Darwin Advisors, LLC Sells in Q2 2025

Darwin Advisors, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-17
- 3.9%
$390.26 - $489.06 $6.63K - $8.31K
419 $169K
LLY
Eli Lilly & CO

Healthcare
-66
- 15.49%
$713.71 - $898.95 $47.1K - $59.3K
360 $280K
STLD
Steel Dynamics Inc

Basic Materials
-975
- 97.31%
N/A
27 $2K
MO
Altria Group, Inc.

Consumer Defensive
-1.83K
- 80.05%
$55.56 - $60.91 $101K - $111K
455 $26K
HUM
Humana Inc

Healthcare
-270
- 94.74%
$224.93 - $295.04 $60.7K - $79.7K
15 $3K
IVE
Ishares S&P 500 Value ETF

ETFs
-432
- 45.19%
$168.34 - $195.42 $72.7K - $84.4K
524 $102K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-1.92K
- 82.55%
$42.51 - $43.7 $81.4K - $83.7K
405 $17K
AMGN
Amgen Inc

Healthcare
-197
- 29.01%
$262.28 - $309.85 $51.7K - $61K
482 $134K
CAT
Caterpillar Inc

Industrials
-204
- 45.33%
$273.94 - $388.21 $55.9K - $79.2K
246 $95K
RDVY
First Trust Rising Dividend Ac

ETFs
-2.71K
- 10.61%
$51.6 - $62.74 $140K - $170K
22.8K $1.43M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.77K
- 41.21%
$41.55 - $46.04 $73.6K - $81.5K
2.53K $116K
RTX
Raytheon Technologies Corp

Industrials
-1.63K
- 24.81%
$113.75 - $148.48 $185K - $242K
4.94K $720K
BA
Boeing CO

Industrials
-491
- 86.44%
$136.59 - $217.51 $67.1K - $107K
77 $16K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-2.95K
- 30.43%
$20.72 - $21.36 $61.1K - $63K
6.75K $142K
DGRO
Ishares Core Dividend Growth E

ETFs
-997
- 59.7%
$55.22 - $63.94 $55.1K - $63.7K
673 $43K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.02K
- 43.7%
$58.41 - $72.69 $59.3K - $73.9K
1.31K $95K
AMAT
Applied Materials Inc

Technology
-134
- 7.22%
$126.95 - $183.52 $17K - $24.6K
1.72K $315K
KR
Kroger CO

Consumer Defensive
-1.05K
- 95.12%
$64.62 - $74.0 $68K - $77.9K
54 $3K
FIS
Fidelity National Information Services, Inc.

Technology
-683
- 95.13%
$68.14 - $82.13 $46.5K - $56.1K
35 $2K
PFE
Pfizer Inc

Healthcare
-1.78K
- 57.06%
$21.59 - $24.84 $38.4K - $44.2K
1.34K $32K
VUG
Vanguard Growth ETF

ETFs
-151
- 53.36%
$329.49 - $438.4 $49.8K - $66.2K
132 $57K
ACN
Accenture PLC

Technology
-24
- 3.12%
$279.23 - $323.21 $6.7K - $7.76K
746 $222K
MCO
Moodys Corp

Financial Services
-110
- 52.38%
$396.7 - $501.59 $43.6K - $55.2K
100 $50K
XLU
Utilities Sector Spdr

ETFs
-616
Closed
$73.09 - $82.77 $45K - $51K
0 $0
MCD
Mcdonalds Corp

Consumer Cyclical
-136
- 19.57%
$285.55 - $321.23 $38.8K - $43.7K
559 $163K
VEU
Vanguard Ftse All World Ex Us

ETFs
-746
- 89.99%
$54.19 - $67.22 $40.4K - $50.1K
83 $5K
INTC
Intel Corp

Technology
-1.98K
- 97.54%
$18.13 - $22.69 $35.9K - $44.9K
50 $1K
CLX
Clorox CO

Consumer Defensive
-210
- 46.67%
$118.01 - $148.69 $24.8K - $31.2K
240 $28K
PAVE
Global X Fds Us Infrastructure

ETFs
-1.09K
- 65.88%
$33.78 - $43.68 $36.9K - $47.7K
566 $24K
SPGI
S&P Global Inc.

Financial Services
-87
- 16.54%
$438.31 - $527.29 $38.1K - $45.9K
439 $231K
TXN
Texas Instruments Inc

Technology
-197
- 90.78%
N/A
20 $3K
SO
Southern CO

Utilities
-437
- 43.44%
$84.91 - $92.56 $37.1K - $40.4K
569 $52K
SQ
Block, Inc.

Technology
-477
- 43.01%
N/A
632 $36K
CSX
Csx Corp

Industrials
-1.02K
- 60.33%
$26.69 - $32.91 $27.3K - $33.6K
672 $21K
UNP
Union Pacific Corp

Industrials
-128
- 31.76%
$208.27 - $238.46 $26.7K - $30.5K
275 $63K
DHR
Danaher Corp

Healthcare
-95
- 47.74%
$174.64 - $205.16 $16.6K - $19.5K
104 $20K
VZ
Verizon Communications Inc

Communication Services
-445
- 4.79%
$41.67 - $45.62 $18.5K - $20.3K
8.84K $382K
SBUX
Starbucks Corp

Consumer Cyclical
-229
- 12.05%
$79.69 - $99.41 $18.2K - $22.8K
1.67K $153K
NEE
Nextera Energy Inc

Utilities
-207
- 17.44%
$64.11 - $75.0 $13.3K - $15.5K
980 $68K
HRB
H&R Block Inc

Consumer Cyclical
-450
- 83.49%
$54.32 - $63.04 $24.4K - $28.4K
89 $4K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-640
- 93.57%
$45.12 - $46.23 $28.9K - $29.6K
44 $2K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-353
- 29.52%
$82.21 - $83.12 $29K - $29.3K
843 $69K
STLA
Stellantis N.V.

Consumer Cyclical
-1.62K
- 48.87%
$8.53 - $11.27 $13.8K - $18.2K
1.69K $16K
WST
West Pharmaceutical Services Inc

Healthcare
-4
- 1.15%
$190.39 - $227.7 $762 - $911
344 $75K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-244
- 54.71%
$144.94 - $210.94 $35.4K - $51.5K
202 $42K
SYY
Sysco Corp

Consumer Defensive
-332
- 44.86%
$68.0 - $75.91 $22.6K - $25.2K
408 $30K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-446
- 13.42%
$45.11 - $52.34 $20.1K - $23.3K
2.88K $150K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-141
- 33.1%
$152.42 - $182.82 $21.5K - $25.8K
285 $52K
MRK
Merck & Co., Inc.

Healthcare
-187
- 67.27%
$73.47 - $87.12 $13.7K - $16.3K
91 $7K
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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