Portfolio (Quarterly)
Guide ↗
Dogwood Wealth Management LLC
· CIK 0002056922| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | ASTRAZENECA PLC | — | 30 | $3K | 0.00% | SOLD |
| 22 | SKYW | SKYWEST INC | Industrials | 27 | $3K | 0.00% | SOLD |
| 23 | TEM | TEMPUS AI INC | Healthcare | 41 | $2K | 0.00% | SOLD |
| 24 | NUS | NU SKIN ENTERPRISES INC | Consumer Defensive | 249 | $2K | 0.00% | SOLD |
| 25 | CCK | CROWN HLDGS INC | Consumer Cyclical | 23 | $2K | 0.00% | SOLD |
| 26 | FRME | FIRST MERCHANTS CORP | Financial Services | 62 | $2K | 0.00% | SOLD |
| 27 | G | GENPACT LIMITED | Technology | 48 | $2K | 0.00% | SOLD |
| 28 | TTEK | TETRA TECH INC NEW | Industrials | 65 | $2K | 0.00% | SOLD |
| 29 | CHE | CHEMED CORP NEW | Healthcare | 5 | $2K | 0.00% | SOLD |
| 30 | BNS | BANK NOVA SCOTIA HALIFAX | Financial Services | 27 | $2K | 0.00% | SOLD |
| 31 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 9 | $2K | 0.00% | SOLD |
| 32 | CAE | CAE INC | Industrials | 64 | $2K | 0.00% | SOLD |
| 33 | ZM | ZOOM COMMUNICATIONS INC | Technology | 21 | $2K | 0.00% | SOLD |
| 34 | AFRM | AFFIRM HLDGS INC | Technology | 24 | $2K | 0.00% | SOLD |
| 35 | — | EXACT SCIENCES CORP | — | 17 | $2K | 0.00% | SOLD |
| 36 | UNM | UNUM GROUP | Financial Services | 22 | $2K | 0.00% | SOLD |
| 37 | MEDP | MEDPACE HLDGS INC | Healthcare | 3 | $2K | 0.00% | SOLD |
| 38 | ALG | ALAMO GROUP INC | Industrials | 10 | $2K | 0.00% | SOLD |
| 39 | MDB | MONGODB INC | Technology | 4 | $2K | 0.00% | SOLD |
| 40 | OC | OWENS CORNING NEW | Industrials | 15 | $2K | 0.00% | SOLD |
Sector Allocation
Financial Services
34.2%
Technology
23.7%
Consumer Defensive
7.9%
Industrials
7.8%
Consumer Cyclical
6.2%
Communication Services
5.3%
Healthcare
4.9%
Utilities
3.7%
Energy
3.2%
Real Estate
2.4%