$635 Million is the total value of Dakota Wealth Management's 390 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 12.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | ISHARES TRrus 1000 grw etf | $27,979,000 | +9.2% | 129,002 | -3.4% | 4.41% | +0.5% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $17,429,000 | +0.4% | 51,440 | -3.9% | 2.75% | -7.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $11,160,000 | +18.5% | 25,276 | -2.8% | 1.76% | +9.1% |
| HD | Sell | HOME DEPOT INC | $10,892,000 | +5.3% | 39,221 | -5.0% | 1.72% | -3.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $9,688,000 | -0.2% | 64,679 | -4.6% | 1.53% | -8.1% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $9,394,000 | -2.8% | 113,390 | -3.0% | 1.48% | -10.5% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $8,396,000 | -3.4% | 386,208 | -5.1% | 1.32% | -11.0% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $7,332,000 | +5.7% | 166,318 | -4.1% | 1.16% | -2.7% |
| EFA | Sell | ISHARES TRmsci eafe etf | $7,182,000 | +0.8% | 112,833 | -3.6% | 1.13% | -7.1% |
| SPY | Sell | SPDR S&P 500 ETF TRput | $6,531,000 | -60.0% | 19,500 | -63.2% | 1.03% | -63.2% |
| IWB | Sell | ISHARES TRrus 1000 etf | $6,289,000 | +8.1% | 33,602 | -0.8% | 0.99% | -0.4% |
| ABBV | Sell | ABBVIE INC | $6,189,000 | -42.1% | 70,662 | -35.1% | 0.98% | -46.7% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $5,943,000 | -1.9% | 229,715 | -4.4% | 0.94% | -9.6% |
| NAD | Sell | NUVEEN QUALITY MUNCP INCOME | $5,477,000 | +0.7% | 377,205 | -2.8% | 0.86% | -7.3% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,303,000 | +6.8% | 23,297 | -5.2% | 0.84% | -1.5% |
| ICF | Sell | ISHARES TRcohen steer reit | $5,293,000 | -6.9% | 51,884 | -7.9% | 0.83% | -14.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $4,869,000 | -2.5% | 41,246 | -2.4% | 0.77% | -10.2% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $4,771,000 | +9.9% | 40,887 | -1.6% | 0.75% | +1.2% |
| PFF | Sell | ISHARES TRpfd and incm sec | $4,439,000 | -1.1% | 121,791 | -6.0% | 0.70% | -8.9% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $4,338,000 | +2.4% | 8,846 | -9.1% | 0.68% | -5.7% |
| MSCI | Sell | MSCI INC | $4,238,000 | +2.9% | 11,878 | -3.7% | 0.67% | -5.1% |
| IGIB | Sell | ISHARES TR | $4,207,000 | -5.1% | 69,176 | -5.8% | 0.66% | -12.5% |
| EIM | Sell | EATON VANCE MUN BD FD | $3,966,000 | -17.0% | 301,119 | -19.8% | 0.62% | -23.5% |
| NEA | Sell | NUVEEN AMT FREE QLTY MUN INC | $3,921,000 | -11.0% | 273,433 | -13.8% | 0.62% | -18.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $3,870,000 | -5.6% | 47,821 | -8.1% | 0.61% | -13.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,856,000 | -23.5% | 40,054 | -25.2% | 0.61% | -29.5% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,803,000 | +1.4% | 75,390 | -4.3% | 0.60% | -6.7% |
| TIP | Sell | ISHARES TRtips bd etf | $3,719,000 | -6.4% | 29,397 | -9.0% | 0.59% | -13.8% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $3,527,000 | -8.0% | 26,182 | -8.1% | 0.56% | -15.2% |
