Dakota Wealth Management Reduced Holdings in Q4 2024

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOX
Vanguard Communication Service

ETFs
-335
- 1.6%
$144.31 - $163.57 $48.3K - $54.8K
20.6K $3.19M
GBCI
Glacier Bancorp, Inc.

Financial Services
-500
- 1.27%
$44.09 - $58.89 $22K - $29.4K
38.9K $1.95M
MS
Morgan Stanley

Financial Services
-704
- 6.24%
$104.42 - $134.99 $73.5K - $95K
10.6K $1.33M
CRDO
Credo Technology Group Holding LTD

Technology
-1.33K
- 17.26%
$30.16 - $77.25 $40K - $103K
6.36K $428K
KNTK
Kinetik Holdings Inc.

Energy
-519
- 2.64%
$45.65 - $61.95 $23.7K - $32.2K
19.2K $1.09M
SHOP
Shopify Inc.

Technology
-185
- 2.07%
$78.14 - $119.49 $14.5K - $22.1K
8.73K $928K
WTW
Willis Towers Watson PLC

Financial Services
-510
- 1.99%
$287.99 - $332.53 $147K - $170K
25.1K $7.83M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-540
- 3.73%
$47.29 - $84.74 $25.5K - $45.8K
13.9K $1.04M
SCHW
Schwab Charles Corp

Financial Services
-858
- 2.1%
$63.31 - $82.85 $54.3K - $71.1K
39.9K $2.95M
GPN
Global Payments Inc

Industrials
-548
- 1.36%
$97.57 - $119.38 $53.5K - $65.4K
39.8K $4.46M
WMT
Walmart Inc.

Consumer Defensive
-2.76K
- 3.68%
$79.1 - $95.7 $218K - $264K
72.3K $6.53M
XLK
Technology Sector Spdr

ETFs
-1.93K
- 1.41%
$220.26 - $241.44 $425K - $466K
135K $31.5M
XLY
Select Sector Spdr Consumer Di

ETFs
-344
- 1.21%
$194.8 - $239.43 $67K - $82.4K
28.2K $6.33M
GM
General Motors CO

Consumer Cyclical
-515
- 0.67%
$44.82 - $60.2 $23.1K - $31K
76.2K $4.06M
DIS
Walt Disney CO

Communication Services
-3.77K
- 4.15%
$92.39 - $117.6 $349K - $444K
87.2K $9.71M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-19
- 0.05%
$370.24 - $418.94 $7.03K - $7.96K
39.2K $15.7M
GS
Goldman Sachs Group Inc

Financial Services
-170
- 1.05%
$486.1 - $608.57 $82.6K - $103K
16.1K $9.19M
CSCO
Cisco Systems, Inc.

Technology
-1.76K
- 0.82%
$52.45 - $60.02 $92.1K - $105K
214K $12.6M
KMI
Kinder Morgan, Inc.

Energy
-9.78K
- 3.48%
$22.59 - $28.54 $221K - $279K
271K $7.42M
COF
Capital One Financial Corp

Financial Services
-691
- 1.4%
$145.19 - $192.01 $100K - $133K
48.5K $8.65M
NOW
Service Now, Inc.

Technology
-843
- 5.82%
$867.18 - $1148.42 $731K - $968K
13.6K $14.5M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-10.8K
- 14.11%
$173.13 - $258.09 $1.88M - $2.8M
66K $15.2M
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 0.02%
$873.59 - $994.69 $10.5K - $11.9K
56K $51.3M
XLF
Financial Sector Spdr

ETFs
-9K
- 1.13%
$44.89 - $51.34 $404K - $462K
790K $38.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.35K
- 6.99%
$213.65 - $479.86 $288K - $648K
18K $7.25M
PLTR
Palantir Technologies Inc.

Technology
-4.01K
- 5.91%
$36.46 - $82.38 $146K - $331K
63.9K $4.83M
NVDA
Nvidia Corp

Technology
-27K
- 5.36%
$117.0 - $148.88 $3.16M - $4.02M
476K $64M
APP
App Lovin Corp

Technology
-17.7K
- 37.95%
$130.67 - $401.5 $2.31M - $7.09M
28.9K $9.35M
GOOG
Alphabet Inc.

Communication Services
-3.15K
- 1.75%
$163.08 - $198.16 $514K - $624K
177K $33.7M
NFLX
Netflix Inc

Communication Services
-1.2K
- 2.77%
$687.65 - $936.56 $827K - $1.13M
42.2K $37.6M
AAPL
Apple Inc.

Technology
-16.3K
- 2.37%
$221.69 - $259.02 $3.61M - $4.21M
670K $168M
AMZN
Amazon Com Inc

Consumer Cyclical
-10.5K
- 2.51%
$180.88 - $232.93 $1.9M - $2.45M
409K $89.6M
AVGO
Broadcom Inc.

Technology
-15.9K
- 6.1%
$159.67 - $250.0 $2.55M - $3.99M
245K $56.9M
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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