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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ROPRoper Technologies Inc
| 0.14% | $5.897M 11,343 shares@ $519.84 avg price | Increased 11.52% |
SCHGSchwab Strategic Tr
| 0.14% | $5.833M 209,308 shares@ $27.88 avg price | Increased 295.81% |
IJJIshares Tr
| 0.14% | $5.736M 45,899 shares@ $124.97 avg price | Increased 12.43% |
ALABAstera Labs Inc
| 0.14% | $5.71M 43,110 shares@ $132.46 avg price | Increased 2.5% |
ITGartner Inc
| 0.14% | $5.705M 11,776 shares@ $484.48 avg price | Increased 3.11% |
GLDSpdr Gold Tr
| 0.13% | $5.651M 23,339 shares@ $242.14 avg price | Increased 1.37% |
IJHIshares Tr
| 0.13% | $5.635M 90,443 shares@ $62.31 avg price | Increased 0.03% |
LHXL3harris Technologies Inc
| 0.13% | $5.594M 26,602 shares@ $210.29 avg price | Increased 0.16% |
SHYDVaneck Etf Trust
| 0.13% | $5.342M 237,625 shares@ $22.48 avg price | Increased 7.23% |
SBUXStarbucks Corp
| 0.12% | $5.1M 55,886 shares@ $91.26 avg price | Increased 0.17% |