Darden Wealth Group

Darden Wealth Group as of Dec. 31, 2024

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 199k 134.29
Apple (AAPL) 6.9 $10M 41k 250.42
Microsoft Corporation (MSFT) 5.2 $7.7M 18k 421.51
Amazon (AMZN) 5.1 $7.6M 35k 219.39
Alphabet Cap Stk Cl A (GOOGL) 5.0 $7.4M 39k 189.30
Broadcom (AVGO) 3.4 $5.1M 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 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 146k 17.70
Arista Networks (ANET) 1.6 $2.4M 22k 110.53
Ishares Tr Select Divid Etf (DVY) 1.4 $2.1M 16k 131.30
Servicenow (NOW) 1.4 $2.1M 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 7.2k 181.96
Advanced Micro Devices (AMD) 0.9 $1.3M 11k 120.79
Rocket Lab Usa (RKLB) 0.9 $1.3M 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 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 10k 115.72
Chevron Corporation (CVX) 0.8 $1.2M 8.1k 144.84
JPMorgan Chase & Co. (JPM) 0.8 $1.2M 4.9k 239.75
Eli Lilly & Co. (LLY) 0.8 $1.1M 1.5k 772.00
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $1.1M 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 12k 85.66
Home Depot (HD) 0.7 $1.0M 2.6k 389.06
Ishares Core Msci Emkt (IEMG) 0.7 $985k 19k 52.22
Meta Platforms Cl A (META) 0.6 $951k 1.6k 585.51
Tesla Motors (TSLA) 0.6 $895k 2.2k 403.84
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.6 $887k 21k 42.61
Abbvie (ABBV) 0.6 $859k 4.8k 177.70
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $814k 14k 57.53
Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $810k 3.3k 242.19
Micron Technology (MU) 0.5 $801k 9.5k 84.17
Accenture Plc Ireland Shs Class A (ACN) 0.5 $784k 2.2k 351.86
Ishares Tr Msci Usa Value (VLUE) 0.5 $741k 7.0k 105.61
Boeing Company (BA) 0.5 $673k 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 665.00 916.27
Adobe Systems Incorporated (ADBE) 0.4 $605k 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 7.7k 72.23
UnitedHealth (UNH) 0.4 $533k 1.1k 505.86
Celestica (CLS) 0.4 $522k 5.7k 92.30
Quanta Services (PWR) 0.3 $518k 1.6k 316.05
Wal-Mart Stores (WMT) 0.3 $500k 5.5k 90.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $500k 18k 27.32
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.3 $482k 22k 21.90
Visa Com Cl A (V) 0.3 $455k 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 2.4k 178.10
Johnson & Johnson (JNJ) 0.3 $425k 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 5.2k 77.05
Select Sector Spdr Tr Technology (XLK) 0.3 $382k 1.6k 232.55
Ge Vernova (GEV) 0.3 $380k 1.2k 328.93
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $377k 2.9k 128.63
Builders FirstSource (BLDR) 0.2 $362k 2.5k 142.93
Boeing Dep Conv Pfd A (BA.PA) 0.2 $359k 5.9k 60.89
Gabelli Equity Trust (GAB) 0.2 $334k 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 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 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 2.4k 110.45
Ge Aerospace Com New (GE) 0.2 $259k 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 850.00 289.62
TJX Companies (TJX) 0.2 $242k 2.0k 120.81
Vanguard World Mega Grwth Ind (MGK) 0.2 $240k 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 1.6k 145.37
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $233k 1.1k 215.55
Exxon Mobil Corporation (XOM) 0.2 $232k 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 45k 1.35