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Darden Wealth Group

Latest statistics and disclosures from Darden Wealth Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002011221

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Positions held by Darden Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Darden Wealth Group

Darden Wealth Group holds 107 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
NVIDIA Corporation (NVDA)	16.2	$21M	23k	903.56	View chart
Microsoft Corporation (MSFT)	5.8	$7.3M	18k	420.71	View chart
Apple (AAPL)	5.0	$6.4M	37k	171.48	View chart
Amazon (AMZN)	4.9	$6.3M	35k	180.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	4.9	$6.3M	42k	150.93	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.8	$3.6M	70k	51.06	View chart
Eaton Corp SHS Class A (ETN)	1.8	$2.4M	7.5k	313.50	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.8	$2.3M	133k	17.32	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$2.1M	14k	152.26	View chart
Ishares Tr Select Divid Etf (DVY)	1.6	$2.1M	17k	123.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.6	$2.0M	33k	60.74	View chart
Ishares Tr Tips Bd Etf (TIP)	1.5	$1.9M	18k	107.41	View chart
Broadcom (AVGO)	1.5	$1.9M	1.4k	1330.18	View chart
Boeing Company (BA)	1.4	$1.8M	9.5k	192.99	View chart
Advanced Micro Devices (AMD)	1.4	$1.8M	10k	180.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$1.7M	15k	110.52	View chart
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)	1.2	$1.6M	3.6k	444.02	View chart
Ishares Tr Short Treas Bd (SHV)	1.2	$1.6M	14k	110.54	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	1.2	$1.5M	32k	47.44	View chart
Asml Holding N V N Y Registry Shs (ASML)	1.1	$1.4M	1.5k	970.54	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	1.1	$1.4M	12k	117.21	View chart
Mastercard Incorporated Cl A (MA)	1.1	$1.3M	2.8k	481.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$1.2M	2.3k	523.01	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.9	$1.2M	3.8k	320.59	View chart
Arista Networks (ANET)	0.9	$1.2M	4.1k	289.98	View chart
Trane Technologies SHS (TT)	0.9	$1.2M	3.9k	300.80	View chart
Micron Technology (MU)	0.9	$1.2M	9.9k	117.89	View chart
Select Sector Spdr Tr Energy (XLE)	0.9	$1.1M	12k	94.41	View chart
Eli Lilly & Co. (LLY)	0.9	$1.1M	1.5k	777.96	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$1.1M	4.8k	224.97	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$1.1M	21k	51.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$1.0M	2.5k	420.52	View chart
Chevron Corporation (CVX)	0.8	$1.0M	6.6k	157.74	View chart
Home Depot (HD)	0.8	$1.0M	2.7k	383.67	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.8	$1.0M	20k	50.69	View chart
Builders FirstSource (BLDR)	0.8	$980k	4.7k	208.55	View chart
UnitedHealth (UNH)	0.8	$972k	2.0k	494.70	View chart
Palo Alto Networks (PANW)	0.8	$965k	3.4k	284.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$953k	3.7k	259.88	View chart
Ishares Tr Msci Usa Value (VLUE)	0.7	$905k	8.4k	108.31	View chart
Raytheon Technologies Corp (RTX)	0.7	$892k	9.1k	97.53	View chart
Target Corporation (TGT)	0.7	$870k	4.9k	177.22	View chart
Intel Corporation (INTC)	0.7	$865k	20k	44.17	View chart
JPMorgan Chase & Co. (JPM)	0.7	$865k	4.3k	200.30	View chart
Accenture Plc Ireland SHS Class A (ACN)	0.7	$843k	2.4k	346.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$832k	3.3k	249.86	View chart
Sachem Cap (SACH)	0.6	$798k	179k	4.46	View chart
Tesla Motors (TSLA)	0.6	$783k	4.5k	175.79	View chart
Abbvie (ABBV)	0.6	$757k	4.2k	182.10	View chart
Super Micro Computer (SMCI)	0.6	$732k	725.00	1010.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$707k	1.5k	480.54	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$695k	31k	22.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$668k	3.2k	205.72	View chart
