Darden Wealth Group Inc Top Holdings and 13F Report (2025)

About Darden Wealth Group Inc

Investment Activity

Darden Wealth Group Inc has $165.84 million in total holdings as of June 30, 2025.
Darden Wealth Group Inc owns shares of 132 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 13.60% of the portfolio was purchased this quarter.
About 5.26% of the portfolio was sold this quarter.
This quarter, Darden Wealth Group Inc has purchased 98 new stocks and bought additional shares in 25 stocks.
Darden Wealth Group Inc sold shares of 53 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

NVIDIA: $29,633,336
Microsoft: $8,818,853
Amazon.com: $7,362,290
Apple: $7,334,434
Alphabet: $6,320,945

Largest New Holdings this Quarter

773121108 - ROCKET LAB CORP: $2,929,563 Holding
25434V203 - Dimensional International Core Equity Market ETF: $1,253,854 Holding
03831W108 - APPLOVIN CORP: $1,235,082 Holding
46432F842 - iShares Core MSCI EAFE ETF: $1,120,802 Holding
58733R102 - MercadoLibre: $1,084,656 Holding

Largest Purchases this Quarter

ROCKET LAB CORP: 81,900 shares (about $2.93M)
Dimensional International Core Equity Market ETF: 36,270 shares (about $1.25M)
APPLOVIN CORP: 3,528 shares (about $1.24M)
iShares Core MSCI EAFE ETF: 13,426 shares (about $1.12M)
MercadoLibre: 415 shares (about $1.08M)

