Darden Wealth Group Inc

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Darden Wealth Group Inc reported 104 stock positions worth $147.5 million. Its top holding was Nvidia (NVDA) at 18.1% of the portfolio, followed by Apple (AAPL, 6.9%) and Microsoft (MSFT, 5.2%). Compared with Q3 2024, it opened 7 new positions, sold out of 6, added to 39 and reduced 33. The biggest buy was Broadcom (AVGO, shares +16%) and the biggest sale Advanced Micro Devices (AMD, shares −16%).

Most Recent 13F
Q2 2026
Location
ANN ARBOR, MI
CIK
0002011221
Portfolio Value
$147.5M (Q4 2024)
SEC Filing
0002011221-25-000002 ↗ filed Feb 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $126.9M Q1 2024 Q2 2024: $165.4M Q2 2024 Q3 2024: $138.7M Q3 2024 Q4 2024: $147.5M $147.5M Q4 2024 Q1 2025: $128.0M Q1 2025 Q2 2025: $164.9M Q2 2025 Q3 2025: $191.0M Q3 2025 Q4 2025: $205.8M Q4 2025 Q1 2026: $195.9M Q1 2026 Q2 2026: $252.0M Q2 2026

Holdings 104 stocks · $147.5M
NVDA Nvidia Corp. 18.08% 198,665 $26.7M Reduce -4.7%
AAPL Apple Inc. 6.93% 40,810 $10.2M Reduce -2.1%
MSFT Microsoft Corp. 5.24% 18,343 $7.7M Reduce -0.7%
AMZN Amazon.com Inc. 5.18% 34,824 $7.6M Add +2.4%
GOOGL Alphabet Inc. Class A 5.01% 39,072 $7.4M Reduce -1.6%
AVGO Broadcom Inc. 3.46% 22,025 $5.1M Add +16.3%
FLOT iShares Floating Rate Bond E 2.51% 72,878 $3.7M Reduce -0.3%
ETN Eaton Corp. PLC 2.29% 10,200 $3.4M Add +1.3%
CRWD CrowdStrike Holdings Inc. Class A 1.95% 8,398 $2.9M Add +32.1%
GOOG Alphabet Inc. Class C 1.92% 14,868 $2.8M Add +1.2%
FPE FT-Preferred Secur & Inc. ETF 1.75% 146,220 $2.6M Add +2.2%
ANET Arista Networks Inc. 1.62% 21,589 $2.4M Add +19.6%
DVY iShares Select Dividend ETF 1.43% 16,106 $2.1M Reduce -0.1%
NOW ServiceNow Inc. 1.39% 1,940 $2.1M Add +91.1%
IJH iShares Core S&P Midcap ETF 1.29% 30,518 $1.9M Reduce -0.6%
IJR iShares Core S&P Small-Cap E 1.17% 14,926 $1.7M Add +0.1%
TIP iShares Tips Bond ETF 1.16% 16,050 $1.7M Reduce -1.7%
IUSG iShares Core S&P U.S. Growth 1.08% 11,486 $1.6M Reduce -0.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.06% 2,661 $1.6M Add +1.5%
TT Trane Technologies PLC 1.05% 4,205 $1.6M Reduce -0.2%
MA Mastercard Inc. Class A 0.99% 2,785 $1.5M No change
ISTB iShares Core 1-5 Year Usd Bo 0.90% 27,799 $1.3M Add +0.3%
PANW Palo Alto Networks Inc. 0.89% 7,186 $1.3M Reduce -0.1%
AMD Advanced Micro Devices 0.87% 10,579 $1.3M Reduce -15.9%
RKLB Rocket Lab USA Inc. 0.86% 49,750 $1.3M New
SHV iShares 0-1 Year Treasury Bo 0.86% 11,475 $1.3M Reduce -1.2%
BRK.B Berkshire Hathaway Inc. Class B 0.85% 2,758 $1.3M Add +4.8%
TFLO iShares Treasury Floating Ra 0.84% 24,675 $1.2M Reduce -1.6%
RTX RTX Corp. 0.82% 10,407 $1.2M Add +5.0%
CVX Chevron Corp. 0.80% 8,141 $1.2M Add +4.9%
JPM JPMorgan Chase & Co. 0.79% 4,880 $1.2M Add +11.2%
LLY Eli Lilly & Co. 0.76% 1,455 $1.1M Reduce -4.0%
JAAA Janus Henderson Aaa Clo ETF 0.75% 21,733 $1.1M Add +14.8%
QQQ Invesco QQQ Trust Series 1 0.74% 2,124 $1.1M Reduce -0.7%
VTI VG Morningstar TS MKT ETF-US 0.72% 3,666 $1.1M Reduce -0.8%
ASML ASML Holding NV-NY Reg SHS 0.72% 1,528 $1.1M Reduce -1.2%
XLE SS Energy Select Sector 0.70% 12,024 $1.0M Reduce -2.5%
HD Home Depot Inc. 0.69% 2,632 $1.0M No change
IEMG iShares Core MSCI Emerging 0.67% 18,860 $985K Reduce -3.6%
META Meta Platforms Inc. Class A 0.64% 1,624 $951K Add +52.6%
TSLA Tesla Inc. 0.61% 2,215 $895K Add +2.3%
