Darwin Advisors, LLC Sells in Q2 2025

Darwin Advisors, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
-100
- 95.24%
N/A
5 $0
NKE
Nike, Inc.

Consumer Cyclical
-30
- 23.62%
$53.27 - $72.04 $1.6K - $2.16K
97 $6K
RE
Everest Re Group LTD

Financial Services
-14
- 2.55%
N/A
535 $198K
EFV
Msci Eafe Value ETF

ETFs
-79
- 73.83%
$52.4 - $64.65 $4.14K - $5.11K
28 $1K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-38
- 66.67%
$91.23 - $97.27 $3.47K - $3.7K
19 $1K
IWN
Ishares Russell2000 Val ETF

ETFs
-22
- 22.0%
$131.84 - $157.76 $2.9K - $3.47K
78 $12K
EFG
Msci Eafe Growth ETF

ETFs
-37
- 69.81%
$89.8 - $112.0 $3.32K - $4.14K
16 $1K
PFF
Ishares Trust Ishares Pfd And

ETFs
-26
- 1.9%
$29.0 - $30.68 $754 - $798
1.34K $41K
PAYX
Paychex Inc

Industrials
-65
- 10.25%
$137.01 - $159.78 $8.91K - $10.4K
569 $82K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-26
- 42.62%
$99.37 - $134.05 $2.58K - $3.49K
35 $3K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-33
- 94.29%
$102.02 - $103.5 $3.37K - $3.42K
2 $0
SNAP
Snap Inc

Communication Services
-43
- 2.9%
$7.23 - $9.21 $311 - $396
1.44K $12K
BMY
Bristol Myers Squibb CO

Healthcare
-14
- 2.51%
$44.12 - $59.6 $618 - $834
544 $25K
VTRS
Viatris Inc

Healthcare
-248
- 74.03%
$7.26 - $9.12 $1.8K - $2.26K
87 $0
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
-21
- 7.34%
$62.77 - $80.81 $1.32K - $1.7K
265 $21K
VT
Vanguard Total World Stk Index

ETFs
-16
- 13.68%
$103.16 - $128.52 $1.65K - $2.06K
101 $12K
IYW
Ishares Dj Us Tech ETF

ETFs
-15
- 78.95%
$122.57 - $173.27 $1.84K - $2.6K
4 $0
NSC
Norfolk Southern Corp

Industrials
-12
- 13.79%
$206.34 - $257.46 $2.48K - $3.09K
75 $19K
BBAX
J P Morgan Betabuilders Develo

ETFs
-40
- 83.33%
$42.69 - $54.65 $1.71K - $2.19K
8 $0
FIW
First Trust Water ETF

ETFs
-12
- 13.33%
$90.26 - $108.05 $1.08K - $1.3K
78 $8K
SNSR
Global X Fds Internet Of Thing

ETFs
-35
- 13.41%
$27.45 - $37.76 $961 - $1.32K
226 $8K
KHC
Kraft Heinz CO

Consumer Defensive
-1
- 0.61%
$25.61 - $30.81 $25.6 - $30.8
163 $4K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
-35
- 13.62%
$43.64 - $45.44 $1.53K - $1.59K
222 $10K
ADP
Automatic Data Processing Inc

Industrials
-34
- 11.15%
$276.76 - $326.81 $9.41K - $11.1K
271 $83K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-31
- 70.45%
$29.07 - $29.38 $901 - $911
13 $0
First Tr Exchng Traded Fd Vi
-5
- 0.04%
N/A
13.1K $0
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-14
- 12.84%
$74.67 - $97.29 $1.05K - $1.36K
95 $9K
FCEF
First Tr Exchange Traded Fd Vi
-9
- 64.29%
N/A
5 $0
FDLO
Fidelity Covington Tr Low Vola

ETFs
-69
- 2.2%
$54.44 - $62.8 $3.76K - $4.33K
3.07K $192K
AMP
Ameriprise Financial Inc

Financial Services
-1
- 12.5%
$422.19 - $533.73 $422 - $534
7 $3K
Amplify ETF Tr
-18
- 13.33%
N/A
117 $0
ANSS
Ansys Inc

Technology
-2
- 11.76%
$284.19 - $351.22 $568 - $702
15 $5K
Veralto Corp
-31
- 49.21%
N/A
32 $0
Bank America Corp
-13
- 33.33%
N/A
26 $0
ALGN
Align Technology Inc

Healthcare
-2
- 66.67%
$144.32 - $190.42 $289 - $381
1 $0
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-1
- 1.2%
$53.27 - $54.27 $53.3 - $54.3
82 $4K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6
- 33.33%
$39.89 - $49.46 $239 - $297
12 $0
SKYY
First Trust Cloud Computing Et

ETFs
-17
- 16.5%
$89.46 - $121.64 $1.52K - $2.07K
86 $10K
Ge Healthcare Technologies I
-87
- 26.2%
N/A
245 $0
Ge Vernova Inc
-78
- 64.46%
N/A
43 $0
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-8
- 44.44%
$21.37 - $22.67 $171 - $181
10 $0
EEM
Ishares Msci Emerging Markets

ETFs
-11
- 57.89%
$38.52 - $48.28 $424 - $531
8 $0
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-11
- 26.83%
$60.34 - $74.89 $664 - $824
30 $2K
Rbb Fd Inc
-413
- 82.93%
N/A
85 $0
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-12
- 9.3%
$32.66 - $40.75 $392 - $489
117 $4K
BYLD
Ishares Tr Yield Optimized Bd
-1.64K
- 44.3%
N/A
2.06K $0
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-11
- 24.44%
$55.24 - $68.55 $608 - $754
34 $2K
OGN
Organon & Co.

Healthcare
-9
- 90.0%
$8.04 - $14.72 $72.4 - $132
1 $0
ACWF
Ishares Msci Global Multifacto

ETFs
-12.5K
- 25.67%
N/A
36.2K $0
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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