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 |
|---|---|---|---|---|---|---|---|
| XYLXylem Inc. | COM | 46 | $5.34K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189H680 | ETP | 174 | $5.34K | <0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 57 | $5.44K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 25 | $5.46K | <0.1% | 00.0% | Unchanged | – |
| IOTSamsara Inc. | Stock | 125 | $5.46K | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 60 | $5.51K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189H672 | ETP | 173 | $5.61K | <0.1% | 00.0% | Unchanged | – |
| KMIKinder Morgan, Inc. | Stock | 205 | $5.62K | <0.1% | 00.0% | Unchanged | History |
| UTHRUnited Therapeutics Corp | COM | 16 | $5.64K | <0.1% | 00.0% | Unchanged | History |
| Ea Series Trust02072L722 | STRI US ENER ETF | 208 | $5.67K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464289859 | CORE 80 20 ETF | 75 | $5.75K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 127 | $5.76K | <0.1% | 00.0% | Unchanged | – |
| GOLDGold.com, Inc. | COM | 211 | $5.80K | <0.1% | 00.0% | Unchanged | History |
| DSMBNY Mellon Strategic Municipal Bond Fund, Inc. | COM | 1,000 | $5.81K | <0.1% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 25 | $5.94K | <0.1% | 00.0% | Unchanged | History |
| WECWec Energy Group, Inc. | Stock | 64 | $6.02K | <0.1% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 100 | $6.03K | <0.1% | 00.0% | Unchanged | History |
| QRVOQorvo, Inc. | Stock | 87 | $6.08K | <0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 90 | $6.14K | <0.1% | 00.0% | Unchanged | History |
| EXPEExpedia Group, Inc. | Stock | 33 | $6.15K | <0.1% | 00.0% | Unchanged | History |
| HESHess Corp | Stock | 46 | $6.18K | <0.1% | 00.0% | Unchanged | History |
| VLTOVeralto Corp | Stock | 63 | $6.42K | <0.1% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 18 | $6.48K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 123 | $6.48K | <0.1% | 00.0% | Unchanged | – |
| SOBOSouth Bow Corp | COM | 276 | $6.50K | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 40 | $6.67K | <0.1% | 00.0% | Unchanged | History |
| WSMWilliams Sonoma Inc | COM | 36 | $6.67K | <0.1% | 00.0% | Unchanged | History |
| Amplify Digital Payments ETF032108656 | ETF | 117 | $6.79K | <0.1% | 00.0% | Unchanged | – |
| GLWCorning Inc | COM | 145 | $6.89K | <0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 21 | $7.02K | <0.1% | 00.0% | Unchanged | History |
| NINisource Inc. | COM | 192 | $7.08K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 214 | $7.14K | <0.1% | 00.0% | Unchanged | – |
| CHDNChurchill Downs Inc | COM | 54 | $7.21K | <0.1% | 00.0% | Unchanged | History |
| NHINational Health Investors Inc | COM | 105 | $7.31K | <0.1% | 00.0% | Unchanged | History |
| RELXRELX PLC | SPONSORED ADR | 165 | $7.49K | <0.1% | 00.0% | Unchanged | History |
| PLNTPlanet Fitness, Inc. | CL A | 76 | $7.51K | <0.1% | 00.0% | Unchanged | History |
| QTWOQ2 Holdings, Inc. | COM | 75 | $7.55K | <0.1% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 107 | $7.55K | <0.1% | 00.0% | Unchanged | History |
| POWLPowell Industries Inc | Stock | 35 | $7.76K | <0.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 160 | $7.91K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y780 | INTERNET OF THNG | 227 | $7.93K | <0.1% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 78 | $7.97K | <0.1% | 00.0% | Unchanged | – |
| WTRGEssential Utilities, Inc. | COM | 225 | $8.17K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 96 | $8.19K | <0.1% | 00.0% | Unchanged | – |
| MRVLMarvell Technology, Inc. | COM | 75 | $8.28K | <0.1% | 00.0% | Unchanged | History |
| GWREGuidewire Software, Inc. | COM | 50 | $8.43K | <0.1% | 00.0% | Unchanged | History |
| CRSCarpenter Technology Corp | COM | 50 | $8.48K | <0.1% | 00.0% | Unchanged | History |
| AGXArgan Inc | Stock | 62 | $8.51K | <0.1% | 00.0% | Unchanged | History |
| LENLennar Corp | CL A | 62 | $8.56K | <0.1% | 00.0% | Unchanged | History |
