HoldingsChannel.com
Dakota Wealth Management Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ESSEX PPTY TR INC 82,000 UNCH $23,718
     ESS82,000UNCH$23,718
SPDR S&P MIDCAP 400 ETF TR (MDY) 55,125 +462 $19,040
     MDY55,125+462$19,040
ISHARES TR (IWF) 93,804 -4,493 $14,199
     IWF93,804-4,493$14,199
ISHARES TR (EFA) 207,914 -26,696 $13,486
     EFA207,914-26,696$13,486
APPLE INC 57,802 +11,683 $10,983
     AAPL57,802+11,683$10,983
MICROSOFT CORP 87,306 +19,386 $10,300
     MSFT87,306+19,386$10,300
ISHARES TR (EEM) 230,796 +41,123 $9,905
     EEM230,796+41,123$9,905
ISHARES TR (IWM) 62,476 +2,933 $9,564
     IWM62,476+2,933$9,564
INVESCO EXCHNG TRADED FD TR (BKLN) 411,801 -93,392 $9,323
     BKLN411,801-93,392$9,323
VANGUARD SCOTTSDALE FDS (VCSH) 110,093 +10,604 $8,781
     VCSH110,093+10,604$8,781
AMAZON COM INC 4,691 +684 $8,352
     AMZN4,691+684$8,352
VISA INC 52,162 +13,231 $8,153
     V52,162+13,231$8,153
VERIZON COMMUNICATIONS INC 137,773 +35,897 $8,146
     VZ137,773+35,897$8,146
DISNEY WALT CO 68,975 +15,557 $7,659
     DIS68,975+15,557$7,659
SPDR SER TR (SJNK) 263,785 -9,276 $7,188
     SJNK263,785-9,276$7,188
ISHARES TR (ICF) 54,728 +11,188 $6,086
     ICF54,728+11,188$6,086
SPDR S&P 500 ETF TR (SPY) 21,482 -2,421 $6,069
     SPY21,482-2,421$6,069
VANGUARD WHITEHALL FDS INC (VYM) 70,819 +6,419 $6,066
     VYM70,819+6,419$6,066
SPDR INDEX SHS FDS (RWO) 117,078 -11,289 $5,857
     RWO117,078-11,289$5,857
ISHARES TR (IWB) 35,796 -1,371 $5,631
     IWB35,796-1,371$5,631
VANGUARD INTL EQUITY INDEX F (VEU) 111,829 +6,710 $5,616
     VEU111,829+6,710$5,616
ISHARES TR (PFF) 151,775 -87,761 $5,548
     PFF151,775-87,761$5,548
DEERE & CO 34,357 +24,664 $5,492
     DE34,357+24,664$5,492
JP MORGAN EXCHANGE TRADED FD (JPST) 108,524 +26,220 $5,456
     JPST108,524+26,220$5,456
EATON VANCE MUN BD FD 404,903 +64,889 $5,022
     EIM404,903+64,889$5,022
LILLY ELI & CO 36,965 +29,188 $4,798
     LLY36,965+29,188$4,798
JOHNSON & JOHNSON 33,394 -785 $4,668
     JNJ33,394-785$4,668
WALMART INC 45,405 +15,967 $4,429
     WMT45,405+15,967$4,429
SALESFORCE COM INC 27,738 +7,501 $4,397
     CRM27,738+7,501$4,397
NUVEEN AMT FREE QLTY MUN INC 323,755 -16,523 $4,324
     NEA323,755-16,523$4,324
JPMORGAN CHASE & CO 40,806 -4,750 $4,128
     JPM40,806-4,750$4,128
ISHARES TR (IWO) 20,927 -2,592 $4,116
     IWO20,927-2,592$4,116
WHIRLPOOL CORP 30,122 +17,831 $4,004
     WHR30,122+17,831$4,004
EXXON MOBIL CORP 49,397 +32,893 $3,990
     XOM49,397+32,893$3,990
VANGUARD INDEX FDS (VOO) 14,118 -1,957 $3,667
     VOO14,118-1,957$3,667
THERMO FISHER SCIENTIFIC INC 13,275 +13,275 $3,632
     TMO13,275+13,275$3,632
PAYCHEX INC 41,137 +41,137 $3,300
     PAYX41,137+41,137$3,300
SELECT SECTOR SPDR TR (XLK) 43,791 -7,333 $3,240
     XLK43,791-7,333$3,240
PAYPAL HLDGS INC 31,106 +26,061 $3,229
     PYPL31,106+26,061$3,229
HOME DEPOT INC 16,793 -886 $3,224
     HD16,793-886$3,224
ISHARES TR (LQD) 26,006 -2,330 $3,096
     LQD26,006-2,330$3,096
VANGUARD INDEX FDS (VTI) 21,283 -98 $3,079
     VTI21,283-98$3,079
NUVEEN QUALITY MUNCP INCOME 226,286 -27,222 $3,066
     NAD226,286-27,222$3,066
MASTERCARD INC 12,599 +3,219 $2,968
     MA12,599+3,219$2,968
VANGUARD INDEX FDS (VUG) 18,918 +3,613 $2,965
     VUG18,918+3,613$2,965
PFIZER INC 69,117 -12,550 $2,935
     PFE69,117-12,550$2,935
NUVEEN NEW YORK AMT QLT MUNI 227,898 -2,482 $2,900
     NRK227,898-2,482$2,900
VANGUARD INDEX FDS (VB) 18,674 +3,606 $2,856
     VB18,674+3,606$2,856
MEDICAL PPTYS TRUST INC 153,772 +153,772 $2,846
     MPW153,772+153,772$2,846
AUTOMATIC DATA PROCESSING IN 17,112 -1,186 $2,734
     ADP17,112-1,186$2,734

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 03/31/2019: $502,736
At 12/31/2018: $441,669

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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