Sponsored
The Analysis of Darden Wealth Group Inc's Holdings & P&L
Currently, Darden Wealth Group Inc holds 150 types of securities in its portfolio with a total value $196.2M. In the most recent quarter, they have increased their positions in AGX (+1.4K shares, valued at $789.7K), HGER (+23.7K shares, valued at $734.2K), N/A (+2.2K shares, valued at $622.5K); decreased their positions in CLOZ (-49.7K shares, valued at $1.3M), GDX (-12.1K shares, valued at $1.1M), NVDA (-5.3K shares, valued at $920.0K); initiated new positions in AGX (+1.4K shares, valued at $789.7K), HGER (+23.7K shares, valued at $734.2K), N/A (+2.3K shares, valued at $556.1K).
1M P&L
+13.1M+7.89%
3M P&L
+17.4M+10.78%
HY P&L
+24.9M+16.20%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A54.2M
35.5%
2Semiconductors36.2M
23.7%
3Software - Infrastructure12.0M
7.9%
Top Industries by Stock Count
1N/A68 stocks
51.5%
2Aerospace & Defense6 stocks
4.5%
3Semiconductors6 stocks
4.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II4.1K sharesnew addition2026-03-312026-05-08
Sponsored
Sponsored
Sponsored
Sponsored
NVDA
-2.93%NVIDIA CORPORATION
Shares174.8K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
-0.66%ALPHABET INC
Shares35.4K
Event2026-03-31
Filed2026-05-08
AAPL
-3.29%Apple Inc
Shares33.7K
Event2026-03-31
Filed2026-05-08
ROCKET LAB CORP
7.92%ROCKET LAB CORP
Shares115.6K
Event2026-03-31
Filed2026-05-08
AMZN
0.06%AMAZON COM INC
Shares33.5K
Event2026-03-31
Filed2026-05-08
BROADCOM INC
-3.00%BROADCOM INC
Shares21.5K
Event2026-03-31
Filed2026-05-08
MSFT
-3.40%MICROSOFT CORP
Shares17.9K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
-1.57%ALPHABET INC
Shares14.6K
Event2026-03-31
Filed2026-05-08
FLOT
-1.99%ISHARES TR
Shares78.1K
Event2026-03-31
Filed2026-05-08
MU
10.24%MICRON TECHNOLOGY INC
Shares11.4K
Event2026-03-31
Filed2026-05-08
CRWD
6.03%CROWDSTRIKE HLDGS INC
Shares9.6K
Event2026-03-31
Filed2026-05-08
ARISTA NETWORKS INC
0.23%ARISTA NETWORKS INC
Shares22.6K
Event2026-03-31
Filed2026-05-08
EATON CORP
-3.34%EATON CORP
Shares7.8K
Event2026-03-31
Filed2026-05-08
CELESTICA INC
29.22%CELESTICA INC
Shares9.8K
Event2026-03-31
Filed2026-05-08
FPE
-0.42%FIRST TR EXCH TRADED FD III
Shares151.0K
Event2026-03-31
Filed2026-05-08
JAAA
2.44%JANUS DETROIT STR TR
Shares48.1K
Event2026-03-31
Filed2026-05-08
RTX
1.06%RTX CORPORATION
Shares12.3K
Event2026-03-31
Filed2026-05-08
DVY
-0.71%ISHARES TR
Shares13.9K
Event2026-03-31
Filed2026-05-08
GLD
17.00%SPDR GOLD TR
Shares4.8K
Event2026-03-31
Filed2026-05-08
IJH
-0.17%ISHARES TR
Shares28.2K
Event2026-03-31
Filed2026-05-08
IEMG
45.63%ISHARES INC
Shares25.6K
Event2026-03-31
Filed2026-05-08
APP
18.66%APPLOVIN CORP
Shares4.4K
Event2026-03-31
Filed2026-05-08
SMH
3.86%VANECK ETF TRUST
Shares4.6K
Event2026-03-31
Filed2026-05-08
JPM
25.16%JPMORGAN CHASE & CO
Shares5.8K
Event2026-03-31
Filed2026-05-08
SPY
-0.95%STATE STR SPDR S&P 500 ETF t
Shares2.6K
Event2026-03-31
Filed2026-05-08
TT
-0.37%TRANE TECHNOLOGIES PLC
Shares4.0K
Event2026-03-31
Filed2026-05-08
IJR
-1.06%ISHARES TR
Shares13.0K
Event2026-03-31
Filed2026-05-08
IUSG
-2.02%ISHARES TR
Shares10.2K
Event2026-03-31
Filed2026-05-08
GEV
-2.69%GE VERNOVA INC
Shares1.8K
Event2026-03-31
Filed2026-05-08
TIP
-4.55%ISHARES TR
Shares14.2K
Event2026-03-31
