Darden Wealth Group Inc Portfolio Holdings

Darden Wealth Group Inc

  • $124 Million
  • Q1 2025

Darden Wealth Group Inc has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $21M, Apple Inc. with a value of $8.82M, Microsoft Corp with a value of $6.75M, Amazon Com Inc with a value of $6.59M, and Alphabet Inc. with a value of $5.93M.

Examining the 13F form we can see an decrease of $148B in the current position value, from $149B to 124M.

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 $124 Million
Technology: $48.3 Million
ETFs: $35 Million
Communication Services: $9.53 Million
Consumer Cyclical: $8.72 Million
Industrials: $8.6 Million
Financial Services: $6.03 Million
Healthcare: $4.05 Million
Consumer Defensive: $2.15 Million
Other: $1.72 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$336B
$21 Million 16.88% of portfolio
193,334
Q1 2025 Reduced 2.68%
$3.4T
$8.82 Million 7.1% of portfolio
39,706
Q1 2025 Reduced 2.71%
$3.38T
$6.75 Million 5.44% of portfolio
17,993
Q1 2025 Reduced 1.91%
$2.09T
$6.59 Million 5.31% of portfolio
34,638
Q1 2025 Reduced 0.53%
$957B
$5.93 Million 4.77% of portfolio
38,332
Q1 2025 Reduced 1.89%
$0
$3.8 Million 3.06% of portfolio
74,397
Q1 2025 Added 2.08%
$94.2B
$3.26 Million 2.62% of portfolio
19,445
Q1 2025 Reduced 11.71%
$92.8B
$2.76 Million 2.22% of portfolio
7,822
Q1 2025 Reduced 6.86%
$0
$2.53 Million 2.04% of portfolio
143,685
Q1 2025 Reduced 1.73%
$130B
$2.4 Million 1.93% of portfolio
8,824
Q1 2025 Reduced 13.49%
$1.01T
$2.3 Million 1.85% of portfolio
14,708
Q1 2025 Reduced 1.08%
$0
$2.27 Million 1.83% of portfolio
16,884
Q1 2025 Added 4.83%
$0
$1.78 Million 1.44% of portfolio
30,559
Q1 2025 Added 0.13%
$0
$1.77 Million 1.43% of portfolio
15,945
Q1 2025 Reduced 0.65%
$694B
$1.64 Million 1.32% of portfolio
3,078
Q1 2025 Added 11.6%
$555B
$1.55 Million 1.25% of portfolio
2,835
Q1 2025 Added 1.8%
$0
$1.48 Million 1.19% of portfolio
2,637
Q1 2025 Reduced 0.9%
$0
$1.43 Million 1.15% of portfolio
11,266
Q1 2025 Reduced 1.92%
$278B
$1.42 Million 1.14% of portfolio
8,461
Q1 2025 Added 3.93%
$97.9B
$1.4 Million 1.12% of portfolio
4,145
Q1 2025 Reduced 1.43%
$199B
$1.36 Million 1.1% of portfolio
10,295
Q1 2025 Reduced 1.08%
$209B
$1.37 Million 1.1% of portfolio
1,720
Q1 2025 Reduced 11.34%
$0
$1.33 Million 1.07% of portfolio
27,491
Q1 2025 Reduced 1.11%
$0
$1.26 Million 1.01% of portfolio
24,833
Q1 2025 Added 14.26%
$0
$1.26 Million 1.01% of portfolio
11,366
Q1 2025 Reduced 0.95%
$11.8B
$1.22 Million 0.98% of portfolio
68,250
Q1 2025 Added 37.19%
$0
$1.19 Million 0.96% of portfolio
23,475
Q1 2025 Reduced 4.86%
$697B
$1.19 Million 0.96% of portfolio
1,445
Q1 2025 Reduced 0.69%
$785B
$1.2 Million 0.96% of portfolio
4,880
Q4 2024 Added 11.16%
$57.7B
$1.15 Million 0.93% of portfolio
6,766
Q1 2025 Reduced 5.84%
$0
$1.11 Million 0.9% of portfolio
11,920
Q1 2025 Reduced 0.86%
$1.25T
$1.06 Million 0.86% of portfolio
1,847
Q1 2025 Added 13.73%
$301B
$1.04 Million 0.84% of portfolio
1,568
Q1 2025 Added 2.62%
$321B
$1.01 Million 0.82% of portfolio
4,832
Q4 2024 Added 2.11%
$0
$1.01 Million 0.81% of portfolio
18,801
Q1 2025 Reduced 0.31%
$0
$1 Million 0.81% of portfolio
3,644
Q1 2025 Reduced 0.6%
$388B
$946,000 0.76% of portfolio
2,582
Q1 2025 Reduced 1.9%
$0
$940,000 0.76% of portfolio
2,005
Q1 2025 Reduced 5.6%
$0
$885,000 0.71% of portfolio
20,818
Q1 2025 Added 0.01%
$104B
$843,000 0.68% of portfolio
9,705
Q1 2025 Added 2.0%
$0
$814,000 0.66% of portfolio
14,250
Q1 2025 Added 0.71%
$0
$725,000 0.58% of portfolio
6,801
Q1 2025 Reduced 3.04%
$123B
$699,000 0.56% of portfolio
4,103
Q1 2025 Added 7.97%
$0
$694,000 0.56% of portfolio
3,285
Q1 2025 Reduced 1.79%
$204B
$662,000 0.53% of portfolio
2,124
Q1 2025 Reduced 4.67%
$447B
$650,000 0.52% of portfolio
688
Q1 2025 Added 3.46%
$385B
$623,000 0.5% of portfolio
3,656
Q1 2025 Reduced 1.19%
$0
$596,000 0.48% of portfolio
25,929
Q2 2024 Reduced 15.06%
$0
$545,000 0.44% of portfolio
2,121
Q3 2024 Reduced 5.27%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $124 Million
  • Prior Value $149 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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