13F HOLDINGS REPORT
Darden Wealth Group Inc
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0002011221-25-000002
Total Value
$148.5M
Positions
106
Other Managers
0
Confidential Omitted
No
Holdings (106)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 198,665 | $26.7M | 17.96% |
| 2 | APPLE INC | AAPL | 40,810 | $10.2M | 6.88% |
| 3 | MICROSOFT CORP | MSFT | 18,343 | $7.7M | 5.21% |
| 4 | AMAZON COM INC | AMZN | 34,824 | $7.6M | 5.14% |
| 5 | ALPHABET INC | GOOG | 39,072 | $7.4M | 4.98% |
| 6 | BROADCOM INC | AVGO | 22,025 | $5.1M | 3.44% |
| 7 | ISHARES TR | 46429B655 | 72,878 | $3.7M | 2.50% |
| 8 | EATON CORP PLC | ETN | 10,200 | $3.4M | 2.28% |
| 9 | CROWDSTRIKE HLDGS INC | CRWD | 8,398 | $2.9M | 1.93% |
| 10 | ALPHABET INC | GOOG | 14,868 | $2.8M | 1.91% |
| 11 | FIRST TR EXCH TRADED FD III | 33739E108 | 146,220 | $2.6M | 1.74% |
| 12 | ARISTA NETWORKS INC | ANET | 21,589 | $2.4M | 1.61% |
| 13 | ISHARES TR | 464287168 | 16,106 | $2.1M | 1.42% |
| 14 | SERVICENOW INC | NOW | 1,940 | $2.1M | 1.38% |
| 15 | ISHARES TR | 464287507 | 30,518 | $1.9M | 1.28% |
| 16 | ISHARES TR | 464287804 | 14,926 | $1.7M | 1.16% |
| 17 | ISHARES TR | 464287176 | 16,050 | $1.7M | 1.15% |
| 18 | ISHARES TR | 464287671 | 11,486 | $1.6M | 1.08% |
| 19 | SPDR S&P 500 ETF TR | SPY | 2,661 | $1.6M | 1.05% |
| 20 | TRANE TECHNOLOGIES PLC | TT | 4,205 | $1.6M | 1.05% |
| 21 | MASTERCARD INCORPORATED | MA | 2,785 | $1.5M | 0.99% |
| 22 | ISHARES TR | 46432F859 | 27,799 | $1.3M | 0.89% |
| 23 | PALO ALTO NETWORKS INC | PANW | 7,186 | $1.3M | 0.88% |
| 24 | ADVANCED MICRO DEVICES INC | AMD | 10,579 | $1.3M | 0.86% |
| 25 | ROCKET LAB USA INC | RKLB | 49,750 | $1.3M | 0.85% |
| 26 | ISHARES TR | 464288679 | 11,475 | $1.3M | 0.85% |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,758 | $1.3M | 0.84% |
| 28 | ISHARES TR | 46434V860 | 24,675 | $1.2M | 0.84% |
| 29 | RTX CORPORATION | RTX | 10,407 | $1.2M | 0.81% |
| 30 | CHEVRON CORP NEW | CVX | 8,141 | $1.2M | 0.79% |
| 31 | JPMORGAN CHASE & CO. | VYLD | 4,880 | $1.2M | 0.79% |
| 32 | ELI LILLY & CO | LLY | 1,455 | $1.1M | 0.76% |
| 33 | JANUS DETROIT STR TR | 47103U845 | 21,733 | $1.1M | 0.74% |
| 34 | INVESCO QQQ TR | IVZ | 2,124 | $1.1M | 0.73% |
| 35 | VANGUARD INDEX FDS | 922908769 | 3,666 | $1.1M | 0.72% |
| 36 | ASML HOLDING N V | ASMLF | 1,528 | $1.1M | 0.71% |
| 37 | SELECT SECTOR SPDR TR | 81369Y506 | 12,024 | $1.0M | 0.69% |
| 38 | HOME DEPOT INC | HD | 2,632 | $1.0M | 0.69% |
| 39 | ISHARES INC | 46434G103 | 18,860 | $984,908 | 0.66% |
| 40 | META PLATFORMS INC | META | 1,624 | $950,868 | 0.64% |
| 41 | TESLA INC | TSLA | 2,215 | $894,505 | 0.60% |
| 42 | ISHARES TR | 46434V407 | 20,816 | $886,984 | 0.60% |
| 43 | ABBVIE INC | ABBV | 4,832 | $858,646 | 0.58% |
| 44 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 14,150 | $814,049 | 0.55% |
| 45 | VANECK ETF TRUST | 92189F676 | 3,345 | $810,109 | 0.55% |
| 46 | MICRON TECHNOLOGY INC | MU | 9,515 | $800,840 | 0.54% |
| 47 | ACCENTURE PLC IRELAND | ACN | 2,228 | $783,951 | 0.53% |
| 48 | ISHARES TR | 46432F388 | 7,014 | $740,773 | 0.50% |
| 49 | BOEING CO | BA-PA | 3,800 | $672,600 | 0.45% |
| 50 | BLACKROCK INC | BLK | 626 | $642,130 | 0.43% |
| 51 | NEXTERA ENERGY INC | NEE-PW | 15,370 | $628,962 | 0.42% |
| 52 | PROCTER AND GAMBLE CO | 742718109 | 3,700 | $620,471 | 0.42% |
