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.
- Positions
- 638
- 0 vs. Q4 2024
- Portfolio value
- $297.5M
- $0 (0.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SLBSLB Limited | Stock | 40 | $1.53K | <0.1% | 00.0% | Unchanged | History |
| ALARAlarum Technologies Ltd. | ADR | 145 | $1.54K | <0.1% | 00.0% | Unchanged | History |
| RNGRingCentral, Inc. | CL A | 44 | $1.54K | <0.1% | 00.0% | Unchanged | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 16 | $1.56K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 28 | $1.56K | <0.1% | 00.0% | Unchanged | – |
| DJTTrump Media & Technology Group Corp. | Stock | 46 | $1.57K | <0.1% | 00.0% | Unchanged | History |
| IFNAberdeen India Fund, Inc. | COM | 100 | $1.57K | <0.1% | 00.0% | Unchanged | History |
| OPENOpendoor Technologies Inc. | COM | 1,000 | $1.60K | <0.1% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 200 | $1.63K | <0.1% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 80 | $1.69K | <0.1% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 1 | $1.70K | <0.1% | 00.0% | Unchanged | History |
| BCEBce Inc | COM NEW | 74 | $1.72K | <0.1% | 00.0% | Unchanged | History |
| CNQCanadian Natural Resources Ltd | COM | 56 | $1.73K | <0.1% | 00.0% | Unchanged | History |
| VTRSViatris Inc | Stock | 141 | $1.75K | <0.1% | 00.0% | Unchanged | History |
| ULUnilever PLC | SPON ADR NEW | 31 | $1.76K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9 | $1.78K | <0.1% | 00.0% | Unchanged | – |
| SOLVSolventum Corp | Stock | 28 | $1.87K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 29 | $1.87K | <0.1% | 00.0% | Unchanged | – |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 67 | $1.91K | <0.1% | 00.0% | Unchanged | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 38 | $1.91K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 18 | $1.92K | <0.1% | 00.0% | Unchanged | – |
| DXCMDexcom Inc | COM | 25 | $1.94K | <0.1% | 00.0% | Unchanged | History |
| SWKStanley Black & Decker, Inc. | COM | 25 | $2.01K | <0.1% | 00.0% | Unchanged | History |
| EVNEaton Vance Municipal Income Trust | SH BEN INT | 200 | $2.02K | <0.1% | 00.0% | Unchanged | History |
| iShares Tips Bond ETF464287176 | ETF | 19 | $2.02K | <0.1% | 00.0% | Unchanged | – |
| WYNNWynn Resorts Ltd | COM | 24 | $2.07K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 35 | $2.14K | <0.1% | 00.0% | Unchanged | – |
| INGING Groep NV | SPONSORED ADR | 137 | $2.15K | <0.1% | 00.0% | Unchanged | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 30 | $2.23K | <0.1% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 8 | $2.25K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 46 | $2.26K | <0.1% | 00.0% | Unchanged | – |
| AVNWAviat Networks, Inc. | COM NEW | 125 | $2.26K | <0.1% | 00.0% | Unchanged | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 35 | $2.30K | <0.1% | 00.0% | Unchanged | History |
| TDCTeradata Corp | Stock | 74 | $2.31K | <0.1% | 00.0% | Unchanged | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 23 | $2.31K | <0.1% | 00.0% | Unchanged | – |
| AALAmerican Airlines Group Inc. | Stock | 134 | $2.33K | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q233 | BETA DEVE EX ETF | 48 | $2.34K | <0.1% | 00.0% | Unchanged | – |
| JWNNordstrom Inc | Stock | 99 | $2.39K | <0.1% | 00.0% | Unchanged | History |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 100 | $2.40K | <0.1% | 00.0% | Unchanged | – |
| BIIBBiogen Inc. | COM | 16 | $2.45K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 60 | $2.48K | <0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46641Q191 | BETA EURO ET NE | 45 | $2.49K | <0.1% | 00.0% | Unchanged | – |
| PDTJohn Hancock Premium Dividend Fund | COM SH BEN INT | 200 | $2.55K | <0.1% | 00.0% | Unchanged | History |
| TTETotalEnergies SE | SPONSORED ADS | 47 | $2.56K | <0.1% | 00.0% | Unchanged | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 100 | $2.57K | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 38 | $2.68K | <0.1% | 00.0% | Unchanged | – |
| AEPAmerican Electric Power Co Inc | Stock | 29 | $2.71K | <0.1% | 00.0% | Unchanged | History |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 100 | $2.72K | <0.1% | 00.0% | Unchanged | – |
| BBYBest Buy Co Inc | Stock | 32 | $2.75K | <0.1% | 00.0% | Unchanged | History |
