Darden Wealth Group
Latest statistics and disclosures from Darden Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, AMZN, GOOGL, and represent 40.17% of Darden Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: Arista Networks, RKLB, NOW, AVGO, CRWD, PANW, CLS, LRCX, PFFA, GEV.
- Started 9 new stock positions in CLS, MSTR, RKLB, MRVL, Arista Networks, PFFA, SOXX, Boeing, GEV.
- Reduced shares in these 10 stocks: ANET, NVDA, , TMDX, BLDR, SCHV, AMD, AAPL, , DHR.
- Sold out of its positions in ANET, DHR, INTC, SCHV, TGT, TMDX, ZTS.
- Darden Wealth Group was a net buyer of stock by $5.1M.
- Darden Wealth Group has $149M in assets under management (AUM), dropping by 6.52%.
- Central Index Key (CIK): 0002011221
Tip: Access up to 7 years of quarterly data
Positions held by Darden Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Darden Wealth Group
Darden Wealth Group holds 106 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 18.0 | $27M | -4% | 199k | 134.29 |
|
| Apple (AAPL) | 6.9 | $10M | -2% | 41k | 250.42 |
|
| Microsoft Corporation (MSFT) | 5.2 | $7.7M | 18k | 421.51 |
|
|
| Amazon (AMZN) | 5.1 | $7.6M | +2% | 35k | 219.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $7.4M | 39k | 189.30 |
|
|
| Broadcom (AVGO) | 3.4 | $5.1M | +16% | 22k | 231.84 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.5 | $3.7M | 73k | 50.88 |
|
|
| Eaton Corp SHS (ETN) | 2.3 | $3.4M | 10k | 331.89 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $2.9M | +32% | 8.4k | 342.16 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $2.8M | 15k | 190.44 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.7 | $2.6M | +2% | 146k | 17.70 |
|
| Arista Networks | 1.6 | $2.4M | NEW | 22k | 110.53 |
|
| Ishares Tr Select Divid Etf (DVY) | 1.4 | $2.1M | 16k | 131.30 |
|
|
| Servicenow (NOW) | 1.4 | $2.1M | +91% | 1.9k | 1060.12 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $1.9M | 31k | 62.31 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $1.7M | 15k | 115.23 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 1.2 | $1.7M | 16k | 106.55 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 1.1 | $1.6M | 12k | 139.36 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $1.6M | 2.7k | 586.28 |
|
|
| Trane Technologies SHS (TT) | 1.0 | $1.6M | 4.2k | 369.36 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.0 | $1.5M | 2.8k | 526.57 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.9 | $1.3M | 28k | 47.77 |
|
|
| Palo Alto Networks (PANW) | 0.9 | $1.3M | +99% | 7.2k | 181.96 |
|
| Advanced Micro Devices (AMD) | 0.9 | $1.3M | -15% | 11k | 120.79 |
|
| Rocket Lab Usa (RKLB) | 0.9 | $1.3M | NEW | 50k | 25.47 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.9 | $1.3M | 12k | 110.11 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.3M | +4% | 2.8k | 453.28 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.8 | $1.2M | 25k | 50.47 |
|
|
| Raytheon Technologies Corp (RTX) | 0.8 | $1.2M | +4% | 10k | 115.72 |
|
| Chevron Corporation (CVX) | 0.8 | $1.2M | +4% | 8.1k | 144.84 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.2M | +11% | 4.9k | 239.75 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $1.1M | -3% | 1.5k | 772.00 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.7 | $1.1M | +14% | 22k | 50.71 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.1M | 2.1k | 511.36 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $1.1M | 3.7k | 289.87 |
|
|
| Asml Holding N V Ny Registry Shs (ASML) | 0.7 | $1.1M | 1.5k | 693.20 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.7 | $1.0M | -2% | 12k | 85.66 |
|
| Home Depot (HD) | 0.7 | $1.0M | 2.6k | 389.06 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $985k | -3% | 19k | 52.22 |
|
| Meta Platforms Cl A (META) | 0.6 | $951k | +52% | 1.6k | 585.51 |
|
| Tesla Motors (TSLA) | 0.6 | $895k | +2% | 2.2k | 403.84 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.6 | $887k | +12% | 21k | 42.61 |
|
| Abbvie (ABBV) | 0.6 | $859k | +2% | 4.8k | 177.70 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $814k | +10% | 14k | 57.53 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $810k | -3% | 3.3k | 242.19 |
|
| Micron Technology (MU) | 0.5 | $801k | -5% | 9.5k | 84.17 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $784k | +6% | 2.2k | 351.86 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.5 | $741k | 7.0k | 105.61 |
|
|
| Boeing Company (BA) | 0.5 | $673k | -5% | 3.8k | 177.00 |
