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CIK: 0002011221
Total reported value
$252.3M
$252.3M
107 檔
18.6%
As reported in its official Q1 2024 Form 13F filing, Darden Wealth Group Inc's tracked investment portfolio stood at $252.3M with 107 total positions.
During Q1 2024, Darden Wealth Group Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 16.19% | -1.99% | -2.93% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.76% | -0.88% | +10.45% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.98% | -0.50% | -3.16% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.91% | -0.36% | +0.96% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.91% | -0.20% | -1.89% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.78% | -0.39% | +26.34% | |
| 7 | ETN | Eaton Corporation plc | Stock-Industrials | 1.85% | -0.11% | +48.14% | |
| 8 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.80% | -0.30% | +20.94% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.63% | -0.08% | +4.87% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.63% | -0.24% | -3.90% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.55% | -0.14% | +391.34% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.53% | -0.18% | -5.02% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.49% | -0.19% | +73.81% | |
| 14 | BA | Boeing Co/the | Stock-Industrials | 1.43% | -0.15% | -28.87% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.43% | +0.48% | +80.95% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.33% | -0.08% | -1.90% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.24% | -0.01% | +4.68% | |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.22% | -0.13% | +9.14% | |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.18% | -0.15% | +6.50% | |
| 20 | ASML | ASML Holding N.V. | Stock-Tech | 1.13% | +0.13% | -0.67% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.06% | -0.05% | +1.42% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.05% | -0.15% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | -0.09% | +9.94% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.94% | +1.01% | +247.64% | |
| 25 | ANETEUR | Arista Networks Inc | Stock-Other | 0.92% | — | +79.66% | |
| 26 | TT | Trane Technologies plc | Stock-Industrials | 0.92% | -0.07% | +60.04% | |
| 27 | MU | Micron Technology Inc | Stock-Tech | 0.92% | +4.38% | +22.20% | |
| 28 | XLE | Ss Energy Select Sector | ETF-Other | 0.90% | -0.54% | EXIT | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.38% | +7.35% | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.84% | +0.40% | +149.32% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.84% | -0.07% | -5.35% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.16% | +21.35% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.51% | EXIT | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | -0.09% | +3.10% | |
| 35 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.79% | -0.14% | +18.82% | |
| 36 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.77% | — | -2.08% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | — | -4.84% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.76% | +0.31% | +65.66% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | -0.05% | +0.60% | |
| 40 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.71% | +0.04% | -4.06% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.70% | -0.29% | +64.42% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 0.68% | — | -17.54% | |
| 43 | INTC | Intel CORP | Stock-Tech | 0.68% | +0.08% | NEW | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.08% | -2.20% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.66% | -0.12% | EXIT | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | -0.07% | +9.91% | |
| 47 | SACH | Sachem Capital CORP | Stock-Other | 0.63% | -0.01% | +58.41% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | -0.06% | -37.43% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | -0.05% | +108.89% | |
| 50 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.57% | — | -4.61% |
According to official SEC Form 13F filings, Darden Wealth Group Inc reported a total U.S. public equity portfolio value of $252.3M across 107 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 18.6% of total reported equity market value during Q1 2024.
During Q1 2024, Darden Wealth Group Inc's top holdings by market value included NVDA (16.2%)、MSFT (5.8%)、AAPL (5.0%). The largest single position, NVDA, represented 16.2% of total portfolio value.
In Q1 2024, Darden Wealth Group Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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