Darwin Advisors, LLC Purchases in Q2 2025

Darwin Advisors, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CLOI
Vaneck ETF Tr

ETFs
54.1K
+ 28.15%
$51.16 - $53.02 $2.77M - $2.87M
246K $13M
XLK
Technology Sector Spdr

ETFs
5.26K
+ 15.16%
$179.73 - $253.23 $946K - $1.33M
40K $10.1M
ITA
Ishares Tr

ETFs
9.47K
+ 4735.5%
$135.31 - $188.64 $1.28M - $1.79M
9.67K $1.82M
HWM
Howmet Aerospace Inc.

Industrials
8.91K
+ 7128.0%
$112.33 - $186.13 $1M - $1.66M
9.04K $1.68M
DYN
Dyne Therapeutics, Inc.

Healthcare
173K
New
$6.81 - $14.78 $1.18M - $2.55M
173K $1.64M
ICE
Intercontinental Exchange, Inc.

Financial Services
8.85K
+ 14756.67%
$151.62 - $183.47 $1.34M - $1.62M
8.91K $1.64M
XLE
Energy Sector Spdr

ETFs
18.5K
+ 6322.26%
$76.44 - $94.13 $1.41M - $1.74M
18.8K $1.59M
CTA
Simplify Exch Traded Fds Simpl

ETFs
53.7K
New
$26.61 - $29.9 $1.43M - $1.6M
53.7K $1.44M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
19.2K
New
$48.48 - $67.3 $933K - $1.3M
19.2K $1.29M
CSCO
Cisco Systems, Inc.

Technology
16.8K
+ 491.85%
$53.19 - $69.38 $896K - $1.17M
20.3K $1.41M
XLF
Financial Sector Spdr

ETFs
9.51K
+ 13.6%
$43.92 - $52.37 $418K - $498K
79.5K $4.16M
VRT
Vertiv Holdings CO

Industrials
10.6K
+ 272.78%
N/A
14.5K $1.26M
KO
Coca Cola CO

Consumer Defensive
10.8K
+ 49.77%
$68.37 - $73.9 $739K - $799K
32.5K $2.3M
PTF
Invesco Exchange Traded Fd Tr

ETFs
9K
New
$51.29 - $68.29 $462K - $615K
9K $614K
PWB
Invesco Exchange Traded Fd Tr

ETFs
4K
New
$86.24 - $117.44 $345K - $470K
4K $469K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.05K
+ 2.36%
$50.08 - $63.14 $152K - $192K
132K $8.33M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
170
+ 9.97%
$177.93 - $313.14 $30.2K - $53.2K
1.88K $587K
GLD
Spdr Gold Trust

ETFs
306
+ 10.82%
$273.71 - $316.29 $83.8K - $96.8K
3.13K $955K
JPM
Jpmorgan Chase & CO

Financial Services
70
+ 3.33%
$210.28 - $289.91 $14.7K - $20.3K
2.17K $629K
META
Meta Platforms, Inc.

Communication Services
142
+ 36.5%
$484.66 - $738.09 $68.8K - $105K
531 $391K
VTI
Vanguard Total Stock Market Et

ETFs
527
+ 193.75%
$243.75 - $303.93 $128K - $160K
799 $242K
MA
Mastercard Inc

Financial Services
197
+ 34.56%
$479.92 - $590.74 $94.5K - $116K
767 $431K
PHYS
Sprott Physical Gold Trust

Financial Services
2.35K
+ 13.84%
$22.82 - $26.29 $53.5K - $61.7K
19.3K $488K
CTAS
Cintas Corp

Industrials
633
New
$190.11 - $227.66 $120K - $144K
633 $141K
FTLS
First Tr Long/Short Equity ETF

ETFs
447
+ 1.28%
$60.06 - $66.28 $26.8K - $29.6K
35.3K $2.34M
PLTR
Palantir Technologies Inc.

Technology
625
+ 208.33%
$74.01 - $144.25 $46.3K - $90.2K
925 $126K
SCHW
Schwab Charles Corp

Financial Services
1.04K
New
$69.06 - $91.24 $71.8K - $94.8K
1.04K $94K
AMD
Advanced Micro Devices Inc

Technology
1.93K
+ 22.31%
$78.21 - $143.81 $151K - $278K
10.6K $1.5M
BNDX
Vanguard Total International B

ETFs
1.64K
+ 3554.35%
$48.77 - $49.55 $79.7K - $81K
1.68K $83K
CVX
Chevron Corp

Energy
550
+ 265.7%
$133.73 - $168.51 $73.6K - $92.7K
757 $108K
APO
Apollo Global Management, Inc.

Financial Services
383
New
$108.68 - $145.07 $41.6K - $55.6K
383 $54K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
1.19K
New
$38.96 - $44.84 $46.2K - $53.1K
1.19K $53K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
103
+ 2575.0%
$328.01 - $475.68 $33.8K - $49K
107 $50K
IONQ
Ion Q, Inc.

Technology
1.1K
New
$20.68 - $48.04 $22.7K - $52.8K
1.1K $47K
TSLA
Tesla, Inc.

Consumer Cyclical
13
+ 1.76%
$221.86 - $362.89 $2.88K - $4.72K
752 $238K
STEP
Step Stone Group Inc.

Financial Services
821
New
$42.46 - $60.26 $34.9K - $49.5K
821 $45K
KNSL
Kinsale Capital Group, Inc.

Financial Services
78
New
$419.99 - $501.97 $32.8K - $39.2K
78 $37K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2.02K
+ 128.16%
$15.52 - $17.13 $31.3K - $34.5K
3.59K $61K
WM
Waste Management Inc

Industrials
85
+ 18.89%
$216.47 - $242.1 $18.4K - $20.6K
535 $122K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
256
New
$95.74 - $115.54 $24.5K - $29.6K
256 $29K
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 1.35%
$149.23 - $184.95 $895 - $1.11K
452 $82K
MELI
Mercadolibre Inc

Consumer Cyclical
10
+ 1000.0%
$1794.73 - $2613.63 $17.9K - $26.1K
11 $28K
DE
Deere & CO

Industrials
29
+ 25.66%
$412.99 - $531.48 $12K - $15.4K
142 $72K
VBK
Vanguard Small Cap Growth ETF

ETFs
85
New
$219.76 - $276.94 $18.7K - $23.5K
85 $23K
MEDP
Medpace Holdings, Inc.

Healthcare
70
New
$277.23 - $315.28 $19.4K - $22.1K
70 $21K
CB
Chubb LTD

Financial Services
75
New
$274.32 - $302.46 $20.6K - $22.7K
75 $21K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
158
New
$105.8 - $131.55 $16.7K - $20.8K
158 $20K
DOV
Dover Corp

Industrials
84
New
$151.14 - $186.7 $12.7K - $15.7K
84 $15K
FDX
Fedex Corp

Industrials
67
+ 352.63%
$198.07 - $245.17 $13.3K - $16.4K
86 $19K
Activity Summary
Buys All Purchases 190 New Holdings 92 Increased Positions 98 Sells All Sells 275 Reductions 271 Sold out 4 Options Calls 0 Puts 0
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