|
| Blackrock (BLK) | 0.4 | $642k | 626.00 | 1025.77 |
|
|
| Nextera Energy Unit 09/01/2025 (NEE.PR) | 0.4 | $629k | 15k | 40.92 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $621k | 3.7k | 167.69 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $609k | +3% | 665.00 | 916.27 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $605k | -24% | 1.4k | 444.68 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $596k | 26k | 22.98 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $572k | 2.1k | 269.70 |
|
|
| Lam Research (LRCX) | 0.4 | $555k | +934% | 7.7k | 72.23 |
|
| UnitedHealth (UNH) | 0.4 | $533k | 1.1k | 505.86 |
|
|
| Celestica (CLS) | 0.4 | $522k | NEW | 5.7k | 92.30 |
|
| Quanta Services (PWR) | 0.3 | $518k | 1.6k | 316.05 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $500k | +15% | 5.5k | 90.36 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $500k | +200% | 18k | 27.32 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.3 | $482k | NEW | 22k | 21.90 |
|
| Visa Com Cl A (V) | 0.3 | $455k | +3% | 1.4k | 316.04 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $451k | 11k | 41.73 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $436k | -2% | 2.4k | 178.10 |
|
| Johnson & Johnson (JNJ) | 0.3 | $425k | -3% | 2.9k | 144.63 |
|
| Linde SHS (LIN) | 0.3 | $421k | 1.0k | 418.67 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $412k | 1.4k | 289.89 |
|
|
| Gilead Sciences (GILD) | 0.3 | $408k | 4.4k | 92.37 |
|
|
| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.3 | $404k | +58% | 5.2k | 77.05 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $382k | +12% | 1.6k | 232.55 |
|
| Ge Vernova (GEV) | 0.3 | $380k | NEW | 1.2k | 328.93 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $377k | +7% | 2.9k | 128.63 |
|
| Builders FirstSource (BLDR) | 0.2 | $362k | -49% | 2.5k | 142.93 |
|
| Boeing Dep Conv Pfd A | 0.2 | $359k | NEW | 5.9k | 60.89 |
|
| Gabelli Equity Trust (GAB) | 0.2 | $334k | -7% | 62k | 5.38 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $333k | 640.00 | 520.23 |
|
|
| Ishares Tr Etfesg Aw Msci Eafe (ESGD) | 0.2 | $322k | 4.2k | 76.14 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $318k | +33% | 655.00 | 485.94 |
|
| United Rentals (URI) | 0.2 | $317k | 450.00 | 704.44 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $317k | 1.9k | 166.64 |
|
|
| Coca-Cola Company (KO) | 0.2 | $316k | 5.1k | 62.26 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $306k | +23% | 2.2k | 137.58 |
|
| Morgan Stanley Com New (MS) | 0.2 | $301k | 2.4k | 125.72 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $291k | 6.4k | 45.20 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.2 | $288k | 1.1k | 254.40 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $286k | 5.8k | 49.05 |
|
|
| Apollo Global Mgmt (APO) | 0.2 | $281k | 1.7k | 165.16 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $278k | 1.1k | 242.13 |
|
|
| International Business Machines (IBM) | 0.2 | $275k | 1.3k | 219.83 |
|
|
| Walt Disney Company (DIS) | 0.2 | $269k | 2.4k | 111.35 |
|
|
| Marvell Technology (MRVL) | 0.2 | $264k | NEW | 2.4k | 110.45 |
|
| Ge Aerospace Com New (GE) | 0.2 | $259k | -13% | 1.6k | 166.79 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.2 | $257k | 5.4k | 47.38 |
|
|
| Microstrategy Cl A New (MSTR) | 0.2 | $246k | NEW | 850.00 | 289.62 |
|
| TJX Companies (TJX) | 0.2 | $242k | 2.0k | 120.81 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $240k | +3% | 700.00 | 343.41 |
|
| American Intl Group Com New (AIG) | 0.2 | $235k | 3.2k | 72.80 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $235k | +14% | 1.6k | 145.37 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $233k | NEW | 1.1k | 215.55 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $232k | -18% | 2.2k | 107.57 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $219k | 828.00 | 264.13 |
|
|
| Ishares Tr Msci Kld 400 Soc (DSI) | 0.1 | $210k | 1.9k | 110.29 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $202k | 430.00 | 469.29 |
|
|
| Sachem Cap (SACH) | 0.0 | $61k | -60% | 45k | 1.35 |
|
Past Filings by Darden Wealth Group
SEC 13F filings are viewable for Darden Wealth Group going back to 2024
- Darden Wealth Group 2024 Q4 filed Feb. 13, 2025
- Darden Wealth Group 2024 Q3 filed Nov. 12, 2024
- Darden Wealth Group 2024 Q2 filed Aug. 6, 2024
- Darden Wealth Group 2024 Q1 filed May 8, 2024