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Series Portfolios Tr shares owned by Darden Wealth Group

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by Darden Wealth Group from 13F filings

Historical chart of Darden Wealth Group investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Darden Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Darden Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 54k 26.82
2025-06-30 $496k 19k 26.74

More positions owned by Darden Wealth Group

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Inc Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Rocket Lab Corp (RKLB)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Crowdstrike Hldgs Cl A (CRWD)
Alphabet Inc Cap Stk Cl C CL C (GOOG)
Eaton Corp SHS (ETN)
Arista Networks Com Shs (ANET)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Applovin Corp Com Cl A (APP)
Ishares Tr Select Divid Etf (DVY)

View all positions for Darden Wealth Group

Top funds holding Series Portfolios Tr

SRS Capital Advisors
Security Benefit Life Insurance
Goldman Sachs Group
Kovitz Investment Group Partners
Guardian Financial Partners
Black Swift Group
Wright Fund Managment
Brookstone Capital Management
Ball & Co Wealth Management
State of New Jersey Common Pension Fund D
Gradient Investments
Kestra Advisory Services
Bienville Capital Management
Carmel Capital Partners
Stifel Financial

View all funds holding Series Portfolios Tr