Darwin Advisors, LLC Purchases in Q3 2024

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
1.05K
New
$460.3 - $584.56 $483K - $613K
1.05K $613K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.1K
New
$475.2 - $527.7 $524K - $582K
1.1K $581K
JNJ
Johnson & Johnson

Healthcare
3.04K
New
$145.48 - $167.38 $442K - $508K
3.04K $492K
FNDX
Schwab Fundamental U S Large C

ETFs
6.73K
New
$65.36 - $71.76 $440K - $483K
6.73K $482K
GE
General Electric CO

Industrials
2.33K
New
$156.66 - $189.66 $364K - $441K
2.33K $438K
GLD
Spdr Gold Trust

ETFs
1.39K
+ 96.39%
$215.56 - $246.98 $299K - $343K
2.83K $687K
LLY
Eli Lilly & CO

Healthcare
426
New
$772.14 - $960.02 $329K - $409K
426 $377K
AMAT
Applied Materials Inc

Technology
1.86K
New
$174.88 - $254.97 $325K - $473K
1.86K $375K
PEP
Pepsico Inc

Consumer Defensive
2.17K
New
$161.9 - $179.3 $351K - $389K
2.17K $368K
BRO
Brown & Brown, Inc.

Financial Services
3.4K
New
$89.11 - $105.82 $303K - $360K
3.4K $352K
MDB
Mongo Db, Inc.

Technology
779
+ 14.47%
$221.5 - $296.69 $173K - $231K
6.16K $1.66M
RJF
Raymond James Financial Inc

Financial Services
2.55K
New
$106.39 - $125.13 $271K - $319K
2.55K $311K
FDMO
Fidelity Covington Tr Momentum

ETFs
4.39K
New
$58.85 - $66.21 $258K - $291K
4.39K $290K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
604
New
$405.19 - $478.57 $245K - $289K
604 $277K
ALL
Allstate Corp

Financial Services
1.45K
New
$158.43 - $192.86 $230K - $279K
1.45K $274K
TMO
Thermo Fisher Scientific Inc.

Healthcare
436
New
$531.86 - $624.21 $232K - $272K
436 $269K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.69K
New
$109.16 - $155.35 $185K - $263K
1.69K $261K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.27K
New
$96.25 - $101.98 $219K - $232K
2.27K $230K
META
Meta Platforms, Inc.

Communication Services
389
New
$453.41 - $572.44 $176K - $223K
389 $222K
AMGN
Amgen Inc

Healthcare
679
New
$309.38 - $337.38 $210K - $229K
679 $218K
FDN
First Tr Fd Dow Jones

ETFs
1.03K
New
$183.68 - $212.48 $189K - $219K
1.03K $217K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.69K
New
$117.9 - $128.2 $199K - $216K
1.69K $216K
SGOL
Abrdn Gold ETF Trust

ETFs
8.49K
New
$22.26 - $25.51 $189K - $217K
8.49K $213K
MCD
Mcdonalds Corp

Consumer Cyclical
695
New
$245.82 - $304.51 $171K - $212K
695 $211K
JBL
Jabil Inc

Technology
1.63K
New
$97.55 - $126.65 $159K - $207K
1.63K $195K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.3K
New
$42.66 - $45.18 $183K - $194K
4.3K $193K
FDLO
Fidelity Covington Tr Low Vola

ETFs
3.14K
New
$56.38 - $61.35 $177K - $193K
3.14K $192K
IVE
Ishares S&P 500 Value ETF

ETFs
956
New
$181.06 - $197.17 $173K - $188K
956 $188K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.51K
New
$71.45 - $75.64 $179K - $190K
2.51K $188K
WU
Western Union CO

Financial Services
15.5K
New
$11.35 - $12.97 $176K - $201K
15.5K $185K
SBUX
Starbucks Corp

Consumer Cyclical
1.9K
New
$72.51 - $98.6 $138K - $187K
1.9K $185K
CSCO
Cisco Systems, Inc.

Technology
3.42K
New
$44.74 - $53.22 $153K - $182K
3.42K $182K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.9K
New
$84.77 - $97.13 $161K - $185K
1.9K $182K
AWK
American Water Works Company, Inc.

Utilities
1.22K
New
$127.76 - $149.9 $155K - $182K
1.22K $177K
CAT
Caterpillar Inc

Industrials
450
New
$316.8 - $391.12 $143K - $176K
450 $176K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.32K
New
$48.51 - $52.86 $161K - $176K
3.32K $175K
GIS
General Mills Inc

Consumer Defensive
2.37K
New
$62.5 - $75.15 $148K - $178K
2.37K $175K
DIS
Walt Disney CO

Communication Services
1.83K
New
$85.6 - $98.61 $156K - $180K
1.83K $175K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
304
New
$523.84 - $572.02 $159K - $174K
304 $173K
PGR
Progressive Corp

Financial Services
643
New
$209.46 - $259.24 $135K - $167K
643 $163K
FDL
First Tr Morningstar Dividend

ETFs
3.84K
New
$37.66 - $42.06 $144K - $161K
3.84K $160K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.74K
New
$79.58 - $91.64 $139K - $160K
1.74K $157K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.33K
New
$60.84 - $67.51 $141K - $157K
2.33K $156K
TGT
Target Corp

Consumer Defensive
980
New
$133.47 - $159.25 $131K - $156K
980 $152K
QTEC
First Trust Nasdaq 100 Technol

ETFs
782
New
$169.92 - $205.38 $133K - $161K
782 $149K
HYG
Ishares Tr

ETFs
1.73K
New
$76.72 - $80.36 $133K - $139K
1.73K $138K
IWB
Ishares Tr Russell 1000 ETF

ETFs
413
New
$283.28 - $314.39 $117K - $130K
413 $129K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.09K
New
$105.53 - $118.34 $115K - $129K
1.09K $127K
CCL
Carnival Corp

Consumer Cyclical
6.65K
New
$14.01 - $19.18 $93.2K - $128K
6.65K $122K
Activity Summary
Buys All Purchases 588 New Holdings 570 Increased Positions 18 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Darwin Advisors, LLC Portfolio

Follow Darwin Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Darwin Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Darwin Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email