Darden Wealth Group Inc Portfolio Holdings

Darden Wealth Group Inc

  • $166 Billion
  • Q2 2024

Darden Wealth Group Inc has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eaton Corp PLC with a value of $32.2B, Nvidia Corp with a value of $26.7B, Apple Inc. with a value of $8.39B, Microsoft Corp with a value of $8.22B, and Alphabet Inc. with a value of $7.49B.

Examining the 13F form we can see an increase of $38.5B in the current position value, from $128B to 166B.

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 $166 Billion
Technology: $59.6 Billion
Industrials: $38 Billion
ETFs: $34.8 Billion
Communication Services: $10.5 Billion
Consumer Cyclical: $8.4 Billion
Financial Services: $5.07 Billion
Healthcare: $4.09 Billion
Consumer Defensive: $2.46 Billion
Other: $2.1 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$363B
$26.7 Billion 16.07% of portfolio
215,971
Q2 2024 Added 844.55%
$3.58T
$8.39 Billion 5.05% of portfolio
39,814
Q2 2024 Added 7.43%
$3.13T
$8.22 Billion 4.95% of portfolio
18,387
Q2 2024 Added 5.27%
$1.08T
$7.49 Billion 4.51% of portfolio
41,142
Q2 2024 Reduced 0.86%
$2.11T
$6.52 Billion 3.93% of portfolio
33,755
Q2 2024 Reduced 2.85%
$1.09T
$2.63 Billion 1.59% of portfolio
14,364
Q2 2024 Added 5.06%
$234B
$2.01 Billion 1.21% of portfolio
12,404
Q2 2024 Added 22.96%
$263B
$1.51 Billion 0.91% of portfolio
1,473
Q2 2024 Reduced 0.67%
$738B
$1.32 Billion 0.8% of portfolio
1,460
Q1 2024 Added 7.35%
$497B
$1.23 Billion 0.74% of portfolio
2,789
Q4 2023 New
$309B
$1.12 Billion 0.67% of portfolio
7,140
Q2 2024 Added 8.69%
$579B
$1.07 Billion 0.64% of portfolio
2,627
Q2 2024 Added 5.29%
$398B
$908 Million 0.55% of portfolio
2,638
Q2 2024 Reduced 0.75%
$725B
$886 Million 0.53% of portfolio
4,380
Q2 2024 Added 1.39%
$356B
$785 Million 0.47% of portfolio
4,577
Q2 2024 Added 10.05%
$235B
$708 Million 0.43% of portfolio
1,275
Q2 2024 Added 1.84%
$382B
$619 Million 0.37% of portfolio
3,751
Q2 2024 Reduced 3.32%
$398B
$544 Million 0.33% of portfolio
640
Q4 2023 New
$558B
$537 Million 0.32% of portfolio
1,055
Q2 2024 Reduced 46.31%
$413B
$450 Million 0.27% of portfolio
3,076
Q2 2024 Reduced 22.21%
$1.33T
$391 Million 0.24% of portfolio
775
Q2 2024 Added 29.17%
$911B
$389 Million 0.23% of portfolio
1,965
Q2 2024 Reduced 55.89%
$503B
$365 Million 0.22% of portfolio
1,391
Q1 2024 Added 0.8%
$216B
$362 Million 0.22% of portfolio
1,420
Q4 2023 New
$219B
$354 Million 0.21% of portfolio
640
Q4 2023 New
$226B
$321 Million 0.19% of portfolio
4,742
Q2 2024 Added 29.74%
$275B
$323 Million 0.19% of portfolio
5,081
Q4 2023 New
$504B
$306 Million 0.18% of portfolio
2,657
Q2 2024 Added 15.07%
$489B
$268 Million 0.16% of portfolio
1,900
Q4 2023 New
$223B
$233 Million 0.14% of portfolio
2,396
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $166 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 12 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

Track Darden Wealth Group Inc Portfolio

Follow Darden Wealth Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Darden Wealth Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Darden Wealth Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email