Dakota Wealth Management

Q4 2024 13F Holdings

  • Location
    palm beach gardens, FL
  • Num holdings

    748

  • Value ($000)

    $4,348,331

  • Date Filed
    01/17/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KLAC
KLAC

KLA CORP

COM NEW
482480100
$564.70M
13 %

896,177

AAPL
AAPL

APPLE INC

COM
037833100
$167.77M
4 %

669,967

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$160.29M
4 %

272,295

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$124.36M
3 %

1,360,180

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$113.33M
3 %

268,885

AMZN
AMZN

AMAZON COM INC

COM
023135106
$89.63M
2 %

408,543

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$70.23M
2 %

400,794

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$63.99M
2 %

476,482

META
META

META PLATFORMS INC

CL A
30303M102
$59.03M
1 %

100,814

AVGO
AVGO

BROADCOM INC

COM
11135F101
$56.88M
1 %

245,353

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