Kayla Berg

@Dakota Wealth Management

Latest period2024 - Q4

Reported1d ago

Managed Assets$4.348B

Total holdings748

Assets growth rate-1.74%

Assets growth rate (2-Q avg)1.14%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dakota Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 748 positions.

Assets under management

The assets under management (AUM) of Dakota Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 4.348B in assets, with a quarterly growth rate of -1.74% and a 2-quarter average growth rate of 1.14%. The portfolio is managed by Kayla Berg, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	0.43%	$18.522M 18,068 shares@ $1025.14 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.23%	$9.885M 89,432 shares@ $110.54 avg price	New Position
SNOWSnowflake Inc Recent Activity New Position	0.09%	$3.729M 24,150 shares@ $154.42 avg price	New Position
MTBASimplify Exchange Traded Fun Recent Activity New Position	0.08%	$3.425M 68,930 shares@ $49.7 avg price	New Position
RMDResmed Inc Recent Activity New Position	0.07%	$2.854M 12,480 shares@ $228.69 avg price	New Position
VVVanguard Index Fds Recent Activity New Position	0.04%	$1.51M 5,597 shares@ $269.71 avg price	New Position
VEEVVeeva Sys Inc Recent Activity New Position	0.04%	$1.471M 6,998 shares@ $210.26 avg price	New Position
VLOValero Energy Corp Recent Activity New Position	0.04%	$1.438M 11,727 shares@ $122.6 avg price	New Position
PKGPackaging Corp Amer Recent Activity New Position	0.04%	$1.335M 5,928 shares@ $225.18 avg price	New Position
KDKyndryl Hldgs Inc Recent Activity New Position	0.03%	$1.221M 35,281 shares@ $34.61 avg price	New Position