Darwin Advisors, LLC Reduced Holdings in Q2 2025

Darwin Advisors, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AOK
Ishares Tr Core Conservative A

ETFs
-9.93K
- 56.33%
$36.09 - $39.07 $358K - $388K
7.7K $300K
XOM
Exxon Mobil Corp

Energy
-2.79K
- 76.13%
$99.93 - $119.04 $279K - $333K
876 $94K
XLI
Industrial Sector Spdr

ETFs
-3.7K
- 20.56%
$116.42 - $147.52 $430K - $545K
14.3K $2.11M
BRO
Brown & Brown, Inc.

Financial Services
-3.13K
- 92.06%
$104.48 - $124.43 $327K - $389K
270 $29K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-1.96K
- 46.5%
$157.93 - $175.89 $309K - $345K
2.25K $393K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-7.34K
- 46.14%
$41.22 - $48.01 $303K - $352K
8.57K $411K
UNH
Unitedhealth Group Inc

Healthcare
-63
- 6.29%
$274.35 - $599.47 $17.3K - $37.8K
939 $292K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.32K
- 8.56%
N/A
35.4K $3.04M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-4.73K
- 23.82%
$59.8 - $60.07 $283K - $284K
15.1K $905K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-551
- 50.0%
$456.74 - $568.03 $252K - $313K
551 $312K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.47K
- 32.78%
$166.82 - $194.23 $245K - $285K
3.01K $584K
SRLN
Ssga Active Trust

ETFs
-6.25K
- 22.68%
$39.47 - $41.59 $246K - $260K
21.3K $885K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-3.69K
- 64.62%
$68.13 - $74.77 $251K - $276K
2.02K $146K
TROW
Price T Rowe Group Inc

Financial Services
-2.38K
- 97.5%
$80.27 - $98.06 $191K - $234K
61 $5K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-1.64K
- 97.1%
$90.5 - $114.3 $149K - $188K
49 $5K
ALL
Allstate Corp

Financial Services
-1.35K
- 93.44%
$180.53 - $212.64 $244K - $288K
95 $19K
PEP
Pepsico Inc

Consumer Defensive
-1.3K
- 60.04%
$128.02 - $151.37 $167K - $197K
866 $114K
AVGO
Broadcom Inc.

Technology
-6.83K
- 43.0%
$146.29 - $275.65 $999K - $1.88M
9.05K $2.5M
JNJ
Johnson & Johnson

Healthcare
-1.39K
- 45.74%
$146.36 - $159.82 $203K - $222K
1.65K $251K
LOW
Lowes Companies Inc

Consumer Cyclical
-424
- 17.38%
$210.83 - $235.28 $89.4K - $99.8K
2.02K $447K
VIG
Vanguard Dividend Appreciation

ETFs
-1.16K
- 31.32%
N/A
2.55K $464K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.68K
- 16.3%
$320.42 - $424.58 $539K - $714K
8.64K $3.67M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.17K
- 61.72%
$91.43 - $91.74 $198K - $199K
1.34K $123K
JBL
Jabil Inc

Technology
-1.6K
- 98.04%
$116.88 - $218.1 $187K - $349K
32 $6K
WU
Western Union CO

Financial Services
-15.1K
- 97.14%
$8.37 - $10.63 $126K - $160K
444 $3K
FSIG
First Tr ETF Iv LTD Duration I
-9.3K
- 20.77%
$18.77 - $19.14 $175K - $178K
35.5K $678K
DUK
Duke Energy Corp

Utilities
-1.53K
- 41.78%
$112.46 - $124.05 $172K - $190K
2.13K $251K
IWY
Ishares Tr Russell 200 Growth

ETFs
-2.52K
- 14.39%
$187.5 - $246.51 $472K - $621K
15K $3.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
-330
- 30.47%
$496.48 - $617.85 $164K - $204K
753 $465K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-5.81K
- 74.12%
$24.98 - $25.66 $145K - $149K
2.03K $51K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.63K
- 85.48%
$82.96 - $110.1 $135K - $179K
276 $30K
MCHI
Ishares Msci China ETF

ETFs
-2.62K
- 91.82%
$45.22 - $55.86 $118K - $146K
233 $12K
AWK
American Water Works Company, Inc.

Utilities
-877
- 72.12%
$133.82 - $151.96 $117K - $133K
339 $47K
SPYG
Spdr Portfolio

ETFs
-9.23K
- 15.24%
$71.83 - $95.32 $663K - $879K
51.3K $4.89M
COST
Costco Wholesale Corp

Consumer Defensive
-224
- 24.75%
$908.13 - $1056.85 $203K - $237K
681 $674K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.21K
- 53.17%
$96.84 - $99.46 $117K - $120K
1.07K $105K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.59K
- 63.19%
$72.02 - $73.82 $114K - $117K
924 $68K
TGT
Target Corp

Consumer Defensive
-607
- 61.94%
$88.76 - $105.77 $53.9K - $64.2K
373 $36K
GVI
Ishares Tr

ETFs
-1.03K
- 11.33%
$104.82 - $106.79 $108K - $110K
8.09K $864K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-907
- 53.73%
$114.78 - $133.31 $104K - $121K
781 $104K
PGR
Progressive Corp

Financial Services
-439
- 68.27%
$255.27 - $288.74 $112K - $127K
204 $54K
GIS
General Mills Inc

Consumer Defensive
-1.06K
- 44.86%
$50.37 - $60.97 $53.6K - $64.9K
1.31K $67K
FVD
First Tr Value Line Divid Inde

ETFs
-2.32K
- 44.11%
$40.62 - $45.12 $94.3K - $105K
2.94K $131K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-2.67K
- 97.8%
$37.32 - $42.19 $99.7K - $113K
60 $2K
NOW
Service Now, Inc.

Technology
-154
- 40.53%
$721.65 - $1040.18 $111K - $160K
226 $232K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-796
- 8.82%
$66.5 - $71.25 $52.9K - $56.7K
8.23K $572K
ABBV
Abb Vie Inc.

Healthcare
-448
- 23.12%
$170.16 - $206.27 $76.2K - $92.4K
1.49K $276K
XLY
Select Sector Spdr Consumer Di

ETFs
-1.71K
- 10.76%
$176.34 - $218.59 $302K - $374K
14.2K $3.08M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-17
- 3.9%
$390.26 - $489.06 $6.63K - $8.31K
419 $169K
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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