Darden Wealth Group Inc Portfolio Holdings

Darden Wealth Group Inc

  • $166 Billion
  • Q2 2024

Darden Wealth Group Inc has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eaton Corp PLC with a value of $32.2B, Nvidia Corp with a value of $26.7B, Apple Inc. with a value of $8.39B, Microsoft Corp with a value of $8.22B, and Alphabet Inc. with a value of $7.49B.

Examining the 13F form we can see an increase of $38.5B in the current position value, from $128B to 166B.

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 $166 Billion
Technology: $59.6 Billion
Industrials: $38 Billion
ETFs: $34.8 Billion
Communication Services: $10.5 Billion
Consumer Cyclical: $8.4 Billion
Financial Services: $5.07 Billion
Healthcare: $4.09 Billion
Consumer Defensive: $2.46 Billion
Other: $2.1 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$32.2 Billion 19.38% of portfolio
10,262
Q2 2024 Added 36.44%
$72.7B
$2.9 Billion 1.75% of portfolio
1,809
Q2 2024 Added 26.77%
$68.7B
$1.89 Billion 1.14% of portfolio
4,926
Q2 2024 Added 31.08%
$130B
$1.65 Billion 0.99% of portfolio
4,711
Q2 2024 Added 16.18%
$87.7B
$1.44 Billion 0.87% of portfolio
7,911
Q2 2024 Reduced 16.39%
$90.8B
$1.39 Billion 0.84% of portfolio
4,228
Q2 2024 Added 8.27%
$122B
$1.34 Billion 0.81% of portfolio
10,196
Q2 2024 Added 2.73%
$115B
$1.21 Billion 0.73% of portfolio
3,573
Q2 2024 Added 5.21%
$179B
$982 Million 0.59% of portfolio
9,784
Q2 2024 Added 7.02%
$10.5B
$740 Million 0.45% of portfolio
695
Q2 2024 Added 6.11%
$67.8B
$651 Million 0.39% of portfolio
4,398
Q2 2024 Reduced 10.41%
$27.6B
$581 Million 0.35% of portfolio
4,200
Q2 2024 Reduced 10.64%
$155B
$493 Million 0.3% of portfolio
626
Q2 2024 Reduced 2.49%
$44.5B
$407 Million 0.24% of portfolio
1,600
Q2 2024 New
$103B
$328 Million 0.2% of portfolio
10,598
Q2 2024 Reduced 45.91%
$115B
$310 Million 0.19% of portfolio
4,512
Q2 2024 Reduced 26.45%
$198B
$286 Million 0.17% of portfolio
1,801
Q2 2024 Added 16.72%
$12B
$235 Million 0.14% of portfolio
610
Q2 2024 New
$58.6B
$240 Million 0.14% of portfolio
3,233
Q4 2023 New
$161B
$229 Million 0.14% of portfolio
970
Q1 2024 New
$145B
$229 Million 0.14% of portfolio
490
Q4 2023 New
$194B
$219 Million 0.13% of portfolio
1,100
Q2 2024 New
$134B
$221 Million 0.13% of portfolio
2,005
Q1 2024 New
$98.2B
$201 Million 0.12% of portfolio
1,700
Q2 2024 New
$145B
$202 Million 0.12% of portfolio
1,770
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $166 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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