Oakmont Partners

Latest statistics and disclosures from Dakota Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Oakmont Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Dakota Wealth Management

Dakota Wealth Management holds 657 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Dakota Wealth Management has 657 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 5.0 $128M 268k 477.63
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Apple (AAPL) 4.1 $105M 543k 192.53
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Microsoft Corporation (MSFT) 3.5 $90M +4% 239k 376.04
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.5 $65M +22% 708k 91.39
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Amazon (AMZN) 2.0 $50M 332k 151.94
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $36M +11% 259k 139.69
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Ishares Tr Pfd And Incm Sec (PFF) 1.4 $36M 1.1M 31.19
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Ishares Tr Russell 2000 Etf (IWM) 1.3 $34M -2% 169k 200.71
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Visa Com Cl A (V) 1.3 $33M 127k 260.35
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Ishares Tr Rus Mid Cap Etf (IWR) 1.3 $33M 420k 77.73
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Ishares Tr Tips Bd Etf (TIP) 1.2 $31M -2% 292k 107.49
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Costco Wholesale Corporation (COST) 1.2 $31M +38% 46k 662.37
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Meta Platforms Cl A (META) 1.2 $30M +16% 86k 353.96
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Ishares Tr S&p 100 Etf (OEF) 1.2 $30M +16% 134k 223.39
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.2 $30M 513k 57.96
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Broadcom (AVGO) 1.0 $27M 24k 1116.25
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Eli Lilly & Co. (LLY) 1.0 $25M 44k 582.92
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Select Sector Spdr Tr Technology (XLK) 1.0 $25M 132k 192.48
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NVIDIA Corporation (NVDA) 1.0 $25M +4% 49k 495.22
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JPMorgan Chase & Co. (JPM) 0.9 $24M -24% 142k 170.10
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.9 $22M -2% 307k 72.15
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $22M 61k 356.66
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Alphabet Cap Stk Cl C (GOOG) 0.8 $22M 153k 140.93
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Exxon Mobil Corporation (XOM) 0.8 $20M -18% 200k 99.98
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Johnson & Johnson (JNJ) 0.8 $20M -2% 125k 156.74
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $19M +19% 450k 42.18
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $19M +3% 46k 409.52
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Ishares Tr Core S&p Scp Etf (IJR) 0.7 $19M +11% 171k 108.25
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $18M +81% 117k 157.80
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Home Depot (HD) 0.7 $17M +34% 49k 346.55
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Adobe Systems Incorporated (ADBE) 0.7 $17M +18% 29k 596.60
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Netflix (NFLX) 0.7 $17M 34k 486.88
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Zoetis Cl A (ZTS) 0.6 $17M -24% 84k 197.37
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $16M +4% 211k 76.13
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Select Sector Spdr Tr Financial (XLF) 0.6 $16M 427k 37.60
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Caterpillar (CAT) 0.6 $16M +42% 54k 295.67
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Phillips 66 (PSX) 0.6 $16M +112% 119k 133.14
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $16M +2% 45k 350.91
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Ishares Tr Msci Usa Min Vol (USMV) 0.6 $15M +5% 193k 78.03
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Servicenow (NOW) 0.6 $15M +7% 21k 706.49
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AmerisourceBergen (COR) 0.6 $15M 72k 205.38
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.6 $15M +19% 362k 40.06
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Waste Management (WM) 0.6 $14M -13% 80k 179.10
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Vanguard World Fds Health Car Etf (VHT) 0.5 $14M +5% 55k 250.70
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Chevron Corporation (CVX) 0.5 $14M -16% 92k 149.16
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.5 $13M -14% 458k 29.05
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $13M 43k 303.17
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Select Sector Spdr Tr Energy (XLE) 0.5 $13M 155k 83.84
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Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.5 $13M -17% 129k 99.12
