Dogwood Wealth Management LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$190.2M
Holdings
535
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (535 positions)
| Stock | Value |
|---|---|
FBNDFIDELITY MERRIMACK STR TR | $13.1M |
SPYVSPDR SER TR | $11.0M |
VTIVANGUARD INDEX FDS | $9.2M |
AVLCAMERICAN CENTY ETF TR | $8.5M |
NDQINVESCO QQQ TR | $7.5M |
SHYISHARES TR | $6.6M |
JAAAJANUS DETROIT STR TR | $6.5M |
MUBISHARES TR | $6.4M |
OUNZVANECK MERK GOLD ETF | $5.8M |
IOOISHARES TR | $5.8M |
AVIGAMERICAN CENTY ETF TR | $5.6M |
IVVISHARES TR | $5.5M |
AVUVAMERICAN CENTY ETF TR | $5.3M |
REGLPROSHARES TR | $5.1M |
STIPISHARES TR | $4.5M |
SPYGSPDR SER TR | $4.1M |
AVSCAMERICAN CENTY ETF TR | $3.3M |
SPTMSPDR SER TR | $2.6M |
USRTISHARES TR | $2.5M |
VOVANGUARD INDEX FDS | $2.3M |
IEURISHARES TR | $2.3M |
IPACISHARES TR | $2.2M |
COSTCOSTCO WHSL CORP NEW | $2.1M |
HYMBSPDR SER TR | $2.1M |
AAPLAPPLE INC | $2.1M |
MSFTMICROSOFT CORP | $2.0M |
HYGVFLEXSHARES TR | $1.9M |
VNQVANGUARD INDEX FDS | $1.8M |
NVDANVIDIA CORPORATION | $1.7M |
AVDVAMERICAN CENTY ETF TR | $1.7M |
IYRISHARES TR | $1.7M |
AVEMAMERICAN CENTY ETF TR | $1.5M |
AMZNAMAZON COM INC | $1.5M |
FISVFISERV INC | $1.5M |
JPMJPMORGAN CHASE & CO. | $1.4M |
VBVANGUARD INDEX FDS | $1.3M |
ORCLORACLE CORP | $1.2M |
AVGOBROADCOM INC | $1.2M |
IEFISHARES TR | $1.0M |
WELLWELLTOWER INC | $836K |
JNJJOHNSON & JOHNSON | $819K |
VVISA INC | $803K |
HDHOME DEPOT INC | $794K |
LLYELI LILLY & CO | $789K |
ADPAUTOMATIC DATA PROCESSING IN | $780K |
CVXCHEVRON CORP NEW | $779K |
TMUST-MOBILE US INC | $755K |
GOOGALPHABET INC | $749K |
ROPROPER TECHNOLOGIES INC | $742K |
KMIKINDER MORGAN INC DEL | $742K |
CPRTCOPART INC | $741K |
SOSOUTHERN CO | $740K |
KRKROGER CO | $733K |
WMTWALMART INC | $732K |
MAMASTERCARD INCORPORATED | $729K |
DUKDUKE ENERGY CORP NEW | $729K |
PAYXPAYCHEX INC | $725K |
WMWASTE MGMT INC DEL | $723K |
UNHUNITEDHEALTH GROUP INC | $720K |
MRSHMARSH & MCLENNAN COS INC | $719K |
METAMETA PLATFORMS INC | $709K |
LNTALLIANT ENERGY CORP | $708K |
QCOMQUALCOMM INC | $703K |
CRMSALESFORCE INC | $685K |
ADIANALOG DEVICES INC | $672K |
BACBANK AMERICA CORP | $668K |
SLGNSILGAN HLDGS INC | $667K |
GEGE AEROSPACE | $667K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $653K |
ISRGINTUITIVE SURGICAL INC | $645K |
FTVFORTIVE CORP | $641K |
PKNREVVITY INC | $640K |
AMEAMETEK INC | $638K |
CATCATERPILLAR INC | $633K |
APAMARTISAN PARTNERS ASSET MGMT | $625K |
GOOGLALPHABET INC | $622K |
CMGCHIPOTLE MEXICAN GRILL INC | $618K |
BKRBAKER HUGHES COMPANY | $612K |
ETNEATON CORP PLC | $584K |
BILSPDR SER TR | $578K |
EMREMERSON ELEC CO | $575K |
JMSTJ P MORGAN EXCHANGE TRADED F | $316K |
VTEBVANGUARD MUN BD FDS | $290K |
XOMEXXON MOBIL CORP | $280K |
AVUSAMERICAN CENTY ETF TR | $259K |
VTIPVANGUARD MALVERN FDS | $251K |
VOOVANGUARD INDEX FDS | $233K |
IJRISHARES TR | $208K |
AVMUAMERICAN CENTY ETF TR | $179K |
NFLXNETFLIX INC | $164K |
BNDVANGUARD BD INDEX FDS | $162K |
TAT&T INC | $148K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $146K |
IJSISHARES TR | $125K |
SCZISHARES TR | $123K |
NEENEXTERA ENERGY INC | $120K |
TSLATESLA INC | $117K |
DFIVDIMENSIONAL ETF TRUST | $113K |
COWZPACER FDS TR | $101K |
HYDVANECK ETF TRUST | $98K |
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