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 2 of 38
464288687
Shares:
1100612(-5.3%)
Value:
$33.8B(-7.4%)
464288638
Shares:
615254(+6.3%)
Value:
$32.3B(+8.4%)
464287176
Shares:
282204(-2.1%)
Value:
$31.4B(+2.0%)
464287226
Shares:
295123(+1.6%)
Value:
$29.2B(+3.7%)
464288646
Shares:
514694(+9.9%)
Value:
$27.0B(+11.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
127.7K | All Managers (Combined) | $36.1M | |||
550.5K | All Managers (Combined) | $34.2M | |||
(cusip464288687)✕ | 1.1M | All Managers (Combined) | $33.8M | ||
Eli Lilly & Co(LLYcusip532457108) | 40.0K | All Managers (Combined) | $33.0M | ||
94.2K | All Managers (Combined) | $32.5M | |||
(cusip464288638)✕ | 615.3K | All Managers (Combined) | $32.3M | ||
68.1K | YoY - | All Managers (Combined) | $32.0M | ||
(cusip464287176)✕ | 282.2K | All Managers (Combined) | $31.4M | ||
Alphabet Inc.(GOOGLcusip02079K305) | 195.3K | All Managers (Combined) | $30.2M | ||
805.8K | All Managers (Combined) | $29.3M | |||
(cusip464287226)✕ | 295.1K | All Managers (Combined) | $29.2M | ||
165.8K | All Managers (Combined) | $28.6M | |||
134.2K | All Managers (Combined) | $27.7M | |||
(cusip464288646)✕ | 514.7K | All Managers (Combined) | $27.0M | ||
Exxon Mobil Corp(XOMcusip30231G102) | 224.6K | All Managers (Combined) | $26.7M | ||
Alphabet Inc.(GOOGcusip02079K107) | 169.6K | All Managers (Combined) | $26.5M | ||
233.0K | All Managers (Combined) | $23.5M | |||
456.8K | All Managers (Combined) | $23.3M | |||
15.7K | All Managers (Combined) | $22.6M | |||
167.0K | All Managers (Combined) | $22.1M |