Dakota Wealth Management
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified595 identified154 unidentified
Holdings
749 positions
Manager:
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Page 12 of 38
Shares:
237076(+27.3%)
Value:
$2.5B(+28.3%)
464287341
Shares:
60323(+7.3%)
Value:
$2.5B(+18.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
41.0K | All Managers (Combined) | $2.7M | |||
Eaton Corp Plc(ETNcusipG29183103) | 9.7K | All Managers (Combined) | $2.6M | ||
12.0K | All Managers (Combined) | $2.6M | |||
39.8K | All Managers (Combined) | $2.6M | |||
131.8K | All Managers (Combined) | $2.6M | |||
24.1K | All Managers (Combined) | $2.6M | |||
Fiserv Inc(FIcusip337738108) | 11.6K | All Managers (Combined) | $2.6M | ||
Intuit Inc.(INTUcusip461202103) | 4.1K | QoQ +2.90% (+117)YoY +7.02% (+272) | All Managers (Combined) | $2.5M | |
237.1K | All Managers (Combined) | $2.5M | |||
(cusip464287341)✕ | 60.3K | All Managers (Combined) | $2.5M | ||
37.2K | All Managers (Combined) | $2.5M | |||
Allstate Corp(ALLcusip020002101) | 12.1K | QoQ +5.86% (+668)YoY -5.45% (-695) | All Managers (Combined) | $2.5M | |
29.5K | All Managers (Combined) | $2.5M | |||
16.8K | All Managers (Combined) | $2.5M | |||
Diageo Plc(DEOcusip25243Q205) | 23.5K | All Managers (Combined) | $2.5M | ||
20.6K | All Managers (Combined) | $2.5M | |||
10.4K | All Managers (Combined) | $2.4M | |||
28.4K | All Managers (Combined) | $2.4M | |||
Oneok Inc /New/(OKEcusip682680103) | 23.8K | All Managers (Combined) | $2.4M | ||
4.6K | All Managers (Combined) | $2.3M |