Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
NVIDIA CORPORATION COM | 23,554 | +23,554 | $11,664 |
NVDA | 23,554 | +23,554 | $11,664 |
Apple | 38,269 | +38,269 | $7,368 |
AAPL | 38,269 | +38,269 | $7,368 |
MICROSOFT CORP COM | 15,815 | +15,815 | $5,947 |
MSFT | 15,815 | +15,815 | $5,947 |
ALPHABET INC CAP STK CL A | 42,295 | +42,295 | $5,908 |
GOOGL | 42,295 | +42,295 | $5,908 |
AMAZON COM INC COM | 34,415 | +34,415 | $5,229 |
AMZN | 34,415 | +34,415 | $5,229 |
BOEING CO COM | 13,302 | +13,302 | $3,467 |
BA | 13,302 | +13,302 | $3,467 |
ISHARES FLOATING RATE BOND ETF (FLOT) | 55,031 | +55,031 | $2,786 |
FLOT | 55,031 | +55,031 | $2,786 |
ISHARES SELECT DIVIDEND ETF (DVY) | 17,533 | +17,533 | $2,055 |
DVY | 17,533 | +17,533 | $2,055 |
ISHARES TIPS BOND ETF (TIP) | 19,114 | +19,114 | $2,055 |
TIP | 19,114 | +19,114 | $2,055 |
FIRST TRUST PREFERRED SECURITIES & INCOME ETF (FPE) | 109,753 | +109,753 | $1,850 |
FPE | 109,753 | +109,753 | $1,850 |
ISHARES CORE S&P MID CAP ETF (IJH) | 6,641 | +6,641 | $1,841 |
IJH | 6,641 | +6,641 | $1,841 |
ALPHABET INC CAP STK CL C | 13,037 | +13,037 | $1,837 |
GOOG | 13,037 | +13,037 | $1,837 |
TESLA INC COM | 7,120 | +7,120 | $1,769 |
TSLA | 7,120 | +7,120 | $1,769 |
ISHARES CORE S&P SMALL CAP ETF (IJR) | 15,653 | +15,653 | $1,694 |
IJR | 15,653 | +15,653 | $1,694 |
ISHARES SHORT TREASURY BOND ETF (SHV) | 12,888 | +12,888 | $1,419 |
SHV | 12,888 | +12,888 | $1,419 |
ISHARES CORE 1 5 YEAR USD BOND ETF (ISTB) | 29,688 | +29,688 | $1,412 |
ISTB | 29,688 | +29,688 | $1,412 |
INVESCO QQQ TRUST SERIES I | 3,394 | +3,394 | $1,391 |
QQQ | 3,394 | +3,394 | $1,391 |
EATON CORP PLC SHS | 5,077 | +5,077 | $1,223 |
ETN | 5,077 | +5,077 | $1,223 |
MASTERCARD INCORPORATED CL A | 2,789 | +2,789 | $1,190 |
MA | 2,789 | +2,789 | $1,190 |
ISHARES CORE S&P U.S. GROWTH ETF (IUSG) | 11,399 | +11,399 | $1,187 |
IUSG | 11,399 | +11,399 | $1,187 |
ASML HOLDING N V N Y REGISTRY SHS | 1,493 | +1,493 | $1,130 |
ASML | 1,493 | +1,493 | $1,130 |
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | 21,907 | +21,907 | $1,108 |
IEMG | 21,907 | +21,907 | $1,108 |
UNITEDHEALTH GROUP INC COM | 2,065 | +2,065 | $1,087 |
UNH | 2,065 | +2,065 | $1,087 |
INTEL CORP COM | 20,578 | +20,578 | $1,034 |
INTC | 20,578 | +20,578 | $1,034 |
ENERGY SELECT SECTOR SPDR FUND (XLE) | 12,063 | +12,063 | $1,011 |
XLE | 12,063 | +12,063 | $1,011 |
SPDR S&P 500 ETF TRUST (SPY) | 2,113 | +2,113 | $1,008 |
