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Oakmont Partners

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

Top 5 stock holdings are KLAC, AAPL, IVV, BIL, MSFT, and represent 26.00% of Dakota Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BIL (+$38M), BLK (+$19M), CRM (+$16M), SCHD (+$15M), BMY (+$12M), ANET (+$9.9M), VGIT (+$9.6M), IGIB (+$7.6M), RSP (+$7.5M), ABT (+$6.3M).
Started 77 new stock positions in PKG, RMBS, APPF, MTBA, AS, KNX, DPG, PCTY, ZM, BNY.
Reduced shares in these 10 stocks: , ULTA (-$14M), BAC (-$12M), VRTX (-$11M), MSTR (-$10M), CMG (-$9.6M), Arista Networks (-$8.3M), ADBE (-$7.2M), APP (-$5.7M), IBM (-$5.3M).
Sold out of its positions in ELV, APOG, Apple Inc option, AIT, Arista Networks, ASPN, BGS, BlackRock, BTZ, BLDR.
Dakota Wealth Management was a net buyer of stock by $46M.
Dakota Wealth Management has $4.3B in assets under management (AUM), dropping by -1.74%.
Central Index Key (CIK): 0001631353

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Portfolio Holdings for Dakota Wealth Management

Dakota Wealth Management holds 748 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Dakota Wealth Management has 748 total positions. Only the first 250 positions are shown.