Lam Research Corporation (LRCX)	0.5	$638k	655.00	973.54	View chart
Adobe Systems Incorporated (ADBE)	0.5	$632k	1.3k	504.60	View chart
Nextera Energy Unit 09/01/2025 (NEE.PR)	0.5	$631k	16k	38.93	View chart
Procter & Gamble Company (PG)	0.5	$630k	3.9k	162.25	View chart
Johnson & Johnson (JNJ)	0.5	$626k	4.0k	158.20	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$537k	2.2k	239.76	View chart
BlackRock (BLK)	0.4	$536k	642.00	834.22	View chart
Invesco Exchange Traded Fd T S&p 500 Eql Wgt (RSP)	0.4	$524k	3.1k	169.35	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$518k	9.0k	57.86	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.4	$494k	8.6k	57.38	View chart
Costco Wholesale Corporation (COST)	0.4	$469k	640.00	732.63	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.4	$453k	11k	42.55	View chart
Gilead Sciences (GILD)	0.4	$449k	6.1k	73.25	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$428k	2.6k	164.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$428k	5.3k	80.63	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$414k	8.4k	49.19	View chart
Servicenow (NOW)	0.3	$408k	535.00	762.40	View chart
McDonald's Corporation (MCD)	0.3	$400k	1.4k	281.95	View chart
Visa Cl A (V)	0.3	$388k	1.4k	279.08	View chart
Thermo Fisher Scientific (TMO)	0.3	$372k	640.00	581.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$355k	8.5k	41.77	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$338k	4.2k	79.91	View chart
Starbucks Corporation (SBUX)	0.3	$329k	3.6k	91.39	View chart
United Rentals (URI)	0.3	$325k	450.00	721.11	View chart
American Centry Etf Tr Us Sml Cp Valu (AVUV)	0.2	$319k	3.4k	93.71	View chart
Coca-Cola Company (KO)	0.2	$313k	5.1k	61.66	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$313k	2.7k	115.31	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$307k	6.7k	45.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$303k	6.0k	50.17	View chart
Meta Platforms Cl A (META)	0.2	$291k	600.00	485.58	View chart
Stryker Corporation (SYK)	0.2	$286k	800.00	357.87	View chart
Roper Industries (ROP)	0.2	$280k	500.00	560.84	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.2	$280k	6.3k	44.48	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$279k	1.3k	208.27	View chart
Vanguard World Industrial Etf (VIS)	0.2	$276k	1.1k	244.16	View chart
Ge Aerospace Com New (GE)	0.2	$271k	1.5k	175.53	View chart
Exxon Mobil Corporation (XOM)	0.2	$268k	2.3k	116.24	View chart
American Intl Group Com New (AIG)	0.2	$253k	3.2k	78.17	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$240k	2.7k	89.67	View chart
Oracle Corporation (ORCL)	0.2	$239k	1.9k	125.61	View chart
Select Sector Spdr Tr Health Care (XLV)	0.2	$238k	1.6k	147.71	View chart
Morgan Stanley Com New (MS)	0.2	$226k	2.4k	94.16	View chart
ConocoPhillips (COP)	0.2	$225k	1.8k	127.28	View chart
Lockheed Martin Corporation (LMT)	0.2	$224k	490.00	458.02	View chart
International Business Machines (IBM)	0.2	$223k	1.2k	190.96	View chart
Wal-Mart Stores (WMT)	0.2	$220k	3.7k	60.17	View chart
Northrop Grumman Corporation (NOC)	0.2	$206k	430.00	478.66	View chart
Comcast Corp Cl A (CMCSA)	0.2	$204k	4.7k	43.35	View chart
TJX Companies (TJX)	0.2	$203k	2.0k	101.42	View chart
Invesco Exchng Trad Slf Inde Bulletshs 2032 (BSCW)	0.2	$203k	10k	20.25	View chart
Marathon Petroleum Corp (MPC)	0.2	$202k	1.0k	201.50	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$201k	11k	18.30	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$201k	10k	20.07	View chart
Applied Materials (AMAT)	0.2	$200k	970.00	206.23	View chart

Past Filings by Darden Wealth Group

SEC 13F filings are viewable for Darden Wealth Group going back to 2024

Darden Wealth Group 2024 Q1 filed May 8, 2024

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