Dogwood Wealth Management LLC Closed Holding Positions

Dogwood Wealth Management LLC

  • $220 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HRB
H&R Block Inc

Consumer Cyclical
Q3 2025 Filed on Nov 10, 2025
108
$49.28 - $56.76 $5.32K - $6.13K
VRSK
Verisk Analytics, Inc.

Industrials
Q3 2025 Filed on Nov 10, 2025
10
$242.3 - $312.95 $2.42K - $3.13K
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2024 Filed on Mar 04, 2025
0
$74.72 - $101.4 $0 - $0
PLUG
Plug Power Inc

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$1.87 - $2.67 $0 - $0
PAYC
Paycom Software, Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
$159.94 - $240.25 $0 - $0
PARA
Paramount Global

Communication Services
Q4 2024 Filed on Mar 04, 2025
0
$10.27 - $11.57 $0 - $0
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$211.98 - $248.85 $0 - $0
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
Q4 2024 Filed on Mar 04, 2025
4,456
$43.84 - $48.76 $195K - $217K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
Q4 2024 Filed on Mar 04, 2025
2,850
$28.89 - $31.63 $82.3K - $90.1K
POOL
Pool Corp

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$339.32 - $390.03 $0 - $0
PFG
Principal Financial Group Inc

Financial Services
Q4 2024 Filed on Mar 04, 2025
0
$74.91 - $91.26 $0 - $0
RS
Reliance Steel & Aluminum CO

Basic Materials
Q4 2024 Filed on Mar 04, 2025
0
$264.2 - $326.32 $0 - $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$9.71 - $15.34 $0 - $0
FNDF
Schwab Fundamental Intl Large

ETFs
Q4 2024 Filed on Mar 04, 2025
424
$32.92 - $37.15 $14K - $15.8K
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2024 Filed on Mar 04, 2025
438
$23.49 - $71.77 $10.3K - $31.4K
FNDA
Schwab Fundamental U S Small C

ETFs
Q4 2024 Filed on Mar 04, 2025
372
$29.26 - $59.11 $10.9K - $22K
ON
On Semiconductor Corp

Technology
Q4 2024 Filed on Mar 04, 2025
0
$63.05 - $74.7 $0 - $0
OMC
Omnicom Group Inc.

Communication Services
Q4 2024 Filed on Mar 04, 2025
0
$85.82 - $105.47 $0 - $0
OKTA
Okta, Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
$71.81 - $86.11 $0 - $0
Liberty Media Corp Del
Q4 2024 Filed on Mar 04, 2025
0
N/A
LKQ
Lkq Corp

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$36.0 - $39.99 $0 - $0
L
Loews Corp

Financial Services
Q4 2024 Filed on Mar 04, 2025
0
$76.49 - $87.05 $0 - $0
LCID
Lucid Group, Inc.

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$2.01 - $3.44 $0 - $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q4 2024 Filed on Mar 04, 2025
2,059
$72.97 - $96.75 $150K - $199K
MRO
Marathon Oil Corp

Energy
Q4 2024 Filed on Mar 04, 2025
1
$25.89 - $29.09 $25.9 - $29.1
MKL
Markel Corp

Financial Services
Q4 2024 Filed on Mar 04, 2025
0
$1542.01 - $1785.11 $0 - $0
MAS
Masco Corp

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$72.52 - $85.73 $0 - $0
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$33.44 - $41.99 $0 - $0
MRNA
Moderna, Inc.

Healthcare
Q4 2024 Filed on Mar 04, 2025
0
$36.85 - $63.93 $0 - $0
MOH
Molina Healthcare, Inc.

Healthcare
Q4 2024 Filed on Mar 04, 2025
0
$274.73 - $341.91 $0 - $0
MDB
Mongo Db, Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
$232.81 - $350.13 $0 - $0
MOS
Mosaic CO

Basic Materials
Q4 2024 Filed on Mar 04, 2025
0
$23.87 - $28.34 $0 - $0
MPLX
Mplx LP

Energy
Q4 2024 Filed on Mar 04, 2025
0
$43.77 - $51.66 $0 - $0
NTAP
Net App, Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
$115.31 - $131.11 $0 - $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q4 2024 Filed on Mar 04, 2025
1,552
$22.01 - $66.82 $34.2K - $104K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2024 Filed on Mar 04, 2025
354
$22.4 - $68.28 $7.93K - $24.2K
SWK
Stanley Black & Decker, Inc.

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$79.07 - $109.36 $0 - $0
TER
Teradyne, Inc

Technology
Q4 2024 Filed on Mar 04, 2025
0
$102.58 - $133.62 $0 - $0
TXT
Textron Inc

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$75.82 - $90.32 $0 - $0
TRU
Trans Union

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$92.71 - $108.67 $0 - $0
TRMB
Trimble Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
$60.21 - $75.4 $0 - $0
TSN
Tyson Foods, Inc.

Consumer Defensive
Q4 2024 Filed on Mar 04, 2025
170
$57.14 - $64.54 $9.71K - $11K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$338.38 - $446.21 $0 - $0
VFC
V F Corp

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$16.7 - $22.59 $0 - $0
VTWO
Vanguard Russell 2000 ETF

ETFs
Q4 2024 Filed on Mar 04, 2025
3
$87.42 - $98.06 $262 - $294
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2024 Filed on Mar 04, 2025
48
$47.57 - $52.44 $2.28K - $2.52K
VTRS
Viatris Inc

Healthcare
Q4 2024 Filed on Mar 04, 2025
0
$11.32 - $13.37 $0 - $0
WRK
West Rock CO

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
N/A
IHDG
Wisdomtree Tr

ETFs
Q4 2024 Filed on Mar 04, 2025
30
$43.38 - $46.0 $1.3K - $1.38K
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