Fund HoldingsDogwood Wealth Management LLC

Total Portfolio Value
$190.19M
Total Bought
$15.01M
Total Sold
$10.78M
Net Transaction
+$4.23M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
FIDELITY MERRIMACK STR TR268,726285,514+16,78812,05813,0926.88%+1,035
VANECK MERK GOLD ETF(OUNZ)199,509193,164-6,3455,0485,8223.06%+774
VISA INC(V)02,291+2,29108030.42%+803
DUKE ENERGY CORP NEW(DUK)05,973+5,97307290.38%+729
CHEVRON CORP NEW(CVX)04,656+4,65607790.41%+779
SILGAN HLDGS INC(SLGN)013,051+13,05106670.35%+667
GE AEROSPACE(GE)03,332+3,33206670.35%+667
INTUITIVE SURGICAL INC01,302+1,30206450.34%+645
AMETEK INC03,708+3,70806380.34%+638
BAKER HUGHES COMPANY(BKR)013,933+13,93306120.32%+612
SPDR SER TR
ST STR BLO 1 ETF
06,304+6,30405780.30%+578
ISHARES TR75,32980,265+4,9366,1756,6403.49%+465
SPDR SER TR
ST STR P500VAL
206,496215,799+9,30310,56011,0215.79%+461
JANUS DETROIT STR TR
HENDRSON AAA CL
121,143127,414+6,2716,1436,4613.40%+318
WELLTOWER INC(WELL)4,8465,455+6096118360.44%+225
JOHNSON & JOHNSON(JNJ)4,2244,941+7176118190.43%+209
COSTCO WHSL CORP NEW(COST)2,1342,271+1371,9552,1481.13%+192
PROSHARES TR
S&P MDCP 400 DIV
60,38962,660+2,2714,8715,0542.66%+183
MARSH & MCLENNAN COS INC(MRSH)2,5892,948+3595507190.38%+170
T-MOBILE US INC(TMUS)2,7602,831+716097550.40%+146
ISHARES TR
CORE MSCI EURO
038,074+38,07402,2901.20%+2,290
ALLIANT ENERGY CORP(LNT)9,90211,005+1,1035867080.37%+123
ELI LILLY & CO(LLY)0955+95507890.41%+789
PAYCHEX INC(PAYX)4,3034,697+3946037250.38%+121
KROGER CO(KR)10,01110,834+8236127330.39%+121
MICROSOFT CORP(MSFT)4,5145,389+8751,9032,0231.06%+120
SOUTHERN CO(SO)7,5458,050+5056217400.39%+119
WASTE MGMT INC DEL(WM)3,0203,122+1026097230.38%+113
UNITEDHEALTH GROUP INC(UNH)1,2151,374+1596157200.38%+105
ROPER TECHNOLOGIES INC(ROP)01,259+1,25907420.39%+742
ISHARES TR16,79417,246+4521,5631,6510.87%+88
FORTIVE CORP(FTV)7,3838,763+1,3805546410.34%+88
REVVITY INC(RVTY)4,9876,052+1,0655576400.34%+84
FISERV INC(FISV)6,8276,715-1121,4021,4830.78%+80
JPMORGAN CHASE & CO.(JPM)5,7115,885+1741,3691,4440.76%+75
ARTISAN PARTNERS ASSET MGMT(APAM)12,79215,986+3,1945516250.33%+74
NEOS ETF TRUST
NASDAQ 100 HDGD
01,485+1,4850730.04%+73
QUALCOMM INC(QCOM)04,578+4,57807030.37%+703
ISHARES TR10,23010,591+3619461,0100.53%+64
MASTERCARD INCORPORATED(MA)1,2631,330+676657290.38%+64
AUTOMATIC DATA PROCESSING IN2,4482,536+887177800.41%+63
AMERICAN CENTY ETF TR023,802+23,80201,6600.87%+1,660
NOVO-NORDISK A S(NVO)0650+6500460.02%+46
HOME DEPOT INC(HD)02,167+2,16707940.42%+794
