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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 2025-03-31, filed 2025-05-05, with 98 holding rows worth $128,997,564 by the sum of the rows.

Accession
0002011221-25-000003
Filer
CIK 2011221
Filed
2025-05-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 98 entries on the cover page, a total value of $148,529,192 stated on the cover page (in dollars after the unit check, H1), rows summing to $128,997,564 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 cover page states a total of $148,529,192, 15% more than the sum of the rows, $128,997,564. This page uses the sum of the rows.

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 Corp67066G104COM193,334$20,953,601dollars as filed
Apple Inc037833100COM39,706$8,819,948dollars as filed
Microsoft Corp594918104COM17,993$6,754,597dollars as filed
Amazon.com, Inc023135106COM34,638$6,590,225dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM38,332$5,927,733dollars as filed
iShares Floating Rate Bond ETF46429B655SHS74,397$3,798,001dollars as filed
Broadcom Inc.11135F101COM19,445$3,255,676dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM7,822$2,757,880dollars as filed
FIRST TR EXCH TRADED FD III33739E108PFD SECS INC ETF143,685$2,527,434dollars as filed
Eaton Corp. PlcG29183103COM8,824$2,398,779dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM14,708$2,297,830dollars as filed
ISHARES TR464287168COM16,884$2,267,431dollars as filed
IJH464287507COM30,559$1,783,140dollars as filed
iShares TIPS Bond ETF464287176SHS15,945$1,771,353dollars as filed
Berkshire Hathaway Inc084670702COM3,078$1,639,281dollars as filed
MasterCard, Inc57636Q104COM2,835$1,553,920dollars as filed
ARISTA NETWORKS INC040413205COM19,895$1,541,464dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS14,546$1,521,156dollars as filed
SPY78462F103SHS2,637$1,475,224dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF11,266$1,431,758dollars as filed
Chevron Corporation166764100COM8,461$1,415,440dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock4,145$1,396,586dollars as filed
ServiceNow,Inc.81762P102COM1,720$1,369,360dollars as filed
Raytheon Technologies Corporation75513E101COM10,295$1,363,675dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD27,491$1,329,193dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL24,833$1,259,281dollars as filed
iShares Short Treasury Bond ETF464288679SHS11,366$1,255,521dollars as filed
ROCKET LAB USA INC773122106COM68,250$1,220,310dollars as filed
JPMorgan Chase & Co46625H100COM4,880$1,197,286dollars as filed
Eli Lilly and Company532457108COM1,445$1,193,439dollars as filed
iShares Treasury Floating Rate Bond ETF46434V860SHS23,475$1,189,290dollars as filed
PALO ALTO NETWORKS INC697435105COM6,766$1,154,550dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS11,920$1,113,963dollars as filed
META PLATFORMS INC CL A30303M102COM1,847$1,064,536dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK1,568$1,039,217dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS18,801$1,014,730dollars as filed
AbbVie,Inc.00287Y109COM4,832$1,012,400dollars as filed
VTI922908769COM3,644$1,001,709dollars as filed
Home Depot, Inc437076102COM2,582$946,454dollars as filed
INVESCO QQQ TR46090E103COM2,005$940,235dollars as filed
iShares 0-5 Year High Yield Corporate Bond ETF46434V407COM20,818$885,182dollars as filed
Micron Technology,Inc.595112103COM9,705$843,327dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF14,250$814,245dollars as filed
ISHARES TR46432F388MSCI USA VALUE6,801$725,344dollars as filed
Boeing Company097023105COM4,103$699,766dollars as filed
VANECK ETF TRUST92189F676COM3,285$694,806dollars as filed
Accenture Plc Class AG1151C101COM2,124$662,918dollars as filed
Costco Wholesale Corporation22160K105COM688$650,696dollars as filed
Procter & Gamble Co742718109COM3,656$623,224dollars as filed
NEXTERA ENERGY INC65339F713CONV15,201$617,627dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS25,929$595,978dollars as filed
BlackRock,Inc.09290D101COM587$555,964dollars as filed
UnitedHealth Group Inc91324P102COM1,054$552,032dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF2,121$545,160dollars as filed
Visa Inc92826C839COM1,461$512,022dollars as filed
Lam Research Corporation512807306COM7,020$510,354dollars as filed
Walmart Inc.931142103COM5,810$510,134dollars as filed
Gilead Sciences,Inc.375558103COM4,433$496,726dollars as filed
Tesla Motors, Inc88160R101COM1,915$496,291dollars as filed
Johnson & Johnson478160104COM2,902$481,290dollars as filed
Linde plcG54950103COM1,017$473,555dollars as filed
SCHD808524797COM16,877$471,880dollars as filed
ETFIS SER TR I26923G822VIRTUS INFRCAP22,002$466,681dollars as filed
McDonalds Corporation580135101COM1,420$443,565dollars as filed
SSGA ACTIVE ETF TR78467V608BLACKSTONE SENR10,700$440,091dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF2,417$413,146dollars as filed
QUANTA SVCS INC74762E102COM1,590$404,146dollars as filed
CELESTICA INC COM15101Q207Stock4,975$392,079dollars as filed
GE Vernova Inc.36828A101COM1,241$378,852dollars as filed
Coca-Cola Company191216100COM5,081$363,901dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS2,859$348,851dollars as filed
ISHARES TR46435G516COM4,233$345,793dollars as filed
FIRST TR EXCHANGE TRADED FD33738R704RBA INDL ETF5,050$344,512dollars as filed
GABELLI EQUITY TR INC COM362397101CEF62,000$341,620dollars as filed
BOEING CO097023204DEP CONV PFD A5,700$341,031dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,149$331,072dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,602$330,942dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS2,221$324,321dollars as filed
Thermo Fisher Scientific Inc.883556102COM640$318,464dollars as filed
Lockheed Martin Corporation539830109COM698$311,803dollars as filed
General Electric Company369604301COM1,554$311,042dollars as filed
International Business Machines Corporation459200101COM1,200$298,392dollars as filed
iShares Core Total USD Bond Market ETF46434V613SHS6,122$282,138dollars as filed
UNITED RENTALS INC COM911363109Stock450$282,015dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock3,233$281,077dollars as filed
VANGUARD WORLD FD92204A603INDUSTRIAL ETF1,130$279,739dollars as filed
Morgan Stanley617446448COM2,396$279,541dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS5,673$276,989dollars as filed
Oracle Corporation68389X105COM1,900$265,639dollars as filed
EXXON MOBIL CORP30231G102COM2,155$256,294dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS1,665$255,035dollars as filed
TJX Companies Inc872540109COM2,005$244,209dollars as filed
Walt Disney Co254687106COM2,431$239,939dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock1,700$232,798dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock430$220,164dollars as filed
Vanguard Mid-Cap ETF922908629SHS828$214,137dollars as filed
Intel Corp458140100COM5,579$126,699dollars as filed
SACHEM CAP CORP78590A109COM42,000$48,720dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002011221-25-000003this filing2025-05-05acceptance time not in the bulk data set