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
SCHX
Schwab Strategic Tr Us Large C

ETFs
121K
+ 204.98%
$22.4 - $68.28 $2.71M - $8.26M
180K $4.17M
IAU
Ishares Gold Trust

ETFs
4.58K
+ 1.42%
$48.37 - $52.65 $222K - $241K
326K $16.1M
EA
Electronic Arts Inc.

Communication Services
938
+ 14.29%
$140.69 - $167.97 $132K - $158K
7.5K $1.1M
TFC
Truist Financial Corp

Financial Services
1.38K
+ 0.92%
$41.51 - $48.1 $57.2K - $66.3K
151K $6.57M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.39K
+ 19.08%
$44.04 - $49.49 $281K - $316K
39.9K $1.76M
CCJ
Cameco Corp

Energy
437
+ 1.31%
$48.64 - $61.14 $21.3K - $26.7K
33.7K $1.73M
MCK
Mckesson Corp

Healthcare
43
+ 2.79%
$482.27 - $628.5 $20.7K - $27K
1.58K $901K
NSC
Norfolk Southern Corp

Industrials
955
+ 13.25%
$230.6 - $277.0 $220K - $265K
8.16K $1.92M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
41.4K
+ 9.94%
$10.26 - $11.26 $424K - $466K
458K $4.79M
COOP
Mr. Cooper Group Inc.

Financial Services
181
+ 0.66%
$87.37 - $101.43 $15.8K - $18.4K
27.7K $2.66M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.8K
+ 5.26%
$24.76 - $27.53 $44.4K - $49.4K
36K $972K
GWW
W.W. Grainger, Inc.

Industrials
52
+ 1.61%
$1023.06 - $1220.93 $53.2K - $63.5K
3.29K $3.46M
DFS
Discover Financial Services

Financial Services
113
+ 4.43%
$136.3 - $182.67 $15.4K - $20.6K
2.66K $461K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.34K
+ 29.92%
$45.38 - $46.88 $106K - $110K
10.2K $464K
SCHV
Schwab Strategic Tr Us Large C

ETFs
114K
+ 214.13%
$25.79 - $80.4 $2.94M - $9.18M
167K $4.36M
KMX
Carmax Inc

Consumer Cyclical
215
+ 1.48%
$71.11 - $87.2 $15.3K - $18.7K
14.7K $1.2M
PAYX
Paychex Inc

Industrials
8
+ 0.06%
$135.86 - $148.73 $1.09K - $1.19K
12.9K $1.81M
CWENA
Clearway Energy Inc Cl A
2.26K
+ 9.89%
N/A
25K $864K
MUB
Ishares National Muni Bond ETF

ETFs
2.64K
+ 2.7%
$105.78 - $108.7 $280K - $287K
101K $10.7M
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
8.73K
+ 51.66%
$10.23 - $11.18 $89.3K - $97.6K
25.6K $264K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.52K
+ 12.52%
$50.67 - $50.9 $76.8K - $77.1K
13.6K $690K
VITL
Vital Farms, Inc.

Consumer Defensive
1.53K
+ 26.84%
$28.13 - $40.91 $43.2K - $62.8K
7.25K $273K
LRN
Stride, Inc.

Consumer Defensive
121
+ 4.1%
$64.04 - $110.79 $7.75K - $13.4K
3.07K $319K
IWV
Ishares Russell 3000 ETF

ETFs
44
+ 0.66%
$323.08 - $349.08 $14.2K - $15.4K
6.73K $2.25M
XEL
Xcel Energy Inc

Utilities
151
+ 0.66%
$62.16 - $72.92 $9.39K - $11K
23.1K $1.56M
AMP
Ameriprise Financial Inc

Financial Services
21
+ 2.7%
$473.15 - $574.01 $9.94K - $12.1K
798 $424K
USFD
Us Foods Holding Corp.

Consumer Defensive
566
+ 16.98%
$60.65 - $72.33 $34.3K - $40.9K
3.9K $263K
IVW
Ishares S&P 500 Growth ETF

ETFs
97
+ 1.24%
$94.43 - $105.47 $9.16K - $10.2K
7.94K $805K
GLD
Spdr Gold Trust

ETFs
315
+ 1.37%
$236.59 - $257.5 $74.5K - $81.1K
23.3K $5.65M
EXLS
Exl Service Holdings, Inc.

Technology
311
+ 5.03%
$38.1 - $47.02 $11.8K - $14.6K
6.5K $288K
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
10.1K
+ 11.22%
$6.9 - $7.5 $69.7K - $75.8K
100K $710K
ED
Consolidated Edison Inc

Utilities
2.5K
+ 21.74%
$88.87 - $107.38 $222K - $268K
14K $1.25M
HOMB
Home Bancshares Inc

Financial Services
1.44K
+ 18.81%
$26.0 - $32.09 $37.5K - $46.3K
9.11K $257K
EW
Edwards Lifesciences Corp

Healthcare
15
+ 0.26%
$64.54 - $75.92 $968 - $1.14K
5.89K $436K
MKL
Markel Corp

Financial Services
5
+ 1.98%
$1542.01 - $1785.11 $7.71K - $8.93K
257 $443K
FISV
Fiserv Inc

Technology
375
+ 2.97%
N/A
13K $1.63M
SCHA
Schwab Strategic Tr Us Small C

ETFs
43K
+ 103.4%
$25.33 - $51.16 $1.09M - $2.2M
84.6K $2.19M
HURN
Huron Consulting Group Inc.

Industrials
87
+ 4.02%
$103.48 - $129.83 $9K - $11.3K
2.25K $279K
MGRC
Mcgrath Rentcorp

Industrials
33
+ 0.54%
$103.9 - $122.55 $3.43K - $4.04K
6.13K $685K
PLMR
Palomar Holdings, Inc.

Financial Services
92
+ 3.09%
$88.38 - $112.17 $8.13K - $10.3K
3.07K $324K
HQY
Healthequity, Inc.

Healthcare
43
+ 1.54%
$78.18 - $104.65 $3.36K - $4.5K
2.84K $272K
FE
Firstenergy Corp

Utilities
1.65K
+ 28.69%
$39.14 - $44.52 $64.4K - $73.3K
7.38K $293K
FIX
Comfort Systems Usa Inc

Industrials
29
+ 3.82%
$370.68 - $504.12 $10.7K - $14.6K
788 $334K
ADUS
Addus Home Care Corp

Healthcare
394
+ 24.17%
$118.27 - $133.01 $46.6K - $52.4K
2.02K $253K
KEYS
Keysight Technologies, Inc.

Technology
178
+ 5.47%
$149.01 - $172.53 $26.5K - $30.7K
3.43K $551K
VRRM
Verra Mobility Corp

Industrials
2.61K
+ 33.44%
$22.68 - $27.76 $59.1K - $72.3K
10.4K $251K
JAMF
Jamf Holding Corp.

Technology
5.25K
+ 44.61%
$14.05 - $17.71 $73.7K - $93K
17K $239K
CME
Cme Group Inc.

Financial Services
11
+ 0.42%
$221.17 - $246.02 $2.43K - $2.71K
2.66K $617K
HPE
Hewlett Packard Enterprise CO

Technology
931
+ 7.95%
$19.31 - $23.95 $18K - $22.3K
12.6K $269K
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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