| NUENucor Corp | COM | 74 | $8.68K | <0.1% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 124 | $8.92K | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 60 | $8.94K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 165 | $9.02K | <0.1% | 00.0% | Unchanged | – |
| Global X FDS37954Y384 | CYBRSCURTY ETF | 282 | $9.05K | <0.1% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 196 | $9.07K | <0.1% | 00.0% | Unchanged | – |
| AGNCAGNC Investment Corp. | REIT | 1,029 | $9.48K | <0.1% | 00.0% | Unchanged | History |
| MFCManulife Financial Corp | COM | 311 | $9.55K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc464286251 | JP MRG EM CRP BD | 217 | $9.66K | <0.1% | 00.0% | Unchanged | – |
| USBUS Bancorp DE | COM NEW | 203 | $9.71K | <0.1% | 00.0% | Unchanged | History |
| TGTXTG Therapeutics, Inc. | COM | 325 | $9.78K | <0.1% | 00.0% | Unchanged | History |
| NTNXNutanix, Inc. | Stock | 160 | $9.79K | <0.1% | 00.0% | Unchanged | History |
| CWTCalifornia Water Service Group | COM | 217 | $9.84K | <0.1% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 70 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 134 | $10.4K | <0.1% | 00.0% | Unchanged | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 87 | $10.4K | <0.1% | 00.0% | Unchanged | – |
| NKENIKE, Inc. | Stock | 137 | $10.4K | <0.1% | 00.0% | Unchanged | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 49 | $10.4K | <0.1% | 00.0% | Unchanged | History |
| SFMSprouts Farmers Market, Inc. | COM | 85 | $10.8K | <0.1% | 00.0% | Unchanged | History |
| XHRXenia Hotels & Resorts, Inc. | COM | 727 | $10.8K | <0.1% | 00.0% | Unchanged | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 1,168 | $10.9K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 232 | $11.0K | <0.1% | 00.0% | Unchanged | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 33 | $11.3K | <0.1% | 00.0% | Unchanged | History |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 1,657 | $11.3K | <0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 90 | $11.3K | <0.1% | 00.0% | Unchanged | History |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 750 | $11.4K | <0.1% | 00.0% | Unchanged | History |
| MPLXMPLX LP | COM UNIT REP LTD | 240 | $11.5K | <0.1% | 00.0% | Unchanged | History |
| PSNParsons Corp | COM | 125 | $11.5K | <0.1% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 24 | $11.6K | <0.1% | 00.0% | Unchanged | History |
| OPRAOpera Ltd | SPONSORED ADS | 625 | $11.8K | <0.1% | 00.0% | Unchanged | History |
| EVREvercore Inc. | CLASS A | 42 | $11.9K | <0.1% | 00.0% | Unchanged | History |
| DPZDominos Pizza Inc | COM | 28 | $11.9K | <0.1% | 00.0% | Unchanged | History |
| SMCISuper Micro Computer, Inc. | Stock | 400 | $12.2K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 206 | $12.6K | <0.1% | 00.0% | Unchanged | – |
| COKECoca-Cola Consolidated, Inc. | COM | 10 | $12.6K | <0.1% | 00.0% | Unchanged | History |
| FIXComfort Systems USA Inc | COM | 30 | $12.7K | <0.1% | 00.0% | Unchanged | History |
| SPOKSpok Holdings, Inc | COM | 792 | $12.7K | <0.1% | 00.0% | Unchanged | History |
| CCitigroup Inc | Stock | 181 | $12.8K | <0.1% | 00.0% | Unchanged | History |
| RBB FD Inc74933W627 | MOTLEY FOOL MID | 498 | $12.8K | <0.1% | 00.0% | Unchanged | – |
| PYPLPayPal Holdings, Inc. | Stock | 153 | $13.1K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 791 | $13.1K | <0.1% | 00.0% | Unchanged | – |
| STMSTMicroelectronics N.V. | NY REGISTRY | 525 | $13.1K | <0.1% | 00.0% | Unchanged | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 900 | $13.1K | <0.1% | 00.0% | Unchanged | History |
| HWMHowmet Aerospace Inc. | Stock | 125 | $13.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 117 | $13.8K | <0.1% | 00.0% | Unchanged | – |
| TDGTransDigm Group INC | COM | 11 | $13.9K | <0.1% | 00.0% | Unchanged | History |
| DLRDigital Realty Trust, Inc. | COM | 81 | $14.4K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V852 | DORSEY WRIGHT HE | 363 | $14.5K | <0.1% | 00.0% | Unchanged | – |
| MMM3M Co | Stock | 113 | $14.6K | <0.1% | 00.0% | Unchanged | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 858 | $14.7K | <0.1% | 00.0% | Unchanged | History |
| CRUSCirrus Logic, Inc. | Stock | 151 | $15.0K | <0.1% | 00.0% | Unchanged | History |