Dakota Wealth Management Incresed Positions in Q3 2025

Dakota Wealth Management

  • $4.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
39.6K
+ 20.79%
$174.36 - $254.72 $6.91M - $10.1M
230K $55.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
18.7K
+ 23.12%
$617.65 - $666.84 $11.5M - $12.4M
99.4K $66.2M
CSCO
Cisco Systems, Inc.

Technology
210K
+ 91.06%
$66.2 - $71.79 $13.9M - $15.1M
441K $30.2M
PWR
Quanta Services, Inc.

Industrials
26.6K
+ 134.59%
$372.29 - $421.68 $9.9M - $11.2M
46.4K $19.2M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
166K
+ 20.26%
$52.55 - $54.37 $8.71M - $9.01M
983K $53.2M
APP
App Lovin Corp

Technology
2.97K
+ 14.78%
$335.1 - $718.54 $995K - $2.13M
23.1K $16.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
108K
+ 9.66%
$42.26 - $47.16 $4.57M - $5.1M
1.23M $56.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
83.9K
+ 25.48%
$97.75 - $100.75 $8.2M - $8.45M
413K $41.4M
MDT
Medtronic PLC

Healthcare
81.9K
+ 109.46%
$87.67 - $95.74 $7.18M - $7.84M
157K $14.9M
HD
Home Depot, Inc.

Consumer Cyclical
17.1K
+ 47.19%
$357.4 - $423.42 $6.11M - $7.24M
53.3K $21.6M
QCOM
Qualcomm Inc

Technology
44.7K
+ 159.37%
$145.84 - $173.55 $6.52M - $7.76M
72.7K $12.1M
MS
Morgan Stanley

Financial Services
39.9K
+ 366.4%
$139.09 - $161.16 $5.55M - $6.44M
50.8K $8.08M
MBB
Ishares Tr

ETFs
62.9K
+ 20.92%
$92.46 - $95.73 $5.82M - $6.02M
364K $34.6M
SPMD
Spdr Portfolio

ETFs
83.5K
+ 24.0%
$54.43 - $58.29 $4.54M - $4.87M
431K $24.7M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
83.8K
+ 46.67%
$57.5 - $61.94 $4.82M - $5.19M
263K $16.3M
BK
Bank Of New York Mellon Corp

Financial Services
19.8K
+ 11.23%
$90.65 - $109.75 $1.8M - $2.18M
196K $21.4M
TJX
Tjx Companies Inc

Consumer Cyclical
16.1K
+ 13.68%
$121.35 - $144.54 $1.95M - $2.32M
134K $19.3M
UBER
Uber Technologies, Inc

Technology
43.9K
+ 74.54%
$86.91 - $99.57 $3.81M - $4.37M
103K $10.1M
GS
Goldman Sachs Group Inc

Financial Services
3.89K
+ 23.84%
$696.56 - $806.32 $2.71M - $3.14M
20.2K $16.1M
GE
General Electric CO

Industrials
5.83K
+ 10.18%
$244.75 - $305.63 $1.43M - $1.78M
63K $19M
UNH
Unitedhealth Group Inc

Healthcare
10.4K
+ 65.34%
$237.77 - $353.61 $2.48M - $3.69M
26.4K $9.11M
CBOE
Cboe Global Markets, Inc.

Financial Services
12.2K
+ 32.19%
$231.35 - $253.24 $2.81M - $3.08M
50K $12.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
57.4K
+ 8.35%
$52.39 - $53.11 $3.01M - $3.05M
745K $39.5M
VRT
Vertiv Holdings CO

Industrials
36.6K
+ 753.41%
N/A
41.5K $3.59M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.53K
+ 1.48%
$68.24 - $73.73 $582K - $629K
584K $42.9M
XOM
Exxon Mobil Corp

Energy
16.3K
+ 6.63%
$105.83 - $117.22 $1.72M - $1.91M
262K $29.5M
ABT
Abbott Laboratories

Healthcare
24.6K
+ 13.81%
$120.51 - $136.62 $2.97M - $3.36M
203K $27.2M
PTC
Ptc Inc.

Technology
9.28K
+ 31.25%
$173.07 - $216.53 $1.61M - $2.01M
39K $7.91M
PFE
Pfizer Inc

Healthcare
87.3K
+ 33.44%
$23.29 - $25.88 $2.03M - $2.26M
348K $8.88M
SRE
Sempra Energy

Utilities
15.3K
+ 18.87%
$74.14 - $89.98 $1.13M - $1.37M
96.2K $8.66M
RMD
Resmed Inc

Healthcare
8.09K
+ 44.47%
$252.01 - $293.73 $2.04M - $2.38M
26.3K $7.2M
BX
Blackstone Inc.

Financial Services
8.25K
+ 16.89%
$152.77 - $188.68 $1.26M - $1.56M
57K $9.75M
AMD
Advanced Micro Devices Inc

Technology
8.93K
+ 24.78%
$134.8 - $184.42 $1.2M - $1.65M
45K $7.28M
GLD
Spdr Gold Trust

ETFs
2.48K
+ 9.88%
$300.96 - $355.47 $747K - $882K
27.6K $9.81M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
22.7K
+ 1.78%
$91.44 - $91.77 $2.07M - $2.08M
1.3M $119M
MPWR
Monolithic Power Systems Inc

Technology
1.82K
+ 83.82%
$711.24 - $922.81 $1.3M - $1.68M
4K $3.68M
ROL
Rollins Inc

Consumer Cyclical
26.9K
+ 19.19%
$55.05 - $58.74 $1.48M - $1.58M
167K $9.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.4K
+ 32.29%
$135.0 - $146.02 $1.4M - $1.51M
42.4K $6.18M
NLOK
Norton Life Lock Inc.

Technology
83.8K
+ 105.69%
N/A
163K $3.5M
PAUG
Innovator U.S. Equity Power Bu

ETFs
41.4K
+ 337.72%
$40.45 - $42.49 $1.67M - $1.76M
53.6K $2.28M
TMUS
T Mobile Us, Inc.

Communication Services
6.94K
+ 12.77%
$226.02 - $259.01 $1.57M - $1.8M
61.3K $14.7M
VTI
Vanguard Total Stock Market Et

ETFs
1.24K
+ 2.35%
$303.93 - $329.86 $375K - $407K
53.8K $17.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
31.5K
+ 7.45%
$50.47 - $50.74 $1.59M - $1.6M
455K $23.1M
IDXX
Idexx Laboratories Inc

Healthcare
2.02K
+ 90.44%
$514.61 - $682.78 $1.04M - $1.38M
4.24K $2.71M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
17K
+ 5.38%
$82.38 - $83.0 $1.4M - $1.41M
333K $27.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
22.5K
+ 8.91%
$58.97 - $60.36 $1.32M - $1.36M
275K $16.5M
VGT
Vanguard Information Technolog

ETFs
1.1K
+ 17.06%
$656.44 - $753.15 $721K - $828K
7.54K $5.63M
PANW
Palo Alto Networks Inc

Technology
6.7K
+ 14.71%
$167.06 - $208.19 $1.12M - $1.4M
52.3K $10.6M
PHYS
Sprott Physical Gold Trust

Financial Services
26.1K
+ 21.51%
$25.02 - $29.62 $652K - $772K
147K $4.36M
Activity Summary
Buys All Purchases 225 New Holdings 48 Increased Positions 177 Sells All Sells 355 Reductions 355 Sold out 0 Options Calls 0 Puts 1
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