Sign up to view all of the Dakota Wealth Management Dec. 31, 2024 positions
Download the Dakota Wealth Management December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Kla Corp Com New (KLAC)	13.0	$565M		896k	630.12	View chart
Apple (AAPL)	3.9	$168M	-2%	670k	250.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$160M		272k	588.68	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.9	$124M	+44%	1.4M	91.43	View chart
Microsoft Corporation (MSFT)	2.6	$113M		269k	421.50	View chart
Amazon (AMZN)	2.1	$90M	-2%	409k	219.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.6	$70M	+11%	401k	175.23	View chart
NVIDIA Corporation (NVDA)	1.5	$64M	-5%	477k	134.29	View chart
Meta Platforms Cl A (META)	1.4	$59M		101k	585.51	View chart
Broadcom (AVGO)	1.3	$57M	-6%	245k	231.84	View chart
Costco Wholesale Corporation (COST)	1.2	$51M		56k	916.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$46M		245k	189.30	View chart
JPMorgan Chase & Co. (JPM)	1.1	$46M		191k	239.71	View chart
Eli Lilly & Co. (LLY)	1.0	$43M	-3%	56k	772.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$43M	+11%	74k	586.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$43M	+3%	195k	220.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$41M	+3%	466k	88.40	View chart
Select Sector Spdr Tr Financial (XLF)	0.9	$38M		790k	48.33	View chart
Netflix (NFLX)	0.9	$38M	-2%	42k	891.32	View chart
Visa Com Cl A (V)	0.9	$38M	+3%	119k	316.04	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.8	$37M		1.2M	31.44	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.8	$36M	+14%	809k	44.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$34M		177k	190.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$33M	-2%	72k	453.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$32M	+8%	63k	511.23	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$32M		535k	58.93	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$32M		135k	232.52	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$31M	-10%	182k	169.30	View chart
Ishares Tr Tips Bd Etf (TIP)	0.7	$31M		288k	106.55	View chart
Progressive Corporation (PGR)	0.7	$30M	+3%	126k	239.61	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.7	$30M	+34%	579k	51.51	View chart
Home Depot (HD)	0.7	$30M	+14%	76k	388.99	View chart
Ishares Tr S&p 100 Etf (OEF)	0.7	$29M	+9%	101k	288.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$28M	-5%	291k	96.90	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$27M	+25%	334k	81.98	View chart
Arthur J. Gallagher & Co. (AJG)	0.6	$26M	+4%	91k	283.85	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$25M	+7%	490k	51.14	View chart
Exxon Mobil Corporation (XOM)	0.6	$25M	-8%	232k	107.57	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$24M	+14%	468k	51.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$24M	-8%	58k	410.44	View chart
Oracle Corporation (ORCL)	0.5	$22M	+4%	134k	166.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$22M	+192%	816k	27.32	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$20M	+7%	77k	253.75	View chart
Pentair SHS (PNR)	0.4	$19M	+7%	189k	100.64	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$19M	+4%	214k	87.90	View chart
salesforce (CRM)	0.4	$19M	+664%	56k	334.34	View chart
Blackrock (BLK)	0.4	$19M	NEW	18k	1025.13	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$18M	+17%	201k	91.68	View chart
Abbott Laboratories (ABT)	0.4	$18M	+54%	158k	113.11	View chart
Procter & Gamble Company (PG)	0.4	$17M		104k	167.65	View chart
Johnson & Johnson (JNJ)	0.4	$17M	-2%	120k	144.62	View chart
Cintas Corporation (CTAS)	0.4	$17M		93k	182.70	View chart
Ferrari Nv Ord (RACE)	0.4	$17M		39k	424.84	View chart
Eaton Corp SHS (ETN)	0.4	$16M	+8%	49k	331.87	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$16M		326k	49.51	View chart
O'reilly Automotive (ORLY)	0.4	$16M	+6%	13k	1185.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$16M		39k	401.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$16M	-2%	136k	115.22	View chart
Royal Caribbean Cruises (RCL)	0.4	$15M	-14%	66k	230.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$15M		51k	289.81	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$15M	+14%	294k	50.37	View chart
Bristol Myers Squibb (BMY)	0.3	$15M	+377%	260k	56.56	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$15M	+3%	151k	96.81	View chart
Servicenow (NOW)	0.3	$15M	-5%	14k	1060.12	View chart
Waste Management (WM)	0.3	$14M		72k	201.79	View chart
