Dakota Wealth Management

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-02
Total Holdings
749
Total Value
4275479682
Accession Number
0001951757-25-000489
Form Type
13F-HR
CIK
0001631353
Manager Name
Dakota Wealth Management
Data Enrichment
79% identified
595 identified154 unidentified

Holdings

749 positions
Manager:
SEC
Search and click to pin securities to the top
Page 10 of 38
CORCEPT THERAPEUTICS INC
CORT|218352102
Shares:
30200(+0.0%)
Value:
$3.4B(+126.7%)
General Motors Co
GM|37045V100
Shares:
72715(-4.5%)
Value:
$3.4B(-15.7%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
43594(+9.2%)
Value:
$3.4B(+15.5%)
78468R739
78468R739
Shares:
71600(+6.1%)
Value:
$3.4B(+6.5%)
Marathon Petroleum Corp
MPC|56585A102
Shares:
23347(-0.5%)
Value:
$3.4B(+4.0%)
RESMED INC
RMD|761152107
Shares:
15189(+21.7%)
Value:
$3.4B(+19.1%)
UNION PACIFIC CORP
UNP|907818108
Shares:
14347(-3.1%)
Value:
$3.4B(+0.4%)
Archer-Daniels-Midland Co
ADM|039483102
Shares:
70512(-4.8%)
Value:
$3.4B(-9.5%)
78464A300
78464A300
Shares:
43125(-14.6%)
Value:
$3.4B(-23.3%)
464287622
IWB|464287622
Shares:
10729(+1.5%)
Value:
$3.3B(-3.4%)
92204A702
VGT|92204A702
Shares:
6047(-4.2%)
Value:
$3.3B(-16.4%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
7341(-3.3%)
Value:
$3.3B(-11.1%)
UNILEVER PLC
UL|904767704
Shares:
54231(-3.4%)
Value:
$3.2B(+1.4%)
CANADIAN NATURAL RESOURCES LTD
CNQ|136385101
Shares:
104688(-21.5%)
Value:
$3.2B(-21.7%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
35831(-9.5%)
Value:
$3.2B(-18.4%)
Nuveen Quality Municipal Income Fund
NAD|67066V101
Shares:
277359(-17.9%)
Value:
$3.2B(-18.9%)
Intercontinental Exchange, Inc.
ICE|45866F104
Shares:
18452(+267.6%)
Value:
$3.2B(+325.6%)
922908751
VB|922908751
Shares:
14187(+1.4%)
Value:
$3.1B(-6.4%)
AFLAC INC
AFL|001055102
Shares:
28052(-3.6%)
Value:
$3.1B(+3.6%)
INCYTE CORP
INCY|45337C102
Shares:
51467
Value:
$3.1B