Dakota Wealth Management Purchases in Q2 2025

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
4.09K
+ 14.82%
$274.32 - $302.46 $1.12M - $1.24M
31.6K $9.17M
GLD
Spdr Gold Trust

ETFs
1.38K
+ 5.81%
$273.71 - $316.29 $377K - $436K
25.1K $7.66M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4.92K
+ 9.57%
$103.88 - $123.68 $511K - $608K
56.3K $6.96M
IQV
Iqvia Holdings Inc.

Healthcare
5.08K
New
$137.0 - $174.37 $697K - $886K
5.08K $801K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.22K
+ 93.59%
$179.95 - $278.88 $399K - $619K
4.59K $1.28M
LYB
Lyondell Basell Industries N.V.

Basic Materials
13.3K
New
$53.23 - $70.65 $708K - $940K
13.3K $769K
VEA
Vanguard Ftse Developed Market

ETFs
11K
+ 55.0%
$45.65 - $57.01 $504K - $629K
31.1K $1.77M
URI
United Rentals, Inc.

Industrials
499
+ 18.33%
$551.94 - $753.4 $275K - $376K
3.22K $2.43M
JCI
Johnson Controls International PLC

Industrials
2.7K
+ 17.25%
$71.14 - $105.62 $192K - $285K
18.4K $1.94M
MUB
Ishares National Muni Bond ETF

ETFs
7.4K
+ 7.08%
$102.31 - $105.8 $758K - $783K
112K $11.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
847
+ 7.89%
$272.36 - $339.57 $231K - $288K
11.6K $3.93M
IT
Gartner Inc

Technology
2.14K
+ 14.46%
$377.5 - $449.52 $809K - $963K
17K $6.85M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.41K
+ 12.18%
$144.63 - $179.53 $348K - $432K
22.2K $3.65M
EXEL
Exelixis, Inc.

Healthcare
12.3K
+ 97.89%
$34.13 - $46.26 $419K - $568K
24.8K $1.09M
SHYD
Vaneck Short High Yield Muni E

ETFs
25.4K
+ 9.77%
$21.84 - $22.79 $554K - $578K
285K $6.44M
IDXX
Idexx Laboratories Inc

Healthcare
778
+ 53.66%
$361.04 - $536.34 $281K - $417K
2.23K $1.19M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
474
+ 13.39%
$328.01 - $475.68 $155K - $225K
4.01K $1.88M
CRDO
Credo Technology Group Holding LTD

Technology
5.45K
New
$33.3 - $95.05 $181K - $518K
5.45K $504K
HEI
Heico Corp

Industrials
1.52K
New
$236.44 - $328.0 $359K - $498K
1.52K $497K
NEU
Newmarket Corp

Basic Materials
710
New
$519.95 - $690.86 $369K - $491K
710 $490K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
17K
New
$25.26 - $29.45 $429K - $500K
17K $472K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
24.2K
+ 7.81%
$38.81 - $44.28 $938K - $1.07M
333K $14.2M
DDOG
Datadog, Inc.

Technology
2.34K
+ 55.86%
$87.0 - $134.33 $203K - $314K
6.52K $875K
UTI
Universal Technical Institute Inc

Consumer Defensive
3.97K
+ 10.06%
$25.25 - $35.9 $100K - $143K
43.5K $1.47M
DOX
Amdocs LTD

Technology
5.02K
New
$80.46 - $94.08 $404K - $472K
5.02K $457K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
10.1K
+ 74.46%
$43.63 - $45.4 $440K - $458K
23.6K $1.06M
SHOP
Shopify Inc.

Technology
2.32K
+ 27.21%
$76.89 - $115.35 $178K - $267K
10.8K $1.25M
VZ
Verizon Communications Inc

Communication Services
17.3K
+ 11.32%
$41.67 - $45.62 $720K - $789K
170K $7.35M
ROLL
Rbc Bearings Inc

Industrials
1.63K
New
N/A
1.63K $401K
AER
Aer Cap Holdings N.V.

Industrials
2.53K
+ 41.22%
$88.97 - $117.24 $225K - $296K
8.66K $1.01M
ETR
Entergy Corp

Utilities
4.43K
New
$79.01 - $86.61 $350K - $383K
4.43K $367K
MAR
Marriott International Inc

Consumer Cyclical
348
+ 4.57%
$211.12 - $274.14 $73.5K - $95.4K
7.96K $2.17M
CARR
Carrier Global Corp

Industrials
1.31K
+ 4.9%
$55.55 - $75.83 $72.9K - $99.5K
28.1K $2.06M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
7.1K
New
$25.35 - $64.65 $180K - $459K
7.1K $353K
HYG
Ishares Tr

ETFs
4.02K
+ 25.49%
$75.75 - $80.65 $304K - $324K
19.8K $1.59M
VLO
Valero Energy Corp

Energy
2.41K
+ 23.4%
$104.69 - $141.77 $252K - $341K
12.7K $1.71M
GXO
Gxo Logistics, Inc.

Industrials
465
+ 1.38%
$31.53 - $49.1 $14.7K - $22.8K
34.2K $1.66M
ADI
Analog Devices Inc

Technology
76
+ 0.85%
$164.6 - $238.02 $12.5K - $18.1K
9.03K $2.15M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
8.67K
New
$32.99 - $38.56 $286K - $334K
8.67K $329K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.63K
New
$49.95 - $128.54 $131K - $338K
2.63K $327K
XPO
Xpo Logistics, Inc.

Industrials
930
+ 8.43%
$91.46 - $128.1 $85.1K - $119K
12K $1.51M
INOD
Innodata Inc

Technology
6.26K
New
$29.68 - $51.96 $186K - $325K
6.26K $320K
EHC
Encompass Health Corp

Healthcare
2.59K
New
$96.12 - $122.63 $249K - $317K
2.59K $317K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
315
+ 0.77%
$58.41 - $72.69 $18.4K - $22.9K
41.3K $3M
MS
Morgan Stanley

Financial Services
345
+ 3.27%
$99.83 - $140.86 $34.4K - $48.6K
10.9K $1.54M
KTF
Dws Municipal Income Trust

Financial Services
38.1K
+ 50.25%
$8.73 - $9.46 $333K - $361K
114K $1.01M
UPS
United Parcel Service Inc

Industrials
4.02K
+ 32.09%
$91.92 - $110.2 $369K - $443K
16.5K $1.67M
GTLS
Chart Industries Inc

Industrials
1.55K
+ 109.08%
$115.08 - $175.5 $178K - $272K
2.97K $489K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
11.9K
New
$21.27 - $26.73 $253K - $318K
11.9K $260K
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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