Dogwood Wealth Management LLC Sells in Q3 2025

Dogwood Wealth Management LLC

  • $220 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MTG
Mgic Investment Corp

Financial Services
-77
- 23.33%
$25.06 - $28.92 $1.93K - $2.23K
253 $7.18M
ABM
Abm Industries Inc

Industrials
-36
- 37.89%
$44.78 - $49.66 $1.61K - $1.79K
59 $2.72M
MET
Metlife Inc

Financial Services
-28
- 14.74%
$73.82 - $82.37 $2.07K - $2.31K
162 $13.3M
WMB
Williams Companies, Inc.

Energy
-43
- 26.06%
$56.52 - $64.01 $2.43K - $2.75K
122 $7.73M
NXPI
Nxp Semiconductors N.V.

Technology
-6
- 24.0%
$205.16 - $239.07 $1.23K - $1.43K
19 $4.33M
Ge Healthcare Technologies I
-18
- 24.66%
N/A
55 $4.13M
OXY
Occidental Petroleum Corp

Energy
-27
- 67.5%
$42.54 - $48.1 $1.15K - $1.3K
13 $614K
SNOW
Snowflake Inc.

Technology
-6
- 8.11%
$191.73 - $241.0 $1.15K - $1.45K
68 $15.3M
QS
Quantum Scape Corp

Consumer Cyclical
-208
- 57.3%
$6.36 - $14.64 $1.32K - $3.05K
155 $1.91M
Liberty Media Corp Del
-9
- 33.33%
N/A
18 $1.88M
EFX
Equifax Inc

Industrials
-2
- 33.33%
$234.03 - $265.73 $468 - $531
4 $1.03M
AMAT
Applied Materials Inc

Technology
-7
- 7.69%
$156.25 - $204.95 $1.09K - $1.43K
84 $17.2M
DOV
Dover Corp

Industrials
-2
- 22.22%
$165.59 - $190.9 $331 - $382
7 $1.17M
PFE
Pfizer Inc

Healthcare
-17
- 3.53%
$23.29 - $25.88 $396 - $440
465 $11.8M
MPC
Marathon Petroleum Corp

Energy
-15
- 7.98%
$158.59 - $198.69 $2.38K - $2.98K
173 $33.3M
Lam Research Corp
-32
- 28.57%
N/A
80 $10.7M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1
- 2.04%
$25.5 - $35.2 $25.5 - $35.2
48 $1.22M
VEEV
Veeva Systems Inc

Healthcare
-1
- 14.29%
$269.2 - $297.91 $269 - $298
6 $1.79M
LECO
Lincoln Electric Holdings Inc

Industrials
-3
- 9.09%
$210.22 - $247.76 $631 - $743
30 $7.08M
CVX
Chevron Corp

Energy
-73
- 1.33%
$145.57 - $161.83 $10.6K - $11.8K
5.43K $843M
IRM
Iron Mountain Inc

Real Estate
-2
- 2.7%
$89.46 - $104.46 $179 - $209
72 $7.4M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-1
- 0.12%
$22.27 - $22.51 $22.3 - $22.5
826 $18.6M
PSX
Phillips 66

Energy
-1
- 3.03%
$118.37 - $139.46 $118 - $139
32 $4.35M
HCA
Hca Healthcare, Inc.

Healthcare
-2
- 10.53%
$334.32 - $426.2 $669 - $852
17 $7.25M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-15
- 17.65%
$224.68 - $282.71 $3.37K - $4.24K
70 $19.6M
RIO
Rio Tinto PLC

Basic Materials
-1
- 1.37%
$57.66 - $66.01 $57.7 - $66
72 $4.75M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4
- 0.08%
$50.81 - $51.07 $203 - $204
5.02K $256M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1
- 0.18%
$109.11 - $111.88 $109 - $112
555 $61.8M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1
- 0.13%
$75.26 - $80.19 $75.3 - $80.2
761 $60.7M
DFIV
Dimensional ETF Tr

ETFs
-112
- 4.6%
$42.66 - $46.53 $4.78K - $5.21K
2.32K $107M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1
- 0.15%
$49.43 - $54.52 $49.4 - $54.5
679 $36.8M
MA
Mastercard Inc

Financial Services
-9
- 0.67%
$550.18 - $598.96 $4.95K - $5.39K
1.33K $755M
INTC
Intel Corp

Technology
-178
- 19.26%
$19.31 - $35.5 $3.44K - $6.32K
746 $25M
QCOM
Qualcomm Inc

Technology
-148
- 2.92%
$145.84 - $173.55 $21.6K - $25.7K
4.91K $817M
AVUS
American Centy ETF Tr Avantis

ETFs
-49
- 1.79%
$101.2 - $109.16 $4.96K - $5.35K
2.68K $291M
SO
Southern CO

Utilities
-24
- 0.32%
$90.83 - $96.0 $2.18K - $2.3K
7.58K $718M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-167
- 0.49%
$64.17 - $68.19 $10.7K - $11.4K
33.8K $2.3B
TSLA
Tesla, Inc.

Consumer Cyclical
-281
- 23.67%
$293.94 - $444.72 $82.6K - $125K
906 $403M
AVGO
Broadcom Inc.

Technology
-56
- 4.51%
$264.74 - $369.57 $14.8K - $20.7K
1.19K $391M
AVDV
American Centy ETF Tr Avantis

ETFs
-1.13K
- 5.27%
$79.24 - $89.03 $89.6K - $101K
20.3K $1.81B
AVEM
American Centy ETF Tr Avantis

ETFs
-615
- 2.64%
$68.33 - $75.41 $42K - $46.4K
22.7K $1.7B
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-368
- 1.16%
$66.81 - $74.64 $24.6K - $27.5K
31.4K $2.3B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-348
- 0.97%
$74.93 - $80.73 $26.1K - $28.1K
35.5K $2.87B
GOOGL
Alphabet Inc.

Communication Services
-288
- 6.11%
$174.36 - $254.72 $50.2K - $73.4K
4.43K $1.08B
GOOG
Alphabet Inc.

Communication Services
-359
- 6.72%
$175.16 - $255.24 $62.9K - $91.6K
4.98K $1.21B
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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