Dakota Wealth Management

Q1 2025 13F Holdings

  • Location
    palm beach gardens, FL
  • Num holdings

    749

  • Value ($000)

    $4,275,480

  • Date Filed
    05/02/2025
  • Form type
    13F-HR
  • CIK
    0001631353
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KLAC
KLAC

KLA CORP

COM NEW
482480100
$596.88M
14 %

878,017

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$169.41M
4 %

1,846,887

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$153.16M
4 %

272,580

AAPL
AAPL

APPLE INC

COM
037833100
$148.39M
4 %

668,030

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$82.61M
2 %

220,064

AMZN
AMZN

AMAZON COM INC

COM
023135106
$78.58M
2 %

413,035

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$71.35M
2 %

411,880

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$62.91M
2 %

256,455

META
META

META PLATFORMS INC

CL A
30303M102
$57.58M
1 %

99,897

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$53.08M
1 %

56,120

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