Darden Wealth Group Inc
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), Darden Wealth Group Inc reported 100 stock positions worth $165.4 million. Its top holding was Eaton (ETN) at 19.5% of the portfolio, followed by Nvidia (NVDA, 16.1%) and Apple (AAPL, 5.1%). Compared with Q1 2024, it opened 12 new positions, sold out of 18, added to 32 and reduced 36. The biggest buy was Eaton (ETN, shares +36%) and the biggest sale Amazon.com (AMZN, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- ANN ARBOR, MI
- CIK
- 0002011221
- Portfolio Value
- $165.4M (Q2 2024)
- SEC Filing
- 0002011221-24-000011 ↗ filed Aug 6, 2024
Holdings Value
Holdings 100 stocks · $165.4M
| ETN Eaton Corp. PLC | 19.45% | 10,262 | $32.2M | Add +36.4% |
| NVDA Nvidia Corp. | 16.13% | 215,971 | $26.7M | Reduce -5.5% |
| AAPL Apple Inc. | 5.07% | 39,814 | $8.4M | Add +7.4% |
| MSFT Microsoft Corp. | 4.97% | 18,387 | $8.2M | Add +5.3% |
| GOOGL Alphabet Inc. Class A | 4.53% | 41,142 | $7.5M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 3.94% | 33,755 | $6.5M | Reduce -2.9% |
| FLOT iShares Floating Rate Bond E | 2.14% | 69,348 | $3.5M | Reduce -0.3% |
| AVGO Broadcom Inc. | 1.76% | 1,809 | $2.9M | Add +26.8% |
| GOOG Alphabet Inc. Class C | 1.59% | 14,364 | $2.6M | Add +5.1% |
| FPE FT-Preferred Secur & Inc. ETF | 1.39% | 132,685 | $2.3M | Reduce -0.0% |
| AIRR First Trust Rba American Ind | 1.36% | 3,300 | $2.3M | New |
| AMD Advanced Micro Devices | 1.22% | 12,404 | $2.0M | Add +23.0% |
| DVY iShares Select Dividend ETF | 1.20% | 16,407 | $2.0M | Reduce -2.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.14% | 4,926 | $1.9M | Add +31.1% |
| IJH iShares Core S&P Midcap ETF | 1.10% | 31,017 | $1.8M | Reduce -4.9% |
| TIP iShares Tips Bond ETF | 1.06% | 16,487 | $1.8M | Reduce -9.2% |
| ANET Arista Networks Inc. | 1.00% | 4,711 | $1.7M | Add +16.2% |
| IJR iShares Core S&P Small-Cap E | 0.94% | 14,649 | $1.6M | Reduce -4.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.91% | 1,473 | $1.5M | Reduce -0.7% |
| IUSG iShares Core S&P U.S. Growth | 0.90% | 11,689 | $1.5M | Add +1.1% |
| BA The Boeing Co. | 0.87% | 7,911 | $1.4M | Reduce -16.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 2,596 | $1.4M | Add +11.8% |
| TT Trane Technologies PLC | 0.84% | 4,228 | $1.4M | Add +8.3% |
| MU Micron Technology Inc. | 0.81% | 10,196 | $1.3M | Add +2.7% |
| LLY Eli Lilly & Co. | 0.80% | 1,460 | $1.3M | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.79% | 27,572 | $1.3M | Reduce -12.8% |
| SHV iShares 0-1 Year Treasury Bo | 0.78% | 11,635 | $1.3M | Reduce -17.3% |
| MA Mastercard Inc. Class A | 0.74% | 2,789 | $1.2M | No change |
| PANW Palo Alto Networks Inc. | 0.73% | 3,573 | $1.2M | Add +5.2% |
| XLE SS Energy Select Sector | 0.68% | 12,370 | $1.1M | Add +2.0% |
| CVX Chevron Corp. | 0.68% | 7,140 | $1.1M | Add +8.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 2,627 | $1.1M | Add +5.3% |
| IEMG iShares Core MSCI Emerging | 0.64% | 19,870 | $1.1M | Reduce -4.2% |
| TFLO iShares Treasury Floating Ra | 0.63% | 20,550 | $1.0M | Add +3.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 2,098 | $1.0M | Reduce -41.0% |
| RTX RTX Corp. | 0.59% | 9,784 | $982K | Add +7.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 3,666 | $981K | No change |
| SMH Vaneck Semiconductor ETF | 0.57% | 3,631 | $946K | Reduce -24.1% |
