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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464286533
Shares:26.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.3B)
Aon plc
Shares:3.8K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.3B)
BLACKROCK MUNIVEST FUND, INC.
Shares:213.2K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.3B)
XCEL ENERGY INC
Shares:21.1K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.3B)
Star Bulk Carriers Corp.
Shares:94.8K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.3B)
Arista Networks, Inc.
Shares:18.9K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$4.3B)
Motorola Solutions, Inc.
Shares:3.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.3B)
922908637
Shares:5.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.3B)
NOVO NORDISK A S
Shares:20.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.3B)
LINDE PLC
Shares:3.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.3B)
ENBRIDGE INC
Shares:31.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.3B)
DANAHER CORP /DE/
Shares:6.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.3B)
808524706
Shares:50.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.3B)
UNITED PARCEL SERVICE INC
Shares:12.5K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.3B)
CAMECO CORP
Shares:33.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.3B)
464287291
Shares:18.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.3B)
VALERO ENERGY CORP/TX
Shares:10.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.3B)
Amer Sports, Inc.
Shares:50.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$4.3B)
78468R523
Shares:13.6K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.3B)
Klaviyo, Inc.
Shares:44.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$4.3B)