| IGSB | Sell | ISHARES TR | $3,168,000 | -4.1% | 57,703 | -4.4% | 0.50% | -11.7% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $3,161,000 | +0.6% | 14,271 | -6.1% | 0.50% | -7.4% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $3,117,000 | -6.2% | 28,837 | -6.4% | 0.49% | -13.6% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $2,993,000 | +3.2% | 121,563 | -1.8% | 0.47% | -4.8% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $2,937,000 | +8.4% | 19,924 | -3.7% | 0.46% | -0.2% |
| HYD | Sell | VANECK VECTORS ETF TRhigh yld mun etf | $2,856,000 | -5.9% | 47,766 | -6.7% | 0.45% | -13.3% |
| MYI | Sell | BLACKROCK MUNIYIELD QUALITY | $2,518,000 | -13.4% | 187,390 | -16.1% | 0.40% | -20.3% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,347,000 | +0.9% | 15,263 | -4.4% | 0.37% | -7.0% |
| VOO | Sell | VANGUARD INDEX FDS | $2,331,000 | -1.4% | 7,578 | -9.1% | 0.37% | -9.2% |
| TTWO | Sell | TAKE-TWO INTERACTIVE SOFTWAR | $2,047,000 | -8.5% | 12,390 | -22.7% | 0.32% | -15.7% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,041,000 | -5.3% | 11,981 | -13.0% | 0.32% | -12.7% |
| WSO | Sell | WATSCO INC | $1,871,000 | +13.9% | 8,032 | -13.2% | 0.30% | +5.0% |
| IWR | Sell | ISHARES TRrus mid cap etf | $1,864,000 | +2.4% | 32,485 | -4.3% | 0.29% | -5.5% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $1,839,000 | -3.5% | 18,040 | -3.8% | 0.29% | -11.0% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $1,755,000 | -50.5% | 44,423 | -51.1% | 0.28% | -54.4% |
| MHN | Sell | BLACKROCK MUNIHLDGS NY QLTY | $1,634,000 | -4.1% | 121,422 | -5.3% | 0.26% | -11.3% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,458,000 | -20.9% | 25,330 | -15.3% | 0.23% | -27.0% |
| TGT | Sell | TARGET CORP | $1,414,000 | +20.6% | 8,984 | -8.0% | 0.22% | +10.9% |
| AZO | Sell | AUTOZONE INC | $1,411,000 | -1.1% | 1,198 | -5.2% | 0.22% | -9.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,382,000 | -0.3% | 7,153 | -9.8% | 0.22% | -8.0% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $1,386,000 | -4.0% | 16,520 | -6.6% | 0.22% | -11.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,374,000 | -4.9% | 9,222 | -10.3% | 0.22% | -12.1% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $1,343,000 | -19.2% | 34,141 | -25.6% | 0.21% | -25.6% |
| AVGO | Sell | BROADCOM INC | $1,319,000 | -30.8% | 3,621 | -40.0% | 0.21% | -36.2% |
| WIA | Sell | WESTERN ASST INFLTN LKD INM | $1,174,000 | +2.6% | 96,425 | -0.7% | 0.18% | -5.6% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $1,139,000 | -2.1% | 9,644 | -6.7% | 0.18% | -10.1% |
| MCA | Sell | BLACKROCK MUNIYIELD CALIF QU | $1,105,000 | -2.7% | 76,951 | -6.0% | 0.17% | -10.3% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $921,000 | -5.1% | 8,808 | -9.6% | 0.14% | -12.7% |
| LOW | Sell | LOWES COS INC | $881,000 | +16.4% | 5,312 | -5.2% | 0.14% | +6.9% |
| SPY | Sell | SPDR S&P 500 ETF TRcall | $803,000 | -79.0% | 2,400 | -80.6% | 0.13% | -80.6% |
| NKE | Sell | NIKE INCcl b | $808,000 | +12.4% | 6,433 | -12.3% | 0.13% | +3.3% |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $776,000 | -45.8% | 44,030 | -42.2% | 0.12% | -50.2% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $750,000 | +15.4% | 16,207 | -2.9% | 0.12% | +6.3% |
