Darden Wealth Group Inc Portfolio Holdings

Darden Wealth Group Inc

  • $124 Million
  • Q1 2025

Darden Wealth Group Inc has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $21M, Apple Inc. with a value of $8.82M, Microsoft Corp with a value of $6.75M, Amazon Com Inc with a value of $6.59M, and Alphabet Inc. with a value of $5.93M.

Examining the 13F form we can see an decrease of $148B in the current position value, from $149B to 124M.

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 $124 Million
Technology: $48.3 Million
ETFs: $35 Million
Communication Services: $9.53 Million
Consumer Cyclical: $8.72 Million
Industrials: $8.6 Million
Financial Services: $6.03 Million
Healthcare: $4.05 Million
Consumer Defensive: $2.15 Million
Other: $1.72 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.8 Million 3.06% of portfolio
74,397
Q1 2025 Added 2.08%
$0
$2.53 Million 2.04% of portfolio
143,685
Q1 2025 Reduced 1.73%
$0
$2.27 Million 1.83% of portfolio
16,884
Q1 2025 Added 4.83%
$0
$1.78 Million 1.44% of portfolio
30,559
Q1 2025 Added 0.13%
$0
$1.77 Million 1.43% of portfolio
15,945
Q1 2025 Reduced 0.65%
$0
$1.52 Million 1.23% of portfolio
14,546
Q1 2025 Reduced 2.55%
$0
$1.48 Million 1.19% of portfolio
2,637
Q1 2025 Reduced 0.9%
$0
$1.43 Million 1.15% of portfolio
11,266
Q1 2025 Reduced 1.92%
$0
$1.33 Million 1.07% of portfolio
27,491
Q1 2025 Reduced 1.11%
$0
$1.26 Million 1.01% of portfolio
24,833
Q1 2025 Added 14.26%
$0
$1.26 Million 1.01% of portfolio
11,366
Q1 2025 Reduced 0.95%
$0
$1.19 Million 0.96% of portfolio
23,475
Q1 2025 Reduced 4.86%
$0
$1.11 Million 0.9% of portfolio
11,920
Q1 2025 Reduced 0.86%
$0
$1.01 Million 0.81% of portfolio
18,801
Q1 2025 Reduced 0.31%
$0
$1 Million 0.81% of portfolio
3,644
Q1 2025 Reduced 0.6%
$0
$940,000 0.76% of portfolio
2,005
Q1 2025 Reduced 5.6%
$0
$814,000 0.66% of portfolio
14,250
Q1 2025 Added 0.71%
$0
$725,000 0.58% of portfolio
6,801
Q1 2025 Reduced 3.04%
$0
$694,000 0.56% of portfolio
3,285
Q1 2025 Reduced 1.79%
$0
$596,000 0.48% of portfolio
25,929
Q2 2024 Reduced 15.06%
$0
$545,000 0.44% of portfolio
2,121
Q3 2024 Reduced 5.27%
$0
$466,000 0.38% of portfolio
22,002
Q1 2025 Added 0.01%
$0
$471,000 0.38% of portfolio
16,877
Q1 2025 Reduced 7.71%
$0
$440,000 0.35% of portfolio
10,700
Q1 2025 Reduced 0.93%
$0
$413,000 0.33% of portfolio
2,417
Q1 2025 Reduced 1.19%
$0
$344,000 0.28% of portfolio
5,050
Q1 2025 Reduced 3.63%
$0
$348,000 0.28% of portfolio
2,859
Q1 2025 Reduced 2.39%
$0
$345,000 0.28% of portfolio
4,233
Q1 2024 Reduced 0.35%
$106B
$331,000 0.27% of portfolio
1,149
Q2 2024 Reduced 64.64%
$0
$330,000 0.27% of portfolio
1,602
Q1 2025 Reduced 2.44%
$0
$324,000 0.26% of portfolio
2,221
Q4 2024 Added 23.39%
$0
$282,000 0.23% of portfolio
6,122
Q1 2025 Reduced 4.94%
$0
$279,000 0.22% of portfolio
1,130
Q4 2023 New
$0
$276,000 0.22% of portfolio
5,673
Q1 2025 Reduced 2.56%
$0
$254,000 0.2% of portfolio
1,665
Q1 2025 Added 3.1%
$0
$214,000 0.17% of portfolio
828
Q2 2024 Reduced 75.12%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $124 Million
  • Prior Value $149 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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