DAKOTA WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 51K | $8.08M |
 | PSTL | 50K | $789.68K |
 | BMY | 50K | $2.26M |
 | MNTN | 50K | $927.50K |
 | SBUX | 50K | $4.22M |
 | GPAT | 48K | $513.04K |
 | D | 47K | $2.88M |
 | IBAC | 47K | $493.91K |
 | SBRA | 47K | $873.49K |
 | PWR | 46K | $19.21M |
 | COF | 45K | $9.59M |
 | AMD | 45K | $7.28M |
 | PAGP | 45K | $815.04K |
 | KVAC | 44K | $501.84K |
 | MKC | 43K | $2.89M |
 | UL | 43K | $2.55M |
 | CHAC | 43K | $436.53K |
 | GILD | 43K | $4.77M |
 | ABBV | 42K | $9.79M |
 | CAG | 42K | $767.10K |
Morgan Stanley
MS
Shares Held
51K
Value
$8.08M
Postal Realty Trust, Inc.
PSTL
Shares Held
50K
Value
$789.68K
Bristol-Myers Squibb Company
BMY
Shares Held
50K
Value
$2.26M
MNTN Inc.
MNTN
Shares Held
50K
Value
$927.50K
Starbucks Corporation
SBUX
Shares Held
50K
Value
$4.22M
GP-Act III Acquisition Corp.
GPAT
Shares Held
48K
Value
$513.04K
Dominion Energy, Inc.
D
Shares Held
47K
Value
$2.88M
IB Acquisition Corp. Common Stock
IBAC
Shares Held
47K
Value
$493.91K
Sabra Health Care REIT, Inc.
SBRA
Shares Held
47K
Value
$873.49K
Quanta Services, Inc.
PWR
Shares Held
46K
Value
$19.21M
Capital One Financial Corporation
COF
Shares Held
45K
Value
$9.59M
Advanced Micro Devices, Inc.
AMD
Shares Held
45K
Value
$7.28M
Plains GP Holdings, L.P.
PAGP
Shares Held
45K
Value
$815.04K
Keen Vision Acquisition Corporation Ordinary Shares
KVAC
Shares Held
44K
Value
$501.84K
McCormick & Company, Incorporated
MKC
Shares Held
43K
Value
$2.89M
Unilever PLC
UL
Shares Held
43K
Value
$2.55M
Crane Harbor Acquisition Corp.
CHAC
Shares Held
43K
Value
$436.53K
Gilead Sciences, Inc.
GILD
Shares Held
43K
Value
$4.77M
AbbVie Inc.
ABBV
Shares Held
42K
Value
$9.79M
Conagra Brands, Inc.
CAG
Shares Held
42K
Value
$767.10K