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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CANADIAN PACIFIC KANSAS CITY LTD/CN
CP.TO|13646K108
Shares:
13299(+0.2%)
Value:
$933.7M(-2.7%)
FTI CONSULTING, INC
FCN|302941109
Shares:
5680(-12.9%)
Value:
$932.0M(-25.2%)
CROWN CASTLE INC.
CCI|22822V101
Shares:
8871(+49.6%)
Value:
$924.6M(+71.8%)
Prologis, Inc.
PLD|74340W103
Shares:
8177(-16.9%)
Value:
$914.1M(-12.1%)
DIGITAL REALTY TRUST, INC.
DLR|253868103
Shares:
6358
Value:
$911.0M
Airbnb, Inc.
ABNB|009066101
Shares:
7565(+32.9%)
Value:
$903.7M(+20.8%)
DEVON ENERGY CORP/DE
DVN|25179M103
Shares:
24135(+25.5%)
Value:
$902.6M(+43.4%)
25434V609
25434V609
Shares:
17336(-5.3%)
Value:
$892.6M(-12.4%)
PACCAR INC
PCAR|693718108
Shares:
9155(-0.2%)
Value:
$891.4M(-9.1%)
46090E953
46090E953
Shares:
0
Value:
$890.9M(-79.3%)
ALBANY INTERNATIONAL CORP /DE/
AIN|012348108
Shares:
12883(+38.3%)
Value:
$889.4M(+19.4%)
WESTERN ASSET INFLATION-LINKED INCOME FUND
WIA|95766Q106
Shares:
106468(+0.0%)
Value:
$888.5M(+4.3%)
Nutanix, Inc.
NTNX|67059N108
Shares:
12665
Value:
$884.1M
ILLINOIS TOOL WORKS INC
ITW|452308109
Shares:
3556(-8.8%)
Value:
$881.9M(-10.8%)
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX|670699107
Shares:
37110(+3.2%)
Value:
$881.4M(-9.4%)
MATERION Corp
MTRN|576690101
Shares:
10790(-1.1%)
Value:
$880.5M(-18.4%)
GENERAL DYNAMICS CORP
GD|369550108
Shares:
3228(-33.3%)
Value:
$879.8M(-30.9%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
2878(-11.7%)
Value:
$879.3M(-7.8%)
CyberArk Software Ltd.
CYBR|M2682V108
Shares:
2597
Value:
$877.8M
STANLEY BLACK & DECKER, INC.
SWK|854502101
Shares:
11318(-1.1%)
Value:
$870.1M(-5.3%)