Dogwood Wealth Management LLC Closed Holding Positions

Dogwood Wealth Management LLC

  • $189 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EXC
Exelon Corp

Utilities
Q4 2024 Filed on Mar 04, 2025
0
$36.22 - $40.97 $0 - $0
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$146.47 - $191.01 $0 - $0
EXPD
Expeditors International Of Washington Inc

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$110.5 - $128.26 $0 - $0
EXR
Extra Space Storage Inc.

Real Estate
Q4 2024 Filed on Mar 04, 2025
0
$142.35 - $178.32 $0 - $0
FDS
Factset Research Systems Inc

Financial Services
Q4 2024 Filed on Mar 04, 2025
0
$449.69 - $495.72 $0 - $0
FAST
Fastenal CO

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$69.99 - $84.35 $0 - $0
FDX
Fedex Corp

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$260.5 - $305.15 $0 - $0
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
$80.14 - $90.95 $0 - $0
FITB
Fifth Third Bancorp

Financial Services
Q4 2024 Filed on Mar 04, 2025
0
$41.76 - $48.44 $0 - $0
RE
Everest Re Group LTD

Financial Services
Q4 2024 Filed on Mar 04, 2025
22
N/A
ETSY
Etsy Inc

Consumer Cyclical
Q4 2024 Filed on Mar 04, 2025
0
$47.48 - $61.61 $0 - $0
ENPH
Enphase Energy, Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
$59.52 - $111.18 $0 - $0
ENTG
Entegris Inc

Technology
Q4 2024 Filed on Mar 04, 2025
0
$97.67 - $112.92 $0 - $0
ETR
Entergy Corp

Utilities
Q4 2024 Filed on Mar 04, 2025
0
$73.19 - $156.4 $0 - $0
EOG
Eog Resources Inc

Energy
Q4 2024 Filed on Mar 04, 2025
0
$118.22 - $136.54 $0 - $0
EPAM
Epam Systems, Inc.

Technology
Q4 2024 Filed on Mar 04, 2025
0
N/A
EFX
Equifax Inc

Industrials
Q4 2024 Filed on Mar 04, 2025
0
$245.03 - $293.5 $0 - $0
EQIX
Equinix Inc

Real Estate
Q4 2024 Filed on Mar 04, 2025
0
$865.69 - $985.0 $0 - $0
ELS
Equity Lifestyle Properties Inc

Real Estate
Q4 2024 Filed on Mar 04, 2025
0
$66.06 - $72.51 $0 - $0
EQR
Equity Residential

Real Estate
Q4 2024 Filed on Mar 04, 2025
0
$69.12 - $77.48 $0 - $0
ESS
Essex Property Trust, Inc.

Real Estate
Q4 2024 Filed on Mar 04, 2025
0
N/A
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
Q1 2024 Filed on Feb 28, 2025
0
$22.23 - $22.61 $0 - $0
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
Q1 2024 Filed on Feb 28, 2025
4,919
$36.13 - $38.68 $178K - $190K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
Q1 2024 Filed on Feb 28, 2025
131
$23.29 - $23.78 $3.05K - $3.12K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2024 Filed on Feb 28, 2025
14
$132.3 - $140.89 $1.85K - $1.97K
OGN
Organon & Co.

Healthcare
Q1 2024 Filed on Feb 28, 2025
19
$13.78 - $18.8 $262 - $357
PXD
Pioneer Natural Resources CO

Energy
Q1 2024 Filed on Feb 28, 2025
0
$216.49 - $262.5 $0 - $0
HYMU
Blackrock ETF Tr Ii High Yield
Q1 2024 Filed on Feb 28, 2025
149
$21.65 - $22.45 $3.23K - $3.35K
SPLK
Splunk Inc

Technology
Q1 2024 Filed on Feb 28, 2025
0
$0.0 - $156.9 $0 - $0
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email