SHYG iShares 0-5 YR HY Corp. Bond 0.60% 20,816 $887K Add +12.9%
ABBV Abbvie Inc. 0.58% 4,832 $859K Add +2.1%
JEPI JPMorgan Equity Premium Inco 0.55% 14,150 $814K Add +10.6%
SMH Vaneck Semiconductor ETF 0.55% 3,345 $810K Reduce -3.1%
MU Micron Technology Inc. 0.54% 9,515 $801K Reduce -6.0%
ACN Accenture PLC Class A 0.53% 2,228 $784K Add +6.5%
VLUE iShares MSCI USA Value Facto 0.50% 7,014 $741K Add +0.0%
BA The Boeing Co. 0.46% 3,800 $673K Reduce -5.3%
BLK BlackRock Inc. 0.44% 626 $642K No change
PG The Procter & Gamble Co. 0.42% 3,700 $620K Reduce -1.3%
COST Costco Wholesale Corp. 0.41% 665 $609K Add +3.9%
ADBE Adobe Inc. 0.41% 1,361 $605K Reduce -24.1%
GOVT iShares US Treasury Bond ETF 0.40% 25,929 $596K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.39% 2,121 $572K No change
LRCX Lam Research Corp. 0.38% 7,690 $555K Add +3.5%
UNH Unitedhealth Group Inc. 0.36% 1,054 $533K No change
CLS Celestica Inc. 0.35% 5,650 $521K New
PWR Quanta Services Inc. 0.35% 1,640 $518K No change
WMT Walmart Inc. 0.34% 5,535 $500K Add +15.7%
SCHD Schwab US DVD Equity ETF 0.34% 18,287 $500K Add +0.1%
PFFA Virtus Infracap US Pref STCK 0.33% 22,000 $482K New
V Visa Inc. Class A 0.31% 1,441 $455K Add +4.0%
SRLN SS Blackstone Sr Loan ETF 0.31% 10,800 $451K Add +1.9%
QUAL iShares MSCI USA Quality Fac 0.30% 2,446 $436K Reduce -2.9%
JNJ Johnson & Johnson 0.29% 2,937 $425K Reduce -3.1%
LIN Linde PLC 0.29% 1,006 $421K Add +0.6%
MCD McDonald's Corp. 0.28% 1,420 $412K No change
GILD Gilead Sciences Inc. 0.28% 4,420 $408K No change
AIRR First Trust Rba American Ind 0.27% 5,240 $404K Add +58.8%
XLK SS Technology Select Sector 0.26% 1,642 $382K Add +12.8%
GEV GE Vernova Inc. 0.26% 1,156 $380K New
ITOT iShares Core S&P Total U.S. 0.26% 2,929 $377K Add +7.7%
BLDR Builders Firstsource Inc. 0.25% 2,530 $362K Reduce -49.3%
GAB Gabelli Equity Trust 0.23% 62,000 $334K Reduce -7.5%
TMO Thermo Fisher Scientific Inc. 0.23% 640 $333K No change
ESGD iShares Trust iShares ESG Aw 0.22% 4,233 $322K No change
LMT Lockheed Martin Corp. 0.22% 655 $318K Add +33.7%
URI United Rentals Inc. 0.21% 450 $317K No change
ORCL Oracle Corp. 0.21% 1,900 $317K No change
KO The Coca-Cola Co. 0.21% 5,081 $316K No change
XLV SS Health Care Select Sector 0.21% 2,221 $306K Add +23.4%
MS Morgan Stanley 0.20% 2,396 $301K No change
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.20% 6,440 $291K Reduce -0.9%
VIS Vanguard Industrials ETF 0.19% 1,130 $287K No change
BNDX Vanguard Total Intl Bond ETF 0.19% 5,822 $286K Add +0.1%
APO Apollo Global Management Inc. 0.19% 1,700 $281K No change
GLD SPDR Gold Shares 0.19% 1,149 $278K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 1,250 $275K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 2,417 $269K Add +0.2%
MRVL Marvell Technology Inc. 0.18% 2,390 $264K New
GE General Electric filed as GE AEROSPACE 0.18% 1,551 $259K Reduce -13.9%
NUMG Nuveen ESG Mid-Cap Grow ETF 0.17% 5,413 $256K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.17% 850 $246K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.16% 2,005 $242K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.16% 700 $240K Add +3.9%
AIG American International Group 0.16% 3,233 $235K No change
ITA iShares U.S. Aerospace & Def 0.16% 1,615 $235K Add +14.5%
SOXX iShares Semiconductor ETF 0.16% 1,083 $233K New
XOM Exxon Mobil Corp. 0.16% 2,155 $232K Reduce -18.9%

