13F HOLDINGS REPORT
Darden Wealth Group Inc
Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0002011221-25-000003
Total Value
$148.5M
Positions
98
Other Managers
0
Confidential Omitted
No
Holdings (98)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 193,334 | $21.0M | 16.24% |
| 2 | APPLE INC | AAPL | 39,706 | $8.8M | 6.84% |
| 3 | MICROSOFT CORP | MSFT | 17,993 | $6.8M | 5.24% |
| 4 | AMAZON COM INC | AMZN | 34,638 | $6.6M | 5.11% |
| 5 | ALPHABET INC | GOOG | 38,332 | $5.9M | 4.60% |
| 6 | ISHARES TR | 46429B655 | 74,397 | $3.8M | 2.94% |
| 7 | BROADCOM INC | AVGO | 19,445 | $3.3M | 2.52% |
| 8 | CROWDSTRIKE HLDGS INC | CRWD | 7,822 | $2.8M | 2.14% |
| 9 | FIRST TR EXCH TRADED FD III | 33739E108 | 143,685 | $2.5M | 1.96% |
| 10 | EATON CORP PLC | ETN | 8,824 | $2.4M | 1.86% |
| 11 | ALPHABET INC | GOOG | 14,708 | $2.3M | 1.78% |
| 12 | ISHARES TR | 464287168 | 16,884 | $2.3M | 1.76% |
| 13 | ISHARES TR | 464287507 | 30,559 | $1.8M | 1.38% |
| 14 | ISHARES TR | 464287176 | 15,945 | $1.8M | 1.37% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,078 | $1.6M | 1.27% |
| 16 | MASTERCARD INCORPORATED | MA | 2,835 | $1.6M | 1.20% |
| 17 | ARISTA NETWORKS INC | ANET | 19,895 | $1.5M | 1.19% |
| 18 | ISHARES TR | 464287804 | 14,546 | $1.5M | 1.18% |
| 19 | SPDR S&P 500 ETF TR | SPY | 2,637 | $1.5M | 1.14% |
| 20 | ISHARES TR | 464287671 | 11,266 | $1.4M | 1.11% |
| 21 | CHEVRON CORP NEW | CVX | 8,461 | $1.4M | 1.10% |
| 22 | TRANE TECHNOLOGIES PLC | TT | 4,145 | $1.4M | 1.08% |
| 23 | SERVICENOW INC | NOW | 1,720 | $1.4M | 1.06% |
| 24 | RTX CORPORATION | RTX | 10,295 | $1.4M | 1.06% |
| 25 | ISHARES TR | 46432F859 | 27,491 | $1.3M | 1.03% |
| 26 | JANUS DETROIT STR TR | 47103U845 | 24,833 | $1.3M | 0.98% |
| 27 | ISHARES TR | 464288679 | 11,366 | $1.3M | 0.97% |
| 28 | ROCKET LAB USA INC | RKLB | 68,250 | $1.2M | 0.95% |
| 29 | JPMORGAN CHASE & CO. | VYLD | 4,880 | $1.2M | 0.93% |
| 30 | ELI LILLY & CO | LLY | 1,445 | $1.2M | 0.93% |
| 31 | ISHARES TR | 46434V860 | 23,475 | $1.2M | 0.92% |
| 32 | PALO ALTO NETWORKS INC | PANW | 6,766 | $1.2M | 0.90% |
| 33 | SELECT SECTOR SPDR TR | 81369Y506 | 11,920 | $1.1M | 0.86% |
| 34 | META PLATFORMS INC | META | 1,847 | $1.1M | 0.83% |
| 35 | ASML HOLDING N V | ASMLF | 1,568 | $1.0M | 0.81% |
| 36 | ISHARES INC | 46434G103 | 18,801 | $1.0M | 0.79% |
| 37 | ABBVIE INC | ABBV | 4,832 | $1.0M | 0.78% |
| 38 | VANGUARD INDEX FDS | 922908769 | 3,644 | $1.0M | 0.78% |
| 39 | HOME DEPOT INC | HD | 2,582 | $946,454 | 0.73% |
| 40 | INVESCO QQQ TR | IVZ | 2,005 | $940,235 | 0.73% |
| 41 | ISHARES TR | 46434V407 | 20,818 | $885,182 | 0.69% |
| 42 | MICRON TECHNOLOGY INC | MU | 9,705 | $843,327 | 0.65% |
| 43 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 14,250 | $814,245 | 0.63% |
| 44 | ISHARES TR | 46432F388 | 6,801 | $725,344 | 0.56% |
| 45 | BOEING CO | BA-PA | 4,103 | $699,766 | 0.54% |
| 46 | VANECK ETF TRUST | 92189F676 | 3,285 | $694,806 | 0.54% |
| 47 | ACCENTURE PLC IRELAND | ACN | 2,124 | $662,918 | 0.51% |
| 48 | COSTCO WHSL CORP NEW | 22160K105 | 688 | $650,696 | 0.50% |