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Ishares Gold Tr Ishares New (IAU) 0.5 $12M 319k 39.03
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $12M +2% 90k 136.38
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Progressive Corporation (PGR) 0.5 $12M 77k 159.28
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Pepsi (PEP) 0.5 $12M -19% 71k 169.96
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UnitedHealth (UNH) 0.5 $12M 23k 526.46
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.5 $12M +14% 281k 41.93
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Vanguard Specialized Funds Div App Etf (VIG) 0.5 $12M -4% 69k 170.40
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Quanta Services (PWR) 0.5 $12M -10% 54k 215.80
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $11M +8% 48k 237.22
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $11M +3% 227k 50.23
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $11M +3% 68k 164.42
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Honeywell International (HON) 0.4 $11M +43% 53k 209.71
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Ishares Tr Us Telecom Etf (IYZ) 0.4 $11M +21% 490k 22.76
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Abbott Laboratories (ABT) 0.4 $11M 101k 110.07
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Cintas Corporation (CTAS) 0.4 $11M +320% 18k 602.67
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McDonald's Corporation (MCD) 0.4 $11M 37k 296.51
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Deere & Company (DE) 0.4 $11M 27k 400.57
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $11M 192k 56.14
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Comcast Corp Cl A (CMCSA) 0.4 $11M -22% 246k 43.85
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Simplify Exchange Traded Fun Short Term Trea (TUA) 0.4 $11M -17% 465k 23.15
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $11M +11% 130k 82.04
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $11M +69% 24k 436.79
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Procter & Gamble Company (PG) 0.4 $10M 70k 146.54
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Ferrari Nv Ord (RACE) 0.4 $9.8M +13% 29k 338.43
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Vanguard Index Fds Value Etf (VTV) 0.4 $9.8M -3% 66k 149.50
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $9.8M +8% 109k 89.80
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Oracle Corporation (ORCL) 0.4 $9.8M +55% 93k 105.43
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Cisco Systems (CSCO) 0.4 $9.7M +26% 191k 50.52
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Nextera Energy (NEE) 0.4 $9.5M -38% 157k 60.74
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $9.4M +18% 145k 65.06
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Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $9.4M +752% 23k 406.90
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $9.1M +2% 19k 475.32
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $9.0M +12% 176k 51.28
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General Dynamics Corporation (GD) 0.3 $8.9M +1160% 34k 259.67
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $8.6M +23% 185k 46.63
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Amgen (AMGN) 0.3 $8.4M +8% 29k 288.02
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Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $8.2M 95k 85.54
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Pfizer (PFE) 0.3 $7.8M -6% 272k 28.79
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $7.8M +61% 28k 277.15
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $7.7M +3% 33k 232.64
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Capital One Financial (COF) 0.3 $7.6M 58k 131.12
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Equinix (EQIX) 0.3 $7.5M +23% 9.3k 805.41
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PNC Financial Services (PNC) 0.3 $7.5M +806% 48k 154.85
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Walt Disney Company (DIS) 0.3 $7.3M -3% 81k 90.29
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $7.2M 69k 105.43
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $7.2M +22% 149k 48.45
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Select Sector Spdr Tr Indl (XLI) 0.3 $7.2M +2% 63k 113.99
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Becton, Dickinson and (BDX) 0.3 $7.0M 29k 243.83
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $6.9M +10% 134k 52.00
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Nuveen Insured Tax-Free Adv Munici (NEA) 0.3 $6.9M +7% 628k 11.00
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Select Sector Spdr Tr Communication (XLC) 0.3 $6.9M +2% 95k 72.66
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Palo Alto Networks (PANW) 0.3 $6.8M +48% 23k 294.88
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ConocoPhillips (COP) 0.3 $6.7M 58k 116.07
