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 |
|---|---|---|---|---|---|---|---|
| SILASila Realty Trust, Inc. | COMMON STOCK | 630 | $15.3K | <0.1% | 00.0% | Unchanged | History |
| DELLDell Technologies Inc. | Stock | 135 | $15.6K | <0.1% | 00.0% | Unchanged | History |
| ABXAbacus Global Management, Inc. | CL A | 2,000 | $15.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 95 | $15.7K | <0.1% | 00.0% | Unchanged | – |
| MSIMotorola Solutions, Inc. | Stock | 34 | $15.7K | <0.1% | 00.0% | Unchanged | History |
| DOVDOVER Corp | COM | 84 | $15.8K | <0.1% | 00.0% | Unchanged | History |
| SNAPSnap Inc | Stock | 1,481 | $15.9K | <0.1% | 00.0% | Unchanged | History |
| NICENICE Ltd. | SPONSORED ADR | 94 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 1,513 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | COM | 1,114 | $16.1K | <0.1% | 00.0% | Unchanged | History |
| CIENCiena Corp | COM NEW | 194 | $16.5K | <0.1% | 00.0% | Unchanged | History |
| HESMHess Midstream LP | CL A SHS | 448 | $16.6K | <0.1% | 00.0% | Unchanged | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 221 | $16.8K | <0.1% | 00.0% | Unchanged | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 80 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 138 | $17.2K | <0.1% | 00.0% | Unchanged | – |
| IIMInvesco Value Municipal Income Trust | COM | 1,473 | $17.5K | <0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 224 | $17.5K | <0.1% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 800 | $17.6K | <0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 75 | $17.6K | <0.1% | 00.0% | Unchanged | History |
| GWWW.W. Grainger, Inc. | Stock | 17 | $17.9K | <0.1% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 79 | $18.1K | <0.1% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 99 | $18.2K | <0.1% | 00.0% | Unchanged | History |
| HUMHumana Inc | Stock | 71 | $18.2K | <0.1% | 00.0% | Unchanged | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 463 | $18.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 172 | $18.4K | <0.1% | 00.0% | Unchanged | – |
| SJMJ M SMUCKER Co | Stock | 167 | $18.5K | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 176 | $18.6K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Energy ETF92204A306 | ETF | 155 | $18.8K | <0.1% | 00.0% | Unchanged | – |
| iShares U.S. Regional Banks ETF464288778 | ETF | 376 | $19.0K | <0.1% | 00.0% | Unchanged | – |
| NVSNovartis AG | ADR | 197 | $19.2K | <0.1% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 210 | $19.5K | <0.1% | 00.0% | Unchanged | History |
| U.S. Global Jets ETF26922A842 | ETF | 776 | $19.7K | <0.1% | 00.0% | Unchanged | – |
| GDGeneral Dynamics Corp | Stock | 75 | $19.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287150 | CORE S&P TTL STK | 154 | $19.9K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287515 | EXPANDED TECH | 200 | $20.0K | <0.1% | 00.0% | Unchanged | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 102 | $20.1K | <0.1% | 00.0% | Unchanged | History |
| EMEEMCOR Group, Inc. | Stock | 45 | $20.4K | <0.1% | 00.0% | Unchanged | History |
| GDVGabelli Dividend & Income Trust | COM | 848 | $20.5K | <0.1% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 75 | $20.7K | <0.1% | 00.0% | Unchanged | History |
| CFRCullen/Frost Bankers, Inc. | COM | 156 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| RSGRepublic Services, Inc. | COM | 106 | $21.3K | <0.1% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 67 | $21.4K | <0.1% | 00.0% | Unchanged | History |
| CGBDCarlyle Secured Lending, Inc. | COM | 1,200 | $21.5K | <0.1% | 00.0% | Unchanged | History |
| TRGPTarga Resources Corp. | COM | 120 | $21.6K | <0.1% | 00.0% | Unchanged | History |
| LHLabcorp Holdings Inc. | Stock | 94 | $21.6K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 672 | $21.7K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 21 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 68 | $22.4K | <0.1% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 300 | $22.7K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 566 | $22.9K | <0.1% | 00.0% | Unchanged | – |
