Darwin Advisors, LLC Purchases in Q3 2025

Darwin Advisors, LLC

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
267
+ 6.41%
N/A
4.44K $1.18M
LOW
Lowes Companies Inc

Consumer Cyclical
31
+ 1.54%
$215.01 - $273.02 $6.67K - $8.46K
2.05K $514K
XLP
Consumer Staples Sector Spdr

ETFs
815
+ 7.14%
N/A
12.2K $929K
JPM
Jpmorgan Chase & CO

Financial Services
19
+ 0.88%
$282.78 - $316.06 $5.37K - $6.01K
2.19K $690K
COST
Costco Wholesale Corp

Consumer Defensive
111
+ 16.3%
$915.95 - $994.57 $102K - $110K
792 $733K
JNJ
Johnson & Johnson

Healthcare
18
+ 1.09%
$155.17 - $185.42 $2.79K - $3.34K
1.67K $308K
AMAT
Applied Materials Inc

Technology
91
+ 5.28%
$156.25 - $204.95 $14.2K - $18.7K
1.81K $371K
SPY
Spdr S&P 500 ETF Trust

ETFs
27
+ 3.59%
$617.65 - $666.84 $16.7K - $18K
780 $519K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
250
+ 11.09%
$172.72 - $179.11 $43.2K - $44.8K
2.5K $446K
WDAY
Workday, Inc.

Technology
198
+ 2.73%
$213.69 - $247.69 $42.3K - $49K
7.45K $1.79M
AOK
Ishares Tr Core Conservative A

ETFs
990
+ 12.86%
$38.64 - $40.17 $38.3K - $39.8K
8.69K $348K
RJF
Raymond James Financial Inc

Financial Services
5
+ 0.21%
$154.64 - $176.43 $773 - $882
2.43K $419K
LMT
Lockheed Martin Corp

Industrials
75
+ 31.25%
$410.74 - $499.21 $30.8K - $37.4K
315 $157K
FISV
Fiserv Inc

Technology
351
+ 4.33%
N/A
8.45K $1.06M
SHOP
Shopify Inc.

Technology
250
+ 2500.0%
$112.11 - $157.12 $28K - $39.3K
260 $38K
AWK
American Water Works Company, Inc.

Utilities
266
+ 78.47%
$135.05 - $147.0 $35.9K - $39.1K
605 $84K
CRSP
Crispr Therapeutics Ag

Healthcare
462
+ 99.78%
$48.51 - $68.14 $22.4K - $31.5K
925 $59K
BND
Vanguard Bd Index Fd Inc Total

ETFs
477
+ 51.62%
$72.57 - $74.72 $34.6K - $35.6K
1.4K $104K
MU
Micron Technology Inc

Technology
150
+ 81.08%
$104.88 - $168.89 $15.7K - $25.3K
335 $56K
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.53%
$237.77 - $353.61 $1.19K - $1.77K
944 $325K
FDMO
Fidelity Covington Tr Momentum

ETFs
3
+ 0.07%
$75.0 - $83.29 $225 - $250
4.33K $360K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
716
+ 176.79%
$43.1 - $44.6 $30.9K - $31.9K
1.12K $49K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.52K
+ 42.32%
$17.13 - $17.98 $26K - $27.3K
5.11K $90K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
264
+ 20.17%
$72.65 - $78.68 $19.2K - $20.8K
1.57K $123K
MA
Mastercard Inc

Financial Services
39
+ 5.08%
$550.18 - $598.96 $21.5K - $23.4K
806 $458K
TFC
Truist Financial Corp

Financial Services
600
+ 631.58%
$42.83 - $47.07 $25.7K - $28.2K
695 $31K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
243
+ 22.82%
$97.75 - $100.75 $23.8K - $24.5K
1.31K $131K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.18%
$567.77 - $614.76 $568 - $615
552 $338K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
185
+ 2.25%
$67.48 - $71.55 $12.5K - $13.2K
8.41K $596K
QTEC
First Trust Nasdaq 100 Technol

ETFs
58
+ 9.03%
$208.95 - $229.72 $12.1K - $13.3K
700 $160K
WST
West Pharmaceutical Services Inc

Healthcare
26
+ 7.56%
$210.08 - $279.1 $5.46K - $7.26K
370 $97K
CAT
Caterpillar Inc

Industrials
1
+ 0.41%
$390.92 - $477.15 $391 - $477
247 $117K
ORCL
Oracle Corp

Technology
65
+ 130.0%
$218.96 - $328.33 $14.2K - $21.3K
115 $32K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
18
+ 1.79%
$236.25 - $257.69 $4.25K - $4.64K
1.02K $262K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.05%
$301.44 - $365.84 $301 - $366
1.88K $607K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
696
+ 34.3%
$25.21 - $25.99 $17.5K - $18.1K
2.73K $70K
FE
Firstenergy Corp

Utilities
400
New
$39.76 - $45.82 $15.9K - $18.3K
400 $18K
CVX
Chevron Corp

Energy
55
+ 7.27%
$145.57 - $161.83 $8.01K - $8.9K
812 $126K
MRK
Merck & Co., Inc.

Healthcare
216
+ 237.36%
$77.6 - $87.37 $16.8K - $18.9K
307 $25K
GLW
Corning Inc

Technology
150
+ 103.45%
$51.6 - $82.03 $7.74K - $12.3K
295 $24K
WTRG
Essential Utilities, Inc.

Utilities
381
+ 169.33%
$36.73 - $39.9 $14K - $15.2K
606 $24K
ITW
Illinois Tool Works Inc

Industrials
6
+ 0.55%
$252.31 - $269.41 $1.51K - $1.62K
1.09K $284K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
12
+ 0.73%
$110.74 - $122.12 $1.33K - $1.47K
1.66K $200K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
100
+ 80.0%
$43.07 - $91.37 $4.31K - $9.14K
225 $20K
OKE
Oneok Inc

Energy
200
New
$71.36 - $83.47 $14.3K - $16.7K
200 $14K
HOOD
Robinhood Markets, Inc.

Technology
100
New
$91.27 - $143.18 $9.13K - $14.3K
100 $14K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
62
+ 7.94%
$132.9 - $142.03 $8.24K - $8.81K
843 $118K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.38%
$107.27 - $113.94 $858 - $912
2.1K $238K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
124
New
$100.63 - $112.27 $12.5K - $13.9K
124 $13K
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
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