| CVX | Sell | CHEVRON CORP NEW | $748,000 | -70.7% | 10,383 | -63.8% | 0.12% | -73.0% |
| BA | Sell | BOEING CO | $743,000 | -26.8% | 4,496 | -18.8% | 0.12% | -32.8% |
| CSCO | Sell | CISCO SYS INC | $740,000 | -21.4% | 18,769 | -7.0% | 0.12% | -27.3% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $738,000 | -15.7% | 11,890 | -15.5% | 0.12% | -22.7% |
| MUB | Sell | ISHARES TRnational mun etf | $714,000 | -20.0% | 6,156 | -20.3% | 0.11% | -26.1% |
| INTU | Sell | INTUIT | $716,000 | -21.6% | 2,195 | -28.8% | 0.11% | -27.6% |
| VPL | Sell | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $711,000 | +4.7% | 10,443 | -2.1% | 0.11% | -3.4% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $702,000 | +1.3% | 12,716 | -4.5% | 0.11% | -6.7% |
| NOW | Sell | SERVICENOW INC | $685,000 | +14.7% | 1,413 | -4.1% | 0.11% | +5.9% |
| MRK | Sell | MERCK & CO. INC | $681,000 | -76.5% | 8,214 | -78.1% | 0.11% | -78.5% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $670,000 | -1.8% | 31,803 | -1.3% | 0.11% | -9.4% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $661,000 | +5.3% | 14,377 | -1.0% | 0.10% | -2.8% |
| IYC | Sell | ISHARES TRu.s. cnsm sv etf | $642,000 | +12.0% | 2,568 | -1.8% | 0.10% | +3.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $620,000 | +5.1% | 2,743 | -0.2% | 0.10% | -3.0% |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $622,000 | -3.9% | 12,610 | -3.4% | 0.10% | -11.7% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $616,000 | -54.5% | 7,125 | -54.4% | 0.10% | -58.0% |
| BKT | Sell | BLACKROCK INCOME TR INC | $610,000 | -12.5% | 100,038 | -11.5% | 0.10% | -19.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $606,000 | -91.2% | 1,943 | -91.7% | 0.10% | -91.9% |
| NAN | Sell | NUVEEN NEW YORK QLT MUN INC | $598,000 | -5.2% | 43,750 | -6.4% | 0.09% | -13.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $590,000 | -2.6% | 7,477 | -3.1% | 0.09% | -10.6% |
| T | Sell | AT&T INC | $560,000 | -58.1% | 19,637 | -55.6% | 0.09% | -61.6% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $543,000 | -1.8% | 6,536 | -1.7% | 0.09% | -9.5% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $548,000 | -83.7% | 2,015 | -82.5% | 0.09% | -85.0% |
| IIM | Sell | INVESCO CALIF MUN INCOME TR | $519,000 | -3.7% | 35,304 | -5.4% | 0.08% | -10.9% |
| STOT | Sell | SSGA ACTIVE TRspdr dbleln shrt | $519,000 | -18.3% | 10,432 | -18.6% | 0.08% | -24.8% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $518,000 | -1.9% | 8,781 | -10.8% | 0.08% | -8.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $517,000 | -80.1% | 4,252 | -80.2% | 0.08% | -81.8% |
| INTC | Sell | INTEL CORP | $499,000 | -43.8% | 9,629 | -35.1% | 0.08% | -48.0% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $502,000 | -4.4% | 5,058 | -6.0% | 0.08% | -12.2% |
| LULU | Sell | LULULEMON ATHLETICA INC | $495,000 | -82.7% | 1,504 | -83.6% | 0.08% | -84.0% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $460,000 | +8.7% | 7,175 | -0.5% | 0.07% | 0.0% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $453,000 | -4.0% | 9,036 | -14.1% | 0.07% | -12.3% |
