Darwin Advisors, LLC New Holdings in Q3 2024

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
43.7K
New
$285.48 - $330.24 $12.5M - $14.4M
43.7K $14.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
163K
New
$75.32 - $84.37 $12.3M - $13.8M
163K $13.6M
AAPL
Apple Inc.

Technology
51.9K
New
$207.23 - $234.82 $10.8M - $12.2M
51.9K $12.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
23.3K
New
$434.77 - $502.96 $10.1M - $11.7M
23.3K $11.4M
BOND
Pimco Active Bond Exchange Tra

ETFs
90.7K
New
$90.01 - $95.32 $8.16M - $8.64M
90.7K $8.58M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
56.8K
New
$114.73 - $120.23 $6.51M - $6.83M
56.8K $6.79M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
52.2K
New
$114.52 - $127.8 $5.98M - $6.67M
52.2K $6.55M
PG
Procter & Gamble CO

Consumer Defensive
37.3K
New
$160.76 - $177.82 $6M - $6.63M
37.3K $6.46M
AMZN
Amazon Com Inc

Consumer Cyclical
33.4K
New
$161.02 - $200.0 $5.38M - $6.68M
33.4K $6.23M
MSFT
Microsoft Corp

Technology
11.9K
New
$395.15 - $467.56 $4.69M - $5.54M
11.9K $5.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
17.5K
New
$194.66 - $225.97 $3.41M - $3.96M
17.5K $3.85M
ADI
Analog Devices Inc

Technology
15K
New
$200.56 - $243.33 $3M - $3.64M
15K $3.45M
TMUS
T Mobile Us, Inc.

Communication Services
16.3K
New
$175.14 - $206.36 $2.86M - $3.37M
16.3K $3.37M
HON
Honeywell International Inc

Industrials
13.4K
New
$196.73 - $220.21 $2.63M - $2.95M
13.4K $2.77M
WMT
Walmart Inc.

Consumer Defensive
33.9K
New
$66.91 - $81.4 $2.27M - $2.76M
33.9K $2.74M
LRCX
Lam Research Corp

Technology
3.25K
New
$731.56 - $1127.3 $2.38M - $3.66M
3.25K $2.65M
HD
Home Depot, Inc.

Consumer Cyclical
6.49K
New
$333.64 - $405.2 $2.17M - $2.63M
6.49K $2.63M
INTU
Intuit Inc

Technology
4.14K
New
$602.97 - $670.49 $2.5M - $2.78M
4.14K $2.57M
FTCS
First Trust Capital Strength E

ETFs
27K
New
$83.58 - $90.94 $2.26M - $2.46M
27K $2.45M
QCOM
Qualcomm Inc

Technology
14.1K
New
$156.12 - $209.64 $2.19M - $2.95M
14.1K $2.39M
TJX
Tjx Companies Inc

Consumer Cyclical
20.3K
New
$107.93 - $120.23 $2.19M - $2.44M
20.3K $2.38M
IVV
Ishares Core S&P 500 ETF

ETFs
3.84K
New
$520.18 - $576.82 $2M - $2.21M
3.84K $2.21M
OEF
Ishares S&P 100 ETF

ETFs
8.19K
New
$266.03 - $266.03 $2.18M - $2.18M
8.19K $2.18M
PHM
Pultegroup Inc

Consumer Cyclical
14.6K
New
$103.95 - $144.98 $1.52M - $2.12M
14.6K $2.1M
BSX
Boston Scientific Corp

Healthcare
24.6K
New
$72.96 - $84.0 $1.8M - $2.07M
24.6K $2.06M
ON
On Semiconductor Corp

Technology
24.6K
New
$66.39 - $78.74 $1.64M - $1.94M
24.6K $1.79M
KO
Coca Cola CO

Consumer Defensive
21.7K
New
$62.69 - $73.01 $1.36M - $1.59M
21.7K $1.56M
RDVY
First Trust Rising Dividend Ac

ETFs
25.6K
New
$53.68 - $59.24 $1.37M - $1.51M
25.6K $1.51M
AMD
Advanced Micro Devices Inc

Technology
8.66K
New
$128.67 - $183.96 $1.11M - $1.59M
8.66K $1.42M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
19.9K
New
$59.61 - $60.15 $1.18M - $1.19M
19.9K $1.19M
FVAL
Fidelity Covington Tr Value Fa

ETFs
19K
New
$55.27 - $60.6 $1.05M - $1.15M
19K $1.15M
FISV
Fiserv Inc

Technology
8.07K
New
N/A
8.07K $1.01M
GVI
Ishares Tr

ETFs
9.13K
New
$103.17 - $107.43 $942K - $980K
9.13K $977K
ITW
Illinois Tool Works Inc

Industrials
3.57K
New
$233.14 - $263.97 $831K - $941K
3.57K $934K
IWD
Ishares Russell 1000 Val ETF

ETFs
4.48K
New
$173.36 - $189.8 $776K - $850K
4.48K $850K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
17.4K
New
$43.5 - $45.75 $757K - $797K
17.4K $796K
RTX
Raytheon Technologies Corp

Industrials
6.57K
New
$99.55 - $123.34 $654K - $810K
6.57K $795K
AOK
Ishares Tr Core Conservative A

ETFs
17.6K
New
$36.8 - $38.71 $649K - $682K
17.6K $681K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
9.03K
New
$69.16 - $76.64 $624K - $692K
9.03K $678K
VIG
Vanguard Dividend Appreciation

ETFs
3.71K
New
$182.15 - $182.15 $676K - $676K
3.71K $675K
UPS
United Parcel Service Inc

Industrials
4.93K
New
$123.32 - $147.38 $608K - $727K
4.93K $672K
LOW
Lowes Companies Inc

Consumer Cyclical
2.44K
New
$213.3 - $270.78 $520K - $661K
2.44K $660K
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
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
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
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