Darden Wealth Group Inc

13F filer, CIK 2011221, ANN ARBOR, MI

Darden Wealth Group Inc reported $139,439,434 across 104 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-12. Its ten largest share positions make up 51.12% of the portfolio.

Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0002011221-24-000013

Period: 2024-09-30
Reported value: $139M
Holdings: 104
Top 10 weight: 51.12%
New: 10
Sold out: 7

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+17,131	$2.96M
NOWnew	+1,015	$908K
JAAAadded	+12,258	$624K
LRCXnew	+743	$606K
BLKnew	+626	$595K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
NVDAreduced	-7,557	-$918K
LAM RESEARCH CORPexited	-695	-$740K
SUPER MICRO COMPUTER INCexited	-765	-$627K
BAreduced	-3,900	-$593K
BLACKROCK INCexited	-626	-$493K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0002011221-24-000013, largest first. % of portfolio is the value over $139,439,434, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
NVDANVIDIA CORPORATION	208,414	$25.3M	18.15%	-7,557	Timeline
AAPLAPPLE INC	41,706	$9.72M	6.97%	+1,892	Timeline
MSFTMICROSOFT CORP	18,478	$7.95M	5.7%	+91	Timeline
GOOGLALPHABET INC	39,702	$6.58M	4.72%	-1,440	Timeline
AMZNAMAZON COM INC	34,024	$6.34M	4.55%	+269	Timeline
FLOTISHARES TR	73,132	$3.73M	2.68%	+3,784	Timeline
ETNEATON CORP PLC	10,071	$3.34M	2.39%	-191	Timeline
AVGOBROADCOM INC	18,940	$3.27M	2.34%	+17,131	Timeline
FPEFIRST TR EXCH TRADED FD III	143,072	$2.59M	1.86%	+10,387	Timeline
GOOGALPHABET INC	14,693	$2.46M	1.76%	+329	Timeline
DVYISHARES TR	16,120	$2.18M	1.56%	-287	Timeline
AMDADVANCED MICRO DEVICES INC	12,576	$2.06M	1.48%	+172	Timeline
IJHISHARES TR	30,699	$1.91M	1.37%	-318	Timeline
TIPISHARES TR	16,328	$1.8M	1.29%	-159	Timeline
CRWDCROWDSTRIKE HLDGS INC	6,358	$1.78M	1.28%	+1,432	Timeline
IJRISHARES TR	14,911	$1.74M	1.25%	+262	Timeline
ARISTA NETWORKS INCARISTA NETWORKS INC	4,511	$1.73M	1.24%	-200
TTTRANE TECHNOLOGIES PLC	4,214	$1.64M	1.17%	-14	Timeline
IUSGISHARES TR	11,566	$1.53M	1.09%	-123	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,622	$1.5M	1.08%	+26	Timeline
MAMASTERCARD INCORPORATED	2,785	$1.38M	0.99%	-4	Timeline
ISTBISHARES TR	27,728	$1.35M	0.97%	+156	Timeline
LLYELI LILLY & CO	1,515	$1.34M	0.96%	+55	Timeline
ASMLASML HLDG NV	1,546	$1.29M	0.92%	+73	Timeline
SHVISHARES TR	11,614	$1.28M	0.92%	-21	Timeline
TFLOISHARES TR	25,080	$1.27M	0.91%	+4,530	Timeline
PANWPALO ALTO NETWORKS INC	3,598	$1.23M	0.88%	+25	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	2,633	$1.21M	0.87%	+6	Timeline
RTXRTX CORPORATION	9,916	$1.2M	0.86%	+132	Timeline
CVXCHEVRON CORPORATION	7,761	$1.14M	0.82%	+621	Timeline
IEMGISHARES INC	19,563	$1.12M	0.81%	-307	Timeline
XLESELECT SECTOR SPDR TR	12,327	$1.08M	0.78%	-43	Timeline
HDHOME DEPOT INC	2,632	$1.07M	0.76%	-6	Timeline
MUMICRON TECHNOLOGY INC	10,120	$1.05M	0.75%	-76	Timeline
VTIVANGUARD INDEX FDS	3,696	$1.05M	0.75%	+30	Timeline
QQQINVESCO QQQ TR	2,139	$1.04M	0.75%	+41	Timeline
BLDRBUILDERS FIRSTSOURCE INC	4,990	$967K	0.69%	+790	Timeline
JAAAJANUS DETROIT STR TR	18,933	$963K	0.69%	+12,258	Timeline
ABBVABBVIE INC	4,732	$934K	0.67%	+155	Timeline
ADBEADOBE INC	1,794	$929K	0.67%	+519	Timeline
JPMJPMORGAN CHASE & CO	4,390	$926K	0.66%	+10	Timeline
NOWSERVICENOW INC	1,015	$908K	0.65%	new	Timeline
SMHVANECK ETF TRUST	3,452	$847K	0.61%	-179	Timeline
SHYGISHARES TR	18,431	$800K	0.57%	+3,626	Timeline
VLUEISHARES TR	7,013	$765K	0.55%	+1	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	12,800	$762K	0.55%	+3,650	Timeline