Filed2026-05-08
ASML
0.00%ASML HLDG NV
Shares1.2K
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY INC DEL
-0.88%BERKSHIRE HATHAWAY INC DEL
Shares3.2K
Event2026-03-31
Filed2026-05-08
MA
-4.60%MASTERCARD INCORPORATED
Shares2.8K
Event2026-03-31
Filed2026-05-08
BA
-1.77%BOEING CO
Shares6.9K
Event2026-03-31
Filed2026-05-08
ISTB
-1.37%ISHARES TR
Shares26.4K
Event2026-03-31
Filed2026-05-08
VTI
-14.62%VANGUARD INDEX FDS
Shares3.8K
Event2026-03-31
Filed2026-05-08
SHV
-1.74%ISHARES TR
Shares10.8K
Event2026-03-31
Filed2026-05-08
TFLO
-0.95%ISHARES TR
Shares23.5K
Event2026-03-31
Filed2026-05-08
INVESCO QQQ TR
-1.72%INVESCO QQQ TR
Shares2.0K
Event2026-03-31
Filed2026-05-08
LLY
3.02%ELI LILLY & CO
Shares1.2K
Event2026-03-31
Filed2026-05-08
XLE
0.82%SELECT SECTOR SPDR TR
Shares17.4K
Event2026-03-31
Filed2026-05-08
ABBV
0.00%ABBVIE INC
Shares4.8K
Event2026-03-31
Filed2026-05-08
DFAI
-11.80%DIMENSIONAL ETF TRUST
Shares26.2K
Event2026-03-31
Filed2026-05-08
CVX
0.42%CHEVRON CORPORATION
Shares4.8K
Event2026-03-31
Filed2026-05-08
PWR
5.88%QUANTA SVCS INC
Shares1.8K
Event2026-03-31
Filed2026-05-08
META
-41.62%META PLATFORMS INC
Shares1.7K
Event2026-03-31
Filed2026-05-08
VO
-23.41%VANGUARD INDEX FDS
Shares3.3K
Event2026-03-31
Filed2026-05-08
VWO
106.30%VANGUARD INTL EQUITY INDEX F
Shares16.9K
Event2026-03-31
Filed2026-05-08
PANW
-30.92%PALO ALTO NETWORKS INC
Shares5.6K
Event2026-03-31
Filed2026-05-08
VLUE
-0.27%ISHARES TR
Shares5.9K
Event2026-03-31
Filed2026-05-08
SHYG
1.55%ISHARES TR
Shares19.6K
Event2026-03-31
Filed2026-05-08
COST
-0.12%COSTCO WHOLESALE CORPORATION
Shares830
Event2026-03-31
Filed2026-05-08
HD
0.00%HOME DEPOT INC
Shares2.5K
Event2026-03-31
Filed2026-05-08
AGX
NewARGAN INC
Shares1.4K
Event2026-03-31
Filed2026-05-08
TSLA
4.94%TESLA INC
Shares2.1K
Event2026-03-31
Filed2026-05-08
ITA
42.11%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-05-08
NEE
0.00%NEXTERA ENERGY INC
Shares8.3K
Event2026-03-31
Filed2026-05-08
LAM RESEARCH CORP
2.74%LAM RESEARCH CORP
Shares3.6K
Event2026-03-31
Filed2026-05-08
PLTR
4.16%PALANTIR TECHNOLOGIES INC
Shares5.1K
Event2026-03-31
Filed2026-05-08
HGER
NewHARBOR ETF TRUST
Shares23.7K
Event2026-03-31
Filed2026-05-08
AVUV
112.90%AMERICAN CENTY ETF TR
Shares6.6K
Event2026-03-31
Filed2026-05-08
WMT
0.00%WALMART INC
Shares5.8K
Event2026-03-31
Filed2026-05-08
SYM
-4.16%SYMBOTIC INC
Shares12.9K
Event2026-03-31
Filed2026-05-08
BNDX
14.43%VANGUARD CHARLOTTE FDS
Shares14.3K
Event2026-03-31
Filed2026-05-08
VB
72.85%VANGUARD INDEX FDS
Shares2.6K
Event2026-03-31
Filed2026-05-08
VEA
-14.97%VANGUARD TAX-MANAGED FDS
Shares10.6K
Event2026-03-31
Filed2026-05-08
AMAT
0.00%APPLIED MATLS INC
Shares2.0K
Event2026-03-31
Filed2026-05-08
USRT
0.00%ISHARES TR
Shares11.3K
Event2026-03-31
Filed2026-05-08
JEPI
0.04%J P MORGAN EXCHANGE TRADED F
Shares11.2K
Event2026-03-31
Filed2026-05-08
VV
0.00%VANGUARD INDEX FDS
Shares2.1K
Event2026-03-31
Filed2026-05-08
GILD
0.00%GILEAD SCIENCES INC
Shares4.5K
Event2026-03-31
Filed2026-05-08
AMD
-23.80%ADVANCED MICRO DEVICES INC
Shares3.1K
Event2026-03-31
Filed2026-05-08
GOVT
-0.27%ISHARES TR
Shares25.8K
Event2026-03-31
Filed2026-05-08
TSM
49.11%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.7K
Event2026-03-31
Filed2026-05-08
FTAI AVIATION LTD
