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%
Stock Holdings
NVDA
NVIDIA CORPORATION
-2.93%
Shares174.8K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
ALPHABET INC
-0.66%
Shares35.4K
Event2026-03-31
Filed2026-05-08
AAPL
Apple Inc
-3.29%
Shares33.7K
Event2026-03-31
Filed2026-05-08
ROCKET LAB CORP
ROCKET LAB CORP
7.92%
Shares115.6K
Event2026-03-31
Filed2026-05-08
AMZN
AMAZON COM INC
0.06%
Shares33.5K
Event2026-03-31
Filed2026-05-08
BROADCOM INC
BROADCOM INC
-3.00%
Shares21.5K
Event2026-03-31
Filed2026-05-08
MSFT
MICROSOFT CORP
-3.40%
Shares17.9K
Event2026-03-31
Filed2026-05-08
ALPHABET INC
ALPHABET INC
-1.57%
Shares14.6K
Event2026-03-31
Filed2026-05-08
FLOT
ISHARES TR
-1.99%
Shares78.1K
Event2026-03-31
Filed2026-05-08
MU
MICRON TECHNOLOGY INC
10.24%
Shares11.4K
Event2026-03-31
Filed2026-05-08
CRWD
CROWDSTRIKE HLDGS INC
6.03%
Shares9.6K
Event2026-03-31
Filed2026-05-08
ARISTA NETWORKS INC
ARISTA NETWORKS INC
0.23%
Shares22.6K
Event2026-03-31
Filed2026-05-08
EATON CORP
EATON CORP
-3.34%
Shares7.8K
Event2026-03-31
Filed2026-05-08
CELESTICA INC
CELESTICA INC
29.22%
Shares9.8K
Event2026-03-31
Filed2026-05-08
FPE
FIRST TR EXCH TRADED FD III
-0.42%
Shares151.0K
Event2026-03-31
Filed2026-05-08
JAAA
JANUS DETROIT STR TR
2.44%
Shares48.1K
Event2026-03-31
Filed2026-05-08
RTX
RTX CORPORATION
1.06%
Shares12.3K
Event2026-03-31
Filed2026-05-08
DVY
ISHARES TR
-0.71%
Shares13.9K
Event2026-03-31
Filed2026-05-08
GLD
SPDR GOLD TR
17.00%
Shares4.8K
Event2026-03-31
Filed2026-05-08
IJH
ISHARES TR
-0.17%
Shares28.2K
Event2026-03-31
Filed2026-05-08
IEMG
ISHARES INC
45.63%
Shares25.6K
Event2026-03-31
Filed2026-05-08
APP
APPLOVIN CORP
18.66%
Shares4.4K
Event2026-03-31
Filed2026-05-08
SMH
VANECK ETF TRUST
3.86%
Shares4.6K
Event2026-03-31
Filed2026-05-08
JPM
JPMORGAN CHASE & CO
25.16%
Shares5.8K
Event2026-03-31
Filed2026-05-08
SPY
STATE STR SPDR S&P 500 ETF t
-0.95%
Shares2.6K
Event2026-03-31
Filed2026-05-08
TT
TRANE TECHNOLOGIES PLC
-0.37%
Shares4.0K
Event2026-03-31
Filed2026-05-08
IJR
ISHARES TR
-1.06%
Shares13.0K
Event2026-03-31
Filed2026-05-08
IUSG
ISHARES TR
-2.02%
Shares10.2K
Event2026-03-31
Filed2026-05-08
GEV
GE VERNOVA INC
-2.69%
Shares1.8K
Event2026-03-31
Filed2026-05-08
TIP
ISHARES TR
-4.55%
Shares14.2K
Event2026-03-31
Filed2026-05-08
ASML
ASML HLDG NV
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-0.88%
Shares3.2K
Event2026-03-31
Filed2026-05-08
MA
MASTERCARD INCORPORATED
-4.60%
Shares2.8K
Event2026-03-31
Filed2026-05-08
BA
BOEING CO
-1.77%
Shares6.9K
Event2026-03-31
Filed2026-05-08
ISTB
ISHARES TR
-1.37%
Shares26.4K
Event2026-03-31
Filed2026-05-08
VTI
VANGUARD INDEX FDS
-14.62%
Shares3.8K
Event2026-03-31
Filed2026-05-08
SHV
ISHARES TR
-1.74%
Shares10.8K
Event2026-03-31
Filed2026-05-08
TFLO
ISHARES TR
-0.95%
Shares23.5K
Event2026-03-31
Filed2026-05-08
INVESCO QQQ TR
INVESCO QQQ TR
-1.72%
Shares2.0K
Event2026-03-31
Filed2026-05-08
LLY
ELI LILLY & CO
3.02%
Shares1.2K
Event2026-03-31
Filed2026-05-08
XLE
