Darwin Advisors, LLC
- SEC CIK
- 0001663224
- Latest filing
- Jul 21, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 8, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 648
- +570 vs. Q2 2024
- Portfolio value
- $364.5M
- +$163.1M (+81.0%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VanEck ETF Trust92189H680 | ETP | 174 | $5.47K | <0.1% | +174 | New | – |
| ADSKAutodesk, Inc. | COM | 20 | $5.51K | <0.1% | +20 | New | History |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 57 | $5.57K | <0.1% | +57 | New | – |
| WSMWilliams Sonoma Inc | COM | 36 | $5.58K | <0.1% | +36 | New | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 53 | $5.71K | <0.1% | +53 | New | – |
| UTHRUnited Therapeutics Corp | COM | 16 | $5.73K | <0.1% | +16 | New | History |
| KHCKraft Heinz Co | Stock | 164 | $5.75K | <0.1% | +164 | New | History |
| VanEck ETF Trust92189H672 | ETP | 172 | $5.76K | <0.1% | +172 | New | – |
| CMGChipotle Mexican Grill Inc | COM | 100 | $5.76K | <0.1% | +100 | New | History |
| Ea Series Trust02072L722 | STRI US ENER ETF | 208 | $5.84K | <0.1% | +208 | New | – |
| QTWOQ2 Holdings, Inc. | COM | 75 | $5.98K | <0.1% | +75 | New | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 127 | $6.00K | <0.1% | +127 | New | – |
| IOTSamsara Inc. | Stock | 125 | $6.01K | <0.1% | +125 | New | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 105 | $6.03K | <0.1% | +105 | New | – |
| WFCWells Fargo & Company | Stock | 108 | $6.07K | <0.1% | +108 | New | History |
| WECWec Energy Group, Inc. | Stock | 64 | $6.16K | <0.1% | +64 | New | History |
| iShares Flexible Income Active ETF092528603 | ETF | 115 | $6.16K | <0.1% | +115 | New | – |
| iShares Tr464288877 | EAFE VALUE ETF | 107 | $6.16K | <0.1% | +107 | New | – |
| PLNTPlanet Fitness, Inc. | CL A | 76 | $6.17K | <0.1% | +76 | New | History |
| XYLXylem Inc. | COM | 46 | $6.21K | <0.1% | +46 | New | History |
| DSMBNY Mellon Strategic Municipal Bond Fund, Inc. | COM | 1,000 | $6.23K | <0.1% | +1,000 | New | History |
| HESHess Corp | Stock | 46 | $6.28K | <0.1% | +46 | New | History |
| AGXArgan Inc | Stock | 62 | $6.28K | <0.1% | +62 | New | History |
| CLColgate Palmolive Co | Stock | 61 | $6.30K | <0.1% | +61 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 61 | $6.46K | <0.1% | +61 | New | History |
| LHLabcorp Holdings Inc. | Stock | 29 | $6.48K | <0.1% | +29 | New | History |
| GLWCorning Inc | COM | 145 | $6.55K | <0.1% | +145 | New | History |
| WFRDWeatherford International plc | ORD SHS | 80 | $6.79K | <0.1% | +80 | New | History |
| RGLDRoyal Gold Inc | Stock | 50 | $7.01K | <0.1% | +50 | New | History |
| VLTOVeralto Corp | Stock | 63 | $7.05K | <0.1% | +63 | New | History |
| Amplify Digital Payments ETF032108656 | ETF | 135 | $7.06K | <0.1% | +135 | New | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 72 | $7.06K | <0.1% | +72 | New | – |
| CHDNChurchill Downs Inc | COM | 54 | $7.30K | <0.1% | +54 | New | History |
| EQTEQT Corp | Stock | 200 | $7.33K | <0.1% | +200 | New | History |
| TGTXTG Therapeutics, Inc. | COM | 325 | $7.60K | <0.1% | +325 | New | History |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 154 | $7.62K | <0.1% | +154 | New | – |
| CCitigroup Inc | Stock | 123 | $7.72K | <0.1% | +123 | New | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 214 | $7.79K | <0.1% | +214 | New | – |
| RELXRELX PLC | SPONSORED ADR | 165 | $7.83K | <0.1% | +165 | New | History |
| DDOGDatadog, Inc. | CL A COM | 70 | $8.05K | <0.1% | +70 | New | History |
| OXYOccidental Petroleum Corp | Stock | 160 | $8.25K | <0.1% | +160 | New | History |
| iShares Inc464286509 | MSCI CDA ETF | 200 | $8.30K | <0.1% | +200 | New | – |
| NHINational Health Investors Inc | COM | 104 | $8.77K | <0.1% | +104 | New | History |
| iShares Tr464288588 | MBS ETF | 92 | $8.81K | <0.1% | +92 | New | – |
| FASTFastenal Co | Stock | 124 | $8.86K | <0.1% | +124 | New | History |
| QRVOQorvo, Inc. | Stock | 87 | $8.99K | <0.1% | +87 | New | History |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 196 | $9.00K | <0.1% | +196 | New | – |
| Global X FDS37954Y780 | INTERNET OF THNG | 261 | $9.05K | <0.1% | +261 | New | – |
| MFCManulife Financial Corp | COM | 309 | $9.12K | <0.1% | +309 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 33 | $9.32K | <0.1% | +33 | New | History |