SPY | 2,113 | +2,113 | $1,008 |
BROADCOM INC COM | 821 | +821 | $916 |
AVGO | 821 | +821 | $916 |
HOME DEPOT INC COM | 2,578 | +2,578 | $894 |
HD | 2,578 | +2,578 | $894 |
ISHARES MSCI USA VALUE FACTOR ETF (VLUE) | 8,713 | +8,713 | $881 |
VLUE | 8,713 | +8,713 | $881 |
VANGUARD TOTAL STOCK MARKET ETF (VTI) | 3,644 | +3,644 | $864 |
VTI | 3,644 | +3,644 | $864 |
ACCENTURE PLC IRELAND SHS CLASS A | 2,459 | +2,459 | $863 |
ACN | 2,459 | +2,459 | $863 |
TARGET CORP COM | 5,953 | +5,953 | $848 |
TGT | 5,953 | +5,953 | $848 |
ISHARES TREASURY FLOATING RATE BOND ETF (TFLO) | 16,721 | +16,721 | $844 |
TFLO | 16,721 | +16,721 | $844 |
CHEVRON CORP NEW COM | 5,582 | +5,582 | $833 |
CVX | 5,582 | +5,582 | $833 |
ADVANCED MICRO DEVICES INC COM | 5,575 | +5,575 | $822 |
AMD | 5,575 | +5,575 | $822 |
BUILDERS FIRSTSOURCE INC COM | 4,800 | +4,800 | $801 |
BLDR | 4,800 | +4,800 | $801 |
ELI LILLY & CO COM | 1,360 | +1,360 | $793 |
LLY | 1,360 | +1,360 | $793 |
JPMORGAN CHASE & CO COM | 4,417 | +4,417 | $751 |
JPM | 4,417 | +4,417 | $751 |
BERKSHIRE HATHAWAY INC DEL CL B NEW | $733 | ||
BRK.B | 2,056 | +2,056 | $733 |
INVENTRUST PPTYS CORP COM NEW | 28,887 | +28,887 | $732 |
IVT | 28,887 | +28,887 | $732 |
JOHNSON & JOHNSON COM | 4,663 | +4,663 | $731 |
JNJ | 4,663 | +4,663 | $731 |
SPDR GOLD SHARES (GLD) | 3,749 | +3,749 | $717 |
GLD | 3,749 | +3,749 | $717 |
VANGUARD MID CAP ETF (VO) | 3,028 | +3,028 | $704 |
VO | 3,028 | +3,028 | $704 |
ISHARES U.S. TREASURY BOND ETF (GOVT) | 30,528 | +30,528 | $703 |
GOVT | 30,528 | +30,528 | $703 |
MICRON TECHNOLOGY INC COM | 8,122 | +8,122 | $694 |
MU | 8,122 | +8,122 | $694 |
PROCTER AND GAMBLE CO COM | 4,582 | +4,582 | $671 |
PG | 4,582 | +4,582 | $671 |
NEXTERA ENERGY INC UNIT 09 01 25 | $638 | ||
NEE.PRR | 16,738 | +16,738 | $638 |
VANGUARD S&P 500 ETF (VOO) | 1,420 | +1,420 | $620 |
VOO | 1,420 | +1,420 | $620 |
PALO ALTO NETWORKS INC COM | 2,050 | +2,050 | $605 |
PANW | 2,050 | +2,050 | $605 |
TRANE TECHNOLOGIES PLC SHS | 2,440 | +2,440 | $595 |
TT | 2,440 | +2,440 | $595 |
See Full List: All Stocks Held By Darden Wealth Group Inc
— Including:
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See Details: Top 10 Stocks Held By Darden Wealth Group Inc
Size ($ in 1000's)
At 12/31/2023: $104,709 At 09/30/2023: $0 Darden Wealth Group Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Darden Wealth Group Inc 13F filings. Link to 13F filings: SEC filings |