HoldingsChannel.com
Dakota Wealth Management Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IWF) 109,546 -4,858 $16,503
     IWF109,546-4,858$16,503
APPLE INC 58,128 -3,246 $14,781
     AAPL58,128-3,246$14,781
MICROSOFT CORP      $14,518
     MSFT95,155-3,746$15,007
     Put3,100+300$489
SPDR S&P MIDCAP 400 ETF TR (MDY) 53,374 -1,989 $14,031
     MDY53,374-1,989$14,031
ESSEX PPTY TR INC 55,000 -25,200 $12,113
     ESS55,000-25,200$12,113
AMAZON COM INC 5,587 +1,103 $10,893
     AMZN5,587+1,103$10,893
ISHARES TR (EFA) 195,258 -6,033 $10,439
     EFA195,258-6,033$10,439
VISA INC 56,324 -3,668 $9,075
     V56,324-3,668$9,075
VANGUARD SCOTTSDALE FDS (VCSH) 111,154 +357 $8,792
     VCSH111,154+357$8,792
INVESCO EXCHANGE TRADED FD T (BKLN) 403,318 +4,705 $8,252
     BKLN403,318+4,705$8,252
ISHARES TR (IWM) 65,740 -10,668 $7,525
     IWM65,740-10,668$7,525
HOME DEPOT INC 40,246 -673 $7,514
     HD40,246-673$7,514
THERMO FISHER SCIENTIFIC INC 26,319 -2 $7,464
     TMO26,319-2$7,464
DISNEY WALT CO 75,638 -4,955 $7,307
     DIS75,638-4,955$7,307
ABBVIE INC 92,269 +20,375 $7,030
     ABBV92,269+20,375$7,030
WALMART INC 61,716 -2,317 $7,012
     WMT61,716-2,317$7,012
ISHARES TR (EEM) 175,573 -15,595 $5,993
     EEM175,573-15,595$5,993
SPDR SER TR (SJNK) 243,848 -160 $5,745
     SJNK243,848-160$5,745
UNITEDHEALTH GROUP INC 22,243 +15,124 $5,547
     UNH22,243+15,124$5,547
ISHARES TR (ICF) 56,552 -1,096 $5,179
     ICF56,552-1,096$5,179
NUVEEN QUALITY MUNCP INCOME 373,246 +33,341 $5,128
     NAD373,246+33,341$5,128
NUVEEN AMT FREE QLTY MUN INC 369,274 +80,650 $5,000
     NEA369,274+80,650$5,000
ISHARES TR (IWB) 34,339 -286 $4,860
     IWB34,339-286$4,860
EATON VANCE MUN BD FD 375,252 +7,342 $4,683
     EIM375,252+7,342$4,683
ISHARES TR (QUAL) 57,610 +4,197 $4,669
     QUAL57,610+4,197$4,669
ISHARES TR (USMV) 84,362 +5,609 $4,556
     USMV84,362+5,609$4,556
ISHARES TR (AGG) 37,343 +1,382 $4,308
     AGG37,343+1,382$4,308
JPMORGAN CHASE & CO 47,360 +5,345 $4,264
     JPM47,360+5,345$4,264
VANGUARD INTL EQUITY INDEX F (VEU) 102,558 -14,410 $4,207
     VEU102,558-14,410$4,207
ISHARES TR (PFF) 131,249 -17,518 $4,179
     PFF131,249-17,518$4,179
VERIZON COMMUNICATIONS INC 76,545 -79,390 $4,113
     VZ76,545-79,390$4,113
ISHARES TR (EFAV) 63,997 +8,954 $3,971
     EFAV63,997+8,954$3,971
MERCK & CO. INC 50,735 -9,448 $3,904
     MRK50,735-9,448$3,904
VANGUARD INDEX FDS (VUG) 24,825 +3,528 $3,890
     VUG24,825+3,528$3,890
VANGUARD WHITEHALL FDS (VYM) 53,493 -2,146 $3,785
     VYM53,493-2,146$3,785
NUVEEN NEW YORK AMT QLT MUNI 302,309 +76,009 $3,778
     NRK302,309+76,009$3,778
ISHARES TR (TIP) 31,892 +1,985 $3,761
     TIP31,892+1,985$3,761
SPDR INDEX SHS FDS (RWO) 102,286 -5,912 $3,682
     RWO102,286-5,912$3,682
ZOETIS INC 30,906 +5,253 $3,637
     ZTS30,906+5,253$3,637
ISHARES TR (IGIB) 65,924 +2,872 $3,621
     IGIB65,924+2,872$3,621
ISHARES TR (LQD) 28,389 -728 $3,506
     LQD28,389-728$3,506
SELECT SECTOR SPDR TR (XLK) 41,585 -21,304 $3,342
     XLK41,585-21,304$3,342
MASTERCARD INC 13,804 -3,622 $3,335
     MA13,804-3,622$3,335
ISHARES TR (IGSB) 59,205 -5,763 $3,100
     IGSB59,205-5,763$3,100
ISHARES TR (SUB) 28,443 -7,414 $3,024
     SUB28,443-7,414$3,024
PROGRESSIVE CORP OHIO 39,748 +535 $2,935
     PGR39,748+535$2,935
BLACKROCK MUNIYIELD QLTY FD 224,890 +12,410 $2,874
     MYI224,890+12,410$2,874
INTERNATIONAL BUSINESS MACHS 24,662 +12,088 $2,736
     IBM24,662+12,088$2,736
ISHARES TR (IWO) 16,198 -3,450 $2,562
     IWO16,198-3,450$2,562
VANECK VECTORS ETF TR (HYD) 48,919 +4,752 $2,557
     HYD48,919+4,752$2,557

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 03/31/2020: $458,056
At 12/31/2019: $623,749

Combined Holding Report Includes:
Dakota Wealth Management
CRAWFORD INVESTMENT COUNSEL INC
POLEN CAPITAL MANAGEMENT LLC
Dakota Wealth Management
EATON VANCE MANAGEMENT
First Fiduciary Investment Counsel Inc.
Karpus Management Inc.

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

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