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| Name: |
Darden Wealth Group Inc |
| City: |
ANN ARBOR |
| State: |
MI |
| Zip: |
48104 |
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data |
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| Holdings
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22 |
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Menu
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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 |
|
MA |
MasterCard Inc A |
22 |
- |
$450.11 |
$1,343,000 |
2,789 |
1.05% |
153,000 |
0 |
0 |
Business Services |
|
|
GOVT |
Ishares Barclays Us Treasur... |
52 |
- |
$0.00 |
$695,000 |
30,528 |
0.54% |
-8,000 |
0 |
0 |
N/A |
|
|
VV |
Vanguard Large Cap VIPERS |
59 |
- |
$251.50 |
$537,000 |
2,239 |
0.42% |
49,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
JHMM |
John Hancock Multifactor Mi... |
63 |
- |
$55.37 |
$493,000 |
8,600 |
0.39% |
40,000 |
0 |
0.01 |
N/A |
|
|
COST |
Costco Wholesale Corp |
64 |
- |
$870.75 |
$469,000 |
640 |
0.37% |
37,000 |
0 |
0 |
Discount, Variety Stores |
|
|
MCD |
McDonalds Corp |
71 |
- |
$250.79 |
$400,000 |
1,420 |
0.31% |
-21,000 |
0 |
0 |
Restaurants |
|
|
TMO |
Thermo Fisher Scientific |
73 |
- |
$569.17 |
$372,000 |
640 |
0.29% |
32,000 |
0 |
0 |
Medical Laboratories ... |
|
|
URI |
United Rentals Inc |
77 |
- |
$644.89 |
$325,000 |
450 |
0.25% |
67,000 |
0 |
0.001 |
Rental & Leasing Serv... |
|
|
KO |
Coca-Cola Co |
79 |
- |
$62.63 |
$313,000 |
5,081 |
0.25% |
14,000 |
0 |
0.001 |
Beverage Soft Drinks... |
|
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SYK |
Stryker Corp |
84 |
- |
$348.67 |
$286,000 |
800 |
0.22% |
46,000 |
0 |
0 |
Medical Instruments &... |
|
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NUMG |
Nushares Esg Mid Cap Growth... |
85 |
- |
$0.00 |
$280,000 |
6,299 |
0.22% |
13,000 |
0 |
0.014 |
N/A |
|
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ROP |
Roper Industries Inc |
86 |
- |
$560.10 |
$280,000 |
500 |
0.22% |
7,000 |
0 |
0 |
Diversified Machinery |
|
|
VIS |
Vanguard Industrials ETF |
88 |
- |
$237.84 |
$276,000 |
1,130 |
0.22% |
27,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
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AIG |
American International Grou... |
91 |
- |
$74.13 |
$253,000 |
3,233 |
0.2% |
34,000 |
0 |
0 |
Property & Casualty I... |
|
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ORCL |
Oracle Corp |
93 |
- |
$144.64 |
$239,000 |
1,900 |
0.19% |
39,000 |
0 |
0 |
Application Software |
|
|
MS |
Morgan Stanley |
95 |
- |
$97.57 |
$226,000 |
2,396 |
0.18% |
3,000 |
0 |
0 |
Investment Brokerage ... |
|
|
COP |
ConocoPhillips |
96 |
- |
$109.41 |
$225,000 |
1,770 |
0.18% |
20,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
LMT |
Lockheed Martin Corp |
97 |
- |
$460.00 |
$224,000 |
490 |
0.18% |
2,000 |
0 |
0 |
Aerospace/Defense - M... |
|
|
NOC |
Northrop Grumman Corp |
100 |
- |
$425.83 |
$206,000 |
430 |
0.16% |
5,000 |
0 |
0 |
Aerospace/Defense - M... |
|
|
BSCW |
Invesco Bulletshares 2032 C... |
103 |
- |
$0.00 |
$203,000 |
10,000 |
0.16% |
-4,000 |
0 |
0 |
N/A |
|
|
BSCT |
Invesco Bulletshares 2029 C... |
106 |
- |
$0.00 |
$201,000 |
11,000 |
0.16% |
-3,000 |
0 |
0 |
N/A |
|
|
BSCS |
Invesco Bulletshares 2028 C... |
105 |
- |
$0.00 |
$201,000 |
10,000 |
0.16% |
-2,000 |
0 |
0.06 |
N/A |
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