Portfolio (Quarterly)
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Darden Wealth Group Inc
· CIK 0002011221| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GEV | GE VERNOVA INC | Utilities | 1,917.0 | $2.3M | 0.89% | NEW | — | $1174.88 | -19.8% |
| 22 | DVY | ISHARES TR | — | 13,570.0 | $2.1M | 0.84% | NEW | — | $156.30 | +5.1% |
| 23 | IEMG | ISHARES INC | — | 25,523.0 | $2.1M | 0.84% | NEW | — | $82.84 | +1.0% |
| 24 | APP | APPLOVIN CORP | Technology | 4,059.0 | $2.1M | 0.83% | NEW | — | $515.21 | -37.8% |
| 25 | IJH | ISHARES TR | — | 27,076.0 | $2.1M | 0.83% | NEW | — | $77.11 | -1.6% |
| 26 | MRVL | MARVELL TECHNOLOGY INC | Technology | 6,951.0 | $2.1M | 0.82% | NEW | — | $297.89 | -25.0% |
| 27 | JPM | JPMORGAN CHASE & CO | Financial Services | 6,181.0 | $2.0M | 0.80% | NEW | — | $327.32 | +9.6% |
| 28 | AMD | ADVANCED MICRO DEVICES INC | Technology | 3,454.0 | $2.0M | 0.80% | NEW | — | $580.91 | -17.8% |
| 29 | TT | TRANE TECHNOLOGIES PLC | Industrials | 4,071.0 | $2.0M | 0.79% | NEW | — | $491.18 | -8.8% |
| 30 | PANW | PALO ALTO NETWORKS INC | Technology | 5,691.0 | $1.9M | 0.77% | NEW | — | $341.02 | -2.3% |
| 31 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 2,594.0 | $1.9M | 0.77% | NEW | — | $746.84 | +3.1% |
| 32 | IUSG | ISHARES TR | — | 10,046.0 | $1.9M | 0.75% | NEW | — | $188.09 | +2.0% |
| 33 | IJR | ISHARES TR | — | 12,642.0 | $1.9M | 0.74% | NEW | — | $148.31 | -2.0% |
| 34 | GLD | SPDR GOLD TR | Financial Services | 5,044.0 | $1.9M | 0.74% | NEW | — | $368.38 | +10.4% |
| 35 | EWY | ISHARES INC | — | 8,191.0 | $1.7M | 0.66% | NEW | — | $201.90 | -6.5% |
| 36 | TIP | ISHARES TR | — | 14,188.0 | $1.6M | 0.61% | NEW | — | $109.43 | -2.2% |
| 37 | — | BERKSHIRE HATHAWAY INC DEL | — | 3,064.0 | $1.5M | 0.61% | NEW | — | $500.39 | — |
| 38 | LRCX | LAM RESEARCH CORP | Technology | 3,533.0 | $1.5M | 0.61% | NEW | — | $433.33 | -29.0% |
| 39 | QQQ | INVESCO QQQ TR | Financial Services | 1,999.0 | $1.5M | 0.58% | NEW | — | $736.27 | -2.4% |
| 40 | VTI | VANGUARD INDEX FDS | — | 3,942.0 | $1.5M | 0.58% | NEW | — | $370.01 | +2.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
60.0%
Industrials
15.1%
Communication Services
7.0%
Financial Services
6.5%
Consumer Cyclical
5.3%
Healthcare
3.0%
Utilities
1.6%
Consumer Defensive
1.0%
Energy
0.3%
Basic Materials
0.3%