NewFTAI AVIATION LTD
Shares2.3K
Event2026-03-31
Filed2026-05-08
JEPQ
22.81%J P MORGAN EXCHANGE TRADED F
Shares10.0K
Event2026-03-31
Filed2026-05-08
FITB
NewFIFTH THIRD BANCORP
Shares11.9K
Event2026-03-31
Filed2026-05-08
BILS
6.09%SPDR SERIES TRUST
Shares5.5K
Event2026-03-31
Filed2026-05-08
JNJ
-4.26%JOHNSON & JOHNSON
Shares2.2K
Event2026-03-31
Filed2026-05-08
MARVELL TECHNOLOGY INC
NewMARVELL TECHNOLOGY INC
Shares5.5K
Event2026-03-31
Filed2026-05-08
XLK
0.27%SELECT SECTOR SPDR TR
Shares4.0K
Event2026-03-31
Filed2026-05-08
SLV
13.24%ISHARES SILVER TRUST
Shares7.8K
Event2026-03-31
Filed2026-05-08
AMGN
0.00%AMGEN INC
Shares1.5K
Event2026-03-31
Filed2026-05-08
GE AEROSPACE
-1.65%GE AEROSPACE
Shares1.9K
Event2026-03-31
Filed2026-05-08
AIRR
-2.13%FIRST TR EXCHANGE TRADED FD
Shares4.6K
Event2026-03-31
Filed2026-05-08
IEFA
-56.81%ISHARES TR
Shares5.6K
Event2026-03-31
Filed2026-05-08
V
-5.80%VISA INC
Shares1.7K
Event2026-03-31
Filed2026-05-08
LINDE PLC
0.00%LINDE PLC
Shares1.0K
Event2026-03-31
Filed2026-05-08
PG
0.00%PROCTER & GAMBLE CO
Shares3.4K
Event2026-03-31
Filed2026-05-08
SCHD
0.01%SCHWAB STRATEGIC TR
Shares15.3K
Event2026-03-31
Filed2026-05-08
QUAL
-4.97%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-08
ESGD
0.00%ISHARES TR
Shares4.2K
Event2026-03-31
Filed2026-05-08
BWXT
0.00%BWX TECHNOLOGIES INC
Shares2.0K
Event2026-03-31
Filed2026-05-08
URI
-5.17%UNITED RENTALS INC
Shares550
Event2026-03-31
Filed2026-05-08
ITOT
-1.80%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-05-08
MS
0.00%MORGAN STANLEY
Shares2.4K
Event2026-03-31
Filed2026-05-08
KO
-4.69%COCA COLA CO
Shares5.1K
Event2026-03-31
Filed2026-05-08
BLACKROCK INC
-0.75%BLACKROCK INC
Shares399
Event2026-03-31
Filed2026-05-08
LMT
0.00%LOCKHEED MARTIN CORP
Shares630
Event2026-03-31
Filed2026-05-08
FIX
22.73%COMFORT SYS USA INC
Shares270
Event2026-03-31
Filed2026-05-08
XLV
NewSELECT SECTOR SPDR TR
Shares2.5K
Event2026-03-31
Filed2026-05-08
CAT
0.00%CATERPILLAR INC
Shares510
Event2026-03-31
Filed2026-05-08
VIS
0.00%VANGUARD WORLD FD
Shares1.1K
Event2026-03-31
Filed2026-05-08
XOM
23.88%EXXON MOBIL CORP
Shares2.1K
Event2026-03-31
Filed2026-05-08
GDX
-76.05%VANECK ETF TRUST
Shares3.8K
Event2026-03-31
Filed2026-05-08
CLOZ
-78.67%SERIES PORTFOLIOS TR
Shares13.5K
Event2026-03-31
Filed2026-05-08
GAB
0.00%GABELLI EQUITY TR INC
Shares57.0K
Event2026-03-31
Filed2026-05-08
BA-PA
0.00%BOEING CO
Shares4.9K
Event2026-03-31
Filed2026-05-08
EWZ
26.98%ISHARES INC
Shares8.0K
Event2026-03-31
Filed2026-05-08
ALAB
56.34%ASTERA LABS INC
Shares2.8K
Event2026-03-31
Filed2026-05-08
SITM
0.00%SITIME CORP
Shares880
Event2026-03-31
Filed2026-05-08
NOC
0.00%NORTHROP GRUMMAN CORP
Shares430
Event2026-03-31
Filed2026-05-08
IESC
18.27%IES HOLDINGS INC
Shares615
Event2026-03-31
Filed2026-05-08
VIG
-1.31%VANGUARD SPECIALIZED FUNDS
Shares1.4K
Event2026-03-31
Filed2026-05-08
XLU
NewSELECT SECTOR SPDR TR
Shares6.3K
Event2026-03-31
Filed2026-05-08
GNRC
-26.00%GENERAC HLDGS INC
Shares1.5K
Event2026-03-31
Filed2026-05-08
FLXR
11.77%TCW ETF TRUST
Shares7.3K
Event2026-03-31
Filed2026-05-08
INVESCO EXCH TRADED FD TR II
NewINVESCO EXCH TRADED FD TR II
Shares4.1K
Event2026-03-31
Filed2026-05-08
DDOG
NewDATADOG INC
Shares2.4K
Event2026-03-31
Filed2026-05-08
VIST
NewVISTA ENERGY S.A.B. DE C.V.
