Darwin Advisors, LLC Purchases and Sells in Q3 2025

Darwin Advisors, LLC

$291 Million
Q3 2025

Top Buys

Incresed Positions

214 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	2.14K + 5.35%	$250.97 - $282.66 $537K - $604K	42.1K $11.9M
EFA	7.44K + 5.1%	$87.29 - $93.61 $649K - $696K	153K $14.3M
EMXC	8.65K + 6.55%	$62.54 - $68.42 $541K - $591K	141K $9.49M
MSFT	1.69K + 20.37%	$491.09 - $535.64 $831K - $907K	10K $5.18M
QQEW	4.21K + 8.59%	$134.42 - $141.26 $565K - $594K	53.2K $7.5M
XLC	2.48K + 5.39%	$105.99 - $119.41 $263K - $296K	48.5K $5.74M

New Holdings

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADSK	4.24K New	N/A	4.24K $1.04M
IVOO	1.05K New	$105.03 - $112.54 $110K - $118K	1.05K $115K
IJH	1.63K New	$62.09 - $66.51 $101K - $108K	1.63K $106K
FE	400 New	$39.76 - $45.82 $15.9K - $18.3K	400 $18K
OKE	200 New	$71.36 - $83.47 $14.3K - $16.7K	200 $14K
HOOD	100 New	$91.27 - $143.18 $9.13K - $14.3K	100 $14K

Top Sells

Reduced Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PHM	-9.87K - 97.38%	$108.0 - $141.42 $1.07M - $1.4M	265 $35K
ADBE	-1.93K - 75.29%	$333.65 - $392.1 $645K - $758K	634 $223K
FAUG	-7.32K - 46.25%	$49.0 - $51.91 $359K - $380K	8.5K $441K
XLY	-2.17K - 15.27%	$216.09 - $242.18 $468K - $525K	12K $2.88M
FSEP	-2.57K - 29.93%	$47.96 - $50.54 $123K - $130K	6.01K $303K
GLD	-722 - 23.04%	$300.96 - $355.47 $217K - $257K	2.41K $857K

Sold Out

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STEP	-821 Closed	$55.47 - $67.35 $45.5K - $55.3K	0 $0

Activity Summary All Purchases 255 New Holdings 41 Increased Positions 214 All Sells 70 Reductions 69 Sold out 1 Calls 0 Puts 0

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