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CIK: 0002011221
Total reported value
$252.3M
$252.3M
106 檔
23.6%
In Q4 2024, Darden Wealth Group Inc's U.S. equity holdings reached a combined market value of $252.3M, distributed across 106 disclosed stock positions.
During Q4 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 | 17.96% | -1.99% | -4.68% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.88% | -0.50% | -2.15% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.21% | -0.88% | -0.73% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.14% | -0.36% | +2.35% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.98% | -0.20% | -1.59% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.44% | -0.19% | +16.29% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.50% | -0.39% | -0.35% | |
| 8 | ETN | Eaton Corporation plc | Stock-Industrials | 2.28% | -0.11% | +1.28% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.93% | +1.01% | +32.09% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.91% | -0.08% | +1.19% | |
| 11 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.74% | -0.30% | +2.20% | |
| 12 | ANET | Arista Networks Inc | Stock-Tech | 1.61% | +0.15% | — | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.42% | -0.24% | -0.09% | |
| 14 | NOW | Servicenow Inc | Stock-Tech | 1.38% | — | +91.13% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.28% | -0.14% | -0.59% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.16% | -0.08% | +0.10% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.15% | -0.18% | -1.70% | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.08% | -0.05% | -0.69% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | -0.09% | +1.49% | |
| 20 | TT | Trane Technologies plc | Stock-Industrials | 1.05% | -0.07% | -0.21% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.99% | -0.15% | — | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.89% | -0.15% | +0.26% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.88% | +0.31% | +99.72% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.86% | +0.48% | -15.88% | |
| 25 | RKLB | Rocket Lab Corporation | Stock-Industrials | 0.85% | — | — | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.85% | -0.13% | -1.20% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.16% | +4.75% | |
| 28 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.84% | -0.14% | -1.61% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.81% | -0.29% | +4.95% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.79% | -0.51% | EXIT | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.08% | +11.16% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.38% | -3.96% | |
| 33 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.74% | -0.07% | +14.79% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | -0.01% | -0.70% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | -0.05% | -0.81% | |
| 36 | ASML | ASML Holding N.V. | Stock-Tech | 0.71% | +0.13% | -1.16% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.69% | -0.54% | EXIT | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.09% | — | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.66% | -0.07% | -3.59% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.21% | +52.63% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | -0.06% | +2.31% | |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.60% | -0.06% | +12.94% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | -0.05% | +2.11% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.55% | -0.07% | +10.55% | |
| 45 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.55% | +0.40% | -3.10% | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 0.54% | +4.38% | -5.98% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.53% | -0.12% | EXIT | |
| 48 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.50% | +0.04% | +0.01% | |
| 49 | BA | Boeing Co/the | Stock-Industrials | 0.45% | -0.15% | -5.26% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.43% | -0.05% | — |
According to official SEC Form 13F filings, Darden Wealth Group Inc reported a total U.S. public equity portfolio value of $252.3M across 106 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 23.6% of total reported equity market value during Q4 2024.
During Q4 2024, Darden Wealth Group Inc's top holdings by market value included NVDA (18.0%)、AAPL (6.9%)、MSFT (5.2%). The largest single position, NVDA, represented 18.0% of total portfolio value.
In Q4 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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