Dakota Wealth Management Portfolio Holdings
Dakota Wealth Management
- $4.24 Billion
- Q4 2024
Dakota Wealth Management has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.24 Billion distributed in 748 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Kla Corp with a value of $565M, Apple Inc. with a value of $168M, Ishares Core S&P 500 ETF with a value of $160M, Spdr Bloomberg 1 3 Month T Bil with a value of $124M, and Microsoft Corp with a value of $113M.
Examining the 13F form we can see an decrease of $110M in the current position value, from $4.35B to 4.24B.
Below you can find more details about Dakota Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$4.24 Billion
ETFs: $1.53 Billion
Technology: $1.17 Billion
Financial Services: $363 Million
Consumer Cyclical: $237 Million
Healthcare: $223 Million
Communication Services: $215 Million
Industrials: $212 Million
Consumer Defensive: $134 Million
Other: $160 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 748
- Current Value $4.24 Billion
- Prior Value $4.35 Billion
- Filing
- Period Q4 2024
- Filing Date January 17, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 77 stocks
- Additional Purchases 254 stocks
- Sold out of 0 stocks
- Reduced holdings in 334 stocks