DAKOTA WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KLAC | 873K | $941.72M |
 | AAPL | 580K | $147.67M |
 | CSCO | 441K | $30.16M |
 | NVDA | 371K | $69.29M |
 | AMZN | 353K | $77.56M |
 | PFE | 348K | $8.88M |
 | XOM | 262K | $29.52M |
 | APLE | 260K | $3.12M |
 | KMI | 241K | $6.82M |
 | JPM | 239K | $75.37M |
 | MSFT | 236K | $122.23M |
 | NEM | 236K | $19.86M |
 | GOOGL | 230K | $55.95M |
 | ABT | 203K | $27.16M |
 | AMCR | 198K | $1.62M |
 | BK | 196K | $21.40M |
 | BAC | 192K | $9.91M |
 | AAM | 174K | $1.83M |
 | ROL | 167K | $9.80M |
 | ORLY | 165K | $17.81M |
KLA Corporation
KLAC
Shares Held
873K
Value
$941.72M
Apple Inc.
AAPL
Shares Held
580K
Value
$147.67M
Cisco Systems, Inc.
CSCO
Shares Held
441K
Value
$30.16M
NVIDIA Corporation
NVDA
Shares Held
371K
Value
$69.29M
Amazon.com, Inc.
AMZN
Shares Held
353K
Value
$77.56M
Pfizer Inc.
PFE
Shares Held
348K
Value
$8.88M
Exxon Mobil Corporation
XOM
Shares Held
262K
Value
$29.52M
Apple Hospitality REIT, Inc.
APLE
Shares Held
260K
Value
$3.12M
Kinder Morgan, Inc.
KMI
Shares Held
241K
Value
$6.82M
JPMorgan Chase & Co.
JPM
Shares Held
239K
Value
$75.37M
Microsoft Corporation
MSFT
Shares Held
236K
Value
$122.23M
Newmont Corporation
NEM
Shares Held
236K
Value
$19.86M
Alphabet Inc.
GOOGL
Shares Held
230K
Value
$55.95M
Abbott Laboratories
ABT
Shares Held
203K
Value
$27.16M
Amcor plc
AMCR
Shares Held
198K
Value
$1.62M
The Bank of New York Mellon Corporation
BK
Shares Held
196K
Value
$21.40M
Bank of America Corporation
BAC
Shares Held
192K
Value
$9.91M
AA Mission Acquisition Corp.
AAM
Shares Held
174K
Value
$1.83M
Rollins, Inc.
ROL
Shares Held
167K
Value
$9.80M
O'Reilly Automotive, Inc.
ORLY
Shares Held
165K
Value
$17.81M