Dogwood Wealth Management
Latest statistics and disclosures from Dogwood Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FBND, SPYV, VTI, AVLC, QQQ, and represent 26.11% of Dogwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FBND (+$12M), SHY (+$6.2M), SPYG, SPYV, JAAA, VTI, IOO, QQQ, REGL, FI.
- Started 75 new stock positions in JEPI, FBND, JMIA, TDOC, SHOP, FVRR, SKLZ, ETN, APPN, ONCY.
- Reduced shares in these 10 stocks: STIP (-$9.8M), AGZD (-$5.1M), IVW, LLY, AVIG, AVLC, TM, VRTX, ADBE, VOO.
- Sold out of its positions in AFL, AES, AAP, AMD, A, APD, AKAM, ALB, AA, ARE.
- Dogwood Wealth Management was a net buyer of stock by $15M.
- Dogwood Wealth Management has $189M in assets under management (AUM), dropping by 8.73%.
- Central Index Key (CIK): 0002056922
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Portfolio Holdings for Dogwood Wealth Management
Dogwood Wealth Management holds 283 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 6.4 | $12M | NEW | 269k | 44.87 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 5.6 | $11M | +19% | 207k | 51.14 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.0 | $9.5M | +13% | 33k | 289.81 |
|
| American Centy Etf Tr Avantis Us Larg (AVLC) | 5.0 | $9.4M | -5% | 139k | 67.55 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.2 | $7.9M | +14% | 15k | 511.22 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.9 | $7.3M | 13k | 588.68 |
|
|
| Ishares Tr National Mun Etf (MUB) | 3.4 | $6.5M | 61k | 106.55 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.3 | $6.2M | NEW | 75k | 81.98 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.2 | $6.1M | +33% | 121k | 50.71 |
|
| Ishares Tr Global 100 Etf (IOO) | 3.1 | $5.9M | +21% | 59k | 100.77 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 3.1 | $5.8M | -11% | 143k | 40.57 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.9 | $5.5M | +17% | 57k | 96.53 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 2.7 | $5.0M | +11% | 200k | 25.30 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.6 | $4.9M | -66% | 49k | 100.60 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 2.6 | $4.9M | +24% | 60k | 80.66 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.3 | $4.3M | NEW | 49k | 87.90 |
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 2.0 | $3.8M | -3% | 69k | 54.36 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 1.7 | $3.3M | +5% | 46k | 71.43 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 1.4 | $2.6M | 46k | 57.31 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $2.4M | 9.0k | 264.13 |
|
|
| Ishares Tr Core Msci Pac (IPAC) | 1.2 | $2.2M | 36k | 61.10 |
|
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 1.1 | $2.2M | -3% | 85k | 25.58 |
|
| Ishares Tr Core Msci Euro (IEUR) | 1.1 | $2.2M | 40k | 53.98 |
|
|
| Apple (AAPL) | 1.1 | $2.0M | +6% | 8.2k | 250.42 |
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 1.1 | $2.0M | -9% | 49k | 40.68 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $2.0M | +11% | 2.1k | 916.35 |
|
| Microsoft Corporation (MSFT) | 1.0 | $1.9M | +16% | 4.5k | 421.50 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $1.9M | +11% | 14k | 134.28 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $1.7M | 19k | 89.08 |
|
|
| Amazon (AMZN) | 0.9 | $1.7M | +4% | 7.6k | 219.39 |
|
| Broadcom (AVGO) | 0.9 | $1.6M | -5% | 7.0k | 231.85 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.9 | $1.6M | -2% | 25k | 65.08 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.8 | $1.6M | +20% | 17k | 93.06 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.8 | $1.5M | -2% | 26k | 58.79 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $1.4M | 5.9k | 240.28 |
|
|
| Fiserv (FI) | 0.7 | $1.4M | +142% | 6.8k | 205.42 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.4M | +16% | 5.7k | 239.69 |
|
| Oracle Corporation (ORCL) | 0.7 | $1.3M | +2% | 8.0k | 166.66 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $946k | +30% | 10k | 92.45 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $870k | 4.6k | 190.43 |
|
|
| salesforce (CRM) | 0.4 | $752k | 2.2k | 334.41 |