| VLO | Sell | VALERO ENERGY CORP | $444,000 | -78.9% | 10,260 | -71.3% | 0.07% | -80.6% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $430,000 | -9.7% | 2,488 | -17.3% | 0.07% | -16.0% |
| HON | Sell | HONEYWELL INTL INC | $434,000 | -13.5% | 2,640 | -24.0% | 0.07% | -20.9% |
| NIE | Sell | ALLIANZGI EQUITY & CONV INCO | $419,000 | -2.1% | 17,255 | -9.5% | 0.07% | -9.6% |
| BOE | Sell | BLACKROCK ENHANCED GLOBAL DI | $410,000 | +0.5% | 42,890 | -1.0% | 0.06% | -7.1% |
| XOM | Sell | EXXON MOBIL CORP | $401,000 | -29.8% | 11,670 | -8.7% | 0.06% | -35.7% |
| KHC | Sell | KRAFT HEINZ CO | $398,000 | -77.7% | 13,300 | -76.3% | 0.06% | -79.4% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $364,000 | +4.6% | 8,892 | -0.9% | 0.06% | -5.0% |
| RQI | Sell | COHEN & STEERS QUALITY INCOM | $358,000 | +0.6% | 32,250 | -0.9% | 0.06% | -8.2% |
| KKR | Sell | KKR & CO INC | $353,000 | +5.1% | 10,283 | -5.4% | 0.06% | -1.8% |
| CXH | Sell | MFS INVT GRADE MUN TRsh ben int | $351,000 | -6.4% | 37,347 | -6.2% | 0.06% | -14.1% |
| VGM | Sell | INVESCO TR INVT GRADE MUNS | $345,000 | -9.9% | 27,800 | -12.6% | 0.05% | -18.2% |
| SPSB | Sell | SPDR SER TRportfolio short | $337,000 | -26.6% | 10,749 | -26.6% | 0.05% | -32.9% |
| IEFA | Sell | ISHARES TRcore msci eafe | $329,000 | -13.6% | 5,462 | -18.0% | 0.05% | -20.0% |
| MFL | Sell | BLACKROCK MUNIHLDS INVSTM QL | $324,000 | -19.2% | 24,100 | -22.4% | 0.05% | -26.1% |
| ENX | Sell | EATON VANCE NEW YORK MUN BD | $315,000 | -7.4% | 26,734 | -8.1% | 0.05% | -13.8% |
| GF | Sell | NEW GERMANY FD INC | $318,000 | 0.0% | 18,843 | -10.0% | 0.05% | -7.4% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $305,000 | -75.1% | 6,941 | -75.7% | 0.05% | -77.0% |
| SHYD | Sell | VANECK VECTORS ETF TRshrt hgh yld mun | $306,000 | -35.8% | 12,540 | -37.4% | 0.05% | -41.5% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $298,000 | -30.5% | 9,721 | -30.3% | 0.05% | -35.6% |
| ADSK | Sell | AUTODESK INC | $297,000 | -3.9% | 1,287 | -0.5% | 0.05% | -11.3% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $289,000 | +16.1% | 7,059 | -3.5% | 0.05% | +7.0% |
| NHA | Sell | NUVEEN MUN 2021 TARGET TERM | $292,000 | -3.3% | 30,081 | -1.6% | 0.05% | -11.5% |
| SHV | Sell | ISHARES TRshort treas bd | $277,000 | -87.1% | 2,505 | -87.1% | 0.04% | -88.0% |
| SO | Sell | SOUTHERN CO | $272,000 | -7.5% | 5,021 | -11.3% | 0.04% | -14.0% |
| BKK | Sell | BLACKROCK MUN 2020 TERM TR | $267,000 | -8.6% | 17,766 | -8.6% | 0.04% | -16.0% |
| MUE | Sell | BLACKROCK MUNIHOLDINGS QUALI | $267,000 | -7.6% | 20,884 | -10.3% | 0.04% | -14.3% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $260,000 | -25.7% | 9,495 | -27.8% | 0.04% | -31.7% |
| IQI | Sell | INVESCO QUALITY MUN INCOME T | $252,000 | -4.2% | 20,400 | -7.7% | 0.04% | -11.1% |
| SPIB | Sell | SPDR SER TRportfolio intrmd | $242,000 | -29.0% | 6,587 | -29.5% | 0.04% | -34.5% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $243,000 | -10.3% | 434 | -0.2% | 0.04% | -17.4% |
| AMGN | Sell | AMGEN INC | $232,000 | -85.6% | 911 | -86.6% | 0.04% | -86.5% |
| ALGN | Sell | ALIGN TECHNOLOGY INC | $225,000 | -4.3% | 690 | -19.3% | 0.04% | -12.5% |
