Darwin Advisors, LLC Reduced Holdings in Q3 2025

Darwin Advisors, LLC

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PHM
Pultegroup Inc

Consumer Cyclical
-9.87K
- 97.38%
$108.0 - $141.42 $1.07M - $1.4M
265 $35K
ADBE
Adobe Inc.

Technology
-1.93K
- 75.29%
$333.65 - $392.1 $645K - $758K
634 $223K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-7.32K
- 46.25%
$49.0 - $51.91 $359K - $380K
8.5K $441K
XLY
Select Sector Spdr Consumer Di

ETFs
-2.17K
- 15.27%
$216.09 - $242.18 $468K - $525K
12K $2.88M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-2.57K
- 29.93%
$47.96 - $50.54 $123K - $130K
6.01K $303K
GLD
Spdr Gold Trust

ETFs
-722
- 23.04%
$300.96 - $355.47 $217K - $257K
2.41K $857K
KKR
Kkr & Co. Inc.

Financial Services
-227
- 2.58%
$129.95 - $152.16 $29.5K - $34.5K
8.57K $1.11M
HON
Honeywell International Inc

Industrials
-45
- 2.21%
$207.7 - $240.4 $9.35K - $10.8K
2K $419K
PHYS
Sprott Physical Gold Trust

Financial Services
-4.45K
- 23.07%
$25.02 - $29.62 $111K - $132K
14.8K $439K
GVI
Ishares Tr

ETFs
-401
- 4.96%
$105.8 - $107.81 $42.4K - $43.2K
7.69K $826K
HYLS
First Tr Tactical High Yield L

ETFs
-805
- 1.28%
$41.62 - $42.32 $33.5K - $34.1K
62.3K $2.62M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-431
- 14.98%
$52.12 - $55.33 $22.5K - $23.8K
2.45K $135K
FSIG
First Tr ETF Iv LTD Duration I
-888
- 2.5%
$19.03 - $19.33 $16.9K - $17.2K
34.6K $664K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-330
- 22.7%
$50.18 - $52.89 $16.6K - $17.5K
1.12K $59K
XOM
Exxon Mobil Corp

Energy
-140
- 15.98%
$105.83 - $117.22 $14.8K - $16.4K
736 $82K
O
Realty Income Corp

Real Estate
-253
- 20.96%
$56.13 - $60.79 $14.2K - $15.4K
954 $57K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-195
- 1.29%
$59.81 - $60.11 $11.7K - $11.7K
14.9K $894K
VRT
Vertiv Holdings CO

Industrials
-66
- 0.45%
N/A
14.5K $1.25M
VIG
Vanguard Dividend Appreciation

ETFs
-30
- 1.18%
N/A
2.52K $458K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-138
- 4.04%
$101.12 - $106.18 $14K - $14.7K
3.28K $337K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-35
- 12.28%
$182.33 - $194.5 $6.38K - $6.81K
250 $48K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.01K
- 1.3%
$43.36 - $44.8 $43.6K - $45K
76.2K $3.38M
HYG
Ishares Tr

ETFs
-57
- 3.91%
$79.85 - $81.32 $4.55K - $4.64K
1.4K $113K
PAVE
Global X Fds Us Infrastructure

ETFs
-137
- 24.2%
$44.02 - $47.63 $6.03K - $6.53K
429 $20K
BUG
Global X Fds Cybersecurity ETF

ETFs
-61
- 21.86%
$32.23 - $37.41 $1.97K - $2.28K
218 $7K
FIW
First Trust Water ETF

ETFs
-19
- 24.36%
$107.54 - $115.08 $2.04K - $2.19K
59 $6K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-25
- 26.32%
$95.86 - $104.94 $2.4K - $2.62K
70 $7K
SNSR
Global X Fds Internet Of Thing

ETFs
-49
- 21.68%
$36.13 - $39.89 $1.77K - $1.95K
177 $6K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-36
- 1.78%
$72.01 - $74.44 $2.59K - $2.68K
1.98K $145K
IEF
Ishares Barclays

ETFs
-10
- 43.48%
$93.91 - $97.26 $939 - $973
13 $1K
AOA
Ishares Tr Core Aggressive All

ETFs
-6
- 15.38%
$82.71 - $88.14 $496 - $529
33 $2K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-65
- 8.74%
$18.32 - $18.72 $1.19K - $1.22K
679 $12K
SKYY
First Trust Cloud Computing Et

ETFs
-19
- 22.09%
$118.24 - $138.53 $2.25K - $2.63K
67 $9K
VPN
Global X Fds Data Ctr Reits &

ETFs
-117
- 16.98%
N/A
572 $9K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6
- 5.13%
$39.8 - $42.86 $239 - $257
111 $4K
Amplify ETF Tr
-40
- 34.19%
N/A
77 $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3
- 3.45%
$107.66 - $112.36 $323 - $337
84 $9K
Arista Networks Inc
-443
- 40.38%
N/A
654 $0
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-7
- 5.79%
$44.66 - $47.89 $313 - $335
114 $5K
Lam Research Corp
-540
- 1.53%
N/A
34.8K $0
FTCS
First Trust Capital Strength E

ETFs
-586
- 2.95%
$89.72 - $93.74 $52.6K - $54.9K
19.3K $1.81M
ACWF
Ishares Msci Global Multifacto

ETFs
-1.35K
- 3.72%
N/A
34.9K $0
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-2
- 20.0%
$21.99 - $23.38 $44 - $46.8
8 $0
VT
Vanguard Total World Stk Index

ETFs
-2
- 1.98%
$128.41 - $138.03 $257 - $276
99 $13K
IVW
Ishares S&P 500 Growth ETF

ETFs
-19
- 6.88%
$108.97 - $121.65 $2.07K - $2.31K
257 $31K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-35
- 1.39%
$45.4 - $47.61 $1.59K - $1.67K
2.49K $118K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-4
- 11.43%
$103.83 - $179.9 $415 - $720
31 $5K
ARKQ
Ark Autonomous Technology & Ro

ETFs
-9
- 6.82%
$86.2 - $111.56 $776 - $1K
123 $13K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-44
- 5.44%
$49.31 - $57.77 $2.17K - $2.54K
765 $43K
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
Track This Portfolio

Track Darwin Advisors, LLC Portfolio

Follow Darwin Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Darwin Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Darwin Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email