Dakota Wealth Management Incresed Positions in Q3 2025

Dakota Wealth Management

  • $4.83 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PAGP
Plains Gp Holdings LP

Energy
3.51K
+ 8.51%
$18.12 - $20.08 $63.5K - $70.4K
44.7K $815K
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.12%
$281.0 - $296.29 $281 - $296
836 $247K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
200
+ 1.47%
$50.81 - $51.07 $10.2K - $10.2K
13.8K $705K
NAK
Northern Dynasty Minerals LTD

Basic Materials
9.54K
+ 32.36%
$0.75 - $2.3 $7.16K - $21.9K
39K $46K
VGSH
Vanguard

ETFs
80
+ 0.63%
$58.43 - $58.88 $4.67K - $4.71K
12.7K $749K
DAX
Global X Fds Dax Germany ETF

ETFs
5
+ 0.11%
$43.16 - $45.98 $216 - $230
4.51K $202K
Ishares Bitcoin Trust ETF
3.83K
+ 5.89%
N/A
68.7K $0
Arista Networks Inc
45.8K
+ 88.96%
N/A
97.3K $0
Fidelity Covington Trust
82
+ 0.33%
N/A
24.6K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
2.38K
+ 7.9%
N/A
32.5K $0
Vanguard Wellington Fd
5.75K
+ 19.69%
N/A
35K $0
Tko Group Holdings Inc
2.92K
+ 49.24%
N/A
8.86K $0
Labcorp Holdings Inc
5.12K
+ 98.63%
N/A
10.3K $0
Microchip Technology Inc.
300
+ 2.19%
N/A
14K $0
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
8.95K
+ 5.86%
$3.51 - $4.74 $31.4K - $42.4K
162K $644K
WSO
Watsco Inc

Industrials
30
+ 5.3%
$381.94 - $489.97 $11.5K - $14.7K
596 $240K
WU
Western Union CO

Financial Services
1.83K
+ 2.92%
$7.88 - $8.84 $14.4K - $16.1K
64.3K $513K
NKE
Nike, Inc.

Consumer Cyclical
340
+ 0.95%
$69.24 - $79.24 $23.5K - $26.9K
36.1K $2.52M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
420
+ 1.07%
$22.65 - $25.1 $9.51K - $10.5K
39.6K $906K
DOCU
Docusign, Inc.

Technology
1.08K
+ 4.74%
$67.14 - $85.01 $72.4K - $91.6K
23.8K $1.72M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
135
+ 1.52%
$89.59 - $104.45 $12.1K - $14.1K
9.02K $807K
CAG
Conagra Brands Inc.

Consumer Defensive
725
+ 1.76%
$18.04 - $21.14 $13.1K - $15.3K
41.9K $767K
LYB
Lyondell Basell Industries N.V.

Basic Materials
105
+ 0.79%
$48.34 - $67.22 $5.08K - $7.06K
13.4K $657K
AIN
Albany International Corp

Consumer Cyclical
245
+ 1.8%
$52.8 - $72.53 $12.9K - $17.8K
13.9K $739K
CRM
Salesforce, Inc.

Technology
2.84K
+ 9.31%
$231.66 - $273.65 $659K - $778K
33.4K $7.91M
NOW
Service Now, Inc.

Technology
316
+ 3.4%
$850.86 - $1044.69 $269K - $330K
9.6K $8.84M
Activity Summary
Buys All Purchases 225 New Holdings 48 Increased Positions 177 Sells All Sells 355 Reductions 355 Sold out 0 Options Calls 0 Puts 1
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