Dakota Wealth Management Incresed Positions in Q4 2025

Dakota Wealth Management

  • $5.42 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
135K
+ 106.67%
$278.39 - $304.13 $37.6M - $41.1M
262K $75.5M
NOW
Service Now, Inc.

Technology
41.4K
+ 431.46%
$835.79 - $946.29 $34.6M - $39.2M
51K $42.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
395K
+ 67.65%
$72.17 - $75.74 $28.5M - $29.9M
979K $73.3M
AAPL
Apple Inc.

Technology
61.7K
+ 10.63%
$245.27 - $275.25 $15.1M - $17M
642K $172M
VTV
Vanguard Value ETF

ETFs
93.1K
+ 103.2%
$182.87 - $189.72 $17M - $17.7M
183K $34.3M
GOOGL
Alphabet Inc.

Communication Services
35.3K
+ 15.34%
$236.57 - $291.31 $8.35M - $10.3M
265K $73.4M
MBB
Ishares Tr

ETFs
183K
+ 50.24%
$94.9 - $96.23 $17.3M - $17.6M
546K $51.9M
MUB
Ishares National Muni Bond ETF

ETFs
133K
+ 109.49%
$106.36 - $107.61 $14.2M - $14.3M
255K $27.3M
MRK
Merck & Co., Inc.

Healthcare
149K
+ 477.42%
$82.49 - $92.93 $12.3M - $13.9M
181K $16.8M
MSFT
Microsoft Corp

Technology
31.3K
+ 13.24%
$496.82 - $542.07 $15.5M - $16.9M
267K $136M
AVGO
Broadcom Inc.

Technology
32.5K
+ 28.26%
$324.63 - $385.98 $10.5M - $12.5M
147K $50.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
19.7K
+ 26.48%
$589.5 - $635.77 $11.6M - $12.5M
94.2K $56.9M
NVDA
Nvidia Corp

Technology
64.8K
+ 17.44%
$179.83 - $207.04 $11.6M - $13.4M
436K $81.4M
TJX
Tjx Companies Inc

Consumer Cyclical
73.1K
+ 54.76%
$138.56 - $147.63 $10.1M - $10.8M
207K $30.2M
CSCO
Cisco Systems, Inc.

Technology
83K
+ 18.83%
$67.46 - $78.0 $5.6M - $6.47M
524K $40.7M
XLU
Utilities Sector Spdr

ETFs
114K
+ 108.81%
$87.89 - $92.9 $10M - $10.6M
219K $19.4M
XOM
Exxon Mobil Corp

Energy
74.3K
+ 28.38%
$110.64 - $119.78 $8.22M - $8.9M
336K $39.6M
GLD
Spdr Gold Trust

ETFs
24.6K
+ 89.29%
$354.79 - $403.15 $8.74M - $9.94M
52.3K $19.6M
AMZN
Amazon Com Inc

Consumer Cyclical
18.8K
+ 5.31%
$213.04 - $254.0 $4M - $4.77M
372K $87.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
162K
+ 58.89%
$59.84 - $60.54 $9.68M - $9.79M
436K $26.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
178K
+ 23.9%
$52.76 - $53.18 $9.39M - $9.46M
922K $48.7M
VB
Vanguard Small Cap ETF

ETFs
36.8K
+ 273.35%
$248.1 - $260.08 $9.12M - $9.56M
50.2K $12.5M
XLB
Select Sector Spdr Fd Material

ETFs
106K
+ 96.88%
$84.72 - $89.9 $9.01M - $9.56M
216K $18.7M
ADI
Analog Devices Inc

Technology
35.3K
+ 392.89%
$225.32 - $246.37 $7.96M - $8.7M
44.3K $10.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
147K
+ 11.9%
$42.26 - $44.28 $6.21M - $6.51M
1.38M $60.5M
IVV
Ishares Core S&P 500 ETF

ETFs
7.83K
+ 2.95%
$656.2 - $690.71 $5.14M - $5.41M
274K $185M
VO
Vanguard Mid Cap ETF

ETFs
23.7K
+ 245.42%
$286.27 - $296.23 $6.79M - $7.03M
33.4K $9.58M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
130K
+ 28.65%
$50.57 - $50.77 $6.6M - $6.62M
586K $29.6M
BIIB
Biogen Inc.

Healthcare
37.2K
+ 428.95%
$142.26 - $167.55 $5.29M - $6.24M
45.9K $7.69M
IBM
International Business Machines Corp

Technology
19.6K
+ 52.99%
$275.97 - $314.98 $5.42M - $6.18M
56.7K $16.8M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
255K
+ 1648.97%
$24.85 - $25.28 $6.34M - $6.45M
270K $6.77M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.73K
+ 8.79%
$653.02 - $687.39 $5.7M - $6M
108K $72M
TLT
Ishares Barclays 20+ Year Trea

ETFs
63.4K
+ 43.68%
$88.67 - $92.06 $5.63M - $5.84M
209K $18.5M
VLO
Valero Energy Corp

Energy
30.1K
+ 556.23%
$156.39 - $181.76 $4.71M - $5.47M
35.5K $6.46M
XLY
Select Sector Spdr Consumer Di

ETFs
24.6K
+ 99.15%
$228.75 - $242.18 $5.63M - $5.96M
49.4K $11.4M
VTI
Vanguard Total Stock Market Et

ETFs
16.1K
+ 29.87%
$321.8 - $337.95 $5.17M - $5.43M
69.9K $23M
AMD
Advanced Micro Devices Inc

Technology
7.21K
+ 16.03%
$164.01 - $264.33 $1.18M - $1.91M
52.2K $12.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
62.7K
+ 18.83%
$82.69 - $83.12 $5.19M - $5.21M
396K $32.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
183K
+ 138.11%
$25.85 - $27.19 $4.72M - $4.97M
315K $8.36M
MDT
Medtronic PLC

Healthcare
48.8K
+ 31.16%
$90.06 - $98.43 $4.4M - $4.81M
206K $19.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.45K
+ 11.63%
$475.68 - $513.11 $3.54M - $3.82M
71.5K $36.4M
AVUV
American Centy ETF Tr Avantis

ETFs
43.9K
+ 57.63%
$95.19 - $100.66 $4.18M - $4.42M
120K $11.7M
VUG
Vanguard Growth ETF

ETFs
8.12K
+ 17.59%
$470.44 - $504.26 $3.82M - $4.09M
54.3K $26.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
59.9K
+ 9.53%
$54.27 - $56.85 $3.25M - $3.4M
689K $38.7M
UNP
Union Pacific Corp

Industrials
18K
+ 132.32%
$216.37 - $237.41 $3.9M - $4.28M
31.6K $6.99M
HYG
Ishares Tr

ETFs
45.6K
+ 281.18%
$79.95 - $81.28 $3.64M - $3.7M
61.8K $4.95M
XLV
Select Sector Spdr Fund Health

ETFs
16.2K
+ 18.74%
$141.95 - $152.82 $2.31M - $2.48M
103K $15.6M
AMGN
Amgen Inc

Healthcare
4.58K
+ 14.13%
$290.13 - $341.71 $1.33M - $1.57M
37K $12.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
132K
+ 710.39%
$25.2 - $26.46 $3.34M - $3.5M
151K $3.9M
Activity Summary
Buys All Purchases 497 New Holdings 180 Increased Positions 317 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 0 Puts 4
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