0002011221-24-000013.txt : 20241112 0002011221-24-000013.hdr.sgml : 20241112 20241112084033 ACCESSION NUMBER: 0002011221-24-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241112 DATE AS OF CHANGE: 20241112 EFFECTIVENESS DATE: 20241112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Darden Wealth Group Inc CENTRAL INDEX KEY: 0002011221 ORGANIZATION NAME: IRS NUMBER: 824679508 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23733 FILM NUMBER: 241443797 BUSINESS ADDRESS: STREET 1: 415 DETROIT ST STREET 2: STE. 100 CITY: ANN ARBOR STATE: MI ZIP: 48104 BUSINESS PHONE: 7342940100 MAIL ADDRESS: STREET 1: 415 DETROIT ST STREET 2: STE. 100 CITY: ANN ARBOR STATE: MI ZIP: 48104 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002011221 XXXXXXXX 09-30-2024 09-30-2024 Darden Wealth Group Inc

415 DETROIT ST STE. 100 ANN ARBOR MI 48104

13F HOLDINGS REPORT 028-23733 000294926 801-120167 N David McNeely 7342940100 David McNeely Ann Arbor MI 11-12-2024 0 104 139439434 false INFORMATION TABLE 2 q4202413f.xml DWGQ413F ABBVIE INC COM 00287Y109 934475 4732 SH SOLE 0 0 0 4732 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 739644 2092 SH SOLE 0 0 0 2092 ADOBE INC COM 00724F101 928897 1794 SH SOLE 0 0 0 1794 ADVANCED MICRO DEVICES INC COM 007903107 2063470 12576 SH SOLE 0 0 0 12576 ALPHABET INC CAP STK CL A 02079K305 6584616 39702 SH SOLE 0 0 0 39702 ALPHABET INC CAP STK CL C 02079K107 2456522 14693 SH SOLE 0 0 0 14693 AMAZON COM INC COM 023135106 6339691 34024 SH SOLE 0 0 0 34024 AMERICAN INTL GROUP INC COM NEW 026874784 236752 3233 SH SOLE 0 0 0 3233 APOLLO GLOBAL MGMT INC COM 03769M106 212347 1700 SH SOLE 0 0 0 1700 APPLE INC COM 037833100 9717530 41706 SH SOLE 0 0 0 41706 ARISTA NETWORKS INC COM 040413106 1731412 4511 SH SOLE 0 0 0 4511 ASML HOLDING N V NY REGISTRY SHS N07059210 1288375 1546 SH SOLE 0 0 0 1546 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1211864 2633 SH SOLE 0 0 0 2633 BLACKROCK INC COM 09290D101 594774 626 SH SOLE 0 0 0 626 BOEING CO COM 097023105 609832 4011 SH SOLE 0 0 0 4011 BROADCOM INC COM 11135F101 3267150 18940 SH SOLE 0 0 0 18940 BUILDERS FIRSTSOURCE INC COM 12008R107 967361 4990 SH SOLE 0 0 0 4990 CHEVRON CORP NEW COM 166764100 1142962 7761 SH SOLE 0 0 0 7761 COCA COLA CO COM 191216100 365120 5081 SH SOLE 0 0 0 5081 COSTCO WHSL CORP NEW COM 22160K105 567372 640 SH SOLE 0 0 0 640 CROWDSTRIKE HLDGS INC CL A 22788C105 1783228 6358 SH SOLE 0 0 0 6358 DANAHER CORPORATION COM 235851102 216855 780 SH SOLE 0 0 0 780 DISNEY WALT CO COM 254687106 232106 2413 SH SOLE 0 0 0 2413 EATON CORP PLC SHS G29183103 3338117 10071 SH SOLE 0 0 0 10071 ELI LILLY & CO COM 532457108 1342199 1515 SH SOLE 0 0 0 1515 SELECT SECTOR SPDR TR ENERGY 81369Y506 1082354 