|
|
| Home Depot (HD) | 0.4 | $750k | -2% | 1.9k | 389.06 |
|
| Copart (CPRT) | 0.4 | $744k | +3% | 13k | 57.39 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $740k | +4% | 3.7k | 197.46 |
|
| Kinder Morgan (KMI) | 0.4 | $720k | +19% | 26k | 27.40 |
|
| Automatic Data Processing (ADP) | 0.4 | $717k | +2105% | 2.4k | 292.71 |
|
| Wal-Mart Stores (WMT) | 0.4 | $709k | +17% | 7.9k | 90.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $707k | +17% | 3.7k | 189.30 |
|
| Monster Beverage Corp (MNST) | 0.4 | $700k | 13k | 52.56 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $690k | +2% | 1.2k | 585.33 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $667k | -54% | 863.00 | 772.34 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $665k | +30% | 1.3k | 526.50 |
|
| Bank of America Corporation (BAC) | 0.3 | $655k | +24% | 15k | 43.95 |
|
| Analog Devices (ADI) | 0.3 | $655k | +5% | 3.1k | 212.48 |
|
| Roper Industries (ROP) | 0.3 | $646k | +7% | 1.2k | 520.04 |
|
| Qualcomm (QCOM) | 0.3 | $635k | +7% | 4.1k | 153.61 |
|
| Southern Company (SO) | 0.3 | $621k | +39% | 7.5k | 82.32 |
|
| Caterpillar (CAT) | 0.3 | $616k | +29% | 1.7k | 362.80 |
|
| IDEXX Laboratories (IDXX) | 0.3 | $616k | +16% | 1.5k | 413.31 |
|
| UnitedHealth (UNH) | 0.3 | $615k | +42% | 1.2k | 505.92 |
|
| Kroger (KR) | 0.3 | $612k | +8% | 10k | 61.15 |
|
| Johnson & Johnson (JNJ) | 0.3 | $611k | +13% | 4.2k | 144.62 |
|
| Welltower Inc Com reit (WELL) | 0.3 | $611k | +9% | 4.8k | 126.02 |
|
| Waste Management (WM) | 0.3 | $609k | +39% | 3.0k | 201.77 |
|
| Metropcs Communications (TMUS) | 0.3 | $609k | +8% | 2.8k | 220.75 |
|
| Paychex (PAYX) | 0.3 | $603k | +8% | 4.3k | 140.21 |
|
| Chipotle Mexican Grill (CMG) | 0.3 | $601k | +49% | 10k | 60.30 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $597k | +44% | 1.2k | 485.90 |
|
| Alliant Energy Corporation (LNT) | 0.3 | $586k | +10% | 9.9k | 59.14 |
|
| Ball Corporation (BALL) | 0.3 | $580k | +50% | 11k | 55.13 |
|
| Eaton Corp SHS (ETN) | 0.3 | $562k | NEW | 1.7k | 331.81 |
|
| Emerson Electric (EMR) | 0.3 | $561k | +3668% | 4.5k | 123.94 |
|
| PerkinElmer (RVTY) | 0.3 | $557k | +16% | 5.0k | 111.60 |
|
| Fortive (FTV) | 0.3 | $554k | +11% | 7.4k | 74.99 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.3 | $551k | +8% | 13k | 43.05 |
|
| Marsh & McLennan Companies (MMC) | 0.3 | $550k | +14% | 2.6k | 212.37 |
|
| Cdw (CDW) | 0.3 | $524k | +37% | 3.0k | 174.05 |
|
| Ingersoll Rand (IR) | 0.3 | $522k | +10% | 5.8k | 90.46 |
|
| Phillips 66 (PSX) | 0.3 | $519k | +17% | 4.6k | 113.92 |
|
| Amgen (AMGN) | 0.2 | $471k | +23% | 1.8k | 260.65 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $355k | 7.0k | 50.71 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $293k | 5.8k | 50.13 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $264k | -41% | 2.7k | 96.93 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $243k | 5.0k | 48.42 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $240k | +4% | 2.2k | 107.57 |
|
| Netflix (NFLX) | 0.1 | $223k | -14% | 250.00 | 891.32 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $222k | 1.9k | 115.23 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $212k | -51% | 394.00 | 538.81 |
|
| American Centy Etf Tr Core Muni Fxd In (AVMU) | 0.1 | $188k | 4.1k | 46.13 |
|
|
| Tesla Motors (TSLA) | 0.1 | $174k | +8% | 432.00 | 403.51 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $159k | +27% | 2.2k | 71.91 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $139k | -3% | 1.3k | 108.59 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $117k | +8% | 1.9k | 60.74 |
|
| Nextera Energy (NEE) | 0.1 | $117k | 1.6k | 71.68 |
|
|
| At&t (T) | 0.1 | $114k | 5.0k | 22.77 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $110k | +9% | 2.4k | 44.92 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $107k | +2260% | 236.00 | 453.28 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $101k | +8% | 2.9k | 35.48 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $101k | -68% | 1.1k | 91.41 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $99k | 1.9k | 51.91 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $87k | +270% | 148.00 | 586.14 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.0 | $84k | NEW | 2.1k | 40.48 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $83k | NEW | 1.5k | 56.48 |
