Darwin Advisors, LLC New Holdings in Q3 2024

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
2.17K
New
$161.9 - $179.3 $351K - $389K
2.17K $368K
BRO
Brown & Brown, Inc.

Financial Services
3.4K
New
$89.11 - $105.82 $303K - $360K
3.4K $352K
PHYS
Sprott Physical Gold Trust

Financial Services
16.9K
New
$18.12 - $20.72 $307K - $351K
16.9K $345K
RJF
Raymond James Financial Inc

Financial Services
2.55K
New
$106.39 - $125.13 $271K - $319K
2.55K $311K
FDMO
Fidelity Covington Tr Momentum

ETFs
4.39K
New
$58.85 - $66.21 $258K - $291K
4.39K $290K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
604
New
$405.19 - $478.57 $245K - $289K
604 $277K
ALL
Allstate Corp

Financial Services
1.45K
New
$158.43 - $192.86 $230K - $279K
1.45K $274K
TMO
Thermo Fisher Scientific Inc.

Healthcare
436
New
$531.86 - $624.21 $232K - $272K
436 $269K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.69K
New
$109.16 - $155.35 $185K - $263K
1.69K $261K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.27K
New
$96.25 - $101.98 $219K - $232K
2.27K $230K
AMGN
Amgen Inc

Healthcare
679
New
$309.38 - $337.38 $210K - $229K
679 $218K
FDN
First Tr Fd Dow Jones

ETFs
1.03K
New
$183.68 - $212.48 $189K - $219K
1.03K $217K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.69K
New
$117.9 - $128.2 $199K - $216K
1.69K $216K
SGOL
Abrdn Gold ETF Trust

ETFs
8.49K
New
$22.26 - $25.51 $189K - $217K
8.49K $213K
MCD
Mcdonalds Corp

Consumer Cyclical
695
New
$245.82 - $304.51 $171K - $212K
695 $211K
JBL
Jabil Inc

Technology
1.63K
New
$97.55 - $126.65 $159K - $207K
1.63K $195K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.3K
New
$42.66 - $45.18 $183K - $194K
4.3K $193K
FDLO
Fidelity Covington Tr Low Vola

ETFs
3.14K
New
$56.38 - $61.35 $177K - $193K
3.14K $192K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.51K
New
$71.45 - $75.64 $179K - $190K
2.51K $188K
IVE
Ishares S&P 500 Value ETF

ETFs
956
New
$181.06 - $197.17 $173K - $188K
956 $188K
WU
Western Union CO

Financial Services
15.5K
New
$11.35 - $12.97 $176K - $201K
15.5K $185K
SBUX
Starbucks Corp

Consumer Cyclical
1.9K
New
$72.51 - $98.6 $138K - $187K
1.9K $185K
CSCO
Cisco Systems, Inc.

Technology
3.42K
New
$44.74 - $53.22 $153K - $182K
3.42K $182K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.9K
New
$84.77 - $97.13 $161K - $185K
1.9K $182K
AWK
American Water Works Company, Inc.

Utilities
1.22K
New
$127.76 - $149.9 $155K - $182K
1.22K $177K
CAT
Caterpillar Inc

Industrials
450
New
$316.8 - $391.12 $143K - $176K
450 $176K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.32K
New
$48.51 - $52.86 $161K - $176K
3.32K $175K
DIS
Walt Disney CO

Communication Services
1.83K
New
$85.6 - $98.61 $156K - $180K
1.83K $175K
GIS
General Mills Inc

Consumer Defensive
2.37K
New
$62.5 - $75.15 $148K - $178K
2.37K $175K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
304
New
$523.84 - $572.02 $159K - $174K
304 $173K
PGR
Progressive Corp

Financial Services
643
New
$209.46 - $259.24 $135K - $167K
643 $163K
FDL
First Tr Morningstar Dividend

ETFs
3.84K
New
$37.66 - $42.06 $144K - $161K
3.84K $160K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.74K
New
$79.58 - $91.64 $139K - $160K
1.74K $157K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.33K
New
$60.84 - $67.51 $141K - $157K
2.33K $156K
TGT
Target Corp

Consumer Defensive
980
New
$133.47 - $159.25 $131K - $156K
980 $152K
QTEC
First Trust Nasdaq 100 Technol

ETFs
782
New
$169.92 - $205.38 $133K - $161K
782 $149K
HYG
Ishares Tr

ETFs
1.73K
New
$76.72 - $80.36 $133K - $139K
1.73K $138K
IWB
Ishares Tr Russell 1000 ETF

ETFs
413
New
$283.28 - $314.39 $117K - $130K
413 $129K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.09K
New
$105.53 - $118.34 $115K - $129K
1.09K $127K
CCL
Carnival Corp

Consumer Cyclical
6.65K
New
$14.01 - $19.18 $93.2K - $128K
6.65K $122K
MO
Altria Group, Inc.

Consumer Defensive
2.28K
New
$45.95 - $54.71 $105K - $125K
2.28K $116K
IWM
Ishares Russell 2000 ETF

ETFs
514
New
$200.87 - $224.6 $103K - $115K
514 $113K
KKR
Kkr & Co. Inc.

Financial Services
872
New
$104.51 - $133.23 $91.1K - $116K
872 $113K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.26K
New
$79.92 - $88.19 $101K - $111K
1.26K $111K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
2.73K
New
$37.82 - $40.43 $103K - $110K
2.73K $110K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.32K
New
$75.88 - $83.21 $100K - $110K
1.32K $110K
VUG
Vanguard Growth ETF

ETFs
283
New
$341.08 - $391.94 $96.5K - $111K
283 $108K
HP
Helmerich & Payne, Inc.

Energy
3.48K
New
$29.65 - $41.17 $103K - $143K
3.48K $105K
DGRO
Ishares Core Dividend Growth E

ETFs
1.67K
New
$57.47 - $62.76 $96K - $105K
1.67K $104K
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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