Dakota Wealth Management Incresed Positions in Q3 2024

Dakota Wealth Management

  • $4.35 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
22.3K
+ 3.36%
$207.23 - $234.82 $4.62M - $5.24M
686K $160M
BLK
Black Rock Inc.

Financial Services
15.8K
+ 1293.53%
$782.27 - $949.51 $12.4M - $15M
17K $16.2M
BAC
Bank Of America Corp

Financial Services
342K
+ 180.14%
$36.65 - $44.13 $12.5M - $15.1M
531K $21.1M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
75K
+ 3935.22%
$138.85 - $182.81 $10.4M - $13.7M
76.9K $13.6M
HD
Home Depot, Inc.

Consumer Cyclical
25.7K
+ 62.17%
$333.64 - $405.2 $8.57M - $10.4M
67K $27.1M
PNR
Pentair PLC

Industrials
115K
+ 190.51%
$74.39 - $97.79 $8.57M - $11.3M
176K $17.2M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
30.5K
+ 796.71%
$320.55 - $412.94 $9.77M - $12.6M
34.3K $13.4M
ADBE
Adobe Inc.

Technology
21.9K
+ 197.85%
$508.13 - $586.55 $11.1M - $12.8M
32.9K $17.1M
MBB
Ishares Tr

ETFs
104K
+ 157.0%
$90.85 - $96.66 $9.49M - $10.1M
171K $16.4M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
173K
+ 67.34%
$50.85 - $53.88 $8.82M - $9.34M
431K $23.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
13.9K
+ 26.66%
$517.38 - $573.86 $7.17M - $7.95M
65.8K $37.8M
ETN
Eaton Corp PLC

Industrials
27.1K
+ 147.8%
$272.52 - $333.02 $7.38M - $9.02M
45.4K $15.1M
META
Meta Platforms, Inc.

Communication Services
4.74K
+ 4.95%
$453.41 - $572.44 $2.15M - $2.71M
100K $57.5M
IVV
Ishares Core S&P 500 ETF

ETFs
2K
+ 0.74%
$520.18 - $576.82 $1.04M - $1.16M
272K $157M
PGR
Progressive Corp

Financial Services
11.3K
+ 10.18%
$209.46 - $259.24 $2.37M - $2.93M
122K $31.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
120K
+ 20.34%
$41.02 - $46.01 $4.92M - $5.51M
709K $32.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
14K
+ 4.08%
$162.83 - $179.16 $2.28M - $2.51M
358K $64.1M
XLF
Financial Sector Spdr

ETFs
84.6K
+ 11.83%
$40.84 - $45.74 $3.45M - $3.87M
799K $36.2M
URI
United Rentals, Inc.

Industrials
7.15K
+ 183.01%
$627.41 - $814.1 $4.49M - $5.82M
11.1K $8.96M
CMI
Cummins Inc

Industrials
13.6K
+ 60.42%
$266.63 - $326.4 $3.63M - $4.45M
36.2K $11.7M
NFLX
Netflix Inc

Communication Services
5.85K
+ 15.6%
$598.55 - $722.26 $3.5M - $4.23M
43.4K $30.8M
IWM
Ishares Russell 2000 ETF

ETFs
9.73K
+ 5.48%
$200.87 - $224.6 $1.95M - $2.19M
187K $41.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
12.7K
+ 17.18%
$259.22 - $299.75 $3.29M - $3.81M
86.6K $24.4M
ORCL
Oracle Corp

Technology
9.81K
+ 8.33%
$125.9 - $170.35 $1.24M - $1.67M
128K $21.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
87.9K
+ 27.22%
$51.02 - $52.74 $4.48M - $4.63M
411K $21.6M
GNRC
Generac Holdings Inc.

Industrials
28.8K
+ 1402.49%
$133.16 - $159.78 $3.83M - $4.59M
30.8K $4.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
15.5K
+ 27.58%
$218.05 - $243.47 $3.38M - $3.77M
71.7K $17.5M
NOW
Service Now, Inc.

Technology
3.64K
+ 33.58%
$730.87 - $937.36 $2.66M - $3.41M
14.5K $12.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
51.2K
+ 12.69%
$48.51 - $52.86 $2.48M - $2.71M
455K $24M
ANET
Arista Networks, Inc.

Technology
9.72K
+ 80.74%
$311.42 - $388.21 $3.03M - $3.77M
21.7K $8.35M
IWR
Ishares Russell Mid Cap ETF

ETFs
11.6K
+ 2.63%
$79.92 - $88.19 $927K - $1.02M
452K $39.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.51K
+ 14.88%
$434.77 - $502.96 $3.27M - $3.78M
58K $28.3M
XOM
Exxon Mobil Corp

Energy
30.8K
+ 13.86%
$109.72 - $119.0 $3.38M - $3.67M
253K $29.7M
PG
Procter & Gamble CO

Consumer Defensive
19.3K
+ 22.51%
$160.76 - $177.82 $3.1M - $3.43M
105K $18.2M
OEF
Ishares S&P 100 ETF

ETFs
14.1K
+ 18.03%
$266.03 - $266.03 $3.74M - $3.74M
92.2K $24.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
41.8K
+ 18.75%
$81.31 - $83.29 $3.4M - $3.48M
265K $22M
MELI
Mercadolibre Inc

Consumer Cyclical
1.55K
+ 156.81%
$1591.44 - $2140.1 $2.47M - $3.33M
2.55K $5.22M
TFC
Truist Financial Corp

Financial Services
68K
+ 82.86%
$38.22 - $44.94 $2.6M - $3.05M
150K $6.41M
SWK
Stanley Black & Decker, Inc.

Industrials
26.7K
+ 394.19%
$77.75 - $110.17 $2.07M - $2.94M
33.4K $3.68M
JPM
Jpmorgan Chase & CO

Financial Services
7.25K
+ 3.97%
$194.9 - $224.8 $1.41M - $1.63M
190K $40M
MU
Micron Technology Inc

Technology
28.4K
+ 451.81%
$86.27 - $136.82 $2.45M - $3.88M
34.6K $3.59M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
63K
+ 44.54%
$33.74 - $37.96 $2.12M - $2.39M
204K $7.67M
SRE
Sempra Energy

Utilities
30.2K
+ 152.01%
$74.97 - $84.04 $2.26M - $2.54M
50K $4.18M
RACE
Ferrari N.V.

Consumer Cyclical
518
+ 1.32%
$405.92 - $496.79 $210K - $257K
39.7K $18.6M
BK
Bank Of New York Mellon Corp

Financial Services
10.8K
+ 6.99%
$59.54 - $72.17 $644K - $780K
165K $11.9M
UNH
Unitedhealth Group Inc

Healthcare
833
+ 3.03%
$488.01 - $604.18 $407K - $503K
28.3K $16.6M
SPMD
Spdr Portfolio

ETFs
41K
+ 214.94%
$50.29 - $54.92 $2.06M - $2.25M
60.1K $3.29M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
31K
+ 20.51%
$39.95 - $45.86 $1.24M - $1.42M
182K $8.31M
EMN
Eastman Chemical CO

Basic Materials
16.7K
+ 74.93%
$93.82 - $113.74 $1.57M - $1.9M
39K $4.36M
Activity Summary
Buys All Purchases 310 New Holdings 59 Increased Positions 251 Sells All Sells 345 Reductions 345 Sold out 0 Options Calls 4 Puts 3
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