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 6 of 38
025072877
Shares:
91133(-2.4%)
Value:
$7.9B(-11.9%)
025072398
Shares:
178970(-16.0%)
Value:
$7.8B(-14.9%)
808524862
Shares:
315411(-6.6%)
Value:
$7.7B(-5.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
16.9K | All Managers (Combined) | $8.8M | |||
15.9K | QoQ -1.23% (-199)YoY -1.21% (-195) | All Managers (Combined) | $8.7M | ||
46.6K | All Managers (Combined) | $8.3M | |||
27.6K | All Managers (Combined) | $8.3M | |||
24.6K | All Managers (Combined) | $8.3M | |||
(cusip025072877)✕ | 91.1K | All Managers (Combined) | $7.9M | ||
(cusip025072398)✕ | 179.0K | All Managers (Combined) | $7.8M | ||
30.2K | All Managers (Combined) | $7.8M | |||
(cusip808524862)✕ | 315.4K | All Managers (Combined) | $7.7M | ||
Adobe Inc.(ADBEcusip00724F101) | 19.4K | All Managers (Combined) | $7.4M | ||
257.3K | All Managers (Combined) | $7.3M | |||
Mastercard Inc(MAcusip57636Q104) | 13.3K | QoQ +4.05% (+518)YoY +6.84% (+852) | All Managers (Combined) | $7.3M | |
31.9K | All Managers (Combined) | $7.2M | |||
45.3K | All Managers (Combined) | $7.2M | |||
Servicenow, Inc.(NOWcusip81762P102) | 9.0K | All Managers (Combined) | $7.2M | ||
Pfizer Inc(PFEcusip717081103) | 276.7K | All Managers (Combined) | $7.0M | ||
152.7K | All Managers (Combined) | $6.9M | |||
34.4K | All Managers (Combined) | $6.9M | |||
Coca Cola Co(KOcusip191216100) | 95.9K | All Managers (Combined) | $6.9M | ||
Comcast Corp(CMCSAcusip20030N101) | 185.4K | All Managers (Combined) | $6.8M |