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
NLOK
Norton Life Lock Inc.

Technology
5.29K
+ 7.14%
N/A
79.3K $1.7M
MDT
Medtronic PLC

Healthcare
3.51K
+ 4.93%
$80.68 - $88.86 $284K - $312K
74.8K $6.52M
SOXX
Ishares Semiconductor ETF

ETFs
207
+ 17.01%
$154.86 - $239.07 $32.1K - $49.5K
1.42K $339K
EME
Emcor Group, Inc.

Industrials
9
+ 1.51%
$342.02 - $534.89 $3.08K - $4.81K
607 $324K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
14.7K
+ 11.04%
$10.83 - $11.78 $159K - $173K
148K $1.66M
VITL
Vital Farms, Inc.

Consumer Defensive
680
+ 8.65%
$30.52 - $38.52 $20.8K - $26.2K
8.54K $328K
SNPS
Synopsys Inc

Technology
15
+ 1.56%
$380.9 - $517.66 $5.71K - $7.76K
976 $500K
GWW
W.W. Grainger, Inc.

Industrials
68
+ 23.53%
$919.93 - $1101.66 $62.6K - $74.9K
357 $371K
LAMR
Lamar Advertising CO

Real Estate
149
+ 1.68%
$102.35 - $121.67 $15.3K - $18.1K
9.03K $1.1M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
502
+ 20.04%
$86.93 - $109.64 $43.6K - $55K
3.01K $329K
RMBS
Rambus Inc

Technology
189
+ 3.44%
$42.9 - $64.02 $8.11K - $12.1K
5.68K $363K
CHW
Calamos Global Dynamic Income Fund

Financial Services
4.5K
+ 7.51%
$5.59 - $7.13 $25.2K - $32.1K
64.4K $459K
SYY
Sysco Corp

Consumer Defensive
807
+ 3.56%
$68.0 - $75.91 $54.9K - $61.3K
23.5K $1.78M
MET
Metlife Inc

Financial Services
935
+ 18.61%
$68.42 - $82.49 $64K - $77.1K
5.96K $479K
NMIH
Nmi Holdings, Inc.

Financial Services
162
+ 1.44%
$32.79 - $42.24 $5.31K - $6.84K
11.4K $482K
ECL
Ecolab Inc.

Basic Materials
11
+ 0.24%
$225.65 - $270.95 $2.48K - $2.98K
4.5K $1.21M
TMUS
T Mobile Us, Inc.

Communication Services
6.07K
+ 12.58%
$220.99 - $268.54 $1.34M - $1.63M
54.3K $12.9M
KEYS
Keysight Technologies, Inc.

Technology
140
+ 4.03%
$127.02 - $165.4 $17.8K - $23.2K
3.62K $592K
IEFA
Ishares Tr

ETFs
294
+ 5.19%
$67.83 - $84.09 $19.9K - $24.7K
5.96K $497K
AIN
Albany International Corp

Consumer Cyclical
750
+ 5.82%
$59.75 - $70.94 $44.8K - $53.2K
13.6K $956K
ENSG
Ensign Group, Inc

Healthcare
5
+ 0.19%
$119.93 - $156.36 $600 - $782
2.58K $397K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.71K
+ 22.68%
$24.14 - $25.43 $65.5K - $69K
14.7K $363K
RGLD
Royal Gold Inc

Basic Materials
101
+ 3.41%
$155.48 - $186.71 $15.7K - $18.9K
3.06K $544K
PSTL
Postal Realty Trust, Inc.

Real Estate
2.69K
+ 5.72%
$12.59 - $15.36 $33.9K - $41.3K
49.7K $732K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5
+ 0.04%
$114.78 - $133.31 $574 - $667
13.7K $1.82M
RE
Everest Re Group LTD

Financial Services
160
+ 8.21%
N/A
2.11K $781K
PNC
Pnc Financial Services Group, Inc.

Financial Services
124
+ 3.9%
$149.76 - $186.42 $18.6K - $23.1K
3.3K $615K
QTWO
Q2 Holdings, Inc.

Technology
123
+ 3.81%
$68.72 - $95.27 $8.45K - $11.7K
3.35K $313K
USFD
Us Foods Holding Corp.

Consumer Defensive
23
+ 0.52%
$60.47 - $79.12 $1.39K - $1.82K
4.41K $339K
ED
Consolidated Edison Inc

Utilities
2.25K
+ 13.13%
$98.05 - $113.3 $220K - $255K
19.4K $1.94M
HQY
Healthequity, Inc.

Healthcare
39
+ 1.4%
$76.77 - $113.06 $2.99K - $4.41K
2.83K $296K
KEY
Keycorp

Financial Services
586
+ 2.19%
$13.23 - $17.42 $7.75K - $10.2K
27.4K $476K
ELV
Elevance Health, Inc.

Healthcare
190
+ 32.15%
$372.27 - $452.69 $70.7K - $86K
781 $303K
EW
Edwards Lifesciences Corp

Healthcare
146
+ 2.47%
$67.07 - $78.22 $9.79K - $11.4K
6.05K $473K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
61
+ 3.78%
$153.22 - $199.8 $9.35K - $12.2K
1.68K $313K
HCA
Hca Healthcare, Inc.

Healthcare
51
+ 7.98%
$317.61 - $387.52 $16.2K - $19.8K
690 $264K
DHR
Danaher Corp

Healthcare
483
+ 7.06%
$174.64 - $205.16 $84.4K - $99.1K
7.33K $1.45M
TW
Tradeweb Markets Inc.

Financial Services
373
+ 5.89%
$125.37 - $149.02 $46.8K - $55.6K
6.71K $982K
UBS
Ubs Group Ag

Financial Services
42
+ 0.34%
$26.12 - $33.82 $1.1K - $1.42K
12.6K $424K
BDC
Belden Inc.

Technology
59
+ 2.84%
$87.1 - $116.54 $5.14K - $6.88K
2.14K $247K
TXN
Texas Instruments Inc

Technology
199
+ 1.85%
N/A
11K $2.13M
DAL
Delta Air Lines, Inc.

Industrials
52
+ 0.84%
$35.88 - $52.99 $1.87K - $2.76K
6.26K $307K
VRRM
Verra Mobility Corp

Industrials
296
+ 2.91%
$20.85 - $25.4 $6.17K - $7.52K
10.5K $265K
MTRN
Materion Corp

Basic Materials
740
+ 6.86%
$72.15 - $84.25 $53.4K - $62.3K
11.5K $915K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
3.58K
+ 3.36%
$8.06 - $8.4 $28.8K - $30K
110K $924K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
30
+ 0.53%
$50.27 - $62.05 $1.51K - $1.86K
5.72K $353K
TXT
Textron Inc

Industrials
60
+ 1.69%
$60.72 - $80.34 $3.64K - $4.82K
3.61K $289K
HBAN
Huntington Bancshares Inc

Financial Services
300
+ 1.98%
$12.49 - $16.76 $3.75K - $5.03K
15.5K $259K
IWD
Ishares Russell 1000 Val ETF

ETFs
3
+ 0.06%
$166.82 - $194.23 $500 - $583
5.2K $1.01M
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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