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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
SPSMSpdr Ser Tr
Recent Activity
Increased 14.15%
0.84%
$36.353M
809,277 shares@ $44.93 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 8.17%
0.74%
$32.065M
62,722 shares@ $511.24 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 1.16%
0.73%
$31.508M
534,676 shares@ $58.94 avg price
TIPIshares Tr
Recent Activity
Increased 1.15%
0.71%
$30.73M
288,414 shares@ $106.55 avg price
PGRProgressive Corp
Recent Activity
Increased 3.09%
0.7%
$30.256M
126,270 shares@ $239.62 avg price
IGIBIshares Tr
Recent Activity
Increased 34.25%
0.69%
$29.798M
578,492 shares@ $51.51 avg price
HDHome Depot Inc
Recent Activity
Increased 14.04%
0.69%
$29.715M
76,391 shares@ $388.99 avg price
OEFIshares Tr
Recent Activity
Increased 9.36%
0.67%
$29.11M
100,780 shares@ $288.86 avg price
SHYIshares Tr
Recent Activity
Increased 25.92%
0.63%
$27.337M
333,464 shares@ $81.99 avg price
AJGGallagher Arthur J & Co
Recent Activity
Increased 4.64%
0.6%
$25.721M
90,613 shares@ $283.86 avg price