Darwin Advisors, LLC Incresed Positions in Q3 2025

Darwin Advisors, LLC

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
2.14K
+ 5.35%
$250.97 - $282.66 $537K - $604K
42.1K $11.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.44K
+ 5.1%
$87.29 - $93.61 $649K - $696K
153K $14.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.65K
+ 6.55%
$62.54 - $68.42 $541K - $591K
141K $9.49M
MSFT
Microsoft Corp

Technology
1.69K
+ 20.37%
$491.09 - $535.64 $831K - $907K
10K $5.18M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
4.21K
+ 8.59%
$134.42 - $141.26 $565K - $594K
53.2K $7.5M
XLC
Select Sector Spdr Tr Communic

ETFs
2.48K
+ 5.39%
$105.99 - $119.41 $263K - $296K
48.5K $5.74M
AAPL
Apple Inc.

Technology
713
+ 6.39%
$202.38 - $256.87 $144K - $183K
11.9K $3.02M
SPYG
Spdr Portfolio

ETFs
1.76K
+ 3.42%
$94.33 - $105.31 $166K - $185K
53.1K $5.55M
IWY
Ishares Tr Russell 200 Growth

ETFs
543
+ 3.62%
$243.93 - $275.62 $132K - $150K
15.5K $4.25M
DYN
Dyne Therapeutics, Inc.

Healthcare
861
+ 0.5%
$8.18 - $14.22 $7.04K - $12.2K
174K $2.19M
DSTL
ETF Ser Solution Distillate Us

ETFs
6.31K
+ 9.57%
$54.44 - $58.24 $343K - $367K
72.2K $4.19M
XLV
Select Sector Spdr Fund Health

ETFs
3.05K
+ 14.39%
$129.01 - $139.72 $393K - $425K
24.2K $3.37M
NVDA
Nvidia Corp

Technology
2.18K
+ 62.18%
$153.3 - $186.58 $334K - $406K
5.68K $1.06M
XLI
Industrial Sector Spdr

ETFs
2.61K
+ 18.3%
$147.94 - $154.99 $387K - $405K
16.9K $2.61M
IVV
Ishares Core S&P 500 ETF

ETFs
690
+ 469.39%
$620.67 - $670.08 $428K - $462K
837 $560K
GOOG
Alphabet Inc.

Communication Services
778
+ 20.99%
$175.16 - $255.24 $136K - $199K
4.49K $1.09M
CLOI
Vaneck ETF Tr

ETFs
7.26K
+ 2.95%
$52.8 - $53.1 $383K - $386K
254K $13.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
86
+ 1.0%
$420.11 - $472.68 $36.1K - $40.7K
8.72K $4.09M
XLF
Financial Sector Spdr

ETFs
4.46K
+ 5.62%
$51.37 - $54.25 $229K - $242K
83.9K $4.52M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.95K
+ 5.52%
$65.78 - $69.95 $128K - $137K
37.3K $2.61M
TJX
Tjx Companies Inc

Consumer Cyclical
152
+ 1.32%
$121.35 - $144.54 $18.4K - $22K
11.6K $1.68M
QAI
Iq Hedge Multi Strategy Compos

ETFs
3.84K
+ 3.79%
$32.26 - $33.68 $124K - $129K
105K $3.53M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.06K
+ 8.62%
N/A
38.5K $3.3M
VTI
Vanguard Total Stock Market Et

ETFs
719
+ 89.99%
$303.93 - $329.86 $219K - $237K
1.52K $498K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.85K
+ 2.62%
$90.83 - $93.81 $168K - $174K
72.6K $6.78M
ITA
Ishares Tr

ETFs
264
+ 2.73%
$184.73 - $209.26 $48.8K - $55.2K
9.94K $2.08M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.56K
+ 127900.0%
$85.01 - $90.35 $217K - $231K
2.56K $228K
AFIF
Two Rds Shared Tr

ETFs
13K
+ 1.05%
$9.3 - $9.42 $121K - $123K
1.26M $11.8M
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 1.82%
$357.4 - $423.42 $31.5K - $37.3K
4.92K $1.99M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.73K
+ 144.09%
$108.46 - $120.63 $188K - $209K
2.93K $348K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.33K
+ 1.37%
$49.05 - $49.99 $114K - $117K
173K $8.62M
XLE
Energy Sector Spdr

ETFs
1.32K
+ 7.04%
$84.25 - $91.99 $111K - $121K
20.1K $1.79M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
3.1K
+ 0.88%
$24.73 - $25.29 $76.6K - $78.3K
357K $8.99M
CTA
Simplify Exch Traded Fds Simpl

ETFs
3.8K
+ 7.08%
$26.46 - $28.43 $100K - $108K
57.5K $1.61M
AMZN
Amazon Com Inc

Consumer Cyclical
731
+ 5.14%
$211.65 - $238.24 $155K - $174K
14.9K $3.28M
TSLA
Tesla, Inc.

Consumer Cyclical
149
+ 19.81%
$293.94 - $444.72 $43.8K - $66.3K
901 $400K
WMT
Walmart Inc.

Consumer Defensive
730
+ 4.61%
$94.4 - $104.27 $68.9K - $76.1K
16.6K $1.71M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.05K
+ 2.34%
$117.65 - $120.08 $123K - $125K
45.7K $5.46M
FVAL
Fidelity Covington Tr Value Fa

ETFs
669
+ 3.98%
$63.74 - $69.18 $42.6K - $46.3K
17.5K $1.2M
ETN
Eaton Corp PLC

Industrials
40
+ 0.62%
$342.99 - $392.76 $13.7K - $15.7K
6.48K $2.43M
RTX
Raytheon Technologies Corp

Industrials
91
+ 1.84%
$144.19 - $167.33 $13.1K - $15.2K
5.03K $841K
IEFA
Ishares Tr

ETFs
1.33K
+ 338.87%
$81.7 - $87.53 $108K - $116K
1.72K $149K
QCOM
Qualcomm Inc

Technology
201
+ 2.1%
$145.84 - $173.55 $29.3K - $34.9K
9.78K $1.63M
ABBV
Abb Vie Inc.

Healthcare
117
+ 7.85%
$184.85 - $231.54 $21.6K - $27.1K
1.61K $372K
UBER
Uber Technologies, Inc

Technology
178
+ 1.12%
$86.91 - $99.57 $15.5K - $17.7K
16.1K $1.58M
GE
General Electric CO

Industrials
13
+ 0.79%
$244.75 - $305.63 $3.18K - $3.97K
1.67K $501K
OEF
Ishares S&P 100 ETF

ETFs
267
+ 6.41%
N/A
4.44K $1.18M
LOW
Lowes Companies Inc

Consumer Cyclical
31
+ 1.54%
$215.01 - $273.02 $6.67K - $8.46K
2.05K $514K
XLP
Consumer Staples Sector Spdr

ETFs
815
+ 7.14%
N/A
12.2K $929K
Activity Summary
Buys All Purchases 255 New Holdings 41 Increased Positions 214 Sells All Sells 70 Reductions 69 Sold out 1 Options Calls 0 Puts 0
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