Darden Wealth Group Inc Top Holdings and 13F Report (2025) About Darden Wealth Group IncInvestment ActivityDarden Wealth Group Inc has $148.53 million in total holdings as of December 31, 2024.Darden Wealth Group Inc owns shares of 106 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 8.01% of the portfolio was purchased this quarter.About 4.57% of the portfolio was sold this quarter.This quarter, Darden Wealth Group Inc has purchased 104 new stocks and bought additional shares in 39 stocks.Darden Wealth Group Inc sold shares of 33 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $26,678,797Apple $10,219,689Microsoft $7,731,804Amazon.com $7,640,037Alphabet $7,396,395 Largest New Holdings this Quarter ARISTA NETWORKS INC $2,386,232 HoldingRocket Lab USA $1,267,132 HoldingCELESTICA INC $521,495 HoldingVirtus InfraCap U.S. Preferred Stock ETF $481,814 HoldingGE VERNOVA INC $380,243 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 21,589 shares (about $2.39M)Rocket Lab USA 49,750 shares (about $1.27M)ServiceNow 925 shares (about $980.61K)Broadcom 3,085 shares (about $715.23K)CrowdStrike 2,040 shares (about $698.01K) Largest Sales this Quarter NVIDIA 9,749 shares (about $1.31M)Builders FirstSource 2,460 shares (about $351.61K)Advanced Micro Devices 1,997 shares (about $241.22K)Apple 896 shares (about $224.38K)Adobe 433 shares (about $192.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDarden Wealth Group Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$26,678,797$1,309,197 ▼-4.7%198,66518.0%Computer and TechnologyAAPLApple$10,219,689$224,377 ▼-2.1%40,8106.9%Computer and TechnologyMSFTMicrosoft$7,731,804$56,904 ▼-0.7%18,3435.2%Computer and TechnologyAMZNAmazon.com$7,640,037$175,512 ▲2.4%34,8245.1%Retail/WholesaleGOOGLAlphabet$7,396,395$119,260 ▼-1.6%39,0725.0%Computer and TechnologyAVGOBroadcom$5,106,276$715,226 ▲16.3%22,0253.4%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$3,708,041$12,924 ▼-0.3%72,8782.5%ETFETNEaton$3,385,259$42,814 ▲1.3%10,2002.3%Industrial ProductsCRWDCrowdStrike$2,873,459$698,006 ▲32.1%8,3981.9%Computer and TechnologyGOOGAlphabet$2,831,461$33,327 ▲1.2%14,8681.9%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$2,588,107$55,720 ▲2.2%146,2201.7%ETFARISTA NETWORKS INC$2,386,232$2,386,232 ▲New Holding21,5891.6%COMDVYiShares Select Dividend ETF$2,114,665$1,838 ▼-0.1%16,1061.4%ETFNOWServiceNow$2,056,632$980,611 ▲91.1%1,9401.4%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,901,605$11,278 ▼-0.6%30,5181.3%ETFIJRiShares Core S&P Small-Cap ETF$1,719,864$1,728 ▲0.1%14,9261.2%ETFTIPiShares TIPS Bond ETF$1,710,150$29,621 ▼-1.7%16,0501.2%ETFIUSGiShares Core S&P U.S. Growth ETF$1,600,674$11,149 ▼-0.7%11,4861.1%ManufacturingSPYSPDR S&P 500 ETF Trust$1,560,087$22,865 ▲1.5%2,6611.1%FinanceTTTrane Technologies$1,553,175$3,324 ▼-0.2%4,2051.0%ConstructionMAMastercard$1,466,4970.0%2,7851.0%Business ServicesISTBiShares Core 1-5 Year USD Bond ETF$1,327,984$3,392 ▲0.3%27,7990.9%ManufacturingPANWPalo Alto Networks$1,307,564$652,872 ▲99.7%7,1860.9%Computer and TechnologyAMDAdvanced Micro Devices$1,277,837$241,218 ▼-15.9%10,5790.9%Computer and TechnologyRKLBRocket Lab USA$1,267,132$1,267,132 ▲New Holding49,7500.9%AerospaceSHViShares Short Treasury Bond ETF$1,263,557$15,306 ▼-1.2%11,4750.9%ETFBRK.BBerkshire Hathaway$1,250,146$56,660 ▲4.7%2,7580.8%FinanceTFLOiShares Treasury Floating Rate Bond ETF$1,245,394$20,441 ▼-1.6%24,6750.8%ETFRTXRTX$1,204,298$56,819 ▲5.0%10,4070.8%AerospaceCVXChevron$1,179,142$55,039 ▲4.9%8,1410.8%Oils/EnergyJPMJPMorgan Chase & Co.