Dakota Wealth Management Incresed Positions in Q2 2025

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
529
+ 2.7%
$219.37 - $417.89 $116K - $221K
20.1K $7.03M
SYK
Stryker Corp

Healthcare
2.81K
+ 9.83%
$337.37 - $395.63 $948K - $1.11M
31.4K $12.4M
COF
Capital One Financial Corp

Financial Services
944
+ 2.03%
$150.57 - $212.76 $142K - $201K
47.5K $10.1M
VEEV
Veeva Systems Inc

Healthcare
4.54K
+ 61.4%
$209.39 - $289.94 $950K - $1.32M
11.9K $3.44M
KO
Coca Cola CO

Consumer Defensive
25.4K
+ 26.54%
$68.37 - $73.9 $1.74M - $1.88M
121K $8.58M
CYBR
Cyber Ark Software Ltd.

Technology
3.62K
+ 139.47%
$305.98 - $406.88 $1.11M - $1.47M
6.22K $2.53M
CPNG
Coupang, Inc.

Consumer Cyclical
49.6K
+ 244.63%
$19.76 - $30.81 $980K - $1.53M
69.8K $2.09M
ROL
Rollins Inc

Consumer Cyclical
24.3K
+ 20.97%
$50.65 - $58.58 $1.23M - $1.42M
140K $7.9M
CBOE
Cboe Global Markets, Inc.

Financial Services
5.9K
+ 18.49%
$205.81 - $234.23 $1.21M - $1.38M
37.8K $8.82M
VRSK
Verisk Analytics, Inc.

Industrials
4.21K
+ 23.98%
$277.03 - $321.33 $1.17M - $1.35M
21.7K $6.77M
AMAT
Applied Materials Inc

Technology
6.52K
+ 114.8%
$126.95 - $183.52 $827K - $1.2M
12.2K $2.23M
ROKU
Roku, Inc

Communication Services
9.53K
+ 30.96%
$55.1 - $87.89 $525K - $838K
40.3K $3.54M
RMD
Resmed Inc

Healthcare
3.01K
+ 19.84%
$204.54 - $258.0 $616K - $778K
18.2K $4.7M
BX
Blackstone Inc.

Financial Services
5.74K
+ 13.33%
$120.07 - $151.11 $689K - $867K
48.8K $7.3M
SCHW
Schwab Charles Corp

Financial Services
6.77K
+ 15.53%
$69.06 - $91.24 $467K - $618K
50.4K $4.6M
SRE
Sempra Energy

Utilities
11.1K
+ 15.92%
$63.78 - $78.91 $709K - $877K
80.9K $6.13M
CHWY
Chewy, Inc.

Consumer Cyclical
23.8K
+ 192.39%
$31.21 - $48.21 $742K - $1.15M
36.2K $1.54M
PAYC
Paycom Software, Inc.

Technology
3.68K
+ 16.56%
$193.07 - $265.71 $710K - $977K
25.9K $5.99M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
33.2K
+ 66.27%
$24.38 - $30.18 $808K - $1M
83.2K $2.51M
LHX
L3 Harris Technologies, Inc.

Industrials
163
+ 0.63%
$200.21 - $256.99 $32.6K - $41.9K
26K $6.53M
APLE
Apple Hospitality Reit, Inc.

Real Estate
118K
+ 53.78%
$10.66 - $12.92 $1.25M - $1.52M
336K $3.92M
MPWR
Monolithic Power Systems Inc

Technology
1.19K
+ 121.26%
$455.19 - $737.73 $543K - $879K
2.18K $1.59M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
10.3K
+ 75.77%
$99.1 - $99.49 $1.02M - $1.02M
23.8K $2.37M
VGT
Vanguard Information Technolog

ETFs
395
+ 6.53%
$470.37 - $663.28 $186K - $262K
6.44K $4.27M
TSLA
Tesla, Inc.

Consumer Cyclical
304
+ 2.02%
$221.86 - $362.89 $67.4K - $110K
15.4K $4.88M
XLB
Select Sector Spdr Fd Material

ETFs
7.45K
+ 4.24%
$74.27 - $88.92 $553K - $662K
183K $16.1M
PHYS
Sprott Physical Gold Trust

Financial Services
31.9K
+ 35.75%
$22.82 - $26.29 $728K - $839K
121K $3.07M
AXP
American Express CO

Financial Services
352
+ 2.25%
$231.39 - $318.98 $81.4K - $112K
16K $5.1M
CB
Chubb LTD

Financial Services
4.09K
+ 14.82%
$274.32 - $302.46 $1.12M - $1.24M
31.6K $9.17M
GLD
Spdr Gold Trust

ETFs
1.38K
+ 5.81%
$273.71 - $316.29 $377K - $436K
25.1K $7.66M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4.92K
+ 9.57%
$103.88 - $123.68 $511K - $608K
56.3K $6.96M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.22K
+ 93.59%
$179.95 - $278.88 $399K - $619K
4.59K $1.28M
VEA
Vanguard Ftse Developed Market

ETFs
11K
+ 55.0%
$45.65 - $57.01 $504K - $629K
31.1K $1.77M
URI
United Rentals, Inc.

Industrials
499
+ 18.33%
$551.94 - $753.4 $275K - $376K
3.22K $2.43M
JCI
Johnson Controls International PLC

Industrials
2.7K
+ 17.25%
$71.14 - $105.62 $192K - $285K
18.4K $1.94M
MUB
Ishares National Muni Bond ETF

ETFs
7.4K
+ 7.08%
$102.31 - $105.8 $758K - $783K
112K $11.7M
MRVL
Marvell Technology, Inc.

Technology
6.23K
+ 53.3%
$49.38 - $79.97 $307K - $498K
17.9K $1.39M
IWB
Ishares Tr Russell 1000 ETF

ETFs
847
+ 7.89%
$272.36 - $339.57 $231K - $288K
11.6K $3.93M
IT
Gartner Inc

Technology
2.14K
+ 14.46%
$377.5 - $449.52 $809K - $963K
17K $6.85M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.41K
+ 12.18%
$144.63 - $179.53 $348K - $432K
22.2K $3.65M
EXEL
Exelixis, Inc.

Healthcare
12.3K
+ 97.89%
$34.13 - $46.26 $419K - $568K
24.8K $1.09M
SHYD
Vaneck Short High Yield Muni E

ETFs
25.4K
+ 9.77%
$21.84 - $22.79 $554K - $578K
285K $6.44M
IDXX
Idexx Laboratories Inc

Healthcare
778
+ 53.66%
$361.04 - $536.34 $281K - $417K
2.23K $1.19M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
474
+ 13.39%
$328.01 - $475.68 $155K - $225K
4.01K $1.88M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
24.2K
+ 7.81%
$38.81 - $44.28 $938K - $1.07M
333K $14.2M
DDOG
Datadog, Inc.

Technology
2.34K
+ 55.86%
$87.0 - $134.33 $203K - $314K
6.52K $875K
UTI
Universal Technical Institute Inc

Consumer Defensive
3.97K
+ 10.06%
$25.25 - $35.9 $100K - $143K
43.5K $1.47M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
10.1K
+ 74.46%
$43.63 - $45.4 $440K - $458K
23.6K $1.06M
SHOP
Shopify Inc.

Technology
2.32K
+ 27.21%
$76.89 - $115.35 $178K - $267K
10.8K $1.25M
Activity Summary
Buys All Purchases 352 New Holdings 76 Increased Positions 276 Sells All Sells 332 Reductions 332 Sold out 0 Options Calls 0 Puts 0
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