Free Trial

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

About Darden Wealth Group Inc

Investment Activity

  • Darden Wealth Group Inc has $129.00 million in total holdings as of March 31, 2025.
  • Darden Wealth Group Inc owns shares of 98 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
  • Approximately 1.08% of the portfolio was purchased this quarter.
  • About 5.44% of the portfolio was sold this quarter.
  • This quarter, Darden Wealth Group Inc has purchased 106 new stocks and bought additional shares in 25 stocks.
  • Darden Wealth Group Inc sold shares of 50 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

NVIDIA
$20,953,601
Apple
$8,819,948
Microsoft
$6,754,597
Amazon.com
$6,590,225
Alphabet
$5,927,733

Largest New Holdings this Quarter

458140100 - Intel
$126,699 Holding

Largest Purchases this Quarter

Rocket Lab USA
18,500 shares (about $330.78K)
Berkshire Hathaway
320 shares (about $170.43K)
Janus Henderson AAA CLO ETF
3,100 shares (about $157.20K)
Meta Platforms
223 shares (about $128.53K)
Intel
5,579 shares (about $126.70K)

Largest Sales this Quarter

NVIDIA
5,331 shares (about $577.78K)
Broadcom
2,580 shares (about $431.97K)
Eaton
1,376 shares (about $374.06K)
Apple
1,104 shares (about $245.23K)
CrowdStrike
576 shares (about $203.09K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDarden Wealth Group Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Co. stock logo
NVDA
NVIDIA
$20,953,601$577,775 -2.7%193,33416.2%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$8,819,948$245,233 -2.7%39,7066.8%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$6,754,597$131,390 -1.9%17,9935.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,590,225$35,388 -0.5%34,6385.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,927,733$114,435 -1.9%38,3324.6%Computer and Technology
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$3,798,001$77,546 2.1%74,3972.9%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$3,255,676$431,969 -11.7%19,4452.5%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$2,757,880$203,086 -6.9%7,8222.1%Computer and Technology
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$2,527,434$44,591 -1.7%143,6852.0%ETF
Eaton Co. plc stock logo
ETN
Eaton
$2,398,779$374,062 -13.5%8,8241.9%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$2,297,830$24,997 -1.1%14,7081.8%Computer and Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$2,267,431$104,481 4.8%16,8841.8%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,783,140$2,392 0.1%30,5591.4%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$1,771,353$11,665 -0.7%15,9451.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,639,281$170,426 11.6%3,0781.3%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$1,553,920$27,406 1.8%2,8351.2%Business Services
ARISTA NETWORKS INC
$1,541,464$131,251 -7.8%19,8951.2%COM
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,521,156$39,739 -2.5%14,5461.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,475,224$13,426 -0.9%2,6371.1%Finance
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$1,431,758$27,959 -1.9%11,2661.1%Manufacturing
Chevron Co. stock logo
CVX
Chevron
$1,415,440$53,533 3.9%8,4611.1%Energy
Trane Technologies plc stock logo
TT
Trane Technologies
$1,396,586$20,216 -1.4%4,1451.1%Construction
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,369,360$175,151 -11.3%1,7201.1%Computer and Technology
RTX Co. stock logo
RTX
RTX
$1,363,675$14,836 -1.1%10,2951.1%Aerospace
iShares Core 1-5 Year USD Bond ETF stock logo
ISTB
iShares Core 1-5 Year USD Bond ETF
$1,329,193$14,892 -1.1%27,4911.0%Manufacturing
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$1,259,281$157,201 14.3%24,8331.0%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,255,521$12,040 -0.9%11,3661.0%ETF
Rocket Lab USA, Inc. stock logo
RKLB
Rocket Lab USA
$1,220,310$330,780 37.2%68,2500.9%Aerospace
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,197,2860.0%4,8800.9%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,193,439$8,259 -0.7%1,4450.9%Medical
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$1,189,290$60,794 -4.9%23,4750.9%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,154,550$71,669 -5.8%6,7660.9%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,113,963$9,719 -0.9%11,9200.9%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,064,536$128,528 13.7%1,8470.8%Computer and Technology
ASML Holding stock logo
ASML
ASML
$1,039,217$26,511 2.6%1,5680.8%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,014,730$3,184 -0.3%18,8010.8%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,012,4000.0%4,8320.8%Medical
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,001,709$6,048 -0.6%3,6440.8%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$946,454$18,328 -1.9%2,5820.7%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$940,235$55,804 -5.6%2,0050.7%Finance