|
| Merck & Co (MRK) | 0.0 | $82k | 819.00 | 99.52 |
|
|
| Chevron Corporation (CVX) | 0.0 | $81k | 561.00 | 144.95 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $78k | -98% | 763.00 | 101.53 |
|
| Neos Etf Trust Nasdaq 100 Hdgd | 0.0 | $76k | NEW | 2.9k | 26.06 |
|
| Pepsi (PEP) | 0.0 | $69k | -15% | 452.00 | 152.16 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $67k | -50% | 715.00 | 93.68 |
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $67k | -2% | 3.4k | 19.84 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $64k | 305.00 | 210.44 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $61k | 639.00 | 95.47 |
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| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $60k | -55% | 1.1k | 52.30 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $59k | 556.00 | 106.52 |
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| Procter & Gamble Company (PG) | 0.0 | $58k | 346.00 | 167.86 |
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| Microstrategy Cl A New (MSTR) | 0.0 | $57k | NEW | 198.00 | 289.95 |
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| Walt Disney Company (DIS) | 0.0 | $57k | +9% | 515.00 | 111.46 |
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| Arista Networks Com Shs | 0.0 | $57k | NEW | 512.00 | 110.53 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $52k | NEW | 122.00 | 425.84 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $48k | 761.00 | 63.47 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $48k | 243.00 | 195.83 |
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| Wisdomtree Tr Intrst Rate Hdge (AGZD) | 0.0 | $46k | -99% | 2.0k | 22.46 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $45k | NEW | 237.00 | 190.88 |
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| Abbvie (ABBV) | 0.0 | $45k | 250.00 | 177.96 |
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| Coca-Cola Company (KO) | 0.0 | $44k | 710.00 | 62.27 |
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| Visa Com Cl A (V) | 0.0 | $43k | -57% | 137.00 | 315.04 |
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| Deere & Company (DE) | 0.0 | $42k | 100.00 | 423.70 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $42k | -34% | 123.00 | 342.16 |
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| Corning Incorporated (GLW) | 0.0 | $42k | 875.00 | 47.50 |
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| Pacer Fds Tr Us Chs Cws Gwt (BUL) | 0.0 | $41k | NEW | 890.00 | 46.36 |
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| Emcor (EME) | 0.0 | $41k | NEW | 89.00 | 454.74 |
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| Abbott Laboratories (ABT) | 0.0 | $37k | 327.00 | 113.20 |
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| Qorvo (QRVO) | 0.0 | $35k | 502.00 | 69.93 |
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| Illinois Tool Works (ITW) | 0.0 | $34k | 134.00 | 253.52 |
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| Boeing Company (BA) | 0.0 | $32k | +167% | 179.00 | 177.00 |
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| Sempra Energy (SRE) | 0.0 | $30k | 345.00 | 87.66 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $30k | -2% | 680.00 | 44.02 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $30k | 1.1k | 26.33 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $30k | 599.00 | 49.51 |
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| Cme (CME) | 0.0 | $28k | 122.00 | 231.82 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $27k | NEW | 1.2k | 22.98 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.0 | $25k | NEW | 516.00 | 48.91 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $23k | NEW | 798.00 | 28.42 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $21k | 150.00 | 139.50 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $21k | 289.00 | 71.00 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $21k | NEW | 1.1k | 18.23 |
