Darwin Advisors, LLC Purchases in Q3 2024

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
1
+ 0.02%
$272.52 - $333.02 $273 - $333
6.48K $2.15M
MO
Altria Group, Inc.

Consumer Defensive
2.28K
New
$45.95 - $54.71 $105K - $125K
2.28K $116K
KKR
Kkr & Co. Inc.

Financial Services
872
New
$104.51 - $133.23 $91.1K - $116K
872 $113K
IWM
Ishares Russell 2000 ETF

ETFs
514
New
$200.87 - $224.6 $103K - $115K
514 $113K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.26K
New
$79.92 - $88.19 $101K - $111K
1.26K $111K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.32K
New
$75.88 - $83.21 $100K - $110K
1.32K $110K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
2.73K
New
$37.82 - $40.43 $103K - $110K
2.73K $110K
VUG
Vanguard Growth ETF

ETFs
283
New
$341.08 - $391.94 $96.5K - $111K
283 $108K
HP
Helmerich & Payne, Inc.

Energy
3.48K
New
$29.65 - $41.17 $103K - $143K
3.48K $105K
WST
West Pharmaceutical Services Inc

Healthcare
348
New
$277.16 - $333.3 $96.5K - $116K
348 $104K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.32K
New
$42.76 - $45.16 $99.2K - $105K
2.32K $103K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
9.34K
New
$10.64 - $11.07 $99.4K - $103K
9.34K $103K
IBM
International Business Machines Corp

Technology
466
New
$175.1 - $223.38 $81.6K - $104K
466 $103K
AVGO
Broadcom Inc.

Technology
14.2K
+ 866.12%
$136.27 - $1745.86 $1.94M - $24.9M
15.9K $2.74M
IWP
Ishares Russell Mid Cap Growth

ETFs
854
New
$103.87 - $117.59 $88.7K - $100K
854 $100K
NEE
Nextera Energy Inc

Utilities
1.19K
New
$69.9 - $84.97 $83K - $101K
1.19K $100K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.2K
New
$81.31 - $83.29 $97.2K - $99.6K
1.2K $99K
UNP
Union Pacific Corp

Industrials
403
New
$221.78 - $256.09 $89.4K - $103K
403 $99K
MCO
Moodys Corp

Financial Services
210
New
$421.49 - $494.67 $88.5K - $104K
210 $99K
STLD
Steel Dynamics Inc

Basic Materials
1K
New
N/A
1K $98K
BAC
Bank Of America Corp

Financial Services
2.46K
New
$36.65 - $44.13 $90.2K - $109K
2.46K $97K
WM
Waste Management Inc

Industrials
450
New
$196.96 - $223.45 $88.6K - $101K
450 $93K
PFE
Pfizer Inc

Healthcare
3.12K
New
$27.7 - $31.39 $86.4K - $97.9K
3.12K $90K
HUM
Humana Inc

Healthcare
285
New
$310.25 - $404.52 $88.4K - $115K
285 $90K
SO
Southern CO

Utilities
1.01K
New
$77.0 - $90.52 $77.5K - $91.1K
1.01K $90K
FDRR
Fidelity Covington Tr Divid Et

ETFs
1.71K
New
$46.51 - $51.5 $79.4K - $87.9K
1.71K $87K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
206
New
$386.81 - $423.12 $79.7K - $87.2K
206 $87K
BA
Boeing CO

Industrials
568
New
$152.04 - $190.6 $86.4K - $108K
568 $86K
PAYX
Paychex Inc

Industrials
634
New
$116.17 - $135.19 $73.7K - $85.7K
634 $85K
ADP
Automatic Data Processing Inc

Industrials
305
New
$233.44 - $279.45 $71.2K - $85.2K
305 $84K
EMB
Ishares Tr

ETFs
882
New
$87.75 - $93.74 $77.4K - $82.7K
882 $82K
VCR
Vanguard Consumer Discretionar

ETFs
241
New
$291.88 - $341.94 $70.3K - $82.4K
241 $82K
FTNT
Fortinet, Inc.

Technology
1.02K
New
$55.39 - $77.55 $56.5K - $79.1K
1.02K $79K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
1.66K
New
$44.87 - $47.18 $74.5K - $78.4K
1.66K $78K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.08K
New
$63.74 - $73.47 $69K - $79.6K
1.08K $77K
VTI
Vanguard Total Stock Market Et

ETFs
272
New
$255.18 - $283.2 $69.4K - $77K
272 $77K
PETQ
Pet Iq, Inc.

Healthcare
2.47K
New
$20.57 - $30.79 $50.8K - $76.1K
2.47K $76K
QUAL
Ishares Msci Usa Quality Facto

ETFs
426
New
$162.64 - $179.3 $69.3K - $76.4K
426 $76K
SQ
Block, Inc.

Technology
1.11K
New
$57.21 - $72.07 $63.4K - $79.9K
1.11K $74K
CLX
Clorox CO

Consumer Defensive
450
New
$131.73 - $166.97 $59.3K - $75.1K
450 $73K
ED
Consolidated Edison Inc

Utilities
684
New
$88.42 - $104.97 $60.5K - $71.8K
684 $71K
XAR
Spdr S&P Aerospace & Defense E

ETFs
446
New
$139.03 - $157.34 $62K - $70.2K
446 $70K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.91K
New
$16.42 - $18.12 $64.2K - $70.8K
3.91K $70K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
1.12K
+ 7.53%
$42.73 - $44.94 $47.6K - $50.1K
15.9K $715K
PAVE
Global X Fds Us Infrastructure

ETFs
1.66K
New
$36.39 - $41.16 $60.4K - $68.3K
1.66K $68K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.51K
New
$23.06 - $26.41 $58K - $66.4K
2.51K $65K
TRP
Tc Energy Corp

Energy
1.38K
New
$37.48 - $47.9 $51.8K - $66.2K
1.38K $65K
O
Realty Income Corp

Real Estate
1.02K
New
$52.36 - $63.42 $53.4K - $64.6K
1.02K $64K
KR
Kroger CO

Consumer Defensive
1.11K
New
$50.43 - $57.3 $55.8K - $63.4K
1.11K $63K
Activity Summary
Buys All Purchases 588 New Holdings 570 Increased Positions 18 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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