Skip to main content

Darwin Advisors, LLC

SEC CIK
0001663224
Latest filing
Jul 21, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Aug 18, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
638
0 vs. Q4 2024
Portfolio value
$297.5M
$0 (0.0%) vs. Q4 2024
Filed
Aug 18, 2025
SEC
Holdings of Darwin Advisors, LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ADTXAditxt, Inc.COM NEW1$00.0%00.0%UnchangedHistory
OPKOpko Health, Inc.COM5$7<0.1%00.0%UnchangedHistory
XBIOXenetic Biosciences, Inc.COM2$7<0.1%00.0%UnchangedHistory
VATEINNOVATE Corp.COM NEW2$9<0.1%00.0%UnchangedHistory
Global X FDS37950E291GLOBX SUPDV US1$18<0.1%00.0%Unchanged–
CVMCel Sci CorpCOM PAR NEW45$18<0.1%00.0%UnchangedHistory
NRGVEnergy Vault Holdings, Inc.COM10$22<0.1%00.0%UnchangedHistory
HPHelmerich & Payne, Inc.COM0$26<0.1%0UnchangedHistory
REEAFREE Automotive Ltd.SHS CL A NEW3$26<0.1%00.0%UnchangedHistory
XOSXos, Inc.COM10$32<0.1%00.0%UnchangedHistory
UUUUEnergy Fuels IncCOM NEW10$51<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM20$75<0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1$82<0.1%00.0%Unchanged–
GLNGGolar LNG LtdSHS2$94<0.1%00.0%UnchangedHistory
iShares Tr46428951110+ YR INVST GRD2$98<0.1%00.0%Unchanged–
iShares Core MSCI Europe ETF46434V738ETF2$107<0.1%00.0%Unchanged–
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS5$110<0.1%00.0%UnchangedHistory
VSHVishay Intertechnology IncCOM7$118<0.1%00.0%UnchangedHistory
SNYSanofiSPONSORED ADR2$120<0.1%00.0%UnchangedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1$130<0.1%00.0%Unchanged–
SPDR Index Shs FDS78463X772ST S&P INTL ETF4$139<0.1%00.0%Unchanged–
ABEOAbeona Therapeutics Inc.COM NEW26$144<0.1%00.0%UnchangedHistory
OGNOrganon & Co.Stock9$147<0.1%00.0%UnchangedHistory
Schwab US Tips ETF808524870ETF6$154<0.1%00.0%Unchanged–
LUVSouthwest Airlines CoCOM5$168<0.1%00.0%UnchangedHistory
Vanguard Real Estate ETF922908553ETF2$178<0.1%00.0%Unchanged–
SNDLSNDL Inc.COM100$179<0.1%00.0%UnchangedHistory
ONLOrion Properties Inc.REIT50$185<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W604US SMALLCAP DIVD6$206<0.1%00.0%Unchanged–
ALGNAlign Technology IncCOM1$208<0.1%00.0%UnchangedHistory
VIAVViavi Solutions Inc.COM26$262<0.1%00.0%UnchangedHistory
AAPAdvance Auto Parts IncCOM6$283<0.1%00.0%UnchangedHistory
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF6$301<0.1%00.0%Unchanged–
First Tr Exchng Traded FD VI33740F409INCOME OPPRTNTES14$302<0.1%00.0%Unchanged–
EMBCEmbecta Corp.Stock15$312<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E644INTL BUYBACK8$317<0.1%00.0%Unchanged–
IIPRInnovative Industrial Properties IncCOM5$333<0.1%00.0%UnchangedHistory
LITELumentum Holdings Inc.COM4$335<0.1%00.0%UnchangedHistory
iShares Tr464287234MSCI EMG MKT ETF8$336<0.1%00.0%Unchanged–
iShares Tr46435G102CONV BD ETF4$339<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS6$349<0.1%00.0%Unchanged–
iShares Tr464288638ISHS 5-10YR INVT7$360<0.1%00.0%Unchanged–
iShares Tr464288588MBS ETF4$366<0.1%00.0%Unchanged–
SPDR Series Trust78464A664ST LON TREAS ETF14$366<0.1%00.0%Unchanged–
iShares Tr464288448INTL SEL DIV ETF14$383<0.1%00.0%Unchanged–
Global X FDS37954Y657US PFD ETF20$390<0.1%00.0%Unchanged–
AVNSAvanos Medical, Inc.Stock25$398<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF18$400<0.1%00.0%Unchanged–
