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 12 of 38
78464A854
SPLG|78464A854
Shares:
40963(+12.3%)
Value:
$2.7B(+7.2%)
Eaton Corp plc
ETN|G29183103
Shares:
9715(-80.3%)
Value:
$2.6B(-83.9%)
AMERICAN TOWER CORP /MA/
AMT|03027X100
Shares:
12022(-12.6%)
Value:
$2.6B(+3.7%)
AMPHENOL CORP /DE/
APH|032095101
Shares:
39811(-0.3%)
Value:
$2.6B(-5.8%)
808524805
SCHF|808524805
Shares:
131767(-16.6%)
Value:
$2.6B(-10.8%)
ARM HOLDINGS PLC /UK
ARM|042068205
Shares:
24083(+61.0%)
Value:
$2.6B(+39.3%)
FISERV INC
FI|337738108
Shares:
11567(-10.9%)
Value:
$2.6B(-4.3%)
INTUIT INC.
INTU|461202103
Shares:
4144(+2.9%)
Value:
$2.5B(+0.5%)
BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC.
MUC|09254L107
Shares:
237076(+27.3%)
Value:
$2.5B(+28.3%)
464287341
464287341
Shares:
60323(+7.3%)
Value:
$2.5B(+18.2%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
37215(+1.3%)
Value:
$2.5B(+15.0%)
ALLSTATE CORP
ALL|020002101
Shares:
12050(+5.9%)
Value:
$2.5B(+13.7%)
Palantir Technologies Inc.
PLTR|69608A108
Shares:
29513(-53.8%)
Value:
$2.5B(-48.5%)
3M CO
MMM|88579Y101
Shares:
16829(+3.2%)
Value:
$2.5B(+17.4%)
DIAGEO PLC
DEO|25243Q205
Shares:
23457(-21.0%)
Value:
$2.5B(-34.9%)
Mr. Cooper Group Inc.
COOP|62482R107
Shares:
20552(-25.8%)
Value:
$2.5B(-7.5%)
LOWES COMPANIES INC
LOW|548661107
Shares:
10369(-9.3%)
Value:
$2.4B(-14.3%)
PRINCIPAL FINANCIAL GROUP INC
PFG|74251V102
Shares:
28428(-6.1%)
Value:
$2.4B(+2.4%)
ONEOK INC /NEW/
OKE|682680103
Shares:
23811(+179.8%)
Value:
$2.4B(+176.5%)
NORTHROP GRUMMAN CORP /DE/
NOC|666807102
Shares:
4557(-9.2%)
Value:
$2.3B(-0.9%)