Dakota Wealth Management New Holdings in Q4 2025

Dakota Wealth Management

  • $5.42 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
207K
New
$46.2 - $46.85 $9.56M - $9.69M
207K $9.57M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
161K
New
$52.21 - $52.72 $8.4M - $8.49M
161K $8.44M
FDX
Fedex Corp

Industrials
25.7K
New
$224.63 - $268.67 $5.77M - $6.9M
25.7K $6.8M
KORP
American Centy ETF Tr Diversif

ETFs
135K
New
$47.27 - $48.16 $6.38M - $6.5M
135K $6.38M
MGMT
Unified Ser Tr Ballast Small/M

ETFs
149K
New
$42.3 - $44.24 $6.29M - $6.58M
149K $6.29M
CORP
Pimco Investment Grade Corp Bd

ETFs
59.9K
New
$97.88 - $99.61 $5.86M - $5.96M
59.9K $5.86M
FPE
First Tr Pfd Secs & Income ETF

ETFs
317K
New
$18.14 - $18.51 $5.75M - $5.87M
317K $5.8M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
53.2K
New
$93.79 - $100.35 $4.99M - $5.34M
53.2K $5.01M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
95.1K
New
$51.77 - $52.69 $4.92M - $5.01M
95.1K $4.92M
CLOI
Vaneck ETF Tr

ETFs
90.6K
New
$52.83 - $53.07 $4.79M - $4.81M
90.6K $4.79M
QDPL
Pacer Fds Tr Metaurus Us Large
67.3K
New
$41.18 - $43.1 $2.77M - $2.9M
67.3K $2.83M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
36.4K
New
$72.75 - $76.17 $2.65M - $2.78M
36.4K $2.73M
SNA
Snap On Inc

Industrials
8.08K
New
$327.33 - $349.13 $2.65M - $2.82M
8.08K $2.67M
AEE
Ameren Corp

Utilities
23.1K
New
$101.28 - $105.72 $2.34M - $2.45M
23.1K $2.43M
MINO
Pimco ETF Tr Municipal Income

ETFs
52.1K
New
$45.17 - $45.79 $2.35M - $2.38M
52.1K $2.37M
EXPD
Expeditors International Of Washington Inc

Industrials
16.2K
New
$113.13 - $140.68 $1.84M - $2.28M
16.2K $2.25M
NUE
Nucor Corp

Basic Materials
14K
New
$131.78 - $154.43 $1.84M - $2.16M
14K $2.07M
DFSV
Dimensional ETF Tr Dimensional

ETFs
65.6K
New
$30.55 - $32.35 $2M - $2.12M
65.6K $2.06M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
26K
New
$76.92 - $92.53 $2M - $2.41M
26K $2M
CDNS
Cadence Design Systems Inc

Technology
6.28K
New
$314.93 - $353.36 $1.98M - $2.22M
6.28K $1.98M
SPGI
S&P Global Inc.

Financial Services
3.02K
New
$472.05 - $502.96 $1.43M - $1.52M
3.02K $1.48M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
18.6K
New
$78.65 - $79.19 $1.46M - $1.47M
18.6K $1.47M
STRL
Sterling Construction CO Inc

Industrials
4.25K
New
$326.6 - $411.07 $1.39M - $1.75M
4.25K $1.44M
CRUS
Cirrus Logic, Inc.

Technology
11.6K
New
$115.68 - $135.01 $1.35M - $1.57M
11.6K $1.39M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
28.9K
New
$44.68 - $47.47 $1.29M - $1.37M
28.9K $1.36M
NDSN
Nordson Corp

Industrials
5.66K
New
$228.16 - $238.35 $1.29M - $1.35M
5.66K $1.3M
PSA
Public Storage

Real Estate
4.63K
New
$272.78 - $311.8 $1.26M - $1.44M
4.63K $1.27M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
54K
New
$23.04 - $23.36 $1.24M - $1.26M
54K $1.25M
CW
Curtiss Wright Corp

Industrials
2.21K
New
$536.42 - $601.78 $1.19M - $1.33M
2.21K $1.22M
NTRA
Natera, Inc.

Healthcare
5.92K
New
$160.21 - $209.5 $949K - $1.24M
5.92K $1.21M
EOG
Eog Resources Inc

Energy
10.7K
New
$105.0 - $111.92 $1.12M - $1.2M
10.7K $1.18M
ROST
Ross Stores, Inc.

Consumer Cyclical
7.18K
New
$147.71 - $162.85 $1.06M - $1.17M
7.18K $1.15M
VTHR
Vanguard Russell 3000 ETF

ETFs
3.89K
New
$288.43 - $303.12 $1.12M - $1.18M
3.89K $1.15M
DELL
Dell Technologies Inc.

Technology
8.29K
New
$133.76 - $164.88 $1.11M - $1.37M
8.29K $1.11M
EME
Emcor Group, Inc.

Industrials
1.78K
New
$618.96 - $777.0 $1.1M - $1.39M
1.78K $1.11M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
30.8K
New
$34.39 - $36.1 $1.06M - $1.11M
30.8K $1.1M
KD
Kyndryl Holdings, Inc.

Technology
41.6K
New
$25.59 - $30.63 $1.06M - $1.27M
41.6K $1.07M
MNST
Monster Beverage Corp

Consumer Defensive
14.7K
New
$66.31 - $71.91 $975K - $1.06M
14.7K $1.05M
ARW
Arrow Electronics Inc

Technology
9.36K
New
$108.16 - $125.34 $1.01M - $1.17M
9.36K $1.01M
SLM
Slm Corp

Financial Services
36.5K
New
$25.19 - $28.45 $919K - $1.04M
36.5K $1.01M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
49.7K
New
$19.91 - $20.54 $990K - $1.02M
49.7K $1M
MUSA
Murphy Usa Inc.

Consumer Cyclical
2.81K
New
$356.57 - $396.45 $1M - $1.11M
2.81K $1M
VRSN
Verisign Inc

Technology
3.94K
New
$232.82 - $275.44 $916K - $1.08M
3.94K $995K
FIVE
Five Below, Inc

Consumer Cyclical
6.73K
New
$138.49 - $161.57 $932K - $1.09M
6.73K $989K
NETZ
Engine No 1 ETF Tr Transform C

ETFs
12.9K
New
N/A
12.9K $960K
IESC
Ies Holdings, Inc.

Industrials
2.62K
New
$358.36 - $436.98 $938K - $1.14M
2.62K $954K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
15.4K
New
$58.76 - $62.27 $903K - $957K
15.4K $935K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
35.5K
New
$24.18 - $24.45 $859K - $869K
35.5K $864K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
79.9K
New
$10.51 - $10.73 $840K - $858K
79.9K $842K
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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