| HD Home Depot Inc. | 0.55% | 2,638 | $908K | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.54% | 4,380 | $886K | Add +1.4% |
| ABBV Abbvie Inc. | 0.47% | 4,577 | $785K | Add +10.1% |
| LRCX Lam Research Corp. | 0.45% | 695 | $740K | Add +6.1% |
| VLUE iShares MSCI USA Value Facto | 0.44% | 7,012 | $725K | Reduce -16.1% |
| ADBE Adobe Inc. | 0.43% | 1,275 | $708K | Add +1.8% |
| TGT Target Corp. | 0.39% | 4,398 | $651K | Reduce -10.4% |
| ACN Accenture PLC Class A | 0.38% | 2,092 | $635K | Reduce -13.9% |
| SMCI Super Micro Computer Inc. | 0.38% | 765 | $627K | Add +5.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.38% | 14,805 | $625K | Add +39.0% |
| PG The Procter & Gamble Co. | 0.37% | 3,751 | $619K | Reduce -3.3% |
| GOVT iShares US Treasury Bond ETF | 0.35% | 25,929 | $585K | Reduce -15.1% |
| BLDR Builders Firstsource Inc. | 0.35% | 4,200 | $581K | Reduce -10.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.34% | 2,239 | $559K | No change |
| COST Costco Wholesale Corp. | 0.33% | 640 | $544K | No change |
| UNH Unitedhealth Group Inc. | 0.32% | 1,055 | $537K | Reduce -46.3% |
| JEPI JPMorgan Equity Premium Inco | 0.31% | 9,150 | $519K | Add +2.2% |
| BLK BlackRock Finance Inc. | 0.30% | 626 | $493K | Reduce -2.5% |
| SACH Sachem Capital Corp. | 0.28% | 182,000 | $471K | Add +1.7% |
| SRLN SS Blackstone Sr Loan ETF | 0.27% | 10,850 | $454K | New |
| SCHD Schwab US DVD Equity ETF | 0.27% | 5,789 | $450K | Add +9.2% |
| JNJ Johnson & Johnson | 0.27% | 3,076 | $450K | Reduce -22.2% |
| LIN Linde PLC | 0.27% | 1,000 | $439K | New |
| QUAL iShares MSCI USA Quality Fac | 0.26% | 2,519 | $430K | Reduce -3.3% |
| PWR Quanta Services Inc. | 0.25% | 1,600 | $407K | New |
| META Meta Platforms Inc. Class A | 0.24% | 775 | $391K | Add +29.2% |
| TSLA Tesla Inc. | 0.24% | 1,965 | $389K | Reduce -55.9% |
| V Visa Inc. Class A | 0.22% | 1,391 | $365K | No change |
| MCD McDonald's Corp. | 0.22% | 1,420 | $362K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 640 | $354K | No change |
| GAB Gabelli Equity Trust | 0.21% | 67,000 | $348K | New |
| JAAA Janus Henderson Aaa Clo ETF | 0.21% | 6,675 | $340K | New |
| TMDX Transmedics Group Inc. | 0.20% | 2,215 | $334K | New |
| ESGD iShares Trust iShares ESG Aw | 0.20% | 4,233 | $333K | No change |
| XLK SS Technology Select Sector | 0.20% | 1,463 | $331K | Add +9.3% |
| INTC Intel Corp. | 0.20% | 10,598 | $328K | Reduce -45.9% |
| KO The Coca-Cola Co. | 0.20% | 5,081 | $323K | No change |
| WMT Walmart Inc. | 0.19% | 4,742 | $321K | Add +29.7% |
| ITOT iShares Core S&P Total U.S. | 0.19% | 2,689 | $319K | Reduce -1.0% |
| GILD Gilead Sciences Inc. | 0.19% | 4,512 | $310K | Reduce -26.4% |
| XOM Exxon Mobil Corp. | 0.18% | 2,657 | $306K | Add +15.1% |
| URI United Rentals Inc. | 0.18% | 450 | $291K | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.17% | 6,373 | $288K | Reduce -5.2% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 1,801 | $286K | Add +16.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.17% | 5,814 | $283K | Reduce -31.0% |
| ORCL Oracle Corp. | 0.16% | 1,900 | $268K | No change |
| VIS Vanguard Industrials ETF | 0.16% | 1,130 | $266K | No change |
| GLD SPDR Gold Shares | 0.15% | 1,149 | $247K | Reduce -64.6% |
| AIG American International Group | 0.15% | 3,233 | $240K | No change |
| SCHV Schwab US Large-Cap Value | 0.14% | 3,236 | $240K | New |
| XLV SS Health Care Select Sector | 0.14% | 1,614 | $235K | No change |
