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:
Search and click to pin securities to the top
Page 15 of 38
CLOROX CO /DE/
Shares:11.7K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$4.3B)
VEEVA SYSTEMS INC
Shares:7.4K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$4.3B)
UNITED RENTALS, INC.
Shares:2.7K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$4.3B)
GLACIER BANCORP, INC.
Shares:38.5K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$4.3B)
SYSCO CORP
Shares:22.7K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$4.3B)
CARRIER GLOBAL Corp
Shares:26.8K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$4.3B)
CACI INTERNATIONAL INC /DE/
Shares:4.6K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$4.3B)
CVS HEALTH Corp
Shares:24.8K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$4.3B)
PRUDENTIAL FINANCIAL INC
Shares:15.0K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$4.3B)
US BANCORP \DE\
Shares:39.2K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$4.3B)
921935870
Shares:16.2K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$4.3B)
CME GROUP INC.
Shares:6.0K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$4.3B)
GARMIN LTD
Shares:7.3K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$4.3B)
Tempus AI, Inc.
Shares:32.5K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$4.3B)
BLACKROCK MUNIHOLDINGS FUND, INC.
Shares:133.2K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$4.3B)
464287648
Shares:6.1K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$4.3B)
ROYAL CARIBBEAN CRUISES LTD
Shares:7.5K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.3B)
45782C508
Shares:37.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.3B)
BOEING CO
Shares:9.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.3B)
KKR & Co. Inc.
Shares:13.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.3B)