Darden Wealth Group Inc
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Darden Wealth Group Inc reported 106 stock positions worth $126.9 million. Its top holding was Nvidia (NVDA) at 16.3% of the portfolio, followed by Microsoft (MSFT, 5.8%) and Apple (AAPL, 5.0%). Compared with Q4 2023, it opened 13 new positions, sold out of 8, added to 40 and reduced 31. The biggest buy was CrowdStrike Class A (CRWD, shares +248%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- ANN ARBOR, MI
- CIK
- 0002011221
- Portfolio Value
- $126.9M (Q1 2024)
- SEC Filing
- 0002011221-24-000004 ↗ filed May 8, 2024
Holdings Value
Holdings 106 stocks · $126.9M
| NVDA Nvidia Corp. | 16.27% | 22,865 | $20.7M | Reduce -2.9% |
| MSFT Microsoft Corp. | 5.79% | 17,467 | $7.3M | Add +10.4% |
| AAPL Apple Inc. | 5.01% | 37,061 | $6.4M | Reduce -3.2% |
| AMZN Amazon.com Inc. | 4.94% | 34,746 | $6.3M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 4.93% | 41,497 | $6.3M | Reduce -1.9% |
| FLOT iShares Floating Rate Bond E | 2.80% | 69,528 | $3.6M | Add +26.3% |
| ETN Eaton Corp. PLC | 1.86% | 7,521 | $2.4M | Add +48.1% |
| FPE FT-Preferred Secur & Inc. ETF | 1.81% | 132,739 | $2.3M | Add +20.9% |
| GOOG Alphabet Inc. Class C | 1.64% | 13,672 | $2.1M | Add +4.9% |
| DVY iShares Select Dividend ETF | 1.63% | 16,849 | $2.1M | Reduce -3.9% |
| IJH iShares Core S&P Midcap ETF | 1.56% | 32,630 | $2.0M | Reduce -1.7% |
| TIP iShares Tips Bond ETF | 1.54% | 18,154 | $1.9M | Reduce -5.0% |
| AVGO Broadcom Inc. | 1.50% | 1,427 | $1.9M | Add +73.8% |
| BA The Boeing Co. | 1.44% | 9,462 | $1.8M | Reduce -28.9% |
| AMD Advanced Micro Devices | 1.43% | 10,088 | $1.8M | Add +81.0% |
| IJR iShares Core S&P Small-Cap E | 1.34% | 15,355 | $1.7M | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.24% | 3,553 | $1.6M | Add +4.7% |
| SHV iShares 0-1 Year Treasury Bo | 1.22% | 14,066 | $1.6M | Add +9.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 1.18% | 31,619 | $1.5M | Add +6.5% |
| ASML ASML Holding NV-NY Reg SHS | 1.13% | 1,483 | $1.4M | Reduce -0.7% |
| IUSG iShares Core S&P U.S. Growth | 1.07% | 11,561 | $1.4M | Add +1.4% |
| MA Mastercard Inc. Class A | 1.06% | 2,789 | $1.3M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.96% | 2,323 | $1.2M | Add +9.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.95% | 3,758 | $1.2M | Add +247.6% |
| ANET Arista Networks Inc. | 0.93% | 4,055 | $1.2M | Add +79.7% |
| TT Trane Technologies PLC | 0.93% | 3,905 | $1.2M | Add +60.0% |
| MU Micron Technology Inc. | 0.92% | 9,925 | $1.2M | Add +22.2% |
| XLE SS Energy Select Sector | 0.90% | 12,129 | $1.1M | Add +0.6% |
| LLY Eli Lilly & Co. | 0.89% | 1,460 | $1.1M | Add +7.3% |
| SMH Vaneck Semiconductor ETF | 0.85% | 4,782 | $1.1M | Add +149.3% |
| IEMG iShares Core MSCI Emerging | 0.84% | 20,735 | $1.1M | Reduce -5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.83% | 2,495 | $1.0M | Add +21.4% |
| CVX Chevron Corp. | 0.82% | 6,569 | $1.0M | Add +17.7% |
| HD Home Depot Inc. | 0.80% | 2,658 | $1.0M | Add +3.1% |
| TFLO iShares Treasury Floating Ra | 0.79% | 19,868 | $1.0M | Add +18.8% |
| BLDR Builders Firstsource Inc. | 0.77% | 4,700 | $980K | Reduce -2.1% |
| UNH Unitedhealth Group Inc. | 0.77% | 1,965 | $972K | Reduce -4.8% |
| PANW Palo Alto Networks Inc. | 0.76% | 3,396 | $965K | Add +65.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.75% | 3,666 | $953K | Add +0.6% |
| VLUE iShares MSCI USA Value Facto | 0.71% | 8,359 | $905K | Reduce -4.1% |
| RTX RTX Corp. | 0.70% | 9,142 | $892K | Add +64.4% |
| TGT Target Corp. | 0.69% | 4,909 | $870K | Reduce -17.5% |