Largest Sales this Quarter

NVIDIA: 5,770 shares (about $911.61K)
Apple: 3,958 shares (about $812.06K)
Alphabet: 2,465 shares (about $434.41K)
CrowdStrike: 718 shares (about $365.68K)
Chevron: 2,390 shares (about $342.22K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$29,633,336	$911,605 ▼	-3.0%	187,564	17.9%	Computer and Technology
MSFT Microsoft	$8,818,853	$131,320 ▼	-1.5%	17,729	5.3%	Computer and Technology
AMZN Amazon.com	$7,362,290	$236,941 ▼	-3.1%	33,558	4.4%	Retail/Wholesale
AAPL Apple	$7,334,434	$812,065 ▼	-10.0%	35,748	4.4%	Computer and Technology
GOOGL Alphabet	$6,320,945	$434,414 ▼	-6.4%	35,867	3.8%	Computer and Technology
AVGO Broadcom	$5,308,743	$51,271 ▼	-1.0%	19,259	3.2%	Computer and Technology
FLOT iShares Floating Rate Bond ETF	$3,871,772	$76,020 ▲	2.0%	75,887	2.3%	ETF
CRWD CrowdStrike	$3,618,138	$365,685 ▼	-9.2%	7,104	2.2%	Computer and Technology
ETN Eaton	$3,068,171	$82,113 ▼	-2.6%	8,594	1.9%	Industrials
ROCKET LAB CORP	$2,929,563	$2,929,563 ▲	New Holding	81,900	1.8%	COM
FPE First Trust Preferred Securities and Income ETF	$2,665,521	$107,922 ▲	4.2%	149,748	1.6%	ETF
GOOG Alphabet	$2,539,870	$69,182 ▼	-2.7%	14,318	1.5%	Computer and Technology
DVY iShares Select Dividend ETF	$2,152,548	$89,916 ▼	-4.0%	16,207	1.3%	ETF
META Meta Platforms	$2,112,414	$749,161 ▲	55.0%	2,862	1.3%	Computer and Technology
ARISTA NETWORKS INC	$2,052,850	$17,393 ▲	0.9%	20,065	1.2%	SHS
IJH iShares Core S&P Mid-Cap ETF	$1,775,731	$119,577 ▼	-6.3%	28,631	1.1%	ETF
TT Trane Technologies	$1,769,393	$43,743 ▼	-2.4%	4,045	1.1%	Construction
TIP iShares TIPS Bond ETF	$1,700,621	$54,032 ▼	-3.1%	15,454	1.0%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$1,679,087	$15,341 ▼	-0.9%	11,164	1.0%	Manufacturing
NOW ServiceNow	$1,632,591	$135,707 ▼	-7.7%	1,588	1.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,621,539	$8,034 ▼	-0.5%	2,624	1.0%	Finance
JAAA Janus Henderson AAA CLO ETF	$1,620,600	$360,325 ▲	28.6%	31,933	1.0%	ETF
RTX RTX	$1,595,561	$92,285 ▲	6.1%	10,927	1.0%	Aerospace
MA Mastercard	$1,593,100		0.0%	2,835	1.0%	Business Services
IJR iShares Core S&P Small-Cap ETF	$1,459,024	$130,711 ▼	-8.2%	13,350	0.9%	ETF
BRK.B Berkshire Hathaway	$1,407,761	$87,439 ▼	-5.8%	2,898	0.8%	Finance
JPM JPMorgan Chase & Co.	$1,354,142	$60,893 ▼	-4.3%	4,670	0.8%	Finance
ISTB iShares Core 1-5 Year USD Bond ETF	$1,335,125	$2,335 ▼	-0.2%	27,443	0.8%	Manufacturing
PANW Palo Alto Networks	$1,266,926	$117,668 ▼	-8.5%	6,191	0.8%	Computer and Technology
SHV iShares Short Treasury Bond ETF	$1,261,068	$5,963 ▲	0.5%	11,420	0.8%	ETF
DFAI Dimensional International Core Equity Market ETF	$1,253,854	$1,253,854 ▲	New Holding	36,270	0.8%	ETF
APPLOVIN CORP	$1,235,082	$1,235,082 ▲	New Holding	3,528	0.7%	CL A
TFLO iShares Treasury Floating Rate Bond ETF	$1,183,991	$5,065 ▼	-0.4%	23,375	0.7%	ETF
MU Micron Technology	$1,170,097	$26,131 ▼	-2.2%	9,493	0.7%	Computer and Technology
ASML ASML	$1,140,699	$116,234 ▼	-9.2%	1,423	0.7%	Computer and Technology
VO Vanguard Mid-Cap ETF	$1,127,155	$895,456 ▲	386.5%	4,028	0.7%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,120,802	$1,120,802 ▲	New Holding	13,426	0.7%	ETF
VTI Vanguard Total Stock Market ETF	$1,089,195	$18,543 ▼	-1.7%	3,583	0.7%	ETF
MELI MercadoLibre	$1,084,656	$1,084,656 ▲	New Holding	415	0.7%	Retail/Wholesale
QQQ Invesco QQQ	$1,068,550	$37,512 ▼	-3.4%	1,937	0.6%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$1,064,506	$64,175 ▼	-5.7%	17,732	0.6%	ETF
BA Boeing	$1,047,650	$187,948 ▲	21.9%	5,000	0.6%	Aerospace
LLY Eli Lilly and Company	$1,032,877	$93,544 ▼	-8.3%	1,325	0.6%	Medical
SMH VanEck Semiconductor ETF	$941,450	$25,105 ▲	2.7%	3,375	0.6%	Manufacturing
HD Home Depot	$910,178	$36,671 ▼	-3.9%	2,482	0.5%	Retail/Wholesale
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$898,207	$86 ▲	0.0%	20,820	0.5%	ETF
CELESTICA INC	$890,295	$113,648 ▲	14.6%	5,703	0.5%	COM
CVX Chevron	$869,306	$342,224 ▼	-28.2%	6,071	0.5%	Energy
DGRO iShares Core Dividend Growth ETF	$863,190	$863,190 ▲	New Holding	13,500	0.5%	ETF
ABBV AbbVie	$858,864	$38,052 ▼	-4.2%	4,627	0.5%	Medical
XLE Energy Select Sector SPDR Fund	$801,024	$210,010 ▼	-20.8%	9,444	0.5%	ETF
