Dakota-Wealth-Management

Filing Details

13F-HR2025-03-31
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
Manager Name
Dakota-Wealth-Management
Data Enrichment
79% identified
595 identified154 unidentified

Holdings

749 positions • $4.3B total value
Manager:
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464287556
Shares:15.3K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$4.3B)
808524508
Shares:74.9K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$4.3B)
Salesforce, Inc.
Shares:7.2K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$4.3B)
TEXAS INSTRUMENTS INC
Shares:10.8K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$4.3B)
CrowdStrike Holdings, Inc.
Shares:5.4K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$4.3B)
879512309
Shares:100.8K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$4.3B)
CONSOLIDATED EDISON INC
Shares:17.1K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$4.3B)
AT&T INC.
Shares:66.5K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$4.3B)
G1000R101
Shares:180.1K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$4.3B)
LABCORP HOLDINGS INC.
Shares:8.0K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$4.3B)
DOCUSIGN, INC.
Shares:22.3K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$4.3B)
MARRIOTT INTERNATIONAL INC /MD/
Shares:7.6K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$4.3B)
ANALOG DEVICES INC
Shares:9.0K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$4.3B)
808524607
Shares:77.1K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$4.3B)
922042858
Shares:39.6K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$4.3B)
ROPER TECHNOLOGIES INC
Shares:3.0K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$4.3B)
921946406
Shares:13.6K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$4.3B)
NORFOLK SOUTHERN CORP
Shares:7.4K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$4.3B)
BlackRock Municipal 2030 Target Term Trust
Shares:82.0K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$4.3B)
CORNING INC /NY
Shares:38.0K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$4.3B)