DW

Darden Wealth Group Inc

13F
Darden Wealth Group Inc
Last update 2024-11-12 104 Stocks (8 new)
Value $139.00 Mil Turnover 5 %
Countries:
Top Holdings: NVDA(18.15%)AAPL(6.97%)MSFT(5.70%)GOOGL(4.72%)AMZN(4.55%)
Portfolio Report
Summary Stock Picks Current Portfolio
Darden Wealth Group Inc Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
208,414
25309.880
-3.50%
18.150
-0.56%
0.000
-4.56%
-1.88%
3226802.400
Semiconductors
AAPL 		Apple Inc
41,706
9717.530
+4.75%
6.970
+0.32%
0.000
+0.97%
-6.84%
3508035.247
Hardware
MSFT 		Microsoft Corp
18,478
7951.320
+0.49%
5.700
+0.03%
0.000
-0.63%
-1.38%
3090456.892
Software
GOOGL 		Alphabet Inc
39,702
6584.620
-3.50%
4.720
-0.16%
0.000
+15.11%
+0.19%
2329320.320
Interactive Media
AMZN 		Amazon.com Inc
34,024
6339.690
+0.80%
4.550
+0.04%
0.000
+16.11%
-0.74%
2289748.797
Retail - Cyclical
FLOT 		iShares Floating Rate Bond ETF
73,132
3732.690
+5.46%
2.680
+0.14%
0.050
+1.53%
+0.20%
7707.951
 
ETN 		Eaton Corp PLC
10,071
3338.120
-1.86%
2.390
-0.36%
0.000
-1.31%
+2.49%
134423.328
Industrial Products
AVGO 		Broadcom Inc
18,940
3267.150
+4.70%
2.340
+0.11%
0.000
+23.58%
-3.08%
1053248.928
Semiconductors
FPE 		First Trust Preferred Securities and Income ETF
143,072
2589.620
+7.83%
1.860
+0.14%
0.040
-1.70%
-0.73%
5689.254
 
GOOG 		Alphabet Inc
14,693
2456.520
+2.29%
1.760
+0.04%
0.000
+14.98%
+0.32%
2329320.320
Interactive Media

Darden Wealth Group Inc's Historical Top Holdings Breakdowns

Darden Wealth Group Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ETN 		Eaton Corp PLC2024-06-30Add
+5.18%
●
303.02 ($322.85) 340.89
$340.14
5.36%
Add 36.44%
10,262
2,741
AIRR 		First Trust RBA American Industrial Renaissance ET2024-06-30New Buy
+1.36%
●
61.64 ($67.89) 73.21
$80.15
18.06%
New holding
3,300
3,300
IJH 		iShares Core S&P Mid-Cap ETF2024-03-31Add
+1.23%
●
53.67 ($56.61) 60.74
$63.12
11.50%
Add 391.34%
32,630
25,989
BA 		Boeing Co2024-03-31Reduce
-0.96%
●
179.84 ($205.48) 251.76
$167.02
-18.72%
Reduce -28.87%
9,462
-3,840
NVDA 		NVIDIA Corp2024-06-30Reduce
-0.90%
●
76.2 ($101.1) 135.58
$131.76
30.33%
Reduce -5.55%
215,971
-12,679
CRWD 		CrowdStrike Holdings Inc2024-03-31Add
+0.67%
●
244.36 ($306.18) 334.55
$348.04
13.67%
Add 247.64%
3,758
2,677
NOW 		ServiceNow Inc2024-09-30New Buy
+0.65%
●
730.87 ($822.02) 937.36
$1,031.29
25.46%
New holding
1,015
1,015
AMD 		Advanced Micro Devices Inc2024-03-31Add
+0.64%
●
135.32 ($174.81) 211.38
$116.09
-33.59%
Add 80.95%
10,088
4,513
TSLA 		Tesla Inc2024-03-31Reduce
-0.64%
●
162.5 ($195.37) 248.42
$396.36
102.88%
Reduce -37.43%
4,455
-2,665
AVGO 		Broadcom Inc2024-03-31Add
+0.63%
●
104.9 ($123.9) 140.7
$224.70
81.36%
Add 73.81%
14,270
606

Darden Wealth Group Inc Total Holding History ($B)

To

Darden Wealth Group Inc's Asset Allocation

To

Darden Wealth Group Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Darden Wealth Group Inc's Hypothetical Growth since 2024-09-30

Darden Wealth Group Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Darden Wealth Group Inc's Holdings Heat Map

Size field:

Darden Wealth Group Inc's Holdings Bubble Chart

Darden Wealth Group Inc News

  • 1

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