| 49 | PROCTER AND GAMBLE CO | 742718109 | 3,656 | $623,224 | 0.48% |
| 50 | NEXTERA ENERGY INC | NEE-PW | 15,201 | $617,627 | 0.48% |
| 51 | ISHARES TR | 46429B267 | 25,929 | $595,978 | 0.46% |
| 52 | BLACKROCK INC | BLK | 587 | $555,964 | 0.43% |
| 53 | UNITEDHEALTH GROUP INC | UNH | 1,054 | $552,032 | 0.43% |
| 54 | VANGUARD INDEX FDS | 922908637 | 2,121 | $545,160 | 0.42% |
| 55 | VISA INC | V | 1,461 | $512,022 | 0.40% |
| 56 | LAM RESEARCH CORP | LRCX | 7,020 | $510,354 | 0.40% |
| 57 | WALMART INC | WMT | 5,810 | $510,134 | 0.40% |
| 58 | GILEAD SCIENCES INC | GILD | 4,433 | $496,726 | 0.39% |
| 59 | TESLA INC | TSLA | 1,915 | $496,291 | 0.38% |
| 60 | JOHNSON & JOHNSON | JNJ | 2,902 | $481,290 | 0.37% |
| 61 | LINDE PLC | LIN | 1,017 | $473,555 | 0.37% |
| 62 | SCHWAB STRATEGIC TR | 808524797 | 16,877 | $471,880 | 0.37% |
| 63 | ETFIS SER TR I | 26923G822 | 22,002 | $466,681 | 0.36% |
| 64 | MCDONALDS CORP | MCD | 1,420 | $443,565 | 0.34% |
| 65 | SSGA ACTIVE ETF TR | 78467V608 | 10,700 | $440,091 | 0.34% |
| 66 | ISHARES TR | 46432F339 | 2,417 | $413,146 | 0.32% |
| 67 | QUANTA SVCS INC | 74762E102 | 1,590 | $404,146 | 0.31% |
| 68 | CELESTICA INC | CLS | 4,975 | $392,079 | 0.30% |
| 69 | GE VERNOVA INC | GEV | 1,241 | $378,852 | 0.29% |
| 70 | COCA COLA CO | KO | 5,081 | $363,901 | 0.28% |
| 71 | ISHARES TR | 464287150 | 2,859 | $348,851 | 0.27% |
| 72 | ISHARES TR | 46435G516 | 4,233 | $345,793 | 0.27% |
| 73 | FIRST TR EXCHANGE-TRADED FD | 33738R704 | 5,050 | $344,512 | 0.27% |
| 74 | GABELLI EQUITY TR INC | GAB-PK | 62,000 | $341,620 | 0.26% |
| 75 | BOEING CO | BA-PA | 5,700 | $341,031 | 0.26% |
| 76 | SPDR GOLD TR | GLD | 1,149 | $331,072 | 0.26% |
| 77 | SELECT SECTOR SPDR TR | 81369Y803 | 1,602 | $330,942 | 0.26% |
| 78 | SELECT SECTOR SPDR TR | 81369Y209 | 2,221 | $324,321 | 0.25% |
| 79 | THERMO FISHER SCIENTIFIC INC | TMO | 640 | $318,464 | 0.25% |
| 80 | LOCKHEED MARTIN CORP | LMT | 698 | $311,803 | 0.24% |
| 81 | GE AEROSPACE | 369604301 | 1,554 | $311,042 | 0.24% |
| 82 | INTERNATIONAL BUSINESS MACHS | INTR | 1,200 | $298,392 | 0.23% |
| 83 | ISHARES TR | 46434V613 | 6,122 | $282,138 | 0.22% |
| 84 | UNITED RENTALS INC | URI | 450 | $282,015 | 0.22% |
| 85 | AMERICAN INTL GROUP INC | 026874784 | 3,233 | $281,077 | 0.22% |
| 86 | VANGUARD WORLD FD | 92204A603 | 1,130 | $279,739 | 0.22% |
| 87 | MORGAN STANLEY | MS-PQ | 2,396 | $279,541 | 0.22% |
| 88 | VANGUARD CHARLOTTE FDS | 92203J407 | 5,673 | $276,989 | 0.21% |
| 89 | ORACLE CORP | ORCL-PD | 1,900 | $265,639 | 0.21% |
| 90 | EXXON MOBIL CORP | XOM | 2,155 | $256,294 | 0.20% |
| 91 | ISHARES TR | 464288760 | 1,665 | $255,035 | 0.20% |
| 92 | TJX COS INC NEW | 872540109 | 2,005 | $244,209 | 0.19% |
| 93 | DISNEY WALT CO | 254687106 | 2,431 | $239,939 | 0.19% |
| 94 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,700 | $232,798 | 0.18% |
| 95 | NORTHROP GRUMMAN CORP | NOC | 430 | $220,164 | 0.17% |
| 96 | VANGUARD INDEX FDS | 922908629 | 828 | $214,137 | 0.17% |
| 97 | INTEL CORP | INTC | 5,579 | $126,699 | 0.10% |
| 98 | SACHEM CAP CORP | SCCG | 42,000 | $48,720 | 0.04% |