Dakota Wealth Management Purchases in Q2 2025

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
25.3K
+ 11.51%
$354.56 - $497.45 $8.98M - $12.6M
245K $122M
NVDA
Nvidia Corp

Technology
50.8K
+ 13.73%
$94.31 - $157.99 $4.79M - $8.02M
421K $66.5M
SPOT
Spotify Technology S.A.

Communication Services
25.7K
+ 383.53%
$503.3 - $775.9 $12.9M - $19.9M
32.4K $24.9M
CAT
Caterpillar Inc

Industrials
39.8K
+ 111.08%
$273.94 - $388.21 $10.9M - $15.5M
75.7K $29.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
301K
+ 37.34%
$32.66 - $40.75 $9.83M - $12.3M
1.11M $44.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.5K
+ 25.68%
$416.06 - $551.64 $7.28M - $9.65M
85.6K $47.2M
IBM
International Business Machines Corp

Technology
43.7K
+ 117.41%
$221.03 - $294.78 $9.65M - $12.9M
80.9K $23.8M
SPYG
Spdr Portfolio

ETFs
115K
+ 50.47%
$71.83 - $95.32 $8.28M - $11M
344K $32.8M
ORCL
Oracle Corp

Technology
10.2K
+ 7.24%
$122.82 - $218.63 $1.25M - $2.23M
151K $33.1M
CASY
Caseys General Stores Inc

Consumer Cyclical
25.6K
+ 2342.03%
$415.82 - $510.91 $10.6M - $13.1M
26.7K $13.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
21.9K
+ 406.01%
$321.63 - $509.31 $7.04M - $11.2M
27.3K $13.9M
SAP
Sap Se

Technology
37.1K
+ 1201.07%
$237.53 - $309.8 $8.81M - $11.5M
40.2K $12.2M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
226K
+ 25.33%
$35.35 - $42.68 $7.99M - $9.64M
1.12M $47.6M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
202K
+ 32.88%
$51.1 - $53.29 $10.3M - $10.8M
818K $43.6M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
179K
New
$47.63 - $60.01 $8.55M - $10.8M
179K $10.7M
NEM
Newmont Corp

Basic Materials
156K
+ 180.71%
$44.18 - $59.46 $6.89M - $9.27M
242K $14.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
179K
+ 39.13%
$45.11 - $52.34 $8.06M - $9.36M
636K $33.3M
V
Visa Inc.

Financial Services
26K
+ 21.56%
$308.27 - $373.31 $8M - $9.69M
146K $52M
MELI
Mercadolibre Inc

Consumer Cyclical
3.44K
+ 309.34%
$1794.73 - $2613.63 $6.18M - $9M
4.56K $11.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
172K
+ 33.51%
$51.68 - $52.76 $8.91M - $9.1M
687K $36.3M
MBB
Ishares Tr

ETFs
83.7K
+ 38.56%
$91.41 - $94.22 $7.65M - $7.88M
301K $28.2M
WM
Waste Management Inc

Industrials
35.2K
+ 50.86%
$216.47 - $242.1 $7.61M - $8.52M
104K $23.9M
GE
General Electric CO

Industrials
22.8K
+ 66.24%
$166.81 - $257.39 $3.8M - $5.87M
57.2K $14.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.18K
+ 6.86%
$496.48 - $617.85 $2.57M - $3.2M
80.7K $49.9M
SPMD
Spdr Portfolio

ETFs
121K
+ 53.1%
$44.89 - $54.38 $5.41M - $6.56M
348K $18.9M
CRM
Salesforce, Inc.

Technology
23.3K
+ 321.64%
$236.26 - $291.15 $5.5M - $6.78M
30.5K $8.32M
WRB
Berkley W R Corp

Financial Services
76.3K
New
$64.28 - $75.17 $4.91M - $5.74M
76.3K $5.61M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
24.6K
+ 4.47%
$55.54 - $69.09 $1.37M - $1.7M
575K $39.7M
ERJ
Embraer S.A.

Industrials
94.7K
New
$40.42 - $56.91 $3.83M - $5.39M
94.7K $5.39M
DPZ
Dominos Pizza Inc

Consumer Cyclical
11.1K
New
$430.72 - $497.52 $4.79M - $5.53M
11.1K $5.01M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.88K
+ 7.37%
$216.28 - $284.39 $1.27M - $1.67M
85.7K $24.4M
AMD
Advanced Micro Devices Inc

Technology
31.6K
+ 706.22%
$78.21 - $143.81 $2.47M - $4.54M
36K $5.11M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
54.7K
+ 20.91%
$82.21 - $83.12 $4.49M - $4.54M
316K $26.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
21.6K
+ 116.95%
$151.62 - $183.47 $3.27M - $3.96M
40K $7.34M
WMB
Williams Companies, Inc.

Energy
59.3K
+ 299.19%
$54.33 - $62.87 $3.22M - $3.73M
79.2K $4.97M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
34.1K
+ 11.57%
$96.84 - $99.46 $3.31M - $3.4M
329K $32.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
55.2K
+ 28.0%
$58.63 - $59.9 $3.23M - $3.3M
252K $15.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
63.4K
+ 17.6%
$50.36 - $50.68 $3.19M - $3.21M
424K $21.5M
CSCO
Cisco Systems, Inc.

Technology
20.7K
+ 9.86%
$53.19 - $69.38 $1.1M - $1.44M
231K $16M
TLT
Ishares Barclays 20+ Year Trea

ETFs
35.9K
+ 36.87%
$83.97 - $92.85 $3.01M - $3.33M
133K $11.8M
GS
Goldman Sachs Group Inc

Financial Services
456
+ 2.88%
$462.22 - $707.75 $211K - $323K
16.3K $11.5M
T
At&T Inc.

Communication Services
88K
+ 132.35%
$26.33 - $28.94 $2.32M - $2.55M
155K $4.47M
PANW
Palo Alto Networks Inc

Technology
5.95K
+ 15.02%
$152.44 - $204.64 $907K - $1.22M
45.6K $9.33M
EVRG
Evergy, Inc.

Utilities
36.7K
New
$64.06 - $69.64 $2.35M - $2.56M
36.7K $2.53M
SNOW
Snowflake Inc.

Technology
2.17K
+ 8.34%
$130.53 - $223.77 $283K - $485K
28.1K $6.3M
NOW
Service Now, Inc.

Technology
281
+ 3.12%
$721.65 - $1040.18 $203K - $292K
9.29K $9.55M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4.52K
+ 60.09%
$177.93 - $313.14 $804K - $1.42M
12K $3.77M
BSX
Boston Scientific Corp

Healthcare
5.7K
+ 2.45%
$89.7 - $107.41 $511K - $612K
239K $25.6M
ABT
Abbott Laboratories

Healthcare
11.2K
+ 6.72%
$123.95 - $138.08 $1.39M - $1.55M
178K $24.2M
Activity Summary
Buys All Purchases 352 New Holdings 76 Increased Positions 276 Sells All Sells 332 Reductions 332 Sold out 0 Options Calls 0 Puts 0
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