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| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $20k | 168.00 | 119.34 |
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| First Tr Exchange Traded Indxx Nextg Etf (NXTG) | 0.0 | $20k | 235.00 | 85.29 |
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| Ishares Tr Exponential Tech (XT) | 0.0 | $20k | 334.00 | 59.66 |
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| Ishares Tr Glob Indstrl Etf (EXI) | 0.0 | $20k | 141.00 | 141.23 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $20k | NEW | 392.00 | 50.28 |
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| Enterprise Products Partners (EPD) | 0.0 | $20k | 625.00 | 31.35 |
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| Draftkings Com Cl A (DKNG) | 0.0 | $20k | -14% | 523.00 | 37.20 |
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| Altria (MO) | 0.0 | $19k | 371.00 | 52.36 |
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| Sun Life Financial (SLF) | 0.0 | $19k | 327.00 | 59.34 |
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| Consolidated Edison (ED) | 0.0 | $19k | 213.00 | 89.35 |
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| First Tr Value Line Divid In SHS (FVD) | 0.0 | $19k | 431.00 | 43.64 |
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| Super Micro Computer Com New (SMCI) | 0.0 | $19k | NEW | 443.00 | 42.04 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $19k | NEW | 288.00 | 64.47 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $18k | 85.00 | 215.49 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $17k | NEW | 299.00 | 57.50 |
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| McDonald's Corporation (MCD) | 0.0 | $17k | 58.00 | 290.02 |
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| Shell Spon Ads (SHEL) | 0.0 | $16k | 260.00 | 62.62 |
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| Sherwin-Williams Company (SHW) | 0.0 | $16k | 47.00 | 343.32 |
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| Verizon Communications (VZ) | 0.0 | $16k | +39300% | 394.00 | 39.99 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $16k | -24% | 132.00 | 117.53 |
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $15k | NEW | 168.00 | 91.68 |
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| Ecolab (ECL) | 0.0 | $15k | 65.00 | 233.03 |
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| Sap Se Spon Adr (SAP) | 0.0 | $15k | 60.00 | 246.22 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $15k | -79% | 239.00 | 61.37 |
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| Intel Corporation (INTC) | 0.0 | $15k | -46% | 724.00 | 20.04 |
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| Morgan Stanley Com New (MS) | 0.0 | $14k | 115.00 | 125.50 |
|
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| Vanguard World Utilities Etf (VPU) | 0.0 | $14k | NEW | 86.00 | 163.42 |
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| Rocket Lab Usa (RKLB) | 0.0 | $14k | NEW | 550.00 | 25.47 |
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| Honeywell International (HON) | 0.0 | $14k | +5% | 62.00 | 224.27 |
|
| Mgp Ingredients Inc Common Sto (MGPI) | 0.0 | $14k | NEW | 352.00 | 39.37 |
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| Bristol Myers Squibb (BMY) | 0.0 | $14k | 239.00 | 56.67 |
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| Diamondback Energy (FANG) | 0.0 | $13k | 79.00 | 163.84 |
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| Capital One Financial (COF) | 0.0 | $13k | 72.00 | 177.10 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $13k | -49% | 102.00 | 122.94 |
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| Renaissance Cap Greenwich Ipo Etf (IPO) | 0.0 | $11k | 244.00 | 43.57 |
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| Ge Aerospace Com New (GE) | 0.0 | $10k | +72% | 62.00 | 167.79 |
|
| Vistra Energy (VST) | 0.0 | $10k | NEW | 74.00 | 138.08 |
