Darden Wealth Group Inc Portfolio Holdings

Darden Wealth Group Inc

  • $149 Billion
  • Q4 2024

Darden Wealth Group Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $26.7B, Apple Inc. with a value of $10.2B, Microsoft Corp with a value of $7.73B, Amazon Com Inc with a value of $7.64B, and Alphabet Inc. with a value of $7.4B.

Examining the 13F form we can see an increase of $9.09B in the current position value, from $139B to 149B.

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 $149 Billion
Technology: $61.6 Billion
ETFs: $36.6 Billion
Communication Services: $11.4 Billion
Consumer Cyclical: $10.2 Billion
Industrials: $10.1 Billion
Financial Services: $5.49 Billion
Healthcare: $3.68 Billion
Consumer Defensive: $2.05 Billion
Other: $1.47 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$349B
$26.7 Billion 17.96% of portfolio
198,665
Q4 2024 Reduced 4.68%
$3.95T
$10.2 Billion 6.88% of portfolio
40,810
Q4 2024 Reduced 2.15%
$3.1T
$7.73 Billion 5.21% of portfolio
18,343
Q4 2024 Reduced 0.73%
$2.27T
$7.64 Billion 5.14% of portfolio
34,824
Q4 2024 Added 2.35%
$1.1T
$7.4 Billion 4.98% of portfolio
39,072
Q4 2024 Reduced 1.59%
$91.8B
$5.11 Billion 3.44% of portfolio
22,025
Q4 2024 Added 16.29%
$0
$3.71 Billion 2.5% of portfolio
72,878
Q4 2024 Reduced 0.35%
$123B
$3.39 Billion 2.28% of portfolio
10,200
Q4 2024 Added 1.28%
$93.7B
$2.87 Billion 1.93% of portfolio
8,398
Q4 2024 Added 32.09%
$1.14T
$2.83 Billion 1.91% of portfolio
14,868
Q4 2024 Added 1.19%
$0
$2.59 Billion 1.74% of portfolio
146,220
Q4 2024 Added 2.2%
Arista Networks Inc
-
$2.39 Billion 1.61% of portfolio
-
Q4 2024 New
$0
$2.11 Billion 1.42% of portfolio
16,106
Q4 2024 Reduced 0.09%
$196B
$2.06 Billion 1.38% of portfolio
1,940
Q4 2024 Added 91.13%
$0
$1.9 Billion 1.28% of portfolio
30,518
Q4 2024 Reduced 0.59%
$0
$1.72 Billion 1.16% of portfolio
14,926
Q4 2024 Added 0.1%
$0
$1.6 Billion 1.08% of portfolio
11,486
Q4 2024 Reduced 0.69%
$0
$1.56 Billion 1.05% of portfolio
2,661
Q4 2024 Added 1.49%
$85B
$1.55 Billion 1.05% of portfolio
4,205
Q4 2024 Reduced 0.21%
$537B
$1.47 Billion 0.99% of portfolio
2,785
Q3 2024 Reduced 0.14%
$0
$1.33 Billion 0.89% of portfolio
27,799
Q4 2024 Added 0.26%
$59.5B
$1.31 Billion 0.88% of portfolio
7,186
Q4 2024 Added 99.72%
$184B
$1.28 Billion 0.86% of portfolio
10,579
Q4 2024 Reduced 15.88%
$11.8B
$1.27 Billion 0.85% of portfolio
49,750
Q4 2024 New
$0
$1.26 Billion 0.85% of portfolio
11,475
Q4 2024 Reduced 1.2%
$0
$1.25 Billion 0.84% of portfolio
24,675
Q4 2024 Reduced 1.61%
$627B
$1.25 Billion 0.84% of portfolio
2,758
Q4 2024 Added 4.75%
$184B
$1.2 Billion 0.81% of portfolio
10,407
Q4 2024 Added 4.95%
$311B
$1.18 Billion 0.79% of portfolio
8,141
Q4 2024 Added 4.9%
$783B
$1.17 Billion 0.79% of portfolio
4,880
Q4 2024 Added 11.16%
$830B
$1.12 Billion 0.76% of portfolio
1,455
Q4 2024 Reduced 3.96%
$0
$1.1 Billion 0.74% of portfolio
21,733
Q4 2024 Added 14.79%
$0
$1.09 Billion 0.73% of portfolio
2,124
Q4 2024 Reduced 0.7%
$0
$1.06 Billion 0.72% of portfolio
3,666
Q4 2024 Reduced 0.81%
$295B
$1.06 Billion 0.71% of portfolio
1,528
Q4 2024 Reduced 1.16%
$0
$1.03 Billion 0.69% of portfolio
12,024
Q4 2024 Reduced 2.46%
$404B
$1.02 Billion 0.69% of portfolio
2,632
Q3 2024 Reduced 0.23%
$0
$985 Million 0.66% of portfolio
18,860
Q4 2024 Reduced 3.59%
$1.56T
$951 Million 0.64% of portfolio
1,624
Q4 2024 Added 52.63%
$0
$887 Million 0.6% of portfolio
20,816
Q4 2024 Added 12.94%
$1.12T
$895 Million 0.6% of portfolio
2,215
Q4 2024 Added 2.31%
$355B
$859 Million 0.58% of portfolio
4,832
Q4 2024 Added 2.11%
$0
$814 Million 0.55% of portfolio
14,150
Q4 2024 Added 10.55%
$0
$810 Million 0.55% of portfolio
3,345
Q4 2024 Reduced 3.1%
$112B
$801 Million 0.54% of portfolio
9,515
Q4 2024 Reduced 5.98%
$242B
$784 Million 0.53% of portfolio
2,228
Q4 2024 Added 6.5%
$0
$741 Million 0.5% of portfolio
7,014
Q4 2024 Added 0.01%
$108B
$673 Million 0.45% of portfolio
3,800
Q4 2024 Reduced 5.26%
Blackrock Inc
-
$642 Million 0.43% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $149 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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