Zoetis Cl A (ZTS)	0.3	$14M	+3%	87k	162.93	View chart
TJX Companies (TJX)	0.3	$14M	+7%	117k	120.81	View chart
UnitedHealth (UNH)	0.3	$14M		28k	505.86	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$14M	+3%	168k	84.14	View chart
Caterpillar (CAT)	0.3	$14M		39k	362.76	View chart
Southern Company (SO)	0.3	$14M	-2%	169k	82.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$14M	+7%	70k	195.83	View chart
Cummins (CMI)	0.3	$14M	+9%	40k	348.60	View chart
Bank of New York Mellon Corporation (BK)	0.3	$13M	+5%	175k	76.83	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$13M	+4%	38k	351.79	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$13M		152k	85.66	View chart
Vanguard World Health Car Etf (VHT)	0.3	$13M		51k	253.69	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$13M	-5%	93k	137.57	View chart
Cisco Systems (CSCO)	0.3	$13M		214k	59.20	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.3	$13M	+60%	292k	43.24	View chart
Pepsi (PEP)	0.3	$12M	-6%	82k	152.14	View chart
Deere & Company (DE)	0.3	$12M	-16%	27k	424.36	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$11M	+4%	198k	57.41	View chart
Chevron Corporation (CVX)	0.3	$11M	-15%	78k	144.84	View chart
Bank of America Corporation (BAC)	0.3	$11M	-52%	253k	43.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$11M	+9%	105k	105.48	View chart
McDonald's Corporation (MCD)	0.2	$11M	+4%	37k	289.89	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$11M	+2%	101k	106.55	View chart
Nextera Energy (NEE)	0.2	$11M		149k	71.69	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$11M	+1035%	182k	58.00	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$10M	-3%	55k	189.98	View chart
International Business Machines (IBM)	0.2	$10M	-34%	46k	219.83	View chart
Arista Networks Com Shs (ANET)	0.2	$9.9M	NEW	89k	110.53	View chart
Stryker Corporation (SYK)	0.2	$9.7M	+7%	27k	360.20	View chart
Walt Disney Company (DIS)	0.2	$9.7M	-4%	87k	111.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$9.7M	+9%	18k	538.82	View chart
Amgen (AMGN)	0.2	$9.4M	-21%	36k	260.64	View chart
Applovin Corp Com Cl A (APP)	0.2	$9.3M	-37%	29k	323.83	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$9.3M		71k	131.76	View chart
Metropcs Communications (TMUS)	0.2	$9.3M	+10%	42k	220.73	View chart
American Centy Etf Tr Multisector (MUSI)	0.2	$9.2M	-14%	213k	43.19	View chart
Goldman Sachs (GS)	0.2	$9.2M		16k	572.61	View chart
AmerisourceBergen (COR)	0.2	$9.0M	-14%	40k	224.68	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$9.0M		93k	96.53	View chart
Capital One Financial (COF)	0.2	$8.7M		49k	178.32	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$8.2M	+5%	108k	75.69	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$8.1M	+84%	338k	24.06	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.2	$8.1M	-16%	81k	99.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$8.1M	+3%	31k	264.13	View chart
Willis Towers Watson SHS (WTW)	0.2	$7.9M		25k	313.24	View chart
Chubb (CB)	0.2	$7.8M	+67%	28k	276.31	View chart
Comcast Corp Cl A (CMCSA)	0.2	$7.7M	-3%	205k	37.53	View chart
Pfizer (PFE)	0.2	$7.7M	-5%	289k	26.53	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$7.7M	+9%	224k	34.13	View chart
Generac Holdings (GNRC)	0.2	$7.6M	+59%	49k	155.05	View chart
Adobe Systems Incorporated (ADBE)	0.2	$7.4M	-49%	17k	444.68	View chart
Kinder Morgan (KMI)	0.2	$7.4M	-3%	271k	27.40	View chart
Honeywell International (HON)	0.2	$7.4M		33k	225.89	View chart
Abbvie (ABBV)	0.2	$7.3M		41k	177.70	View chart
Tesla Motors (TSLA)	0.2	$7.3M	-6%	18k	403.84	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$7.1M		121k	58.35	View chart
Palo Alto Networks (PANW)	0.2	$6.9M	+127%	38k	181.96	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$6.8M		12k	569.60	View chart
Mastercard Incorporated Cl A (MA)	0.2	$6.7M		13k	526.58	View chart
Truist Financial Corp equities (TFC)	0.2	$6.6M		151k	43.38	View chart
Wal-Mart Stores (WMT)	0.2	$6.5M	-3%	72k	90.35	View chart
Verizon Communications (VZ)	0.1	$6.4M	-11%	159k	39.99	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$6.3M	+12%	37k	172.42	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$6.3M		28k	224.35	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$6.2M		70k	88.79	View chart
Equinix (EQIX)	0.1	$6.2M	-18%	6.6k	942.89	View chart
ConocoPhillips (COP)	0.1	$6.2M		63k	99.17	View chart
Boston Scientific Corporation (BSX)	0.1	$6.1M	+17%	68k	89.32	View chart
