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Size ($ in 1000's)
At 12/31/2023: $104,709 At 09/30/2023: $0
Darden Wealth Group Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Darden Wealth Group Inc 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Darden Wealth Group Inc top holdings by largest position size, as per the latest 13f filing made by Darden Wealth Group Inc.
In the Darden Wealth Group Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Darden Wealth Group Inc in that top holding, then the share count change between reporting periods, and finally the Darden Wealth Group Inc top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
NVIDIA CORPORATION COM |
23,554 |
+23,554 |
$11,664 | NVDA | 23,554 | +23,554 | $11,664 | Apple |
38,269 |
+38,269 |
$7,368 | AAPL | 38,269 | +38,269 | $7,368 | MICROSOFT CORP COM |
15,815 |
+15,815 |
$5,947 | MSFT | 15,815 | +15,815 | $5,947 | ALPHABET INC CAP STK CL A |
42,295 |
+42,295 |
$5,908 | GOOGL | 42,295 | +42,295 | $5,908 | AMAZON COM INC COM |
34,415 |
+34,415 |
$5,229 | AMZN | 34,415 | +34,415 | $5,229 | BOEING CO COM |
13,302 |
+13,302 |
$3,467 | BA | 13,302 | +13,302 | $3,467 | ISHARES FLOATING RATE BOND ETF (FLOT) |
55,031 |
+55,031 |
$2,786 | FLOT | 55,031 | +55,031 | $2,786 | ISHARES SELECT DIVIDEND ETF (DVY) |
17,533 |
+17,533 |
$2,055 | DVY | 17,533 | +17,533 | $2,055 | ISHARES TIPS BOND ETF (TIP) |
19,114 |
+19,114 |
$2,055 | TIP | 19,114 | +19,114 | $2,055 | FIRST TRUST PREFERRED SECURITIES & INCOME ETF (FPE) |
109,753 |
+109,753 |
$1,850 | FPE | 109,753 | +109,753 | $1,850 | ISHARES CORE S&P MID CAP ETF (IJH) |
6,641 |
+6,641 |
$1,841 | IJH | 6,641 | +6,641 | $1,841 | ALPHABET INC CAP STK CL C |
13,037 |
+13,037 |
$1,837 | GOOG | 13,037 | +13,037 | $1,837 | TESLA INC COM |
7,120 |
+7,120 |
$1,769 | TSLA | 7,120 | +7,120 | $1,769 | ISHARES CORE S&P SMALL CAP ETF (IJR) |
15,653 |
+15,653 |
$1,694 | IJR | 15,653 | +15,653 | $1,694 | ISHARES SHORT TREASURY BOND ETF (SHV) |
12,888 |
+12,888 |
$1,419 | SHV | 12,888 | +12,888 | $1,419 | ISHARES CORE 1 5 YEAR USD BOND ETF (ISTB) |
29,688 |
+29,688 |
$1,412 | ISTB | 29,688 | +29,688 | $1,412 | INVESCO QQQ TRUST SERIES I |
3,394 |
+3,394 |
$1,391 | QQQ | 3,394 | +3,394 | $1,391 | EATON CORP PLC SHS |
5,077 |
+5,077 |
$1,223 | ETN | 5,077 | +5,077 | $1,223 | MASTERCARD INCORPORATED CL A |
2,789 |
+2,789 |
$1,190 | MA | 2,789 | +2,789 | $1,190 | ISHARES CORE S&P U.S. GROWTH ETF (IUSG) |
11,399 |
+11,399 |
$1,187 | IUSG | 11,399 | +11,399 | $1,187 | ASML HOLDING N V N Y REGISTRY SHS |
1,493 |
+1,493 |
$1,130 | ASML | 1,493 | +1,493 | $1,130 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) |
21,907 |
+21,907 |