12327 SH SOLE 0 0 0 12327 EXXON MOBIL CORP COM 30231G102 311443 2656 SH SOLE 0 0 0 2656 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 2589621 143072 SH SOLE 0 0 0 143072 FIRST TR EXCHANGE-TRADED FD RBA INDL ETF 33738R704 246440 3300 SH SOLE 0 0 0 3300 GABELLI EQUITY TR INC COM 362397101 367830 67000 SH SOLE 0 0 0 67000 GE AEROSPACE COM NEW 369604301 339632 1801 SH SOLE 0 0 0 1801 GILEAD SCIENCES INC COM 375558103 370579 4420 SH SOLE 0 0 0 4420 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 277385 1800 SH SOLE 0 0 0 1800 HOME DEPOT INC COM 437076102 1066682 2632 SH SOLE 0 0 0 2632 INTEL CORP COM 458140100 212435 9055 SH SOLE 0 0 0 9055 INTERNATIONAL BUSINESS MACHS COM 459200101 276350 1250 SH SOLE 0 0 0 1250 INVESCO QQQ TR UNIT SER 1 46090E103 1044109 2139 SH SOLE 0 0 0 2139 ISHARES TR 0-5YR HI YL CP 46434V407 800274 18431 SH SOLE 0 0 0 18431 ISHARES TR CORE 1 5 YR USD 46432F859 1349845 27728 SH SOLE 0 0 0 27728 ISHARES INC CORE MSCI EMKT 46434G103 1123141 19563 SH SOLE 0 0 0 19563 ISHARES TR CORE S&P MCP ETF 464287507 1913191 30699 SH SOLE 0 0 0 30699 ISHARES TR CORE S&P SCP ETF 464287804 1744062 14911 SH SOLE 0 0 0 14911 ISHARES TR CORE S&P TTL STK 464287150 341586 2719 SH SOLE 0 0 0 2719 ISHARES TR CORE S&P US GWT 464287671 1525676 11566 SH SOLE 0 0 0 11566 ISHARES TR CORE TOTAL USD 46434V613 306102 6496 SH SOLE 0 0 0 6496 ISHARES TR ETFESG AW MSCI EAFE 46435G516 356291 4233 SH SOLE 0 0 0 4233 ISHARES TR FLTG RATE NT ETF 46429B655 3732688 73132 SH SOLE 0 0 0 73132 ISHARES TR MSCI KLD 400 SOC 464288570 207529 1907 SH SOLE 0 0 0 1907 ISHARES TR MSCI USA QLT FCT 46432F339 451726 2519 SH SOLE 0 0 0 2519 ISHARES TR MSCI USA VALUE 46432F388 764704 7013 SH SOLE 0 0 0 7013 ISHARES TR SELECT DIVID ETF 464287168 2177394 16120 SH SOLE 0 0 0 16120 ISHARES TR SHORT TREAS BD 464288679 1284899 11614 SH SOLE 0 0 0 11614 ISHARES TR TIPS BD ETF 464287176 1803791 16328 SH SOLE 0 0 0 16328 ISHARES TR TRS FLT RT BD 46434V860 1269048 25080 SH SOLE 0 0 0 25080 ISHARES TR US AER DEF ETF 464288760 210992 1410 SH SOLE 0 0 0 1410 ISHARES TR US TREAS BD ETF 46429B267 608035 25929 SH SOLE 0 0 0 25929 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 963311 18933 SH SOLE 0 0 0 18933 JOHNSON & JOHNSON COM 478160104 491226 3031 SH SOLE 0 0 0 3031 JPMORGAN CHASE & CO. COM 46625H100 925866 4390 SH SOLE 0 0 0 4390 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 761728 12800 SH SOLE 0 0 0 12800 LAM RESEARCH CORP COM 512807306 606347 743 SH SOLE 0 0 0 743 LINDE PLC SHS G54950103 476860 1000 SH SOLE 0 0 0 1000 LOCKHEED MARTIN CORP COM 539830109 286434 490 SH SOLE 0 0 0 490 MASTERCARD INCORPORATED CL A 57636Q104 1375233 2785 SH SOLE 0 0 0 2785 MCDONALDS CORP COM 580135101 432404 1420 SH SOLE 0 