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 3 of 38
464287457
Shares:
261424(-21.6%)
Value:
$21.6B(-20.9%)
464288588
Shares:
217054(+8.0%)
Value:
$20.4B(+10.4%)
464285204
Shares:
330973(+1.5%)
Value:
$19.5B(+20.9%)
46641Q837
Shares:
360212(+22.4%)
Value:
$18.2B(+23.0%)
464287101
Shares:
60204(-40.3%)
Value:
$16.3B(-44.0%)
81369Y209
Shares:
97355(+4.8%)
Value:
$14.2B(+11.2%)
81369Y506
Shares:
150934(-0.6%)
Value:
$14.1B(+8.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464287457)✕ | 261.4K | All Managers (Combined) | $21.6M | ||
772.8K | All Managers (Combined) | $21.6M | |||
(cusip464288588)✕ | 217.1K | YoY NEW(+217.1K) | All Managers (Combined) | $20.4M | YoY NEW(+$20.4M) |
Oracle Corp(ORCLcusip68389X105) | 141.2K | All Managers (Combined) | $19.7M | ||
79.8K | All Managers (Combined) | $19.5M | |||
(cusip464285204)✕ | 331.0K | All Managers (Combined) | $19.5M | ||
51.7K | All Managers (Combined) | $19.2M | |||
113.9K | All Managers (Combined) | $18.9M | |||
228.4K | All Managers (Combined) | $18.4M | |||
(cusip46641Q837)✕ | 360.2K | All Managers (Combined) | $18.2M | ||
278.5K | All Managers (Combined) | $17.0M | |||
(cusip464287101)✕ | 60.2K | All Managers (Combined) | $16.3M | ||
132.1K | All Managers (Combined) | $16.1M | |||
191.7K | All Managers (Combined) | $16.1M | |||
69.2K | All Managers (Combined) | $16.0M | |||
175.9K | All Managers (Combined) | $15.1M | |||
Cummins Inc(CMIcusip231021106) | 47.0K | All Managers (Combined) | $14.7M | ||
Home Depot, Inc.(HDcusip437076102) | 40.1K | All Managers (Combined) | $14.7M | ||
(cusip81369Y209)✕ | 97.4K | All Managers (Combined) | $14.2M | ||
(cusip81369Y506)✕ | 150.9K | All Managers (Combined) | $14.1M |