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
KNTK
Kinetik Holdings Inc.

Energy
95
+ 0.5%
$49.51 - $66.5 $4.7K - $6.32K
19.3K $1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 0.07%
$634.14 - $744.83 $634 - $745
1.37K $866K
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.42K
+ 8.64%
$468.34 - $539.52 $2.54M - $2.93M
68.1K $32M
IWB
Ishares Tr Russell 1000 ETF

ETFs
158
+ 1.49%
$302.31 - $337.54 $47.8K - $53.3K
10.7K $3.29M
CODI
Compass Diversified Holdings

Industrials
80
+ 0.29%
$18.67 - $22.9 $1.49K - $1.83K
28K $523K
FLYW
Flywire Corp

Technology
1.07K
+ 8.69%
$9.5 - $21.27 $10.1K - $22.7K
13.3K $126K
TER
Teradyne, Inc

Technology
1.21K
+ 22.6%
$82.6 - $140.0 $99.9K - $169K
6.57K $542K
PANW
Palo Alto Networks Inc

Technology
1.7K
+ 4.47%
$167.82 - $208.28 $285K - $353K
39.6K $6.76M
ITOT
Ishares Core S&P Total U.S. St

ETFs
620
+ 1.58%
$120.29 - $134.6 $74.6K - $83.5K
39.9K $4.87M
VB
Vanguard Small Cap ETF

ETFs
197
+ 1.41%
$217.89 - $252.64 $42.9K - $49.8K
14.2K $3.15M
DIS
Walt Disney CO

Communication Services
8.19K
+ 9.39%
$96.87 - $114.0 $793K - $934K
95.4K $9.41M
BX
Blackstone Inc.

Financial Services
6.35K
+ 17.29%
$136.53 - $186.74 $867K - $1.19M
43.1K $6.02M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
37
+ 0.31%
$522.96 - $601.18 $19.3K - $22.2K
12K $6.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37
+ 0.21%
$507.05 - $563.67 $18.8K - $20.9K
18K $9.26M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
629
+ 3.62%
$165.25 - $224.62 $104K - $141K
18K $2.99M
SPYG
Spdr Portfolio

ETFs
14.2K
+ 6.61%
$80.05 - $92.39 $1.13M - $1.31M
228K $18.4M
PWR
Quanta Services, Inc.

Industrials
2.61K
+ 13.63%
$236.71 - $358.03 $618K - $935K
21.8K $5.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.85K
+ 2.52%
$551.42 - $612.93 $1.02M - $1.14M
75.5K $42.2M
ORCL
Oracle Corp

Technology
7.32K
+ 5.47%
$139.81 - $186.47 $1.02M - $1.37M
141K $19.7M
IVV
Ishares Core S&P 500 ETF

ETFs
285
+ 0.1%
$554.06 - $615.85 $158K - $176K
273K $153M
AMZN
Amazon Com Inc

Consumer Cyclical
4.49K
+ 1.1%
$190.26 - $242.06 $855K - $1.09M
413K $78.6M
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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