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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 : 2024-06-30
  Total Value : $166,046,000
  Total Value Change : $38,469,000
  Securities Held Change : -6
   
All Securities Held : 101
  New Positions : 11
  Closed Positions : 18
  Increased Positions : 34
  Unchanged Positions : 20
  Decreased Positions : 36

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Holdings Found : 11     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
   (AIRR)1 Year Chart         AIRR First Trust Rba American In... 11 New $74.09 $2,254,000 3,300 1.36% 2,254,000 3,300 0.004    N/A
   (SRLN)1 Year Chart         SRLN SPDR Blackstone/GSO Senior ... 59 New $41.74 $454,000 10,850 0.27% 454,000 10,850 0.006    N/A
   (PWR)1 Year Chart         PWR Quanta Services Inc 64 New $296.36 $407,000 1,600 0.25% 407,000 1,600 0.001    General Contractors
   (GAB)1 Year Chart         GAB Gabelli Equity Trust Inc 70 New $5.44 $348,000 67,000 0.21% 348,000 67,000 0.031    Closed - End Fund - Debt
   (JAAA)1 Year Chart         JAAA Janus Henderson Aaa Clo Etf 71 New $0.00 $340,000 6,675 0.2% 340,000 6,675 0.001    N/A
   (TMDX)1 Year Chart         TMDX Transmedics Group, Inc. 72 New $144.56 $334,000 2,215 0.2% 334,000 2,215 0.006    N/A
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 89 New $79.81 $240,000 3,236 0.14% 240,000 3,236 0    Closed - End Fund - Debt
   (BLD)1 Year Chart         BLD Topbuild Corp 91 New $400.86 $235,000 610 0.14% 235,000 610 0    N/A
   (MGK)1 Year Chart         MGK Vanguard Mega Cap 300 Gr In... 97 New $277.92 $219,000 697 0.13% 219,000 697 0.001    Closed - End Fund - E...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 98 New $172.66 $219,000 1,100 0.13% 219,000 1,100 0    Communication Equipment
   (APO)1 Year Chart         APO Apollo Global Management LLC 100 New $125.50 $201,000 1,700 0.12% 201,000 1,700 0    Diversified Investments

      11 Records Found
  1    
Page 1 of 1
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