Shares3.7K
Event2026-03-31
Filed2026-05-08
IREN
2.88%IREN LIMITED
Shares8.0K
Event2026-03-31
Filed2026-05-08
PIZ
NewINVESCO EXCH TRADED FD TR II
Shares5.5K
Event2026-03-31
Filed2026-05-08
FRDM
NewEA SERIES TRUST
Shares5.0K
Event2026-03-31
Filed2026-05-08
TJX
0.00%TJX COS INC
Shares1.7K
Event2026-03-31
Filed2026-05-08
VANGUARD INDEX FDS
-61.60%VANGUARD INDEX FDS
Shares452
Event2026-03-31
Filed2026-05-08
KTOS
-12.56%KRATOS DEFENSE & SEC SOLUTIONS.
Shares3.8K
Event2026-03-31
Filed2026-05-08
SRLN
-31.58%SSGA ACTIVE ETF TR
Shares6.5K
Event2026-03-31
Filed2026-05-08
CCJ
NewCAMECO CORP
Shares2.4K
Event2026-03-31
Filed2026-05-08
IUSB
-5.26%ISHARES TR
Shares5.5K
Event2026-03-31
Filed2026-05-08
NBIS
-15.71%NEBIUS GROUP N.V.
Shares2.4K
Event2026-03-31
Filed2026-05-08
AIG
0.00%AMERICAN INTL GROUP INC
Shares3.1K
Event2026-03-31
Filed2026-05-08
ACCENTURE PLC IRELAND
-0.25%ACCENTURE PLC IRELAND
Shares1.2K
Event2026-03-31
Filed2026-05-08
DSI
0.00%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-05-08
BUFD
0.00%FIRST TR EXCHNG TRADED FD VI
Shares8.2K
Event2026-03-31
Filed2026-05-08
IVV
0.00%ISHARES TR
Shares349
Event2026-03-31
Filed2026-05-08
DE
NewDEERE & CO
Shares399
Event2026-03-31
Filed2026-05-08
SOXX
0.00%ISHARES TR
Shares683
Event2026-03-31
Filed2026-05-08
ACLS
NewAXCELIS TECHNOLOGIES INC
Shares2.4K
Event2026-03-31
Filed2026-05-08
IBM
NewINTERNATIONAL BUSINESS MACHS
Shares909
Event2026-03-31
Filed2026-05-08
OKLO
-34.15%OKLO INC
Shares4.3K
Event2026-03-31
Filed2026-05-08
AAAU
NewGOLDMAN SACHS PHYSICAL GOLD
Shares4.6K
Event2026-03-31
Filed2026-05-08
VXUS
NewVANGUARD STAR FDS
Shares2.7K
Event2026-03-31
Filed2026-05-08
SDVY
NewFIRST TR EXCHANGE TRADED FD
Shares5.3K
Event2026-03-31
Filed2026-05-08
BSCW
0.00%INVESCO EXCH TRD SLF IDX FD
Shares10.0K
Event2026-03-31
Filed2026-05-08
BSCT
0.00%INVESCO EXCH TRD SLF IDX FD
Shares11.0K
Event2026-03-31
Filed2026-05-08
BSCS
0.00%INVESCO EXCH TRD SLF IDX FD
Shares10.0K
Event2026-03-31
Filed2026-05-08
BSCU
0.00%INVESCO EXCH TRD SLF IDX FD
Shares12.0K
Event2026-03-31
Filed2026-05-08
BSCV
0.00%INVESCO EXCH TRD SLF IDX FD
Shares12.0K
Event2026-03-31
Filed2026-05-08
LITE
NewLUMENTUM HLDGS INC
Shares98
Event2026-03-31
Filed2026-05-08
SACH
-17.96%SACHEM CAP CORP
Shares20.5K
Event2026-03-31
Filed2026-05-08
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available