$1,108 | IEMG | 21,907 | +21,907 | $1,108 | UNITEDHEALTH GROUP INC COM |
2,065 |
+2,065 |
$1,087 | UNH | 2,065 | +2,065 | $1,087 | INTEL CORP COM |
20,578 |
+20,578 |
$1,034 | INTC | 20,578 | +20,578 | $1,034 | ENERGY SELECT SECTOR SPDR FUND (XLE) |
12,063 |
+12,063 |
$1,011 | XLE | 12,063 | +12,063 | $1,011 | SPDR S&P 500 ETF TRUST (SPY) |
2,113 |
+2,113 |
$1,008 | SPY | 2,113 | +2,113 | $1,008 | BROADCOM INC COM |
821 |
+821 |
$916 | AVGO | 821 | +821 | $916 | HOME DEPOT INC COM |
2,578 |
+2,578 |
$894 | HD | 2,578 | +2,578 | $894 | ISHARES MSCI USA VALUE FACTOR ETF (VLUE) |
8,713 |
+8,713 |
$881 | VLUE | 8,713 | +8,713 | $881 | VANGUARD TOTAL STOCK MARKET ETF (VTI) |
3,644 |
+3,644 |
$864 | VTI | 3,644 | +3,644 | $864 | ACCENTURE PLC IRELAND SHS CLASS A |
2,459 |
+2,459 |
$863 | ACN | 2,459 | +2,459 | $863 | TARGET CORP COM |
5,953 |
+5,953 |
$848 | TGT | 5,953 | +5,953 | $848 | ISHARES TREASURY FLOATING RATE BOND ETF (TFLO) |
16,721 |
+16,721 |
$844 | TFLO | 16,721 | +16,721 | $844 | CHEVRON CORP NEW COM |
5,582 |
+5,582 |
$833 | CVX | 5,582 | +5,582 | $833 | ADVANCED MICRO DEVICES INC COM |
5,575 |
+5,575 |
$822 | AMD | 5,575 | +5,575 | $822 | BUILDERS FIRSTSOURCE INC COM |
4,800 |
+4,800 |
$801 | BLDR | 4,800 | +4,800 | $801 | ELI LILLY & CO COM |
1,360 |
+1,360 |
$793 | LLY | 1,360 | +1,360 | $793 | JPMORGAN CHASE & CO COM |
4,417 |
+4,417 |
$751 | JPM | 4,417 | +4,417 | $751 | BERKSHIRE HATHAWAY INC DEL CL B NEW |
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$733 | BRK.B | 2,056 | +2,056 | $733 | INVENTRUST PPTYS CORP COM NEW |
28,887 |
+28,887 |
$732 | IVT | 28,887 | +28,887 | $732 | JOHNSON & JOHNSON COM |
4,663 |
+4,663 |
$731 | JNJ | 4,663 | +4,663 | $731 | SPDR GOLD SHARES (GLD) |
3,749 |
+3,749 |
$717 | GLD | 3,749 | +3,749 | $717 | VANGUARD MID CAP ETF (VO) |
3,028 |
+3,028 |
$704 | VO | 3,028 | +3,028 | $704 | ISHARES U.S. TREASURY BOND ETF (GOVT) |
30,528 |
+30,528 |
$703 | GOVT | 30,528 | +30,528 | $703 | MICRON TECHNOLOGY INC COM |
8,122 |
+8,122 |
$694 | MU | 8,122 | +8,122 | $694 | PROCTER AND GAMBLE CO COM |
4,582 |
+4,582 |
$671 | PG | 4,582 | +4,582 | $671 | NEXTERA ENERGY INC UNIT 09 01 25 |
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$638 | NEE.PRR | 16,738 | +16,738 | $638 | VANGUARD S&P 500 ETF (VOO) |
1,420 |
+1,420 |
$620 | VOO | 1,420 | +1,420 | $620 | PALO ALTO NETWORKS INC COM |
2,050 |
+2,050 |
$605 | PANW | 2,050 | +2,050 | $605 | TRANE TECHNOLOGIES PLC SHS |
2,440 |
+2,440 |
$595 | TT | 2,440 | +2,440 | $595 |
See Full List: All Stocks Held By Darden Wealth Group Inc
— Including: Biggest new positions Biggest exits
See Details: Top 10 Stocks Held By Darden Wealth Group Inc
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