Dogwood Wealth Management LLC New Holdings in Q4 2024

Dogwood Wealth Management LLC

  • $189 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
269K
New
$44.87 - $46.86 $12.1M - $12.6M
269K $12.1B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
75.3K
New
$81.68 - $82.93 $6.15M - $6.25M
75.3K $6.18B
CRM
Salesforce, Inc.

Technology
2.25K
New
$270.87 - $367.87 $609K - $827K
2.25K $752M
TMUS
T Mobile Us, Inc.

Communication Services
2.76K
New
$206.1 - $246.94 $569K - $682K
2.76K $609M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.96K
New
$55.73 - $66.16 $555K - $659K
9.96K $601M
ETN
Eaton Corp PLC

Industrials
1.69K
New
$326.96 - $377.52 $554K - $639K
1.69K $562M
PSX
Phillips 66

Energy
4.56K
New
$110.35 - $138.93 $503K - $633K
4.56K $519M
AMGN
Amgen Inc

Healthcare
1.81K
New
$258.78 - $328.31 $468K - $594K
1.81K $471M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.08K
New
$40.26 - $42.88 $83.6K - $89.1K
2.08K $84.1M
Neos ETF Trust
2.91K
New
N/A
2.91K $75.8M
IVE
Ishares S&P 500 Value ETF

ETFs
237
New
$189.5 - $206.17 $44.9K - $48.9K
237 $45.2M
DE
Deere & CO

Industrials
100
New
$389.45 - $466.0 $38.9K - $46.6K
100 $42.4M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
890
New
$45.61 - $50.53 $40.6K - $45K
890 $41.3M
EME
Emcor Group, Inc.

Industrials
89
New
$427.96 - $526.95 $38.1K - $46.9K
89 $40.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.18K
New
$22.39 - $23.45 $26.4K - $27.6K
1.18K $27.1M
VNLA
Janus Henderson Short Duration

ETFs
516
New
$48.82 - $49.11 $25.2K - $25.3K
516 $25.2M
American Healthcare Reit Inc
798
New
N/A
798 $22.7M
MPC
Marathon Petroleum Corp

Energy
150
New
$131.65 - $174.84 $19.7K - $26.2K
150 $20.9M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.13K
New
$17.93 - $18.8 $20.2K - $21.2K
1.13K $20.5M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
392
New
$50.14 - $52.56 $19.7K - $20.6K
392 $19.7M
Super Micro Computer Inc
443
New
N/A
443 $18.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
288
New
$64.18 - $70.42 $18.5K - $20.3K
288 $18.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
299
New
$57.53 - $60.83 $17.2K - $18.2K
299 $17.2M
SHW
Sherwin Williams CO

Basic Materials
47
New
$338.75 - $399.71 $15.9K - $18.8K
47 $16.1M
MBB
Ishares Tr

ETFs
168
New
$91.26 - $95.82 $15.3K - $16.1K
168 $15.4M
VPU
Vanguard Utilities ETF

ETFs
86
New
$160.52 - $179.11 $13.8K - $15.4K
86 $14.1M
RKLB
Rocket Lab Usa, Inc.

Industrials
550
New
$9.23 - $28.44 $5.08K - $15.6K
550 $14M
MGPI
Mgp Ingredients Inc

Consumer Defensive
352
New
$38.87 - $83.35 $13.7K - $29.3K
352 $13.9M
VST
Vistra Corp.

Utilities
74
New
$115.74 - $166.61 $8.56K - $12.3K
74 $10.2M
UPST
Upstart Holdings, Inc.

Financial Services
165
New
$37.78 - $84.46 $6.23K - $13.9K
165 $10.2M
SHOP
Shopify Inc.

Technology
95
New
$78.14 - $119.49 $7.42K - $11.4K
95 $10.1M
IVZ
Invesco Ltd.

Financial Services
472
New
$16.78 - $18.63 $7.92K - $8.79K
472 $8.24M
ABNB
Airbnb, Inc.

Consumer Cyclical
60
New
$125.36 - $147.37 $7.52K - $8.84K
60 $7.89M
PUMP
Pro Petro Holding Corp.

Energy
813
New
$6.58 - $9.67 $5.35K - $7.86K
813 $7.59M
IEMG
Ishares Inc

ETFs
141
New
N/A
141 $7.36M
APLD
Applied Blockchain, Inc.

Financial Services
960
New
$5.97 - $10.68 $5.73K - $10.3K
960 $7.33M
SMR
Nuscale Power Corp

Industrials
395
New
$11.69 - $30.21 $4.62K - $11.9K
395 $7.08M
RHI
Robert Half International Inc.

Industrials
100
New
$65.55 - $76.8 $6.56K - $7.68K
100 $7.05M
SNOW
Snowflake Inc.

Technology
40
New
$109.65 - $186.51 $4.39K - $7.46K
40 $6.18M
SE
Sea LTD

Consumer Cyclical
55
New
$93.56 - $117.41 $5.15K - $6.46K
55 $5.84M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
215
New
$23.29 - $23.93 $5.01K - $5.14K
215 $5.05M
LMND
Lemonade, Inc.

Financial Services
129
New
$15.65 - $51.81 $2.02K - $6.68K
129 $4.73M
PINS
Pinterest, Inc.

Communication Services
150
New
$28.24 - $34.15 $4.24K - $5.12K
150 $4.35M
DOCS
Doximity, Inc.

Healthcare
80
New
$41.25 - $61.25 $3.3K - $4.9K
80 $4.27M
ADSK
Autodesk, Inc.

Technology
14
New
N/A
14 $4.14M
UVV
Universal Corp

Consumer Defensive
75
New
$49.67 - $57.99 $3.73K - $4.35K
75 $4.11M
WPC
W. P. Carey Inc.

Real Estate
70
New
$53.44 - $61.33 $3.74K - $4.29K
70 $3.79M
ROKU
Roku, Inc

Communication Services
50
New
$64.08 - $84.12 $3.2K - $4.21K
50 $3.72M
DOCN
Digital Ocean Holdings, Inc.

Technology
100
New
$34.07 - $44.0 $3.41K - $4.4K
100 $3.41M
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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