| INTC Intel Corp. | 0.68% | 19,592 | $865K | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 0.68% | 4,320 | $865K | Reduce -2.2% |
| ACN Accenture PLC Class A | 0.66% | 2,431 | $843K | Reduce -1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.66% | 3,328 | $832K | Add +9.9% |
| SACH Sachem Capital Corp. | 0.63% | 179,000 | $798K | Add +58.4% |
| TSLA Tesla Inc. | 0.62% | 4,455 | $783K | Reduce -37.4% |
| ABBV Abbvie Inc. | 0.60% | 4,159 | $757K | Add +108.9% |
| SMCI Super Micro Computer Inc. | 0.58% | 725 | $732K | Reduce -4.6% |
| VOO Vanguard S&P 500 ETF | 0.56% | 1,471 | $707K | Add +3.6% |
| GOVT iShares US Treasury Bond ETF | 0.55% | 30,528 | $695K | No change |
| GLD SPDR Gold Shares | 0.53% | 3,249 | $668K | Reduce -13.3% |
| LRCX Lam Research Corp. | 0.50% | 655 | $638K | New |
| ADBE Adobe Inc. | 0.50% | 1,252 | $632K | Add +50.8% |
| PG The Procter & Gamble Co. | 0.50% | 3,880 | $630K | Reduce -15.3% |
| JNJ Johnson & Johnson | 0.49% | 3,954 | $626K | Reduce -15.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.42% | 2,239 | $537K | No change |
| BLK BlackRock Finance Inc. | 0.42% | 642 | $536K | Reduce -8.0% |
| RSP Invesco S&P 500 Equal Weight | 0.41% | 3,091 | $523K | Add +64.4% |
| JEPI JPMorgan Equity Premium Inco | 0.41% | 8,950 | $518K | Add +4.1% |
| JHMM John Hancock Multi Fact Mid | 0.39% | 8,600 | $493K | No change |
| COST Costco Wholesale Corp. | 0.37% | 640 | $469K | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.36% | 10,655 | $453K | New |
| GILD Gilead Sciences Inc. | 0.35% | 6,135 | $449K | Reduce -14.0% |
| QUAL iShares MSCI USA Quality Fac | 0.34% | 2,604 | $428K | Add +7.0% |
| SCHD Schwab US DVD Equity ETF | 0.34% | 5,302 | $428K | Add +36.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.33% | 8,422 | $414K | New |
| NOW ServiceNow Inc. | 0.32% | 535 | $408K | New |
| MCD McDonald's Corp. | 0.32% | 1,420 | $400K | No change |
| V Visa Inc. Class A | 0.31% | 1,391 | $388K | Add +0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 640 | $372K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.28% | 8,505 | $355K | Reduce -4.5% |
| ESGD iShares Trust iShares ESG Aw | 0.27% | 4,233 | $338K | Reduce -0.3% |
| SBUX Starbucks Corp. | 0.26% | 3,597 | $329K | Reduce -1.4% |
| URI United Rentals Inc. | 0.26% | 450 | $325K | No change |
| AVUV Avantis US Small Cap Value | 0.25% | 3,400 | $319K | Reduce -48.5% |
| KO The Coca-Cola Co. | 0.25% | 5,081 | $313K | No change |
| ITOT iShares Core S&P Total U.S. | 0.25% | 2,717 | $313K | Reduce -1.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.24% | 6,724 | $307K | Add +2.4% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 6,042 | $303K | Add +5.4% |
| META Meta Platforms Inc. Class A | 0.23% | 600 | $291K | New |
| SYK Stryker Corp. | 0.23% | 800 | $286K | No change |
| ROP Roper Technologies Inc. | 0.22% | 500 | $280K | No change |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.22% | 6,299 | $280K | No change |
| XLK SS Technology Select Sector | 0.22% | 1,338 | $279K | New |
| VIS Vanguard Industrials ETF | 0.22% | 1,130 | $276K | No change |
| GE General Electric | 0.21% | 1,543 | $271K | New |
| XOM Exxon Mobil Corp. | 0.21% | 2,309 | $268K | Reduce -9.4% |
| AIG American International Group | 0.20% | 3,233 | $253K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.19% | 2,676 | $240K | New |
| ORCL Oracle Corp. | 0.19% | 1,900 | $239K | No change |
| XLV SS Health Care Select Sector | 0.19% | 1,614 | $238K | Add +7.1% |
| MS Morgan Stanley | 0.18% | 2,396 | $226K | No change |
