Dakota Wealth Management New Holdings in Q4 2024

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SNOW
Snowflake Inc.

Technology
24.2K
New
$109.65 - $186.51 $2.65M - $4.5M
24.2K $3.73M
RMD
Resmed Inc

Healthcare
12.5K
New
$228.69 - $256.07 $2.85M - $3.2M
12.5K $2.85M
VV
Vanguard Large Cap ETF

ETFs
5.6K
New
$260.27 - $280.65 $1.46M - $1.57M
5.6K $1.51M
VEEV
Veeva Systems Inc

Healthcare
7K
New
$201.81 - $250.45 $1.41M - $1.75M
7K $1.47M
VLO
Valero Energy Corp

Energy
11.7K
New
$118.59 - $144.02 $1.39M - $1.69M
11.7K $1.44M
PKG
Packaging Corp Of America

Consumer Cyclical
5.93K
New
$211.98 - $248.85 $1.26M - $1.48M
5.93K $1.33M
KD
Kyndryl Holdings, Inc.

Technology
35.3K
New
$22.43 - $35.79 $791K - $1.26M
35.3K $1.22M
EFG
Msci Eafe Growth ETF

ETFs
12K
New
$96.83 - $106.88 $1.16M - $1.28M
12K $1.16M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
71.3K
New
$12.95 - $17.41 $924K - $1.24M
71.3K $1.05M
PDCO
Patterson Companies, Inc.

Healthcare
33.4K
New
$19.57 - $31.4 $654K - $1.05M
33.4K $1.03M
CARG
Car Gurus, Inc.

Communication Services
24.7K
New
$29.05 - $38.78 $717K - $957K
24.7K $901K
WRBY
Warby Parker Inc.

Healthcare
37K
New
$15.04 - $25.72 $556K - $951K
37K $894K
ZM
Zoom Video Communications, Inc.

Technology
10.4K
New
$67.21 - $89.03 $700K - $927K
10.4K $849K
SAP
Sap Se

Technology
3.23K
New
$218.13 - $255.54 $704K - $825K
3.23K $795K
GOGL
Golden Ocean Group LTD

Industrials
85.9K
New
$8.62 - $13.16 $741K - $1.13M
85.9K $769K
GDDY
Go Daddy Inc.

Technology
2.74K
New
$153.16 - $209.03 $420K - $574K
2.74K $541K
PRIM
Primoris Services Corp

Industrials
7.05K
New
$57.06 - $84.91 $402K - $599K
7.05K $538K
ALKT
Alkami Technology, Inc.

Technology
14.1K
New
$31.06 - $42.22 $438K - $596K
14.1K $517K
COIN
Coinbase Global, Inc.

Technology
2.05K
New
$163.17 - $343.62 $334K - $704K
2.05K $509K
DDOG
Datadog, Inc.

Technology
3.05K
New
$113.98 - $168.65 $347K - $514K
3.05K $435K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
16.9K
New
$22.71 - $23.47 $384K - $397K
16.9K $385K
APPF
Appfolio Inc

Technology
1.37K
New
$192.07 - $269.26 $264K - $370K
1.37K $338K
LPLA
Lpl Financial Holdings Inc.

Financial Services
986
New
$229.85 - $335.91 $227K - $331K
986 $321K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.77K
New
$111.85 - $120.71 $310K - $334K
2.77K $319K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.2K
New
$23.88 - $24.32 $314K - $320K
13.2K $315K
STEW
Boulder Growth & Income Fund

Financial Services
19.2K
New
$15.33 - $16.73 $295K - $322K
19.2K $307K
RMBS
Rambus Inc

Technology
5.52K
New
$40.13 - $59.14 $221K - $326K
5.52K $291K
GDYN
Grid Dynamics Holdings, Inc.

Technology
12.7K
New
$13.96 - $22.7 $178K - $289K
12.7K $282K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11K
New
$24.82 - $25.48 $273K - $280K
11K $273K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.97K
New
$90.66 - $99.46 $269K - $295K
2.97K $269K
RELY
Remitly Global, Inc.

Technology
11.9K
New
$12.69 - $23.07 $152K - $275K
11.9K $269K
AZPN
Aspen Technology, Inc.

Technology
1.05K
New
$231.19 - $253.16 $243K - $266K
1.05K $262K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.51K
New
$100.18 - $109.1 $251K - $273K
2.51K $262K
SLM
Slm Corp

Financial Services
9.5K
New
$21.37 - $28.14 $203K - $267K
9.5K $261K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.98K
New
$63.58 - $71.15 $253K - $283K
3.98K $258K
MC
Moelis & CO

Financial Services
3.46K
New
$65.74 - $80.49 $227K - $278K
3.46K $255K
BL
Blackline, Inc.

Technology
4.02K
New
$53.92 - $64.91 $217K - $261K
4.02K $244K
PB
Prosperity Bancshares Inc

Financial Services
3.15K
New
$70.04 - $85.07 $220K - $268K
3.15K $237K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
11.3K
New
$19.73 - $23.93 $223K - $271K
11.3K $236K
VST
Vistra Corp.

Utilities
1.68K
New
$115.74 - $166.61 $194K - $279K
1.68K $231K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.93K
New
$115.08 - $119.55 $222K - $231K
1.93K $223K
PPL
Ppl Corp

Utilities
6.69K
New
$31.47 - $35.0 $211K - $234K
6.69K $217K
OWL
Blue Owl Capital Inc.

Financial Services
9.26K
New
$19.51 - $24.81 $181K - $230K
9.26K $215K
APD
Air Products & Chemicals, Inc.

Basic Materials
740
New
$285.5 - $335.62 $211K - $248K
740 $214K
XT
Ishares Tr Exponential Technol

ETFs
3.57K
New
$58.7 - $62.72 $210K - $224K
3.57K $213K
RVLV
Revolve Group, Inc.

Consumer Cyclical
6.31K
New
$23.44 - $38.8 $148K - $245K
6.31K $211K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
3.94K
New
$49.84 - $59.6 $196K - $235K
3.94K $208K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3K
New
$63.19 - $73.31 $190K - $220K
3K $206K
PCTY
Paylocity Holding Corp

Technology
1.02K
New
$162.14 - $213.79 $165K - $217K
1.02K $202K
Activity Summary
Buys All Purchases 331 New Holdings 77 Increased Positions 254 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 3
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