VanEck ETF Trust92189F601URANI NUCLE ETF5$409<0.1%00.0%Unchanged–
NHTCNatural Health Trends CorpCOM91$423<0.1%00.0%UnchangedHistory
iShares Tr46435U853BROAD USD HIGH12$441<0.1%00.0%Unchanged–
CARSCars.com Inc.COM26$450<0.1%00.0%UnchangedHistory
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF6$467<0.1%00.0%Unchanged–
OKTAOkta, Inc.CL A6$472<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A672ST INTER ETF18$501<0.1%00.0%Unchanged–
VanEck Vectors ETF Tr92189F767INDIA GRWTH LDR10$509<0.1%00.0%Unchanged–
VanEck ETF Trust92189H789DIGITAL INDIA ET12$532<0.1%00.0%Unchanged–
FTREFortrea Holdings Inc.COMMON STOCK29$540<0.1%00.0%UnchangedHistory
TWLOTwilio IncCL A5$540<0.1%00.0%UnchangedHistory
iShares Russell 2000 Growth ETF464287648ETF2$578<0.1%00.0%Unchanged–
NIONIO Inc.ADR135$588<0.1%00.0%UnchangedHistory
AFRMAffirm Holdings, Inc.COM CL A10$609<0.1%00.0%UnchangedHistory
JDJD.com, Inc.SPON ADS CL A18$624<0.1%00.0%UnchangedHistory
PLGPlatinum Group Metals LtdCOM500$640<0.1%00.0%UnchangedHistory
PIMCO ETF Tr72201R7830-5 HIGH YIELD7$655<0.1%00.0%Unchanged–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF10$710<0.1%00.0%Unchanged–
ARK ETF Tr00214Q302GENOMIC REV ETF31$729<0.1%00.0%Unchanged–
iShares Select Dividend ETF464287168ETF6$787<0.1%00.0%Unchanged–
Vanguard Ftse Emerging Markets ETF922042858ETF18$792<0.1%00.0%Unchanged–
UALUnited Airlines Holdings, Inc.COM8$809<0.1%00.0%UnchangedHistory
CXMSprinklr, Inc.CL A100$845<0.1%00.0%UnchangedHistory
Global X FDS37954Y285TELMDC&DIG ETF87$855<0.1%00.0%Unchanged–
DOWDow Inc.Stock21$862<0.1%00.0%UnchangedHistory
AEHRAehr Test SystemsCOM57$947<0.1%00.0%UnchangedHistory
VanEck Vectors ETF Tr92189F841NAT RES ETF21$957<0.1%00.0%Unchanged–
PDMPiedmont Realty Trust, Inc.COM CL A105$961<0.1%00.0%UnchangedHistory
SNPSSynopsys IncCOM2$970<0.1%00.0%UnchangedHistory
WABWestinghouse Air Brake Technologies CorpStock5$982<0.1%00.0%UnchangedHistory
DGDollar General CorpCOM13$1.01K<0.1%00.0%UnchangedHistory
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU37$1.01K<0.1%00.0%Unchanged–
First Tr Exchange Traded FD33738R696DORSEYWRIGHT MOM27$1.02K<0.1%00.0%Unchanged–
VEEVVeeva Systems IncStock5$1.05K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189H664FABLE SEMIC ETF36$1.05K<0.1%00.0%Unchanged–
SHOPShopify Inc.Stock10$1.06K<0.1%00.0%UnchangedHistory
Global X FDS37954Y772LNTY THMTC ETF36$1.09K<0.1%00.0%Unchanged–
BPBP PLCADR37$1.09K<0.1%00.0%UnchangedHistory
HOGHarley-Davidson, Inc.COM37$1.11K<0.1%00.0%UnchangedHistory
BUDAnheuser-Busch InBev SA/NVADR23$1.15K<0.1%00.0%UnchangedHistory
iShares Tr464288257MSCI ACWI ETF10$1.18K<0.1%00.0%Unchanged–
Flexshares Tr33939L407MORNSTAR UPSTR33$1.20K<0.1%00.0%Unchanged–
CVNACarvana Co.CL A6$1.22K<0.1%00.0%UnchangedHistory
VanEck Vectors ETF Tr92189H839SOCIAL SENTIMENT50$1.24K<0.1%00.0%Unchanged–
iShares Tr464289867CORE 60 BALA ETF22$1.26K<0.1%00.0%Unchanged–
SPDR Series Trust78468R101ST SHO TREAS ETF44$1.29K<0.1%00.0%Unchanged–
CVSCVS Health CorpStock29$1.30K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF39$1.32K<0.1%00.0%Unchanged–
NTESNetEase, Inc.SPONSORED ADS15$1.34K<0.1%00.0%UnchangedHistory
ProShares Tr74347B375LONG ONLINE SHRT31$1.43K<0.1%00.0%Unchanged–
FFord Motor CoStock147$1.46K<0.1%00.0%UnchangedHistory
TGNATegna IncCOM81$1.48K<0.1%00.0%UnchangedHistory