Quanta Services (PWR)	0.1	$6.1M	-11%	19k	316.05	View chart
Roper Industries (ROP)	0.1	$5.9M	+11%	11k	519.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$5.8M	+295%	209k	27.87	View chart
Coca-Cola Company (KO)	0.1	$5.8M	-7%	94k	62.26	View chart
Phillips 66 (PSX)	0.1	$5.8M	-4%	51k	113.93	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$5.7M	+12%	46k	124.96	View chart
Astera Labs (ALAB)	0.1	$5.7M	+2%	43k	132.45	View chart
Gartner (IT)	0.1	$5.7M	+3%	12k	484.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$5.7M		23k	242.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$5.6M		90k	62.31	View chart
Becton, Dickinson and (BDX)	0.1	$5.6M		25k	226.87	View chart
L3harris Technologies (LHX)	0.1	$5.6M		27k	210.28	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.1	$5.5M	-35%	59k	93.27	View chart
Hershey Company (HSY)	0.1	$5.4M		32k	169.35	View chart
American Electric Power Company (AEP)	0.1	$5.4M		58k	92.23	View chart
Qualcomm (QCOM)	0.1	$5.4M	-16%	35k	153.62	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$5.3M	+7%	238k	22.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.1	$5.3M	-4%	80k	65.73	View chart
Starbucks Corporation (SBUX)	0.1	$5.1M		56k	91.25	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$5.1M	+9%	39k	128.62	View chart
CBOE Holdings (CBOE)	0.1	$5.0M	+14%	26k	195.40	View chart
Sempra Energy (SRE)	0.1	$5.0M	+14%	57k	87.74	View chart
American Express Company (AXP)	0.1	$4.9M	-8%	16k	296.78	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.8M	-14%	30k	161.77	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.8M	-5%	64k	75.63	View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK)	0.1	$4.8M	+9%	458k	10.46	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$4.7M	-3%	83k	57.32	View chart
Vanguard World Utilities Etf (VPU)	0.1	$4.7M	-2%	29k	163.42	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.7M	-3%	9.0k	521.96	View chart
Ingersoll Rand (IR)	0.1	$4.5M	+8%	49k	90.46	View chart
Global Payments (GPN)	0.1	$4.5M		40k	112.06	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$4.4M	-13%	51k	87.25	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$4.4M	+214%	167k	26.07	View chart
Invesco Qqq Tr Put Put Option (Principal)	0.1	$4.3M	+1100%	8.4k	511.23	View chart
Republic Services (RSG)	0.1	$4.3M	-5%	21k	201.18	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$4.2M	-2%	54k	78.61	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$4.2M	+204%	180k	23.18	View chart
Gilead Sciences (GILD)	0.1	$4.2M		45k	92.37	View chart
Canadian Natural Resources (CNQ)	0.1	$4.1M	-20%	133k	30.87	View chart
Eastman Chemical Company (EMN)	0.1	$4.1M	+14%	45k	91.36	View chart
General Motors Company (GM)	0.1	$4.1M		76k	53.27	View chart
Medtronic SHS (MDT)	0.1	$4.0M	-3%	50k	79.88	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$3.9M	-22%	338k	11.66	View chart
Merck & Co (MRK)	0.1	$3.9M	-51%	40k	99.49	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$3.9M	+16%	6.3k	621.78	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$3.9M	-10%	43k	90.35	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.9M		44k	89.08	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$3.9M	-4%	51k	76.24	View chart
Diageo Spon Adr New (DEO)	0.1	$3.8M	-3%	30k	127.13	View chart
Archer Daniels Midland Company (ADM)	0.1	$3.7M	-4%	74k	50.52	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.7M		32k	115.72	View chart
Snowflake Cl A (SNOW)	0.1	$3.7M	NEW	24k	154.41	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.7M	-4%	7.6k	485.97	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$3.6M	-22%	32k	113.61	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$3.6M	+8%	65k	54.69	View chart
W.W. Grainger (GWW)	0.1	$3.5M		3.3k	1054.09	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.4M	+99%	17k	197.49	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.1	$3.4M	NEW	69k	49.69	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$3.4M		11k	322.16	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$3.4M	-32%	300k	11.28	View chart
Union Pacific Corporation (UNP)	0.1	$3.4M	-6%	15k	228.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.4M		14k	240.28	View chart
Freeport-mcmoran CL B (FCX)	0.1	$3.4M	-4%	88k	38.08	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.1	$3.3M	+3%	317k	10.36	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.3M	-3%	24k	139.50	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.3M	-9%	6.3k	520.23	View chart
