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Disclosery

13F-HR filed by Darden Wealth Group Inc

Darden Wealth Group Inc filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-13, with 106 holding rows worth $148,528,192.

Accession
0002011221-25-000002
Filer
CIK 2011221
Filed
2025-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 106 entries on the cover page, a total value of $148,528,192 stated on the cover page (in dollars after the unit check, H1), rows summing to $148,528,192 with VALUE read as dollars as filed, 13F file number 028-23733. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM198,665$26,678,797dollars as filed
Apple Inc037833100COM40,810$10,219,689dollars as filed
Microsoft Corp594918104COM18,343$7,731,804dollars as filed
Amazon.com, Inc023135106COM34,824$7,640,037dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM39,072$7,396,395dollars as filed
Broadcom Inc.11135F101COM22,025$5,106,276dollars as filed
iShares Floating Rate Bond ETF46429B655SHS72,878$3,708,041dollars as filed
Eaton Corp. PlcG29183103COM10,200$3,385,259dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM8,398$2,873,459dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM14,868$2,831,461dollars as filed
FIRST TR EXCH TRADED FD III33739E108PFD SECS INC ETF146,220$2,588,107dollars as filed
ARISTA NETWORKS INC040413205COM21,589$2,386,232dollars as filed
ISHARES TR464287168COM16,106$2,114,665dollars as filed
ServiceNow,Inc.81762P102COM1,940$2,056,632dollars as filed
IJH464287507COM30,518$1,901,605dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS14,926$1,719,864dollars as filed
iShares TIPS Bond ETF464287176SHS16,050$1,710,150dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF11,486$1,600,674dollars as filed
SPY78462F103SHS2,661$1,560,087dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock4,205$1,553,175dollars as filed
MasterCard, Inc57636Q104COM2,785$1,466,497dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD27,799$1,327,984dollars as filed
PALO ALTO NETWORKS INC697435105COM7,186$1,307,564dollars as filed
Advanced Micro Devices,Inc.007903107COM10,579$1,277,837dollars as filed
ROCKET LAB USA INC773122106COM49,750$1,267,132dollars as filed
iShares Short Treasury Bond ETF464288679SHS11,475$1,263,557dollars as filed
Berkshire Hathaway Inc084670702COM2,758$1,250,146dollars as filed
iShares Treasury Floating Rate Bond ETF46434V860SHS24,675$1,245,394dollars as filed
Raytheon Technologies Corporation75513E101COM10,407$1,204,298dollars as filed
Chevron Corporation166764100COM8,141$1,179,142dollars as filed
JPMorgan Chase & Co46625H100COM4,880$1,170,001dollars as filed
Eli Lilly and Company532457108COM1,455$1,123,260dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL21,733$1,102,080dollars as filed
INVESCO QQQ TR46090E103COM2,124$1,086,137dollars as filed
VTI922908769COM3,666$1,062,646dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK1,528$1,059,211dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS12,024$1,029,986dollars as filed
Home Depot, Inc437076102COM2,632$1,024,010dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS18,860$984,908dollars as filed
META PLATFORMS INC CL A30303M102COM1,624$950,868dollars as filed
Tesla Motors, Inc88160R101COM2,215$894,505dollars as filed
iShares 0-5 Year High Yield Corporate Bond ETF46434V407COM20,816$886,984dollars as filed
AbbVie,Inc.00287Y109COM4,832$858,646dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF14,150$814,049dollars as filed
VANECK ETF TRUST92189F676COM3,345$810,109dollars as filed
Micron Technology,Inc.595112103COM9,515$800,840dollars as filed
Accenture Plc Class AG1151C101COM2,228$783,951dollars as filed
ISHARES TR46432F388MSCI USA VALUE7,014$740,773dollars as filed
Boeing Company097023105COM3,800$672,600dollars as filed
BlackRock,Inc.09290D101COM626$642,130dollars as filed
NEXTERA ENERGY INC65339F713CONV15,370$628,962dollars as filed
Procter & Gamble Co742718109COM3,700$620,471dollars as filed
Costco Wholesale Corporation22160K105COM665$609,319dollars as filed
Adobe Inc00724F101COM1,361$605,209dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS25,929$595,848dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF2,121$572,033dollars as filed
Lam Research Corporation512807306COM7,690$555,448dollars as filed
UnitedHealth Group Inc91324P102COM1,054$533,176dollars as filed
CELESTICA INC COM15101Q207Stock5,650$521,495dollars as filed
QUANTA SVCS INC74762E102COM1,640$518,322dollars as filed
Walmart Inc.931142103COM5,535$500,163dollars as filed
SCHD808524797COM18,287$499,600dollars as filed
ETFIS SER TR I26923G822VIRTUS INFRCAP22,000$481,814dollars as filed
Visa Inc92826C839COM1,441$455,413dollars as filed
SSGA ACTIVE ETF TR78467V608BLACKSTONE SENR10,800$450,684dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF2,446$435,644dollars as filed
Johnson & Johnson478160104COM2,937$424,769dollars as filed
Linde plcG54950103COM1,006$421,182dollars as filed
McDonalds Corporation580135101COM1,420$411,643dollars as filed
Gilead Sciences,Inc.375558103COM4,420$408,282dollars as filed
FIRST TR EXCHANGE TRADED FD33738R704RBA INDL ETF5,240$403,730dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,642$381,843dollars as filed
GE Vernova Inc.36828A101COM1,156$380,243dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS2,929$376,754dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock2,530$361,612dollars as filed
BOEING CO097023204DEP CONV PFD A5,900$359,251dollars as filed
GABELLI EQUITY TR INC COM362397101CEF62,000$333,560dollars as filed
Thermo Fisher Scientific Inc.883556102COM640$332,947dollars as filed
ISHARES TR46435G516COM4,233$322,300dollars as filed
Lockheed Martin Corporation539830109COM655$318,290dollars as filed
UNITED RENTALS INC COM911363109Stock450$316,998dollars as filed
Oracle Corporation68389X105COM1,900$316,616dollars as filed
Coca-Cola Company191216100COM5,081$316,343dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS2,221$305,557dollars as filed
Morgan Stanley617446448COM2,396$301,225dollars as filed
iShares Core Total USD Bond Market ETF46434V613SHS6,440$291,099dollars as filed
VANGUARD WORLD FD92204A603INDUSTRIAL ETF1,130$287,469dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS5,822$285,595dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock1,700$280,772dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,149$278,207dollars as filed
International Business Machines Corporation459200101COM1,250$274,787dollars as filed
Walt Disney Co254687106COM2,417$269,132dollars as filed
MARVELL TECHNOLOGY INC573874104COM2,390$263,975dollars as filed
General Electric Company369604301COM1,551$258,691dollars as filed
NUSHARES ETF TR67092P409NUVEEN ESG MIDCP5,413$256,467dollars as filed
STRATEGY INC CL A NEW594972408Stock850$246,177dollars as filed
TJX Companies Inc872540109COM2,005$242,224dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS700$240,387dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock3,233$235,362dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS1,615$234,769dollars as filed
ISHARES TR464287523COM1,083$233,443dollars as filed
EXXON MOBIL CORP30231G102COM2,155$231,813dollars as filed
Vanguard Mid-Cap ETF922908629SHS828$218,699dollars as filed
iShares MSCI KLD 400 Social ETF464288570SHS1,907$210,315dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock430$201,794dollars as filed
SACHEM CAP CORP78590A109COM44,900$60,615dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002011221-25-000002this filing2025-02-13acceptance time not in the bulk data set