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
VZ
Verizon Communications Inc

Communication Services
17.3K
+ 11.32%
$41.67 - $45.62 $720K - $789K
170K $7.35M
AER
Aer Cap Holdings N.V.

Industrials
2.53K
+ 41.22%
$88.97 - $117.24 $225K - $296K
8.66K $1.01M
MAR
Marriott International Inc

Consumer Cyclical
348
+ 4.57%
$211.12 - $274.14 $73.5K - $95.4K
7.96K $2.17M
CARR
Carrier Global Corp

Industrials
1.31K
+ 4.9%
$55.55 - $75.83 $72.9K - $99.5K
28.1K $2.06M
HYG
Ishares Tr

ETFs
4.02K
+ 25.49%
$75.75 - $80.65 $304K - $324K
19.8K $1.59M
VLO
Valero Energy Corp

Energy
2.41K
+ 23.4%
$104.69 - $141.77 $252K - $341K
12.7K $1.71M
GXO
Gxo Logistics, Inc.

Industrials
465
+ 1.38%
$31.53 - $49.1 $14.7K - $22.8K
34.2K $1.66M
ADI
Analog Devices Inc

Technology
76
+ 0.85%
$164.6 - $238.02 $12.5K - $18.1K
9.03K $2.15M
XPO
Xpo Logistics, Inc.

Industrials
930
+ 8.43%
$91.46 - $128.1 $85.1K - $119K
12K $1.51M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
315
+ 0.77%
$58.41 - $72.69 $18.4K - $22.9K
41.3K $3M
KTF
Dws Municipal Income Trust

Financial Services
38.1K
+ 50.25%
$8.73 - $9.46 $333K - $361K
114K $1.01M
UPS
United Parcel Service Inc

Industrials
4.02K
+ 32.09%
$91.92 - $110.2 $369K - $443K
16.5K $1.67M
GTLS
Chart Industries Inc

Industrials
1.55K
+ 109.08%
$115.08 - $175.5 $178K - $272K
2.97K $489K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
21.6K
+ 34.9%
$12.7 - $13.53 $274K - $292K
83.4K $1.08M
ATO
Atmos Energy Corp

Utilities
1.6K
+ 43.51%
$145.06 - $162.66 $232K - $261K
5.28K $814K
VIG
Vanguard Dividend Appreciation

ETFs
1.21K
+ 1.73%
N/A
71K $12.9M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.31K
+ 11.55%
$65.04 - $82.18 $85.2K - $108K
12.7K $1.04M
CME
Cme Group Inc.

Financial Services
551
+ 9.16%
$252.37 - $290.71 $139K - $160K
6.57K $1.81M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
6.9K
+ 8.41%
$20.46 - $21.89 $141K - $151K
88.9K $1.95M
WHR
Whirlpool Corp

Consumer Cyclical
1.26K
+ 19.0%
$75.71 - $101.42 $95.4K - $128K
7.89K $800K
BBSI
Barrett Business Services Inc

Industrials
4.63K
+ 29.53%
$38.05 - $42.61 $176K - $197K
20.3K $846K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
29.4K
+ 9.88%
$9.33 - $10.06 $274K - $295K
326K $3.16M
TTD
Trade Desk, Inc.

Technology
767
+ 10.27%
$45.27 - $79.4 $34.7K - $60.9K
8.23K $592K
WFC
Wells Fargo & Company

Financial Services
483
+ 2.8%
$60.98 - $80.12 $29.5K - $38.7K
17.7K $1.42M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.57K
+ 21.0%
$62.73 - $78.42 $98.5K - $123K
9.05K $700K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.05K
+ 25.29%
$99.48 - $124.46 $105K - $131K
5.22K $620K
EXLS
Exl Service Holdings, Inc.

Technology
4.34K
+ 69.12%
$41.85 - $48.48 $182K - $210K
10.6K $464K
MCHP
Microchip Technology Inc

Technology
916
+ 19.5%
$35.34 - $71.6 $32.4K - $65.6K
5.61K $395K
AZO
Autozone Inc

Consumer Cyclical
50
+ 19.01%
$3478.38 - $3880.15 $174K - $194K
313 $1.16M
ROP
Roper Technologies Inc

Industrials
399
+ 13.24%
$519.19 - $590.78 $207K - $236K
3.41K $1.93M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.26K
+ 44.77%
$68.13 - $74.77 $154K - $169K
7.31K $532K
EWC
Ishares Msci Canada ETF

ETFs
2.5K
+ 40.08%
$37.17 - $46.2 $92.7K - $115K
8.72K $402K
YUM
Yum Brands Inc

Consumer Cyclical
1.46K
+ 19.61%
$138.36 - $161.45 $202K - $236K
8.91K $1.32M
BKNG
Booking Holdings Inc.

Consumer Cyclical
16
+ 35.56%
$4164.15 - $5789.24 $66.6K - $92.6K
61 $353K
NSC
Norfolk Southern Corp

Industrials
7
+ 0.09%
$206.34 - $257.46 $1.44K - $1.8K
7.42K $1.9M
FIX
Comfort Systems Usa Inc

Industrials
12
+ 1.89%
$296.51 - $536.21 $3.56K - $6.43K
646 $346K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
925
+ 6.89%
$53.75 - $67.21 $49.7K - $62.2K
14.4K $949K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
9.61K
+ 65.62%
$12.23 - $15.46 $117K - $148K
24.2K $366K
MNDY
Monday.Com Ltd.

Technology
52
+ 2.99%
$217.77 - $314.48 $11.3K - $16.4K
1.79K $563K
BR
Broadridge Financial Solutions, Inc.

Technology
561
+ 13.52%
$217.22 - $246.25 $122K - $138K
4.71K $1.14M
JOBY
Joby Aviation, Inc.

Industrials
8.26K
+ 75.71%
$5.33 - $10.55 $44K - $87.2K
19.2K $202K
GDV
Gabelli Dividend & Income Trust

Financial Services
2.5K
+ 7.1%
$21.11 - $26.01 $52.8K - $65K
37.7K $980K
MMM
3 M CO

Industrials
264
+ 1.57%
$126.09 - $154.15 $33.3K - $40.7K
17.1K $2.6M
MO
Altria Group, Inc.

Consumer Defensive
2.53K
+ 19.6%
$55.56 - $60.91 $141K - $154K
15.4K $904K
FISV
Fiserv Inc

Technology
999
+ 8.64%
N/A
12.6K $1.57M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
3K
+ 8.27%
$19.16 - $23.81 $57.4K - $71.3K
39.2K $933K
NU
Nu Holdings Ltd.

Financial Services
1.18K
+ 3.92%
$9.6 - $13.72 $11.3K - $16.2K
31.3K $429K
ENB
Enbridge Inc

Energy
1.85K
+ 5.83%
$41.09 - $47.16 $76.1K - $87.3K
33.6K $1.52M
TT
Trane Technologies PLC

Industrials
50
+ 5.39%
$315.21 - $437.41 $15.8K - $21.9K
978 $427K
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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