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 7 of 38
SPDR GOLD TRUST
Shares:
23744(+1.7%)
Value:
$6.8B(+21.1%)
Palo Alto Networks Inc
Shares:
39630(+4.5%)
Value:
$6.8B(-2.0%)
HONEYWELL INTERNATIONAL INC
Shares:
31734(-2.9%)
Value:
$6.7B(-8.9%)
464288810
Shares:
110506(-8.6%)
Value:
$6.7B(-5.7%)
CONOCOPHILLIPS
Shares:
61738(-1.5%)
Value:
$6.5B(+4.3%)
025072307
Shares:
68883(-14.9%)
Value:
$6.5B(-20.0%)
Medtronic plc
Shares:
71305(+41.5%)
Value:
$6.4B(+59.2%)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:
11997(+0.3%)
Value:
$6.4B(-6.0%)
46429B697
Shares:
67895(-3.5%)
Value:
$6.4B(+1.8%)
ROLLINS INC
Shares:
115744
Value:
$6.3B
GARTNER INC
Shares:
14816(+25.8%)
Value:
$6.2B(+9.0%)
PENTAIR plc
Shares:
71009(-62.4%)
Value:
$6.2B(-67.3%)
AMERICAN ELECTRIC POWER CO INC
Shares:
56546(-3.1%)
Value:
$6.2B(+14.7%)
464287705
Shares:
51389(+12.0%)
Value:
$6.2B(+7.3%)
Blackstone Inc.
Shares:
43063(+17.3%)
Value:
$6.0B(-4.9%)
Phillips 66
Shares:
47906(-5.1%)
Value:
$5.9B(+2.8%)
92189F387
Shares:
259779(+9.3%)
Value:
$5.8B(+9.4%)
BECTON DICKINSON & CO
Shares:
24461(-1.0%)
Value:
$5.6B(-0.1%)
81369Y407
Shares:
28108(-0.3%)
Value:
$5.6B(-12.3%)
QUANTA SERVICES, INC.
Shares:
21779(+13.6%)
Value:
$5.5B(-8.6%)