Darden Wealth Group Inc Reduced Holdings in Q3 2025

Darden Wealth Group Inc

  • $174 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
-190
- 45.78%
$2292.04 - $2514.05 $435K - $478K
225 $525K
LLY
Eli Lilly & CO

Healthcare
-300
- 22.64%
$625.65 - $812.69 $188K - $244K
1.03K $782K
DGRO
Ishares Core Dividend Growth E

ETFs
-4.3K
- 31.85%
$64.12 - $68.08 $276K - $293K
9.2K $626K
ACN
Accenture PLC

Technology
-503
- 28.1%
$232.56 - $304.78 $117K - $153K
1.29K $317K
AMZN
Amazon Com Inc

Consumer Cyclical
-987
- 2.94%
$211.65 - $238.24 $209K - $235K
32.6K $7.15M
BNDX
Vanguard Total International B

ETFs
-2.07K
- 14.21%
$49.0 - $49.51 $101K - $102K
12.5K $616K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-198
- 14.66%
$567.77 - $614.76 $112K - $122K
1.15K $706K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-800
- 6.81%
$55.61 - $57.37 $44.5K - $45.9K
11K $625K
PG
Procter & Gamble CO

Consumer Defensive
-80
- 2.3%
$150.47 - $161.22 $12K - $12.9K
3.39K $521K
SHV
Ishares Tr

ETFs
-304
- 2.66%
$110.06 - $110.49 $33.5K - $33.6K
11.1K $1.23M
DIS
Walt Disney CO

Communication Services
-14
- 0.59%
$112.25 - $124.0 $1.57K - $1.74K
2.37K $271K
SRLN
Ssga Active Trust

ETFs
-550
- 5.39%
$41.28 - $41.65 $22.7K - $22.9K
9.65K $401K
CVX
Chevron Corp

Energy
-561
- 9.24%
$145.57 - $161.83 $81.7K - $90.8K
5.51K $855K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-351
- 5.71%
$45.6 - $46.92 $16K - $16.5K
5.8K $270K
ASML
Asml Holding Nv

Technology
-255
- 17.92%
$689.63 - $968.09 $176K - $247K
1.17K $1.13M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-307
- 1.47%
$42.75 - $43.37 $13.1K - $13.3K
20.5K $888K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-849
- 4.99%
$26.38 - $27.95 $22.4K - $23.7K
16.2K $441K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-240
- 0.87%
$48.31 - $48.93 $11.6K - $11.7K
27.2K $1.33M
SACH
Sachem Capital Corp.

Real Estate
-4.98K
- 13.47%
$1.05 - $1.31 $5.23K - $6.53K
32K $38K
PWR
Quanta Services, Inc.

Industrials
-150
- 9.43%
$372.29 - $421.68 $55.8K - $63.3K
1.44K $596K
XLE
Energy Sector Spdr

ETFs
-532
- 5.63%
$84.25 - $91.99 $44.8K - $48.9K
8.91K $796K
TIP
Ishares Tr Tips Bd ETF

ETFs
-194
- 1.26%
$109.11 - $111.88 $21.2K - $21.7K
15.3K $1.7M
Boeing CO
-500
- 9.26%
N/A
4.9K $0
Coreweave Inc Com Cl A
-345
- 14.05%
N/A
2.11K $0
Blackrock Inc Com
-36
- 7.93%
N/A
418 $0
ALCC
Alt C Acquisition Corp.

Financial Services
-814
- 11.71%
N/A
6.14K $0
Lam Research Corp Com New
-550
- 13.51%
N/A
3.52K $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-16
- 0.06%
$22.64 - $23.22 $362 - $372
25.9K $599K
AMAT
Applied Materials Inc

Technology
-200
- 9.22%
$156.25 - $204.95 $31.3K - $41K
1.97K $403K
WMT
Walmart Inc.

Consumer Defensive
-225
- 3.87%
$94.4 - $104.27 $21.2K - $23.5K
5.59K $575K
PFFA
Etfis Ser Tr I

ETFs
-95
- 0.41%
$20.94 - $22.43 $1.99K - $2.13K
22.8K $495K
LMT
Lockheed Martin Corp

Industrials
-11
- 1.58%
$410.74 - $499.21 $4.52K - $5.49K
687 $342K
MS
Morgan Stanley

Financial Services
-46
- 1.92%
$139.09 - $161.16 $6.4K - $7.41K
2.35K $373K
VLUE
Ishares Msci Usa Value Factor

ETFs
-290
- 4.69%
$111.55 - $125.05 $32.3K - $36.3K
5.89K $736K
CAT
Caterpillar Inc

Industrials
-20
- 3.74%
$390.92 - $477.15 $7.82K - $9.54K
515 $245K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-526
- 4.71%
$148.97 - $165.88 $78.4K - $87.3K
10.6K $1.75M
DVY
Ishares Tr

ETFs
-554
- 3.42%
$133.88 - $142.57 $74.2K - $79K
15.7K $2.22M
ETN
Eaton Corp PLC

Industrials
-116
- 1.35%
$342.99 - $392.76 $39.8K - $45.6K
8.48K $3.17M
JPM
Jpmorgan Chase & CO

Financial Services
-13
- 0.28%
$282.78 - $316.06 $3.68K - $4.11K
4.66K $1.47M
RTX
Raytheon Technologies Corp

Industrials
-67
- 0.61%
$144.19 - $167.33 $9.66K - $11.2K
10.9K $1.82M
TSLA
Tesla, Inc.

Consumer Cyclical
-100
- 4.67%
$293.94 - $444.72 $29.4K - $44.5K
2.04K $908K
AAPL
Apple Inc.

Technology
-1.02K
- 2.84%
$202.38 - $256.87 $206K - $261K
34.7K $8.84M
GOOGL
Alphabet Inc.

Communication Services
-210
- 0.59%
$174.36 - $254.72 $36.6K - $53.5K
35.7K $8.67M
NVDA
Nvidia Corp

Technology
-4.24K
- 2.26%
$153.3 - $186.58 $649K - $790K
183K $34.2M
Activity Summary
Buys All Purchases 66 New Holdings 17 Increased Positions 49 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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