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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
MUBIshares Tr
Recent Activity
Increased 2.7%
0.25%
$10.718M
100,591 shares@ $106.55 avg price
NEENextera Energy Inc
Recent Activity
Increased 0.3%
0.25%
$10.707M
149,354 shares@ $71.69 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 1035.13%
0.25%
$10.537M
181,666 shares@ $58.0 avg price
SYKStryker Corporation
Recent Activity
Increased 7.61%
0.23%
$9.749M
27,065 shares@ $360.2 avg price
VOOVanguard Index Fds
Recent Activity
Increased 9.49%
0.23%
$9.693M
17,990 shares@ $538.83 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 1.1%
0.22%
$9.312M
70,671 shares@ $131.76 avg price
TMUST-mobile Us Inc
Recent Activity
Increased 10.09%
0.22%
$9.275M
42,020 shares@ $220.73 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 5.68%
0.19%
$8.205M
108,403 shares@ $75.7 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 84.02%
0.19%
$8.127M
337,790 shares@ $24.06 avg price
VOVanguard Index Fds
Recent Activity
Increased 3.21%
0.19%
$8.066M
30,537 shares@ $264.13 avg price