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 14 of 38
464287556
464287556
Shares:
15343(-5.5%)
Value:
$2.0B(-8.5%)
808524508
808524508
Shares:
74890(-7.7%)
Value:
$2.0B(-12.7%)
Salesforce, Inc.
CRM|79466L302
Shares:
7240(-87.0%)
Value:
$1.9B(-89.6%)
TEXAS INSTRUMENTS INC
TXN|882508104
Shares:
10772(+0.1%)
Value:
$1.9B(-4.0%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
5394(+527.2%)
Value:
$1.9B(+546.3%)
879512309
879512309
Shares:
100818
Value:
$1.9B
CONSOLIDATED EDISON INC
ED|209115104
Shares:
17118(+22.3%)
Value:
$1.9B(+51.5%)
AT&T INC.
T|00206R102
Shares:
66520(-1.4%)
Value:
$1.9B(+22.5%)
G1000R101
G1000R101
Shares:
180125(+0.0%)
Value:
$1.9B(+3.3%)
LABCORP HOLDINGS INC.
LH|504922105
Shares:
7983
Value:
$1.9B
DOCUSIGN, INC.
DOCU|256163106
Shares:
22307(-0.3%)
Value:
$1.8B(-9.7%)
MARRIOTT INTERNATIONAL INC /MD/
MAR|571903202
Shares:
7611(-1.4%)
Value:
$1.8B(-15.8%)
ANALOG DEVICES INC
ADI|032654105
Shares:
8955(+0.7%)
Value:
$1.8B(-4.4%)
808524607
SCHA|808524607
Shares:
77074(-8.9%)
Value:
$1.8B(-17.4%)
922042858
VWO|922042858
Shares:
39598(-0.7%)
Value:
$1.8B(+2.1%)
ROPER TECHNOLOGIES INC
ROP|776696106
Shares:
3014(-73.4%)
Value:
$1.8B(-69.9%)
921946406
VYM|921946406
Shares:
13648(+2.1%)
Value:
$1.8B(+3.2%)
NORFOLK SOUTHERN CORP
NSC|655844108
Shares:
7410(-9.2%)
Value:
$1.8B(-8.4%)
BlackRock Municipal 2030 Target Term Trust
BTT|09257P105
Shares:
82000(+15.7%)
Value:
$1.7B(+19.3%)
CORNING INC /NY
GLW|219350105
Shares:
38004(+2.7%)
Value:
$1.7B(-1.1%)