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