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 4 of 38
78468R788
Shares:
309340(+5.9%)
Value:
$13.7B(+8.4%)
464288158
Shares:
119462(+13.4%)
Value:
$12.6B(+13.5%)
78464A847
Shares:
227117(+249.5%)
Value:
$11.6B(+227.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
51.1K | QoQ -0.32% (-164)YoY -1.09% (-563) | All Managers (Combined) | $14.0M | ||
105.6K | QoQ NEW(+105.6K) YoY NEW(+105.6K) | All Managers (Combined) | $13.7M | QoQ NEW(+$13.7M) YoY NEW(+$13.7M) | |
(cusip78468R788)✕ | 309.3K | All Managers (Combined) | $13.7M | ||
69.8K | QoQ -0.84% (-596)YoY -0.05% (-35) | All Managers (Combined) | $13.5M | ||
128.5K | All Managers (Combined) | $13.4M | |||
50.7K | All Managers (Combined) | $13.4M | |||
78.3K | All Managers (Combined) | $13.3M | |||
36.6K | All Managers (Combined) | $13.2M | |||
210.0K | All Managers (Combined) | $13.0M | |||
Southern Co(SOcusip842587107) | 140.4K | All Managers (Combined) | $12.9M | ||
48.3K | All Managers (Combined) | $12.9M | |||
(cusip464288158)✕ | 119.5K | All Managers (Combined) | $12.6M | ||
Deere & Co(DEcusip244199105) | 26.6K | All Managers (Combined) | $12.5M | ||
Chevron Corp(CVXcusip166764100) | 74.5K | All Managers (Combined) | $12.5M | ||
39.9K | All Managers (Combined) | $12.4M | |||
204.9K | All Managers (Combined) | $12.4M | |||
Fair Isaac Corp(FICOcusip303250104) | 6.5K | QoQ NEW(+6.5K) YoY NEW(+6.5K) | All Managers (Combined) | $11.9M | QoQ NEW(+$11.9M) YoY NEW(+$11.9M) |
Caterpillar Inc(CATcusip149123101) | 35.9K | All Managers (Combined) | $11.8M | ||
196.9K | All Managers (Combined) | $11.7M | |||
(cusip78464A847)✕ | 227.1K | YoY NEW(+227.1K) | All Managers (Combined) | $11.6M | YoY NEW(+$11.6M) |