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| Upstart Hldgs (UPST) | 0.0 | $10k | NEW | 165.00 | 61.57 |
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| Shopify Cl A (SHOP) | 0.0 | $10k | NEW | 95.00 | 106.33 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $9.8k | 392.00 | 24.99 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $9.8k | 14.00 | 697.14 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $9.6k | -81% | 249.00 | 38.37 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $9.3k | -98% | 21.00 | 444.67 |
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| Bath & Body Works In (BBWI) | 0.0 | $9.0k | 233.00 | 38.70 |
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| Invesco SHS (IVZ) | 0.0 | $8.2k | NEW | 472.00 | 17.47 |
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| American Centy Etf Tr Real Estate Etf (AVRE) | 0.0 | $8.2k | -80% | 195.00 | 41.92 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $7.9k | 60.00 | 131.42 |
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| Halliburton Company (HAL) | 0.0 | $7.7k | 282.00 | 27.19 |
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| Propetro Hldg (PUMP) | 0.0 | $7.6k | NEW | 813.00 | 9.33 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $7.4k | NEW | 141.00 | 52.22 |
|
| Applied Digital Corp Com New (APLD) | 0.0 | $7.3k | NEW | 960.00 | 7.64 |
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| Southwest Airlines (LUV) | 0.0 | $7.2k | 214.00 | 33.62 |
|
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $7.1k | NEW | 395.00 | 17.93 |
|
| Robert Half International (RHI) | 0.0 | $7.0k | NEW | 100.00 | 70.46 |
|
| MetLife (MET) | 0.0 | $6.8k | 83.00 | 81.88 |
|
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $6.8k | 103.00 | 65.64 |
|
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| Snowflake Cl A (SNOW) | 0.0 | $6.2k | 40.00 | 154.40 |
|
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| Sea Sponsord Ads (SE) | 0.0 | $5.8k | NEW | 55.00 | 106.11 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $5.0k | NEW | 215.00 | 23.47 |
|
| Ge Vernova (GEV) | 0.0 | $4.9k | +66% | 15.00 | 328.93 |
|
| Lemonade (LMND) | 0.0 | $4.7k | NEW | 129.00 | 36.68 |
|
| Pinterest Cl A (PINS) | 0.0 | $4.4k | 150.00 | 29.00 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $4.3k | 73.00 | 58.73 |
|
|
| Doximity Cl A (DOCS) | 0.0 | $4.3k | NEW | 80.00 | 53.39 |
|
| Autodesk (ADSK) | 0.0 | $4.1k | 14.00 | 295.57 |
|
|
| Universal Corporation (UVV) | 0.0 | $4.1k | NEW | 75.00 | 54.84 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $3.8k | 33.00 | 115.48 |
|
|
| Wp Carey (WPC) | 0.0 | $3.8k | 70.00 | 54.13 |
|
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $3.7k | 103.00 | 36.36 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $3.7k | 50.00 | 74.34 |
|
|
| Digitalocean Hldgs (DOCN) | 0.0 | $3.4k | NEW | 100.00 | 34.07 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $3.0k | 7.00 | 431.00 |
|
|
| Yum! Brands (YUM) | 0.0 | $3.0k | 22.00 | 136.59 |
|
|
| Victorias Secret And Common Stock (VSCO) | 0.0 | $3.0k | 72.00 | 41.42 |
|
|
| Fiverr Intl Ord Shs (FVRR) | 0.0 | $2.9k | NEW | 90.00 | 31.73 |
|
| Confluent Class A Com (CFLT) | 0.0 | $2.8k | NEW | 100.00 | 27.96 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $2.8k | NEW | 70.00 | 39.36 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $2.6k | 14.00 | 184.07 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $2.5k | 265.00 | 9.33 |
|
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.0 | $2.3k | NEW | 110.00 | 21.26 |
|
| Asana Cl A (ASAN) | 0.0 | $2.3k | NEW | 115.00 | 20.27 |
|
| Uipath Cl A (PATH) | 0.0 | $2.2k | NEW | 175.00 | 12.71 |
|
| Carrier Global Corporation (CARR) | 0.0 | $2.2k | 32.00 | 68.41 |
|
|
| Prudential Financial (PRU) | 0.0 | $2.1k | 18.00 | 118.56 |
|
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $2.0k | NEW | 423.00 | 4.72 |
|
| Appian Corp Cl A (APPN) | 0.0 | $2.0k | NEW | 60.00 | 32.98 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $1.9k | 5.00 | 386.20 |
|
|
| Unity Software (U) | 0.0 | $1.8k | 80.00 | 22.48 |
