Latest Darden Wealth Group Inc Stock Portfolio
Darden Wealth Group Inc Performance:
2025 Q1: -9.36%YTD: -9.36%2024: 11.25%
Performance for 2025 Q1 is -9.36%, and YTD is -9.36%, and 2024 is 11.25%.
About Darden Wealth Group Inc and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Darden Wealth Group Inc reported an equity portfolio of $129 Millions as of 31 Mar, 2025.
The top stock holdings of Darden Wealth Group Inc are NVDA, AAPL, MSFT. The fund has invested 16.2% of it's portfolio in NVIDIA CORPORATION and 6.8% of portfolio in APPLE INC.
The fund managers got completely rid off ADVANCED MICRO DEVICES INC (AMD), ADOBE INC (ADBE) and BUILDERS FIRSTSOURCE INC (BLDR) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), EATON CORP PLC (ETN) and CELESTICA INC. Darden Wealth Group Inc opened new stock positions in INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to ROCKET LAB USA INC (RKLB), JANUS DETROIT STR TR (JAAA) and META PLATFORMS INC (META).
The top stock holdings of Darden Wealth Group Inc are NVDA, AAPL, MSFT. The fund has invested 16.2% of it's portfolio in NVIDIA CORPORATION and 6.8% of portfolio in APPLE INC.
The fund managers got completely rid off ADVANCED MICRO DEVICES INC (AMD), ADOBE INC (ADBE) and BUILDERS FIRSTSOURCE INC (BLDR) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), EATON CORP PLC (ETN) and CELESTICA INC. Darden Wealth Group Inc opened new stock positions in INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to ROCKET LAB USA INC (RKLB), JANUS DETROIT STR TR (JAAA) and META PLATFORMS INC (META).
Darden Wealth Group Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Darden Wealth Group Inc made a return of -9.36% in the last quarter. In trailing 12 months, it's portfolio return was -9.3%.
New Buys
| Ticker | $ Bought |
|---|---|
| intel corp | 126,699 |
New stocks bought by Darden Wealth Group Inc
Additions
| Ticker | % Inc. |
|---|---|
| rocket lab usa inc | 37.19 |
| janus detroit str tr | 14.26 |
| meta platforms inc | 13.73 |
| berkshire hathaway inc del | 11.6 |
| boeing co | 7.97 |
| ge vernova inc | 7.35 |
| lockheed martin corp | 6.56 |
| walmart inc | 4.97 |
Additions to existing portfolio by Darden Wealth Group Inc
Reductions
| Ticker | % Reduced |
|---|---|
| tesla inc | -13.54 |
| eaton corp plc | -13.49 |
| celestica inc | -11.95 |
| broadcom inc | -11.71 |
| servicenow inc | -11.34 |
| lam research corp | -8.71 |
| arista networks inc | -7.85 |
| schwab strategic tr | -7.71 |
Darden Wealth Group Inc reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| advanced micro devices inc | -1,277,840 |
| nushares etf tr | -256,467 |
| builders firstsource inc | -361,612 |
| marvell technology inc | -263,975 |
| ishares tr | -210,315 |
| adobe inc | -605,209 |
| ishares tr | -233,443 |
| microstrategy inc | -246,177 |
Darden Wealth Group Inc got rid off the above stocks
Sector Distribution
Darden Wealth Group Inc has about 39.1% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 39.1 |
| Others | 25.9 |
| Communication Services | 7.6 |
| Consumer Cyclical | 6.9 |
| Industrials | 6.8 |
| Utilities | 4 |
| Healthcare | 3.2 |
| Financial Services | 3 |
| Consumer Defensive | 1.7 |
| Energy | 1.3 |
Market Cap. Distribution
Darden Wealth Group Inc has about 69.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 54.8 |
| UNALLOCATED | 25.9 |
| LARGE-CAP | 14.7 |
| SMALL-CAP | 3.5 |
Stocks belong to which Index?
About 71.9% of the stocks held by Darden Wealth Group Inc either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 67.4 |
| Others | 28.2 |
| RUSSELL 2000 | 4.5 |
Darden Wealth Group Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Darden Wealth Group Inc
Darden Wealth Group Inc has 96 stocks in it's portfolio. About 49.3% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Darden Wealth Group Inc last quarter.
Last Reported on: 05 May, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| NVDA | nvidia corporation | 16.24 | 193,334 | 20,953,600 | reduced | -2.68 | ||
Historical Trend of NVIDIA CORPORATION Position Held By Darden Wealth Group IncWhat % of Portfolio is NVDA?:Number of NVDA shares held:Change in No. of Shares Held: | ||||||||
| AAPL | apple inc | 6.84 | 39,706 | 8,819,950 | reduced | -2.71 | ||
| MSFT | microsoft corp | 5.24 | 17,993 | 6,754,600 | reduced | -1.91 | ||
| AMZN | amazon com inc | 5.11 | 34,638 | 6,590,220 | reduced | -0.53 | ||
| GOOG | alphabet inc | 4.60 | 38,332 | 5,927,730 | reduced | -1.89 | ||
| AMPS | ishares tr | 2.94 | 74,397 | 3,798,000 | added | 2.08 | ||
| AVGO | broadcom inc | 2.52 | 19,445 | 3,255,680 | reduced | -11.71 | ||
| CRWD | crowdstrike hldgs inc | 2.14 | 7,822 | 2,757,880 | reduced | -6.86 | ||
| FPE | first tr exch traded fd iii | 1.96 | 143,685 | 2,527,430 | reduced | -1.73 | ||
| ETN | eaton corp plc | 1.86 | 8,824 | 2,398,780 | reduced | -13.49 | ||
| GOOG | alphabet inc | 1.78 | 14,708 | 2,297,830 | reduced | -1.08 | ||
| IJR | ishares tr | 1.76 | 16,884 | 2,267,430 | added | 4.83 | ||
| IJR | ishares tr | 1.38 | 30,559 | 1,783,140 | added | 0.13 | ||
| IJR | ishares tr | 1.37 | 15,945 | 1,771,350 | reduced | -0.65 | ||
| berkshire hathaway inc del | 1.27 | 3,078 | 1,639,280 | added | 11.6 | |||
| MA | mastercard incorporated | 1.21 | 2,835 | 1,553,920 | added | 1.8 | ||
| ANET | arista networks inc | 1.20 | 19,895 | 1,541,460 | reduced | -7.85 | ||
| IJR | ishares tr | 1.18 | 14,546 | 1,521,160 | reduced | -2.55 | ||
| SPY | spdr s&p 500 etf tr | 1.14 | 2,637 | 1,475,220 | reduced | -0.9 | ||
| IJR | ishares tr | 1.11 | 11,266 | 1,431,760 | reduced | -1.92 | ||
