Darden Wealth Group Inc Reduced Holdings in Q2 2025

Darden Wealth Group Inc

  • $155 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.96K
- 9.97%
$172.42 - $223.89 $682K - $886K
35.7K $7.33M
CVX
Chevron Corp

Energy
-2.39K
- 28.25%
$133.73 - $168.51 $320K - $403K
6.07K $869K
XLE
Energy Sector Spdr

ETFs
-2.48K
- 20.77%
$76.44 - $94.13 $189K - $233K
9.44K $800K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-180
- 5.85%
$483.48 - $539.8 $87K - $97.2K
2.9K $1.41M
LLY
Eli Lilly & CO

Healthcare
-120
- 8.3%
$713.71 - $898.95 $85.6K - $108K
1.33K $1.03M
ABBV
Abb Vie Inc.

Healthcare
-205
- 4.24%
$170.16 - $206.27 $34.9K - $42.3K
4.63K $858K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.5K
- 17.54%
$51.14 - $57.0 $128K - $143K
11.8K $667K
JNJ
Johnson & Johnson

Healthcare
-596
- 20.54%
$146.36 - $159.82 $87.2K - $95.3K
2.31K $352K
ACN
Accenture PLC

Technology
-334
- 15.73%
$279.23 - $323.21 $93.3K - $108K
1.79K $535K
DVY
Ishares Tr

ETFs
-677
- 4.01%
$118.37 - $134.86 $80.1K - $91.3K
16.2K $2.15M
PG
Procter & Gamble CO

Consumer Defensive
-183
- 5.01%
$157.66 - $172.39 $28.9K - $31.5K
3.47K $553K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.2K
- 8.22%
$90.56 - $109.49 $108K - $131K
13.4K $1.46M
IEMG
Ishares Inc

ETFs
-1.07K
- 5.69%
N/A
17.7K $951K
XLV
Select Sector Spdr Fund Health

ETFs
-229
- 10.31%
$128.77 - $144.3 $29.5K - $33K
1.99K $268K
XOM
Exxon Mobil Corp

Energy
-200
- 9.28%
$99.93 - $119.04 $20K - $23.8K
1.96K $210K
HD
Home Depot, Inc.

Consumer Cyclical
-100
- 3.87%
$335.24 - $380.78 $33.5K - $38.1K
2.48K $910K
TJX
Tjx Companies Inc

Consumer Cyclical
-300
- 14.96%
$119.13 - $135.03 $35.7K - $40.5K
1.71K $210K
VLUE
Ishares Msci Usa Value Factor

ETFs
-622
- 9.15%
$93.5 - $113.21 $58.2K - $70.4K
6.18K $699K
SRLN
Ssga Active Trust

ETFs
-500
- 4.67%
$39.47 - $41.59 $19.7K - $20.8K
10.2K $424K
GAB
Gabelli Equity Trust Inc

Financial Services
-5K
- 8.06%
$4.97 - $5.87 $24.9K - $29.4K
57K $331K
AIG
American International Group, Inc.

Financial Services
-50
- 1.55%
$77.56 - $87.72 $3.88K - $4.39K
3.18K $272K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.93K
- 6.31%
$51.16 - $62.02 $98.6K - $120K
28.6K $1.78M
TFLO
Ishares Treasury Floating Rate

ETFs
-100
- 0.43%
$50.47 - $50.66 $5.05K - $5.07K
23.4K $1.18M
SACH
Sachem Capital Corp.

Real Estate
-5K
- 11.9%
$0.85 - $1.23 $4.25K - $6.15K
37K $44K
Boeing CO
-300
- 5.26%
N/A
5.4K $0
Blackrock Inc
-133
- 22.66%
N/A
454 $0
Lam Research Corp
-2.95K
- 42.02%
N/A
4.07K $0
NEEPRR
Nextera Energy Inc Corporate U
-132
- 0.87%
N/A
15.1K $0
V
Visa Inc.

Financial Services
-15
- 1.03%
$308.27 - $373.31 $4.62K - $5.6K
1.45K $513K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-48
- 0.17%
$47.89 - $48.65 $2.3K - $2.34K
27.4K $1.34M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-400
- 7.92%
$61.92 - $81.5 $24.8K - $32.6K
4.65K $378K
IBM
International Business Machines Corp

Technology
-41
- 3.42%
$221.03 - $294.78 $9.06K - $12.1K
1.16K $341K
DIS
Walt Disney CO

Communication Services
-50
- 2.06%
$81.72 - $124.01 $4.09K - $6.2K
2.38K $295K
GE
General Electric CO

Industrials
-100
- 6.44%
$166.81 - $257.39 $16.7K - $25.7K
1.45K $374K
VTI
Vanguard Total Stock Market Et

ETFs
-61
- 1.67%
$243.75 - $303.93 $14.9K - $18.5K
3.58K $1.09M
ASML
Asml Holding Nv

Technology
-145
- 9.25%
$595.37 - $815.24 $86.3K - $118K
1.42K $1.14M
PANW
Palo Alto Networks Inc

Technology
-575
- 8.5%
$152.44 - $204.64 $87.7K - $118K
6.19K $1.27M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-68
- 3.39%
$416.06 - $551.64 $28.3K - $37.5K
1.94K $1.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
-13
- 0.49%
$496.48 - $617.85 $6.45K - $8.03K
2.62K $1.62M
JPM
Jpmorgan Chase & CO

Financial Services
-210
- 4.3%
$210.28 - $289.91 $44.2K - $60.9K
4.67K $1.35M
GOOG
Alphabet Inc.

Communication Services
-390
- 2.65%
$146.58 - $180.01 $57.2K - $70.2K
14.3K $2.54M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-102
- 0.91%
$113.67 - $150.4 $11.6K - $15.3K
11.2K $1.68M
NOW
Service Now, Inc.

Technology
-132
- 7.67%
$721.65 - $1040.18 $95.3K - $137K
1.59K $1.63M
MU
Micron Technology Inc

Technology
-212
- 2.18%
$64.72 - $127.91 $13.7K - $27.1K
9.49K $1.17M
TT
Trane Technologies PLC

Industrials
-100
- 2.41%
$315.21 - $437.41 $31.5K - $43.7K
4.05K $1.77M
GOOGL
Alphabet Inc.

Communication Services
-2.47K
- 6.43%
$144.7 - $178.6 $357K - $440K
35.9K $6.32M
ETN
Eaton Corp PLC

Industrials
-230
- 2.61%
$246.52 - $356.99 $56.7K - $82.1K
8.59K $3.07M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.08K
- 3.12%
$167.32 - $223.3 $181K - $241K
33.6K $7.36M
CRWD
Crowd Strike Holdings, Inc.

Technology
-718
- 9.18%
$321.63 - $509.31 $231K - $366K
7.1K $3.62M
Activity Summary
Buys All Purchases 64 New Holdings 39 Increased Positions 25 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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