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 13 of 38
33734X192
Shares:
22420(-2.8%)
Value:
$2.3B(-16.5%)
81369Y860
Shares:
54291(-11.7%)
Value:
$2.3B(-9.2%)
85207H104
Shares:
89249(-4.3%)
Value:
$2.1B(+14.3%)
08579W103
Shares:
30111(-5.4%)
Value:
$2.1B(+2.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
205.8K | All Managers (Combined) | $2.3M | |||
Nike, Inc.(NKEcusip654106103) | 36.2K | All Managers (Combined) | $2.3M | ||
(cusip33734X192)✕ | 22.4K | All Managers (Combined) | $2.3M | ||
(cusip81369Y860)✕ | 54.3K | All Managers (Combined) | $2.3M | ||
25.8K | All Managers (Combined) | $2.2M | |||
1.1K | QoQ +5.79% (+61)YoY +2.96% (+32) | All Managers (Combined) | $2.2M | ||
30.8K | QoQ NEW(+30.8K) YoY NEW(+30.8K) | All Managers (Combined) | $2.2M | QoQ NEW(+$2.2M) YoY NEW(+$2.2M) | |
(cusip85207H104)✕ | 89.2K | YoY NEW(+89.2K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) |
35.2K | QoQ NEW(+35.2K) YoY NEW(+35.2K) | All Managers (Combined) | $2.1M | QoQ NEW(+$2.1M) YoY NEW(+$2.1M) | |
6.7K | QoQ 0.00% (-0)YoY +0.65% (+44) | All Managers (Combined) | $2.1M | ||
214.8K | QoQ 0.00% (+0) | All Managers (Combined) | $2.1M | ||
(cusip08579W103)✕ | 30.1K | YoY NEW(+30.1K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) |
7.9K | QoQ -0.17% (-14)YoY -3.00% (-246) | All Managers (Combined) | $2.1M | ||
14.8K | QoQ +3.45% (+495)YoY NEW(+14.8K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) | |
Ventas, Inc.(VTRcusip92276F100) | 29.6K | All Managers (Combined) | $2.0M | ||
3.6K | QoQ -7.38% (-286)YoY -7.42% (-288) | All Managers (Combined) | $2.0M | ||
27.3K | All Managers (Combined) | $2.0M | |||
Knife River Corp(KNFcusip498894104) | 22.1K | All Managers (Combined) | $2.0M | ||
Paychex Inc(PAYXcusip704326107) | 12.8K | All Managers (Combined) | $2.0M | ||
Gen Digital Inc.(GENcusip668771108) | 74.0K | YoY NEW(+74.0K) | All Managers (Combined) | $2.0M | YoY NEW(+$2.0M) |