| BLD Topbuild Corp. | 0.14% | 610 | $235K | New |
| MS Morgan Stanley | 0.14% | 2,396 | $233K | No change |
| AMAT Applied Materials Inc. | 0.14% | 970 | $229K | No change |
| LMT Lockheed Martin Corp. | 0.14% | 490 | $229K | No change |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.14% | 5,413 | $226K | Reduce -14.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 2,005 | $221K | No change |
| QCOM Qualcomm Inc. | 0.13% | 1,100 | $219K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.13% | 697 | $219K | New |
| COP Conocophillips | 0.12% | 1,770 | $202K | No change |
| APO Apollo Global Management Inc. | 0.12% | 1,700 | $201K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 828 | $200K | Reduce -75.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $646K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 15,572 | $646K | Reduce -4.0% |
Total filed on the 13F, all lines: $166.0M.
Portfolio Sells Q1 2024 → Q2 2024
| AMZN Amazon.com Inc. | Reduce -2.9% | 3.94% | −0.99 |
| FLOT iShares Floating Rate Bond E | Reduce -0.3% | 2.14% | −0.65 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -41.0% | 0.61% | −0.64 |
| BA The Boeing Co. | Reduce -16.4% | 0.87% | −0.57 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.56 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -75.1% | 0.12% | −0.53 |
| INTC Intel Corp. | Reduce -45.9% | 0.20% | −0.48 |
| TIP iShares Tips Bond ETF | Reduce -9.2% | 1.06% | −0.47 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.9% | 1.10% | −0.46 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -17.3% | 0.78% | −0.45 |
| UNH Unitedhealth Group Inc. | Reduce -46.3% | 0.32% | −0.44 |
| DVY iShares Select Dividend ETF | Reduce -2.6% | 1.20% | −0.43 |
| BLDR Builders Firstsource Inc. | Reduce -10.6% | 0.35% | −0.42 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -0.0% | 1.39% | −0.42 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.41 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 4.53% | −0.40 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.6% | 0.94% | −0.39 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -12.8% | 0.79% | −0.39 |
| JHMM John Hancock Multi Fact Mid | Sold out | 0.00% | −0.39 |
| TSLA Tesla Inc. | Reduce -55.9% | 0.24% | −0.38 |
| GLD SPDR Gold Shares | Reduce -64.6% | 0.15% | −0.38 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.32 |
| TGT Target Corp. | Reduce -10.4% | 0.39% | −0.29 |
| ACN Accenture PLC Class A | Reduce -13.9% | 0.38% | −0.28 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.28 |
| SMH Vaneck Semiconductor ETF | Reduce -24.1% | 0.57% | −0.28 |
| VLUE iShares MSCI USA Value Facto | Reduce -16.1% | 0.44% | −0.27 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.26 |
| HD Home Depot Inc. | Reduce -0.8% | 0.55% | −0.25 |
| AVUV Avantis US Small Cap Value | Sold out | 0.00% | −0.25 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.24 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.23 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.7% | 0.91% | −0.22 |
| JNJ Johnson & Johnson | Reduce -22.2% | 0.27% | −0.22 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.22 |
| IEMG iShares Core MSCI Emerging | Reduce -4.2% | 0.64% | −0.20 |
| GOVT iShares US Treasury Bond ETF | Reduce -15.1% | 0.35% | −0.19 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.19 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.18 |
