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CIK: 0002011221
Total reported value
$252.3M
$252.3M
104 檔
22.2%
According to the latest 13F quarterly dataset, Darden Wealth Group Inc managed an equity portfolio of $252.3M at the end of Q3 2024, spanning 104 distinct U.S. exchange-listed positions.
During Q3 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 | 18.15% | -1.99% | -3.50% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.97% | -0.50% | +4.75% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.70% | -0.88% | +0.49% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.72% | -0.20% | -3.50% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.55% | -0.36% | +0.80% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.68% | -0.39% | +5.46% | |
| 7 | ETN | Eaton Corporation plc | Stock-Industrials | 2.39% | -0.11% | -1.86% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.34% | -0.19% | +946.99% | |
| 9 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.86% | -0.30% | +7.83% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.76% | -0.08% | +2.29% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.56% | -0.24% | -1.75% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.48% | +0.48% | +1.39% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.37% | -0.14% | -1.03% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.29% | -0.18% | -0.96% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.28% | +1.01% | +29.07% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.25% | -0.08% | +1.79% | |
| 17 | ANETEUR | Arista Networks Inc | Stock-Other | 1.24% | — | -4.25% | |
| 18 | TT | Trane Technologies plc | Stock-Industrials | 1.17% | -0.07% | -0.33% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.09% | -0.05% | -1.05% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | -0.09% | +1.00% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.99% | -0.15% | -0.14% | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.97% | -0.15% | +0.57% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.96% | +0.38% | +3.77% | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 0.92% | +0.13% | +4.96% | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.92% | -0.13% | -0.18% | |
| 26 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.91% | -0.14% | +22.04% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.88% | +0.31% | +0.70% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.16% | +0.23% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.86% | -0.29% | +1.35% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.82% | -0.51% | EXIT | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.81% | -0.07% | -1.54% | |
| 32 | XLE | Ss Energy Select Sector | ETF-Other | 0.78% | -0.54% | EXIT | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | -0.09% | -0.23% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.75% | +4.38% | -0.75% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | -0.05% | +0.82% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.75% | -0.01% | +1.95% | |
| 37 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.69% | — | +18.81% | |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.69% | -0.07% | +183.64% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | -0.05% | +3.39% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.67% | — | +40.71% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.08% | +0.23% | |
| 42 | NOW | Servicenow Inc | Stock-Tech | 0.65% | — | — | |
| 43 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.61% | +0.40% | -4.93% | |
| 44 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.57% | -0.06% | +24.49% | |
| 45 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.55% | +0.04% | +0.01% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.55% | -0.07% | +39.89% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.53% | -0.12% | EXIT | |
| 48 | NEE 6.926 09-01-25Bond | Nextera Energy Inc | Bond | 0.52% | — | — | |
| 49 | TGT | Target CORP | Stock-Consumer Disc | 0.48% | — | -1.80% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.25% | EXIT |
According to official SEC Form 13F filings, Darden Wealth Group Inc reported a total U.S. public equity portfolio value of $252.3M across 104 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 22.2% of total reported equity market value during Q3 2024.
During Q3 2024, Darden Wealth Group Inc's top holdings by market value included NVDA (18.1%)、AAPL (7.0%)、MSFT (5.7%). The largest single position, NVDA, represented 18.1% of total portfolio value.
In Q3 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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