Dakota Wealth Management Portfolio Holdings
Dakota Wealth Management
- $4.35 Billion
- Q3 2024
Dakota Wealth Management has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.35 Billion distributed in 733 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Kla Corp with a value of $695M, Apple Inc. with a value of $160M, Ishares Core S&P 500 ETF with a value of $157M, Microsoft Corp with a value of $117M, and Spdr Bloomberg 1 3 Month T Bil with a value of $86.4M.
Examining the 13F form we can see an increase of $172M in the current position value, from $4.18B to 4.35B.
Below you can find more details about Dakota Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$4.35 Billion
ETFs: $1.45 Billion
Technology: $1.28 Billion
Financial Services: $375 Million
Healthcare: $248 Million
Consumer Cyclical: $242 Million
Industrials: $227 Million
Communication Services: $196 Million
Consumer Defensive: $149 Million
Other: $191 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 733
- Current Value $4.35 Billion
- Prior Value $4.18 Billion
- Filing
- Period Q3 2024
- Filing Date October 23, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 59 stocks
- Additional Purchases 251 stocks
- Sold out of 0 stocks
- Reduced holdings in 345 stocks