Dogwood Wealth Management LLC Q4 2024 Filing
Filed February 28, 2025
Portfolio Value
$173.9M
Holdings
591
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (591 positions)
| Stock | Value |
|---|---|
STIPISHARES TR | $14.8M |
AVLCAMERICAN CENTY ETF TR | $9.8M |
SPYVSPDR SER TR | $9.1M |
VTIVANGUARD INDEX FDS | $8.1M |
IVVISHARES TR | $7.2M |
AVIGAMERICAN CENTY ETF TR | $6.9M |
MUBISHARES TR | $6.6M |
NDQINVESCO QQQ TR | $6.6M |
AGZDWISDOMTREE TR | $5.2M |
IOOISHARES TR | $4.8M |
AVUVAMERICAN CENTY ETF TR | $4.7M |
JAAAJANUS DETROIT STR TR | $4.6M |
OUNZVANECK MERK GOLD ETF | $4.5M |
IVWISHARES TR | $4.1M |
REGLPROSHARES TR | $4.0M |
AVSCAMERICAN CENTY ETF TR | $3.9M |
SPTMSPDR SER TR | $3.0M |
USRTISHARES TR | $2.9M |
IPACISHARES TR | $2.4M |
IEURISHARES TR | $2.4M |
VOVANGUARD INDEX FDS | $2.4M |
HYMBSPDR SER TR | $2.3M |
HYGVFLEXSHARES TR | $2.3M |
VNQVANGUARD INDEX FDS | $1.9M |
AVDVAMERICAN CENTY ETF TR | $1.8M |
AAPLAPPLE INC | $1.8M |
AVEMAMERICAN CENTY ETF TR | $1.7M |
COSTCOSTCO WHSL CORP NEW | $1.7M |
LLYELI LILLY & CO | $1.7M |
MSFTMICROSOFT CORP | $1.7M |
NVDANVIDIA CORPORATION | $1.5M |
IYRISHARES TR | $1.4M |
VBVANGUARD INDEX FDS | $1.4M |
AMZNAMAZON COM INC | $1.4M |
ORCLORACLE CORP | $1.3M |
AVGOBROADCOM INC | $1.3M |
JPMJPMORGAN CHASE & CO. | $1.0M |
HDHOME DEPOT INC | $803K |
IEFISHARES TR | $771K |
GOOGALPHABET INC | $758K |
MNSTMONSTER BEVERAGE CORP NEW | $683K |
ADIANALOG DEVICES INC | $671K |
METAMETA PLATFORMS INC | $657K |
CPRTCOPART INC | $656K |
QCOMQUALCOMM INC | $652K |
IDXXIDEXX LABS INC | $644K |
ROPROPER TECHNOLOGIES INC | $642K |
VRTXVERTEX PHARMACEUTICALS INC | $630K |
ADBEADOBE INC | $624K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $620K |
JNJJOHNSON & JOHNSON | $601K |
WELLWELLTOWER INC | $565K |
PKNREVVITY INC | $545K |
LNTALLIANT ENERGY CORP | $545K |
WMTWALMART INC | $539K |
PAYXPAYCHEX INC | $531K |
KRKROGER CO | $528K |
GOOGLALPHABET INC | $525K |
TMUST-MOBILE US INC | $525K |
FTVFORTIVE CORP | $522K |
CATCATERPILLAR INC | $513K |
IRINGERSOLL RAND INC | $511K |
APAMARTISAN PARTNERS ASSET MGMT | $511K |
PSXPHILLIPS 66 | $508K |
FISVFISERV INC | $507K |
MRSHMARSH & MCLENNAN COS INC | $506K |
TMTOYOTA MOTOR CORP | $506K |
UNHUNITEDHEALTH GROUP INC | $499K |
LMTLOCKHEED MARTIN CORP | $497K |
CDWCDW CORP | $497K |
KMIKINDER MORGAN INC DEL | $486K |
SOSOUTHERN CO | $486K |
MAMASTERCARD INCORPORATED | $479K |
BACBANK AMERICA CORP | $474K |
BALLBALL CORP | $473K |
AMGNAMGEN INC | $472K |
WMWASTE MGMT INC DEL | $450K |
AVUSAMERICAN CENTY ETF TR | $439K |
VOOVANGUARD INDEX FDS | $432K |
CMGCHIPOTLE MEXICAN GRILL INC | $383K |
JMSTJ P MORGAN EXCHANGE TRADED F | $355K |
BILSPDR SER TR | $321K |
VTEBVANGUARD MUN BD FDS | $299K |
XOMEXXON MOBIL CORP | $250K |
VTIPVANGUARD MALVERN FDS | $245K |
IJRISHARES TR | $229K |
NFLXNETFLIX INC | $207K |
GJANFIRST TR EXCHNG TRADED FD VI | $196K |
AVMUAMERICAN CENTY ETF TR | $192K |
IJSISHARES TR | $143K |
HYSPIMCO ETF TR | $137K |
NEENEXTERA ENERGY INC | $137K |
STPZPIMCO ETF TR | $136K |
BNDVANGUARD BD INDEX FDS | $130K |
SCZISHARES TR | $121K |
TAT&T INC | $110K |
TSLATESLA INC | $104K |
SCHBSCHWAB STRATEGIC TR | $103K |
SPSMSPDR SER TR | $101K |
HYDVANECK ETF TRUST | $101K |
Page 1 of 6Next