Dogwood Wealth Management LLC Purchases in Q3 2024

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
955
+ 3.92%
$62.52 - $71.12 $59.7K - $67.9K
25.3K $1.79B
LMT
Lockheed Martin Corp

Industrials
144
+ 20.4%
$460.3 - $584.56 $66.3K - $84.2K
850 $497M
IEF
Ishares Barclays

ETFs
1.55K
+ 24.59%
$92.67 - $99.14 $144K - $154K
7.86K $771M
MNST
Monster Beverage Corp

Consumer Defensive
4.4K
+ 50.56%
$45.01 - $52.47 $198K - $231K
13.1K $683M
SO
Southern CO

Utilities
943
+ 21.21%
$77.0 - $90.52 $72.6K - $85.4K
5.39K $486M
CAT
Caterpillar Inc

Industrials
331
+ 33.74%
$316.8 - $391.12 $105K - $129K
1.31K $513M
MA
Mastercard Inc

Financial Services
284
+ 41.4%
$429.6 - $500.99 $122K - $142K
970 $479M
ADBE
Adobe Inc.

Technology
241
+ 25.0%
$508.13 - $586.55 $122K - $141K
1.21K $624M
FISV
Fiserv Inc

Technology
506
+ 21.87%
N/A
2.82K $507M
ROP
Roper Technologies Inc

Industrials
229
+ 24.76%
$515.25 - $576.55 $118K - $132K
1.15K $642M
GOOG
Alphabet Inc.

Communication Services
346
+ 8.26%
$149.54 - $192.66 $51.7K - $66.7K
4.53K $758M
BAC
Bank Of America Corp

Financial Services
2.52K
+ 26.72%
$36.65 - $44.13 $92.3K - $111K
11.9K $474M
CPRT
Copart Inc

Consumer Cyclical
3.02K
+ 31.77%
$49.19 - $55.54 $149K - $168K
12.5K $656M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
90
+ 7.11%
$460.0 - $505.78 $41.4K - $45.5K
1.36K $630M
WM
Waste Management Inc

Industrials
529
+ 32.28%
$196.96 - $223.45 $104K - $118K
2.17K $450M
DFIV
Dimensional ETF Tr

ETFs
2.64K
New
$34.66 - $38.38 $91.4K - $101K
2.64K $100M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.74K
+ 2.03%
$25.38 - $26.27 $44.3K - $45.8K
87.8K $2.31B
QCOM
Qualcomm Inc

Technology
533
+ 16.14%
$156.12 - $209.64 $83.2K - $112K
3.84K $652M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
305
New
$178.94 - $207.0 $54.6K - $63.1K
305 $61.2M
TSLA
Tesla, Inc.

Consumer Cyclical
102
+ 34.58%
$191.76 - $263.26 $19.6K - $26.9K
397 $104M
QRVO
Qorvo, Inc.

Technology
502
New
$99.78 - $129.21 $50.1K - $64.9K
502 $51.9M
NEE
Nextera Energy Inc

Utilities
21
+ 1.31%
$69.9 - $84.97 $1.47K - $1.78K
1.62K $137M
SPY
Spdr S&P 500 ETF Trust

ETFs
38
+ 1900.0%
$517.38 - $573.86 $19.7K - $21.8K
40 $23M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
166
New
$110.06 - $128.44 $18.3K - $21.3K
166 $21.1M
EXI
Ishares Global Industrials ETF

ETFs
141
New
$131.6 - $149.88 $18.6K - $21.1K
141 $21M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
235
New
$78.05 - $88.63 $18.3K - $20.8K
235 $20.5M
XT
Ishares Tr Exponential Technol

ETFs
334
New
$54.51 - $61.59 $18.2K - $20.6K
334 $20.3M
SOXX
Ishares Semiconductor ETF

ETFs
85
New
$199.29 - $265.49 $16.9K - $22.6K
85 $19.6M
SLF
Sun Life Financial Inc

Financial Services
327
New
$47.07 - $58.09 $15.4K - $19K
327 $19M
PFE
Pfizer Inc

Healthcare
609
+ 12180.0%
$27.7 - $31.39 $16.9K - $19.1K
614 $17.8M
AVMU
American Centy ETF Travantis C

ETFs
288
+ 7.58%
$46.01 - $46.95 $13.3K - $13.5K
4.09K $192M
GLW
Corning Inc

Technology
10
+ 1.16%
$37.76 - $46.2 $378 - $462
871 $39.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
151
+ 2.65%
$49.93 - $51.15 $7.54K - $7.72K
5.84K $299M
CRWD
Crowd Strike Holdings, Inc.

Technology
53
+ 39.26%
$217.89 - $392.15 $11.5K - $20.8K
188 $52.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
19
+ 0.38%
$48.06 - $49.39 $913 - $938
4.97K $245M
TQQQ
Proshares Ultrapro Qqq

ETFs
2
+ 0.46%
$53.19 - $84.93 $106 - $170
441 $32M
ABBV
Abb Vie Inc.

Healthcare
4
+ 1.64%
$163.84 - $199.33 $655 - $797
248 $49M
SRE
Sempra Energy

Utilities
6
+ 1.79%
$74.97 - $84.04 $450 - $504
342 $28.6M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
7
+ 0.27%
$51.45 - $52.96 $360 - $371
2.58K $136M
HYD
Vaneck High Yield Muni ETF

ETFs
39
+ 2.08%
$51.46 - $53.07 $2.01K - $2.07K
1.91K $101M
MO
Altria Group, Inc.

Consumer Defensive
15
+ 4.3%
$45.95 - $54.71 $689 - $821
364 $18.6M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.91%
$233.44 - $279.45 $233 - $279
111 $30.8M
ED
Consolidated Edison Inc

Utilities
3
+ 1.44%
$88.42 - $104.97 $265 - $315
211 $22M
Ge Vernova Inc
9
New
N/A
9 $2.3M
ECL
Ecolab Inc.

Basic Materials
1
+ 1.56%
$228.86 - $255.76 $229 - $256
65 $16.5M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 1.75%
$245.82 - $304.51 $246 - $305
58 $17.6M
MS
Morgan Stanley

Financial Services
2
+ 1.79%
$92.07 - $106.96 $184 - $214
114 $11.9M
CME
Cme Group Inc.

Financial Services
1
+ 0.83%
$193.43 - $220.62 $193 - $221
121 $26.8M
MET
Metlife Inc

Financial Services
1
+ 1.22%
$67.96 - $82.48 $68 - $82.5
83 $6.87M
Activity Summary
Buys All Purchases 500 New Holdings 404 Increased Positions 96 Sells All Sells 54 Reductions 42 Sold out 12 Options Calls 0 Puts 0
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