Dakota Wealth Management Sells in Q1 2025

Dakota Wealth Management

  • $4.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-48.8K
- 18.16%
$375.39 - $447.2 $18.3M - $21.8M
220K $82.6M
NVDA
Nvidia Corp

Technology
-106K
- 22.34%
$106.98 - $149.43 $11.4M - $15.9M
370K $40.1M
AAPL
Apple Inc.

Technology
-1.94K
- 0.29%
$209.68 - $247.1 $406K - $479K
668K $148M
AVGO
Broadcom Inc.

Technology
-7.02K
- 2.86%
$167.43 - $244.7 $1.18M - $1.72M
238K $39.9M
CRM
Salesforce, Inc.

Technology
-48.5K
- 87.01%
$268.36 - $359.95 $13M - $17.5M
7.24K $1.94M
GOOGL
Alphabet Inc.

Communication Services
-50K
- 20.4%
$154.33 - $206.19 $7.72M - $10.3M
195K $30.2M
RACE
Ferrari N.V.

Consumer Cyclical
-36.4K
- 93.25%
$413.73 - $508.15 $15.1M - $18.5M
2.64K $1.13M
HD
Home Depot, Inc.

Consumer Cyclical
-36.3K
- 47.46%
$347.25 - $424.87 $12.6M - $15.4M
40.1K $14.7M
CTAS
Cintas Corp

Industrials
-78.1K
- 84.35%
$182.09 - $208.14 $14.2M - $16.3M
14.5K $2.98M
ETN
Eaton Corp PLC

Industrials
-39.7K
- 80.35%
$271.83 - $371.23 $10.8M - $14.7M
9.72K $2.64M
PNR
Pentair PLC

Industrials
-118K
- 62.4%
$84.0 - $105.35 $9.9M - $12.4M
71K $6.21M
OEF
Ishares S&P 100 ETF

ETFs
-40.6K
- 40.26%
N/A
60.2K $16M
LLY
Eli Lilly & CO

Healthcare
-16.2K
- 28.81%
$725.72 - $929.72 $11.7M - $15M
40K $33M
NOW
Service Now, Inc.

Technology
-4.63K
- 33.96%
$783.83 - $1170.39 $3.63M - $5.42M
9K $7.17M
GOOG
Alphabet Inc.

Communication Services
-7.34K
- 4.15%
$156.06 - $207.71 $1.15M - $1.53M
170K $26.5M
GNRC
Generac Holdings Inc.

Industrials
-44.9K
- 91.7%
$126.65 - $164.06 $5.69M - $7.37M
4.07K $514K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-72K
- 21.6%
$81.83 - $82.73 $5.9M - $5.96M
261K $21.6M
XLC
Select Sector Spdr Tr Communic

ETFs
-54.4K
- 36.11%
$94.84 - $105.31 $5.16M - $5.73M
96.2K $9.28M
UNH
Unitedhealth Group Inc

Healthcare
-11K
- 39.53%
$461.52 - $548.18 $5.09M - $6.05M
16.9K $8.84M
IWM
Ishares Russell 2000 ETF

ETFs
-4.54K
- 2.34%
$198.1 - $229.79 $900K - $1.04M
190K $37.9M
VUG
Vanguard Growth ETF

ETFs
-6.44K
- 11.07%
$369.1 - $427.61 $2.38M - $2.75M
51.7K $19.2M
APP
App Lovin Corp

Technology
-9.31K
- 32.24%
$238.08 - $510.13 $2.22M - $4.75M
19.6K $5.18M
ROP
Roper Technologies Inc

Industrials
-8.33K
- 73.43%
$502.71 - $593.81 $4.19M - $4.95M
3.01K $1.78M
PG
Procter & Gamble CO

Consumer Defensive
-25.6K
- 24.66%
$158.56 - $176.26 $4.06M - $4.52M
78.3K $13.3M
EMN
Eastman Chemical CO

Basic Materials
-42.3K
- 94.57%
$87.05 - $103.47 $3.68M - $4.37M
2.42K $213K
XLK
Technology Sector Spdr

ETFs
-1.08K
- 0.8%
$206.38 - $242.18 $223K - $262K
134K $27.7M
ZTS
Zoetis Inc.

Healthcare
-21.4K
- 24.65%
$156.48 - $175.67 $3.36M - $3.77M
65.5K $10.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.91K
- 16.2%
$222.15 - $428.22 $646K - $1.25M
15.1K $3.9M
GWW
W.W. Grainger, Inc.

Industrials
-3K
- 91.21%
$953.54 - $1132.42 $2.86M - $3.39M
289 $285K
PEP
Pepsico Inc

Consumer Defensive
-17.5K
- 21.51%
$142.64 - $156.42 $2.5M - $2.74M
64K $9.6M
TTD
Trade Desk, Inc.

Technology
-19.5K
- 72.27%
$53.59 - $126.58 $1.04M - $2.46M
7.47K $408K
PFF
Ishares Trust Ishares Pfd And

ETFs
-61.6K
- 5.3%
$30.73 - $32.26 $1.89M - $1.99M
1.1M $33.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
-13.7K
- 2.94%
$82.81 - $92.93 $1.13M - $1.27M
452K $38.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.56K
- 6.52%
$360.07 - $417.26 $920K - $1.07M
36.6K $13.2M
PLTR
Palantir Technologies Inc.

Technology
-34.4K
- 53.82%
$64.98 - $124.62 $2.23M - $4.29M
29.5K $2.49M
VTV
Vanguard Value ETF

ETFs
-16.5K
- 9.06%
$167.73 - $179.21 $2.77M - $2.96M
166K $28.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.34K
- 5.41%
$102.49 - $119.96 $753K - $881K
128K $13.4M
CAT
Caterpillar Inc

Industrials
-2.72K
- 7.04%
$326.75 - $407.63 $887K - $1.11M
35.9K $11.8M
META
Meta Platforms, Inc.

Communication Services
-917
- 0.91%
$576.36 - $736.67 $529K - $676K
99.9K $57.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-4.11K
- 58.04%
$283.06 - $421.16 $1.16M - $1.73M
2.97K $840K
ACN
Accenture PLC

Technology
-879
- 2.31%
$300.91 - $398.25 $264K - $350K
37.2K $11.6M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-153K
- 72.84%
$11.17 - $11.61 $1.71M - $1.78M
57.1K $642K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-33K
- 6.74%
$49.78 - $53.19 $1.64M - $1.76M
457K $23.3M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-12.1K
- 14.89%
$91.68 - $109.93 $1.11M - $1.33M
68.9K $6.45M
AXON
Axon Enterprise, Inc.

Industrials
-2.17K
- 46.83%
$496.65 - $710.01 $1.08M - $1.54M
2.46K $1.3M
MUSI
American Centy ETF Tr Multisec

ETFs
-34K
- 15.96%
$42.96 - $44.13 $1.46M - $1.5M
179K $7.83M
QTWO
Q2 Holdings, Inc.

Technology
-12.8K
- 79.87%
$71.37 - $102.68 $914K - $1.31M
3.23K $258K
DEO
Diageo PLC

Consumer Defensive
-6.24K
- 21.01%
$104.79 - $126.12 $654K - $787K
23.5K $2.46M
IWD
Ishares Russell 1000 Val ETF

ETFs
-6.68K
- 56.27%
$182.82 - $196.21 $1.22M - $1.31M
5.19K $977K
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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