Portfolio (Quarterly)
Guide ↗
Dakota Wealth Management
· CIK 0001631353| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | — | ALLETE INC | — | 3,669 | $244K | 0.01% | SOLD |
| 42 | EWG | ISHARES INC | — | 5,462 | $227K | 0.01% | SOLD |
| 43 | PBE | INVESCO EXCHANGE TRADED FD T | — | 3,200 | $224K | 0.01% | SOLD |
| 44 | IBDS | ISHARES TR | — | 8,950 | $218K | 0.00% | SOLD |
| 45 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 8,243 | $212K | 0.00% | SOLD |
| 46 | — | LUCKY STRIKE ENTERTAINMENT C | — | 20,000 | $205K | 0.00% | SOLD |
| 47 | BDJ | BLACKROCK ENHANCED EQUITY DI | Financial Services | 17,616 | $160K | 0.00% | SOLD |
| 48 | — | FOUR LEAF ACQUISITION CORP | — | 12,575 | $145K | 0.00% | SOLD |
| 49 | COLA | COLUMBUS ACQUISITION CORP | Financial Services | 10,325 | $106K | 0.00% | SOLD |
| 50 | IGD | VOYA GLBL EQTY DIV & PREM OP | Financial Services | 14,650 | $87K | 0.00% | SOLD |
| 51 | — | ATLASCLEAR HOLDINGS INC | — | 50,000 | $26K | 0.00% | SOLD |
| 52 | — | COHEN & STEERS INFRASTRUCTUR | — | 11,872 | $927.0 | — | SOLD |
Sector Allocation
Technology
48.2%
Financial Services
15.7%
Industrials
6.9%
Communication Services
6.9%
Healthcare
6.6%
Consumer Cyclical
6.5%
Consumer Defensive
3.3%
Energy
2.7%
Utilities
1.3%
Basic Materials
1.2%