| 53 | COSTCO WHSL CORP NEW | 22160K105 | 665 | $609,319 | 0.41% |
| 54 | ADOBE INC | ADBE | 1,361 | $605,209 | 0.41% |
| 55 | ISHARES TR | 46429B267 | 25,929 | $595,848 | 0.40% |
| 56 | VANGUARD INDEX FDS | 922908637 | 2,121 | $572,033 | 0.39% |
| 57 | LAM RESEARCH CORP | LRCX | 7,690 | $555,448 | 0.37% |
| 58 | UNITEDHEALTH GROUP INC | UNH | 1,054 | $533,176 | 0.36% |
| 59 | CELESTICA INC | CLS | 5,650 | $521,495 | 0.35% |
| 60 | QUANTA SVCS INC | 74762E102 | 1,640 | $518,322 | 0.35% |
| 61 | WALMART INC | WMT | 5,535 | $500,163 | 0.34% |
| 62 | SCHWAB STRATEGIC TR | 808524797 | 18,287 | $499,600 | 0.34% |
| 63 | ETFIS SER TR I | 26923G822 | 22,000 | $481,814 | 0.32% |
| 64 | VISA INC | V | 1,441 | $455,413 | 0.31% |
| 65 | SSGA ACTIVE ETF TR | 78467V608 | 10,800 | $450,684 | 0.30% |
| 66 | ISHARES TR | 46432F339 | 2,446 | $435,644 | 0.29% |
| 67 | JOHNSON & JOHNSON | JNJ | 2,937 | $424,769 | 0.29% |
| 68 | LINDE PLC | LIN | 1,006 | $421,182 | 0.28% |
| 69 | MCDONALDS CORP | MCD | 1,420 | $411,643 | 0.28% |
| 70 | GILEAD SCIENCES INC | GILD | 4,420 | $408,282 | 0.27% |
| 71 | FIRST TR EXCHANGE-TRADED FD | 33738R704 | 5,240 | $403,730 | 0.27% |
| 72 | SELECT SECTOR SPDR TR | 81369Y803 | 1,642 | $381,843 | 0.26% |
| 73 | GE VERNOVA INC | GEV | 1,156 | $380,243 | 0.26% |
| 74 | ISHARES TR | 464287150 | 2,929 | $376,754 | 0.25% |
| 75 | BUILDERS FIRSTSOURCE INC | BLDR | 2,530 | $361,612 | 0.24% |
| 76 | BOEING CO | BA-PA | 5,900 | $359,251 | 0.24% |
| 77 | GABELLI EQUITY TR INC | GAB-PK | 62,000 | $333,560 | 0.22% |
| 78 | THERMO FISHER SCIENTIFIC INC | TMO | 640 | $332,947 | 0.22% |
| 79 | ISHARES TR | 46435G516 | 4,233 | $322,300 | 0.22% |
| 80 | LOCKHEED MARTIN CORP | LMT | 655 | $318,290 | 0.21% |
| 81 | UNITED RENTALS INC | URI | 450 | $316,998 | 0.21% |
| 82 | ORACLE CORP | ORCL-PD | 1,900 | $316,616 | 0.21% |
| 83 | COCA COLA CO | KO | 5,081 | $316,343 | 0.21% |
| 84 | SELECT SECTOR SPDR TR | 81369Y209 | 2,221 | $305,557 | 0.21% |
| 85 | MORGAN STANLEY | MS-PQ | 2,396 | $301,225 | 0.20% |
| 86 | ISHARES TR | 46434V613 | 6,440 | $291,099 | 0.20% |
| 87 | VANGUARD WORLD FD | 92204A603 | 1,130 | $287,469 | 0.19% |
| 88 | VANGUARD CHARLOTTE FDS | 92203J407 | 5,822 | $285,595 | 0.19% |
| 89 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,700 | $280,772 | 0.19% |
| 90 | SPDR GOLD TR | GLD | 1,149 | $278,207 | 0.19% |
| 91 | INTERNATIONAL BUSINESS MACHS | INTR | 1,250 | $274,787 | 0.19% |
| 92 | DISNEY WALT CO | 254687106 | 2,417 | $269,132 | 0.18% |
| 93 | MARVELL TECHNOLOGY INC | MRVL | 2,390 | $263,975 | 0.18% |
| 94 | GE AEROSPACE | 369604301 | 1,551 | $258,691 | 0.17% |
| 95 | NUSHARES ETF TR | NU | 5,413 | $256,467 | 0.17% |
| 96 | MICROSTRATEGY INC | STRK | 850 | $246,177 | 0.17% |
| 97 | TJX COS INC NEW | 872540109 | 2,005 | $242,224 | 0.16% |
| 98 | VANGUARD WORLD FD | 921910816 | 700 | $240,387 | 0.16% |
| 99 | AMERICAN INTL GROUP INC | 026874784 | 3,233 | $235,362 | 0.16% |
| 100 | ISHARES TR | 464288760 | 1,615 | $234,769 | 0.16% |
| 101 | ISHARES TR | 464287523 | 1,083 | $233,443 | 0.16% |
| 102 | EXXON MOBIL CORP | XOM | 2,155 | $231,813 | 0.16% |
| 103 | VANGUARD INDEX FDS | 922908629 | 828 | $218,699 | 0.15% |
| 104 | ISHARES TR | 464288570 | 1,907 | $210,315 | 0.14% |
| 105 | NORTHROP GRUMMAN CORP | NOC | 430 | $201,794 | 0.14% |
| 106 | SACHEM CAP CORP | SCCG | 44,900 | $60,615 | 0.04% |