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
DVY
Ishares Tr

ETFs
7.77K
+ 77.69%
$129.55 - $143.41 $1.01M - $1.11M
17.8K $2.33M
SUB
Ishares Short Term National Mu

ETFs
9.38K
+ 9.77%
$104.94 - $106.2 $984K - $996K
105K $11.1M
VIG
Vanguard Dividend Appreciation

ETFs
4.83K
+ 7.36%
N/A
70.4K $12.8M
SE
Sea LTD

Consumer Cyclical
7.07K
+ 78.2%
$93.56 - $117.41 $662K - $830K
16.1K $1.71M
SRE
Sempra Energy

Utilities
7.28K
+ 14.55%
$80.81 - $94.77 $588K - $690K
57.3K $5.03M
NLOK
Norton Life Lock Inc.

Technology
37.5K
+ 110.62%
N/A
71.4K $1.53M
CAG
Conagra Brands Inc.

Consumer Defensive
29.7K
+ 354.76%
$26.48 - $32.72 $786K - $971K
38K $1.06M
VGT
Vanguard Information Technolog

ETFs
889
+ 16.39%
$571.78 - $647.97 $508K - $576K
6.31K $3.93M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.07K
+ 12.42%
$121.89 - $135.52 $618K - $687K
45.9K $5.74M
HON
Honeywell International Inc

Industrials
215
+ 0.66%
$202.84 - $236.0 $43.6K - $50.7K
32.7K $7.38M
MRVL
Marvell Technology, Inc.

Technology
1.45K
+ 11.5%
$70.31 - $124.78 $102K - $181K
14.1K $1.56M
DOCU
Docusign, Inc.

Technology
307
+ 1.39%
$61.42 - $106.99 $18.9K - $32.8K
22.4K $2.01M
VKQ
Invesco Municipal Trust

Financial Services
64.9K
+ 54.68%
$9.54 - $10.29 $619K - $668K
184K $1.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.54K
+ 9.9%
$124.26 - $134.12 $440K - $475K
39.3K $5.05M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.87K
+ 31.04%
$278.19 - $315.36 $520K - $590K
7.9K $2.27M
ORCL
Oracle Corp

Technology
6.2K
+ 4.86%
$165.41 - $192.43 $1.03M - $1.19M
134K $22.3M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
12.4K
+ 22.5%
$47.26 - $48.18 $586K - $597K
67.5K $3.2M
CACI
Caci International Inc

Technology
1.2K
+ 42.46%
N/A
4.01K $1.72M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
56.4K
+ 43.46%
$10.55 - $11.6 $595K - $654K
186K $1.98M
ACN
Accenture PLC

Technology
1.5K
+ 4.09%
$343.9 - $376.86 $514K - $563K
38.1K $13.4M
MA
Mastercard Inc

Financial Services
83
+ 0.65%
$491.3 - $536.15 $40.8K - $44.5K
12.8K $6.73M
CBOE
Cboe Global Markets, Inc.

Financial Services
3.31K
+ 14.71%
$191.61 - $217.84 $634K - $720K
25.8K $5.04M
POCT
Innovator U.S. Equity Power Bu

ETFs
10.8K
+ 189.26%
$38.63 - $40.03 $417K - $432K
16.5K $652K
DVN
Devon Energy Corp

Energy
13.9K
+ 260.79%
$30.52 - $42.96 $424K - $597K
19.2K $629K
SPOT
Spotify Technology S.A.

Communication Services
602
+ 35.64%
$362.95 - $502.38 $218K - $302K
2.29K $1.02M
VTI
Vanguard Total Stock Market Et

ETFs
193
+ 0.38%
$280.04 - $302.45 $54K - $58.4K
51.2K $14.8M
GILD
Gilead Sciences, Inc.

Healthcare
108
+ 0.24%
$83.95 - $97.9 $9.07K - $10.6K
45K $4.16M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.25K
+ 28.72%
$71.75 - $75.11 $448K - $469K
28K $2.01M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
7.52K
+ 176.0%
$53.86 - $60.27 $405K - $453K
11.8K $636K
IWN
Ishares Russell2000 Val ETF

ETFs
2.14K
+ 175.7%
$162.69 - $181.35 $348K - $388K
3.36K $551K
SCHG
Schwab Strategic Tr Us Large C

ETFs
156K
+ 295.81%
$25.93 - $105.3 $4.06M - $16.5M
209K $5.83M
BFK
Blackrock Municipal Income Trust

Financial Services
43.5K
+ 25.4%
$9.79 - $10.72 $426K - $466K
215K $2.12M
SHYD
Vaneck Short High Yield Muni E

ETFs
16K
+ 7.22%
$22.45 - $22.81 $359K - $365K
238K $5.34M
XPO
Xpo Logistics, Inc.

Industrials
225
+ 2.04%
$105.35 - $158.2 $23.7K - $35.6K
11.3K $1.48M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
16.4K
+ 30.09%
$20.38 - $21.75 $334K - $357K
70.9K $1.46M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.23K
+ 9.72%
$66.77 - $71.52 $216K - $231K
36.5K $2.51M
SPMD
Spdr Portfolio

ETFs
4.9K
+ 8.15%
$54.13 - $59.56 $265K - $292K
65K $3.55M
VO
Vanguard Mid Cap ETF

ETFs
949
+ 3.21%
$261.5 - $284.63 $248K - $270K
30.5K $8.07M
DUOL
Duolingo, Inc.

Technology
635
+ 56.05%
$278.75 - $373.03 $177K - $237K
1.77K $573K
MAR
Marriott International Inc

Consumer Cyclical
59
+ 0.77%
$246.06 - $292.59 $14.5K - $17.3K
7.72K $2.15M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.53K
+ 24.11%
$99.0 - $99.5 $251K - $252K
13K $1.29M
ROP
Roper Technologies Inc

Industrials
1.17K
+ 11.51%
$519.85 - $575.95 $609K - $674K
11.3K $5.9M
APH
Amphenol Corp

Technology
874
+ 2.24%
$62.07 - $75.35 $54.2K - $65.9K
39.9K $2.77M
PBF
Pbf Energy Inc.

Energy
12.2K
+ 54.51%
$25.15 - $33.71 $307K - $412K
34.6K $919K
EMR
Emerson Electric CO

Industrials
838
+ 11.75%
$108.13 - $134.33 $90.6K - $113K
7.97K $987K
FDS
Factset Research Systems Inc

Financial Services
326
+ 15.01%
$449.69 - $495.72 $147K - $162K
2.5K $1.2M
MSI
Motorola Solutions, Inc.

Technology
345
+ 12.26%
$449.08 - $504.6 $155K - $174K
3.16K $1.46M
DAL
Delta Air Lines, Inc.

Industrials
2.07K
+ 33.55%
$47.46 - $65.77 $98.2K - $136K
8.24K $498K
HYG
Ishares Tr

ETFs
2.5K
+ 22.94%
$78.09 - $80.04 $195K - $200K
13.4K $1.05M
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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