Dakota Wealth Management Incresed Positions in Q1 2025

Dakota Wealth Management

  • $4.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
487K
+ 35.78%
$91.45 - $91.75 $44.5M - $44.7M
1.85M $169M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
581K
+ 259.19%
$33.84 - $37.77 $19.7M - $22M
806K $29.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23.4K
+ 32.34%
$442.66 - $534.52 $10.4M - $12.5M
95.9K $51.1M
BSX
Boston Scientific Corp

Healthcare
165K
+ 242.5%
$89.38 - $106.18 $14.7M - $17.5M
233K $23.5M
JPM
Jpmorgan Chase & CO

Financial Services
65.1K
+ 34.05%
$225.19 - $279.95 $14.7M - $18.2M
256K $62.9M
SPMD
Spdr Portfolio

ETFs
162K
+ 249.5%
$50.21 - $57.73 $8.14M - $9.36M
227K $11.6M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.58K
+ 3.95%
$275.89 - $345.24 $989K - $1.24M
94.2K $32.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.45K
+ 18.41%
$1187.71 - $1432.58 $2.91M - $3.51M
15.7K $22.6M
ISRG
Intuitive Surgical Inc

Healthcare
14.1K
+ 157.22%
$476.63 - $610.45 $6.71M - $8.59M
23K $11.4M
PGR
Progressive Corp

Financial Services
1.39K
+ 1.1%
$235.61 - $291.22 $327K - $404K
128K $36.1M
V
Visa Inc.

Financial Services
1.76K
+ 1.48%
$306.92 - $362.71 $539K - $637K
120K $42.2M
VRSK
Verisk Analytics, Inc.

Industrials
15.6K
+ 783.13%
$268.63 - $301.33 $4.18M - $4.69M
17.5K $5.22M
PM
Philip Morris International Inc.

Consumer Defensive
21.9K
+ 93.2%
$117.15 - $158.79 $2.56M - $3.47M
45.3K $7.19M
ABT
Abbott Laboratories

Healthcare
9.3K
+ 5.9%
$111.1 - $140.22 $1.03M - $1.3M
167K $22.1M
NEM
Newmont Corp

Basic Materials
79.1K
+ 1096.73%
$37.79 - $48.39 $2.99M - $3.83M
86.3K $4.16M
TMUS
T Mobile Us, Inc.

Communication Services
6.24K
+ 14.85%
$211.3 - $272.83 $1.32M - $1.7M
48.3K $12.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
65.9K
+ 22.39%
$50.39 - $50.66 $3.32M - $3.34M
360K $18.2M
IAU
Ishares Gold Trust

ETFs
4.85K
+ 1.49%
$49.74 - $58.96 $241K - $286K
331K $19.5M
AMGN
Amgen Inc

Healthcare
3.96K
+ 11.02%
$258.59 - $327.36 $1.02M - $1.3M
39.9K $12.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
46.4K
+ 9.91%
$51.52 - $52.37 $2.39M - $2.43M
515K $27M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15.8K
+ 2.96%
$58.01 - $64.46 $919K - $1.02M
551K $34.2M
SPOT
Spotify Technology S.A.

Communication Services
4.41K
+ 192.41%
$457.79 - $648.32 $2.02M - $2.86M
6.7K $3.68M
BK
Bank Of New York Mellon Corp

Financial Services
17K
+ 9.76%
$75.42 - $88.95 $1.29M - $1.52M
192K $16.1M
WMT
Walmart Inc.

Consumer Defensive
31.4K
+ 43.51%
$84.5 - $105.05 $2.66M - $3.3M
104K $9.1M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
36.8K
+ 6.35%
$50.82 - $52.7 $1.87M - $1.94M
615K $32.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
13.4K
+ 267.64%
$142.8 - $176.36 $1.92M - $2.37M
18.5K $3.18M
MDT
Medtronic PLC

Healthcare
20.9K
+ 41.51%
$79.84 - $94.5 $1.67M - $1.98M
71.3K $6.41M
BMY
Bristol Myers Squibb CO

Healthcare
18.3K
+ 7.01%
$53.9 - $63.11 $984K - $1.15M
279K $17M
CBOE
Cboe Global Markets, Inc.

Financial Services
6.12K
+ 23.73%
$190.84 - $226.29 $1.17M - $1.38M
31.9K $7.22M
ABBV
Abb Vie Inc.

Healthcare
3.37K
+ 8.25%
$169.2 - $216.66 $571K - $731K
44.2K $9.27M
TJX
Tjx Companies Inc

Consumer Cyclical
15.1K
+ 12.86%
$112.81 - $126.16 $1.7M - $1.9M
132K $16.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.74K
+ 36.97%
$402.49 - $513.76 $1.1M - $1.41M
10.1K $4.92M
MBB
Ishares Tr

ETFs
16.1K
+ 7.99%
$90.37 - $94.08 $1.45M - $1.51M
217K $20.4M
COST
Costco Wholesale Corp

Consumer Defensive
109
+ 0.19%
$890.62 - $1076.86 $97.1K - $117K
56.1K $53.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
4.53K
+ 527.21%
$308.86 - $455.36 $1.4M - $2.06M
5.39K $1.9M
OKE
Oneok Inc

Energy
15.3K
+ 179.8%
$89.57 - $109.85 $1.37M - $1.68M
23.8K $2.36M
SUB
Ishares Short Term National Mu

ETFs
14.1K
+ 13.38%
$105.3 - $106.24 $1.48M - $1.5M
119K $12.6M
XLV
Select Sector Spdr Fund Health

ETFs
4.42K
+ 4.75%
$137.61 - $149.68 $608K - $661K
97.4K $14.2M
SE
Sea LTD

Consumer Cyclical
7.17K
+ 44.51%
$104.87 - $146.31 $752K - $1.05M
23.3K $3.04M
GLD
Spdr Gold Trust

ETFs
405
+ 1.74%
$243.19 - $288.14 $98.5K - $117K
23.7K $6.84M
VGIT
Vanguard Intermediate Term Tre

ETFs
15.3K
+ 8.41%
$57.44 - $59.4 $878K - $908K
197K $11.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11.1K
+ 2.77%
$169.43 - $182.84 $1.88M - $2.03M
412K $71.3M
SBLK
Star Bulk Carriers Corp.

Industrials
68.2K
+ 255.54%
$14.35 - $17.15 $978K - $1.17M
94.8K $1.48M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.14K
+ 3.61%
$56.51 - $62.98 $403K - $450K
205K $12.4M
O
Realty Income Corp

Real Estate
13.8K
+ 22.9%
$51.67 - $58.49 $711K - $805K
73.9K $4.29M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
17.3K
+ 5.93%
$42.18 - $45.16 $731K - $782K
309K $13.7M
KO
Coca Cola CO

Consumer Defensive
2.19K
+ 2.33%
$60.81 - $72.32 $133K - $158K
95.9K $6.87M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.51K
+ 1.55%
$95.85 - $99.25 $432K - $448K
295K $29.2M
JCI
Johnson Controls International PLC

Industrials
12.8K
+ 450.12%
$76.12 - $90.6 $975K - $1.16M
15.7K $1.25M
Activity Summary
Buys All Purchases 290 New Holdings 68 Increased Positions 222 Sells All Sells 365 Reductions 365 Sold out 0 Options Calls 1 Puts 3
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