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $6.7M +29% 68k 99.25
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Bank of New York Mellon Corporation (BK) 0.3 $6.6M +35% 127k 52.05
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $6.6M 104k 63.33
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $6.5M -13% 13k 507.38
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Willis Towers Watson SHS (WTW) 0.2 $6.4M 26k 241.20
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Bank of America Corporation (BAC) 0.2 $6.3M -3% 188k 33.67
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Starbucks Corporation (SBUX) 0.2 $6.3M -8% 65k 96.01
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Merck & Co (MRK) 0.2 $5.7M 52k 109.03
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Ishares Tr National Mun Etf (MUB) 0.2 $5.7M +7% 53k 108.41
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Nike CL B (NKE) 0.2 $5.7M 52k 108.57
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Verizon Communications (VZ) 0.2 $5.6M -8% 150k 37.70
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salesforce (CRM) 0.2 $5.6M -46% 21k 263.14
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Global Payments (GPN) 0.2 $5.5M 43k 127.00
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Nuveen Div. Advantage Muni. Fund (NAD) 0.2 $5.5M +4% 476k 11.45
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Archer Daniels Midland Company (ADM) 0.2 $5.4M 75k 72.22
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $5.4M 100k 53.97
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Mastercard Incorporated Cl A (MA) 0.2 $5.4M 13k 426.52
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United Rentals (URI) 0.2 $5.2M +77% 9.1k 573.39
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L3harris Technologies (LHX) 0.2 $5.2M 25k 210.62
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Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) 0.2 $5.1M 94k 54.56
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Apple Hospitality Reit Com New (APLE) 0.2 $5.1M -12% 307k 16.61
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TJX Companies (TJX) 0.2 $5.0M +115% 53k 93.81
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Canadian Natural Resources (CNQ) 0.2 $4.9M +41% 75k 65.52
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Ishares Tr Grwt Allocat Etf (AOR) 0.2 $4.9M 92k 53.19
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Stryker Corporation (SYK) 0.2 $4.9M +19% 16k 299.66
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Diageo Spon Adr New (DEO) 0.2 $4.8M 33k 145.66
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Pentair SHS (PNR) 0.2 $4.8M -51% 67k 72.71
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $4.8M +8% 27k 178.81
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Goldman Sachs (GS) 0.2 $4.7M +2% 12k 385.77
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Vanguard World Fds Utilities Etf (VPU) 0.2 $4.7M -7% 34k 137.07
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Eaton Corp SHS (ETN) 0.2 $4.6M +6% 19k 240.82
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CBOE Holdings (CBOE) 0.2 $4.5M +8% 25k 178.56
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American Electric Power Company (AEP) 0.2 $4.5M 55k 81.22
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $4.4M 50k 88.36
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Kinder Morgan (KMI) 0.2 $4.3M 245k 17.64
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Vanguard Index Fds Growth Etf (VUG) 0.2 $4.3M 14k 310.89
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CVS Caremark Corporation (CVS) 0.2 $4.2M -5% 53k 78.96
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Truist Financial Corp equities (TFC) 0.2 $4.2M -4% 114k 36.92
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Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.2 $4.1M -10% 385k 10.53
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Charter Communications Inc N Cl A (CHTR) 0.2 $4.0M +7% 10k 388.68
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $4.0M 55k 72.03
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Realty Income (O) 0.2 $3.9M -3% 67k 57.68
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Eaton Vance Municipal Bond Fund (EIM) 0.2 $3.9M -17% 384k 10.13
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Mccormick & Co Com Non Vtg (MKC) 0.1 $3.8M 56k 68.42
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Union Pacific Corporation (UNP) 0.1 $3.8M 16k 245.63
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Linde SHS (LIN) 0.1 $3.7M +55% 9.1k 410.71
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Marathon Petroleum Corp (MPC) 0.1 $3.7M +11% 25k 148.36
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Spdr Gold Tr Gold Shs (GLD) 0.1 $3.7M -19% 19k 191.16
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Coca-Cola Company (KO) 0.1 $3.6M -4% 61k 58.93
