Darwin Advisors, LLC Incresed Positions in Q2 2025

Darwin Advisors, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
108
+ 9.87%
$90.56 - $109.49 $9.78K - $11.8K
1.2K $131K
FISV
Fiserv Inc

Technology
31
+ 0.38%
N/A
8.1K $1.01M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
29
+ 2.55%
$10.59 - $11.48 $307 - $333
1.17K $13K
IEFA
Ishares Tr

ETFs
13
+ 3.44%
$67.83 - $84.09 $882 - $1.09K
391 $32K
CVS
Cvs Health Corp

Healthcare
23
+ 34.85%
$60.04 - $70.18 $1.38K - $1.61K
89 $6K
FDL
First Tr Morningstar Dividend

ETFs
52
+ 1.36%
$38.19 - $43.19 $1.99K - $2.25K
3.89K $162K
HESM
Hess Midstream LP

Energy
24
+ 5.45%
$35.23 - $42.89 $846 - $1.03K
464 $17K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
16
+ 1.21%
$71.28 - $83.74 $1.14K - $1.34K
1.34K $112K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
+ 100.0%
$15.5 - $20.28 $1.55K - $2.03K
200 $4K
MFC
Manulife Financial Corp

Financial Services
7
+ 2.27%
$26.93 - $32.44 $189 - $227
316 $10K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
16
+ 800.0%
$53.75 - $67.21 $860 - $1.08K
18 $1K
IAT
Ishares Tr

ETFs
11
+ 2.97%
$39.71 - $49.55 $437 - $545
381 $18K
VPN
Global X Fds Data Ctr Reits &

ETFs
120
+ 21.09%
N/A
689 $10K
AME
Ametek Inc

Industrials
1
+ 0.74%
$151.41 - $182.75 $151 - $183
137 $24K
FDVV
Fidelity High Dividend ETF

ETFs
13
+ 2.59%
$43.6 - $52.02 $567 - $676
514 $26K
SOXL
Direxion Daily Semiconductor B

ETFs
40
+ 108.11%
$8.25 - $25.2 $330 - $1.01K
77 $1K
AGNC
Agnc Investment Corp.

Real Estate
119
+ 11.98%
$8.12 - $9.49 $966 - $1.13K
1.11K $10K
TGNA
Tegna Inc

Communication Services
2
+ 2.5%
$15.42 - $18.98 $30.8 - $38
82 $1K
HFND
Tidal ETF Tr Unlimited Hedge I
13.3K
+ 13.6%
N/A
111K $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1
+ 0.79%
$45.2 - $46.6 $45.2 - $46.6
128 $5K
TFC
Truist Financial Corp

Financial Services
1
+ 1.06%
$34.79 - $42.99 $34.8 - $43
95 $4K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
434
+ 4.65%
$9.13 - $10.58 $3.96K - $4.59K
9.78K $103K
Vaneck ETF Trust
1
+ 0.58%
N/A
173 $0
Labcorp Holdings Inc
36
+ 124.14%
N/A
65 $0
F
Ford Motor CO

Consumer Cyclical
1
+ 0.68%
$8.69 - $10.85 $8.69 - $10.9
148 $1K
NHTC
Natural Health Trends Corp

Consumer Cyclical
11
+ 12.5%
$4.29 - $5.29 $47.2 - $58.2
99 $0
ONL
Orion Office Reit Inc.

Real Estate
1
+ 2.04%
$1.52 - $2.43 $1.52 - $2.43
50 $0
Invesco Exchange Traded Fd T
1.07K
+ 6.62%
N/A
17.3K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
5.82K
+ 64.72%
N/A
14.8K $0
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
3
+ 2.86%
N/A
108 $0
RNDV
First Tr Vi Us Equity Divid Se
165
+ 5.13%
N/A
3.38K $0
FBHS
Fortune Brands Home & Security, Inc.

Industrials
5
+ 0.56%
N/A
905 $58K
Linde PLC
18
+ 51.43%
N/A
53 $0
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1
+ 1.75%
$49.98 - $50.26 $50 - $50.3
58 $2K
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
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
90
+ 900.0%
$105.72 - $1416.0 $9.51K - $127K
100 $11K
AFL
Aflac Inc

Financial Services
4
+ 1.31%
$99.77 - $112.45 $399 - $450
309 $32K
IBKR
Interactive Brokers Group, Inc.

Financial Services
463
+ 132.29%
$50.53 - $212.53 $23.4K - $98.4K
813 $45K
KMB
Kimberly Clark Corp

Consumer Defensive
5
+ 2.45%
$126.84 - $145.22 $634 - $726
209 $26K
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
EIX
Edison International

Utilities
5
+ 1.25%
$48.32 - $59.92 $242 - $300
405 $20K
PANW
Palo Alto Networks Inc

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