Show all 104 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $988K (not counted above)
SecurityClassShares / PrincipalValueChange
NEXTERA ENERGY INC (NEE 6.926 09/01/25) UNIT 09/01/2025 15,370$629KReduce -1.3%
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A 5,900$359KNew

Total filed on the 13F, all lines: $148.5M.

Portfolio Sells Q3 2024 → Q4 2024
AMD Advanced Micro Devices Reduce -15.9% 0.87% −0.62
MSFT Microsoft Corp. Reduce -0.7% 5.24% −0.49
TGT Target Corp. Sold out 0.00% −0.49
BLDR Builders Firstsource Inc. Reduce -49.3% 0.25% −0.45
TMDX Transmedics Group Inc. Sold out 0.00% −0.26
ADBE Adobe Inc. Reduce -24.1% 0.41% −0.26
MU Micron Technology Inc. Reduce -6.0% 0.54% −0.21
ASML ASML Holding NV-NY Reg SHS Reduce -1.2% 0.72% −0.21
LLY Eli Lilly & Co. Reduce -4.0% 0.76% −0.21
SCHV Schwab US Large-Cap Value Sold out 0.00% −0.19
FLOT iShares Floating Rate Bond E Reduce -0.3% 2.51% −0.18
SACH Sachem Capital Corp. Reduce -60.3% 0.04% −0.16
NVDA Nvidia Corp. Reduce -4.7% 18.08% −0.16
ZTS Zoetis Inc. Sold out 0.00% −0.16
DHR Danaher Corp. Sold out 0.00% −0.16
INTC Intel Corp. Sold out 0.00% −0.15
IEMG iShares Core MSCI Emerging Reduce -3.6% 0.67% −0.14
TIP iShares Tips Bond ETF Reduce -1.7% 1.16% −0.14
DVY iShares Select Dividend ETF Reduce -0.1% 1.43% −0.14
TT Trane Technologies PLC Reduce -0.2% 1.05% −0.13
IJH iShares Core S&P Midcap ETF Reduce -0.6% 1.29% −0.09
XLE SS Energy Select Sector Reduce -2.5% 0.70% −0.08
AAPL Apple Inc. Reduce -2.1% 6.93% −0.08
TFLO iShares Treasury Floating Ra Reduce -1.6% 0.84% −0.07
SHV iShares 0-1 Year Treasury Bo Reduce -1.2% 0.86% −0.07
GE General Electric Reduce -13.9% 0.18% −0.07
XOM Exxon Mobil Corp. Reduce -18.9% 0.16% −0.07
JNJ Johnson & Johnson Reduce -3.1% 0.29% −0.07
SMH Vaneck Semiconductor ETF Reduce -3.1% 0.55% −0.06
PG The Procter & Gamble Co. Reduce -1.3% 0.42% −0.05
GAB Gabelli Equity Trust Reduce -7.5% 0.23% −0.04
VTI VG Morningstar TS MKT ETF-US Reduce -0.8% 0.72% −0.03
QUAL iShares MSCI USA Quality Fac Reduce -2.9% 0.30% −0.03
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -0.9% 0.20% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -0.7% 0.74% −0.02
IUSG iShares Core S&P U.S. Growth Reduce -0.7% 1.08% −0.01
PANW Palo Alto Networks Inc. Reduce -0.1% 0.89% −0.00
BA The Boeing Co. Reduce -5.3% 0.46% +0.02
GOOGL Alphabet Inc. Class A Reduce -1.6% 5.01% +0.27

