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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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