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:
Search and click to pin securities to the top
Page 5 of 38
Accenture plc
Shares:
37208(-2.3%)
Value:
$11.6B(-13.3%)
INTUITIVE SURGICAL INC
Shares:
23026(+157.2%)
Value:
$11.4B(+144.1%)
464288414
Shares:
104634(+4.0%)
Value:
$11.0B(+2.9%)
MCDONALDS CORP
Shares:
34816(-7.0%)
Value:
$10.9B(+0.2%)
03073E105
Shares:
39014(-2.9%)
Value:
$10.8B(+20.2%)
Zoetis Inc.
Shares:
65541(-24.6%)
Value:
$10.8B(-23.9%)
STRYKER CORP
Shares:
28598(+5.7%)
Value:
$10.6B(+9.2%)
BANK OF AMERICA CORP /DE/
Shares:
248632(-1.7%)
Value:
$10.4B(-6.7%)
NEXTERA ENERGY INC
Shares:
144116(-3.5%)
Value:
$10.2B(-4.6%)
PEPSICO INC
Shares:
63995(-21.5%)
Value:
$9.6B(-22.6%)
Walt Disney Co
Shares:
95387(+9.4%)
Value:
$9.4B(-3.0%)
81369Y852
Shares:
96201(-36.1%)
Value:
$9.3B(-36.4%)
AbbVie Inc.
Shares:
44244(+8.3%)
Value:
$9.3B(+27.6%)
922908363
Shares:
18027(+0.2%)
Value:
$9.3B(-4.4%)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:
37189(-19.3%)
Value:
$9.2B(-8.7%)
922908652
Shares:
53559(-2.1%)
Value:
$9.2B(-11.3%)
Walmart Inc.
Shares:
103701(+43.5%)
Value:
$9.1B(+39.4%)
81369Y886
Shares:
115123(+6.2%)
Value:
$9.1B(+10.6%)
81369Y704
Shares:
69197(-2.1%)
Value:
$9.1B(-2.6%)
464287432
Shares:
97345
Value:
$8.9B