DW
| |
Darden Wealth Group Inc13F | |
Darden Wealth Group Inc | |
Last update 2025-05-05 | 98 Stocks (1 new) |
Value $129.00 Mil | Turnover 1 % |
Darden Wealth Group Inc Top Holdings of 2025-03-31
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 | 193,334 | 20,953.6 | -2.68% | 16.240 | -0.48% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
AAPL | Apple Inc | 39,706 | 8,820.0 | -2.71% | 6.840 | -0.19% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
MSFT | Microsoft Corp | 17,993 | 6,754.6 | -1.91% | 5.240 | -0.10% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AMZN | Amazon.com Inc | 34,638 | 6,590.2 | -0.53% | 5.110 | -0.03% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 38,332 | 5,927.7 | -1.89% | 4.600 | -0.09% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
FLOT | iShares Floating Rate Bond ETF | 74,397 | 3,798.0 | +2.08% | 2.940 | +0.06% | 0.040 | +1.33% | +2.44% | 8,909.6 | ||
AVGO | Broadcom Inc | 19,445 | 3,255.7 | -11.71% | 2.520 | -0.40% | 0.000 | +79.10% | +19.33% | 1,294,301.1 | Semiconductors | |
CRWD | CrowdStrike Holdings Inc | 7,822 | 2,757.9 | -6.86% | 2.140 | -0.13% | 0.000 | +47.99% | +50.25% | 128,138.5 | Software | |
FPE |
First Trust Preferred Securities and Income ETF
First Trust Preferred Securities and Income ETF
| 143,685 | 2,527.4 | -1.73% | 1.960 | -0.03% | 0.040 | +3.85% | +3.92% | 5,963.3 | ||
ETN | Eaton Corp PLC | 8,824 | 2,398.8 | -13.49% | 1.860 | -0.31% | 0.000 | +39.34% | +9.93% | 141,736.7 | Industrial Products |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|
AMD | Advanced Micro Devices Inc | 2025-03-31 | Sold Out Sold Out | -0.86% | 96.63 ($111.19) 129.55 | $137.91 | 24.03% | Sold Out | 0 | -10,579 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.48% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Reduce -2.68% | 193,334 | -5,331 | |
ADBE | Adobe Inc | 2025-03-31 | Sold Out Sold Out | -0.41% | 377.84 ($428.84) 464.11 | $379.31 | -11.55% | Sold Out | 0 | -1,361 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.40% | 167.43 ($211.65) 244.7 | $275.18 | 30.02% | Reduce -11.71% | 19,445 | -2,580 | |
ETN | Eaton Corp PLC | 2025-03-31 | Reduce Reduce | -0.31% | 271.83 ($311.37) 371.23 | $362.22 | 16.33% | Reduce -13.49% | 8,824 | -1,376 | |
RKLB | Rocket Lab USA Inc | 2025-03-31 | Add Add | +0.26% | 17.12 ($23.96) 31.57 | $35.66 | 48.83% | Add 37.19% | 68,250 | 18,500 | |
BLDR | Builders FirstSource Inc | 2025-03-31 | Sold Out Sold Out | -0.24% | 122.8 ($145.49) 173.51 | $127.22 | -12.56% | Sold Out | 0 | -2,530 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.19% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Reduce -2.71% | 39,706 | -1,104 | |
MRVL | Marvell Technology Inc | 2025-03-31 | Sold Out Sold Out | -0.18% | 61.57 ($97.02) 126.06 | $75.18 | -22.51% | Sold Out | 0 | -2,390 | |
MSTR | Strategy | 2025-03-31 | Sold Out Sold Out | -0.17% | 239.27 ($317.51) 396.5 | $403.99 | 27.24% | Sold Out | 0 | -850 |
Darden Wealth Group Inc Total Holding History ($B)
Darden Wealth Group Inc's Asset Allocation
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 2025-03-31
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