
Entity | Amount | Change
09/30/2024 to 12/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
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896,177 | -1,778 | $564,699 |
KLAC | 896,177 | -1,378 | $564,699 |
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669,967 | -17,262 | $167,773 |
AAPL | 669,967 | -16,262 | $167,773 |
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272,295 | +624 | $160,295 |
IVV | 272,295 | +624 | $160,295 |
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1,360,180 | +418,960 | $124,361 |
BIL | 1,360,180 | +418,960 | $124,361 |
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$112,913 | ||
MSFT | 268,885 | -1,917 | $113,335 |
Put | 1,000 | +400 | $422 |
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408,543 | -10,518 | $89,630 |
AMZN | 408,543 | -10,518 | $89,630 |
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400,794 | +42,910 | $70,231 |
RSP | 400,794 | +42,910 | $70,231 |
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$63,638 | ||
NVDA | 476,482 | -27,003 | $63,987 |
Put | 2,600 | -7,200 | $349 |
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100,814 | +366 | $59,027 |
META | 100,814 | +366 | $59,027 |
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245,353 | -15,943 | $56,883 |
AVGO | 245,353 | -15,943 | $56,883 |
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56,011 | -12 | $51,321 |
COST | 56,011 | -12 | $51,321 |
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245,325 | +3,515 | $46,440 |
GOOGL | 245,325 | +3,515 | $46,440 |
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191,307 | +1,533 | $45,858 |
JPM | 191,307 | +1,533 | $45,858 |
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56,149 | -1,833 | $43,347 |
LLY | 56,149 | -1,833 | $43,347 |
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73,670 | +7,852 | $43,178 |
SPY | 73,670 | +7,852 | $43,178 |
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194,556 | +7,320 | $42,989 |
IWM | 194,556 | +7,320 | $42,989 |
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465,545 | +13,945 | $41,154 |
IWR | 465,545 | +13,945 | $41,154 |
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790,129 | -9,000 | $38,187 |
XLF | 790,129 | -9,000 | $38,187 |
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42,154 | -1,203 | $37,573 |
NFLX | 42,154 | -1,203 | $37,573 |
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118,694 | +4,100 | $37,512 |
V | 118,694 | +4,100 | $37,512 |
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1,162,173 | -13,591 | $36,539 |
PFF | 1,162,173 | -13,591 | $36,539 |
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809,277 | +100,261 | $36,353 |
SPSM | 809,277 | +100,261 | $36,353 |
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176,973 | -3,151 | $33,703 |
GOOG | 176,973 | -3,151 | $33,703 |
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$33,520 | ||
BRK.B | 72,448 | -2,012 | $32,839 |
BRK.A | 1 | UNCH | $681 |
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534,676 | +6,102 | $31,508 |
VXUS | 534,676 | +6,102 | $31,508 |
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135,260 | -1,930 | $31,451 |
XLK | 135,260 | -1,930 | $31,451 |
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182,270 | -21,586 | $30,858 |
VTV | 182,270 | -21,586 | $30,858 |
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288,414 | +3,271 | $30,730 |
TIP | 288,414 | +3,271 | $30,730 |
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126,270 | +3,774 | $30,256 |
PGR | 126,270 | +3,774 | $30,256 |
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578,492 | +147,568 | $29,798 |
IGIB | 578,492 | +147,568 | $29,798 |
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76,391 | +9,403 | $29,715 |
HD | 76,391 | +9,403 | $29,715 |
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100,780 | +8,625 | $29,110 |
OEF | 100,780 | +8,625 | $29,110 |
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290,612 | -16,336 | $28,160 |
AGG | 290,612 | -16,336 | $28,160 |
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$27,771 | ||
QQQ | 62,722 | +4,736 | $32,065 |
Put | 8,400 | +7,700 | $4,294 |
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333,464 | +68,631 | $27,337 |
SHY | 333,464 | +68,631 | $27,337 |
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90,613 | +4,016 | $25,721 |
AJG | 90,613 | +4,016 | $25,721 |
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489,827 | +34,855 | $25,050 |
SPYV | 489,827 | +34,855 | $25,050 |
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232,080 | -21,078 | $24,965 |
XOM | 232,080 | -21,078 | $24,965 |
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468,304 | +57,619 | $24,211 |
IGSB | 468,304 | +57,619 | $24,211 |
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58,176 | -5,613 | $23,878 |
VUG | 58,176 | -5,613 | $23,878 |
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133,839 | +6,200 | $22,303 |
ORCL | 133,839 | +6,200 | $22,303 |
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815,641 | +537,045 | $22,283 |
SCHD | 815,641 | +537,045 | $22,283 |
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77,100 | +5,420 | $19,564 |
VOT | 77,100 | +5,420 | $19,564 |
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188,857 | +13,283 | $19,007 |
PNR | 188,857 | +13,283 | $19,007 |
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214,245 | +9,749 | $18,832 |
SPYG | 214,245 | +9,749 | $18,832 |
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55,745 | +48,456 | $18,638 |
CRM | 55,745 | +48,456 | $18,638 |
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18,068 | +1,053 | $18,522 |
BLK | 18,068 | +1,053 | $18,522 |
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201,003 | +29,957 | $18,428 |
MBB | 201,003 | +29,957 | $18,428 |
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157,666 | +55,707 | $17,834 |
ABT | 157,666 | +55,707 | $17,834 |
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103,910 | -970 | $17,420 |
PG | 103,910 | -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
![]() 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 |