Darden-Wealth-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MU",
  "ACN",
  "ABBV",
  "GOOGL",
  "AIG",
  "ASML",
  "BLK",
  "AVGO",
  "CLS",
  "GILD",
  "BA-PA",
  "HD",
  null,
  "MCD",
  "META",
  null,
  "IJH",
  "LRCX",
  "LIN",
  "PWR",
  "MA",
  "MSFT",
  "MS",
  "GAB",
  "GE",
  null,
  "IJR",
  "ANET",
  "ORCL",
  "NOC",
  "PANW",
  "IEMG",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "INTC",
  "LMT",
  "PG",
  null,
  "NOW",
  "RTX",
  "GLD",
  null,
  "IBM",
  "TMO",
  "TJX",
  "VO",
  "VV",
  "RKLB",
  "SACH",
  null,
  null,
  null,
  "TT",
  null,
  "AMZN",
  null,
  "ESGD",
  null,
  "BNDX",
  "V",
  "WMT",
  "IUSG",
  "SCHD",
  "DVY",
  null,
  null,
  null,
  null,
  null,
  "GEV",
  null,
  "BRK-B",
  "BA",
  "CVX",
  "KO",
  "COST",
  "CRWD",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  null,
  "APO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 98
Total Value: 128997564
Accession Number: 0002011221-25-000003
Form Type: 13F-HR
CIK: darden-wealth-group
Manager Name: Darden-Wealth-Group

Data Enrichment

79% identified

77 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

98 positions • $129.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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GENERAL ELECTRIC CO

GE|369604301

Shares:1.6K

Value:$311.0K

% of Portfolio:0.2% ($311.0K/$129.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.2K

Value:$298.4K

% of Portfolio:0.2% ($298.4K/$129.0M)

46434V613

Shares:6.1K

Value:$282.1K

% of Portfolio:0.2% ($282.1K/$129.0M)

UNITED RENTALS, INC.

URI|911363109

Shares:450

Value:$282.0K

% of Portfolio:0.2% ($282.0K/$129.0M)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:3.2K

Value:$281.1K

% of Portfolio:0.2% ($281.1K/$129.0M)

92204A603

Shares:1.1K

Value:$279.7K

% of Portfolio:0.2% ($279.7K/$129.0M)

MORGAN STANLEY

MS|617446448

Shares:2.4K

Value:$279.5K

% of Portfolio:0.2% ($279.5K/$129.0M)

92203J407

BNDX|92203J407

Shares:5.7K

Value:$277.0K

% of Portfolio:0.2% ($277.0K/$129.0M)

ORACLE CORP

ORCL|68389X105

Shares:1.9K

Value:$265.6K

% of Portfolio:0.2% ($265.6K/$129.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.2K

Value:$256.3K

% of Portfolio:0.2% ($256.3K/$129.0M)

464288760

Shares:1.7K

Value:$255.0K

% of Portfolio:0.2% ($255.0K/$129.0M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.0K

Value:$244.2K

% of Portfolio:0.2% ($244.2K/$129.0M)

Walt Disney Co

DIS|254687106

Shares:2.4K

Value:$239.9K

% of Portfolio:0.2% ($239.9K/$129.0M)

Apollo Global Management, Inc.

APO|03769M106

Shares:1.7K

Value:$232.8K

% of Portfolio:0.2% ($232.8K/$129.0M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:430

Value:$220.2K

% of Portfolio:0.2% ($220.2K/$129.0M)

922908629

VO|922908629

Shares:828

Value:$214.1K

% of Portfolio:0.2% ($214.1K/$129.0M)

INTEL CORP

INTC|458140100

Shares:5.6K

Value:$126.7K

% of Portfolio:0.1% ($126.7K/$129.0M)

Sachem Capital Corp.

