Dogwood Wealth Management LLC Reduced Holdings in Q3 2024

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-152K
- 77.9%
$63.28 - $70.06 $9.63M - $10.7M
43.2K $3.02B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-66.6K
- 97.46%
$71.45 - $75.64 $4.76M - $5.04M
1.74K $130M
IVW
Ishares S&P 500 Growth ETF

ETFs
-16K
- 27.02%
$84.77 - $97.13 $1.35M - $1.55M
43.1K $4.13B
V
Visa Inc.

Financial Services
-2.81K
- 89.59%
$253.74 - $291.56 $712K - $818K
326 $89.5M
INTC
Intel Corp

Technology
-16.8K
- 92.51%
$18.9 - $34.87 $318K - $587K
1.36K $32M
FSK
Fs Kkr Capital Corp

Financial Services
-22.2K
- 100.0%
$18.74 - $20.43 $417K - $455K
1 $16K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-16.2K
- 97.64%
$24.86 - $26.33 $403K - $427K
392 $10.2M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.6K
- 71.52%
$41.02 - $46.01 $230K - $258K
2.23K $101M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.49K
- 72.81%
$105.92 - $110.83 $157K - $165K
555 $61.4M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.61K
- 71.85%
$93.65 - $97.81 $151K - $158K
632 $61.8M
PECO
Phillips Edison & Company, Inc.

Real Estate
-3.15K
- 99.97%
$32.1 - $38.93 $101K - $123K
1 $36K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.45K
- 65.49%
$61.97 - $69.37 $89.9K - $101K
764 $52.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.49K
- 65.44%
$36.02 - $41.68 $89.8K - $104K
1.32K $54.3M
CMCSA
Comcast Corp

Communication Services
-1.63K
- 99.94%
$37.33 - $41.78 $60.7K - $67.9K
1 $24K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-580
- 14.24%
$91.42 - $91.82 $53K - $53.3K
3.49K $321M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-552
- 22.03%
$105.53 - $118.34 $58.3K - $65.3K
1.95K $229M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.19K
- 63.17%
$41.9 - $48.26 $49.9K - $57.5K
695 $33.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-484
- 26.68%
$95.81 - $109.03 $46.4K - $52.8K
1.33K $143M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-400
- 34.45%
$65.06 - $71.72 $26K - $28.7K
761 $54.1M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-322
- 52.7%
$69.61 - $79.56 $22.4K - $25.6K
289 $22.7M
RTX
Raytheon Technologies Corp

Industrials
-200
- 85.84%
$99.55 - $123.34 $19.9K - $24.7K
33 $3.99M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.96K
- 1.99%
$98.99 - $101.51 $293K - $301K
146K $14.8B
PG
Procter & Gamble CO

Consumer Defensive
-110
- 24.18%
$160.76 - $177.82 $17.7K - $19.6K
345 $59.7M
DIS
Walt Disney CO

Communication Services
-2
- 0.42%
$85.6 - $98.61 $171 - $197
470 $45.2M
AVDE
American Centy ETF Tr Avantis

ETFs
-124
- 9.42%
$60.09 - $67.67 $7.45K - $8.39K
1.19K $80M
FVD
First Tr Value Line Divid Inde

ETFs
-110
- 20.33%
$40.45 - $45.49 $4.45K - $5K
431 $19.6M
AVUS
American Centy ETF Tr Avantis

ETFs
-319
- 6.46%
$86.27 - $95.15 $27.5K - $30.4K
4.62K $439M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-70
- 0.99%
$50.61 - $50.96 $3.54K - $3.57K
6.97K $355M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-154
- 7.95%
$60.13 - $68.17 $9.26K - $10.5K
1.78K $121M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-10
- 0.69%
$92.1 - $95.52 $921 - $955
1.44K $137M
SLV
I Shares Silver Trust

ETFs
-151
- 11.81%
$24.33 - $29.38 $3.67K - $4.44K
1.13K $32M
AVRE
American Centy ETF Tr Avantis
-13
- 1.26%
$40.95 - $48.28 $532 - $628
1.02K $48.2M
KO
Coca Cola CO

Consumer Defensive
-26
- 3.58%
$62.69 - $73.01 $1.63K - $1.9K
701 $50.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5
- 0.61%
$475.2 - $527.7 $2.38K - $2.64K
818 $432M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-1.43K
- 3.49%
$55.51 - $61.51 $79.1K - $87.7K
39.4K $2.4B
VB
Vanguard Small Cap ETF

ETFs
-6
- 0.1%
$214.77 - $237.72 $1.29K - $1.43K
5.93K $1.41B
MUB
Ishares National Muni Bond ETF

ETFs
-97
- 0.16%
$106.13 - $108.7 $10.3K - $10.5K
61.1K $6.64B
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-565
- 1.51%
$57.83 - $67.29 $32.7K - $38K
36.7K $2.45B
USRT
Ishares Core U.S. Reit ETF

ETFs
-3.68K
- 7.36%
$53.07 - $62.66 $195K - $231K
46.4K $2.85B
VNQ
Vanguard Specialized Funds Van

ETFs
-109
- 0.56%
$82.97 - $98.97 $9.04K - $10.8K
19.4K $1.89B
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.04%
$520.18 - $576.82 $2.6K - $2.88K
12.5K $7.19B
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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