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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
SPYVSpdr Ser Tr
Recent Activity
Increased 7.67%
0.58%
$25.05M
489,827 shares@ $51.15 avg price
IGSBIshares Tr
Recent Activity
Increased 14.03%
0.56%
$24.211M
468,304 shares@ $51.7 avg price
ORCLOracle Corp
Recent Activity
Increased 4.86%
0.52%
$22.303M
133,839 shares@ $166.65 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 192.77%
0.52%
$22.283M
815,641 shares@ $27.33 avg price
VOTVanguard Index Fds
Recent Activity
Increased 7.57%
0.45%
$19.564M
77,100 shares@ $253.75 avg price
PNRPentair Plc
Recent Activity
Increased 7.57%
0.44%
$19.007M
188,857 shares@ $100.64 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 4.77%
0.44%
$18.832M
214,245 shares@ $87.91 avg price
CRMSalesforce Inc
Recent Activity
Increased 664.79%
0.43%
$18.638M
55,745 shares@ $334.35 avg price
MBBIshares Tr
Recent Activity
Increased 17.52%
0.43%
$18.428M
201,003 shares@ $91.69 avg price
ABTAbbott Labs
Recent Activity
Increased 54.64%
0.42%
$17.834M
157,666 shares@ $113.11 avg price