Dakota Wealth Management Sells in Q2 2025

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-571K
- 30.93%
$91.43 - $91.74 $52.2M - $52.4M
1.28M $117M
AAPL
Apple Inc.

Technology
-86K
- 12.87%
$172.42 - $223.89 $14.8M - $19.2M
582K $119M
BMY
Bristol Myers Squibb CO

Healthcare
-219K
- 78.5%
$44.12 - $59.6 $9.65M - $13M
59.9K $2.77M
PGR
Progressive Corp

Financial Services
-40.2K
- 31.45%
$255.27 - $288.74 $10.2M - $11.6M
87.5K $23.4M
OEF
Ishares S&P 100 ETF

ETFs
-46K
- 76.41%
N/A
14.2K $3.78M
VTV
Vanguard Value ETF

ETFs
-65.1K
- 39.25%
$153.67 - $176.74 $10M - $11.5M
101K $17.8M
FICO
Fair Isaac Corp

Technology
-5.46K
- 84.48%
$1503.62 - $2206.01 $8.21M - $12M
1K $1.83M
CMI
Cummins Inc

Industrials
-27.6K
- 58.81%
$267.12 - $336.65 $7.38M - $9.3M
19.4K $6.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-261K
- 33.79%
$24.32 - $27.87 $6.35M - $7.28M
512K $13.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6.33K
- 6.6%
$483.48 - $539.8 $3.06M - $3.41M
89.6K $43.5M
AJG
Arthur J. Gallagher & Co.

Financial Services
-9.89K
- 10.5%
$310.86 - $348.77 $3.07M - $3.45M
84.3K $27M
VO
Vanguard Mid Cap ETF

ETFs
-20.1K
- 66.5%
$228.54 - $279.83 $4.59M - $5.61M
10.1K $2.83M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-49.9K
- 38.8%
$90.56 - $109.49 $4.51M - $5.46M
78.6K $8.59M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-80.1K
- 72.53%
$54.27 - $63.01 $4.35M - $5.05M
30.4K $1.9M
VHT
Vanguard Health Care ETF

ETFs
-14.6K
- 28.87%
$236.71 - $261.92 $3.46M - $3.83M
36K $8.95M
LLY
Eli Lilly & CO

Healthcare
-3.34K
- 8.35%
$713.71 - $898.95 $2.38M - $3M
36.6K $28.6M
VXF
Vanguard Extended Market ETF

ETFs
-28.7K
- 53.6%
$150.43 - $192.71 $4.32M - $5.53M
24.9K $4.79M
ISRG
Intuitive Surgical Inc

Healthcare
-10K
- 43.62%
$451.58 - $565.94 $4.54M - $5.68M
13K $7.06M
UNH
Unitedhealth Group Inc

Healthcare
-924
- 5.48%
$274.35 - $599.47 $253K - $554K
16K $4.98M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-7.14K
- 70.34%
$421.16 - $509.5 $3.01M - $3.64M
3.01K $1.34M
SCHO
Schwab Short Term Us Treasury

ETFs
-134K
- 42.6%
$24.19 - $24.45 $3.25M - $3.29M
181K $4.41M
VRT
Vertiv Holdings CO

Industrials
-35.2K
- 87.88%
N/A
4.86K $421K
AVGO
Broadcom Inc.

Technology
-104K
- 43.74%
$146.29 - $275.65 $15.3M - $28.7M
134K $37M
TFC
Truist Financial Corp

Financial Services
-69.2K
- 51.9%
$34.79 - $42.99 $2.41M - $2.97M
64.1K $2.76M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-218K
- 78.43%
$10.78 - $11.57 $2.34M - $2.52M
59.8K $675K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-31.8K
- 7.71%
$152.93 - $181.74 $4.86M - $5.77M
380K $69.1M
PEP
Pepsico Inc

Consumer Defensive
-7.31K
- 11.42%
$128.02 - $151.37 $936K - $1.11M
56.7K $7.48M
CVX
Chevron Corp

Energy
-2.17K
- 2.92%
$133.73 - $168.51 $290K - $366K
72.3K $10.3M
VNQ
Vanguard Specialized Funds Van

ETFs
-20.5K
- 47.78%
$79.79 - $91.42 $1.64M - $1.88M
22.5K $2M
JNJ
Johnson & Johnson

Healthcare
-1.71K
- 1.5%
$146.36 - $159.82 $250K - $273K
112K $17.1M
XLE
Energy Sector Spdr

ETFs
-4.88K
- 3.23%
$76.44 - $94.13 $373K - $460K
146K $12.4M
TJX
Tjx Companies Inc

Consumer Cyclical
-14.7K
- 11.12%
$119.13 - $135.03 $1.75M - $1.98M
117K $14.5M
AVUV
American Centy ETF Tr Avantis

ETFs
-21K
- 23.0%
$75.17 - $91.21 $1.58M - $1.91M
70.2K $6.39M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-130K
- 62.93%
$10.29 - $11.24 $1.33M - $1.46M
76.3K $833K
BDX
Becton Dickinson & CO

Healthcare
-404
- 1.65%
$165.15 - $226.42 $66.7K - $91.5K
24.1K $4.14M
OKE
Oneok Inc

Energy
-12.5K
- 52.61%
$78.71 - $100.37 $986K - $1.26M
11.3K $921K
HD
Home Depot, Inc.

Consumer Cyclical
-3.92K
- 9.76%
$335.24 - $380.78 $1.31M - $1.49M
36.2K $13.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-27.8K
- 30.81%
$51.16 - $62.02 $1.42M - $1.72M
62.4K $3.87M
XLV
Select Sector Spdr Fund Health

ETFs
-2.23K
- 2.29%
$128.77 - $144.3 $287K - $322K
95.1K $12.8M
ABBV
Abb Vie Inc.

Healthcare
-1.69K
- 3.82%
$170.16 - $206.27 $288K - $349K
42.6K $7.9M
IBB
Ishares Biotechnology ETF

ETFs
-10.6K
- 69.37%
$112.02 - $129.0 $1.19M - $1.37M
4.7K $594K
PG
Procter & Gamble CO

Consumer Defensive
-2.46K
- 3.15%
$157.66 - $172.39 $388K - $425K
75.8K $12.1M
ZTS
Zoetis Inc.

Healthcare
-3.92K
- 5.98%
$144.41 - $170.3 $566K - $668K
61.6K $9.61M
MSI
Motorola Solutions, Inc.

Technology
-2.61K
- 79.4%
$394.72 - $440.39 $1.03M - $1.15M
677 $284K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-24.4K
- 34.08%
$47.02 - $47.83 $1.15M - $1.17M
47.2K $2.26M
COOP
Mr. Cooper Group Inc.

Financial Services
-11.7K
- 57.0%
$107.26 - $155.96 $1.26M - $1.83M
8.84K $1.32M
VEU
Vanguard Ftse All World Ex Us

ETFs
-35.8K
- 17.45%
$54.19 - $67.22 $1.94M - $2.4M
169K $11.4M
ARW
Arrow Electronics Inc

Technology
-10.4K
- 85.24%
$90.32 - $128.28 $942K - $1.34M
1.81K $230K
COP
Conocophillips

Energy
-501
- 0.81%
$82.66 - $106.1 $41.4K - $53.2K
61.2K $5.5M
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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