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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$569B
$616 Million 0.44% of portfolio
1,054
Q3 2024 Reduced 0.09%
$90.8B
$610 Million 0.44% of portfolio
4,011
Q3 2024 Reduced 49.3%
$0
$608 Million 0.44% of portfolio
25,929
Q2 2024 Reduced 15.06%
$1.28T
$609 Million 0.44% of portfolio
1,064
Q3 2024 Added 37.29%
Blackrock Inc
-
$595 Million 0.43% of portfolio
-
Q3 2024 New
Lam Research Corp
-
$606 Million 0.43% of portfolio
-
Q3 2024 New
$1.05T
$566 Million 0.41% of portfolio
2,165
Q3 2024 Added 10.18%
$426B
$567 Million 0.41% of portfolio
640
Q4 2023 New
$0
$558 Million 0.4% of portfolio
2,121
Q3 2024 Reduced 5.27%
$0
$515 Million 0.37% of portfolio
6,089
Q3 2024 Added 5.18%
$49.2B
$489 Million 0.35% of portfolio
1,640
Q3 2024 Added 2.5%
$406B
$491 Million 0.35% of portfolio
3,031
Q3 2024 Reduced 1.46%
Linde PLC
-
$477 Million 0.34% of portfolio
-
Q2 2024 New
$0
$443 Million 0.32% of portfolio
10,600
Q3 2024 Reduced 2.3%
$0
$452 Million 0.32% of portfolio
2,519
Q2 2024 Reduced 3.26%
$217B
$432 Million 0.31% of portfolio
1,420
Q4 2023 New
$249B
$386 Million 0.28% of portfolio
4,785
Q3 2024 Added 0.91%
$515B
$381 Million 0.27% of portfolio
1,386
Q3 2024 Reduced 0.36%
$116B
$371 Million 0.27% of portfolio
4,420
Q3 2024 Reduced 2.04%
$2.77B
$363 Million 0.26% of portfolio
2,315
Q3 2024 Added 4.51%
$0
$368 Million 0.26% of portfolio
67,000
Q2 2024 New
$0
$356 Million 0.26% of portfolio
4,233
Q1 2024 Reduced 0.35%
$59.4B
$364 Million 0.26% of portfolio
450
Q4 2023 New
$279B
$365 Million 0.26% of portfolio
5,081
Q4 2023 New
$0
$328 Million 0.24% of portfolio
1,455
Q3 2024 Reduced 0.55%
$0
$342 Million 0.24% of portfolio
2,719
Q3 2024 Added 1.12%
$197B
$340 Million 0.24% of portfolio
1,801
Q2 2024 Added 16.72%
$493B
$324 Million 0.23% of portfolio
1,900
Q4 2023 New
$0
$306 Million 0.22% of portfolio
6,496
Q3 2024 Added 1.93%
$490B
$311 Million 0.22% of portfolio
2,656
Q3 2024 Reduced 0.04%
$0
$294 Million 0.21% of portfolio
1,130
Q4 2023 New
$0
$292 Million 0.21% of portfolio
5,815
Q3 2024 Added 0.02%
$138B
$286 Million 0.21% of portfolio
490
Q4 2023 New
$203B
$276 Million 0.2% of portfolio
1,250
Q3 2024 New
$0
$277 Million 0.2% of portfolio
1,800
Q3 2024 Added 11.52%
$84B
$279 Million 0.2% of portfolio
1,149
Q2 2024 Reduced 64.64%
$59.7M
$285 Million 0.2% of portfolio
113,000
Q3 2024 Reduced 37.91%
$0
$260 Million 0.19% of portfolio
3,236
Q2 2024 New
$0
$246 Million 0.18% of portfolio
3,300
Q2 2024 New
$222B
$250 Million 0.18% of portfolio
2,396
Q4 2023 New
$147B
$236 Million 0.17% of portfolio
2,005
Q1 2024 New
$58.7B
$237 Million 0.17% of portfolio
3,233
Q4 2023 New
$214B
$232 Million 0.17% of portfolio
2,413
Q3 2024 New
$0
$243 Million 0.17% of portfolio
5,413
Q2 2024 Reduced 14.07%
$0
$218 Million 0.16% of portfolio
828
Q2 2024 Reduced 75.12%
$0
$217 Million 0.16% of portfolio
674
Q3 2024 Reduced 3.3%
$75.3B
$227 Million 0.16% of portfolio
430
Q3 2024 New
$174B
$217 Million 0.16% of portfolio
780
Q3 2024 New
$82.7B
$219 Million 0.16% of portfolio
1,120
Q3 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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