Dakota Wealth Management Incresed Positions in Q4 2024

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
419K
+ 44.51%
$91.29 - $91.8 $38.2M - $38.5M
1.36M $124M
CRM
Salesforce, Inc.

Technology
48.5K
+ 664.78%
$270.87 - $367.87 $13.1M - $17.8M
55.7K $18.6M
BMY
Bristol Myers Squibb CO

Healthcare
206K
+ 377.42%
$51.92 - $59.94 $10.7M - $12.3M
260K $14.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
166K
+ 1035.13%
$57.78 - $60.4 $9.57M - $10M
182K $10.5M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
148K
+ 34.24%
$51.33 - $53.74 $7.57M - $7.93M
578K $29.8M
GOOGL
Alphabet Inc.

Communication Services
3.52K
+ 1.45%
$161.86 - $196.66 $569K - $691K
245K $46.4M
ABT
Abbott Laboratories

Healthcare
55.7K
+ 54.64%
$111.93 - $119.39 $6.24M - $6.65M
158K $17.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
42.9K
+ 11.99%
$174.22 - $187.62 $7.48M - $8.05M
401K $70.2M
V
Visa Inc.

Financial Services
4.1K
+ 3.58%
$273.87 - $320.91 $1.12M - $1.32M
119K $37.5M
JPM
Jpmorgan Chase & CO

Financial Services
1.53K
+ 0.81%
$205.18 - $250.29 $315K - $384K
191K $45.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
68.6K
+ 25.91%
$81.68 - $82.93 $5.61M - $5.69M
333K $27.3M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
110K
+ 60.4%
$43.02 - $47.32 $4.73M - $5.2M
292K $12.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
100K
+ 14.14%
$44.33 - $49.55 $4.44M - $4.97M
809K $36.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.74K
+ 8.17%
$481.22 - $538.17 $2.28M - $2.55M
62.7K $32.1M
IVV
Ishares Core S&P 500 ETF

ETFs
624
+ 0.23%
$570.51 - $610.59 $356K - $381K
272K $160M
CB
Chubb LTD

Financial Services
11.5K
+ 67.79%
$271.57 - $301.89 $3.12M - $3.46M
28.4K $7.85M
GNRC
Generac Holdings Inc.

Industrials
18.2K
+ 59.08%
$154.28 - $195.11 $2.81M - $3.55M
49K $7.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
57.6K
+ 14.03%
$51.54 - $52.55 $2.97M - $3.03M
468K $24.2M
HD
Home Depot, Inc.

Consumer Cyclical
9.4K
+ 14.04%
$385.02 - $431.37 $3.62M - $4.06M
76.4K $29.7M
OEF
Ishares S&P 100 ETF

ETFs
8.63K
+ 9.36%
N/A
101K $26.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.42K
+ 7.56%
$241.48 - $274.89 $1.31M - $1.49M
77.1K $19.6M
CMI
Cummins Inc

Industrials
3.31K
+ 9.15%
$324.93 - $383.42 $1.08M - $1.27M
39.5K $13.8M
MBB
Ishares Tr

ETFs
30K
+ 17.51%
$91.26 - $95.82 $2.73M - $2.87M
201K $18.4M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4.58K
+ 182.75%
$260.53 - $404.79 $1.19M - $1.85M
7.08K $2.71M
META
Meta Platforms, Inc.

Communication Services
366
+ 0.36%
$554.08 - $632.68 $203K - $232K
101K $59.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.65K
+ 99.44%
$172.07 - $207.36 $1.49M - $1.79M
17.4K $3.43M
SPYG
Spdr Portfolio

ETFs
9.75K
+ 4.77%
$81.74 - $91.38 $797K - $891K
214K $18.8M
PNR
Pentair PLC

Industrials
13.3K
+ 7.57%
$95.0 - $109.21 $1.26M - $1.45M
189K $19M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
37.1K
+ 14.41%
$50.37 - $50.6 $1.87M - $1.88M
294K $14.8M
IWM
Ishares Russell 2000 ETF

ETFs
7.32K
+ 3.91%
$216.13 - $242.4 $1.58M - $1.77M
195K $43M
BK
Bank Of New York Mellon Corp

Financial Services
9.17K
+ 5.54%
$70.82 - $81.87 $649K - $751K
175K $13.4M
XLC
Select Sector Spdr Tr Communic

ETFs
5.55K
+ 3.83%
$89.66 - $102.16 $498K - $567K
151K $14.6M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
9.71K
+ 86.82%
$110.69 - $154.48 $1.08M - $1.5M
20.9K $2.66M
AXON
Axon Enterprise, Inc.

Industrials
1.28K
+ 38.25%
$399.22 - $689.78 $512K - $884K
4.63K $2.75M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
829
+ 6.65%
$1146.59 - $1270.6 $951K - $1.05M
13.3K $15.8M
TMUS
T Mobile Us, Inc.

Communication Services
3.85K
+ 10.09%
$206.1 - $246.94 $794K - $951K
42K $9.28M
IWD
Ishares Russell 1000 Val ETF

ETFs
7.56K
+ 175.18%
$183.23 - $199.79 $1.39M - $1.51M
11.9K $2.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.02K
+ 4.64%
$278.49 - $315.16 $1.12M - $1.27M
90.6K $25.7M
ETN
Eaton Corp PLC

Industrials
4.01K
+ 8.83%
$326.96 - $377.52 $1.31M - $1.51M
49.4K $16.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
13.9K
+ 3.09%
$87.25 - $95.52 $1.22M - $1.33M
466K $41.2M
BX
Blackstone Inc.

Financial Services
4.16K
+ 12.77%
$148.45 - $199.05 $617K - $827K
36.7K $6.33M
TJX
Tjx Companies Inc

Consumer Cyclical
7.7K
+ 7.03%
$112.15 - $127.2 $863K - $979K
117K $14.1M
TTD
Trade Desk, Inc.

Technology
9.56K
+ 55.07%
$108.7 - $139.51 $1.04M - $1.33M
26.9K $3.17M
BSX
Boston Scientific Corp

Healthcare
10.2K
+ 17.69%
$83.62 - $91.5 $855K - $935K
68K $6.08M
PANW
Palo Alto Networks Inc

Technology
21.2K
+ 127.25%
$181.96 - $405.9 $3.87M - $8.62M
37.9K $6.9M
QTWO
Q2 Holdings, Inc.

Technology
10.5K
+ 189.77%
$77.81 - $110.85 $817K - $1.16M
16K $1.61M
FCN
Fti Consulting, Inc

Industrials
5.55K
+ 570.2%
$190.39 - $231.2 $1.06M - $1.28M
6.52K $1.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.56K
+ 9.48%
$521.84 - $558.82 $813K - $871K
18K $9.69M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
34.9K
+ 7.66%
$51.09 - $55.27 $1.78M - $1.93M
490K $25M
Activity Summary
Buys All Purchases 331 New Holdings 77 Increased Positions 254 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 3
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