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Dogwood Wealth Management LLC

Q4 2023 · 13F-HR

Dogwood Wealth Management LLCholdings as filed

Filed 2025-02-28 · accession 0002056922-25-000001

$127.9M
Reported value
611
Positions
2023-12-31
Period end
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Holdings as filed

First 500 of 611

CUSIPTickerIssuerValue% port.SharesClassVoting
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71844V201PECOPHILLIPS EDISON & CO INC$114,8390.09%3,148CommonNONE
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58933Y105MRKMERCK & CO INC$87,4800.07%801CommonNONE
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12514G108CDWCDW CORP$80,1870.06%353CommonNONE
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384802104GWWGRAINGER W W INC$79,2640.06%96CommonNONE
G54950103LINLINDE PLC$78,5780.06%191CommonNONE
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34959J108FTVFORTIVE CORP$77,3010.06%1,050CommonNONE
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363576109AJGGALLAGHER ARTHUR J & CO$80.00%0CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$80.00%0CommonSOLE
053332102AZOAUTOZONE INC$80.00%0CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$80.00%0CommonSOLE
969457100WMBWILLIAMS COS INC$80.00%0CommonSOLE
370334104GISGENERAL MLS INC$70.00%0CommonSOLE
260557103DOWDOW INC$70.00%0CommonSOLE
46266C105IQVIQVIA HLDGS INC$70.00%0CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$70.00%0CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$70.00%0CommonSOLE
25746U109DDOMINION ENERGY INC$70.00%0CommonSOLE
37940X102GPNGLOBAL PMTS INC$70.00%0CommonSOLE
30161N101EXCEXELON CORP$70.00%0CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$70.00%0CommonSOLE
285512109EAELECTRONIC ARTS INC$70.00%0CommonSOLE
693506107PPGPPG INDS INC$70.00%0CommonSOLE
15135B101CNCCENTENE CORP DEL$70.00%0CommonSOLE
682189105ONON SEMICONDUCTOR CORP$70.00%0CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$70.00%0CommonSOLE
45168D104IDXXIDEXX LABS INC$70.00%0CommonSOLE
23331A109DHID R HORTON INC$70.00%0CommonSOLE
020002101ALLALLSTATE CORP$70.00%0CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$70.00%0CommonSOLE
871829107SYYSYSCO CORP$70.00%0CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$70.00%0CommonSOLE
03076C106AMPAMERIPRISE FINL INC$70.00%0CommonSOLE
34959E109FTNTFORTINET INC$70.00%0CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$70.00%0CommonSOLE
852234103XYZBLOCK INC$70.00%0CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$70.00%0CommonSOLE
69331C108PCGPG&E CORP$70.00%0CommonSOLE
778296103ROSTROSS STORES INC$70.00%0CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$70.00%0CommonSOLE
704326107PAYXPAYCHEX INC$70.00%0CommonSOLE
55354G100MSCIMSCI INC$70.00%0CommonSOLE
98389B100XELXCEL ENERGY INC$60.00%0CommonSOLE
253868103DLRDIGITAL RLTY TR INC$60.00%0CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$60.00%0CommonSOLE
756109104OREALTY INCOME CORP$60.00%0CommonSOLE
311900104FASTFASTENAL CO$60.00%0CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$60.00%0CommonSOLE
23804L103DDOGDATADOG INC$60.00%0CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$60.00%0CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$60.00%0CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$60.00%0CommonSOLE
518439104ELLAUDER ESTEE COS INC$60.00%0CommonSOLE
22160N109CSGPCOSTAR GROUP INC$60.00%0CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$60.00%0CommonSOLE
256677105DGDOLLAR GEN CORP NEW$60.00%0CommonSOLE
911363109URIUNITED RENTALS INC$60.00%0CommonSOLE
670346105NUENUCOR CORP$60.00%0CommonSOLE
231021106CMICUMMINS INC$60.00%0CommonSOLE
760759100RSGREPUBLIC SVCS INC$60.00%0CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$60.00%0CommonSOLE
526057104LENLENNAR CORP$60.00%0CommonSOLE
682680103OKEONEOK INC NEW$60.00%0CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$60.00%0CommonSOLE
09062X103BIIBBIOGEN INC$60.00%0CommonSOLE
03073E105CORCENCORA INC$60.00%0CommonSOLE
031100100AMEAMETEK INC$60.00%0CommonSOLE
22052L104CTVACORTEVA INC$60.00%0CommonSOLE
925652109VICIVICI PPTYS INC$50.00%0CommonSOLE
12504L109CBRECBRE GROUP INC$50.00%0CommonSOLE
929160109VMCVULCAN MATLS CO$50.00%0CommonSOLE
278642103EBAYEBAY INC.$50.00%0CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$50.00%0CommonSOLE
406216101HALHALLIBURTON CO$50.00%0CommonSOLE
693718108PCARPACCAR INC$50.00%0CommonSOLE
42809H107HESHESS CORP$50.00%0CommonSOLE
651639106NEMNEWMONT CORP$50.00%0CommonSOLE
74762E102QUREQUANTA SVCS INC$50.00%0CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$50.00%0CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$50.00%0CommonSOLE
427866108HSYHERSHEY CO$50.00%0CommonSOLE
03662Q105AKXANSYS INC$50.00%0CommonSOLE
857477103STTSTATE STR CORP$50.00%0CommonSOLE
60770K107MRNAMODERNA INC$50.00%0CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$50.00%0CommonSOLE
25809K105DASHDOORDASH INC$50.00%0CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$50.00%0CommonSOLE
256746108DLTRDOLLAR TREE INC$50.00%0CommonSOLE
294429105EFXEQUIFAX INC$50.00%0CommonSOLE
500754106KHCKRAFT HEINZ CO$50.00%0CommonSOLE
366651107ITGARTNER INC$50.00%0CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$50.00%0CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$50.00%0CommonSOLE
