Dakota Wealth Management Sells in Q2 2025

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ASTS
Ast Space Mobile, Inc.

Communication Services
-58.6K
- 44.81%
$20.07 - $51.83 $1.18M - $3.04M
72.2K $3.37M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.22K
- 1.49%
$29.15 - $44.46 $35.6K - $54.3K
80.9K $3.51M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-5.99K
- 8.7%
$83.67 - $109.12 $501K - $654K
62.9K $6.86M
MPC
Marathon Petroleum Corp

Energy
-160
- 0.69%
$118.55 - $170.08 $19K - $27.2K
23.2K $3.85M
XLC
Select Sector Spdr Tr Communic

ETFs
-5.11K
- 5.31%
$86.13 - $108.53 $440K - $554K
91.1K $9.89M
HON
Honeywell International Inc

Industrials
-201
- 0.63%
$182.86 - $232.88 $36.8K - $46.8K
31.5K $7.34M
AXON
Axon Enterprise, Inc.

Industrials
-132
- 5.36%
$497.13 - $827.94 $65.6K - $109K
2.33K $1.93M
ETN
Eaton Corp PLC

Industrials
-465
- 4.79%
$246.52 - $356.99 $115K - $166K
9.25K $3.3M
DE
Deere & CO

Industrials
-676
- 2.54%
$412.99 - $531.48 $279K - $359K
25.9K $13.2M
WMT
Walmart Inc.

Consumer Defensive
-2.82K
- 2.72%
$81.79 - $99.98 $231K - $282K
101K $9.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-218
- 1.21%
$456.74 - $568.03 $99.6K - $124K
17.8K $10.1M
XLI
Industrial Sector Spdr

ETFs
-1.21K
- 1.75%
$116.42 - $147.52 $141K - $178K
68K $10M
CCJ
Cameco Corp

Energy
-1.8K
- 5.38%
$36.68 - $74.46 $65.8K - $134K
31.5K $2.34M
BAC
Bank Of America Corp

Financial Services
-8.23K
- 3.31%
$34.39 - $47.46 $283K - $391K
240K $11.4M
COST
Costco Wholesale Corp

Consumer Defensive
-1.18K
- 2.1%
$908.13 - $1056.85 $1.07M - $1.25M
54.9K $54.4M
XLF
Financial Sector Spdr

ETFs
-12.4K
- 1.59%
$43.92 - $52.37 $545K - $650K
768K $40.2M
IWM
Ishares Russell 2000 ETF

ETFs
-7.64K
- 4.02%
$174.82 - $215.79 $1.34M - $1.65M
182K $39.4M
PWR
Quanta Services, Inc.

Industrials
-2.02K
- 9.27%
$239.47 - $381.26 $483K - $769K
19.8K $7.47M
IWR
Ishares Russell Mid Cap ETF

ETFs
-11.9K
- 2.63%
$74.88 - $91.97 $890K - $1.09M
440K $40.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-147
- 0.4%
$320.42 - $421.7 $47.1K - $62K
36.5K $15.4M
VUG
Vanguard Growth ETF

ETFs
-2.63K
- 5.08%
$329.49 - $438.4 $865K - $1.15M
49.1K $21.5M
DIS
Walt Disney CO

Communication Services
-305
- 0.32%
$81.72 - $124.01 $24.9K - $37.8K
95.1K $11.8M
GOOG
Alphabet Inc.

Communication Services
-4.08K
- 2.4%
$146.58 - $180.01 $597K - $734K
166K $29.4M
GOOGL
Alphabet Inc.

Communication Services
-4.75K
- 2.43%
$144.7 - $178.6 $687K - $848K
191K $33.6M
HWM
Howmet Aerospace Inc.

Industrials
-7.98K
- 7.55%
$112.33 - $186.13 $896K - $1.48M
97.7K $18.2M
XLK
Technology Sector Spdr

ETFs
-2.56K
- 1.91%
$179.73 - $253.23 $460K - $649K
132K $33.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-26.3K
- 6.37%
$167.32 - $223.3 $4.4M - $5.87M
387K $84.8M
NFLX
Netflix Inc

Communication Services
-5.22K
- 13.33%
$855.86 - $1339.13 $4.47M - $6.99M
33.9K $45.5M
JPM
Jpmorgan Chase & CO

Financial Services
-3.97K
- 1.55%
$210.28 - $289.91 $835K - $1.15M
252K $73.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.92K
- 1.07%
$498.8 - $620.9 $1.45M - $1.81M
270K $167M
KLAC
Kla Corp

Technology
-3.83K
- 0.44%
$576.53 - $902.94 $2.21M - $3.46M
874K $783M
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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