Darwin Advisors, LLC Purchases in Q2 2025

Darwin Advisors, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGNC
Agnc Investment Corp.

Real Estate
119
+ 11.98%
$8.12 - $9.49 $966 - $1.13K
1.11K $10K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
18
New
$25.21 - $34.03 $454 - $613
18 $0
Millrose Pptys Inc
31
New
N/A
31 $0
NHTC
Natural Health Trends Corp

Consumer Cyclical
11
+ 12.5%
$4.29 - $5.29 $47.2 - $58.2
99 $0
Nano Nuclear Energy Inc
250
New
N/A
250 $0
FBHS
Fortune Brands Home & Security, Inc.

Industrials
5
+ 0.56%
N/A
905 $58K
FENY
Fidelity Covington Tr Msci Ene

ETFs
0
New
$20.83 - $25.75 $0 - $0
0 $0
Linde PLC
18
+ 51.43%
N/A
53 $0
Lam Research Corp
35.4K
New
N/A
35.4K $0
Labcorp Holdings Inc
36
+ 124.14%
N/A
65 $0
RNDV
First Tr Vi Us Equity Divid Se
165
+ 5.13%
N/A
3.38K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
5.82K
+ 64.72%
N/A
14.8K $0
F
Ford Motor CO

Consumer Cyclical
1
+ 0.68%
$8.69 - $10.85 $8.69 - $10.9
148 $1K
IFRA
Ishares Tr

ETFs
4
New
$40.97 - $49.19 $164 - $197
4 $0
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
24
New
$36.36 - $41.52 $873 - $996
24 $0
ONL
Orion Office Reit Inc.

Real Estate
1
+ 2.04%
$1.52 - $2.43 $1.52 - $2.43
50 $0
Cel Sci Corp
1
New
N/A
1 $0
Invesco Exchange Traded Fd T
1.07K
+ 6.62%
N/A
17.3K $0
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1
+ 1.75%
$49.98 - $50.26 $50 - $50.3
58 $2K
BXSL
Blackstone Secured Lending Fund

Financial Services
25
New
$26.88 - $32.74 $672 - $819
25 $0
Blackrock Inc
5
New
N/A
5 $0
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
3
+ 2.86%
N/A
108 $0
IAU
Ishares Gold Trust

ETFs
4
New
$56.1 - $64.74 $224 - $259
4 $0
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
434
+ 4.65%
$9.13 - $10.58 $3.96K - $4.59K
9.78K $103K
SOXL
Direxion Daily Semiconductor B

ETFs
40
+ 108.11%
$8.25 - $25.2 $330 - $1.01K
77 $1K
Hesai Group
500
New
N/A
500 $0
DOW
Dow Inc.

Basic Materials
1
+ 4.76%
$25.81 - $34.89 $25.8 - $34.9
22 $0
NHI
National Health Investors Inc

Real Estate
4
+ 3.85%
$68.74 - $76.77 $275 - $307
108 $7K
AFL
Aflac Inc

Financial Services
4
+ 1.31%
$99.77 - $112.45 $399 - $450
309 $32K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
90
+ 900.0%
$105.72 - $1416.0 $9.51K - $127K
100 $11K
KMB
Kimberly Clark Corp

Consumer Defensive
5
+ 2.45%
$126.84 - $145.22 $634 - $726
209 $26K
IBKR
Interactive Brokers Group, Inc.

Financial Services
463
+ 132.29%
$50.53 - $212.53 $23.4K - $98.4K
813 $45K
SJM
J M Smucker CO

Consumer Defensive
2
+ 1.2%
$94.41 - $118.52 $189 - $237
169 $16K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.56%
$63.54 - $68.5 $254 - $274
724 $48K
BDX
Becton Dickinson & CO

Healthcare
1
+ 1.27%
$165.15 - $226.42 $165 - $226
80 $13K
PANW
Palo Alto Networks Inc

Technology
9
+ 7.83%
$152.44 - $204.64 $1.37K - $1.84K
124 $25K
EIX
Edison International

Utilities
5
+ 1.25%
$48.32 - $59.92 $242 - $300
405 $20K
FNDX
Schwab Fundamental U S Large C

ETFs
9.53K
+ 141.59%
$20.84 - $24.54 $199K - $234K
16.3K $398K
UPS
United Parcel Service Inc

Industrials
126
+ 2.55%
$91.92 - $110.2 $11.6K - $13.9K
5.06K $510K
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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