SELECT SECTOR SPDR TR
0.82%
Shares17.4K
Event2026-03-31
Filed2026-05-08
ABBV
ABBVIE INC
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-08
DFAI
DIMENSIONAL ETF TRUST
-11.80%
Shares26.2K
Event2026-03-31
Filed2026-05-08
CVX
CHEVRON CORPORATION
0.42%
Shares4.8K
Event2026-03-31
Filed2026-05-08
PWR
QUANTA SVCS INC
5.88%
Shares1.8K
Event2026-03-31
Filed2026-05-08
META
META PLATFORMS INC
-41.62%
Shares1.7K
Event2026-03-31
Filed2026-05-08
VO
VANGUARD INDEX FDS
-23.41%
Shares3.3K
Event2026-03-31
Filed2026-05-08
VWO
VANGUARD INTL EQUITY INDEX F
106.30%
Shares16.9K
Event2026-03-31
Filed2026-05-08
PANW
PALO ALTO NETWORKS INC
-30.92%
Shares5.6K
Event2026-03-31
Filed2026-05-08
VLUE
ISHARES TR
-0.27%
Shares5.9K
Event2026-03-31
Filed2026-05-08
SHYG
ISHARES TR
1.55%
Shares19.6K
Event2026-03-31
Filed2026-05-08
COST
COSTCO WHOLESALE CORPORATION
-0.12%
Shares830
Event2026-03-31
Filed2026-05-08
HD
HOME DEPOT INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-08
AGX
ARGAN INC
New
Shares1.4K
Event2026-03-31
Filed2026-05-08
TSLA
TESLA INC
4.94%
Shares2.1K
Event2026-03-31
Filed2026-05-08
ITA
ISHARES TR
42.11%
Shares3.6K
Event2026-03-31
Filed2026-05-08
NEE
NEXTERA ENERGY INC
0.00%
Shares8.3K
Event2026-03-31
Filed2026-05-08
LAM RESEARCH CORP
LAM RESEARCH CORP
2.74%
Shares3.6K
Event2026-03-31
Filed2026-05-08
PLTR
PALANTIR TECHNOLOGIES INC
4.16%
Shares5.1K
Event2026-03-31
Filed2026-05-08
HGER
HARBOR ETF TRUST
New
Shares23.7K
Event2026-03-31
Filed2026-05-08
AVUV
AMERICAN CENTY ETF TR
112.90%
Shares6.6K
Event2026-03-31
Filed2026-05-08
WMT
WALMART INC
0.00%
Shares5.8K
Event2026-03-31
Filed2026-05-08
SYM
SYMBOTIC INC
-4.16%
Shares12.9K
Event2026-03-31
Filed2026-05-08
BNDX
VANGUARD CHARLOTTE FDS
14.43%
Shares14.3K
Event2026-03-31
Filed2026-05-08
VB
VANGUARD INDEX FDS
72.85%
Shares2.6K
Event2026-03-31
Filed2026-05-08
VEA
VANGUARD TAX-MANAGED FDS
-14.97%
Shares10.6K
Event2026-03-31
Filed2026-05-08
AMAT
APPLIED MATLS INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-08
USRT
ISHARES TR
0.00%
Shares11.3K
Event2026-03-31
Filed2026-05-08
JEPI
J P MORGAN EXCHANGE TRADED F
0.04%
Shares11.2K
Event2026-03-31
Filed2026-05-08
VV
VANGUARD INDEX FDS
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-08
GILD
GILEAD SCIENCES INC
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-08
AMD
ADVANCED MICRO DEVICES INC
-23.80%
Shares3.1K
Event2026-03-31
Filed2026-05-08
GOVT
ISHARES TR
-0.27%
Shares25.8K
Event2026-03-31
Filed2026-05-08
TSM
TAIWAN SEMICONDUCTOR MANUFAC
49.11%
Shares1.7K
Event2026-03-31
Filed2026-05-08
FTAI AVIATION LTD
FTAI AVIATION LTD
New
Shares2.3K
Event2026-03-31
Filed2026-05-08
JEPQ
J P MORGAN EXCHANGE TRADED F
22.81%
Shares10.0K
Event2026-03-31
Filed2026-05-08
FITB
FIFTH THIRD BANCORP
New
Shares11.9K
Event2026-03-31
Filed2026-05-08
BILS
SPDR SERIES TRUST
6.09%
Shares5.5K
Event2026-03-31
Filed2026-05-08
JNJ
JOHNSON & JOHNSON
-4.26%
Shares2.2K
Event2026-03-31
Filed2026-05-08
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