| COP Conocophillips | 0.18% | 1,770 | $225K | No change |
| LMT Lockheed Martin Corp. | 0.18% | 490 | $224K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 1,170 | $223K | New |
| WMT Walmart Inc. | 0.17% | 3,655 | $220K | New |
| NOC Northrop Grumman Corp. | 0.16% | 430 | $206K | No change |
| CMCSA Comcast Corp. Class A | 0.16% | 4,694 | $203K | Reduce -11.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 2,005 | $203K | New |
| BSCW Invesco Bulletshares 2032 CB | 0.16% | 10,000 | $203K | No change |
| MPC Marathon Petroleum Corp. | 0.16% | 1,002 | $202K | New |
| BSCT Invesco Bulletshares 2029 CB | 0.16% | 11,000 | $201K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.16% | 10,000 | $201K | No change |
| AMAT Applied Materials Inc. | 0.16% | 970 | $200K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $631K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 16,212 | $631K | Reduce -3.1% |
Total filed on the 13F, all lines: $127.6M.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -3.2% | 5.01% | −2.12 |
| BA The Boeing Co. | Reduce -28.9% | 1.44% | −1.92 |
| TSLA Tesla Inc. | Reduce -37.4% | 0.62% | −1.09 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 4.93% | −0.78 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.47 |
| TIP iShares Tips Bond ETF | Reduce -5.0% | 1.54% | −0.45 |
| NGG National Grid PLC-SP ADR | Sold out | 0.00% | −0.42 |
| LIN Linde PLC | Sold out | 0.00% | −0.40 |
| DVY iShares Select Dividend ETF | Reduce -3.9% | 1.63% | −0.35 |
| AVUV Avantis US Small Cap Value | Reduce -48.5% | 0.25% | −0.32 |
| INTC Intel Corp. | Reduce -4.8% | 0.68% | −0.32 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.9% | 1.34% | −0.30 |
| UNH Unitedhealth Group Inc. | Reduce -4.8% | 0.77% | −0.29 |
| IEMG iShares Core MSCI Emerging | Reduce -5.3% | 0.84% | −0.23 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.7% | 1.56% | −0.22 |
| JNJ Johnson & Johnson | Reduce -15.2% | 0.49% | −0.21 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.21 |
| GILD Gilead Sciences Inc. | Reduce -14.0% | 0.35% | −0.21 |
| BSCU Invesco Bulletshares 2030 CB | Sold out | 0.00% | −0.19 |
| BSCV Invesco Bulletshares 2031 CB | Sold out | 0.00% | −0.19 |
| ACN Accenture PLC Class A | Reduce -1.1% | 0.66% | −0.17 |
| GLD SPDR Gold Shares | Reduce -13.3% | 0.53% | −0.17 |
| PG The Procter & Gamble Co. | Reduce -15.3% | 0.50% | −0.15 |
| VLUE iShares MSCI USA Value Facto | Reduce -4.1% | 0.71% | −0.14 |
| TGT Target Corp. | Reduce -17.5% | 0.69% | −0.13 |
| BLK BlackRock Finance Inc. | Reduce -8.0% | 0.42% | −0.13 |
| SBUX Starbucks Corp. | Reduce -1.4% | 0.26% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.5% | 0.28% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -11.3% | 0.16% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 0.68% | −0.05 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.3% | 0.27% | −0.04 |
| LMF ACQUISITION OPPORTUNIT I | Sold out | 0.00% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -9.4% | 0.21% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.3% | 0.25% | −0.03 |
| IVT Inventrust Properties Corp. | Sold out | 0.00% | −0.03 |
| BLDR Builders Firstsource Inc. | Reduce -2.1% | 0.77% | −0.00 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.7% | 1.13% | +0.04 |
| SMCI Super Micro Computer Inc. | Reduce -4.6% | 0.58% | +0.37 |
| NVDA Nvidia Corp. | Reduce -2.9% | 16.27% | +4.99 |
Portfolio Buys Q4 2023 → Q1 2024
| CRWD CrowdStrike Holdings Inc. Class A | Add +247.6% | 0.95% | +0.68 |
| ETN Eaton Corp. PLC | Add +48.1% | 1.86% | +0.67 |
| AMD Advanced Micro Devices | Add +81.0% | 1.43% | +0.64 |
