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
XLB
Select Sector Spdr Fd Material

ETFs
8.13K
+ 4.85%
$83.19 - $90.99 $677K - $740K
176K $15.1M
CME
Cme Group Inc.

Financial Services
3.36K
+ 126.37%
$225.82 - $266.54 $759K - $895K
6.02K $1.6M
CMI
Cummins Inc

Industrials
7.5K
+ 18.98%
$312.92 - $386.07 $2.35M - $2.89M
47K $14.7M
SYK
Stryker Corp

Healthcare
1.53K
+ 5.66%
$355.18 - $399.9 $544K - $613K
28.6K $10.6M
XLU
Utilities Sector Spdr

ETFs
6.72K
+ 6.2%
$74.7 - $80.27 $502K - $539K
115K $9.08M
EOG
Eog Resources Inc

Energy
5.98K
+ 257.6%
$120.54 - $138.05 $721K - $825K
8.3K $1.06M
VRT
Vertiv Holdings CO

Industrials
8.05K
+ 25.13%
N/A
40.1K $3.47M
ED
Consolidated Edison Inc

Utilities
3.12K
+ 22.28%
$88.0 - $110.59 $274K - $345K
17.1K $1.89M
ENB
Enbridge Inc

Energy
13.5K
+ 73.98%
$41.54 - $45.45 $561K - $614K
31.8K $1.41M
AZN
Astrazeneca PLC

Healthcare
6.96K
+ 63.5%
$65.37 - $77.96 $455K - $542K
17.9K $1.32M
AON
Aon PLC

Financial Services
1.14K
+ 42.94%
$348.44 - $409.32 $398K - $468K
3.81K $1.52M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
50.9K
+ 27.34%
$10.55 - $11.13 $537K - $567K
237K $2.54M
MA
Mastercard Inc

Financial Services
518
+ 4.05%
$504.67 - $576.31 $261K - $299K
13.3K $7.29M
RMD
Resmed Inc

Healthcare
2.71K
+ 21.71%
$219.7 - $257.65 $595K - $698K
15.2K $3.4M
IT
Gartner Inc

Technology
3.04K
+ 25.82%
$418.25 - $548.38 $1.27M - $1.67M
14.8K $6.22M
SHYD
Vaneck Short High Yield Muni E

ETFs
22.2K
+ 9.32%
$22.46 - $22.9 $498K - $507K
260K $5.84M
SCHW
Schwab Charles Corp

Financial Services
3.67K
+ 9.18%
$71.24 - $83.64 $261K - $307K
43.6K $3.41M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.49K
+ 11.96%
$117.4 - $131.02 $645K - $719K
51.4K $6.15M
MGRC
Mcgrath Rentcorp

Industrials
3.74K
+ 61.07%
$109.58 - $128.96 $410K - $483K
9.88K $1.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
12K
+ 7.16%
$25.77 - $27.6 $309K - $331K
179K $4.77M
MEDP
Medpace Holdings, Inc.

Healthcare
1.38K
+ 188.93%
$304.69 - $360.97 $421K - $499K
2.12K $644K
IXC
Ishares Tr Global Energy ETF

ETFs
4.11K
+ 7.31%
$38.48 - $42.16 $158K - $173K
60.3K $2.54M
CCI
Crown Castle International Corp

Real Estate
2.94K
+ 49.62%
$84.33 - $106.39 $248K - $313K
8.87K $924K
MELI
Mercadolibre Inc

Consumer Cyclical
61
+ 5.8%
$1739.0 - $2260.0 $106K - $138K
1.11K $2.17M
MMM
3 M CO

Industrials
517
+ 3.17%
$129.7 - $155.12 $67.1K - $80.2K
16.8K $2.47M
KTF
Dws Municipal Income Trust

Financial Services
39K
+ 105.73%
$9.32 - $9.72 $364K - $379K
75.9K $712K
MDLZ
Mondelez International, Inc.

Consumer Defensive
490
+ 1.33%
$56.12 - $68.15 $27.5K - $33.4K
37.2K $2.53M
MUB
Ishares National Muni Bond ETF

ETFs
4.04K
+ 4.02%
$104.71 - $107.69 $423K - $435K
105K $11M
HSIC
Henry Schein Inc

Healthcare
4.55K
+ 34.73%
$68.49 - $81.91 $312K - $373K
17.7K $1.21M
ALL
Allstate Corp

Financial Services
668
+ 5.87%
$180.99 - $210.18 $121K - $140K
12.1K $2.5M
VTR
Ventas, Inc.

Real Estate
90
+ 0.31%
$56.9 - $70.47 $5.12K - $6.34K
29.6K $2.03M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
11.1K
+ 15.66%
$20.56 - $21.51 $228K - $239K
82K $1.74M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
25.8K
+ 59.82%
$10.68 - $11.3 $275K - $291K
68.8K $747K
DVN
Devon Energy Corp

Energy
4.91K
+ 25.51%
$33.15 - $38.55 $163K - $189K
24.1K $902K
CACI
Caci International Inc

Technology
605
+ 15.08%
N/A
4.62K $1.98M
VEEV
Veeva Systems Inc

Healthcare
393
+ 5.62%
$210.58 - $246.8 $82.8K - $97K
7.39K $1.71M
XLP
Consumer Staples Sector Spdr

ETFs
3.02K
+ 5.64%
N/A
56.6K $4.31M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
4.1K
+ 6.07%
$47.33 - $47.92 $194K - $196K
71.6K $3.41M
GXO
Gxo Logistics, Inc.

Industrials
7.94K
+ 30.82%
$36.31 - $46.18 $288K - $367K
33.7K $1.32M
IGV
Ishares Expanded Tech Software

ETFs
2.5K
+ 91.74%
$88.3 - $107.83 $221K - $270K
5.23K $464K
HYG
Ishares Tr

ETFs
2.36K
+ 17.62%
$78.51 - $80.11 $185K - $189K
15.8K $1.24M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.42K
+ 36.81%
$48.43 - $49.9 $166K - $171K
12.7K $634K
CARR
Carrier Global Corp

Industrials
4.54K
+ 20.4%
$62.07 - $70.55 $281K - $320K
26.8K $1.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.5K
+ 12.33%
$64.88 - $72.1 $292K - $324K
41K $2.69M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.64K
+ 13.92%
$53.69 - $62.68 $88.1K - $103K
13.4K $807K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.87K
+ 32.86%
$119.38 - $161.42 $223K - $302K
7.57K $903K
FLNG
Flex Lng Ltd.

Energy
6.68K
+ 27.35%
$21.46 - $26.35 $143K - $176K
31.1K $715K
FANG
Diamondback Energy, Inc.

Energy
1.01K
+ 58.88%
$139.9 - $180.18 $141K - $182K
2.72K $434K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
3.37K
+ 33.07%
$44.81 - $46.22 $151K - $156K
13.5K $610K
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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