AI Portfolio Summary
In 2025 Q4, Darden Wealth Group Inc maintained a portfolio of 152 distinct positions. They heavily accumulated shares in Apple Inc, increasing their position by 0.4%. Conversely, Darden Wealth Group Inc completely exited their position in ABRDN PLATINUM ETF T.
Total Positions
152
Quarter
2025 Q4
Top Holding
NVDA (16.3%)
Top 10 Concentration
48.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 152
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 16.30% | 17.88% |
#1
Prev: #1
|
6.5 | -3,207 | -1.7% |
P
S
|
180,122 | $33,592,916 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 5.41% | 4.53% |
#2
2
Prev: #4
|
2.2 | -45 | -0.1% |
P
S
|
35,612 | $11,146,789 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
Apple Inc
|
Technology | 4.60% | 4.62% |
#3
Prev: #3
|
3.8 | 144 | 0.4% |
P
S
|
34,876 | $9,481,554 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.35% | 4.83% |
#4
2
Prev: #2
|
3.8 | 695 | 3.9% |
P
S
|
18,536 | $8,964,645 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.75% | 3.74% |
#5
Prev: #5
|
3.5 | 892 | 2.7% |
P
S
|
33,463 | $7,724,151 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 3.73% | 3.50% |
#6
Prev: #6
|
3.5 | 1,891 | 9.3% |
P
S
|
22,209 | $7,686,710 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RKLB
ROCKET LAB CORP
|
Industrials | 3.62% | 2.63% |
#7
Prev: #7
|
3.5 | 1,912 | 1.8% |
P
S
|
107,082 | $7,470,040 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 2.26% | 1.85% |
#8
2
Prev: #10
|
2.9 | 362 | 2.5% |
P
S
|
14,875 | $4,667,775 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 2.05% | 1.97% |
#9
Prev: #9
|
2.9 | 1,353 | 17.6% |
P
S
|
9,025 | $4,230,559 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 1.97% | 2.08% |
#10
2
Prev: #8
|
2.8 | 1,928 | 2.5% |
P
S
|
79,647 | $4,050,894 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.44% | 0.89% |
#11
11
Prev: #22
|
2.6 | 148 | 1.4% |
P
S
|
10,376 | $2,961,482 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.44% | 1.58% |
#12
Prev: #12
|
2.6 | 1,804 | 8.7% |
P
S
|
22,574 | $2,957,871 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FPE
FIRST TR EXCH T...
|
Preferred | 1.34% | 1.45% |
#13
Prev: #13
|
0.5 | -822 | -0.5% |
P
S
|
151,629 | $2,762,682 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.24% | 1.66% |
#14
3
Prev: #11
|
0.5 | -457 | -5.4% |
P
S
|
8,021 | $2,554,946 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APP
APPLOVIN CORP
|
Communication Services | 1.22% | 1.35% |
#15
1
Prev: #14
|
2.5 | 116 | 3.2% |
P
S
|
3,719 | $2,506,508 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 1.15% | 1.12% |
#16
1
Prev: #17
|
2.5 | 4,642 | 11.0% |
P
S
|
46,920 | $2,373,257 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.09% | 0.95% |
#17
2
Prev: #19
|
2.5 | 1,347 | 12.4% |
P
S
|
12,207 | $2,238,764 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CLS
CELESTICA INC
|
Technology | 1.08% | 0.82% |
#18
10
Prev: #28
|
2.5 | 1,216 | 19.2% |
P
S
|
7,563 | $2,235,703 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DVY
ISHARES TR
|
ETF | 0.96% | 1.16% |
#19
4
Prev: #15
|
0.4 | -1,608 | -10.3% |
P
S
|
14,045 | $1,982,415 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.91% | 1.14% |
#20
4
Prev: #16
|
0.4 | -147 | -4.9% |
P
S
|
2,835 | $1,871,355 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR
|
ETF | 0.91% | 1.00% |
#21
3
Prev: #18
|
0.4 | -1,113 | -3.8% |
P
S
|
28,277 | $1,866,306 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.87% | 0.92% |
#22
2
Prev: #20
|
0.3 | -6 | -0.2% |
P
S
|
2,625 | $1,790,479 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IUSG
ISHARES TR
|
Warrant | 0.85% | 0.92% |
#23
2
Prev: #21
|
0.3 | -264 | -2.5% |
P
S
|
10,374 | $1,742,257 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.82% | 0.89% |
#24
2
Prev: #26
|
0.3 | no change | no change |
P
S
|
2,977 | $1,699,747 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CLOZ
SERIES PORTFOLI...
|
Unknown | 0.81% | 0.75% |
#25
7
Prev: #32
|
2.4 | 9,668 | 18.1% |
P
S
|
63,135 | $1,671,815 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PPLT
ABRDN PLATINUM ...
|
ETF | 0.00% | 0.33% |
Sold All 😨
(Was: #68) |
0.3 | -4,360 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRWV
COREWEAVE INC C...
|
Technology | 0.00% | 0.15% |
Sold All 😨
(Was: #109) |
0.3 | -2,110 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.00% | 0.13% |
Sold All 😨
(Was: #115) |
0.3 | -3,882 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DKNG
DRAFTKINGS INC ...
|
Consumer Cyclical | 0.00% | 0.12% |
Sold All 😨
(Was: #124) |
0.3 | -6,060 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 152 holdings