Dakota Wealth Management Purchases in Q2 2025

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
13.5K
+ 4.09%
$56.1 - $64.74 $760K - $877K
345K $21.5M
UBER
Uber Technologies, Inc

Technology
10.4K
+ 21.48%
$64.62 - $93.3 $673K - $971K
58.9K $5.49M
VTI
Vanguard Total Stock Market Et

ETFs
1.5K
+ 2.93%
$243.75 - $303.93 $365K - $455K
52.5K $16M
PM
Philip Morris International Inc.

Consumer Defensive
4.61K
+ 10.17%
$149.23 - $184.95 $688K - $852K
49.9K $9.09M
PLTR
Palantir Technologies Inc.

Technology
2.41K
+ 8.16%
$74.01 - $144.25 $178K - $347K
31.9K $4.35M
APP
App Lovin Corp

Technology
529
+ 2.7%
$219.37 - $417.89 $116K - $221K
20.1K $7.03M
AMCR
Amcor PLC

Consumer Cyclical
198K
New
$8.57 - $9.81 $1.7M - $1.94M
198K $1.82M
SYK
Stryker Corp

Healthcare
2.81K
+ 9.83%
$337.37 - $395.63 $948K - $1.11M
31.4K $12.4M
COF
Capital One Financial Corp

Financial Services
944
+ 2.03%
$150.57 - $212.76 $142K - $201K
47.5K $10.1M
VEEV
Veeva Systems Inc

Healthcare
4.54K
+ 61.4%
$209.39 - $289.94 $950K - $1.32M
11.9K $3.44M
CYBR
Cyber Ark Software Ltd.

Technology
3.62K
+ 139.47%
$305.98 - $406.88 $1.11M - $1.47M
6.22K $2.53M
CPNG
Coupang, Inc.

Consumer Cyclical
49.6K
+ 244.63%
$19.76 - $30.81 $980K - $1.53M
69.8K $2.09M
ROL
Rollins Inc

Consumer Cyclical
24.3K
+ 20.97%
$50.65 - $58.58 $1.23M - $1.42M
140K $7.9M
CBOE
Cboe Global Markets, Inc.

Financial Services
5.9K
+ 18.49%
$205.81 - $234.23 $1.21M - $1.38M
37.8K $8.82M
VRSK
Verisk Analytics, Inc.

Industrials
4.21K
+ 23.98%
$277.03 - $321.33 $1.17M - $1.35M
21.7K $6.77M
ALLE
Allegion PLC

Industrials
10.7K
New
$118.52 - $145.64 $1.27M - $1.56M
10.7K $1.54M
PTC
Ptc Inc.

Technology
6.53K
+ 28.17%
$136.74 - $173.24 $892K - $1.13M
29.7K $5.12M
AMAT
Applied Materials Inc

Technology
6.52K
+ 114.8%
$126.95 - $183.52 $827K - $1.2M
12.2K $2.23M
FFIV
F5, Inc.

Technology
4.77K
New
$239.25 - $295.9 $1.14M - $1.41M
4.77K $1.4M
ROKU
Roku, Inc

Communication Services
9.53K
+ 30.96%
$55.1 - $87.89 $525K - $838K
40.3K $3.54M
RMD
Resmed Inc

Healthcare
3.01K
+ 19.84%
$204.54 - $258.0 $616K - $778K
18.2K $4.7M
BX
Blackstone Inc.

Financial Services
5.74K
+ 13.33%
$120.07 - $151.11 $689K - $867K
48.8K $7.3M
JBL
Jabil Inc

Technology
5.75K
New
$116.88 - $218.1 $672K - $1.25M
5.75K $1.25M
CEG
Constellation Energy Corp

Utilities
3.77K
New
$170.96 - $322.76 $645K - $1.22M
3.77K $1.22M
SCHW
Schwab Charles Corp

Financial Services
6.77K
+ 15.53%
$69.06 - $91.24 $467K - $618K
50.4K $4.6M
SRE
Sempra Energy

Utilities
11.1K
+ 15.92%
$63.78 - $78.91 $709K - $877K
80.9K $6.13M
CHWY
Chewy, Inc.

Consumer Cyclical
23.8K
+ 192.39%
$31.21 - $48.21 $742K - $1.15M
36.2K $1.54M
PAYC
Paycom Software, Inc.

Technology
3.68K
+ 16.56%
$193.07 - $265.71 $710K - $977K
25.9K $5.99M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
33.2K
+ 66.27%
$24.38 - $30.18 $808K - $1M
83.2K $2.51M
LHX
L3 Harris Technologies, Inc.

Industrials
163
+ 0.63%
$200.21 - $256.99 $32.6K - $41.9K
26K $6.53M
APLE
Apple Hospitality Reit, Inc.

Real Estate
118K
+ 53.78%
$10.66 - $12.92 $1.25M - $1.52M
336K $3.92M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
15.8K
New
$66.5 - $71.25 $1.05M - $1.13M
15.8K $1.1M
CELH
Celsius Holdings, Inc.

Consumer Defensive
22.6K
New
$33.89 - $46.39 $766K - $1.05M
22.6K $1.05M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
85.6K
New
$11.35 - $12.45 $972K - $1.07M
85.6K $1.02M
MPWR
Monolithic Power Systems Inc

Technology
1.19K
+ 121.26%
$455.19 - $737.73 $543K - $879K
2.18K $1.59M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
10.3K
+ 75.77%
$99.1 - $99.49 $1.02M - $1.02M
23.8K $2.37M
VGT
Vanguard Information Technolog

ETFs
395
+ 6.53%
$470.37 - $663.28 $186K - $262K
6.44K $4.27M
ESE
Esco Technologies Inc

Technology
5.1K
New
$139.86 - $194.5 $714K - $992K
5.1K $978K
TSLA
Tesla, Inc.

Consumer Cyclical
304
+ 2.02%
$221.86 - $362.89 $67.4K - $110K
15.4K $4.88M
XLB
Select Sector Spdr Fd Material

ETFs
7.45K
+ 4.24%
$74.27 - $88.92 $553K - $662K
183K $16.1M
BMI
Badger Meter Inc

Technology
3.98K
New
$170.72 - $254.17 $679K - $1.01M
3.98K $973K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
7.27K
New
$97.32 - $136.25 $708K - $991K
7.27K $925K
PHYS
Sprott Physical Gold Trust

Financial Services
31.9K
+ 35.75%
$22.82 - $26.29 $728K - $839K
121K $3.07M
KR
Kroger CO

Consumer Defensive
12.6K
New
$64.62 - $74.0 $816K - $935K
12.6K $906K
AXP
American Express CO

Financial Services
352
+ 2.25%
$231.39 - $318.98 $81.4K - $112K
16K $5.1M
BRO
Brown & Brown, Inc.

Financial Services
8.02K
New
$104.48 - $124.43 $838K - $998K
8.02K $889K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
8.88K
New
$78.85 - $101.3 $700K - $900K
8.88K $876K
VICI
Vici Properties Inc.

Real Estate
26.4K
New
$29.41 - $32.97 $778K - $872K
26.4K $862K
TDW
Tidewater Inc

Energy
18.4K
New
$32.27 - $48.26 $593K - $887K
18.4K $847K
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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