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:
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Page 6 of 38
UNITEDHEALTH GROUP INC
Shares:
16875(-39.5%)
Value:
$8.8B(-37.4%)
GOLDMAN SACHS GROUP INC
Shares:
15854(-1.2%)
Value:
$8.7B(-5.8%)
CAPITAL ONE FINANCIAL CORP
Shares:
46556(-4.0%)
Value:
$8.3B(-3.5%)
Chubb Ltd
Shares:
27558(-3.0%)
Value:
$8.3B(+6.1%)
WILLIS TOWERS WATSON PLC
Shares:
24603(-2.1%)
Value:
$8.3B(+5.7%)
025072877
Shares:
91133(-2.4%)
Value:
$7.9B(-11.9%)
025072398
Shares:
178970(-16.0%)
Value:
$7.8B(-14.9%)
922908629
Shares:
30173(-1.2%)
Value:
$7.8B(-3.3%)
808524862
Shares:
315411(-6.6%)
Value:
$7.7B(-5.5%)
ADOBE INC.
Shares:
19414(+16.1%)
Value:
$7.4B(+0.2%)
KINDER MORGAN, INC.
Shares:
257346(-5.0%)
Value:
$7.3B(-1.1%)
Mastercard Inc
Shares:
13296(+4.0%)
Value:
$7.3B(+8.3%)
Cboe Global Markets, Inc.
Shares:
31902(+23.7%)
Value:
$7.2B(+43.3%)
Philip Morris International Inc.
Shares:
45313(+93.2%)
Value:
$7.2B(+154.8%)
ServiceNow, Inc.
Shares:
9004(-34.0%)
Value:
$7.2B(-50.4%)
PFIZER INC
Shares:
276726(-4.1%)
Value:
$7.0B(-8.4%)
VERIZON COMMUNICATIONS INC
Shares:
152671(-4.0%)
Value:
$6.9B(+8.9%)
GENERAL ELECTRIC CO
Shares:
34409(+285.6%)
Value:
$6.9B(+362.7%)
COCA COLA CO
Shares:
95879(+2.3%)
Value:
$6.9B(+17.7%)
COMCAST CORP
Shares:
185447(-9.7%)
Value:
$6.8B(-11.2%)