Darden Wealth Group Inc Portfolio Holdings by Sector
Darden Wealth Group Inc
- $139 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FLOT FPE DVY IJH TIP IJR IUSG SPY 39 stocks |
$34.9 Million
25.49% of portfolio
|
18
|
12
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD MU INTC 5 stocks |
$31.9 Million
23.28% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD PANW ADBE ORCL 5 stocks |
$12.2 Million
8.91% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9.72 Million
7.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$9.65 Million
7.04% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$6.34 Million
4.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE 2 stocks |
$3.68 Million
2.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ GILD 4 stocks |
$3.14 Million
2.29% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT BLDR 2 stocks |
$2.61 Million
1.9% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA LMT NOC 4 stocks |
$2.32 Million
1.7% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$1.76 Million
1.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
ANET 1 stocks |
$1.73 Million
1.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT COST WMT 3 stocks |
$1.63 Million
1.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1.45 Million
1.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG 2 stocks |
$1.45 Million
1.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$1.29 Million
0.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.07 Million
0.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.05 Million
0.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$1.02 Million
0.74% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$925,866
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW 1 stocks |
$907,805
0.66% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$649,671
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$616,252
0.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$612,739
0.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GAB APO 2 stocks |
$580,177
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$566,428
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$488,966
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$432,404
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$365,120
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$364,378
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
TMDX 1 stocks |
$363,455
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
SACH 1 stocks |
$284,760
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$249,759
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$235,667
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$232,106
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$218,825
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|