Dogwood Wealth Management LLC Sells 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
Linde PLC
-465
Closed
N/A
0 $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2.06K
Closed
$72.97 - $96.75 $150K - $199K
0 $0
GWW
W.W. Grainger, Inc.

Industrials
-217
Closed
$1023.06 - $1220.93 $222K - $265K
0 $0
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-4.46K
Closed
$43.84 - $48.76 $195K - $217K
0 $0
SNA
Snap On Inc

Industrials
-742
Closed
$285.44 - $371.35 $212K - $276K
0 $0
First Tr Exchng Traded Fd Vi
-5.19K
Closed
N/A
0 $0
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
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.55K
Closed
$22.01 - $66.82 $34.2K - $104K
0 $0
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-2.85K
Closed
$28.89 - $31.63 $82.3K - $90.1K
0 $0
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
TQQQ
Proshares Ultrapro Qqq

ETFs
-439
Closed
$69.42 - $93.29 $30.5K - $41K
0 $0
FNDX
Schwab Fundamental U S Large C

ETFs
-438
Closed
$23.49 - $71.77 $10.3K - $31.4K
0 $0
IJK
Ishares S&P Midcap 400 Growth

ETFs
-315
Closed
$90.66 - $99.46 $28.6K - $31.3K
0 $0
Arm Holdings PLC
-143
- 58.37%
N/A
102 $12.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-51
Closed
$563.99 - $620.12 $28.8K - $31.6K
0 $0
GLD
Spdr Gold Trust

ETFs
-120
Closed
$236.59 - $257.5 $28.4K - $30.9K
0 $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
-354
Closed
$22.4 - $68.28 $7.93K - $24.2K
0 $0
FSK
Fs Kkr Capital Corp

Financial Services
-1.11K
- 99.91%
$19.71 - $22.22 $22K - $24.8K
1 $19K
FNDA
Schwab Fundamental U S Small C

ETFs
-372
Closed
$29.26 - $59.11 $10.9K - $22K
0 $0
PEP
Pepsico Inc

Consumer Defensive
-79
- 14.88%
$151.29 - $176.1 $12K - $13.9K
452 $68.8M
XLK
Technology Sector Spdr

ETFs
-76
Closed
$220.26 - $241.44 $16.7K - $18.3K
0 $14K
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
FNDF
Schwab Fundamental Intl Large

ETFs
-424
Closed
$32.92 - $37.15 $14K - $15.8K
0 $0
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
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email