New
Shares5.5K
Event2026-03-31
Filed2026-05-08
XLK
SELECT SECTOR SPDR TR
0.27%
Shares4.0K
Event2026-03-31
Filed2026-05-08
SLV
ISHARES SILVER TRUST
13.24%
Shares7.8K
Event2026-03-31
Filed2026-05-08
AMGN
AMGEN INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-08
GE AEROSPACE
GE AEROSPACE
-1.65%
Shares1.9K
Event2026-03-31
Filed2026-05-08
AIRR
FIRST TR EXCHANGE TRADED FD
-2.13%
Shares4.6K
Event2026-03-31
Filed2026-05-08
IEFA
ISHARES TR
-56.81%
Shares5.6K
Event2026-03-31
Filed2026-05-08
V
VISA INC
-5.80%
Shares1.7K
Event2026-03-31
Filed2026-05-08
LINDE PLC
LINDE PLC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-08
PG
PROCTER & GAMBLE CO
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-08
SCHD
SCHWAB STRATEGIC TR
0.01%
Shares15.3K
Event2026-03-31
Filed2026-05-08
QUAL
ISHARES TR
-4.97%
Shares2.3K
Event2026-03-31
Filed2026-05-08
ESGD
ISHARES TR
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-08
BWXT
BWX TECHNOLOGIES INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-08
URI
UNITED RENTALS INC
-5.17%
Shares550
Event2026-03-31
Filed2026-05-08
ITOT
ISHARES TR
-1.80%
Shares2.7K
Event2026-03-31
Filed2026-05-08
MS
MORGAN STANLEY
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-08
KO
COCA COLA CO
-4.69%
Shares5.1K
Event2026-03-31
Filed2026-05-08
BLACKROCK INC
BLACKROCK INC
-0.75%
Shares399
Event2026-03-31
Filed2026-05-08
LMT
LOCKHEED MARTIN CORP
0.00%
Shares630
Event2026-03-31
Filed2026-05-08
FIX
COMFORT SYS USA INC
22.73%
Shares270
Event2026-03-31
Filed2026-05-08
XLV
SELECT SECTOR SPDR TR
New
Shares2.5K
Event2026-03-31
Filed2026-05-08
CAT
CATERPILLAR INC
0.00%
Shares510
Event2026-03-31
Filed2026-05-08
VIS
VANGUARD WORLD FD
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-08
XOM
EXXON MOBIL CORP
23.88%
Shares2.1K
Event2026-03-31
Filed2026-05-08
GDX
VANECK ETF TRUST
-76.05%
Shares3.8K
Event2026-03-31
Filed2026-05-08
CLOZ
SERIES PORTFOLIOS TR
-78.67%
Shares13.5K
Event2026-03-31
Filed2026-05-08
GAB
GABELLI EQUITY TR INC
0.00%
Shares57.0K
Event2026-03-31
Filed2026-05-08
BA-PA
BOEING CO
0.00%
Shares4.9K
Event2026-03-31
Filed2026-05-08
EWZ
ISHARES INC
26.98%
Shares8.0K
Event2026-03-31
Filed2026-05-08
ALAB
ASTERA LABS INC
56.34%
Shares2.8K
Event2026-03-31
Filed2026-05-08
SITM
SITIME CORP
0.00%
Shares880
Event2026-03-31
Filed2026-05-08
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares430
Event2026-03-31
Filed2026-05-08
IESC
IES HOLDINGS INC
18.27%
Shares615
Event2026-03-31
Filed2026-05-08
VIG
VANGUARD SPECIALIZED FUNDS
-1.31%
Shares1.4K
Event2026-03-31
Filed2026-05-08
XLU
SELECT SECTOR SPDR TR
New
Shares6.3K
Event2026-03-31
Filed2026-05-08
GNRC
GENERAC HLDGS INC
-26.00%
Shares1.5K
Event2026-03-31
Filed2026-05-08
FLXR
TCW ETF TRUST
11.77%
Shares7.3K
Event2026-03-31
Filed2026-05-08
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
New
Shares4.1K
Event2026-03-31
Filed2026-05-08
DDOG
DATADOG INC
New
Shares2.4K
Event2026-03-31
Filed2026-05-08
VIST
VISTA ENERGY S.A.B. DE C.V.
