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
XVV
Ishares Tr Esg Screened S&P 50

ETFs
14
+ 0.22%
$37.93 - $47.69 $531 - $668
6.29K $299K
HOMB
Home Bancshares Inc

Financial Services
1.02K
+ 11.22%
$25.05 - $29.62 $25.4K - $30.1K
10.1K $286K
CI
Cigna Corp

Healthcare
88
+ 11.72%
$301.89 - $340.04 $26.6K - $29.9K
839 $277K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
4
+ 0.16%
$101.97 - $126.75 $408 - $507
2.5K $317K
VIS
Vanguard Industrial ETF

ETFs
2
+ 0.24%
$220.04 - $280.07 $440 - $560
835 $233K
VFH
Vanguard Financial ETF

ETFs
1
+ 0.03%
$104.87 - $127.3 $105 - $127
3.15K $401K
PB
Prosperity Bancshares Inc

Financial Services
370
+ 9.37%
$63.76 - $73.75 $23.6K - $27.3K
4.32K $303K
TROW
Price T Rowe Group Inc

Financial Services
114
+ 4.7%
$80.27 - $98.06 $9.15K - $11.2K
2.54K $244K
DRI
Darden Restaurants Inc

Consumer Cyclical
39
+ 3.92%
$186.58 - $225.78 $7.28K - $8.81K
1.03K $225K
OSBC
Old Second Bancorp Inc

Financial Services
228
+ 1.9%
$14.45 - $17.74 $3.29K - $4.04K
12.3K $217K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
338
+ 5.7%
$48.13 - $49.85 $16.3K - $16.8K
6.26K $307K
KNSL
Kinsale Capital Group, Inc.

Financial Services
31
+ 5.61%
$419.99 - $501.97 $13K - $15.6K
584 $282K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
1.89K
+ 17.06%
$21.4 - $26.31 $40.5K - $49.8K
13K $281K
SPSC
Sps Commerce Inc

Technology
34
+ 2.02%
$121.61 - $152.67 $4.13K - $5.19K
1.71K $233K
XEL
Xcel Energy Inc

Utilities
975
+ 4.62%
$65.65 - $72.39 $64K - $70.6K
22.1K $1.5M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
113
+ 3.22%
N/A
3.62K $201K
FE
Firstenergy Corp

Utilities
153
+ 2.0%
$38.31 - $43.17 $5.86K - $6.61K
7.79K $313K
VDC
Vanguard Consumer Staples ETF

ETFs
3
+ 0.32%
$204.89 - $224.73 $615 - $674
928 $203K
NEEPRR
Nextera Energy Inc Corporate U
2.14K
+ 12.11%
N/A
19.8K $0
Corpay Inc
3
+ 0.47%
N/A
640 $0
Fidelity Covington Trust
79
+ 0.32%
N/A
24.6K $0
Ribbon Acquisition Corp
6.52K
+ 28.59%
N/A
29.3K $0
CRH.L
Crh PLC

Basic Materials
324
+ 10.86%
N/A
3.31K $0
Arista Networks Inc
32.6K
+ 172.01%
N/A
51.5K $0
Canadian Pacific Kansas City
310
+ 2.33%
N/A
13.6K $0
SEMR
Se Mrush Holdings, Inc.

Technology
555
+ 3.41%
$8.29 - $10.97 $4.6K - $6.09K
16.9K $152K
Aptiv PLC
2.72K
+ 12.49%
N/A
24.5K $0
Range Cap Acquisition Corp
29.2K
+ 94.65%
N/A
60.1K $0
Vanguard Wellington Fd
13K
+ 80.25%
N/A
29.2K $0
Cava Group Inc
657
+ 2.55%
N/A
26.4K $0
Waystar Hldg Corp
1.21K
+ 3.62%
N/A
34.7K $0
Ark 21 Shares Bitcoin ETF
125K
+ 200.0%
N/A
188K $0
Tko Group Holdings Inc
667
+ 12.65%
N/A
5.94K $0
Linde PLC
425
+ 14.05%
N/A
3.45K $0
Tempus Ai Inc
22.1K
+ 67.83%
N/A
54.6K $0
Jacobs Solutions Inc
46
+ 1.9%
N/A
2.46K $0
Ishares Bitcoin Trust ETF
3.16K
+ 5.11%
N/A
64.9K $0
HURN
Huron Consulting Group Inc.

Industrials
62
+ 2.82%
$132.14 - $153.61 $8.19K - $9.52K
2.26K $310K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
2.1K
+ 2.74%
$9.61 - $10.53 $20.2K - $22.1K
78.8K $790K
FDX
Fedex Corp

Industrials
30
+ 2.9%
$198.07 - $245.17 $5.94K - $7.36K
1.07K $242K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
6.27K
+ 7.65%
$10.67 - $15.71 $66.9K - $98.5K
88.3K $1.15M
WST
West Pharmaceutical Services Inc

Healthcare
4
+ 0.14%
$190.39 - $227.7 $762 - $911
2.84K $622K
WCN
Waste Connections, Inc.

Industrials
10
+ 0.53%
$183.26 - $199.95 $1.83K - $2K
1.9K $354K
ACGL
Arch Capital Group Ltd.

Financial Services
188
+ 3.02%
$84.99 - $96.82 $16K - $18.2K
6.41K $583K
NOC
Northrop Grumman Corp

Industrials
80
+ 1.76%
$456.3 - $540.39 $36.5K - $43.2K
4.64K $2.32M
UNP
Union Pacific Corp

Industrials
304
+ 2.12%
$208.27 - $238.46 $63.3K - $72.5K
14.7K $3.37M
HTGC
Hercules Capital, Inc.

Financial Services
600
+ 1.6%
$16.24 - $19.1 $9.74K - $11.5K
38K $694K
MMSI
Merit Medical Systems Inc

Healthcare
90
+ 3.21%
$88.48 - $107.04 $7.96K - $9.63K
2.89K $270K
SWK
Stanley Black & Decker, Inc.

Industrials
1.17K
+ 10.31%
$55.86 - $76.98 $65.2K - $89.8K
12.5K $845K
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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