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
TM
Toyota Motor Corp

Consumer Cyclical
9
+ 0.54%
$169.2 - $199.52 $1.52K - $1.8K
1.67K $324K
HBAN
Huntington Bancshares Inc

Financial Services
32
+ 0.21%
$14.18 - $18.2 $454 - $582
15.3K $248K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
40
+ 2.19%
$131.26 - $163.78 $5.25K - $6.55K
1.87K $278K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
338
+ 5.71%
$43.67 - $47.04 $14.8K - $15.9K
6.26K $283K
NDAQ
Nasdaq, Inc.

Financial Services
10
+ 0.23%
$70.87 - $83.05 $709 - $831
4.27K $330K
IDXX
Idexx Laboratories Inc

Healthcare
343
+ 25.17%
$406.92 - $495.42 $140K - $170K
1.71K $705K
EME
Emcor Group, Inc.

Industrials
5
+ 0.83%
$427.96 - $526.95 $2.14K - $2.63K
609 $276K
EFA
Ishares Tr Msci Eafe ETF

ETFs
654
+ 14.1%
$75.1 - $82.99 $49.1K - $54.3K
5.29K $400K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
36
+ 2.24%
$174.04 - $205.27 $6.27K - $7.39K
1.64K $295K
RE
Everest Re Group LTD

Financial Services
32
+ 1.67%
N/A
1.95K $721K
FDX
Fedex Corp

Industrials
2
+ 0.17%
$260.5 - $305.15 $521 - $610
1.18K $332K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
164
+ 4.8%
N/A
3.58K $199K
ALE
Allete Inc

Utilities
56
+ 0.6%
$63.98 - $65.24 $3.58K - $3.65K
9.36K $606K
CARR
Carrier Global Corp

Industrials
3.48K
+ 18.54%
$66.69 - $82.65 $232K - $287K
22.2K $1.52M
KNSL
Kinsale Capital Group, Inc.

Financial Services
15
+ 2.75%
$424.05 - $524.22 $6.36K - $7.86K
560 $260K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
479
+ 4.77%
$25.3 - $26.31 $12.1K - $12.6K
10.5K $269K
IJS
Ishares S&P Smallcap 600 Value

ETFs
17
+ 0.48%
$104.59 - $118.05 $1.78K - $2.01K
3.57K $387K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
5
+ 0.2%
$118.0 - $127.04 $590 - $635
2.49K $303K
JCI
Johnson Controls International PLC

Industrials
8
+ 0.28%
$74.23 - $86.6 $594 - $693
2.85K $224K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
470
+ 4.59%
$4.76 - $5.09 $2.24K - $2.39K
10.7K $53K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
1.74K
+ 5.39%
$8.1 - $9.04 $14.1K - $15.7K
34K $281K
IR
Ingersoll Rand Inc.

Industrials
3.89K
+ 8.55%
$90.46 - $105.35 $352K - $410K
49.4K $4.47M
KGC
Kinross Gold Corp

Basic Materials
333
+ 2.93%
$9.03 - $10.75 $3.01K - $3.58K
11.7K $108K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
1.32K
+ 31.75%
$36.84 - $53.4 $48.7K - $70.6K
5.49K $203K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25
+ 0.03%
$61.68 - $67.87 $1.54K - $1.7K
90.4K $5.64M
Launch One Acquisition Corp
2.85K
+ 13.77%
N/A
23.6K $0
Aa Mission Acquisition Corp
68.4K
+ 61.26%
N/A
180K $0
Te Connectivity PLC
748
+ 5.5%
N/A
14.3K $0
Legato Merger Corp Iii
1K
+ 4.32%
N/A
24.2K $0
Kenvue Inc
2.95K
+ 25.61%
N/A
14.5K $0
Cava Group Inc
3.76K
+ 16.09%
N/A
27.1K $0
Lionheart Holdings
7.93K
+ 22.32%
N/A
43.4K $0
Tempus Ai Inc
39.7K
+ 189.67%
N/A
60.7K $0
Astera Labs Inc
1.05K
+ 2.49%
N/A
43.1K $0
Jacobs Solutions Inc
125
+ 5.44%
N/A
2.42K $0
Eqv Ventures Acquisition Cor
22.5K
+ 191.49%
N/A
34.3K $0
BDC
Belden Inc.

Technology
56
+ 2.67%
$112.15 - $131.43 $6.28K - $7.36K
2.16K $242K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
960
+ 9.79%
$70.63 - $78.23 $67.8K - $75.1K
10.8K $764K
SYY
Sysco Corp

Consumer Defensive
459
+ 1.91%
$73.63 - $81.77 $33.8K - $37.5K
24.5K $1.87M
PM
Philip Morris International Inc.

Consumer Defensive
172
+ 0.74%
$118.38 - $133.06 $20.4K - $22.9K
23.5K $2.82M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
50
+ 0.54%
$23.75 - $25.68 $1.19K - $1.28K
9.34K $224K
HES
Hess Corp

Energy
10
+ 0.39%
$127.66 - $148.65 $1.28K - $1.49K
2.57K $341K
SPSC
Sps Commerce Inc

Technology
29
+ 2.72%
$165.0 - $198.81 $4.79K - $5.77K
1.1K $201K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6
+ 0.04%
$126.68 - $134.74 $760 - $808
13.4K $1.71M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
122
+ 1.28%
$101.77 - $113.02 $12.4K - $13.8K
9.62K $1.02M
KTF
Dws Municipal Income Trust

Financial Services
1K
+ 2.79%
$9.43 - $10.2 $9.43K - $10.2K
36.9K $348K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
850
+ 1.39%
$5.34 - $5.65 $4.54K - $4.8K
62.2K $337K
CAF
Morgan Stanley China A Share Fund, Inc.

Financial Services
840
+ 4.25%
$12.28 - $16.03 $10.3K - $13.5K
20.6K $256K
NMIH
Nmi Holdings, Inc.

Financial Services
899
+ 8.47%
$36.32 - $41.53 $32.7K - $37.3K
11.5K $423K
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
Track This Portfolio

Track Dakota Wealth Management Portfolio

Follow Dakota Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email