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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$354B
$25.3 Billion 18.15% of portfolio
208,414
Q3 2024 Reduced 3.5%
$3.69T
$9.72 Billion 6.97% of portfolio
41,706
Q3 2024 Added 4.75%
$3.11T
$7.95 Billion 5.7% of portfolio
18,478
Q3 2024 Added 0.49%
$984B
$6.58 Billion 4.72% of portfolio
39,702
Q3 2024 Reduced 3.5%
$2.01T
$6.34 Billion 4.55% of portfolio
34,024
Q3 2024 Added 0.8%
$1.01T
$2.46 Billion 1.76% of portfolio
14,693
Q3 2024 Added 2.29%
$223B
$2.06 Billion 1.48% of portfolio
12,576
Q3 2024 Added 1.39%
$497B
$1.38 Billion 0.99% of portfolio
2,785
Q3 2024 Reduced 0.14%
$711B
$1.34 Billion 0.96% of portfolio
1,515
Q3 2024 Added 3.77%
$267B
$1.29 Billion 0.92% of portfolio
1,546
Q3 2024 Added 4.96%
$620B
$1.21 Billion 0.87% of portfolio
2,633
Q3 2024 Added 0.23%
$318B
$1.14 Billion 0.82% of portfolio
7,761
Q3 2024 Added 8.7%
$430B
$1.07 Billion 0.76% of portfolio
2,632
Q3 2024 Reduced 0.23%
$313B
$934 Million 0.67% of portfolio
4,732
Q3 2024 Added 3.39%
$238B
$929 Million 0.67% of portfolio
1,794
Q3 2024 Added 40.71%
$729B
$926 Million 0.66% of portfolio
4,390
Q3 2024 Added 0.23%
$226B
$740 Million 0.53% of portfolio
2,092
Q2 2024 Reduced 13.94%
$418B
$650 Million 0.47% of portfolio
3,750
Q3 2024 Reduced 0.03%
$553B
$616 Million 0.44% of portfolio
1,054
Q3 2024 Reduced 0.09%
$1.26T
$609 Million 0.44% of portfolio
1,064
Q3 2024 Added 37.29%
$1.11T
$566 Million 0.41% of portfolio
2,165
Q3 2024 Added 10.18%
$427B
$567 Million 0.41% of portfolio
640
Q4 2023 New
$406B
$491 Million 0.35% of portfolio
3,031
Q3 2024 Reduced 1.46%
$214B
$432 Million 0.31% of portfolio
1,420
Q4 2023 New
$201B
$396 Million 0.28% of portfolio
640
Q4 2023 New
$245B
$386 Million 0.28% of portfolio
4,785
Q3 2024 Added 0.91%
$507B
$381 Million 0.27% of portfolio
1,386
Q3 2024 Reduced 0.36%
$276B
$365 Million 0.26% of portfolio
5,081
Q4 2023 New
$518B
$324 Million 0.23% of portfolio
1,900
Q4 2023 New
$508B
$311 Million 0.22% of portfolio
2,656
Q3 2024 Reduced 0.04%
$228B
$250 Million 0.18% of portfolio
2,396
Q4 2023 New
$211B
$232 Million 0.17% of portfolio
2,413
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
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