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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PROGRESSIVE CORP/OH/
PGR|743315103
Shares:
127658(+1.1%)
Value:
$36.1B(+19.4%)
921909768
VXUS|921909768
Shares:
550520(+3.0%)
Value:
$34.2B(+8.5%)
464288687
464288687
Shares:
1100612(-5.3%)
Value:
$33.8B(-7.4%)
ELI LILLY & Co
LLY|532457108
Shares:
39974(-28.8%)
Value:
$33.0B(-23.8%)
Arthur J. Gallagher & Co.
AJG|363576109
Shares:
94196(+4.0%)
Value:
$32.5B(+26.4%)
464288638
464288638
Shares:
615254(+6.3%)
Value:
$32.3B(+8.4%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
68144(+8.6%)
Value:
$32.0B(-0.3%)
464287176
464287176
Shares:
282204(-2.1%)
Value:
$31.4B(+2.0%)
Alphabet Inc.
GOOGL|02079K305
Shares:
195284(-20.4%)
Value:
$30.2B(-35.0%)
78463X889
SPDW|78463X889
Shares:
805763(+259.2%)
Value:
$29.3B(+283.2%)
464287226
464287226
Shares:
295123(+1.6%)
Value:
$29.2B(+3.7%)
922908744
VTV|922908744
Shares:
165761(-9.1%)
Value:
$28.6B(-7.2%)
81369Y803
XLK|81369Y803
Shares:
134178(-0.8%)
Value:
$27.7B(-11.9%)
464288646
464288646
Shares:
514694(+9.9%)
Value:
$27.0B(+11.3%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
224582(-3.2%)
Value:
$26.7B(+7.0%)
Alphabet Inc.
GOOG|02079K107
Shares:
169630(-4.1%)
Value:
$26.5B(-21.4%)
BOSTON SCIENTIFIC CORP
BSX|101137107
Shares:
232965(+242.5%)
Value:
$23.5B(+286.8%)
78464A508
SPYV|78464A508
Shares:
456800(-6.7%)
Value:
$23.3B(-6.9%)
O REILLY AUTOMOTIVE INC
ORLY|67103H107
Shares:
15748(+18.4%)
Value:
$22.6B(+43.0%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
166966(+5.9%)
Value:
$22.1B(+24.2%)