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  Name: Darden Wealth Group Inc
  City: ANN ARBOR
  State: MI
  Zip: 48104
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $127,577,000
  Total Value Change : $23,571,000
  Securities Held Change : 5
   
All Securities Held : 107
  New Positions : 13
  Closed Positions : 8
  Increased Positions : 41
  Unchanged Positions : 22
  Decreased Positions : 31

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LRCX)1 Year Chart         LRCX Lam Research Corp 54 New $1,089.58 $638,000 655 0.5% 638,000 655 0    Semiconductor Equipme...
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... 65 New $42.27 $453,000 10,655 0.36% 453,000 10,655 0.001    N/A
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 69 New $48.96 $414,000 8,422 0.32% 414,000 8,422 0.001    N/A
   (NOW)1 Year Chart         NOW Servicenow, Inc. 70 New $730.17 $408,000 535 0.32% 408,000 535 0    Information Technolog...
   (FB)1 Year Chart         FB Meta Platforms Inc 83 New $499.49 $291,000 600 0.23% 291,000 600 0    Internet Service Prov...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 87 New $231.41 $279,000 1,338 0.22% 279,000 1,338 0    Closed - End Fund - E...
   (GE)1 Year Chart         GE General Electric Co 89 New $164.97 $271,000 1,543 0.21% 271,000 1,543 0    Conglomerates
   (EMB)1 Year Chart         EMB iShares JPMorgan USD Emerg ... 92 New $89.60 $240,000 2,676 0.19% 240,000 2,676 0    Closed - End Fund - E...
   (IBM)1 Year Chart         IBM International Business Mach... 98 New $170.55 $223,000 1,170 0.17% 223,000 1,170 0    Diversified Computer ...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 99 New $60.24 $220,000 3,655 0.17% 220,000 3,655 0    Discount, Variety Stores
   (TJX)1 Year Chart         TJX TJX Companies Inc 102 New $110.26 $203,000 2,005 0.16% 203,000 2,005 0    Discount, Variety Stores
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 104 New $172.45 $202,000 1,002 0.16% 202,000 1,002 0    Oil & Gas Refining, P...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 107 New $247.83 $200,000 970 0.16% 200,000 970 0    Semiconductor Equipme...

      13 Records Found
  1    
Page 1 of 1
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