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$885,182$85 0.0%20,8180.7%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$843,327$16,510 2.0%9,7050.7%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$814,245$5,714 0.7%14,2500.6%ETF
iShares MSCI USA Value Factor ETF stock logo
VLUE
iShares MSCI USA Value Factor ETF
$725,344$22,717 -3.0%6,8010.6%ETF
The Boeing Company stock logo
BA
Boeing
$699,766$51,677 8.0%4,1030.5%Aerospace
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$694,806$12,691 -1.8%3,2850.5%Manufacturing
Accenture plc stock logo
ACN
Accenture
$662,918$32,459 -4.7%2,1240.5%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$650,696$21,753 3.5%6880.5%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$623,224$7,501 -1.2%3,6560.5%Consumer Staples
NEXTERA ENERGY INC
$617,627$6,867 -1.1%15,2010.5%UNIT 09/01/2025
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$595,9780.0%25,9290.5%ETF
BLACKROCK INC
$555,964$36,938 -6.2%5870.4%COM
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$552,0320.0%1,0540.4%Medical
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$545,1600.0%2,1210.4%ETF
Visa Inc. stock logo
V
Visa
$512,022$7,009 1.4%1,4610.4%Business Services
LAM RESEARCH CORP
$510,354$48,709 -8.7%7,0200.4%COM
Walmart Inc. stock logo
WMT
Walmart
$510,134$24,146 5.0%5,8100.4%Retail/Wholesale
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$496,726$1,457 0.3%4,4330.4%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$496,291$77,748 -13.5%1,9150.4%Auto/Tires/Trucks
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$481,290$5,805 -1.2%2,9020.4%Medical
LINDE PLC
$473,555$5,122 1.1%1,0170.4%SHS
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$471,880$39,424 -7.7%16,8770.4%ETF
Virtus InfraCap U.S. Preferred Stock ETF stock logo
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
$466,681$42 0.0%22,0020.4%ETF
McDonald's Co. stock logo
MCD
McDonald's
$443,5650.0%1,4200.3%Retail/Wholesale
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$440,091$4,113 -0.9%10,7000.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$413,146$4,957 -1.2%2,4170.3%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$404,146$12,709 -3.0%1,5900.3%Construction
CELESTICA INC
$392,079$53,197 -11.9%4,9750.3%COM
GE VERNOVA INC
$378,852$25,949 7.4%1,2410.3%COM
The Coca-Cola Company stock logo
KO
Coca-Cola
$363,9010.0%5,0810.3%Consumer Staples
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$348,851$8,541 -2.4%2,8590.3%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$345,7930.0%4,2330.3%Manufacturing
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$344,512$12,962 -3.6%5,0500.3%Manufacturing
The Gabelli Equity Trust Inc. stock logo
GAB
The Gabelli Equity Trust
$341,6200.0%62,0000.3%Finance
BOEING CO
$341,031$11,966 -3.4%5,7000.3%DEP CONV PFD A
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$331,0720.0%1,1490.3%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$330,942$8,263 -2.4%1,6020.3%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$324,3210.0%2,2210.3%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$318,4640.0%6400.2%Medical
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$311,803$19,208 6.6%6980.2%Aerospace
GE Aerospace stock logo
GE
GE Aerospace
$311,042$600 0.2%1,5540.2%Industrials
International Business Machines Co. stock logo
IBM
International Business Machines
$298,392$12,433 -4.0%1,2000.2%Computer and Technology
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$282,138$14,655 -4.9%6,1220.2%Manufacturing
United Rentals, Inc. stock logo
URI
United Rentals
$282,0150.0%4500.2%Construction
American International Group, Inc. stock logo
AIG
American International Group
$281,0770.0%3,2330.2%Finance
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$279,7390.0%1,1300.2%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$279,5410.0%2,3960.2%Finance
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$276,989$7,275 -2.6%5,6730.2%ETF
Oracle Co. stock logo
ORCL
Oracle
$265,6390.0%1,9000.2%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$256,2940.0%2,1550.2%Energy
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$255,035$7,659 3.1%1,6650.2%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$244,2090.0%2,0050.2%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$239,939$1,382 0.6%2,4310.2%Consumer Discretionary
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$232,7980.0%1,7000.2%Finance
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$220,1640.0%4300.2%Aerospace
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$214,1370.0%8280.2%ETF
Intel Co. stock logo
INTC
Intel
$126,699$126,699 New Holding5,5790.1%Computer and Technology
Sachem Capital Corp. stock logo
SACH
Sachem Capital
$48,720$3,364 -6.5%42,0000.0%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$1,277,837 -100.0%00.0%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$0$605,209 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data