HoldingsChannel.com
Dakota Wealth Management Top Holdings
As of  12/31/2024, below is a summary of the Dakota Wealth Management top holdings by largest position size, as per the latest 13f filing made by Dakota Wealth Management. In the Dakota Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Dakota Wealth Management in that top holding, then the share count change between reporting periods, and finally the Dakota Wealth Management top holding position size for that row.

   EntityAmountChange
 09/30/2024 to 12/31/2024
Position Size
($ in 1000's)
KLA CORP 896,177 -1,778 $564,699
     KLAC896,177-1,378$564,699
APPLE INC 669,967 -17,262 $167,773
     AAPL669,967-16,262$167,773
ISHARES TR (IVV) 272,295 +624 $160,295
     IVV272,295+624$160,295
SPDR SER TR (BIL) 1,360,180 +418,960 $124,361
     BIL1,360,180+418,960$124,361
MICROSOFT CORP      $112,913
     MSFT268,885-1,917$113,335
     Put1,000+400$422
AMAZON COM INC 408,543 -10,518 $89,630
     AMZN408,543-10,518$89,630
INVESCO EXCHANGE TRADED FD T (RSP) 400,794 +42,910 $70,231
     RSP400,794+42,910$70,231
NVIDIA CORPORATION      $63,638
     NVDA476,482-27,003$63,987
     Put2,600-7,200$349
META PLATFORMS INC 100,814 +366 $59,027
     META100,814+366$59,027
BROADCOM INC 245,353 -15,943 $56,883
     AVGO245,353-15,943$56,883
COSTCO WHSL CORP NEW 56,011 -12 $51,321
     COST56,011-12$51,321
ALPHABET INC 245,325 +3,515 $46,440
     GOOGL245,325+3,515$46,440
JPMORGAN CHASE & CO. 191,307 +1,533 $45,858
     JPM191,307+1,533$45,858
ELI LILLY & CO 56,149 -1,833 $43,347
     LLY56,149-1,833$43,347
SPDR S&P 500 ETF TR (SPY) 73,670 +7,852 $43,178
     SPY73,670+7,852$43,178
ISHARES TR (IWM) 194,556 +7,320 $42,989
     IWM194,556+7,320$42,989
ISHARES TR (IWR) 465,545 +13,945 $41,154
     IWR465,545+13,945$41,154
SELECT SECTOR SPDR TR (XLF) 790,129 -9,000 $38,187
     XLF790,129-9,000$38,187
NETFLIX INC 42,154 -1,203 $37,573
     NFLX42,154-1,203$37,573
VISA INC 118,694 +4,100 $37,512
     V118,694+4,100$37,512
ISHARES TR (PFF) 1,162,173 -13,591 $36,539
     PFF1,162,173-13,591$36,539
SPDR SER TR (SPSM) 809,277 +100,261 $36,353
     SPSM809,277+100,261$36,353
ALPHABET INC 176,973 -3,151 $33,703
     GOOG176,973-3,151$33,703
BERKSHIRE HATHAWAY INC DEL      $33,520
     BRK.B72,448-2,012$32,839
     BRK.A1UNCH$681
VANGUARD STAR FDS (VXUS) 534,676 +6,102 $31,508
     VXUS534,676+6,102$31,508
SELECT SECTOR SPDR TR (XLK) 135,260 -1,930 $31,451
     XLK135,260-1,930$31,451
VANGUARD INDEX FDS (VTV) 182,270 -21,586 $30,858
     VTV182,270-21,586$30,858
ISHARES TR (TIP) 288,414 +3,271 $30,730
     TIP288,414+3,271$30,730
PROGRESSIVE CORP 126,270 +3,774 $30,256
     PGR126,270+3,774$30,256
ISHARES TR (IGIB) 578,492 +147,568 $29,798
     IGIB578,492+147,568$29,798
HOME DEPOT INC 76,391 +9,403 $29,715
     HD76,391+9,403$29,715
ISHARES TR (OEF) 100,780 +8,625 $29,110
     OEF100,780+8,625$29,110
ISHARES TR (AGG) 290,612 -16,336 $28,160
     AGG290,612-16,336$28,160
INVESCO QQQ TR      $27,771
     QQQ62,722+4,736$32,065
     Put8,400+7,700$4,294
ISHARES TR (SHY) 333,464 +68,631 $27,337
     SHY333,464+68,631$27,337
GALLAGHER ARTHUR J & CO 90,613 +4,016 $25,721
     AJG90,613+4,016$25,721
SPDR SER TR (SPYV) 489,827 +34,855 $25,050
     SPYV489,827+34,855$25,050
EXXON MOBIL CORP 232,080 -21,078 $24,965
     XOM232,080-21,078$24,965
ISHARES TR (IGSB) 468,304 +57,619 $24,211
     IGSB468,304+57,619$24,211
VANGUARD INDEX FDS (VUG) 58,176 -5,613 $23,878
     VUG58,176-5,613$23,878
ORACLE CORP 133,839 +6,200 $22,303
     ORCL133,839+6,200$22,303
SCHWAB STRATEGIC TR 815,641 +537,045 $22,283
     SCHD815,641+537,045$22,283
VANGUARD INDEX FDS (VOT) 77,100 +5,420 $19,564
     VOT77,100+5,420$19,564
PENTAIR PLC 188,857 +13,283 $19,007
     PNR188,857+13,283$19,007
SPDR SER TR (SPYG) 214,245 +9,749 $18,832
     SPYG214,245+9,749$18,832
SALESFORCE INC 55,745 +48,456 $18,638
     CRM55,745+48,456$18,638
BLACKROCK INC 18,068 +1,053 $18,522
     BLK18,068+1,053$18,522
ISHARES TR (MBB) 201,003 +29,957 $18,428
     MBB201,003+29,957$18,428
ABBOTT LABS 157,666 +55,707 $17,834
     ABT157,666+55,707$17,834
PROCTER AND GAMBLE CO 103,910 -970 $17,420
     PG103,910-970$17,420

See Full List: All Stocks Held By Dakota Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Dakota Wealth Management

Size ($ in 1000's)
At 12/31/2024: $4,348,201
At 09/30/2024: $4,425,450

Dakota Wealth Management AUM history

Dakota Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Dakota Wealth Management 13F filings. Link to 13F filings: SEC filings

Dakota Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2025, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.