$1,170,001$117,480 ▲11.2%4,8800.8%FinanceLLYEli Lilly and Company$1,123,260$46,320 ▼-4.0%1,4550.8%MedicalJAAAJanus Henderson AAA CLO ETF$1,102,080$141,988 ▲14.8%21,7330.7%ETFQQQInvesco QQQ$1,086,137$7,670 ▼-0.7%2,1240.7%FinanceVTIVanguard Total Stock Market ETF$1,062,646$8,696 ▼-0.8%3,6660.7%ETFASMLASML$1,059,211$12,478 ▼-1.2%1,5280.7%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$1,029,986$25,955 ▼-2.5%12,0240.7%ETFHDHome Depot$1,024,0100.0%2,6320.7%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$984,908$36,712 ▼-3.6%18,8600.7%ETFMETAMeta Platforms$950,868$327,886 ▲52.6%1,6240.6%Computer and TechnologyTSLATesla$894,505$20,192 ▲2.3%2,2150.6%Auto/Tires/TrucksSHYGiShares 0-5 Year High Yield Corporate Bond ETF$886,984$101,626 ▲12.9%20,8160.6%ETFABBVAbbVie$858,646$17,770 ▲2.1%4,8320.6%MedicalJEPIJPMorgan Equity Premium Income ETF$814,049$77,665 ▲10.5%14,1500.5%ETFSMHVanEck Semiconductor ETF$810,109$25,914 ▼-3.1%3,3450.5%ManufacturingMUMicron Technology$800,840$50,920 ▼-6.0%9,5150.5%Computer and TechnologyACNAccenture$783,951$47,853 ▲6.5%2,2280.5%Computer and TechnologyVLUEiShares MSCI USA Value Factor ETF$740,773$106 ▲0.0%7,0140.5%ETFBABoeing$672,600$37,347 ▼-5.3%3,8000.5%AerospaceBLACKROCK INC$642,1300.0%6260.4%COMNEXTERA ENERGY INC$628,962$8,266 ▼-1.3%15,3700.4%UNIT 09/01/2025PGProcter & Gamble$620,471$8,385 ▼-1.3%3,7000.4%Consumer StaplesCOSTCostco Wholesale$609,319$22,907 ▲3.9%6650.4%Retail/WholesaleADBEAdobe$605,209$192,546 ▼-24.1%1,3610.4%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$595,8480.0%25,9290.4%ETFVVVanguard Large-Cap ETF$572,0330.0%2,1210.4%ETFLAM RESEARCH CORP$555,448$501,781 ▲935.0%7,6900.4%COMUNHUnitedHealth Group$533,1760.0%1,0540.4%MedicalCELESTICA INC$521,495$521,495 ▲New Holding5,6500.4%COMPWRQuanta Services$518,3220.0%1,6400.3%ConstructionWMTWalmart$500,163$67,773 ▲15.7%5,5350.3%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$499,600$333,249 ▲200.3%18,2870.3%ETFPFFAVirtus InfraCap U.S. Preferred Stock ETF$481,814$481,814 ▲New Holding22,0000.3%ETFVVisa$455,413$17,382 ▲4.0%1,4410.3%Business ServicesSRLNSPDR Blackstone Senior Loan ETF$450,684$8,346 ▲1.9%10,8000.3%ETFQUALiShares MSCI USA Quality Factor ETF$435,644$13,002 ▼-2.9%2,4460.3%ETFJNJJohnson & Johnson$424,769$13,595 ▼-3.1%2,9370.3%MedicalLINDE PLC$421,182$2,512 ▲0.6%1,0060.3%SHSMCDMcDonald's$411,6430.0%1,4200.3%Retail/WholesaleGILDGilead Sciences$408,2820.0%4,4200.3%MedicalAIRRFirst Trust RBA American Industrial Renaissance ETF$403,730$149,473 ▲58.8%5,2400.3%ManufacturingXLKTechnology Select Sector SPDR Fund$381,843$43,486 ▲12.9%1,6420.3%ETFGE VERNOVA INC$380,243$380,243 ▲New Holding1,1560.3%COMITOTiShares Core S&P Total U.S. Stock Market ETF$376,754$27,012 ▲7.7%2,9290.3%ETFBLDRBuilders FirstSource$361,612$351,607 ▼-49.3%2,5300.2%Retail/WholesaleBOEING CO$359,251$359,251 ▲New Holding5,9000.2%DEP CONV PFD AGABThe Gabelli Equity Trust$333,560$26,900 ▼-7.5%62,0000.2%FinanceTMOThermo Fisher Scientific$332,9470.0%6400.2%MedicalESGDiShares ESG Aware MSCI EAFE ETF$322,3000.0%4,2330.2%ManufacturingLMTLockheed Martin$318,290$80,180 ▲33.7%6550.2%AerospaceURIUnited Rentals$316,9980.0%4500.2%ConstructionORCLOracle$316,6160.0%1,9000.2%Computer and TechnologyKOCoca-Cola$316,3430.0%5,0810.2%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$305,557$57,920 ▲23.4%2,2210.2%ETFMSMorgan Stanley$301,2250.0%2,3960.2%FinanceIUSBiShares Core Total USD Bond Market ETF$291,099$2,531 ▼-0.9%6,4400.2%ManufacturingVISVanguard Industrials ETF$287,4690.0%1,1300.2%ETFBNDXVanguard Total International Bond ETF$285,595$343 ▲0.1%5,8220.2%ETFAPOApollo Global Management$280,7720.0%1,7000.2%FinanceGLDSPDR Gold Shares$278,2070.0%1,1490.2%FinanceIBMInternational Business Machines$274,7870.0%1,2500.2%Computer and TechnologyDISWalt Disney$269,132$445 ▲0.2%2,4170.2%Consumer DiscretionaryMRVLMarvell Technology$263,975$263,975 ▲New Holding2,3900.2%Computer and TechnologyGEGeneral Electric$258,691$41,697 ▼-13.9%1,5510.2%TransportationNUMGNuveen ESG Mid-Cap Growth ETF$256,4670.0%5,4130.2%ETFMSTRMicroStrategy$246,177$246,177 ▲New Holding8500.2%Computer and TechnologyTJXTJX Companies$242,2240.0%2,0050.2%Retail/WholesaleMGKVanguard Mega Cap Growth ETF$240,387$8,929 ▲3.9%7000.2%ETFAIGAmerican International Group$235,3620.0%3,2330.2%FinanceITAiShares U.S. Aerospace & Defense ETF$234,769$29,800 ▲14.5%1,6150.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