Portfolio Buys Q3 2024 → Q4 2024
AVGO Broadcom Inc. Add +16.3% 3.46% +1.11
RKLB Rocket Lab USA Inc. New 0.86% +0.86
NOW ServiceNow Inc. Add +91.1% 1.39% +0.74
CRWD CrowdStrike Holdings Inc. Class A Add +32.1% 1.95% +0.66
AMZN Amazon.com Inc. Add +2.4% 5.18% +0.61
ANET Arista Networks Inc. Add +19.6% 1.62% +0.37
CLS Celestica Inc. New 0.35% +0.35
PFFA Virtus Infracap US Pref STCK New 0.33% +0.33
GEV GE Vernova Inc. New 0.26% +0.26
META Meta Platforms Inc. Class A Add +52.6% 0.64% +0.21
TSLA Tesla Inc. Add +2.3% 0.61% +0.20
MRVL Marvell Technology Inc. New 0.18% +0.18
MSTR Strategy Inc. New 0.17% +0.17
SOXX iShares Semiconductor ETF New 0.16% +0.16
GOOG Alphabet Inc. Class C Add +1.2% 1.92% +0.15
JPM JPMorgan Chase & Co. Add +11.2% 0.79% +0.13
AIRR First Trust Rba American Ind Add +58.8% 0.27% +0.10
WMT Walmart Inc. Add +15.7% 0.34% +0.06
JAAA Janus Henderson Aaa Clo ETF Add +14.8% 0.75% +0.05
V Visa Inc. Class A Add +4.0% 0.31% +0.03
SHYG iShares 0-5 YR HY Corp. Bond Add +12.9% 0.60% +0.02
XLK SS Technology Select Sector Add +12.8% 0.26% +0.02
DIS The Walt Disney Co. Add +0.2% 0.18% +0.02
LMT Lockheed Martin Corp. Add +33.7% 0.22% +0.01
ITOT iShares Core S&P Total U.S. Add +7.7% 0.26% +0.01
XLV SS Health Care Select Sector Add +23.4% 0.21% +0.01
ITA iShares U.S. Aerospace & Def Add +14.5% 0.16% +0.01
MGK Vngrd Mrgstr MG CP GR ETF-Ui Add +3.9% 0.16% +0.01
COST Costco Wholesale Corp. Add +3.9% 0.41% +0.00
JEPI JPMorgan Equity Premium Inco Add +10.6% 0.55% +0.00
ACN Accenture PLC Class A Add +6.5% 0.53% −0.00
SRLN SS Blackstone Sr Loan ETF Add +1.9% 0.31% −0.01
BNDX Vanguard Total Intl Bond ETF Add +0.1% 0.19% −0.02
CVX Chevron Corp. Add +4.9% 0.80% −0.02
BRK.B Berkshire Hathaway Inc. Class B Add +4.8% 0.85% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +1.5% 1.06% −0.03
SCHD Schwab US DVD Equity ETF Add +0.1% 0.34% −0.03
VLUE iShares MSCI USA Value Facto Add +0.0% 0.50% −0.05
RTX RTX Corp. Add +5.0% 0.82% −0.05
LIN Linde PLC Add +0.6% 0.29% −0.06
LRCX Lam Research Corp. Add +3.5% 0.38% −0.06
ISTB iShares Core 1-5 Year Usd Bo Add +0.3% 0.90% −0.07
IJR iShares Core S&P Small-Cap E Add +0.1% 1.17% −0.09
ABBV Abbvie Inc. Add +2.1% 0.58% −0.09
ETN Eaton Corp. PLC Add +1.3% 2.29% −0.11
FPE FT-Preferred Secur & Inc. ETF Add +2.2% 1.75% −0.11

Notes & Other Activity Q3 2024 → Q4 2024
NEXTERA ENERGY INC (NEE 6.926 09/01/25) UNIT 09/01/2025 Reduce -1.3% 15,370 $629K
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A New 5,900 $359K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 154$252.0MNVDA, MU, GOOGL, RKLB, AAPL
Q1 2026 149$195.9MNVDA, GOOGL, AAPL, RKLB, AMZN
Q4 2025 147$205.8MNVDA, GOOGL, AAPL, MSFT, AMZN
Q3 2025 133$191.0MNVDA, MSFT, AAPL, GOOGL, AMZN
Q2 2025 130$164.9MNVDA, MSFT, AMZN, AAPL, GOOGL
Q1 2025 96$128.0MNVDA, AAPL, MSFT, AMZN, GOOGL
Q4 2024 104$147.5MNVDA, AAPL, MSFT, AMZN, GOOGL
Q3 2024 103$138.7MNVDA, AAPL, MSFT, GOOGL, AMZN
Q2 2024 100$165.4METN, NVDA, AAPL, MSFT, GOOGL
Q1 2024 106$126.9MNVDA, MSFT, AAPL, AMZN, GOOGL