K $222M
DKNG
Draft Kings Inc.

Consumer Cyclical
-87
- 14.26%
$35.32 - $44.84 $3.07K - $3.9K
523 $19.5M
BLCN
Siren ETF Tr
-153
- 99.35%
N/A
1 $18K
TTD
Trade Desk, Inc.

Technology
-42
- 24.14%
$108.7 - $139.51 $4.57K - $5.86K
132 $15.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-15
- 2.16%
$44.04 - $49.49 $661 - $742
680 $29.9M
HAL
Halliburton CO

Energy
-4
- 1.4%
$25.77 - $31.99 $103 - $128
282 $7.67M
FVD
First Tr Value Line Divid Inde

ETFs
-46
- 9.64%
$43.4 - $46.7 $2K - $2.15K
431 $18.8M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-1
- 0.96%
$36.15 - $41.9 $36.2 - $41.9
103 $3.75M
LUV
Southwest Airlines CO

Industrials
-34
- 13.71%
$28.99 - $34.84 $986 - $1.18K
214 $7.2M
T
At&T Inc.

Communication Services
-1
- 0.02%
$21.22 - $23.88 $21.2 - $23.9
5.01K $114M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-45
- 3.4%
$104.59 - $118.05 $4.71K - $5.31K
1.28K $139M
American Centy ETF Tr
-10.5K
- 6.98%
N/A
139K $9.42B
NFLX
Netflix Inc

Communication Services
-65
- 20.63%
$687.65 - $936.56 $44.7K - $60.9K
250 $223M
SOUN
Soundhound Ai, Inc.

Technology
-100
- 2.89%
$4.51 - $24.23 $451 - $2.42K
3.36K $66.6M
Activity Summary
Buys All Purchases 202 New Holdings 91 Increased Positions 111 Sells All Sells 473 Reductions 51 Sold out 422 Options Calls 0 Puts 0
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