| GOLDGold.com, Inc. | COM | 212 | $9.34K | <0.1% | +212 | New | History |
| NTNXNutanix, Inc. | Stock | 160 | $9.48K | <0.1% | +160 | New | History |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 109 | $9.53K | <0.1% | +109 | New | – |
| DECKDeckers Outdoor Corp | COM | 60 | $9.57K | <0.1% | +60 | New | History |
| ICEIntercontinental Exchange, Inc. | Stock | 60 | $9.64K | <0.1% | +60 | New | History |
| OPRAOpera Ltd | SPONSORED ADS | 625 | $9.66K | <0.1% | +625 | New | History |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 159 | $9.69K | <0.1% | +159 | New | – |
| AMTAmerican Tower Corp | REIT | 42 | $9.77K | <0.1% | +42 | New | History |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 90 | $9.86K | <0.1% | +90 | New | – |
| PCARPaccar Inc | COM | 100 | $9.87K | <0.1% | +100 | New | History |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 569 | $10.0K | <0.1% | +569 | New | – |
| CSWCCapital Southwest Corp | COM | 400 | $10.1K | <0.1% | +400 | New | History |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 329 | $10.2K | <0.1% | +329 | New | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 1,139 | $10.2K | <0.1% | +1,139 | New | History |
| AGNCAGNC Investment Corp. | REIT | 993 | $10.4K | <0.1% | +993 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 60 | $10.4K | <0.1% | +60 | New | History |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 1,657 | $10.5K | <0.1% | +1,657 | New | History |
| First Trust Cloud Computing ETF33734X192 | ETF | 103 | $10.5K | <0.1% | +103 | New | – |
| MPLXMPLX LP | COM UNIT REP LTD | 240 | $10.7K | <0.1% | +240 | New | History |
| XHRXenia Hotels & Resorts, Inc. | COM | 727 | $10.7K | <0.1% | +727 | New | History |
| EVREvercore Inc. | CLASS A | 43 | $10.8K | <0.1% | +43 | New | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 51 | $11.0K | <0.1% | +51 | New | – |
| FDSFactset Research Systems Inc | Stock | 24 | $11.1K | <0.1% | +24 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 300 | $11.2K | <0.1% | −8,000−96.4% | Reduced | History |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 232 | $11.2K | <0.1% | +232 | New | – |
| NKENIKE, Inc. | Stock | 127 | $11.2K | <0.1% | +127 | New | History |
| ARTNAArtesian Resources Corp | CL A | 309 | $11.5K | <0.1% | +309 | New | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 118 | $11.6K | <0.1% | +118 | New | – |
| FIXComfort Systems USA Inc | COM | 30 | $11.7K | <0.1% | +30 | New | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 49 | $11.7K | <0.1% | +49 | New | History |
| SPOKSpok Holdings, Inc | COM | 778 | $11.7K | <0.1% | +778 | New | History |
| LENLennar Corp | CL A | 63 | $11.7K | <0.1% | +63 | New | History |
| CWTCalifornia Water Service Group | COM | 217 | $11.8K | <0.1% | +217 | New | History |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 750 | $11.8K | <0.1% | +750 | New | History |
| iShares Inc464286251 | JP MRG EM CRP BD | 257 | $11.8K | <0.1% | +257 | New | – |
| CIENCiena Corp | COM NEW | 194 | $11.9K | <0.1% | +194 | New | History |
| DPZDominos Pizza Inc | COM | 28 | $12.1K | <0.1% | +28 | New | History |
| RCMR1 RCM Inc. | COM | 869 | $12.3K | <0.1% | +869 | New | History |
| HWMHowmet Aerospace Inc. | Stock | 125 | $12.5K | <0.1% | +125 | New | History |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 206 | $12.6K | <0.1% | +206 | New | – |
| DALDelta Air Lines, Inc. | COM NEW | 250 | $12.7K | <0.1% | +250 | New | History |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 710 | $12.8K | <0.1% | +710 | New | – |
| PSNParsons Corp | COM | 125 | $13.0K | <0.1% | +125 | New | History |
| NINisource Inc. | COM | 375 | $13.0K | <0.1% | +375 | New | History |
| COKECoca-Cola Consolidated, Inc. | COM | 10 | $13.2K | <0.1% | +10 | New | History |
| ABTAbbott Laboratories | Stock | 116 | $13.2K | <0.1% | +116 | New | History |
| Vanguard Total World Stock ETF922042742 | ETF | 117 | $14.0K | <0.1% | +117 | New | – |
| RBB FD Inc74933W627 | MOTLEY FOOL MID | 498 | $14.5K | <0.1% | +498 | New | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 842 | $14.6K | <0.1% | +842 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 188 | $14.7K | <0.1% | +188 | New | History |