DW

Darden Wealth Group Inc

13F
Darden Wealth Group Inc
Last update 2024-08-06 101 Stocks (12 new)
Value $166.00 Mil Turnover 11 %
Countries:
Top Holdings: ETN(19.38%)NVDA(16.07%)AAPL(5.05%)MSFT(4.95%)GOOGL(4.51%)
Portfolio Report
Summary Stock Picks Current Portfolio
Darden Wealth Group Inc Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ETN 		Eaton Corp PLC
10,262
32175.130
+36.44%
19.380
+5.18%
0.000
+24.16%
+41.84%
133372.096
Industrial Products
NVDA 		NVIDIA Corp
215,971
26681.020
-5.55%
16.070
-0.90%
0.000
+39.32%
+182.62%
3432482.900
Semiconductors
AAPL 		Apple Inc
39,814
8385.640
+7.43%
5.050
+0.35%
0.000
+6.90%
+16.50%
3377630.651
Hardware
MSFT 		Microsoft Corp
18,387
8217.870
+5.27%
4.950
+0.25%
0.000
+4.32%
+10.02%
3059156.043
Software
GOOGL 		Alphabet Inc
41,142
7494.040
-0.86%
4.510
-0.04%
0.000
+6.73%
+21.81%
2085834.873
Interactive Media
AMZN 		Amazon.com Inc
33,755
6523.150
-2.85%
3.930
-0.14%
0.000
+23.90%
+31.30%
2097744.695
Retail - Cyclical
FLOT 		iShares Floating Rate Bond ETF
69,348
3543.010
-0.26%
2.130
-0.01%
-
+0.51%
+0.53%
7303.369
 
AVGO 		Broadcom Inc
18,090
2904.400
+26.77%
1.750
+0.37%
0.000
+22.80%
+57.47%
812213.181
Semiconductors
GOOG 		Alphabet Inc
14,364
2634.650
+5.06%
1.590
+0.08%
0.000
+6.84%
+21.93%
2088464.210
Interactive Media
FPE 		First Trust Preferred Securities and Income ETF
132,685
2303.410
-0.04%
1.390
0%
-
+3.80%
+6.82%
5712.861
 

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
$337.48
4.53%
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
$77.81
14.61%
New holding
3,300
3,300
NVDA 		NVIDIA Corp2024-06-30Reduce
-0.90%
●
76.2 ($101.1) 135.58
$139.91
38.39%
Reduce -5.55%
215,971
-12,679
VOO 		Vanguard S&P 500 ETF2024-06-30Sold Out
-0.55%
●
455.1 ($481.2) 504.28
$530.10
10.16%
Sold Out
0
-1,471
QQQ 		INVESCO QQQ Trust2024-06-30Reduce
-0.51%
●
414.65 ($449.75) 485.21
$492.21
9.44%
Reduce -40.95%
2,098
-1,455
VO 		Vanguard Mid-Cap ETF2024-06-30Reduce
-0.49%
●
234.99 ($243.07) 248.98
$266.69
9.72%
Reduce -75.12%
828
-2,500
RSP 		Invesco S&P 500 Equal Weight ETF2024-06-30Sold Out
-0.41%
●
159.21 ($164.49) 168.37
$178.67
8.62%
Sold Out
0
-3,091
JHMM 		John Hancock Multifactor Mid Cap ETF2024-06-30Sold Out
-0.39%
●
53.47 ($55.39) 57.04
$60.68
9.55%
Sold Out
0
-8,600
AVGO 		Broadcom Inc2024-06-30Add
+0.37%
●
120.47 ($140.14) 182.89
$173.90
24.09%
Add 26.77%
18,090
382
AAPL 		Apple Inc2024-06-30Add
+0.35%
●
165 ($186.49) 216.67
$223.45
19.82%
Add 7.43%
39,814
2,753

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 2024-06-30

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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