| AVGO Broadcom Inc. | Add +73.8% | 1.50% | +0.61 |
| SMH Vaneck Semiconductor ETF | Add +149.3% | 0.85% | +0.52 |
| LRCX Lam Research Corp. | New | 0.50% | +0.50 |
| ANET Arista Networks Inc. | Add +79.7% | 0.93% | +0.41 |
| SHYG iShares 0-5 YR HY Corp. Bond | New | 0.36% | +0.36 |
| TT Trane Technologies PLC | Add +60.0% | 0.93% | +0.35 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.33% | +0.33 |
| NOW ServiceNow Inc. | New | 0.32% | +0.32 |
| ABBV Abbvie Inc. | Add +108.9% | 0.60% | +0.30 |
| MU Micron Technology Inc. | Add +22.2% | 0.92% | +0.25 |
| RTX RTX Corp. | Add +64.4% | 0.70% | +0.25 |
| META Meta Platforms Inc. Class A | New | 0.23% | +0.23 |
| XLK SS Technology Select Sector | New | 0.22% | +0.22 |
| GE General Electric | New | 0.21% | +0.21 |
| SACH Sachem Capital Corp. | Add +58.4% | 0.63% | +0.21 |
| EMB iShares JP Morgan Usd Emergi | New | 0.19% | +0.19 |
| IBM Intl Business Machines Corp. | New | 0.18% | +0.18 |
| PANW Palo Alto Networks Inc. | Add +65.7% | 0.76% | +0.18 |
| WMT Walmart Inc. | New | 0.17% | +0.17 |
| TJX TJX Companies Inc. | New | 0.16% | +0.16 |
| MPC Marathon Petroleum Corp. | New | 0.16% | +0.16 |
| AMAT Applied Materials Inc. | New | 0.16% | +0.16 |
| LLY Eli Lilly & Co. | Add +7.3% | 0.89% | +0.13 |
| RSP Invesco S&P 500 Equal Weight | Add +64.4% | 0.41% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +21.4% | 0.83% | +0.12 |
| FLOT iShares Floating Rate Bond E | Add +26.3% | 2.80% | +0.10 |
| SCHD Schwab US DVD Equity ETF | Add +36.1% | 0.34% | +0.05 |
| MSFT Microsoft Corp. | Add +10.4% | 5.79% | +0.04 |
| FPE FT-Preferred Secur & Inc. ETF | Add +20.9% | 1.81% | +0.02 |
| ADBE Adobe Inc. | Add +50.8% | 0.50% | +0.02 |
| CVX Chevron Corp. | Add +17.7% | 0.82% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +7.0% | 0.34% | −0.01 |
| XLV SS Health Care Select Sector | Add +7.1% | 0.19% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.9% | 0.96% | −0.02 |
| TFLO iShares Treasury Floating Ra | Add +18.8% | 0.79% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +9.9% | 0.66% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Add +5.4% | 0.24% | −0.03 |
| V Visa Inc. Class A | Add +0.8% | 0.31% | −0.04 |
| VOO Vanguard S&P 500 ETF | Add +3.6% | 0.56% | −0.04 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +2.4% | 0.24% | −0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +4.1% | 0.41% | −0.05 |
| HD Home Depot Inc. | Add +3.1% | 0.80% | −0.06 |
| XLE SS Energy Select Sector | Add +0.6% | 0.90% | −0.08 |
| IUSG iShares Core S&P U.S. Growth | Add +1.4% | 1.07% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.6% | 0.75% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.7% | 1.24% | −0.10 |
| AMZN Amazon.com Inc. | Add +1.0% | 4.94% | −0.12 |
Notes & Other Activity Q4 2023 → Q1 2024
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Reduce -3.1% | 16,212 | $631K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 154 | $252.0M | NVDA, MU, GOOGL, RKLB, AAPL |
| Q1 2026 | 149 | $195.9M | NVDA, GOOGL, AAPL, RKLB, AMZN |
| Q4 2025 | 147 | $205.8M | NVDA, GOOGL, AAPL, MSFT, AMZN |
| Q3 2025 | 133 | $191.0M | NVDA, MSFT, AAPL, GOOGL, AMZN |
| Q2 2025 | 130 | $164.9M | NVDA, MSFT, AMZN, AAPL, GOOGL |
| Q1 2025 | 96 | $128.0M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2024 | 104 | $147.5M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2024 | 103 | $138.7M | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q2 2024 | 100 | $165.4M | ETN, NVDA, AAPL, MSFT, GOOGL |
| Q1 2024 | 106 | $126.9M | NVDA, MSFT, AAPL, AMZN, GOOGL |