Dakota Wealth Management's Top 5 Buys of the 4th Quarter

Dakota Wealth Management recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

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As of the latest 13F report, the guru’s equity portfolio contained 599 stocks valued at a total of $1.41Bil. The top holdings were BIL(4.55%), MSFT(3.43%), and AAPL(3.25%).

According to GuruFocus data, these were Dakota Wealth Management’s top five trades of the quarter.

SPDR Bloomberg 3-12 Month T-Bill ETF


The guru established a new position worth 201,534 shares in ARCA:BILS, giving the stock a 1.42% weight in the equity portfolio. Shares traded for an average price of $98.37 during the quarter.

On 02/08/2023, SPDR Bloomberg 3-12 Month T-Bill ETF traded for a price of $99.235 per share and a market cap of $863.35Mil. The stock has returned 1.39% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

SPDR Bloomberg 1-3 Month T-Bill ETF


During the quarter, Dakota Wealth Management bought 164,098 shares of ARCA:BIL for a total holding of 701,394. The trade had a 1.06% impact on the equity portfolio. During the quarter, the stock traded for an average price of $90.7.

On 02/08/2023, SPDR Bloomberg 1-3 Month T-Bill ETF traded for a price of $91.485 per share and a market cap of $24.17Bil. The stock has returned 1.81% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

SPDR Portfolio Short Term Treasury ETF


The guru established a new position worth 514,596 shares in ARCA:SPTS, giving the stock a 1.05% weight in the equity portfolio. Shares traded for an average price of $28.7 during the quarter.

On 02/08/2023, SPDR Portfolio Short Term Treasury ETF traded for a price of $28.925 per share and a market cap of $3.98Bil. The stock has returned -2.53% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Berkshire Hathaway Inc


The guru established a new position worth 45,690 shares in NYSE:BRK.B, giving the stock a 1% weight in the equity portfolio. Shares traded for an average price of $296.98 during the quarter.

On 02/08/2023, Berkshire Hathaway Inc traded for a price of $311.36 per share and a market cap of $687.15Bil. The stock has returned -2.92% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Berkshire Hathaway Inc has a price-book ratio of 1.52, a EV-to-Ebitda ratio of 69.54 and a price-sales ratio of 2.74.

The price-to-GF Value ratio is 1.15, earning the stock a GF Value rank of 3.

INVESCO QQQ Trust


During the quarter, Dakota Wealth Management bought 39,571 shares of NAS:QQQ for a total holding of 48,557. The trade had a 0.75% impact on the equity portfolio. During the quarter, the stock traded for an average price of $275.95.

On 02/08/2023, INVESCO QQQ Trust traded for a price of $306.82 per share and a market cap of $162.02Bil. The stock has returned -13.68% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, INVESCO QQQ Trust has a price-earnings ratio of 25.65 and a price-book ratio of 5.94.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.

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