DAKOTA WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HEI | 5K | $1.63M |
 | GBX | 5K | $230.85K |
 | AZN | 5K | $372.37K |
 | IQV | 5K | $920.45K |
 | ISRG | 5K | $2.10M |
 | MAS | 5K | $326.47K |
 | VEEV | 5K | $1.38M |
 | APO | 5K | $609.80K |
 | AMT | 4K | $863.54K |
 | ICE | 4K | $754.94K |
 | NVS | 4K | $574.00K |
 | AFL | 4K | $489.04K |
 | VST | 4K | $855.39K |
 | CEG | 4K | $1.40M |
 | IDXX | 4K | $2.71M |
 | VRSK | 4K | $1.06M |
 | EFSC | 4K | $234.70K |
 | AGCO | 4K | $429.96K |
 | MPWR | 4K | $3.68M |
 | ALE | 4K | $243.62K |
HEICO Corporation
HEI
Shares Held
5K
Value
$1.63M
The Greenbrier Companies, Inc.
GBX
Shares Held
5K
Value
$230.85K
AstraZeneca PLC
AZN
Shares Held
5K
Value
$372.37K
IQVIA Holdings Inc.
IQV
Shares Held
5K
Value
$920.45K
Intuitive Surgical, Inc.
ISRG
Shares Held
5K
Value
$2.10M
Masco Corporation
MAS
Shares Held
5K
Value
$326.47K
Veeva Systems Inc.
VEEV
Shares Held
5K
Value
$1.38M
Apollo Global Management, Inc.
APO
Shares Held
5K
Value
$609.80K
American Tower Corporation
AMT
Shares Held
4K
Value
$863.54K
Intercontinental Exchange, Inc.
ICE
Shares Held
4K
Value
$754.94K
Novartis AG
NVS
Shares Held
4K
Value
$574.00K
Aflac Incorporated
AFL
Shares Held
4K
Value
$489.04K
Vistra Corp.
VST
Shares Held
4K
Value
$855.39K
Constellation Energy Corporation
CEG
Shares Held
4K
Value
$1.40M
IDEXX Laboratories, Inc.
IDXX
Shares Held
4K
Value
$2.71M
Verisk Analytics, Inc.
VRSK
Shares Held
4K
Value
$1.06M
Enterprise Financial Services Corp
EFSC
Shares Held
4K
Value
$234.70K
AGCO Corporation
AGCO
Shares Held
4K
Value
$429.96K
Monolithic Power Systems, Inc.
MPWR
Shares Held
4K
Value
$3.68M
ALLETE, Inc.
ALE
Shares Held
4K
Value
$243.62K