13F-HR filed by Darden Wealth Group Inc
Darden Wealth Group Inc filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-31, with 132 holding rows worth $165,840,361.
- Accession
- 0002011221-25-000007
- Filer
- CIK 2011221
- Filed
- 2025-07-31
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 132 entries on the cover page, a total value of $165,840,361 stated on the cover page (in dollars after the unit check, H1), rows summing to $165,840,361 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 187,564 | $29,633,336 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 17,729 | $8,818,853 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 33,558 | $7,362,290 | dollars as filed | |
| Apple Inc | 037833100 | COM | 35,748 | $7,334,434 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 35,867 | $6,320,945 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 19,259 | $5,308,743 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 75,887 | $3,871,772 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 7,104 | $3,618,138 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 8,594 | $3,068,171 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 81,900 | $2,929,563 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739E108 | PFD SECS INC ETF | 149,748 | $2,665,521 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 14,318 | $2,539,870 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 16,207 | $2,152,548 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,862 | $2,112,414 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 20,065 | $2,052,850 | dollars as filed | |
| IJH | 464287507 | COM | 28,631 | $1,775,731 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 4,045 | $1,769,393 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 15,454 | $1,700,621 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 11,164 | $1,679,087 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,588 | $1,632,591 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,624 | $1,621,539 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 31,933 | $1,620,600 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 10,927 | $1,595,561 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 2,835 | $1,593,100 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 13,350 | $1,459,024 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,898 | $1,407,761 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,670 | $1,354,142 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 27,443 | $1,335,125 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 6,191 | $1,266,926 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 11,420 | $1,261,068 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 36,270 | $1,253,854 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 3,528 | $1,235,082 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 23,375 | $1,183,991 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 9,493 | $1,170,097 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 1,423 | $1,140,699 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 4,028 | $1,127,155 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 13,426 | $1,120,802 | dollars as filed | |
| VTI | 922908769 | COM | 3,583 | $1,089,195 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 415 | $1,084,656 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,937 | $1,068,550 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 17,732 | $1,064,506 | dollars as filed | |
| Boeing Company | 097023105 | COM | 5,000 | $1,047,650 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,325 | $1,032,877 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 3,375 | $941,450 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,482 | $910,178 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 20,820 | $898,207 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 5,703 | $890,295 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 6,071 | $869,306 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 13,500 | $863,190 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 4,627 | $858,864 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 9,444 | $801,024 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,351 | $767,673 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 768 | $760,274 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 14,539 | $719,859 | dollars as filed | |
| ISHARES TR | 46432F388 | MSCI USA VALUE | 6,179 | $699,557 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 12,042 | $686,514 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,143 | $680,745 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 11,750 | $667,988 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,261 | $667,258 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 2,121 | $605,121 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 1,590 | $601,147 | dollars as filed | |
| NEXTERA ENERGY INC | 65339F713 | CONV | 15,069 | $598,842 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 25,929 | $595,848 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,867 | $569,118 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,810 | $568,185 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,473 | $553,477 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,790 | $535,152 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,380 | $520,339 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 4,639 | $514,335 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,446 | $513,402 | dollars as filed | |
| SERIES PORTFOLIOS TR | 81752T528 | ELDRIDGE BBB B | 18,550 | $496,027 | dollars as filed | |
| SPDR SERIES TRUST | 78468R523 | ST STR BL 12 ETF | 4,909 | $488,102 | dollars as filed | |
| ETFIS SER TR I | 26923G822 | VIRTUS INFRCAP | 22,907 | $477,160 | dollars as filed | |
| Linde plc | G54950103 | COM | 1,017 | $477,156 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 454 | $476,781 | dollars as filed | |
| SCHD | 808524797 | COM | 17,016 | $450,933 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 2,417 | $442,038 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 3,092 | $438,765 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 10,200 | $424,218 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,643 | $416,224 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 2,202 | $415,420 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,978 | $405,961 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 2,455 | $400,312 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 2,170 | $397,262 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 4,070 | $396,174 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 6,950 | $389,131 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 2,859 | $386,107 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R704 | RBA INDL ETF | 4,650 | $378,585 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 4,233 | $377,668 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 500 | $376,700 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,454 | $374,258 | dollars as filed | |
| BOEING CO | 097023204 | DEP CONV PFD A | 5,400 | $367,200 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 5,081 | $359,481 | dollars as filed | |
| ISHARES INC MSCI GERMANY ETF | 464286806 | MSCI GERMANY ETF | 8,475 | $358,577 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,306 | $352,242 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,159 | $341,650 | dollars as filed | |
| VWO | 922042858 | SHS | 6,900 | $341,274 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 2,396 | $337,501 | dollars as filed | |
| GABELLI EQUITY TR INC COM | 362397101 | CEF | 57,000 | $331,740 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 698 | $323,271 | dollars as filed | |
| VANGUARD WORLD FD | 92204A603 | INDUSTRIAL ETF | 1,130 | $316,488 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 4,014 | $315,901 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,710 | $310,775 | dollars as filed | |
| RUBRIK INC. | 781154109 | CL A | 3,401 | $304,696 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,381 | $295,268 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 3,400 | $293,556 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 6,152 | $284,426 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 510 | $277,139 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 3,183 | $272,433 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 1,992 | $268,502 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 1,830 | $262,074 | dollars as filed | |
| STRATEGY INC CL A NEW | 594972408 | Stock | 600 | $242,538 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 1,700 | $241,179 | dollars as filed | |
| ISHARES INC MSCI BRAZIL ETF | 464286400 | MSCI BRAZIL ETF | 7,800 | $225,030 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 1,907 | $221,589 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 2,930 | $221,463 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 1,510 | $217,531 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 430 | $214,991 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,955 | $210,749 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,705 | $210,550 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 4,860 | $208,445 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 535 | $207,693 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 3,382 | $207,055 | dollars as filed | |
| ISHARES TR | 46429B598 | MSCI INDIA ETF | 3,715 | $206,851 | dollars as filed | |
| INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | 46139W858 | ETF | 10,000 | $206,000 | dollars as filed | |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 46138J577 | ETF | 11,000 | $205,700 | dollars as filed | |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 46138J643 | ETF | 10,000 | $204,900 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 4,600 | $203,734 | dollars as filed | |
| Deere & Company | 244199105 | COM | 399 | $202,888 | dollars as filed | |
| Invesco BulletShares 2030 Corp Bd ETF | 46138J460 | SHS | 12,000 | $201,360 | dollars as filed | |
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | 46138J429 | ETF | 12,000 | $198,360 | dollars as filed | |
| SACHEM CAP CORP | 78590A109 | COM | 37,000 | $44,400 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002011221-25-000007 | this filing | 2025-07-31 | acceptance time not in the bulk data set |