0 0 1420 META PLATFORMS INC CL A 30303M102 609076 1064 SH SOLE 0 0 0 1064 MICRON TECHNOLOGY INC COM 595112103 1049616 10120 SH SOLE 0 0 0 10120 MICROSOFT CORP COM 594918104 7951318 18478 SH SOLE 0 0 0 18478 MORGAN STANLEY COM NEW 617446448 249759 2396 SH SOLE 0 0 0 2396 NEXTERA ENERGY INC UNIT 09/01/2025 65339F713 721917 15572 SH SOLE 0 0 0 15572 NORTHROP GRUMMAN CORP COM 666807102 227070 430 SH SOLE 0 0 0 430 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 242610 5413 SH SOLE 0 0 0 5413 NVIDIA CORPORATION COM 67066G104 25309878 208414 SH SOLE 0 0 0 208414 ORACLE CORP COM 68389X105 323760 1900 SH SOLE 0 0 0 1900 PALO ALTO NETWORKS INC COM 697435105 1229796 3598 SH SOLE 0 0 0 3598 PROCTER AND GAMBLE CO COM 742718109 649671 3750 SH SOLE 0 0 0 3750 QUANTA SVCS INC COM 74762E102 488966 1640 SH SOLE 0 0 0 1640 RTX CORPORATION COM 75513E101 1201422 9916 SH SOLE 0 0 0 9916 SACHEM CAP CORP COM 78590A109 284760 113000 SH SOLE 0 0 0 113000 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 260077 3236 SH SOLE 0 0 0 3236 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 514703 6089 SH SOLE 0 0 0 6089 SERVICENOW INC COM 81762P102 907805 1015 SH SOLE 0 0 0 1015 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 442656 10600 SH SOLE 0 0 0 10600 SPDR GOLD TR GOLD SHS 78463V107 279275 1149 SH SOLE 0 0 0 1149 SPDR S&P 500 ETF TR TR UNIT 78462F103 1504757 2622 SH SOLE 0 0 0 2622 TARGET CORP COM COM 87612E106 673197 4319 SH SOLE 0 0 0 4319 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 328480 1455 SH SOLE 0 0 0 1455 TESLA INC COM 88160R101 566428 2165 SH SOLE 0 0 0 2165 THERMO FISHER SCIENTIFIC INC COM 883556102 395884 640 SH SOLE 0 0 0 640 TJX COS INC NEW COM 872540109 235667 2005 SH SOLE 0 0 0 2005 TRANE TECHNOLOGIES PLC SHS G8994E103 1638170 4214 SH SOLE 0 0 0 4214 TRANSMEDICS GROUP INC COM 89377M109 363455 2315 SH SOLE 0 0 0 2315 UNITED RENTALS INC COM 911363109 364378 450 SH SOLE 0 0 0 450 UNITEDHEALTH GROUP INC COM 91324P102 616252 1054 SH SOLE 0 0 0 1054 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 847441 3452 SH SOLE 0 0 0 3452 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 293887 1130 SH SOLE 0 0 0 1130 VANGUARD INDEX FDS LARGE CAP ETF 922908637 558438 2121 SH SOLE 0 0 0 2121 VANGUARD WORLD FD MEGA GRWTH IND 921910816 216994 674 SH SOLE 0 0 0 674 VANGUARD INDEX FDS MID CAP ETF 922908629 218451 828 SH SOLE 0 0 0 828 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 292386 5815 SH SOLE 0 0 0 5815 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1046758 3696 SH SOLE 0 0 0 3696 VISA INC COM CL A 92826C839 381080 1386 SH SOLE 0 0 0 1386 WALMART INC COM 931142103 386457 4785 SH SOLE 0 0 0 4785 ZOETIS INC CL A 98978V103 218825 1120 SH SOLE 0 0 0 1120