| PSX | Sell | PHILLIPS 66 | $216,000 | -37.9% | 4,170 | -13.8% | 0.03% | -43.3% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $201,000 | 0.0% | 1,001 | -1.4% | 0.03% | -5.9% |
| MUC | Sell | BLACKROCK MUNIHLDNGS CALI QL | $195,000 | -76.7% | 13,925 | -76.5% | 0.03% | -78.3% |
| PVBC | Sell | PROVIDENT BANCORP INC | $193,000 | -8.1% | 24,721 | -7.6% | 0.03% | -16.7% |
| CEV | Sell | EATON VANCE CALIF MUN INCOMsh ben int | $138,000 | -11.0% | 10,373 | -11.6% | 0.02% | -18.5% |
| VKI | Sell | INVESCO ADVANTAGE MUN INCOMEsh ben int | $124,000 | -50.6% | 11,434 | -52.4% | 0.02% | -53.5% |
| BDJ | Sell | BLACKROCK ENHANCED EQUITY DI | $114,000 | -5.8% | 15,581 | -5.6% | 0.02% | -14.3% |
| AOD | Sell | ABERDEEN TOTAL DYNAMIC DIVD | $87,000 | -12.1% | 11,045 | -13.6% | 0.01% | -17.6% |
| HTY | Sell | HANCOCK JOHN INVT TRtax adv glb sh | $81,000 | -16.5% | 15,833 | -14.8% | 0.01% | -23.5% |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -55 | -100.0% | -0.00% | – |
| ASG | Exit | LIBERTY ALL-STAR GROWTH FD I | $0 | – | -20,730 | -100.0% | -0.02% | – |
| BNY | Exit | BLACKROCK N Y MUN INCOME TRsh ben int | $0 | – | -13,300 | -100.0% | -0.03% | – |
| EOS | Exit | EATON VANCE ENH EQTY INC FD | $0 | – | -11,010 | -100.0% | -0.03% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -2,570 | -100.0% | -0.04% | – |
| VCV | Exit | INVESCO CALIF VALUE MUN INCO | $0 | – | -19,100 | -100.0% | -0.04% | – |
| AAPL | Exit | APPLE INCput | $0 | – | -800 | -100.0% | -0.05% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -1,602 | -100.0% | -0.05% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -2,254 | -100.0% | -0.06% | – |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -4,417 | -100.0% | -0.06% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -435 | -100.0% | -0.07% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -5,328 | -100.0% | -0.07% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEput | $0 | – | -2,000 | -100.0% | -0.09% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -13,569 | -100.0% | -0.09% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -3,329 | -100.0% | -0.10% | – |
| WYNN | Exit | WYNN RESORTS LTD | $0 | – | -7,879 | -100.0% | -0.10% | – |
| MQT | Exit | BLACKROCK MUNIYIELD QUALITY | $0 | – | -49,012 | -100.0% | -0.11% | – |
| JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -4,075 | -100.0% | -0.13% | – |
| DOV | Exit | DOVER CORP | $0 | – | -15,223 | -100.0% | -0.25% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -22,718 | -100.0% | -0.36% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | 36 | Q3 2023 | 10.6% |
| ISHARES TR | 36 | Q3 2023 | 8.0% |
| ISHARES TR | 36 | Q3 2023 | 6.9% |
| ISHARES TR | 36 | Q3 2023 | 4.8% |
| APPLE INC | 36 | Q3 2023 | 5.0% |
| ISHARES TR | 36 | Q3 2023 | 5.3% |
| VANGUARD WHITEHALL FDS INC | 36 | Q3 2023 | 5.4% |
| MICROSOFT CORP | 36 | Q3 2023 | 4.9% |
| ISHARES TR | 36 | Q3 2023 | 3.7% |
| ISHARES TR | 36 | Q3 2023 | 3.1% |
View Dakota Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-10 |
View Dakota Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.