Dakota Wealth Management Portfolio Holdings
Dakota Wealth Management
- $4.2 Billion
- Q1 2025
Dakota Wealth Management has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.2 Billion distributed in 749 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Kla Corp with a value of $597M, Spdr Bloomberg 1 3 Month T Bil with a value of $169M, Ishares Core S&P 500 ETF with a value of $153M, Apple Inc. with a value of $148M, and Microsoft Corp with a value of $82.6M.
Examining the 13F form we can see an decrease of $41.8M in the current position value, from $4.24B to 4.2B.
Below you can find more details about Dakota Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$4.2 Billion
ETFs: $1.57 Billion
Technology: $1.09 Billion
Financial Services: $414 Million
Healthcare: $252 Million
Communication Services: $198 Million
Consumer Cyclical: $192 Million
Industrials: $178 Million
Consumer Defensive: $138 Million
Other: $173 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 749
- Current Value $4.2 Billion
- Prior Value $4.24 Billion
- Filing
- Period Q1 2025
- Filing Date May 01, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 68 stocks
- Additional Purchases 222 stocks
- Sold out of 0 stocks
- Reduced holdings in 365 stocks