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
Manager:
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Diamondback Energy, Inc.
Shares:2.7K
Value:$434.9K
Invesco Municipal Opportunity Trust
Shares:45.8K
Value:$434.3K
921937819
Shares:5.6K
Value:$430.9K
46432F842
Shares:5.7K
Value:$428.9K
KEYCORP /NEW/
Shares:26.8K
Value:$428.3K
Edwards Lifesciences Corp
Shares:5.9K
Value:$427.8K
monday.com Ltd.
Shares:1.7K
Value:$423.3K
92840R101
Shares:34.9K
Value:$423.2K
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
Shares:51.0K
Value:$421.0K
Datadog, Inc.
Shares:4.2K
Value:$414.9K
BlackRock ESG Capital Allocation Term Trust
Shares:26.2K
Value:$412.8K
SYNOPSYS INC
Shares:961
Value:$412.1K
Trade Desk, Inc.
Shares:7.5K
Value:$408.6K
NMI Holdings, Inc.
Shares:11.3K
Value:$406.2K
921937827
Shares:5.2K
Value:$406.2K
Palomar Holdings, Inc.
Shares:3.0K
Value:$405.9K
464287861
Shares:7.0K
Value:$405.1K
METLIFE INC
Shares:5.0K
Value:$403.3K
Chewy, Inc.
Shares:12.4K
Value:$402.0K
46436E205
Shares:17.3K
Value:$400.8K