Darden Wealth Group Inc 13F Portfolio

FundPortfolio ManagerPerformance 25Q1AUM# of HoldingsPerformance Rank Allocation
Darden Wealth Group IncDarden Wealth Group Inc-14.16%$128653000 97 N/A

Top Holdings Performance History

Darden Wealth Group Inc Holdings Map

Top 50 Darden Wealth Group Inc Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Darden Wealth Group Inc Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds