Darwin Advisors, LLC
- SEC CIK
- 0001663224
- Latest filing
- Jul 21, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 165
- No 13F data for Q4 2020
- Portfolio value
- $573.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MUXMcEwen Inc. | COM | 22,137 | $23.0K | <0.1% | – | – | History |
| HUMHumana Inc | Stock | 480 | $201.0K | <0.1% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 1,620 | $202.0K | <0.1% | – | – | History |
| WMWaste Management Inc | Stock | 1,604 | $207.0K | <0.1% | – | – | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,841 | $207.0K | <0.1% | – | – | – |
| iShares Tr464288752 | US HOME CONS ETF | 3,073 | $208.0K | <0.1% | – | – | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 14,150 | $209.0K | <0.1% | – | – | History |
| iShares U.S. Regional Banks ETF464288778 | ETF | 3,724 | $211.0K | <0.1% | – | – | – |
| Nuveen Tax-Advantaged Divid67073G105 | COM | 13,978 | $211.0K | <0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 2,752 | $212.0K | <0.1% | – | – | History |
| FBINFortune Brands Innovations, Inc. | COM | 2,240 | $214.0K | <0.1% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,465 | $215.0K | <0.1% | – | – | – |
| Invesco Actively Managed ETF46090A507 | MDRTLY CNSRTIV | 15,051 | $223.0K | <0.1% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,367 | $229.0K | <0.1% | – | – | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 8,651 | $229.0K | <0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 1,638 | $231.0K | <0.1% | – | – | History |
| TGTTarget Corp | Stock | 1,191 | $235.0K | <0.1% | – | – | History |
| RNGRingCentral, Inc. | CL A | 807 | $240.0K | <0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 3,272 | $246.0K | <0.1% | – | – | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 4,904 | $257.0K | <0.1% | – | – | – |
| Vanguard World FD921910709 | EXTENDED DUR | 2,064 | $259.0K | <0.1% | – | – | – |
| iShares Tr464287762 | US HLTHCARE ETF | 1,031 | $260.0K | <0.1% | – | – | – |
| KOCoca Cola Co | Stock | 5,057 | $266.0K | <0.1% | – | – | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 5,711 | $266.0K | <0.1% | – | – | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 1,904 | $274.0K | <0.1% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,137 | $277.0K | <0.1% | – | – | – |
| Fidelity Covington Trust316092790 | QLTY FCTOR ETF | 6,175 | $280.0K | <0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,311 | $289.0K | 0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 2,185 | $296.0K | 0.1% | – | – | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 3,049 | $300.0K | 0.1% | – | – | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 6,076 | $311.0K | 0.1% | – | – | – |
| MARMarriott International Inc | Stock | 2,120 | $313.0K | 0.1% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 1,870 | $321.0K | 0.1% | – | – | History |
| U.S. Global Jets ETF26922A842 | ETF | 12,131 | $326.0K | 0.1% | – | – | – |
| BABoeing Co | Stock | 1,314 | $334.0K | 0.1% | – | – | History |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,561 | $340.0K | 0.1% | – | – | – |
| ETF Ser Solutions26922A172 | NATIONWIDE RSK | 12,790 | $343.0K | 0.1% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,949 | $344.0K | 0.1% | – | – | – |
| NOWServiceNow, Inc. | Stock | 693 | $346.0K | 0.1% | – | – | History |
| ACNAccenture plc | Stock | 1,323 | $365.0K | 0.1% | – | – | History |
| MMM3M Co | Stock | 1,961 | $377.0K | 0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,711 | $378.0K | 0.1% | – | – | – |
| ALLAllstate Corp | Stock | 3,323 | $381.0K | 0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 7,745 | $400.0K | 0.1% | – | – | History |
| PFEPfizer Inc | Stock | 11,196 | $405.0K | 0.1% | – | – | History |
| Fidelity Covington Trust316092816 | MOMENTUM FACTR | 9,189 | $412.0K | 0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,891 | $423.0K | 0.1% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 3,028 | $427.0K | 0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,869 | $447.0K | 0.1% | – | – | – |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 12,750 | $462.0K | 0.1% | – | – | History |
| BENFranklin Templeton Inc | COM | 15,812 | $468.0K | 0.1% | – | – | History |
| LOWLowes Companies Inc | Stock | 2,523 | $479.0K | 0.1% | – | – | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 5,693 | $487.0K | 0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 5,310 | $512.0K | 0.1% | – | – | History |
| PGRProgressive Corp | Stock | 5,404 | $516.0K | 0.1% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 3,545 | $531.0K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 2,621 | $554.0K | 0.1% | – | – | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,737 | $554.0K | 0.1% | – | – | History |
| Fidelity Covington Trust316092824 | LOW VOLITY ETF | 12,700 | $557.0K | 0.1% | – | – | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 17,666 | $564.0K | 0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,836 | $581.0K | 0.1% | – | – | – |
| SBUXStarbucks Corp | Stock | 5,463 | $597.0K | 0.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,421 | $618.0K | 0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 11,716 | $654.0K | 0.1% | – | – | History |
| GISGeneral Mills Inc | Stock | 10,691 | $655.0K | 0.1% | – | – | History |
| CLXClorox Co | Stock | 3,447 | $664.0K | 0.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,791 | $666.0K | 0.1% | – | – | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 13,301 | $682.0K | 0.1% | – | – | – |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 22,240 | $707.0K | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 344 | $709.0K | 0.1% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $771.0K | 0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,238 | $815.0K | 0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 14,136 | $822.0K | 0.1% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 2,075 | $825.0K | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 4,524 | $834.0K | 0.1% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,516 | $860.0K | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 5,724 | $871.0K | 0.2% | – | – | History |
| iShares Tr464289875 | CORE 40 MODE ETF | 20,126 | $876.0K | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,230 | $884.0K | 0.2% | – | – | History |
| ETNEaton Corp plc | Stock | 6,408 | $886.0K | 0.2% | – | – | History |
| TAT&T Inc. | Stock | 30,230 | $915.0K | 0.2% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 17,707 | $944.0K | 0.2% | – | – | – |
| LMTLockheed Martin Corp | Stock | 2,561 | $946.0K | 0.2% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 5,938 | $955.0K | 0.2% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 4,434 | $982.0K | 0.2% | – | – | History |
| BALLBALL Corp | COM | 11,770 | $997.0K | 0.2% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 6,574 | $1.12M | 0.2% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 12,719 | $1.17M | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 20,541 | $1.19M | 0.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 9,731 | $1.22M | 0.2% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 13,414 | $1.23M | 0.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,827 | $1.23M | 0.2% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 42,626 | $1.26M | 0.2% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 25,732 | $1.31M | 0.2% | – | – | – |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 25,971 | $1.33M | 0.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 18,991 | $1.44M | 0.3% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 11,311 | $1.51M | 0.3% | – | – | History |
| ALGNAlign Technology Inc | COM | 2,833 | $1.53M | 0.3% | – | – | History |
| JNJJohnson & Johnson | Stock | 9,654 | $1.59M | 0.3% | – | – | History |
| GOOGAlphabet Inc. | Stock | 769 | $1.59M | 0.3% | – | – | History |