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 15 of 38
921935870
Shares:
16200(+128.2%)
Value:
$1.6B(+128.8%)
45782C508
Shares:
37262
Value:
$1.5B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Clorox Co /De/(CLXcusip189054109) | 11.7K | QoQ -2.05% (-244)YoY -0.48% (-57) | All Managers (Combined) | $1.7M | |
7.4K | QoQ +5.61% (+393)YoY NEW(+7.4K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) | |
2.7K | All Managers (Combined) | $1.7M | |||
38.5K | All Managers (Combined) | $1.7M | |||
Sysco Corp(SYYcusip871829107) | 22.7K | All Managers (Combined) | $1.7M | ||
26.8K | All Managers (Combined) | $1.7M | |||
4.6K | All Managers (Combined) | $1.7M | |||
Cvs Health Corp(CVScusip126650100) | 24.8K | All Managers (Combined) | $1.7M | ||
15.0K | All Managers (Combined) | $1.7M | |||
Us Bancorp \De\(USBcusip902973304) | 39.2K | All Managers (Combined) | $1.7M | ||
(cusip921935870)✕ | 16.2K | YoY NEW(+16.2K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |
Cme Group Inc.(CMEcusip12572Q105) | 6.0K | All Managers (Combined) | $1.6M | ||
Garmin Ltd(GRMNcusipH2906T109) | 7.3K | QoQ 0.00% (+0) | All Managers (Combined) | $1.6M | |
Tempus Ai, Inc.(TEMcusip88023B103) | 32.5K | YoY NEW(+32.5K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |
133.2K | QoQ 0.00% (+0) | All Managers (Combined) | $1.6M | ||
6.1K | All Managers (Combined) | $1.6M | |||
7.5K | All Managers (Combined) | $1.5M | |||
(cusip45782C508)✕ | 37.3K | QoQ NEW(+37.3K) YoY NEW(+37.3K) | All Managers (Combined) | $1.5M | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) |
9.0K | All Managers (Combined) | $1.5M | |||
Kkr & Co. Inc.(KKRcusip48251W104) | 13.3K | All Managers (Combined) | $1.5M |