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
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464286533
464286533
Shares:
26260(-2.8%)
Value:
$1.5B(-2.2%)
Aon plc
AON|G0403H108
Shares:
3805(+42.9%)
Value:
$1.5B(+58.8%)
BLACKROCK MUNIVEST FUND, INC.
MVF|09253R105
Shares:
213198(-10.3%)
Value:
$1.5B(-10.7%)
XCEL ENERGY INC
XEL|98389B100
Shares:
21105(-8.8%)
Value:
$1.5B(-4.3%)
Star Bulk Carriers Corp.
SBLK|Y8162K204
Shares:
94841(+255.5%)
Value:
$1.5B(+270.0%)
Arista Networks, Inc.
ANET|040413205
Shares:
18927(-78.8%)
Value:
$1.5B(-85.2%)
Motorola Solutions, Inc.
MSI|620076307
Shares:
3286(+4.0%)
Value:
$1.4B(-1.5%)
922908637
VV|922908637
Shares:
5597(+0.0%)
Value:
$1.4B(-4.7%)
NOVO NORDISK A S
NVO|670100205
Shares:
20603(-14.1%)
Value:
$1.4B(-30.6%)
LINDE PLC
LIN|G54950103
Shares:
3024(-19.1%)
Value:
$1.4B(-10.1%)
ENBRIDGE INC
ENB|29250N105
Shares:
31759(+74.0%)
Value:
$1.4B(+81.7%)
DANAHER CORP /DE/
DHR|235851102
Shares:
6846(-2.8%)
Value:
$1.4B(-13.2%)
808524706
808524706
Shares:
50041(-2.9%)
Value:
$1.4B(+0.5%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
12525(+19.4%)
Value:
$1.4B(+4.1%)
CAMECO CORP
CCJ|13321L108
Shares:
33335(-1.1%)
Value:
$1.4B(-20.8%)
464287291
464287291
Shares:
17969(+0.0%)
Value:
$1.4B(-10.6%)
VALERO ENERGY CORP/TX
VLO|91913Y100
Shares:
10280(-12.3%)
Value:
$1.4B(-5.6%)
Amer Sports, Inc.
AS|G0260P102
Shares:
50650(+30.8%)
Value:
$1.4B(+25.0%)
78468R523
78468R523
Shares:
13555(+4.0%)
Value:
$1.3B(+4.3%)
Klaviyo, Inc.
KVYO|49845K101
Shares:
44435(-29.8%)
Value:
$1.3B(-48.5%)