EXXON MOBIL CORP02,355+2,35502800.15%+280
BERKSHIRE HATHAWAY INC DEL236274+381071460.08%+39
AT&T INC(T)05,217+5,21701480.08%+148
SPROUTS FMRS MKT INC(SFM)0197+1970300.02%+30
VANGUARD INDEX FDS019,416+19,41601,7580.92%+1,758
COCA COLA CO(KO)0952+9520690.04%+69
ABBVIE INC(ABBV)0325+3250680.04%+68
WALMART INC(WMT)7,8518,316+4657097320.38%+23
EATON CORP PLC(ETN)1,6932,148+4555625840.31%+22
KINDER MORGAN INC DEL(KMI)26,27526,003-2727207420.39%+22
VANGUARD INDEX FDS0454+45402330.12%+233
META PLATFORMS INC(META)1,1791,231+526907090.37%+19
CHIPOTLE MEXICAN GRILL INC(CMG)9,96112,317+2,3566016180.33%+18
PACER FDS TR
US CASH COWS 100
1,4751,841+366831010.05%+18
ANALOG DEVICES INC(ADI)03,332+3,33206720.35%+672
CATERPILLAR INC(CAT)1,6981,919+2216166330.33%+17
WELLS FARGO CO NEW(WFC)0231+2310170.01%+17
SPOTIFY TECHNOLOGY S A(SPOT)029+290160.01%+16
PALANTIR TECHNOLOGIES INC(PLTR)0188+1880160.01%+16
ABBOTT LABS0390+3900520.03%+52
EMERSON ELEC CO(EMR)4,5225,244+7225605750.30%+14
PROCTER AND GAMBLE CO(PG)0426+4260730.04%+73
PROSHARES TR
ULTRAPRO QQQ
0249+2490140.01%+14
APPLE INC(AAPL)8,1589,259+1,1012,0432,0571.08%+14
BANK AMERICA CORP14,89516,002+1,1076556680.35%+13
CISCO SYS INC(CSCO)0208+2080130.01%+13
DEERE & CO(DE)100117+1742550.03%+13
ACCENTURE PLC IRELAND
SHS CLASS A
040+400120.01%+12
EMCOR GROUP INC(EME)89142+5340520.03%+12
CROWDSTRIKE HLDGS INC(CRWD)0152+1520540.03%+54
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
02,867+2,86701130.06%+113
AMPLIFY ETF TR2,0772,343+26684960.05%+11
PIMCO ETF TR
ENHAN SHRT MA AC
0109+1090110.01%+11
AMERICAN CENTY ETF TR0168+1680110.01%+11
INTUIT(INTU)017+170100.01%+10
TEXAS INSTRS INC(TXN)058+580100.01%+10
SERVICENOW INC(NOW)013+130100.01%+10
LINDE PLC(LIN)022+220100.01%+10
MEDTRONIC PLC(MDT)0111+1110100.01%+10
INTERNATIONAL BUSINESS MACHS(IBM)039+390100.01%+10
CME GROUP INC(CME)0142+1420380.02%+38
LOWES COS INC(LOW)039+39090.00%+9
MICRON TECHNOLOGY INC(MU)099+99090.00%+9
UNION PAC CORP(UNP)036+36090.00%+9
UBER TECHNOLOGIES INC(UBER)0113+113080.00%+8
APPLOVIN CORP(APP)029+29080.00%+8
MCDONALDS CORP(MCD)078+780240.01%+24
RTX CORPORATION(RTX)086+860110.01%+11
APPLIED MATLS INC052+52080.00%+8
INTEL CORP(INTC)0969+9690220.01%+22
VANGUARD MALVERN FDS05,022+5,02202510.13%+251
SCHWAB CHARLES CORP(SCHW)094+94070.00%+7
GILEAD SCIENCES INC(GILD)065+65070.00%+7
NEBIUS GROUP N.V.(NBIS)0333+333070.00%+7
COMCAST CORP NEW(CCZ)0190+190070.00%+7
CHUBB LIMITED
COM
023+23070.00%+7
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