Realty Income (O)	0.1	$3.2M	-5%	60k	53.41	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$3.2M	+22%	68k	47.39	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$3.2M		21k	154.96	View chart
Unilever Spon Adr New (UL)	0.1	$3.2M	-3%	56k	56.70	View chart
The Trade Desk Com Cl A (TTD)	0.1	$3.2M	+55%	27k	117.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$3.1M	-9%	17k	178.08	View chart
Uber Technologies (UBER)	0.1	$3.1M	+3%	51k	60.32	View chart
Cava Group Ord (CAVA)	0.1	$3.1M	+16%	27k	112.80	View chart
Apple Hospitality Reit Com New (APLE)	0.1	$3.0M	-17%	198k	15.35	View chart
Dominion Resources (D)	0.1	$3.0M	+5%	56k	53.86	View chart
Microstrategy Cl A New (MSTR)	0.1	$3.0M	-77%	10k	289.62	View chart
AFLAC Incorporated (AFL)	0.1	$3.0M		29k	103.44	View chart
Nike CL B (NKE)	0.1	$3.0M	-8%	40k	75.67	View chart
Blackrock Muni Intermediate Drtn Fnd	0.1	$3.0M	-29%	246k	12.12	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$3.0M	-78%	7.4k	402.70	View chart
Charles Schwab Corporation (SCHW)	0.1	$3.0M	-2%	40k	74.01	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$2.9M	+88%	158k	18.50	View chart
United Rentals (URI)	0.1	$2.9M	-62%	4.1k	704.48	View chart
ResMed (RMD)	0.1	$2.9M	NEW	13k	228.69	View chart
Philip Morris International (PM)	0.1	$2.8M		24k	120.36	View chart
Lowe's Companies (LOW)	0.1	$2.8M		11k	246.81	View chart
Amphenol Corp Cl A (APH)	0.1	$2.8M	+2%	40k	69.46	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.8M	-7%	21k	131.06	View chart
Axon Enterprise (AXON)	0.1	$2.8M	+38%	4.6k	594.32	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$2.7M		23k	119.12	View chart
Lululemon Athletica (LULU)	0.1	$2.7M	+182%	7.1k	382.41	View chart
Fiserv (FI)	0.1	$2.7M	+2%	13k	205.42	View chart
Mr Cooper Group (COOP)	0.1	$2.7M		28k	96.01	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$2.7M	+86%	21k	127.07	View chart
Klaviyo Com Ser A (KVYO)	0.1	$2.6M		63k	41.24	View chart
Intel Corporation (INTC)	0.1	$2.6M	-19%	129k	20.05	View chart
Intuit (INTU)	0.1	$2.5M		4.0k	628.52	View chart
American Tower Reit (AMT)	0.1	$2.5M	-12%	14k	183.41	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$2.5M	+9%	37k	68.94	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$2.5M	-15%	62k	40.67	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$2.5M	-24%	46k	53.05	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.4M	-4%	22k	107.74	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.1	$2.4M	-2%	210k	11.29	View chart
Northrop Grumman Corporation (NOC)	0.1	$2.4M	-24%	5.0k	469.32	View chart
Principal Financial (PFG)	0.1	$2.3M	-4%	30k	77.41	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.3M	+77%	18k	131.29	View chart
Msci (MSCI)	0.1	$2.3M	-4%	3.9k	599.96	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.3M	+31%	7.9k	287.82	View chart
Knife River Corp Common Stock (KNF)	0.1	$2.3M	-5%	22k	101.64	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$2.3M		6.7k	334.25	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$2.2M	+197%	81k	27.71	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$2.2M	-26%	37k	59.98	View chart
Allstate Corporation (ALL)	0.1	$2.2M	-4%	11k	193.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.2M	+175%	12k	185.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.2M	+103%	85k	25.86	View chart
Marriott Intl Cl A (MAR)	0.0	$2.2M		7.7k	278.92	View chart

Past Filings by Dakota Wealth Management

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

Dakota Wealth Management 2024 Q4 filed Jan. 17, 2025
Dakota Wealth Management 2024 Q3 filed Oct. 23, 2024
Dakota Wealth Management 2024 Q2 filed July 22, 2024
Dakota Wealth Management 2024 Q1 filed April 24, 2024
Dakota Wealth Management 2023 Q4 filed Jan. 30, 2024
Dakota Wealth Management 2023 Q3 filed Oct. 24, 2023
Dakota Wealth Management 2023 Q2 filed July 31, 2023
Dakota Wealth Management 2023 Q1 filed April 14, 2023
Dakota Wealth Management 2022 Q4 filed Feb. 8, 2023
Dakota Wealth Management 2022 Q3 filed Nov. 10, 2022
Dakota Wealth Management 2022 Q2 filed Aug. 5, 2022
Dakota Wealth Management 2022 Q1 filed May 13, 2022
Dakota Wealth Management 2021 Q4 filed Feb. 10, 2022
Dakota Wealth Management 2021 Q3 filed Nov. 15, 2021
Dakota Wealth Management 2021 Q2 filed Aug. 2, 2021
Dakota Wealth Management 2021 Q1 filed May 10, 2021

View all past filings

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