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Kayla Berg

@Dakota Wealth Management

Latest period2024 - Q4ReportedManaged Assets$4.348BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 0.23%
3.69%
$160.295M
272,295 shares@ $588.69 avg price
BILSpdr Ser Tr
Recent Activity
Increased 44.52%
2.86%
$124.361M
1.36M shares@ $91.44 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 11.99%
1.62%
$70.231M
400,794 shares@ $175.24 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.37%
1.36%
$59.027M
100,814 shares@ $585.51 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.46%
1.07%
$46.44M
245,325 shares@ $189.31 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.81%
1.06%
$45.858M
191,307 shares@ $239.71 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 11.93%
1%
$43.178M
73,670 shares@ $586.1 avg price
IWMIshares Tr
Recent Activity
Increased 3.91%
0.99%
$42.989M
194,556 shares@ $220.96 avg price
IWRIshares Tr
Recent Activity
Increased 3.09%
0.95%
$41.154M
465,545 shares@ $88.41 avg price
VVisa Inc
Recent Activity
Increased 3.58%
0.87%
$37.512M
118,694 shares@ $316.05 avg price