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
Search and click to pin securities to the top
Page 4 of 38
922908769
VTI|922908769
Shares:
51052(-0.3%)
Value:
$14.0B(-5.5%)
Howmet Aerospace Inc.
HWM|443201108
Shares:
105647
Value:
$13.7B
78468R788
78468R788
Shares:
309340(+5.9%)
Value:
$13.7B(+8.4%)
921908844
VIG|921908844
Shares:
69758(-0.8%)
Value:
$13.5B(-1.8%)
464287804
IJR|464287804
Shares:
128491(-5.4%)
Value:
$13.4B(-14.1%)
92204A504
VHT|92204A504
Shares:
50667(-0.9%)
Value:
$13.4B(+3.4%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
78284(-24.7%)
Value:
$13.3B(-23.4%)
464287614
IWF|464287614
Shares:
36616(-6.5%)
Value:
$13.2B(-15.9%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
210034(-1.7%)
Value:
$13.0B(+2.5%)
SOUTHERN CO
SO|842587107
Shares:
140381(-16.8%)
Value:
$12.9B(-7.1%)
T-Mobile US, Inc.
TMUS|872590104
Shares:
48258(+14.8%)
Value:
$12.9B(+38.8%)
464288158
464288158
Shares:
119462(+13.4%)
Value:
$12.6B(+13.5%)
DEERE & CO
DE|244199105
Shares:
26588(-2.7%)
Value:
$12.5B(+7.7%)
CHEVRON CORP
CVX|166764100
Shares:
74452(-4.0%)
Value:
$12.5B(+10.8%)
AMGEN INC
AMGN|031162100
Shares:
39929(+11.0%)
Value:
$12.4B(+32.7%)
922042775
VEU|922042775
Shares:
204924(+3.6%)
Value:
$12.4B(+9.5%)
FAIR ISAAC CORP
FICO|303250104
Shares:
6464
Value:
$11.9B
CATERPILLAR INC
CAT|149123101
Shares:
35865(-7.0%)
Value:
$11.8B(-15.5%)
92206C706
VGIT|92206C706
Shares:
196944(+8.4%)
Value:
$11.7B(+11.0%)
78464A847
78464A847
Shares:
227117(+249.5%)
Value:
$11.6B(+227.1%)