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Metropcs Communications (TMUS) 0.1 $3.5M +15% 22k 160.33
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Lowe's Companies (LOW) 0.1 $3.5M +3% 16k 222.55
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Humana (HUM) 0.1 $3.5M +27% 7.6k 457.78
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $3.4M +6% 41k 82.97
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $3.4M +100% 13k 252.22
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Intel Corporation (INTC) 0.1 $3.3M +7% 66k 50.25
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Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.1 $3.3M +2% 148k 22.13
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Gilead Sciences (GILD) 0.1 $3.3M -4% 40k 81.01
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American Tower Reit (AMT) 0.1 $3.3M +49% 15k 215.88
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Tesla Motors (TSLA) 0.1 $3.2M +6% 13k 248.48
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Blackrock Muni Intermediate Drtn Fnd (MUI) 0.1 $3.2M +18% 277k 11.64
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Cummins (CMI) 0.1 $3.2M 13k 239.57
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Emerson Electric (EMR) 0.1 $3.2M +38% 33k 97.33
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $3.1M NEW 61k 51.67
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Watsco, Incorporated (WSO) 0.1 $3.1M +43% 7.3k 428.47
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $3.1M NEW 18k 168.54
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $3.0M -27% 12k 262.25
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Applied Materials (AMAT) 0.1 $3.0M +12% 19k 162.07
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Mondelez Intl Cl A (MDLZ) 0.1 $3.0M +5% 41k 72.66
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Unilever Spon Adr New (UL) 0.1 $3.0M 62k 48.48
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $3.0M +254% 18k 165.25
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AFLAC Incorporated (AFL) 0.1 $3.0M +520% 36k 82.50
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $3.0M +4% 14k 213.33
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Hershey Company (HSY) 0.1 $2.9M +574% 16k 186.44
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General Motors Company (GM) 0.1 $2.9M 81k 35.92
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Arista Networks (ANET) 0.1 $2.9M +53% 12k 235.51
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Abbvie (ABBV) 0.1 $2.9M -14% 19k 154.97
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Roper Industries (ROP) 0.1 $2.9M +16% 5.3k 545.12
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Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $2.9M +65% 260k 11.09
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Gartner (IT) 0.1 $2.9M +18% 6.3k 451.11
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.8M +6% 50k 56.40
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $2.8M -8% 50k 55.90
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Qualcomm (QCOM) 0.1 $2.8M -2% 19k 144.63
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Ingersoll Rand (IR) 0.1 $2.7M 36k 77.34
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O'reilly Automotive (ORLY) 0.1 $2.7M -22% 2.8k 950.08
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Intuitive Surgical Com New (ISRG) 0.1 $2.7M -20% 7.9k 337.37
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Stanley Black & Decker (SWK) 0.1 $2.6M -32% 27k 98.10
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Postal Realty Trust Cl A (PSTL) 0.1 $2.6M +20% 179k 14.56
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Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $2.6M 22k 117.73
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Intuit (INTU) 0.1 $2.6M +5% 4.1k 625.03
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W.W. Grainger (GWW) 0.1 $2.6M +9% 3.1k 828.78
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Thermo Fisher Scientific (TMO) 0.1 $2.6M -16% 4.8k 530.79
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $2.6M +25% 75k 34.01
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Principal Financial (PFG) 0.1 $2.5M 32k 78.67
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Lockheed Martin Corporation (LMT) 0.1 $2.5M +6% 5.6k 453.22
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Raytheon Technologies Corp (RTX) 0.1 $2.5M -2% 30k 84.14
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Darden Restaurants (DRI) 0.1 $2.5M +27% 15k 164.30
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Wal-Mart Stores (WMT) 0.1 $2.5M +5% 16k 157.66
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Prologis (PLD) 0.1 $2.5M -3% 19k 133.30
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.4M +16% 17k 147.14
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Novo-nordisk A S Adr (NVO) 0.1 $2.4M -4% 24k 103.45
