Darden Wealth Group Inc Portfolio Holdings by Sector
Darden Wealth Group Inc
- $128 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
FLOT FPE DVY IJH TIP IJR QQQ SHV 41 stocks |
$36.3 Million
28.65% of portfolio
|
  24  
|
  10  
|
  4  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO AMD MU INTC 5 stocks |
$26.4 Million
20.84% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT CRWD PANW ADBE ORCL 5 stocks |
$10.4 Million
8.2% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$8.64 Million
6.81% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.36 Million
5.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$6.27 Million
4.94% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA RTX LMT NOC 4 stocks |
$3.15 Million
2.48% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ GILD 4 stocks |
$2.97 Million
2.34% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN ROP GE 3 stocks |
$2.91 Million
2.3% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ASML LRCX AMAT 3 stocks |
$2.28 Million
1.8% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
TT BLDR 2 stocks |
$2.15 Million
1.7% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
ANET SMCI 2 stocks |
$1.91 Million
1.51% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V 2 stocks |
$1.73 Million
1.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
TGT COST WMT 3 stocks |
$1.56 Million
1.23% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1.3 Million
1.03% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B AIG 2 stocks |
$1.3 Million
1.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$1.07 Million
0.84% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.02 Million
0.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$972,086
0.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$952,716
0.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$865,277
0.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
SACH 1 stocks |
$798,340
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$783,144
0.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$729,099
0.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$629,529
0.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BLK 1 stocks |
$535,571
0.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
NOW 1 stocks |
$407,884
0.32% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$371,974
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$324,500
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$313,320
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK 1 stocks |
$286,296
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$225,607
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$225,286
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$203,485
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$203,347
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$201,903
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|