VOO Vanguard S&P 500 ETF	$767,673	$767,673 ▲	New Holding	1,351	0.5%	ETF
COST Costco Wholesale	$760,274	$79,195 ▲	11.6%	768	0.5%	Retail/Wholesale
BNDX Vanguard Total International Bond ETF	$719,859	$438,976 ▲	156.3%	14,539	0.4%	ETF
VLUE iShares MSCI USA Value Factor ETF	$699,557	$70,420 ▼	-9.1%	6,179	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$686,514	$686,514 ▲	New Holding	12,042	0.4%	ETF
TSLA Tesla	$680,745	$72,426 ▲	11.9%	2,143	0.4%	Auto/Tires/Trucks
JEPI JPMorgan Equity Premium Income ETF	$667,988	$142,125 ▼	-17.5%	11,750	0.4%	ETF
GE VERNOVA INC	$667,258	$10,583 ▲	1.6%	1,261	0.4%	COM
VV Vanguard Large-Cap ETF	$605,121		0.0%	2,121	0.4%	ETF
PWR Quanta Services	$601,147		0.0%	1,590	0.4%	Construction
NEXTERA ENERGY INC	$598,842	$5,246 ▼	-0.9%	15,069	0.4%	UNIT 9/1/2025
GOVT iShares U.S. Treasury Bond ETF	$595,848		0.0%	25,929	0.4%	ETF
GLD SPDR Gold Shares	$569,118	$218,868 ▲	62.5%	1,867	0.3%	Finance
WMT Walmart	$568,185		0.0%	5,810	0.3%	Retail/Wholesale
PG Procter & Gamble	$553,477	$29,164 ▼	-5.0%	3,473	0.3%	Consumer Staples
ACN Accenture	$535,152	$99,855 ▼	-15.7%	1,790	0.3%	Computer and Technology
ORCL Oracle	$520,339	$104,942 ▲	25.3%	2,380	0.3%	Computer and Technology
GILD Gilead Sciences	$514,335	$22,840 ▲	4.6%	4,639	0.3%	Medical
V Visa	$513,402	$5,326 ▼	-1.0%	1,446	0.3%	Business Services
CLOZ Eldridge BBB-B CLO ETF	$496,027	$496,027 ▲	New Holding	18,550	0.3%	ETF
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$488,102	$488,102 ▲	New Holding	4,909	0.3%	ETF
PFFA Virtus InfraCap U.S. Preferred Stock ETF	$477,160	$18,851 ▲	4.1%	22,907	0.3%	ETF
LINDE PLC	$477,156		0.0%	1,017	0.3%	SHS
BLACKROCK INC	$476,781	$139,674 ▼	-22.7%	454	0.3%	COM
SCHD Schwab US Dividend Equity ETF	$450,933	$3,684 ▲	0.8%	17,016	0.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$442,038		0.0%	2,417	0.3%	ETF
AMD Advanced Micro Devices	$438,765	$438,765 ▲	New Holding	3,092	0.3%	Computer and Technology
SRLN SPDR Blackstone Senior Loan ETF	$424,218	$20,795 ▼	-4.7%	10,200	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$416,224	$10,387 ▲	2.6%	1,643	0.3%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$415,420	$101,308 ▲	32.3%	2,202	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$405,961	$405,961 ▲	New Holding	2,978	0.2%	CL A
COREWEAVE INC COM	$400,312	$400,312 ▲	New Holding	2,455	0.2%	COM CL A
AMAT Applied Materials	$397,262	$397,262 ▲	New Holding	2,170	0.2%	Computer and Technology
LAM RESEARCH CORP	$396,174	$287,153 ▼	-42.0%	4,070	0.2%	COM NEW
ALCC AltC Acquisition	$389,131	$389,131 ▲	New Holding	6,950	0.2%	Energy
ITOT iShares Core S&P Total U.S. Stock Market ETF	$386,107		0.0%	2,859	0.2%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$378,585	$32,566 ▼	-7.9%	4,650	0.2%	Manufacturing
ESGD iShares ESG Aware MSCI EAFE ETF	$377,668		0.0%	4,233	0.2%	Manufacturing
URI United Rentals	$376,700	$37,670 ▲	11.1%	500	0.2%	Construction
GE GE Aerospace	$374,258	$25,740 ▼	-6.4%	1,454	0.2%	Aerospace
BOEING CO	$367,200	$20,400 ▼	-5.3%	5,400	0.2%	DEP CONV PFD A
KO CocaCola	$359,481		0.0%	5,081	0.2%	Consumer Staples
EWG iShares MSCI Germany ETF	$358,577	$358,577 ▲	New Holding	8,475	0.2%	ETF
JNJ Johnson & Johnson	$352,242	$91,039 ▼	-20.5%	2,306	0.2%	Medical
IBM International Business Machines	$341,650	$12,086 ▼	-3.4%	1,159	0.2%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$341,274	$341,274 ▲	New Holding	6,900	0.2%	ETF
MS Morgan Stanley	$337,501		0.0%	2,396	0.2%	Finance
GAB Gabelli Equity Trust	$331,740	$29,100 ▼	-8.1%	57,000	0.2%	Finance
LMT Lockheed Martin	$323,271		0.0%	698	0.2%	Aerospace

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

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
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

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.

Darden Wealth Group Inc Top Holdings and 13F Report (2025)

About Darden Wealth Group Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Darden Wealth Group Inc Top Holdings and 13F Report (2025)

About Darden Wealth Group Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDarden Wealth Group Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools