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
MCHP
Microchip Technology Inc

Technology
934
+ 24.81%
$48.41 - $64.3 $45.2K - $60.1K
4.7K $227K
VBR
Vanguard Small Cap Value ETF

ETFs
207
+ 8.93%
$183.02 - $207.75 $37.9K - $43K
2.52K $470K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
127
+ 0.76%
$50.87 - $51.09 $6.46K - $6.49K
16.7K $854K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
82.8K
+ 10.23%
$40.03 - $46.81 $3.31M - $3.88M
892K $36.4M
TXN
Texas Instruments Inc

Technology
15
+ 0.14%
N/A
10.8K $2.1M
RE
Everest Re Group LTD

Financial Services
3
+ 0.15%
N/A
1.95K $722K
RYT
Invesco S&P 500 Equal Weight T

ETFs
511
+ 5.65%
N/A
9.56K $0
Ge Vernova Inc
75
+ 4.88%
N/A
1.61K $0
Vanguard Wellington Fd
9.1K
+ 128.17%
N/A
16.2K $0
Astera Labs Inc
4.47K
+ 10.37%
N/A
47.6K $0
Arm Holdings PLC
9.12K
+ 60.95%
N/A
24.1K $0
Ark 21 Shares Bitcoin ETF
3.94K
+ 6.72%
N/A
62.7K $0
Amer Sports Inc
11.9K
+ 30.77%
N/A
50.7K $0
Veralto Corp
936
+ 16.88%
N/A
6.48K $0
Launch One Acquisition Corp
850
+ 3.61%
N/A
24.4K $0
Canadian Pacific Kansas City
33
+ 0.25%
N/A
13.3K $0
Waystar Hldg Corp
26.3K
+ 365.56%
N/A
33.5K $0
APLD
Applied Blockchain, Inc.

Financial Services
5K
+ 33.33%
$5.62 - $10.65 $28.1K - $53.3K
20K $112K
Aptiv PLC
11.9K
+ 121.31%
N/A
21.8K $0
IEMG
Ishares Inc

ETFs
2
+ 0.04%
N/A
4.74K $253K
Ishares Bitcoin Trust ETF
15.3K
+ 32.99%
N/A
61.8K $0
Fidelity Covington Trust
84
+ 0.34%
N/A
24.5K $0
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
30
+ 0.04%
$8.11 - $8.58 $243 - $257
77.3K $628K
VT
Vanguard Total World Stk Index

ETFs
46
+ 0.73%
$115.08 - $123.97 $5.29K - $5.7K
6.34K $735K
LAMR
Lamar Advertising CO

Real Estate
546
+ 6.55%
$110.65 - $132.9 $60.4K - $72.6K
8.88K $1.01M
EW
Edwards Lifesciences Corp

Healthcare
10
+ 0.17%
$67.95 - $76.19 $680 - $762
5.9K $427K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
16
+ 0.26%
$42.24 - $47.29 $676 - $757
6.27K $268K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
5
+ 0.2%
$113.22 - $126.36 $566 - $632
2.5K $287K
SOXX
Ishares Semiconductor ETF

ETFs
68
+ 5.92%
$188.17 - $235.81 $12.8K - $16K
1.22K $229K
CHW
Calamos Global Dynamic Income Fund

Financial Services
420
+ 0.71%
$6.39 - $7.05 $2.68K - $2.96K
59.9K $382K
GLW
Corning Inc

Technology
1K
+ 2.7%
$44.91 - $54.25 $44.9K - $54.3K
38K $1.74M
SNPS
Synopsys Inc

Technology
67
+ 7.49%
$428.58 - $551.54 $28.7K - $37K
961 $412K
DDOG
Datadog, Inc.

Technology
1.14K
+ 37.29%
$98.68 - $151.89 $112K - $173K
4.18K $414K
MSI
Motorola Solutions, Inc.

Technology
126
+ 3.99%
$411.73 - $482.1 $51.9K - $60.7K
3.29K $1.44M
DOW
Dow Inc.

Basic Materials
2.04K
+ 11.2%
$34.36 - $41.92 $70.1K - $85.6K
20.3K $707K
ICLR
Icon PLC

Healthcare
321
+ 13.98%
$174.99 - $222.58 $56.2K - $71.4K
2.62K $457K
KEYS
Keysight Technologies, Inc.

Technology
44
+ 1.28%
$148.16 - $185.11 $6.52K - $8.14K
3.48K $520K
IJS
Ishares S&P Smallcap 600 Value

ETFs
65
+ 1.82%
$96.3 - $112.23 $6.26K - $7.29K
3.64K $354K
VITL
Vital Farms, Inc.

Consumer Defensive
611
+ 8.43%
$29.32 - $45.12 $17.9K - $27.6K
7.86K $239K
WST
West Pharmaceutical Services Inc

Healthcare
776
+ 37.62%
$199.11 - $347.87 $155K - $270K
2.84K $635K
VOT
Vanguard Mid Cap Growth Index

ETFs
2.71K
+ 3.51%
$237.72 - $276.98 $643K - $749K
79.8K $19.5M
FDS
Factset Research Systems Inc

Financial Services
46
+ 1.84%
$427.5 - $476.51 $19.7K - $21.9K
2.54K $1.16M
SRE
Sempra Energy

Utilities
12.5K
+ 21.81%
$67.85 - $87.67 $848K - $1.1M
69.8K $4.98M
NXPI
Nxp Semiconductors N.V.

Technology
304
+ 4.94%
$189.99 - $245.86 $57.8K - $74.7K
6.46K $1.23M
ADUS
Addus Home Care Corp

Healthcare
9
+ 0.44%
$89.83 - $135.92 $808 - $1.22K
2.03K $201K
MDU
Mdu Resources Group Inc

Industrials
965
+ 1.29%
$16.45 - $18.61 $15.9K - $18K
75.7K $1.28M
ADI
Analog Devices Inc

Technology
61
+ 0.69%
$201.56 - $243.82 $12.3K - $14.9K
8.96K $1.81M
ARES
Ares Management Corp

Financial Services
208
+ 5.45%
$140.19 - $198.28 $29.2K - $41.2K
4.02K $589K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.16K
+ 3.23%
$23.71 - $27.77 $27.5K - $32.2K
37.1K $881K
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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