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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
PFFIshares Tr
Recent Activity
Decreased -1.15%
0.85%
$36.539M
1.162M shares@ $31.44 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.74%
0.78%
$33.703M
176,973 shares@ $190.44 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.7%
0.76%
$32.839M
72,448 shares@ $453.29 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -1.4%
0.73%
$31.451M
135,260 shares@ $232.53 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -10.58%
0.71%
$30.858M
182,270 shares@ $169.3 avg price
AGGIshares Tr
Recent Activity
Decreased -5.32%
0.65%
$28.16M
290,612 shares@ $96.91 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -8.32%
0.58%
$24.965M
232,080 shares@ $107.57 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -8.79%
0.55%
$23.878M
58,176 shares@ $410.44 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.92%
0.41%
$17.42M
103,910 shares@ $167.65 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.69%
0.4%
$17.278M
119,473 shares@ $144.63 avg price