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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$629 Million 0.42% of portfolio
-
Q4 2024 Reduced 1.3%
$398B
$620 Million 0.42% of portfolio
3,700
Q4 2024 Reduced 1.33%
$163B
$605 Million 0.41% of portfolio
1,361
Q4 2024 Reduced 24.14%
$433B
$609 Million 0.41% of portfolio
665
Q4 2024 Added 3.91%
$0
$596 Million 0.4% of portfolio
25,929
Q2 2024 Reduced 15.06%
$0
$572 Million 0.39% of portfolio
2,121
Q3 2024 Reduced 5.27%
Lam Research Corp
-
$555 Million 0.37% of portfolio
-
Q4 2024 Added 934.99%
$400B
$533 Million 0.36% of portfolio
1,054
Q3 2024 Reduced 0.09%
Celestica Inc
-
$521 Million 0.35% of portfolio
-
Q4 2024 New
$37.5B
$518 Million 0.35% of portfolio
1,640
Q3 2024 Added 2.5%
$0
$500 Million 0.34% of portfolio
18,287
Q4 2024 Added 200.33%
$257B
$500 Million 0.34% of portfolio
5,535
Q4 2024 Added 15.67%
$0
$482 Million 0.32% of portfolio
22,000
Q4 2024 New
$542B
$455 Million 0.31% of portfolio
1,441
Q4 2024 Added 3.97%
$0
$451 Million 0.3% of portfolio
10,800
Q4 2024 Added 1.89%
$0
$436 Million 0.29% of portfolio
2,446
Q4 2024 Reduced 2.9%
$235B
$412 Million 0.28% of portfolio
1,420
Q4 2023 New
Linde PLC
-
$421 Million 0.28% of portfolio
-
Q4 2024 Added 0.6%
$132B
$408 Million 0.27% of portfolio
4,420
Q3 2024 Reduced 2.04%
$0
$404 Million 0.27% of portfolio
5,240
Q4 2024 Added 58.79%
$0
$382 Million 0.26% of portfolio
1,642
Q4 2024 Added 12.85%
Ge Vernova Inc
-
$380 Million 0.26% of portfolio
-
Q4 2024 New
$0
$377 Million 0.25% of portfolio
2,929
Q4 2024 Added 7.72%
Boeing CO
-
$359 Million 0.24% of portfolio
-
Q4 2024 New
$18.1B
$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%
$170B
$333 Million 0.22% of portfolio
640
Q4 2023 New
$0
$322 Million 0.22% of portfolio
4,233
Q1 2024 Reduced 0.35%
$0
$306 Million 0.21% of portfolio
2,221
Q4 2024 Added 23.39%
$320B
$316 Million 0.21% of portfolio
5,081
Q4 2023 New
$343B
$317 Million 0.21% of portfolio
1,900
Q4 2023 New
$39.8B
$317 Million 0.21% of portfolio
450
Q4 2023 New
$121B
$318 Million 0.21% of portfolio
655
Q4 2024 Added 33.67%
$187B
$301 Million 0.2% of portfolio
2,396
Q4 2023 New
$0
$291 Million 0.2% of portfolio
6,440
Q4 2024 Reduced 0.86%
$216B
$275 Million 0.19% of portfolio
1,250
Q3 2024 New
$107B
$278 Million 0.19% of portfolio
1,149
Q2 2024 Reduced 64.64%
$74.2B
$281 Million 0.19% of portfolio
1,700
Q2 2024 New
$0
$286 Million 0.19% of portfolio
5,822
Q4 2024 Added 0.12%
$0
$287 Million 0.19% of portfolio
1,130
Q4 2023 New
$157B
$269 Million 0.18% of portfolio
2,417
Q4 2024 Added 0.17%
$43.2B
$264 Million 0.18% of portfolio
2,390
Q4 2024 New
$3.2B
$246 Million 0.17% of portfolio
850
Q4 2024 New
$0
$256 Million 0.17% of portfolio
5,413
Q2 2024 Reduced 14.07%
$207B
$259 Million 0.17% of portfolio
1,551
Q4 2024 Reduced 13.88%
$451B
$232 Million 0.16% of portfolio
2,155
Q4 2024 Reduced 18.86%
$0
$233 Million 0.16% of portfolio
1,083
Q4 2024 New
$0
$235 Million 0.16% of portfolio
1,615
Q4 2024 Added 14.54%
$62.1B
$235 Million 0.16% of portfolio
3,233
Q4 2023 New

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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