Darwin Advisors, LLC Portfolio Holdings
Darwin Advisors, LLC
- $356 Million
- Q3 2024
Darwin Advisors, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $356 Million distributed in 648 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Two Rds Shared Tr with a value of $14.4M, Vanguard Mega Cap Growth ETF with a value of $14.1M, Ishares Tr Msci Eafe ETF with a value of $13.6M, Apple Inc. with a value of $12.1M, and Invesco Qqq Trust, Series 1 with a value of $11.4M.
Examining the 13F form we can see an increase of $159M in the current position value, from $197M to 356M.
Below you can find more details about Darwin Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$356 Million
ETFs: $243 Million
Technology: $47.7 Million
Consumer Cyclical: $15.6 Million
Consumer Defensive: $12.7 Million
Communication Services: $11.9 Million
Industrials: $9.85 Million
Financial Services: $6.83 Million
Healthcare: $5.42 Million
Other: $2.08 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 648
- Current Value $356 Million
- Prior Value $197 Million
- Filing
- Period Q3 2024
- Filing Date November 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 570 stocks
- Additional Purchases 18 stocks
- Sold out of 0 stocks
- Reduced holdings in 57 stocks