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
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% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 828 | $219K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.14% | 1,907 | $210K | No change |
| NOC Northrop Grumman Corp. | 0.14% | 430 | $202K | No change |
| SACH Sachem Capital Corp. | 0.04% | 44,900 | $61K | Reduce -60.3% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $988K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 15,370 | $629K | Reduce -1.3% |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 5,900 | $359K | New |
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
| 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 |