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 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78464A763 | ST STR SP DIV | 285 | $40.5K | <0.1% | +285 | New | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 925 | $43.5K | <0.1% | +925 | New | History |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 762 | $43.9K | <0.1% | +762 | New | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 335 | $44.3K | <0.1% | +335 | New | – |
| TXNTexas Instruments Inc | Stock | 217 | $44.9K | <0.1% | +217 | New | History |
| iShares Tr464288687 | PFD AND INCM SEC | 1,368 | $45.5K | <0.1% | +1,368 | New | – |
| STLAStellantis N.V. | SHS | 3,311 | $46.5K | <0.1% | +3,311 | New | History |
| DEDeere & Co | Stock | 113 | $47.2K | <0.1% | +113 | New | History |
| AZOAutoZone Inc | COM | 15 | $47.3K | <0.1% | +15 | New | History |
| PRUPrudential Financial Inc | Stock | 392 | $47.5K | <0.1% | +392 | New | History |
| INTCIntel Corp | Stock | 2,031 | $47.6K | <0.1% | +2,031 | New | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 350 | $48.8K | <0.1% | +350 | New | History |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 39 | $49.6K | <0.1% | +39 | New | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 616 | $49.7K | <0.1% | +616 | New | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 956 | $50.4K | <0.1% | +956 | New | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 829 | $52.2K | <0.1% | +829 | New | – |
| MDLZMondelez International, Inc. | Stock | 720 | $53.0K | <0.1% | +720 | New | History |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 1,137 | $53.0K | <0.1% | +1,137 | New | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 1,136 | $53.3K | <0.1% | +1,136 | New | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 1,157 | $54.1K | <0.1% | +1,157 | New | – |
| PMPhilip Morris International Inc. | Stock | 446 | $54.2K | <0.1% | +446 | New | History |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 995 | $54.2K | <0.1% | +995 | New | – |
| DHRDanaher Corp | Stock | 199 | $55.4K | <0.1% | +199 | New | History |
| First Tr Exchange Traded FD33738R688 | S&P INTL DIVID | 3,281 | $57.6K | <0.1% | +3,281 | New | – |
| SYYSysco Corp | Stock | 740 | $57.8K | <0.1% | +740 | New | History |
| CSXCSX Corp | Stock | 1,694 | $58.5K | <0.1% | +1,694 | New | History |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 748 | $60.0K | <0.1% | +748 | New | – |
| FISFidelity National Information Services, Inc. | Stock | 718 | $60.1K | <0.1% | −2,265−75.9% | Reduced | History |
| SLViShares Silver Trust | ETF | 2,189 | $62.2K | <0.1% | +2,189 | New | History |
| KRKroger Co | Stock | 1,107 | $63.4K | <0.1% | +1,107 | New | History |
| ORealty Income Corp | REIT | 1,019 | $64.6K | <0.1% | +1,019 | New | History |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 2,514 | $65.4K | <0.1% | +2,514 | New | History |
| TRPTC Energy Corp | COM | 1,382 | $65.7K | <0.1% | +1,382 | New | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 1,659 | $68.3K | <0.1% | +1,659 | New | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 446 | $70.2K | <0.1% | +446 | New | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 3,907 | $70.5K | <0.1% | +3,907 | New | – |
| EDConsolidated Edison Inc | Stock | 684 | $71.2K | <0.1% | +684 | New | History |
| CLXClorox Co | Stock | 450 | $73.3K | <0.1% | +450 | New | History |
| XYZBlock, Inc. | CL A | 1,109 | $74.4K | <0.1% | +1,109 | New | History |
| PETQPetIQ, Inc. | COM CL A | 2,472 | $76.1K | <0.1% | +2,472 | New | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 426 | $76.4K | <0.1% | +426 | New | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 272 | $77.0K | <0.1% | +272 | New | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 1,083 | $77.5K | <0.1% | +1,083 | New | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 1,661 | $78.4K | <0.1% | +1,661 | New | – |
| FTNTFortinet, Inc. | Stock | 1,020 | $79.1K | <0.1% | +1,020 | New | History |
| FBINFortune Brands Innovations, Inc. | COM | 900 | $80.6K | <0.1% | +900 | New | History |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 241 | $82.1K | <0.1% | +241 | New | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 882 | $82.5K | <0.1% | +882 | New | – |
| ADPAutomatic Data Processing Inc | Stock | 305 | $84.4K | <0.1% | +305 | New | History |