|
|
| Jd.com Spon Ads Cl A (JD) | 0.0 | $1.8k | NEW | 51.00 | 34.57 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 0.0 | $1.6k | -96% | 26.00 | 62.96 |
|
| Genco Shipping & Trading SHS (GNK) | 0.0 | $1.6k | NEW | 112.00 | 14.00 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $1.6k | +66% | 20.00 | 78.40 |
|
| Ishares Tr Gov/cred Bd Etf (GBF) | 0.0 | $1.5k | NEW | 15.00 | 100.47 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $1.4k | 16.00 | 90.25 |
|
|
| Teladoc (TDOC) | 0.0 | $1.3k | NEW | 141.00 | 9.09 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.2k | -99% | 3.00 | 402.67 |
|
| Yum China Holdings (YUMC) | 0.0 | $962.000000 | 20.00 | 48.10 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $919.999500 | 15.00 | 61.33 |
|
|
| Hive Digital Technologies Lt Com New (HIVE) | 0.0 | $889.012800 | NEW | 312.00 | 2.85 |
|
| Ingevity (NGVT) | 0.0 | $815.000000 | NEW | 20.00 | 40.75 |
|
| Quantumscape Corp Com Cl A (QS) | 0.0 | $804.000500 | NEW | 155.00 | 5.19 |
|
| Palo Alto Networks (PANW) | 0.0 | $728.000000 | +100% | 4.00 | 182.00 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $694.000800 | NEW | 24.00 | 28.92 |
|
| Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $667.992500 | NEW | 175.00 | 3.82 |
|
| Hut 8 Corp (HUT) | 0.0 | $656.000000 | NEW | 32.00 | 20.50 |
|
| Newell Rubbermaid (NWL) | 0.0 | $640.000000 | 64.00 | 10.00 |
|
|
| Innoviz Technologies SHS (INVZ) | 0.0 | $630.000000 | NEW | 375.00 | 1.68 |
|
| Cronos Group (CRON) | 0.0 | $524.992000 | NEW | 260.00 | 2.02 |
|
| Lululemon Athletica (LULU) | 0.0 | $382.000000 | 1.00 | 382.00 |
|
|
| Donnelley Finl Solutions (DFIN) | 0.0 | $376.000200 | 6.00 | 62.67 |
|
|
| Intellicheck Com New (IDN) | 0.0 | $336.000000 | NEW | 120.00 | 2.80 |
|
| On Hldg Namen Akt A (ONON) | 0.0 | $328.999800 | NEW | 6.00 | 54.83 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $309.000800 | NEW | 38.00 | 8.13 |
|
| Uniti Group Inc Com reit (UNIT) | 0.0 | $291.998200 | +488% | 53.00 | 5.51 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $289.000000 | 5.00 | 57.80 |
|
|
| Toyota Motor Corp Ads (TM) | 0.0 | $195.000000 | -99% | 1.00 | 195.00 |
|
| Lumen Technologies (LUMN) | 0.0 | $180.999000 | 34.00 | 5.32 |
|
|
| Stem (STEM) | 0.0 | $138.989000 | NEW | 230.00 | 0.60 |
|
| Oncolytics Biotech Com New (ONCY) | 0.0 | $133.006000 | NEW | 146.00 | 0.91 |
|
| Pfizer (PFE) | 0.0 | $131.000000 | -99% | 5.00 | 26.20 |
|
| NET Lease Office Properties (NLOP) | 0.0 | $127.000000 | 4.00 | 31.75 |
|
|
| Globus Med Cl A (GMED) | 0.0 | $83.000000 | NEW | 1.00 | 83.00 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.0 | $50.000000 | 2.00 | 25.00 |
|
|
| D Fluidigm Corp Del (LAB) | 0.0 | $46.998900 | NEW | 27.00 | 1.74 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $42.000000 | 4.00 | 10.50 |
|
|
| Skillz Com Cl A (SKLZ) | 0.0 | $40.000000 | NEW | 8.00 | 5.00 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $36.000000 | 1.00 | 36.00 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $19.000000 | 1.00 | 19.00 |
|
|
| Siren Etf Tr Nsd Nxgn Eco Etf (BLCN) | 0.0 | $18.000000 | 1.00 | 18.00 |
|
|
| Energous Corp Com New (WATT) | 0.0 | $18.000000 | NEW | 18.00 | 1.00 |
|
| Talphera Com New (TLPH) | 0.0 | $5.000000 | NEW | 10.00 | 0.50 |
|
| Tnf Pharmaceuticals Com New (TNFA) | 0.0 | $3.000000 | NEW | 3.00 | 1.00 |
|
| Galmed Pharmaceuticals SHS (GLMD) | 0.0 | $3.000000 | NEW | 1.00 | 3.00 |
|
| Edesa Biotech Com New (EDSA) | 0.0 | $2.000000 | NEW | 1.00 | 2.00 |
|
| Nikola Corp Com New (NKLA) | 0.0 | $1.000000 | NEW | 1.00 | 1.00 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $0 | 0 | 0.00 |
|
|
| Cns Pharmaceuticals (CNSP) | 0.0 | $0 | NEW | 1.00 | 0.00 |
|
Past Filings by Dogwood Wealth Management
SEC 13F filings are viewable for Dogwood Wealth Management going back to 2024
- Dogwood Wealth Management 2024 Q2 filed March 4, 2025
- Dogwood Wealth Management 2024 Q4 filed March 4, 2025
- Dogwood Wealth Management 2023 Q4 filed Feb. 28, 2025
- Dogwood Wealth Management 2024 Q1 filed Feb. 28, 2025
- Dogwood Wealth Management 2024 Q3 filed Feb. 28, 2025