40434L105HPQHP INC$50.00%0CommonSOLE
922475108VEEVVEEVA SYS INC$50.00%0CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$40.00%0CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$40.00%0CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$40.00%0CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$40.00%0CommonSOLE
60937P106MDBMONGODB INC$40.00%0CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$40.00%0CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$40.00%0CommonSOLE
92939U106WECWEC ENERGY GROUP INC$40.00%0CommonSOLE
761152107RMDRESMED INC$40.00%0CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$40.00%0CommonSOLE
929740108WABWABTEC$40.00%0CommonSOLE
90384S303ULTAULTA BEAUTY INC$40.00%0CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$40.00%0CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$40.00%0CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$40.00%0CommonSOLE
848637104SPLKCHFSPLUNK INC$40.00%0CommonSOLE
92343E102VRSNVERISIGN INC$40.00%0CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$40.00%0CommonSOLE
247361702DALDELTA AIR LINES INC DEL$40.00%0CommonSOLE
443201108HWMHOWMET AEROSPACE INC$40.00%0CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$40.00%0CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$40.00%0CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$40.00%0CommonSOLE
316773100FITBFIFTH THIRD BANCORP$40.00%0CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$40.00%0CommonSOLE
443573100HUBSHUBSPOT INC$40.00%0CommonSOLE
260003108DOVDOVER CORP$40.00%0CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$40.00%0CommonSOLE
72352L106PINSPINTEREST INC$40.00%0CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$40.00%0CommonSOLE
281020107EIXEDISON INTL$40.00%0CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$40.00%0CommonSOLE
023608102AEEAMEREN CORP$30.00%0CommonSOLE
565849106MRO*MARATHON OIL CORP$30.00%0CommonSOLE
150870103CECELANESE CORP DEL$30.00%0CommonSOLE
98980G102ZSZSCALER INC$30.00%0CommonSOLE
46284V101IRMIRON MTN INC DEL$30.00%0CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$30.00%0CommonSOLE
574599106MASMASCO CORP$30.00%0CommonSOLE
46982L108JJACOBS SOLUTIONS INC$30.00%0CommonSOLE
92338C103VLTOVERALTO CORP$30.00%0CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$30.00%0CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$30.00%0CommonSOLE
858119100STLDSTEEL DYNAMICS INC$30.00%0CommonSOLE
115637209BF/BBROWN FORMAN CORP$30.00%0CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$30.00%0CommonSOLE
771049103RBLXROBLOX CORP$30.00%0CommonSOLE
880770102TERTERADYNE INC$30.00%0CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$30.00%0CommonSOLE
384109104GGGGRACO INC$30.00%0CommonSOLE
380237107GDDYGODADDY INC$30.00%0CommonSOLE
83304A106SNAPSNAP INC$30.00%0CommonSOLE
142339100CSLCARLISLE COS INC$30.00%0CommonSOLE
337932107FEFIRSTENERGY CORP$30.00%0CommonSOLE
570535104MKLMARKEL GROUP INC$30.00%0CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$30.00%0CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$30.00%0CommonSOLE
053611109AVYAVERY DENNISON CORP$30.00%0CommonSOLE
233331107DTEDTE ENERGY CO$30.00%0CommonSOLE
87612G101TRGPTARGA RES CORP$30.00%0CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$30.00%0CommonSOLE
29476L107EQREQUITY RESIDENTIAL$30.00%0CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$30.00%0CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$30.00%0CommonSOLE
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$30.00%0CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$30.00%0CommonSOLE
69370C100PTCPTC INC$30.00%0CommonSOLE
958102105WDCWESTERN DIGITAL CORP.$30.00%0CommonSOLE
92276F100VTRVENTAS INC$30.00%0CommonSOLE
681919106OMCOMNICOM GROUP INC$30.00%0CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$30.00%0CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$30.00%0CommonSOLE
125896100CMSCMS ENERGY CORP$30.00%0CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$30.00%0CommonSOLE
084423102WRBBERKLEY W R CORP$30.00%0CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$30.00%0CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$30.00%0CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$30.00%0CommonSOLE
071813109BAXBAXTER INTL INC$30.00%0CommonSOLE
372460105GPCGENUINE PARTS CO$30.00%0CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$30.00%0CommonSOLE
30040W108ESEVERSOURCE ENERGY$30.00%0CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$30.00%0CommonSOLE
172062101CINFCINCINNATI FINL CORP$30.00%0CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$30.00%0CommonSOLE
540424108LLOEWS CORP$30.00%0CommonSOLE
189054109CLXCLOROX CO DEL$30.00%0CommonSOLE
45167R104IEXIDEX CORP$30.00%0CommonSOLE
69351T106PPLPPL CORP$30.00%0CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$30.00%0CommonSOLE
655663102NDSNNORDSON CORP$30.00%0CommonSOLE
55261F104MTBM & T BK CORP$30.00%0CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$30.00%0CommonSOLE
127097103CTRACOTERRA ENERGY INC$30.00%0CommonSOLE
631103108NDAQNASDAQ INC$30.00%0CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$30.00%0CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.