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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
APDAir Prods & Chems Inc
Recent Activity
New Position
0.01%
$214,730
740 shares@ $290.18 avg price
XTIshares Tr
Recent Activity
New Position
0.01%
$212,987
3,570 shares@ $59.67 avg price
RVLVRevolve Group Inc
Recent Activity
New Position
0.01%
$211,456
6,314 shares@ $33.5 avg price
KNXKnight-swift Transn Hldgs In
Recent Activity
New Position
0.01%
$208,978
3,940 shares@ $53.05 avg price
FNCLFidelity Covington Trust
Recent Activity
New Position
0.01%
$206,040
3,000 shares@ $68.68 avg price
DGXQuest Diagnostics Inc
Recent Activity
New Position
0.01%
$205,472
1,362 shares@ $150.87 avg price
IBCPIndependent Bk Corp Mich
Recent Activity
New Position
0.01%
$202,920
5,826 shares@ $34.84 avg price
PCTYPaylocity Hldg Corp
Recent Activity
New Position
0.01%
$202,861
1,017 shares@ $199.48 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
New Position
0.01%
$201,812
2,587 shares@ $78.02 avg price
AXAxos Financial Inc
Recent Activity
New Position
0.01%
$200,260
2,867 shares@ $69.86 avg price