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 • $4.3B total value
Manager:
Search and click to pin securities to the top
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46137V274
Shares:78.9K
Value:$5.5M
% of Portfolio:0.1% ($5.5M/$4.3B)
TRUIST FINANCIAL CORP
Shares:133.3K
Value:$5.5M
% of Portfolio:0.1% ($5.5M/$4.3B)
HERSHEY CO
Shares:31.8K
Value:$5.4M
% of Portfolio:0.1% ($5.4M/$4.3B)
L3HARRIS TECHNOLOGIES, INC. /DE/
Shares:25.9K
Value:$5.4M
% of Portfolio:0.1% ($5.4M/$4.3B)
STARBUCKS CORP
Shares:54.3K
Value:$5.3M
% of Portfolio:0.1% ($5.3M/$4.3B)
EQUINIX INC
Shares:6.5K
Value:$5.3M
% of Portfolio:0.1% ($5.3M/$4.3B)
464287507
Shares:90.2K
Value:$5.3M
% of Portfolio:0.1% ($5.3M/$4.3B)
QUALCOMM INC/DE
Shares:34.1K
Value:$5.2M
% of Portfolio:0.1% ($5.2M/$4.3B)
Verisk Analytics, Inc.
Shares:17.5K
Value:$5.2M
% of Portfolio:0.1% ($5.2M/$4.3B)
AppLovin Corp
Shares:19.6K
Value:$5.2M
% of Portfolio:0.1% ($5.2M/$4.3B)
808524300
Shares:205.9K
Value:$5.2M
% of Portfolio:0.1% ($5.2M/$4.3B)
Ark 21Shares Bitcoin ETF
Shares:62.7K
Value:$5.2M
% of Portfolio:0.1% ($5.2M/$4.3B)
Shares:69.8K
Value:$5.0M
% of Portfolio:0.1% ($5.0M/$4.3B)
GILEAD SCIENCES, INC.
Shares:44.4K
Value:$5.0M
% of Portfolio:0.1% ($5.0M/$4.3B)
REPUBLIC SERVICES, INC.
Shares:20.5K
Value:$5.0M
% of Portfolio:0.1% ($5.0M/$4.3B)
VERTEX PHARMACEUTICALS INC / MA
Shares:10.1K
Value:$4.9M
% of Portfolio:0.1% ($4.9M/$4.3B)
464287150
Shares:39.9K
Value:$4.9M
% of Portfolio:0.1% ($4.9M/$4.3B)
Paycom Software, Inc.
Shares:22.2K
Value:$4.8M
% of Portfolio:0.1% ($4.8M/$4.3B)
92204A876
Shares:28.1K
Value:$4.8M
% of Portfolio:0.1% ($4.8M/$4.3B)
808524409
Shares:179.4K
Value:$4.8M
% of Portfolio:0.1% ($4.8M/$4.3B)