Portfolio (Quarterly)
Guide ↗
Dogwood Wealth Management LLC
· CIK 0002056922| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | IBEX | IBEX LTD | Technology | 43 | $2K | 0.00% | SOLD |
| 42 | TPB | TURNING PT BRANDS INC | Consumer Defensive | 15 | $2K | 0.00% | SOLD |
| 43 | PSO | PEARSON PLC | Communication Services | 115 | $2K | 0.00% | SOLD |
| 44 | ALLE | ALLEGION PLC | Industrials | 10 | $2K | 0.00% | SOLD |
| 45 | ASAN | ASANA INC | Technology | 115 | $2K | 0.00% | SOLD |
| 46 | PRG | PROG HOLDINGS INC | Industrials | 51 | $2K | 0.00% | SOLD |
| 47 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 10 | $1K | — | SOLD |
| 48 | ZS | ZSCALER INC | Technology | 4 | $900.0 | — | SOLD |
| 49 | FG | F&G ANNUITIES & LIFE INC | Financial Services | 26 | $802.0 | — | SOLD |
| 50 | ALAB | ASTERA LABS INC | Technology | 4 | $665.0 | — | SOLD |
| 51 | CG | CARLYLE GROUP INC | Financial Services | 8 | $473.0 | — | SOLD |
| 52 | HWKN | HAWKINS INC | Basic Materials | 3 | $426.0 | — | SOLD |
| 53 | GPC | GENUINE PARTS CO | Consumer Cyclical | 3 | $369.0 | — | SOLD |
| 54 | LPLA | LPL FINL HLDGS INC | Financial Services | 1 | $357.0 | — | SOLD |
| 55 | ALLY | ALLY FINL INC | Financial Services | 7 | $317.0 | — | SOLD |
| 56 | RGTI | RIGETTI COMPUTING INC | Technology | 12 | $266.0 | — | SOLD |
| 57 | HUM | HUMANA INC | Healthcare | 1 | $256.0 | — | SOLD |
| 58 | VLTO | VERALTO CORP | Industrials | 2 | $200.0 | — | SOLD |
| 59 | AAP | ADVANCE AUTO PARTS INC | Consumer Cyclical | 5 | $196.0 | — | SOLD |
| 60 | EXPI | EXP WORLD HLDGS INC | Real Estate | 19 | $172.0 | — | 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%