| GILD Gilead Sciences Inc. | Reduce -26.4% | 0.19% | −0.17 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.16 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.16 |
| BSCW Invesco Bulletshares 2032 CB | Sold out | 0.00% | −0.16 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.16 |
| BSCT Invesco Bulletshares 2029 CB | Sold out | 0.00% | −0.16 |
| BSCS Invesco Bulletshares 2028 CB | Sold out | 0.00% | −0.16 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -31.0% | 0.17% | −0.16 |
| NVDA Nvidia Corp. | Reduce -5.5% | 16.13% | −0.14 |
| BLK BlackRock Finance Inc. | Reduce -2.5% | 0.30% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -3.3% | 0.37% | −0.12 |
Portfolio Buys Q1 2024 → Q2 2024
| ETN Eaton Corp. PLC | Add +36.4% | 19.45% | +17.60 |
| AIRR First Trust Rba American Ind | New | 1.36% | +1.36 |
| SRLN SS Blackstone Sr Loan ETF | New | 0.27% | +0.27 |
| LIN Linde PLC | New | 0.27% | +0.27 |
| AVGO Broadcom Inc. | Add +26.8% | 1.76% | +0.26 |
| PWR Quanta Services Inc. | New | 0.25% | +0.25 |
| GAB Gabelli Equity Trust | New | 0.21% | +0.21 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.21% | +0.21 |
| TMDX Transmedics Group Inc. | New | 0.20% | +0.20 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +31.1% | 1.14% | +0.19 |
| SCHV Schwab US Large-Cap Value | New | 0.14% | +0.14 |
| BLD Topbuild Corp. | New | 0.14% | +0.14 |
| QCOM Qualcomm Inc. | New | 0.13% | +0.13 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.13% | +0.13 |
| APO Apollo Global Management Inc. | New | 0.12% | +0.12 |
| ANET Arista Networks Inc. | Add +16.2% | 1.00% | +0.07 |
| AAPL Apple Inc. | Add +7.4% | 5.07% | +0.06 |
| WMT Walmart Inc. | Add +29.7% | 0.19% | +0.02 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +39.0% | 0.38% | +0.02 |
| META Meta Platforms Inc. Class A | Add +29.2% | 0.24% | +0.01 |
| XLK SS Technology Select Sector | Add +9.3% | 0.20% | −0.02 |
| XOM Exxon Mobil Corp. | Add +15.1% | 0.18% | −0.03 |
| PANW Palo Alto Networks Inc. | Add +5.2% | 0.73% | −0.03 |
| GE General Electric | Add +16.7% | 0.17% | −0.04 |
| GOOG Alphabet Inc. Class C | Add +5.1% | 1.59% | −0.05 |
| LRCX Lam Research Corp. | Add +6.1% | 0.45% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Add +9.2% | 0.27% | −0.06 |
| ADBE Adobe Inc. | Add +1.8% | 0.43% | −0.07 |
| TT Trane Technologies PLC | Add +8.3% | 0.84% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Add +2.2% | 0.31% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.8% | 0.85% | −0.10 |
| RTX RTX Corp. | Add +7.0% | 0.59% | −0.11 |
| MU Micron Technology Inc. | Add +2.7% | 0.81% | −0.11 |
| ABBV Abbvie Inc. | Add +10.1% | 0.47% | −0.12 |
| CVX Chevron Corp. | Add +8.7% | 0.68% | −0.14 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 0.54% | −0.15 |
| TFLO iShares Treasury Floating Ra | Add +3.4% | 0.63% | −0.16 |
| IUSG iShares Core S&P U.S. Growth | Add +1.1% | 0.90% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.3% | 0.65% | −0.18 |
| SMCI Super Micro Computer Inc. | Add +5.5% | 0.38% | −0.20 |
| AMD Advanced Micro Devices | Add +23.0% | 1.22% | −0.22 |
| XLE SS Energy Select Sector | Add +2.0% | 0.68% | −0.22 |
| SACH Sachem Capital Corp. | Add +1.7% | 0.28% | −0.34 |
| MSFT Microsoft Corp. | Add +5.3% | 4.97% | −0.82 |
Notes & Other Activity Q1 2024 → Q2 2024
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Reduce -4.0% | 15,572 | $646K |
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 |