SACH|78590A109

Shares:42.0K

Value:$48.7K

% of Portfolio:0.0% ($48.7K/$129.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENERAL ELECTRIC CO(GEcusip369604301)	1.6K	QoQ +0.19% (+3) YoY +0.71% (+11)	All Managers (Combined)	$311.0K	0.2% ($311.0K/$129.0M)	QoQ +20.23% (+$52.4K) YoY +14.84% (+$40.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.2K	QoQ -4.00% (-50) YoY +2.56% (+30)	All Managers (Combined)	$298.4K	0.2% ($298.4K/$129.0M)	QoQ +8.59% (-$23.6K) YoY +33.55% (+$75.0K)
(cusip46434V613)✕	6.1K	QoQ -4.93% (-318) YoY -8.95% (-602)	All Managers (Combined)	$282.1K	0.2% ($282.1K/$129.0M)	QoQ -3.07% (-$9.0K) YoY -7.95% (-$24.4K)
UNITED RENTALS, INC.(URIcusip911363109)	450	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$282.0K	0.2% ($282.0K/$129.0M)	QoQ -11.03% (-$35.0K) YoY -13.09% (-$42.5K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	3.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$281.1K	0.2% ($281.1K/$129.0M)	QoQ +19.42% (+$45.7K) YoY +11.21% (+$28.4K)
(cusip92204A603)✕	1.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$279.7K	0.2% ($279.7K/$129.0M)	QoQ -2.68% (-$7.7K) YoY +1.39% (+$3.8K)
MORGAN STANLEY(MScusip617446448)	2.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$279.5K	0.2% ($279.5K/$129.0M)	QoQ -7.19% (-$21.7K) YoY +23.90% (+$53.9K)
(BNDXcusip92203J407)	5.7K	QoQ -2.55% (-149) YoY -32.64% (-2.7K)	All Managers (Combined)	$277.0K	0.2% ($277.0K/$129.0M)	QoQ -3.01% (-$8.6K) YoY -33.13% (-$137.3K)
ORACLE CORP(ORCLcusip68389X105)	1.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$265.6K	0.2% ($265.6K/$129.0M)	QoQ -16.10% (-$51.0K) YoY +11.30% (+$27.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	2.2K	QoQ 0.00% (+0) YoY -6.66% (-154)	All Managers (Combined)	$256.3K	0.2% ($256.3K/$129.0M)	QoQ +10.56% (+$24.5K) YoY -4.50% (-$12.1K)
(cusip464288760)✕	1.7K	QoQ +3.09% (+50) YoY NEW(+1.7K)	All Managers (Combined)	$255.0K	0.2% ($255.0K/$129.0M)	QoQ +8.63% (+$20.3K) YoY NEW(+$255.0K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$244.2K	0.2% ($244.2K/$129.0M)	QoQ +0.81% (+$2.0K) YoY +20.09% (+$40.9K)
Walt Disney Co(DIScusip254687106)	2.4K	QoQ +0.57% (-14) YoY NEW(+2.4K)	All Managers (Combined)	$239.9K	0.2% ($239.9K/$129.0M)	QoQ -10.84% (-$29.2K) YoY NEW(+$239.9K)
Apollo Global Management, Inc.(APOcusip03769M106)	1.7K	QoQ 0.00% (-0) YoY NEW(+1.7K)	All Managers (Combined)	$232.8K	0.2% ($232.8K/$129.0M)	QoQ -17.08% (-$48.0K) YoY NEW(+$232.8K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	430	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$220.2K	0.2% ($220.2K/$129.0M)	QoQ +9.10% (+$18.4K) YoY +6.96% (+$14.3K)
(VOcusip922908629)	828	QoQ 0.00% (-0) YoY -75.12% (-2.5K)	All Managers (Combined)	$214.1K	0.2% ($214.1K/$129.0M)	QoQ -2.08% (-$4.6K) YoY -74.24% (-$617.4K)
INTEL CORP(INTCcusip458140100)	5.6K	QoQ NEW(+5.6K) YoY -71.52% (-14.0K)	All Managers (Combined)	$126.7K	0.1% ($126.7K/$129.0M)	QoQ NEW(+$126.7K) YoY -85.35% (-$738.7K)
Sachem Capital Corp.(SACHcusip78590A109)	42.0K	QoQ -6.45% (-2.9K) YoY -76.53% (-137.0K)	All Managers (Combined)	$48.7K	0.0% ($48.7K/$129.0M)	QoQ -19.62% (-$11.9K) YoY -93.89% (-$749.6K)