Darden Wealth Group Inc Portfolio Holdings by Sector
Darden Wealth Group Inc
- $174 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FLOT FPE DVY JAAA IJH SPY IUSG TIP 56 stocks |
$49,003
28.14% of portfolio
|
27
|
17
|
8
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MU AMD SITM TSM 6 stocks |
$43,774
25.14% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD PANW ORCL PLTR 5 stocks |
$16,612
9.54% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$14,391
8.26% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8,843
5.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$7,676
4.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA BWXT LMT NOC AVAV 6 stocks |
$4,350
2.5% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE 2 stocks |
$3,701
2.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY GILD JNJ AMGN 5 stocks |
$3,226
1.85% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP 1 stocks |
$2,588
1.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$2,250
1.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG 2 stocks |
$1,799
1.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$1,706
0.98% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT 2 stocks |
$1,533
0.88% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,477
0.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1,468
0.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,413
0.81% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1,005
0.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$908
0.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$855
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR IESC 2 stocks |
$802
0.46% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$638
0.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$625
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GAB APO 2 stocks |
$573
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$521
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Capital Markets | Financial Services
MS 1 stocks |
$373
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$353
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM ALCC 2 stocks |
$331
0.19% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$317
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$271
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$246
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$245
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$226
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
SACH 1 stocks |
$38
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|