| MDTMedtronic plc | Stock | 289 | $23.1K | <0.1% | 00.0% | Unchanged | History |
| MEDPMedpace Holdings, Inc. | COM | 70 | $23.3K | <0.1% | 00.0% | Unchanged | History |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 833 | $23.7K | <0.1% | 00.0% | Unchanged | History |
| RFRegions Financial Corp | COM | 1,021 | $24.0K | <0.1% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 1,229 | $24.6K | <0.1% | 00.0% | Unchanged | History |
| AMEAmetek Inc | COM | 136 | $24.7K | <0.1% | 00.0% | Unchanged | History |
| SPDR Ser Tr78464A532 | S&P TRANSN ETF | 285 | $24.8K | <0.1% | 00.0% | Unchanged | – |
| CLFCleveland-Cliffs Inc. | COM | 2,640 | $24.8K | <0.1% | 00.0% | Unchanged | History |
| Fidelity High Dividend ETF316092840 | ETF | 505 | $25.3K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Information Technology ETF92204A702 | ETF | 41 | $25.5K | <0.1% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 2,282 | $25.7K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46429B671 | MSCI CHINA ETF | 551 | $25.8K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287556 | ISHARES BIOTECH | 200 | $26.5K | <0.1% | 00.0% | Unchanged | – |
| AXONAxon Enterprise, Inc. | COM | 45 | $26.7K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 308 | $26.8K | <0.1% | 00.0% | Unchanged | – |
| KMBKimberly Clark Corp | Stock | 205 | $26.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 384 | $27.0K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Materials ETF92204A801 | ETF | 148 | $27.8K | <0.1% | 00.0% | Unchanged | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 256 | $28.2K | <0.1% | 00.0% | Unchanged | – |
| FDXFedEx Corp | Stock | 101 | $28.4K | <0.1% | 00.0% | Unchanged | History |
| HRBH&R Block Inc | COM | 539 | $28.5K | <0.1% | 00.0% | Unchanged | History |
| VanEck Semiconductor ETF92189F676 | ETF | 118 | $28.6K | <0.1% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 299 | $29.8K | <0.1% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 105 | $30.0K | <0.1% | 00.0% | Unchanged | History |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 814 | $30.2K | <0.1% | 00.0% | Unchanged | – |
| MUMicron Technology Inc | Stock | 365 | $30.7K | <0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 275 | $31.2K | <0.1% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 306 | $31.7K | <0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 563 | $31.8K | <0.1% | 00.0% | Unchanged | History |
| EIXEdison International | Stock | 400 | $31.9K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 902 | $32.2K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288752 | US HOME CONS ETF | 314 | $32.5K | <0.1% | 00.0% | Unchanged | – |
| EMREmerson Electric Co | Stock | 265 | $32.9K | <0.1% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 28 | $33.2K | <0.1% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 190 | $34.6K | <0.1% | 00.0% | Unchanged | History |
| KNSLKinsale Capital Group, Inc. | Stock | 78 | $36.3K | <0.1% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 88 | $37.0K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 2,178 | $37.6K | <0.1% | 00.0% | Unchanged | – |
| MARMarriott International Inc | Stock | 134 | $37.7K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 287 | $38.0K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 281 | $38.1K | <0.1% | 00.0% | Unchanged | – |
| ENBEnbridge Inc | Stock | 914 | $38.8K | <0.1% | 00.0% | Unchanged | History |
| PRUPrudential Financial Inc | Stock | 332 | $39.4K | <0.1% | 00.0% | Unchanged | History |
| STLAStellantis N.V. | SHS | 3,044 | $39.7K | <0.1% | 00.0% | Unchanged | History |
| Alps ETF Tr00162Q205 | EQUAL SEC ETF | 321 | $40.2K | <0.1% | 00.0% | Unchanged | – |
| ZTSZoetis Inc. | Stock | 248 | $40.4K | <0.1% | 00.0% | Unchanged | History |
| DECKDeckers Outdoor Corp | COM | 201 | $40.8K | <0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 1,544 | $41.0K | <0.1% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 233 | $41.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 807 | $41.8K | <0.1% | 00.0% | Unchanged | – |