DAKOTA WEALTH MANAGEMENT 13F Portfolio
DAKOTA WEALTH MANAGEMENT runs DAKOTA WEALTH MANAGEMENT and currently holds 776 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $5.24B. Their top holdings are IVV, AAPL, KLAC, SPDW, BIL. The top five represent 14.4% of reported portfolio weight. DAKOTA WEALTH MANAGEMENT ranks #34 out of 1000 investors tracked by Alpha Score. In the most recent quarter, DAKOTA WEALTH MANAGEMENT initiated 1 new position. They added to 54 existing positions. They trimmed 45 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$5.24B
Alpha Score
222.5
#34 of 1000
Holdings
776
DAKOTA WEALTH MANAGEMENT Current 13F Holdings
Reported holdings from DAKOTA WEALTH MANAGEMENT's latest SEC 13F filing, ranked by portfolio weight.
776 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 3.86% | $451.12 | $781.99 | +73.34% | Added +0.49% |
 AAPL APPLE INC | 3.41% | $152.27 | $336.68 | +121.11% | Added +0.57% |
 KLAC KLA CORP | 2.92% | $71.09 | $195.57 | +175.10% | Added +710.84% |
 SPDW SPDR INDEX SHS FDS | 2.19% | $41.95 | $49.97 | +19.12% | Added +16.19% |
 BIL SPDR SERIES TRUST | 1.99% | $91.55 | $91.50 | -0.05% | Trimmed -12.25% |
 MSFT MICROSOFT CORP | 1.78% | $297.60 | $535.07 | +79.80% | Trimmed -5.56% |
 NVDA NVIDIA CORPORATION | 1.75% | $81.12 | $229.28 | +182.64% | Added +7.47% |
 GOOGL ALPHABET INC | 1.74% | $162.18 | $351.66 | +116.83% | Trimmed -5.34% |
 VXUS VANGUARD STAR FDS | 1.70% | $65.49 | $84.82 | +29.52% | Added +1.84% |
 SPYG SPDR SERIES TRUST | 1.67% | $93.00 | $125.69 | +35.15% | Added +29.47% |
Showing 1-10 of 776