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CIK: 0002011221
Total reported value
$252.3M
$252.3M
101 檔
22.7%
During the Q2 2024 filing period, Darden Wealth Group Inc (CIK: 0002011221) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $252.3M across 101 reported positions.
During Q2 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 | 19.75% | -1.99% | +844.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.21% | -0.50% | +7.43% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.08% | -0.88% | +5.27% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.55% | -0.20% | -0.86% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.83% | -0.36% | -2.85% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.62% | -0.39% | -0.26% | |
| 7 | ETN | Eaton Corporation plc | Stock-Industrials | 2.38% | -0.11% | +36.44% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.15% | -0.19% | +26.77% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.95% | -0.08% | +5.06% | |
| 10 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.71% | -0.30% | -0.04% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 1.49% | +0.48% | +22.96% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.47% | -0.24% | -2.62% | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.40% | +1.01% | +31.08% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.34% | -0.14% | -4.94% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.30% | -0.18% | -9.18% | |
| 16 | ANETEUR | Arista Networks Inc | Stock-Other | 1.22% | — | +16.18% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.16% | -0.08% | -4.60% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 1.12% | +0.13% | -0.67% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.10% | -0.05% | +1.11% | |
| 20 | BA | Boeing Co/the | Stock-Industrials | 1.07% | -0.15% | -16.39% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | -0.09% | +11.75% | |
| 22 | TT | Trane Technologies plc | Stock-Industrials | 1.03% | -0.07% | +8.27% | |
| 23 | MU | Micron Technology Inc | Stock-Tech | 0.99% | +4.38% | +2.73% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.38% | — | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.97% | -0.15% | -12.80% | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.95% | -0.13% | -17.28% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.91% | -0.15% | — | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.90% | +0.31% | +5.21% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.83% | -0.54% | EXIT | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.51% | EXIT | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.16% | +5.29% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.79% | -0.07% | -4.17% | |
| 33 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.77% | -0.14% | +3.43% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | -0.01% | -40.95% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.29% | +7.02% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | -0.05% | — | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.70% | +0.40% | -24.07% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.09% | -0.75% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.08% | +1.39% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | -0.05% | +10.05% | |
| 41 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.55% | — | +6.11% | |
| 42 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.54% | +0.04% | -16.11% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.52% | — | +1.84% | |
| 44 | TGT | Target CORP | Stock-Consumer Disc | 0.48% | — | -10.41% | |
| 45 | NEE 6.926 09-01-25Bond | Nextera Energy Inc | Bond | 0.48% | — | -3.95% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.47% | -0.12% | EXIT | |
| 47 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.46% | — | +5.52% | |
| 48 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.46% | -0.06% | +38.95% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.25% | EXIT | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.43% | -0.07% | -15.06% |
According to official SEC Form 13F filings, Darden Wealth Group Inc reported a total U.S. public equity portfolio value of $252.3M across 101 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 22.7% of total reported equity market value during Q2 2024.
During Q2 2024, Darden Wealth Group Inc's top holdings by market value included NVDA (19.8%)、AAPL (6.2%)、MSFT (6.1%). The largest single position, NVDA, represented 19.8% of total portfolio value.
In Q2 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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