Darwin Advisors, LLC Incresed Positions 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
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
CSCO
Cisco Systems, Inc.

Technology
16.8K
+ 491.85%
$53.19 - $69.38 $896K - $1.17M
20.3K $1.41M
KKR
Kkr & Co. Inc.

Financial Services
7.93K
+ 908.94%
$92.79 - $134.29 $735K - $1.06M
8.8K $1.17M
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
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
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
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
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
103
+ 2575.0%
$328.01 - $475.68 $33.8K - $49K
107 $50K
TSLA
Tesla, Inc.

Consumer Cyclical
13
+ 1.76%
$221.86 - $362.89 $2.88K - $4.72K
752 $238K
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
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
FDX
Fedex Corp

Industrials
67
+ 352.63%
$198.07 - $245.17 $13.3K - $16.4K
86 $19K
AMT
American Tower Corp

Real Estate
58
+ 138.1%
$203.96 - $228.19 $11.8K - $13.2K
100 $22K
AEM
Agnico Eagle Mines LTD

Basic Materials
83
+ 488.24%
$99.48 - $124.46 $8.26K - $10.3K
100 $11K
IWM
Ishares Russell 2000 ETF

ETFs
56
+ 10.89%
$174.82 - $215.79 $9.79K - $12.1K
570 $123K
ABT
Abbott Laboratories

Healthcare
44
+ 37.93%
$123.95 - $138.08 $5.45K - $6.08K
160 $21K
MS
Morgan Stanley

Financial Services
51
+ 130.77%
$99.83 - $140.86 $5.09K - $7.18K
90 $12K
FDRR
Fidelity Covington Tr Divid Et

ETFs
34
+ 1.99%
$43.98 - $54.23 $1.5K - $1.84K
1.74K $94K
KGC
Kinross Gold Corp

Basic Materials
300
+ 85.71%
$11.79 - $15.85 $3.54K - $4.76K
650 $10K
LHX
L3 Harris Technologies, Inc.

Industrials
21
+ 42.86%
$200.21 - $256.99 $4.2K - $5.4K
70 $17K
C
Citigroup Inc

Financial Services
38
+ 30.89%
$58.13 - $85.12 $2.21K - $3.23K
161 $13K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
70
+ 700.0%
$65.04 - $82.18 $4.55K - $5.75K
80 $6K
USB
Us Bancorp \De\

Financial Services
139
+ 207.46%
$36.4 - $45.76 $5.06K - $6.36K
206 $9K
GILD
Gilead Sciences, Inc.

Healthcare
4
+ 1.91%
$96.91 - $113.0 $388 - $452
213 $23K
IWR
Ishares Russell Mid Cap ETF

ETFs
17
+ 1.35%
$74.88 - $91.97 $1.27K - $1.56K
1.28K $117K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
392
+ 1400.0%
$87.84 - $1441.89 $34.4K - $565K
420 $37K
IGV
Ishares Expanded Tech Software

ETFs
7
+ 3.5%
$80.15 - $109.5 $561 - $767
207 $22K
O
Realty Income Corp

Real Estate
188
+ 18.45%
$52.27 - $58.52 $9.83K - $11K
1.21K $69K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9
+ 15.0%
$141.37 - $228.57 $1.27K - $2.06K
69 $15K
TRGP
Targa Resources Corp.

Energy
1
+ 0.83%
$157.32 - $205.72 $157 - $206
121 $21K
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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