Dogwood Wealth Management LLC Closed Holding Positions

Dogwood Wealth Management LLC

  • $189 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q4 2024 Filed on Mar 04, 2025
0
$229.85 - $335.91 $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
MTB
M&T Bank Corp

Financial Services
Q4 2024 Filed on Mar 04, 2025
0
$172.48 - $221.95 $0 - $0
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
MRNA
Moderna, Inc.

Healthcare
Q4 2024 Filed on Mar 04, 2025
0
$36.85 - $63.93 $0 - $0
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2024 Filed on Mar 04, 2025
7
$701.85 - $1046.91 $4.91K - $7.33K
TXN
Texas Instruments Inc

Technology
Q4 2024 Filed on Mar 04, 2025
0
N/A
UBER
Uber Technologies, Inc

Technology
Q4 2024 Filed on Mar 04, 2025
0
$59.93 - $86.34 $0 - $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$338.38 - $446.21 $0 - $0
UNP
Union Pacific Corp

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$223.15 - $249.32 $0 - $0
UPS
United Parcel Service Inc

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$122.65 - $138.35 $0 - $0
URI
United Rentals, Inc.

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$704.44 - $880.32 $0 - $0
USB
Us Bancorp \De\

Financial Services
Q4 2024 Filed on Mar 04, 2025
0
$43.98 - $53.66 $0 - $0
VFC
V F Corp

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$16.7 - $22.59 $0 - $0
VUG
Vanguard Growth ETF

ETFs
Q4 2024 Filed on Mar 04, 2025
15
$378.79 - $428.11 $5.68K - $6.42K
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
TSN
Tyson Foods, Inc.

Consumer Defensive
Q4 2024 Filed on Mar 04, 2025
170
$57.14 - $64.54 $9.71K - $11K
TYL
Tyler Technologies Inc

Technology
Q4 2024 Filed on Mar 04, 2025
0
$576.64 - $635.69 $0 - $0
TXT
Textron Inc

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$75.82 - $90.32 $0 - $0
CI
Cigna Corp

Healthcare
Q4 2024 Filed on Mar 04, 2025
0
$265.59 - $358.58 $0 - $0
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2024 Filed on Mar 04, 2025
0
$501.29 - $612.85 $0 - $0
TJX
Tjx Companies Inc

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$112.15 - $127.2 $0 - $0
TSCO
Tractor Supply CO

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$52.59 - $303.74 $0 - $0
TDG
Trans Digm Group Inc

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$1239.0 - $1442.53 $0 - $0
TRU
Trans Union

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$92.71 - $108.67 $0 - $0
TRV
Travelers Companies, Inc.

Financial Services
Q4 2024 Filed on Mar 04, 2025
0
$225.97 - $266.66 $0 - $0
TRMB
Trimble Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
$60.21 - $75.4 $0 - $0
TFC
Truist Financial Corp

Financial Services
Q4 2024 Filed on Mar 04, 2025
0
$41.51 - $48.1 $0 - $0
TWLO
Twilio Inc

Communication Services
Q4 2024 Filed on Mar 04, 2025
0
$63.73 - $114.96 $0 - $0
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q4 2024 Filed on Mar 04, 2025
40
$316.94 - $357.88 $12.7K - $14.3K
VEEV
Veeva Systems Inc

Healthcare
Q4 2024 Filed on Mar 04, 2025
0
$201.81 - $250.45 $0 - $0
VTR
Ventas, Inc.

Real Estate
Q4 2024 Filed on Mar 04, 2025
0
$57.73 - $66.48 $0 - $0
WY
Weyerhaeuser CO

Real Estate
Q4 2024 Filed on Mar 04, 2025
0
$27.21 - $33.7 $0 - $0
WMB
Williams Companies, Inc.

Energy
Q4 2024 Filed on Mar 04, 2025
0
$46.37 - $59.74 $0 - $0
IHDG
Wisdomtree Tr

ETFs
Q4 2024 Filed on Mar 04, 2025
30
$43.38 - $46.0 $1.3K - $1.38K
Wk Kellogg CO
Q4 2024 Filed on Mar 04, 2025
0
N/A
WDAY
Workday, Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
$233.85 - $279.91 $0 - $0
XEL
Xcel Energy Inc

Utilities
Q4 2024 Filed on Mar 04, 2025
0
$62.16 - $72.92 $0 - $0
XYL
Xylem Inc.

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$116.02 - $137.45 $0 - $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2024 Filed on Mar 04, 2025
0
$101.77 - $113.02 $0 - $0
ZTS
Zoetis Inc.

Healthcare
Q4 2024 Filed on Mar 04, 2025
0
$162.24 - $194.42 $0 - $0
ZM
Zoom Video Communications, Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
$67.21 - $89.03 $0 - $0
ZI
Zoom Info Technologies Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
$9.44 - $13.08 $0 - $0
WRK
West Rock CO

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
N/A
WDC
Western Digital Corp

Technology
Q4 2024 Filed on Mar 04, 2025
0
$59.62 - $73.43 $0 - $0
Veralto Corp
Q4 2024 Filed on Mar 04, 2025
0
N/A
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