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Dogwood Wealth Management LLC

Q1 2024 Holdings

Filed 2025-02-28 | 626 holdings | $147.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Regeneron Pharmaceuticals(REGN)COM75886F107$1200.0%
Analog Devices Inc(ADI)COM032654105$1200.0%
CVS Health Corp(CVS)COM126650100$1200.0%
Boston Scientific Corp(BSX)COM101137107$1200.0%
Chipotle Mexican Grill Inc(CMG)COM169656105$1200.0%
The Cigna Group(CI)COM125523100$1300.0%
United Parcel Service Inc(UPS)CL B911312106$1300.0%
TJX COS Inc New(TJX)COM872540109$1400.0%
Progressive Corp(PGR)COM743315103$1400.0%
T-Mobile US Inc(TMUS)COM872590104$1400.0%
Deere & Co(DE)COM244199105$1500.0%
Stryker Corporation(SYK)COM863667101$1500.0%
Citigroup Inc(C)COM NEW172967424$1500.0%
Elevance Health Inc(ELV)COM036752103$1500.0%
Schwab Charles Corp(SCHW)COM808513105$1500.0%
American Express Co(AXP)COM025816109$1600.0%
Micron Technology Inc(MU)COM595112103$1600.0%
Uber Technologies Inc(UBER)COM90353T100$1700.0%
Philip Morris Intl Inc(PM)COM718172109$1700.0%
S&P Global Inc(SPGI)COM78409V104$1700.0%
Goldman Sachs Group Inc(GS)COM38141G104$1700.0%
Amgen Inc(AMGN)COM031162100$1800.0%
Servicenow Inc(NOW)COM81762P102$1800.0%
Booking Holdings Inc(BKNG)COM09857L108$1800.0%
Danaher Corporation(DHR)COM235851102$1900.0%
Texas Instrs Inc(TXN)COM882508104$1900.0%
Lowes COS Inc(LOW)COM548661107$2000.0%
Conocophillips(COP)COM20825C104$2000.0%
Intuit(INTU)COM461202103$2100.0%
Verizon Communications Inc(VZ)COM92343V104$2110.0%
Applied Matls Inc(AMAT)COM038222105$2100.0%
Cisco SYS Inc(CSCO)COM17275R102$2500.0%
Wells Fargo Co New(WFC)COM949746101$2600.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$2700.0%
Salesforce Inc(CRM)COM79466L302$3400.0%
Advanced Micro Devices Inc(AMD)COM007903107$3400.0%
Warner Bros Discovery Inc(WBD)COM SER A934423104$3740.0%
Vanguard Intl Equity Index F(VNQI)GLB EX US ETF922042676$4410.0%
Exxon Mobil Corp(XOM)COM30231G102$5910.0%
Pfizer Inc(PFE)COM717081103$14950.0%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$15830.0%
Vanguard Scottsdale FDS(VTWO)VNG RUS2000IDX92206C664$26430.0%
Cava Group Inc(CAVA)COM148929102$28040.0%
Donnelley Finl Solutions Inc(DFIN)COM25787G100$37260.0%
Vanguard BD Index FDS(BIV)INTERMED TERM921937819$38550.0%
Newell Brands Inc(NWL)COM651229106$503630.0%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$50760.0%
Palo Alto Networks Inc(PANW)COM697435105$57820.0%
Fubotv Inc(FUBO)COM35953D104$6324000.0%
Vanguard BD Index FDS(BSV)SHORT TRM BOND921937827$70290.0%
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