Portfolio (Quarterly)
Guide ↗
Dogwood Wealth Management LLC
· CIK 0002056922| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SLDP | SOLID POWER INC | Industrials | 5,750 | $24K | 0.01% | SOLD |
| 2 | OKLO | OKLO INC | Utilities | 202 | $14K | 0.01% | SOLD |
| 3 | SMCI | SUPER MICRO COMPUTER INC | Technology | 443 | $13K | 0.01% | SOLD |
| 4 | SFM | SPROUTS FMRS MKT INC | Consumer Defensive | 114 | $9K | 0.00% | SOLD |
| 5 | CBSH | COMMERCE BANCSHARES INC | Financial Services | 168 | $9K | 0.00% | SOLD |
| 6 | PB | PROSPERITY BANCSHARES INC | Financial Services | 126 | $9K | 0.00% | SOLD |
| 7 | MGPI | MGP INGREDIENTS INC NEW | Consumer Defensive | 305 | $7K | 0.00% | SOLD |
| 8 | HNI | HNI CORP | Industrials | 172 | $7K | 0.00% | SOLD |
| 9 | THO | THOR INDS INC | Consumer Cyclical | 60 | $6K | 0.00% | SOLD |
| 10 | OMF | ONEMAIN HLDGS INC | Financial Services | 83 | $6K | 0.00% | SOLD |
| 11 | AAL | AMERICAN AIRLS GROUP INC | Industrials | 360 | $6K | 0.00% | SOLD |
| 12 | TEAM | ATLASSIAN CORPORATION | Technology | 32 | $5K | 0.00% | SOLD |
| 13 | VOYA | VOYA FINANCIAL INC | Financial Services | 69 | $5K | 0.00% | SOLD |
| 14 | RHI | ROBERT HALF INC. | Industrials | 174 | $5K | 0.00% | SOLD |
| 15 | CCL | CARNIVAL CORP | Consumer Cyclical | 147 | $4K | 0.00% | SOLD |
| 16 | UVV | UNIVERSAL CORP VA | Consumer Defensive | 75 | $4K | 0.00% | SOLD |
| 17 | MC | MOELIS & CO | Financial Services | 54 | $4K | 0.00% | SOLD |
| 18 | AVY | AVERY DENNISON CORP | Industrials | 20 | $4K | 0.00% | SOLD |
| 19 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 22 | $4K | 0.00% | SOLD |
| 20 | — | CSW INDUSTRIALS INC | — | 11 | $3K | 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%