Darden Wealth Group Inc Portfolio Holdings
Q3 2025•133 long positions•$191.0M portfolio value
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Holding147 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $34.2M 17.91% | -$790.2K Sold | 0.001% 183.3K shares | 187.6K → 183.3K −$790.2K | -2.26% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $9.2M 4.84% | +$58.0K Bought | 0.0% 17.8K shares | 17.7K → 17.8K +$58.0K | +0.63% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $8.8M 4.63% | -$258.7K Sold | 0.0% 34.7K shares | 35.7K → 34.7K −$258.7K | -2.84% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $8.7M 4.54% | -$51.1K Sold | 0.0% 35.7K shares | 35.9K → 35.7K −$51.1K | -0.59% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $7.2M 3.75% | -$216.7K Sold | 0.0% 32.6K shares | 33.6K → 32.6K −$216.7K | -2.94% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $6.7M 3.51% | +$349.4K Bought | 0.0% 20.3K shares | 19.3K → 20.3K +$349.4K | +5.5% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $5.0M 2.64% | +$1.1M Bought | 0.022% 105.2K shares | 81.9K → 105.2K +$1.1M | +28.41% | $23.2B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 2.08% | +$93.6K Bought | — 77.7K shares | 75.9K → 77.7K +$93.6K | +2.41% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $3.8M 1.97% | +$278.5K Bought | 0.003% 7.7K shares | 7.1K → 7.7K +$278.5K | +8.0% | $123.06B Large Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $3.5M 1.85% | +$47.5K Bought | 0.0% 14.5K shares | 14.3K → 14.5K +$47.5K | +1.36% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Industrial - Machinery Industrials | $3.2M 1.66% | -$43.4K Sold | 0.002% 8.5K shares | 8.6K → 8.5K −$43.4K | -1.35% | $145.70B Large Cap | Q4 2023 Held for 1y 11m | |
Computer Hardware Technology | $3.0M 1.58% | +$102.7K Bought | 0.002% 20.8K shares | 20.1K → 20.8K +$102.7K | +3.51% | $183.14B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.8M 1.46% | +$49.3K Bought | — 152.5K shares | 149.7K → 152.5K +$49.3K | +1.81% | — — | Q4 2023 Held for 1y 11m | |
Software - Application Technology | $2.6M 1.36% | +$53.9K Bought | 0.001% 3.6K shares | 3.5K → 3.6K +$53.9K | +2.13% | $243.05B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $2.2M 1.16% | -$78.7K Sold | — 15.7K shares | 16.2K → 15.7K −$78.7K | -3.42% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $2.2M 1.15% | +$88.1K Bought | 0.0% 3.0K shares | 2.9K → 3.0K +$88.1K | +4.19% | $1.84T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.1M 1.12% | +$525.3K Bought | — 42.3K shares | 31.9K → 42.3K +$525.3K | +32.4% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.9M 1.0% | +$49.5K Bought | — 29.4K shares | 28.6K → 29.4K +$49.5K | +2.65% | — — | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $1.8M 0.952% | -$11.2K Sold | 0.001% 10.9K shares | 10.9K → 10.9K −$11.2K | -0.61% | $223.98B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.8M 0.918% | +$4.7K Bought | — 2.6K shares | 2.6K → 2.6K +$4.7K | +0.27% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.8M 0.917% | -$86.6K Sold | — 10.6K shares | 11.2K → 10.6K −$86.6K | -4.71% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $1.7M 0.896% | +$123.0K Bought | 0.001% 10.2K shares | 9.5K → 10.2K +$123.0K | +7.74% | $187.25B Large Cap | Q4 2023 Held for 1y 11m | |
Construction Industrials | $1.7M 0.894% | — | 0.002% 4.0K shares | — | — | $93.9B Large Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $1.7M 0.89% | +$438.8K Bought | 0.001% 8.3K shares | 6.2K → 8.3K +$438.8K | +34.81% | $137.82B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 0.889% | -$21.6K Sold | — 15.3K shares | 15.5K → 15.3K −$21.6K | -1.26% | — — | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $1.7M 0.887% | +$80.8K Bought | 0.0% 3.0K shares | 2.8K → 3.0K +$80.8K | +5.01% | $514.21B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 0.861% | +$56.8K Bought | — 13.8K shares | 13.4K → 13.8K +$56.8K | +3.58% | — — | Q4 2023 Held for 1y 11m | |
Hardware, Equipment & Parts Technology | $1.6M 0.819% | +$158.7K Bought | 0.006% 6.3K shares | 5.7K → 6.3K +$158.7K | +11.29% | $28.3B Large Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $1.6M 0.814% | +$97.0K Bought | 0.0% 3.1K shares | 2.9K → 3.1K +$97.0K | +6.66% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 0.774% | +$301.3K Bought | — 4.5K shares | 3.6K → 4.5K +$301.3K | +25.62% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $1.5M 0.769% | -$4.1K Sold | 0.0% 4.7K shares | 4.7K → 4.7K −$4.1K | -0.28% | $867.35B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.4M 0.751% | +$936.5K Bought | — 53.5K shares | 18.6K → 53.5K +$936.5K | +188.23% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.3M 0.696% | -$11.7K Sold | — 27.2K shares | 27.4K → 27.2K −$11.7K | -0.87% | — — | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $1.3M 0.693% | +$244.5K Bought | 0.001% 6.1K shares | 5.0K → 6.1K +$244.5K | +22.66% | $163.20B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 0.69% | — | — 36.3K shares | — | — | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $1.3M 0.675% | +$624.9K Bought | — 3.6K shares | 1.9K → 3.6K +$624.9K | +94.16% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 0.66% | +$87.3K Bought | — 14.4K shares | 13.4K → 14.4K +$87.3K | +7.45% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.3M 0.657% | +$71.4K Bought | — 4.3K shares | 4.0K → 4.3K +$71.4K | +6.03% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.645% | +$67.9K Bought | — 2.1K shares | 1.9K → 2.1K +$67.9K | +5.83% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.643% | -$33.6K Sold | — 11.1K shares | 11.4K → 11.1K −$33.6K | -2.66% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.626% | +$94.0K Bought | — 3.7K shares | 3.4K → 3.7K +$94.0K | +8.53% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.621% | +$3.0K Bought | — 23.4K shares | 23.4K → 23.4K +$3.0K | +0.26% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.612% | — | — 17.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $1.1M 0.592% | -$247.0K Sold | — 1.2K shares | 1.4K → 1.2K −$247.0K | -17.92% | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $1.1M 0.561% | — | 0.0% 4.6K shares | — | — | $409.03B Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $1.1M 0.552% | +$385.6K Bought | 0.0% 3.8K shares | 2.4K → 3.8K +$385.6K | +57.61% | $801.76B Mega Cap | Q4 2023 Held for 1y 11m | |
Home Improvement Consumer Cyclical | $1.0M 0.527% | — | 0.0% 2.5K shares | — | — | $403.32B Mega Cap | Q4 2023 Held for 1y 11m | |
Auto - Manufacturers Consumer Cyclical | $908.6K 0.476% | -$44.5K Sold | 0.0% 2.0K shares | 2.1K → 2.0K −$44.5K | -4.67% | $1.48T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $888.2K 0.465% | -$13.3K Sold | — 20.5K shares | 20.8K → 20.5K −$13.3K | -1.47% | — — | Q1 2024 Held for 1y 8m | |
Renewable Utilities Utilities | $886.1K 0.464% | +$110.7K Bought | 0.001% 1.4K shares | 1.3K → 1.4K +$110.7K | +14.27% | $167.39B Large Cap | Q4 2024 Held for 11 months |