| SHELShell plc | ADR | 45 | $2.82K | <0.1% | 00.0% | Unchanged | History |
| FISFidelity National Information Services, Inc. | Stock | 35 | $2.83K | <0.1% | 00.0% | Unchanged | History |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 57 | $2.88K | <0.1% | 00.0% | Unchanged | – |
| ACHRArcher Aviation Inc. | Stock | 300 | $2.92K | <0.1% | 00.0% | Unchanged | History |
| SPGSimon Property Group Inc. | REIT | 17 | $2.93K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 41 | $2.93K | <0.1% | 00.0% | Unchanged | – |
| SYMSymbotic Inc. | Stock | 125 | $2.96K | <0.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 42 | $3.11K | <0.1% | 00.0% | Unchanged | History |
| VICIVici Properties Inc. | COM | 107 | $3.13K | <0.1% | 00.0% | Unchanged | History |
| EXRExtra Space Storage Inc. | COM | 21 | $3.14K | <0.1% | 00.0% | Unchanged | History |
| FLNCFluence Energy, Inc. | COM CL A | 200 | $3.18K | <0.1% | 00.0% | Unchanged | History |
| VFCV F Corp | Stock | 149 | $3.20K | <0.1% | 00.0% | Unchanged | History |
| HLTHilton Worldwide Holdings Inc. | COM | 13 | $3.21K | <0.1% | 00.0% | Unchanged | History |
| KRKroger Co | Stock | 54 | $3.31K | <0.1% | 00.0% | Unchanged | History |
| BHPBHP Group Ltd | ADR | 68 | $3.32K | <0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 34 | $3.37K | <0.1% | 00.0% | Unchanged | History |
| PDIPIMCO Dynamic Income Fund | SHS | 184 | $3.37K | <0.1% | 00.0% | Unchanged | History |
| WRAPWrap Technologies, Inc. | COM | 1,616 | $3.42K | <0.1% | 00.0% | Unchanged | History |
| RABrookfield Real Assets Income Fund Inc. | SHS BEN INT | 260 | $3.46K | <0.1% | 00.0% | Unchanged | History |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 49 | $3.46K | <0.1% | 00.0% | Unchanged | – |
| ASMLASML Holding NV | ADR | 5 | $3.46K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 35 | $3.52K | <0.1% | 00.0% | Unchanged | – |
| NADNuveen Quality Municipal Income Fund | COM | 308 | $3.59K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 42 | $3.67K | <0.1% | 00.0% | Unchanged | – |
| ELVElevance Health, Inc. | Stock | 10 | $3.69K | <0.1% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 20 | $3.75K | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 70 | $3.84K | <0.1% | 00.0% | Unchanged | – |
| Direxion Shares ETF Trust25460E869 | DAILY 500 1X ETF | 350 | $3.85K | <0.1% | 00.0% | Unchanged | – |
| CCICrown Castle Inc. | REIT | 44 | $3.99K | <0.1% | 00.0% | Unchanged | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 45 | $4.03K | <0.1% | 00.0% | Unchanged | – |
| TFCTruist Financial Corp | COM | 94 | $4.08K | <0.1% | 00.0% | Unchanged | History |
| DRIDarden Restaurants Inc | COM | 22 | $4.11K | <0.1% | 00.0% | Unchanged | History |
| ARCCAres Capital Corp | CEF | 188 | $4.12K | <0.1% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 7 | $4.13K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 45 | $4.20K | <0.1% | 00.0% | Unchanged | – |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 79 | $4.28K | <0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 82 | $4.28K | <0.1% | 00.0% | Unchanged | – |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 551 | $4.33K | <0.1% | 00.0% | Unchanged | History |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 83 | $4.36K | <0.1% | 00.0% | Unchanged | – |
| SNASnap-on Inc | COM | 13 | $4.41K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 129 | $4.41K | <0.1% | 00.0% | Unchanged | – |
| IRIngersoll Rand Inc. | COM | 53 | $4.79K | <0.1% | 00.0% | Unchanged | History |
| KDKyndryl Holdings, Inc. | Stock | 141 | $4.88K | <0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 28 | $4.99K | <0.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 58 | $4.99K | <0.1% | 00.0% | Unchanged | History |
| KHCKraft Heinz Co | Stock | 163 | $5.03K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 99 | $5.04K | <0.1% | 00.0% | Unchanged | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 27 | $5.04K | <0.1% | 00.0% | Unchanged | History |
| ANSSAnsys Inc | COM | 15 | $5.06K | <0.1% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 9 | $5.15K | <0.1% | 00.0% | Unchanged | History |
| Fidelity Covington Trust316092790 | QLTY FCTOR ETF | 81 | $5.30K | <0.1% | 00.0% | Unchanged | – |