Darden Wealth Group Inc Portfolio Holdings

Darden Wealth Group Inc

  • $149 Billion
  • Q4 2024

Darden Wealth Group Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $26.7B, Apple Inc. with a value of $10.2B, Microsoft Corp with a value of $7.73B, Amazon Com Inc with a value of $7.64B, and Alphabet Inc. with a value of $7.4B.

Examining the 13F form we can see an increase of $9.09B in the current position value, from $139B to 149B.

Darden Wealth Group Inc is based out at Ann Arbor, MI

Below you can find more details about Darden Wealth Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $149 Billion
Technology: $61.6 Billion
ETFs: $36.6 Billion
Communication Services: $11.4 Billion
Consumer Cyclical: $10.2 Billion
Industrials: $10.1 Billion
Financial Services: $5.49 Billion
Healthcare: $3.68 Billion
Consumer Defensive: $2.05 Billion
Other: $1.47 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$270B
$26.7 Billion 17.96% of portfolio
198,665
Q4 2024 Reduced 4.68%
$3.57T
$10.2 Billion 6.88% of portfolio
40,810
Q4 2024 Reduced 2.15%
$2.8T
$7.73 Billion 5.21% of portfolio
18,343
Q4 2024 Reduced 0.73%
$1.94T
$7.64 Billion 5.14% of portfolio
34,824
Q4 2024 Added 2.35%
$922B
$7.4 Billion 4.98% of portfolio
39,072
Q4 2024 Reduced 1.59%
$67.8B
$5.11 Billion 3.44% of portfolio
22,025
Q4 2024 Added 16.29%
$108B
$3.39 Billion 2.28% of portfolio
10,200
Q4 2024 Added 1.28%
$75.7B
$2.87 Billion 1.93% of portfolio
8,398
Q4 2024 Added 32.09%
$951B
$2.83 Billion 1.91% of portfolio
14,868
Q4 2024 Added 1.19%
$161B
$2.06 Billion 1.38% of portfolio
1,940
Q4 2024 Added 91.13%
$78.1B
$1.55 Billion 1.05% of portfolio
4,205
Q4 2024 Reduced 0.21%
$523B
$1.47 Billion 0.99% of portfolio
2,785
Q3 2024 Reduced 0.14%
$51.1B
$1.31 Billion 0.88% of portfolio
7,186
Q4 2024 Added 99.72%
$166B
$1.28 Billion 0.86% of portfolio
10,579
Q4 2024 Reduced 15.88%
$8.73B
$1.27 Billion 0.85% of portfolio
49,750
Q4 2024 New
$683B
$1.25 Billion 0.84% of portfolio
2,758
Q4 2024 Added 4.75%
$327B
$1.18 Billion 0.79% of portfolio
8,141
Q4 2024 Added 4.9%
$720B
$1.17 Billion 0.79% of portfolio
4,880
Q4 2024 Added 11.16%
$785B
$1.12 Billion 0.76% of portfolio
1,455
Q4 2024 Reduced 3.96%
$263B
$1.06 Billion 0.71% of portfolio
1,528
Q4 2024 Reduced 1.16%
$375B
$1.02 Billion 0.69% of portfolio
2,632
Q3 2024 Reduced 0.23%
$1.3T
$951 Million 0.64% of portfolio
1,624
Q4 2024 Added 52.63%
$818B
$895 Million 0.6% of portfolio
2,215
Q4 2024 Added 2.31%
$370B
$859 Million 0.58% of portfolio
4,832
Q4 2024 Added 2.11%
$94.5B
$801 Million 0.54% of portfolio
9,515
Q4 2024 Reduced 5.98%
$197B
$784 Million 0.53% of portfolio
2,228
Q4 2024 Added 6.5%
$102B
$673 Million 0.45% of portfolio
3,800
Q4 2024 Reduced 5.26%
-
$629 Million 0.42% of portfolio
-
Q4 2024 Reduced 1.3%
$404B
$620 Million 0.42% of portfolio
3,700
Q4 2024 Reduced 1.33%
$178B
$605 Million 0.41% of portfolio
1,361
Q4 2024 Reduced 24.14%
$419B
$609 Million 0.41% of portfolio
665
Q4 2024 Added 3.91%
$490B
$533 Million 0.36% of portfolio
1,054
Q3 2024 Reduced 0.09%
$36.4B
$518 Million 0.35% of portfolio
1,640
Q3 2024 Added 2.5%
$238B
$500 Million 0.34% of portfolio
5,535
Q4 2024 Added 15.67%
$573B
$455 Million 0.31% of portfolio
1,441
Q4 2024 Added 3.97%
$434B
$425 Million 0.29% of portfolio
2,937
Q4 2024 Reduced 3.1%
$230B
$412 Million 0.28% of portfolio
1,420
Q4 2023 New
$140B
$408 Million 0.27% of portfolio
4,420
Q3 2024 Reduced 2.04%
$19.5B
$362 Million 0.24% of portfolio
2,530
Q4 2024 Reduced 49.3%
$0
$334 Million 0.22% of portfolio
62,000
Q4 2024 Reduced 7.46%
$195B
$333 Million 0.22% of portfolio
640
Q4 2023 New
$310B
$316 Million 0.21% of portfolio
5,081
Q4 2023 New
$377B
$317 Million 0.21% of portfolio
1,900
Q4 2023 New
$43.4B
$317 Million 0.21% of portfolio
450
Q4 2023 New
$117B
$318 Million 0.21% of portfolio
655
Q4 2024 Added 33.67%
$198B
$301 Million 0.2% of portfolio
2,396
Q4 2023 New
$223B
$275 Million 0.19% of portfolio
1,250
Q3 2024 New
$82.2B
$281 Million 0.19% of portfolio
1,700
Q2 2024 New
$180B
$269 Million 0.18% of portfolio
2,417
Q4 2024 Added 0.17%

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $149 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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