| iShares Tr46434V787 | YLD OPTIM BD | 3,693 | $84.7K | <0.1% | +3,693 | New | – |
| PAYXPaychex Inc | Stock | 634 | $85.1K | <0.1% | +634 | New | History |
| BABoeing Co | Stock | 568 | $86.3K | <0.1% | +568 | New | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 206 | $87.2K | <0.1% | +206 | New | History |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 1,707 | $87.9K | <0.1% | +1,707 | New | – |
| HUMHumana Inc | Stock | 285 | $90.2K | <0.1% | +285 | New | History |
| PFEPfizer Inc | Stock | 3,118 | $90.2K | <0.1% | +3,118 | New | History |
| SOSouthern Co | Stock | 1,006 | $90.7K | <0.1% | +1,006 | New | History |
| WMWaste Management Inc | Stock | 450 | $93.4K | <0.1% | +450 | New | History |
| BACBank of America Corp | Stock | 2,462 | $97.7K | <0.1% | +2,462 | New | History |
| UNPUnion Pacific Corp | Stock | 403 | $99.3K | <0.1% | +403 | New | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,196 | $99.5K | <0.1% | +1,196 | New | – |
| MCOMoodys Corp | Stock | 210 | $99.9K | <0.1% | +210 | New | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 854 | $100.2K | <0.1% | +854 | New | – |
| NEENextera Energy Inc | Stock | 1,187 | $100.3K | <0.1% | +1,187 | New | History |
| IBMInternational Business Machines Corp | Stock | 466 | $103.0K | <0.1% | +466 | New | History |
| DSUBlackRock Debt Strategies Fund, Inc. | COM NEW | 9,342 | $103.0K | <0.1% | +9,342 | New | History |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 2,321 | $103.8K | <0.1% | +2,321 | New | – |
| WSTWest Pharmaceutical Services Inc | COM | 348 | $104.5K | <0.1% | +348 | New | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,670 | $104.7K | <0.1% | +1,670 | New | – |
| HPHelmerich & Payne, Inc. | COM | 3,479 | $105.8K | <0.1% | +3,479 | New | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 283 | $108.7K | <0.1% | +283 | New | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 1,324 | $110.2K | <0.1% | +1,324 | New | – |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 2,731 | $110.4K | <0.1% | +2,731 | New | – |
| First Tr Exchange Traded FD33738R738 | FIRST TRUST S&P | 3,215 | $110.5K | <0.1% | +3,215 | New | – |
| iShares Russell Midcap ETF464287499 | ETF | 1,260 | $111.0K | <0.1% | +1,260 | New | – |
| iShares Russell 2000 ETF464287655 | ETF | 514 | $113.5K | <0.1% | +514 | New | – |
| KKRKKR & Co. Inc. | COM | 872 | $113.9K | <0.1% | +872 | New | History |
| MOAltria Group, Inc. | Stock | 2,281 | $116.4K | <0.1% | +2,281 | New | History |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 3,355 | $118.8K | <0.1% | +3,355 | New | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 6,652 | $122.9K | <0.1% | +6,652 | New | History |
| STLDSteel Dynamics Inc | COM | 1,002 | $126.4K | <0.1% | +1,002 | New | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,094 | $127.9K | <0.1% | +1,094 | New | – |
| iShares Tr464287622 | RUS 1000 ETF | 413 | $129.8K | <0.1% | +413 | New | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 1,730 | $138.9K | <0.1% | +1,730 | New | – |
| iShares Tr46429B671 | MSCI CHINA ETF | 2,848 | $145.0K | <0.1% | −52,228−94.8% | Reduced | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 782 | $149.7K | <0.1% | +782 | New | – |
| TGTTarget Corp | Stock | 980 | $152.8K | <0.1% | +980 | New | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,325 | $157.0K | <0.1% | +2,325 | New | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 1,741 | $157.8K | <0.1% | +1,741 | New | – |
| First Tr Exchange-Traded FD336917109 | SHS | 3,835 | $160.9K | <0.1% | +3,835 | New | – |
| PGRProgressive Corp | Stock | 643 | $163.3K | <0.1% | +643 | New | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 304 | $172.9K | <0.1% | +304 | New | History |
| GISGeneral Mills Inc | Stock | 2,372 | $175.2K | <0.1% | +2,372 | New | History |
| DISWalt Disney Co | Stock | 1,825 | $175.6K | <0.1% | +1,825 | New | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 3,323 | $175.7K | <0.1% | +3,323 | New | – |
| CATCaterpillar Inc | Stock | 450 | $176.1K | <0.1% | +450 | New | History |
| AWKAmerican Water Works Company, Inc. | Stock | 1,216 | $177.8K | <0.1% | +1,216 | New | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,901 | $182.0K | <0.1% | +1,901 | New | – |
| CSCOCisco Systems, Inc. | Stock | 3,424 | $182.2K | <0.1% | +3,424 | New | History |
| WUWestern Union CO | Stock | 15,520 | $185.2K | 0.1% | +15,520 | New | History |