Dakota Wealth Management New Holdings in Q2 2025

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EZU
Ishares Inc Msci Eurozone ETF

ETFs
179K
New
$47.63 - $60.01 $8.55M - $10.8M
179K $10.7M
WRB
Berkley W R Corp

Financial Services
76.3K
New
$64.28 - $75.17 $4.91M - $5.74M
76.3K $5.61M
ERJ
Embraer S.A.

Industrials
94.7K
New
$40.42 - $56.91 $3.83M - $5.39M
94.7K $5.39M
DPZ
Dominos Pizza Inc

Consumer Cyclical
11.1K
New
$430.72 - $497.52 $4.79M - $5.53M
11.1K $5.01M
EVRG
Evergy, Inc.

Utilities
36.7K
New
$64.06 - $69.64 $2.35M - $2.56M
36.7K $2.53M
AMCR
Amcor PLC

Consumer Cyclical
198K
New
$8.57 - $9.81 $1.7M - $1.94M
198K $1.82M
ALLE
Allegion PLC

Industrials
10.7K
New
$118.52 - $145.64 $1.27M - $1.56M
10.7K $1.54M
FFIV
F5, Inc.

Technology
4.77K
New
$239.25 - $295.9 $1.14M - $1.41M
4.77K $1.4M
JBL
Jabil Inc

Technology
5.75K
New
$116.88 - $218.1 $672K - $1.25M
5.75K $1.25M
CEG
Constellation Energy Corp

Utilities
3.77K
New
$170.96 - $322.76 $645K - $1.22M
3.77K $1.22M
CELH
Celsius Holdings, Inc.

Consumer Defensive
22.6K
New
$33.89 - $46.39 $766K - $1.05M
22.6K $1.05M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
85.6K
New
$11.35 - $12.45 $972K - $1.07M
85.6K $1.02M
ESE
Esco Technologies Inc

Technology
5.1K
New
$139.86 - $194.5 $714K - $992K
5.1K $978K
BMI
Badger Meter Inc

Technology
3.98K
New
$170.72 - $254.17 $679K - $1.01M
3.98K $973K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
7.27K
New
$97.32 - $136.25 $708K - $991K
7.27K $925K
KR
Kroger CO

Consumer Defensive
12.6K
New
$64.62 - $74.0 $816K - $935K
12.6K $906K
BRO
Brown & Brown, Inc.

Financial Services
8.02K
New
$104.48 - $124.43 $838K - $998K
8.02K $889K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
8.88K
New
$78.85 - $101.3 $700K - $900K
8.88K $876K
VICI
Vici Properties Inc.

Real Estate
26.4K
New
$29.41 - $32.97 $778K - $872K
26.4K $862K
TDW
Tidewater Inc

Energy
18.4K
New
$32.27 - $48.26 $593K - $887K
18.4K $847K
IQV
Iqvia Holdings Inc.

Healthcare
5.08K
New
$137.0 - $174.37 $697K - $886K
5.08K $801K
LYB
Lyondell Basell Industries N.V.

Basic Materials
13.3K
New
$53.23 - $70.65 $708K - $940K
13.3K $769K
CRDO
Credo Technology Group Holding LTD

Technology
5.45K
New
$33.3 - $95.05 $181K - $518K
5.45K $504K
HEI
Heico Corp

Industrials
1.52K
New
$236.44 - $328.0 $359K - $498K
1.52K $497K
NEU
Newmarket Corp

Basic Materials
710
New
$519.95 - $690.86 $369K - $491K
710 $490K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
17K
New
$25.26 - $29.45 $429K - $500K
17K $472K
DOX
Amdocs LTD

Technology
5.02K
New
$80.46 - $94.08 $404K - $472K
5.02K $457K
ROLL
Rbc Bearings Inc

Industrials
1.63K
New
N/A
1.63K $401K
ETR
Entergy Corp

Utilities
4.43K
New
$79.01 - $86.61 $350K - $383K
4.43K $367K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
7.1K
New
$25.35 - $64.65 $180K - $459K
7.1K $353K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
8.67K
New
$32.99 - $38.56 $286K - $334K
8.67K $329K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.63K
New
$49.95 - $128.54 $131K - $338K
2.63K $327K
INOD
Innodata Inc

Technology
6.26K
New
$29.68 - $51.96 $186K - $325K
6.26K $320K
EHC
Encompass Health Corp

Healthcare
2.59K
New
$96.12 - $122.63 $249K - $317K
2.59K $317K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
11.9K
New
$21.27 - $26.73 $253K - $318K
11.9K $260K
FLEX
Flex Ltd.

Technology
5.02K
New
$26.68 - $50.09 $134K - $252K
5.02K $250K
BL
Blackline, Inc.

Technology
4.34K
New
$42.27 - $58.22 $183K - $253K
4.34K $245K
DELL
Dell Technologies Inc.

Technology
1.91K
New
$71.63 - $125.98 $137K - $241K
1.91K $234K
SPGI
S&P Global Inc.

Financial Services
440
New
$438.31 - $527.29 $193K - $232K
440 $232K
PI
Impinj Inc

Technology
2.1K
New
$62.54 - $125.05 $131K - $262K
2.1K $232K
ADMA
Adma Biologics, Inc.

Healthcare
12.7K
New
$17.6 - $24.51 $223K - $310K
12.7K $230K
AGM
Federal Agricultural Mortgage Corp

Financial Services
1.15K
New
$165.45 - $198.11 $190K - $227K
1.15K $223K
VVV
Valvoline Inc

Energy
5.85K
New
$31.48 - $38.2 $184K - $223K
5.85K $221K
AX
Axos Financial, Inc.

Financial Services
2.83K
New
$56.36 - $76.85 $159K - $217K
2.83K $214K
MGK
Vanguard Mega Cap Growth ETF

ETFs
582
New
$273.67 - $366.17 $159K - $213K
582 $213K
WDC
Western Digital Corp

Technology
3.34K
New
$30.54 - $63.99 $102K - $214K
3.34K $213K
ALG
Alamo Group Inc

Industrials
978
New
$158.47 - $219.45 $155K - $215K
978 $213K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.58K
New
$104.23 - $134.39 $165K - $213K
1.58K $212K
BRC
Brady Corp

Industrials
3.11K
New
$64.32 - $76.24 $200K - $237K
3.11K $211K
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
Track This Portfolio

Track Dakota Wealth Management Portfolio

Follow Dakota Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email