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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.

Institution overview
Positions
165
No 13F data for Q4 2020
Portfolio value
$573.0M
No 13F data for Q4 2020
Filed
May 17, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Darwin Advisors, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
First Tr Bick Index FD33733H107COM SHS42,987$1.62M0.3%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF8,132$1.68M0.3%–––
iShares Russell 1000 Growth ETF464287614ETF6,933$1.69M0.3%–––
Vanguard Dividend Appreciation ETF921908844ETF12,528$1.84M0.3%–––
HONHoneywell International IncCOM8,775$1.90M0.3%––History
MUMicron Technology IncStock22,081$1.95M0.3%––History
SPDR Series Trust78468R804ST STR R1K LOWV16,619$2.08M0.4%–––
XYZBlock, Inc.CL A10,106$2.29M0.4%––History
BABAAlibaba Group Holding LtdADR10,558$2.39M0.4%––History
ProShares Tr74348A467S&P 500 DV ARIST28,638$2.47M0.4%–––
ADPAutomatic Data Processing IncStock13,652$2.57M0.4%––History
iShares Core S&P Small Cap ETF464287804ETF25,727$2.79M0.5%–––
COSTCostco Wholesale CorpStock8,213$2.90M0.5%––History
QCOMQualcomm IncStock21,985$2.92M0.5%––History
TMOThermo Fisher Scientific Inc.Stock6,617$3.02M0.5%––History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD38,247$3.15M0.6%–––
HDHome Depot, Inc.Stock10,504$3.21M0.6%––History
ANSSAnsys IncCOM9,604$3.26M0.6%––History
FDXFedEx CorpStock11,675$3.32M0.6%––History
iShares Tr4642874571 3 YR TREAS BD38,879$3.35M0.6%–––
SPGIS&P Global Inc.Stock9,615$3.39M0.6%––History
iShares Tr46434V316GLOBAL EQUITY93,499$3.41M0.6%–––
iShares Russell Mid-Cap Growth ETF464287481ETF33,528$3.42M0.6%–––
CHTRCharter Communications, Inc.CL A5,660$3.49M0.6%––History
iShares Tr464289883CORE 30 70 ETF92,773$3.58M0.6%–––
PGProcter & Gamble CoStock27,664$3.75M0.7%––History
LRCXLam Research CorpCOM6,407$3.81M0.7%––History
TSLATesla, Inc.Stock5,833$3.90M0.7%––History
iShares S&P 100 ETF464287101ETF22,969$4.13M0.7%–––
CMCSAComcast CorpStock77,985$4.22M0.7%––History
Vanguard Total Bond Market ETF921937835ETF50,506$4.28M0.7%–––
iShares Tr46428743220 YR TR BD ETF32,188$4.36M0.8%–––
Vanguard BD Index FDS921937793LONG TERM BOND45,233$4.44M0.8%–––
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF36,256$4.71M0.8%–––
SPDR Series Trust78468R622ST BLOO HIGH ETF43,940$4.78M0.8%–––
NVDANVIDIA CorpStock8,979$4.79M0.8%––History
MSCIMSCI Inc.Stock12,107$5.08M0.9%––History
ADBEAdobe Inc.Stock10,849$5.16M0.9%––History
ZTSZoetis Inc.Stock32,969$5.19M0.9%––History
ORLYO Reilly Automotive IncStock10,624$5.39M0.9%––History
iShares Tr46435G102CONV BD ETF56,226$5.52M1.0%–––
iShares Inc464286251JP MRG EM CRP BD111,269$5.78M1.0%–––
METAMeta Platforms, Inc.Stock20,460$6.03M1.1%––History
iShares Russell 2000 Growth ETF464287648ETF22,781$6.85M1.2%–––
First Tr Exchng Traded FD VI33740U109TCW SECURITIZED285,634$7.35M1.3%–––
MSFTMicrosoft CorpStock32,913$7.76M1.4%––History
DHRDanaher CorpStock36,462$8.21M1.4%––History
PYPLPayPal Holdings, Inc.Stock37,147$9.02M1.6%––History
iShares Tr464288646ISHS 1-5YR INVS167,953$9.18M1.6%–––
iShares Tr46434V787YLD OPTIM BD383,334$9.55M1.7%–––
Invesco Exchange Traded FD T46137V530NASDAQ INTERNT46,681$10.8M1.9%–––
NFLXNetflix IncStock20,970$10.9M1.9%––History
AMZNAmazon Com IncStock3,673$11.4M2.0%––History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT84,992$12.0M2.1%–––
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF194,585$13.8M2.4%–––
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT285,724$14.6M2.5%–––
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL359,854$17.5M3.1%–––
AAPLApple Inc.Stock146,221$17.9M3.1%––History
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF673,714$17.9M3.1%–––
State Street Technology Select Sector SPDR ETF81369Y803ETF152,263$20.2M3.5%–––
Two RDS Shared Tr90214Q766ANFIELD UNVL ETF2,169,846$21.1M3.7%–––
SGOLabrdn Gold ETF TrustETF1,380,786$22.6M4.0%––History
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD456,703$24.1M4.2%–––
Invesco QQQ Trust Series I46090E103ETF117,407$37.5M6.5%–––
Vanguard World FD921910816MEGA GRWTH IND244,622$50.7M8.8%–––