New
Shares3.7K
Event2026-03-31
Filed2026-05-08
IREN
IREN LIMITED
2.88%
Shares8.0K
Event2026-03-31
Filed2026-05-08
PIZ
INVESCO EXCH TRADED FD TR II
New
Shares5.5K
Event2026-03-31
Filed2026-05-08
FRDM
EA SERIES TRUST
New
Shares5.0K
Event2026-03-31
Filed2026-05-08
TJX
TJX COS INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-08
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-61.60%
Shares452
Event2026-03-31
Filed2026-05-08
KTOS
KRATOS DEFENSE & SEC SOLUTIONS.
-12.56%
Shares3.8K
Event2026-03-31
Filed2026-05-08
SRLN
SSGA ACTIVE ETF TR
-31.58%
Shares6.5K
Event2026-03-31
Filed2026-05-08
CCJ
CAMECO CORP
New
Shares2.4K
Event2026-03-31
Filed2026-05-08
IUSB
ISHARES TR
-5.26%
Shares5.5K
Event2026-03-31
Filed2026-05-08
NBIS
NEBIUS GROUP N.V.
-15.71%
Shares2.4K
Event2026-03-31
Filed2026-05-08
AIG
AMERICAN INTL GROUP INC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-08
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-0.25%
Shares1.2K
Event2026-03-31
Filed2026-05-08
DSI
ISHARES TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-08
BUFD
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares8.2K
Event2026-03-31
Filed2026-05-08
IVV
ISHARES TR
0.00%
Shares349
Event2026-03-31
Filed2026-05-08
DE
DEERE & CO
New
Shares399
Event2026-03-31
Filed2026-05-08
SOXX
ISHARES TR
0.00%
Shares683
Event2026-03-31
Filed2026-05-08
ACLS
AXCELIS TECHNOLOGIES INC
New
Shares2.4K
Event2026-03-31
Filed2026-05-08
IBM
INTERNATIONAL BUSINESS MACHS
New
Shares909
Event2026-03-31
Filed2026-05-08
OKLO
OKLO INC
-34.15%
Shares4.3K
Event2026-03-31
Filed2026-05-08
AAAU
GOLDMAN SACHS PHYSICAL GOLD
New
Shares4.6K
Event2026-03-31
Filed2026-05-08
VXUS
VANGUARD STAR FDS
New
Shares2.7K
Event2026-03-31
Filed2026-05-08
SDVY
FIRST TR EXCHANGE TRADED FD
New
Shares5.3K
Event2026-03-31
Filed2026-05-08
BSCW
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-08
BSCT
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares11.0K
Event2026-03-31
Filed2026-05-08
BSCS
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-08
BSCU
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares12.0K
Event2026-03-31
Filed2026-05-08
BSCV
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares12.0K
Event2026-03-31
Filed2026-05-08
LITE
LUMENTUM HLDGS INC
New
Shares98
Event2026-03-31
Filed2026-05-08
SACH
SACHEM CAP CORP
-17.96%
Shares20.5K
Event2026-03-31
Filed2026-05-08

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available