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Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $2.4M +3% 206k 11.82
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.4M +2% 23k 105.23
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Uber Technologies (UBER) 0.1 $2.4M +49% 39k 61.57
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Analog Devices (ADI) 0.1 $2.3M +7% 12k 198.56
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Kimberly-Clark Corporation (KMB) 0.1 $2.3M -5% 19k 121.53
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Msci (MSCI) 0.1 $2.3M -2% 4.1k 565.60
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $2.3M +7% 33k 70.10
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Boeing Company (BA) 0.1 $2.3M +11% 8.7k 260.65
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Crown Castle Intl (CCI) 0.1 $2.2M -25% 20k 115.19
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Us Bancorp Del Com New (USB) 0.1 $2.2M 51k 43.42
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Medpace Hldgs (MEDP) 0.1 $2.2M +146% 7.2k 306.53
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Paychex (PAYX) 0.1 $2.2M 18k 119.11
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First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $2.1M 25k 87.67
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Symbotic Class A Com (SYM) 0.1 $2.1M +10% 41k 51.33
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Super Micro Computer (SMCI) 0.1 $2.1M +313% 7.5k 284.26
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $2.1M 45k 47.24
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.1M NEW 22k 96.85
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $1.9M -11% 4.0k 489.99
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Blackrock Util & Infrastrctu (BUI) 0.1 $1.9M -4% 87k 21.82
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Netstreit Corp (NTST) 0.1 $1.9M +33% 106k 17.85
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3M Company (MMM) 0.1 $1.9M 17k 109.32
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.9M -5% 25k 75.32
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Danaher Corporation (DHR) 0.1 $1.8M -3% 8.0k 231.35
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Glacier Ban (GBCI) 0.1 $1.8M -3% 45k 41.32
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Dominion Resources (D) 0.1 $1.8M -25% 39k 47.00
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Texas Instruments Incorporated (TXN) 0.1 $1.8M -13% 11k 170.47
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Allstate Corporation (ALL) 0.1 $1.8M 13k 140.67
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Pennymac Financial Services (PFSI) 0.1 $1.8M +2% 20k 88.37
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Blackrock Mun Income Tr Sh Ben Int (BFK) 0.1 $1.8M +68% 177k 10.07
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.8M +438% 23k 77.02
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Prudential Financial (PRU) 0.1 $1.8M -2% 17k 103.71
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Travelers Companies (TRV) 0.1 $1.8M +7% 9.2k 190.48
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Duke Energy Corp Com New (DUK) 0.1 $1.7M 18k 97.04
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MDU Resources (MDU) 0.1 $1.7M 87k 19.92
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Knife River Corp Common Stock (KNF) 0.1 $1.7M 26k 66.18
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Advanced Micro Devices (AMD) 0.1 $1.7M +84% 11k 147.41
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Northrop Grumman Corporation (NOC) 0.1 $1.7M -4% 3.6k 468.15
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Ishares Tr Ishares Biotech (IBB) 0.1 $1.7M 12k 135.85
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.7M -4% 15k 111.63
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Equity Residential Sh Ben Int (EQR) 0.1 $1.7M +37% 27k 61.25
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Ishares Msci Emerg Mrkt (EEMV) 0.1 $1.6M 29k 55.59
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Boston Scientific Corporation (BSX) 0.1 $1.6M NEW 28k 57.81
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Amphenol Corp Cl A (APH) 0.1 $1.6M 16k 99.13
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BlackRock MuniVest Fund (MVF) 0.1 $1.6M +29% 221k 7.12
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Lululemon Athletica (LULU) 0.1 $1.6M 3.0k 511.29
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.6M 63k 24.79
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Mr Cooper Group (COOP) 0.1 $1.5M NEW 24k 65.12
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Philip Morris International (PM) 0.1 $1.5M -70% 16k 94.09
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Past Filings by Dakota Wealth Management

SEC 13F filings are viewable for Dakota Wealth Management going back to 2014

View all past filings