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 |
|---|---|---|---|---|---|---|---|
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 10,226 | $2.29M | 0.8% | 00.0% | Unchanged | – |
| Invesco Actively Managed Exc46090A705 | S&P500 DOWNSID | 62,364 | $2.32M | 0.8% | 00.0% | Unchanged | – |
| WDAYWorkday, Inc. | CL A | 9,254 | $2.39M | 0.8% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 11,914 | $2.53M | 0.9% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 19,135 | $2.57M | 0.9% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 66,151 | $2.73M | 0.9% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 12,662 | $2.94M | 1.0% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 21,873 | $3.01M | 1.0% | 00.0% | Unchanged | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 85,464 | $3.06M | 1.0% | 00.0% | Unchanged | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 34,906 | $3.24M | 1.1% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 17,818 | $3.37M | 1.1% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 81,131 | $3.49M | 1.2% | 00.0% | Unchanged | – |
| ETF Ser Solutions26922A321 | DISTILLATE US | 65,680 | $3.61M | 1.2% | 00.0% | Unchanged | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 15,582 | $3.67M | 1.2% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 213,858 | $3.87M | 1.3% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 9,651 | $3.88M | 1.3% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 9,360 | $3.95M | 1.3% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 83,692 | $4.04M | 1.4% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 144,194 | $4.13M | 1.4% | 00.0% | Unchanged | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 46,826 | $4.53M | 1.5% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 53,289 | $4.68M | 1.6% | 00.0% | Unchanged | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 201,314 | $4.82M | 1.6% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 23,274 | $5.11M | 1.7% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 20,840 | $5.22M | 1.8% | 00.0% | Unchanged | History |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 171,146 | $5.38M | 1.8% | 00.0% | Unchanged | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 48,429 | $5.60M | 1.9% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189H656 | AA BB CLO ETF | 116,582 | $5.90M | 2.0% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 49,534 | $6.19M | 2.1% | 00.0% | Unchanged | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 76,319 | $6.90M | 2.3% | 00.0% | Unchanged | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 134,850 | $7.48M | 2.5% | 00.0% | Unchanged | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,432 | $8.40M | 2.8% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 36,978 | $8.60M | 2.9% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189H748 | CLO ETF | 166,431 | $8.78M | 3.0% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 188,450 | $9.17M | 3.1% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 379,516 | $9.36M | 3.1% | 00.0% | Unchanged | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 33,362 | $11.5M | 3.9% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 152,233 | $11.5M | 3.9% | 00.0% | Unchanged | – |
| Two RDS Shared Tr90214Q766 | ANFIELD UNVL ETF | 1,339,828 | $12.3M | 4.1% | 00.0% | Unchanged | – |