Darden Wealth Group Inc Portfolio Holdings

Darden Wealth Group Inc

  • $139 Billion
  • Q3 2024

Darden Wealth Group Inc has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $25.3B, Apple Inc. with a value of $9.72B, Microsoft Corp with a value of $7.95B, Alphabet Inc. with a value of $6.58B, and Amazon Com Inc with a value of $6.34B.

Examining the 13F form we can see an decrease of $26.6B in the current position value, from $166B to 139B.

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 $139 Billion
Technology: $58.8 Billion
ETFs: $36 Billion
Communication Services: $9.88 Billion
Industrials: $9.46 Billion
Consumer Cyclical: $8.64 Billion
Financial Services: $4.96 Billion
Healthcare: $4.95 Billion
Consumer Defensive: $2.64 Billion
Other: $1.74 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$135B
$3.34 Billion 2.39% of portfolio
10,071
Q3 2024 Reduced 1.86%
$99.4B
$3.27 Billion 2.34% of portfolio
18,940
Q3 2024 Added 946.99%
$78.4B
$1.78 Billion 1.28% of portfolio
6,358
Q3 2024 Added 29.07%
$35.3B
$1.73 Billion 1.24% of portfolio
4,511
Q3 2024 Reduced 4.25%
$87.6B
$1.64 Billion 1.17% of portfolio
4,214
Q3 2024 Reduced 0.33%
$56.4B
$1.23 Billion 0.88% of portfolio
3,598
Q3 2024 Added 0.7%
$172B
$1.2 Billion 0.86% of portfolio
9,916
Q3 2024 Added 1.35%
$97.6B
$1.05 Billion 0.75% of portfolio
10,120
Q3 2024 Reduced 0.75%
$23.1B
$967 Million 0.69% of portfolio
4,990
Q3 2024 Added 18.81%
$62.8B
$673 Million 0.48% of portfolio
4,319
Q3 2024 Reduced 1.8%
$108B
$610 Million 0.44% of portfolio
4,011
Q3 2024 Reduced 49.3%
$47.3B
$489 Million 0.35% of portfolio
1,640
Q3 2024 Added 2.5%
$118B
$371 Million 0.27% of portfolio
4,420
Q3 2024 Reduced 2.04%
$50.3B
$364 Million 0.26% of portfolio
450
Q4 2023 New
$188B
$340 Million 0.24% of portfolio
1,801
Q2 2024 Added 16.72%
$128B
$286 Million 0.21% of portfolio
490
Q4 2023 New
$55.8B
$237 Million 0.17% of portfolio
3,233
Q4 2023 New
$72.7B
$227 Million 0.16% of portfolio
430
Q3 2024 New
$168B
$217 Million 0.16% of portfolio
780
Q3 2024 New
$77.5B
$219 Million 0.16% of portfolio
1,120
Q3 2024 New
$83.9B
$212 Million 0.15% of portfolio
9,055
Q3 2024 Reduced 14.56%
$105B
$212 Million 0.15% of portfolio
1,700
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $139 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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