ACNACCENTURE PLC IRELAND	2,092	$740K	0.53%	0	Timeline
NEXTERA ENERGY INCNEXTERA ENERGY INC	15,572	$722K	0.52%	0
TGTTARGET CORP	4,319	$673K	0.48%	-79	Timeline
PGPROCTER & GAMBLE CO	3,750	$650K	0.47%	-1	Timeline
UNHUNITEDHEALTH GROUP INC	1,054	$616K	0.44%	-1	Timeline
BABOEING CO	4,011	$610K	0.44%	-3,900	Timeline
METAMETA PLATFORMS INC	1,064	$609K	0.44%	+289	Timeline
GOVTISHARES TR	25,929	$608K	0.44%	0	Timeline
LRCXLAM RESEARCH CORP	743	$606K	0.43%	new	Timeline
BLKBLACKROCK INC	626	$595K	0.43%	new	Timeline
COSTCOSTCO WHOLESALE CORPORATION	640	$567K	0.41%	0	Timeline
TSLATESLA INC	2,165	$566K	0.41%	+200	Timeline
VVVANGUARD INDEX FDS	2,121	$558K	0.4%	-118	Timeline
SCHDSCHWAB STRATEGIC TR	6,089	$515K	0.37%	+300	Timeline
JNJJOHNSON & JOHNSON	3,031	$491K	0.35%	-45	Timeline
PWRQUANTA SVCS INC	1,640	$489K	0.35%	+40	Timeline
LINLINDE PLC	1,000	$477K	0.34%	0	Timeline
QUALISHARES TR	2,519	$452K	0.32%	0	Timeline
SRLNSSGA ACTIVE ETF TR	10,600	$443K	0.32%	-250	Timeline
MCDMCDONALDS CORP	1,420	$432K	0.31%	0	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	640	$396K	0.28%	0	Timeline
WMTWALMART INC	4,785	$386K	0.28%	+43	Timeline
VVISA INC	1,386	$381K	0.27%	-5	Timeline
GILDGILEAD SCIENCES INC	4,420	$371K	0.27%	-92	Timeline
GABGABELLI EQUITY TR INC	67,000	$368K	0.26%	0	Timeline
KOCOCA COLA CO	5,081	$365K	0.26%	0	Timeline
URIUNITED RENTALS INC	450	$364K	0.26%	0	Timeline
TMDXTRANSMEDICS GROUP INC	2,315	$363K	0.26%	+100	Timeline
ESGDISHARES TR	4,233	$356K	0.26%	0	Timeline
ITOTISHARES TR	2,719	$342K	0.24%	+30	Timeline
GEGE AEROSPACE	1,801	$340K	0.24%	0	Timeline
XLKSELECT SECTOR SPDR TR	1,455	$328K	0.24%	-8	Timeline
ORCLORACLE CORP	1,900	$324K	0.23%	0	Timeline
XOMEXXON MOBIL CORP	2,656	$311K	0.22%	-1	Timeline
IUSBISHARES TR	6,496	$306K	0.22%	+123	Timeline
VISVANGUARD WORLD FD	1,130	$294K	0.21%	0	Timeline
BNDXVANGUARD CHARLOTTE FDS	5,815	$292K	0.21%	+1	Timeline
LMTLOCKHEED MARTIN CORP	490	$286K	0.21%	0	Timeline
SACHSACHEM CAP CORP	113,000	$285K	0.2%	-69,000	Timeline
GLDSPDR GOLD TR	1,149	$279K	0.2%	0	Timeline
XLVSELECT SECTOR SPDR TR	1,800	$277K	0.2%	+186	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,250	$276K	0.2%	new	Timeline
SCHVSCHWAB STRATEGIC TR	3,236	$260K	0.19%	0	Timeline
MSMORGAN STANLEY	2,396	$250K	0.18%	0	Timeline
AIRRFIRST TR EXCHANGE TRADED FD	3,300	$246K	0.18%	0	Timeline
NUMGNUSHARES ETF TR	5,413	$243K	0.17%	0	Timeline
AIGAMERICAN INTL GROUP INC	3,233	$237K	0.17%	0	Timeline
TJXTJX COS INC NEW	2,005	$236K	0.17%	0	Timeline
DISDISNEY WALT CO	2,413	$232K	0.17%	new	Timeline
NOCNORTHROP GRUMMAN CORP	430	$227K	0.16%	new	Timeline
ZTSZOETIS INC	1,120	$219K	0.16%	new	Timeline
VOVANGUARD INDEX FDS	828	$218K	0.16%	0	Timeline
MGKVANGUARD WORLD FD	674	$217K	0.16%	-23	Timeline
DHRDANAHER CORP DEL	780	$217K	0.16%	new	Timeline
INTCINTEL CORP	9,055	$212K	0.15%	-1,543	Timeline
APOAPOLLO GLOBAL MGMT INC	1,700	$212K	0.15%	0	Timeline
ITAISHARES TR	1,410	$211K	0.15%	new	Timeline
DSIISHARES TR	1,907	$208K	0.15%	new	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
LAM RESEARCH CORPLAM RESEARCH CORP	695	$740K	shares
SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC	765	$627K	shares
BLACKROCK INCBLACKROCK INC	626	$493K	shares
BLDTOPBUILD COR	610	$235K	shares
AMATAPPLIED MATLS INC	970	$229K	shares
QCOMQUALCOMM INC	1,100	$219K	shares
COPCONOCOPHILLIPS	1,770	$202K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002011221-24-000013	base		2024-11-12	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC