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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
KLACKla Corp
Recent Activity
Decreased -0.15%
12.99%
$564.699M
896,177 shares@ $630.12 avg price
AAPLApple Inc
Recent Activity
Decreased -2.36%
3.86%
$167.773M
669,967 shares@ $250.42 avg price
IVVIshares Tr
Recent Activity
Increased 0.23%
3.69%
$160.295M
272,295 shares@ $588.69 avg price
BILSpdr Ser Tr
Recent Activity
Increased 44.52%
2.86%
$124.361M
1.36M shares@ $91.44 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.7%
2.61%
$113.335M
268,885 shares@ $421.5 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.5%
2.07%
$89.63M
408,543 shares@ $219.4 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 11.99%
1.62%
$70.231M
400,794 shares@ $175.24 avg price
NVDANvidia Corporation
Recent Activity
Decreased -5.36%
1.48%
$63.987M
476,482 shares@ $134.3 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.37%
1.36%
$59.027M
100,814 shares@ $585.51 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -6.1%
1.31%
$56.883M
245,353 shares@ $231.85 avg price