DW

Dakota Wealth Management

13F
Dakota Wealth Management
Last update 2025-05-02 747 Stocks (68 new)
Value $4.27 Bil Turnover 8 %
Countries:
Top Holdings: KLAC(13.96%)BIL(3.96%)IVV(3.58%)AAPL(3.47%)MSFT(1.93%)
Summary Stock Picks Current Portfolio
Dakota Wealth Management Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
KLAC 		KLA Corp
878,017
596,876.0
-2.03%
13.960
-0.26%
0.660
+9.95%
+23.97%
102,817.7
Semiconductors
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
1,846,887
169,414.9
+35.78%
3.960
+1.04%
0.360
+0.99%
+1.67%
45,010.4
 
IVV 		iShares Core S&P 500 ETF
272,580
153,162.7
+0.10%
3.580
0%
0.030
-0.80%
+0.61%
580,908.4
 
AAPL 		Apple Inc
668,030
148,389.5
-0.29%
3.470
-0.01%
0.000
-17.02%
-19.77%
2,993,438.2
Hardware
MSFT 		Microsoft Corp
220,064
82,609.8
-18.16%
1.930
-0.47%
0.000
+15.42%
+8.92%
3,399,348.3
Software
AMZN 		Amazon.com Inc
413,035
78,583.9
+1.10%
1.840
+0.02%
0.000
-3.56%
-6.69%
2,173,379.7
Retail - Cyclical
RSP 		Invesco S&P 500 Equal Weight ETF
411,880
71,350.0
+2.77%
1.670
+0.04%
0.100
-1.81%
+0.96%
71,841.8
 
JPM 		JPMorgan Chase & Co
256,455
62,908.3
+34.05%
1.470
+0.37%
0.010
+0.17%
+11.17%
732,263.6
Banks
META 		Meta Platforms Inc
99,897
57,576.4
-0.91%
1.350
-0.01%
0.000
-3.57%
+10.05%
1,618,703.8
Interactive Media
COST 		Costco Wholesale Corp
56,120
53,077.1
+0.19%
1.240
0%
0.010
-3.26%
+10.84%
449,513.4
Retail - Defensive

Dakota Wealth Management's Historical Top Holdings Breakdowns

Dakota Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31Add
+1.04%
●
91.45 ($91.59) 91.75
$91.70
0.12%
Add 35.78%
1,846,887
486,707
SPDW 		SPDR Portfolio Developed World ex-US ETF2025-03-31Add
+0.50%
●
33.84 ($36.14) 37.77
$39.63
9.66%
Add 259.19%
805,763
581,435
MSFT 		Microsoft Corp2025-03-31Reduce
-0.47%
●
375.39 ($407.71) 447.2
$457.36
12.18%
Reduce -18.16%
220,064
-48,821
BSX 		Boston Scientific Corp2025-03-31Add
+0.39%
●
89.38 ($100.7) 106.18
$104.51
3.78%
Add 242.5%
232,965
164,946
JPM 		JPMorgan Chase & Co2025-03-31Add
+0.37%
●
225.19 ($254.94) 279.95
$263.49
3.35%
Add 34.05%
256,455
65,148
CRM 		Salesforce Inc2025-03-31Reduce
-0.37%
●
268.36 ($311.03) 359.95
$276.03
-11.25%
Reduce -87.01%
7,240
-48,505
RACE 		Ferrari NV2025-03-31Reduce
-0.35%
●
413.73 ($449.66) 508.15
$475.40
5.72%
Reduce -93.25%
2,635
-36,430
BLK 		BlackRock Inc2025-03-31Reduce
-0.34%
●
900.46 ($980.1) 1075.5
$971.28
-0.90%
Reduce -79.4%
3,722
-14,346
CTAS 		Cintas Corp2025-03-31Reduce
-0.33%
●
182.09 ($199.2) 208.14
$225.08
12.99%
Reduce -84.35%
14,491
-78,112
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.33%
●
106.98 ($126.74) 149.43
$134.81
6.37%
Reduce -22.34%
370,045
-106,437

Dakota Wealth Management Total Holding History ($B)

To

Dakota Wealth Management's Asset Allocation

To

Dakota Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Dakota Wealth Management's Hypothetical Growth since 2025-03-31

Dakota Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Dakota Wealth Management's Holdings Heat Map

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Dakota Wealth Management's Holdings Bubble Chart

Dakota Wealth Management News

  • 1

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