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 5 of 38
03073E105
Shares:
39014(-2.9%)
Value:
$10.8B(+20.2%)
81369Y852
Shares:
96201(-36.1%)
Value:
$9.3B(-36.4%)
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
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Accenture Plc(ACNcusipG1151C101) | 37.2K | All Managers (Combined) | $11.6M | ||
23.0K | All Managers (Combined) | $11.4M | |||
104.6K | All Managers (Combined) | $11.0M | |||
Mcdonalds Corp(MCDcusip580135101) | 34.8K | All Managers (Combined) | $10.9M | ||
(cusip03073E105)✕ | 39.0K | All Managers (Combined) | $10.8M | ||
Zoetis Inc.(ZTScusip98978V103) | 65.5K | All Managers (Combined) | $10.8M | ||
Stryker Corp(SYKcusip863667101) | 28.6K | All Managers (Combined) | $10.6M | ||
248.6K | All Managers (Combined) | $10.4M | |||
144.1K | All Managers (Combined) | $10.2M | |||
Pepsico Inc(PEPcusip713448108) | 64.0K | All Managers (Combined) | $9.6M | ||
Walt Disney Co(DIScusip254687106) | 95.4K | All Managers (Combined) | $9.4M | ||
(cusip81369Y852)✕ | 96.2K | All Managers (Combined) | $9.3M | ||
Abbvie Inc.(ABBVcusip00287Y109) | 44.2K | All Managers (Combined) | $9.3M | ||
18.0K | All Managers (Combined) | $9.3M | |||
37.2K | All Managers (Combined) | $9.2M | |||
53.6K | All Managers (Combined) | $9.2M | |||
Walmart Inc.(WMTcusip931142103) | 103.7K | All Managers (Combined) | $9.1M | ||
(cusip81369Y886)✕ | 115.1K | All Managers (Combined) | $9.1M | ||
(cusip81369Y704)✕ | 69.2K | All Managers (Combined) | $9.1M | ||
(cusip464287432)✕ | 97.3K | QoQ NEW(+97.3K) | All Managers (Combined) | $8.9M | QoQ NEW(+$8.9M) |