Darwin Advisors, LLC Purchases in Q3 2025

Darwin Advisors, LLC

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
8
+ 0.38%
$116.31 - $125.93 $930 - $1.01K
2.14K $264K
RE
Everest Re Group LTD

Financial Services
33
+ 6.17%
N/A
568 $210K
WPM
Wheaton Precious Metals Corp.

Basic Materials
100
New
$86.72 - $111.84 $8.67K - $11.2K
100 $11K
MDT
Medtronic PLC

Healthcare
101
+ 54.01%
$87.67 - $95.74 $8.85K - $9.67K
288 $27K
VUG
Vanguard Growth ETF

ETFs
10
+ 7.58%
$433.97 - $484.08 $4.34K - $4.84K
142 $68K
BA
Boeing CO

Industrials
45
+ 58.44%
$209.79 - $237.38 $9.44K - $10.7K
122 $26K
FDLO
Fidelity Covington Tr Low Vola

ETFs
6
+ 0.2%
$62.44 - $65.87 $375 - $395
3.08K $202K
ESLT
Elbit Systems LTD

Industrials
20
New
$429.99 - $509.8 $8.6K - $10.2K
20 $10K
SE
Sea LTD

Consumer Cyclical
60
New
$146.23 - $196.5 $8.77K - $11.8K
60 $10K
COP
Conocophillips

Energy
100
+ 294.12%
$91.0 - $98.99 $9.1K - $9.9K
134 $12K
VZ
Verizon Communications Inc

Communication Services
61
+ 0.69%
$40.84 - $45.06 $2.49K - $2.75K
8.9K $391K
CSCO
Cisco Systems, Inc.

Technology
405
+ 2.0%
$66.2 - $71.79 $26.8K - $29.1K
20.7K $1.41M
FDRR
Fidelity Covington Tr Divid Et

ETFs
8
+ 0.46%
$54.44 - $58.63 $436 - $469
1.75K $102K
TTD
Trade Desk, Inc.

Technology
175
New
$43.93 - $89.76 $7.69K - $15.7K
175 $8K
WBD
Warner Bros. Discovery, Inc.

Communication Services
94
+ 11.56%
$10.78 - $19.82 $1.01K - $1.86K
907 $17K
CLX
Clorox CO

Consumer Defensive
58
+ 24.17%
$117.67 - $131.43 $6.82K - $7.62K
298 $36K
EMB
Ishares Tr

ETFs
56
+ 8.16%
$91.52 - $95.59 $5.13K - $5.35K
742 $70K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.36%
$291.67 - $316.99 $583 - $634
561 $170K
FDL
First Tr Morningstar Dividend

ETFs
20
+ 0.51%
$41.96 - $44.59 $839 - $892
3.91K $169K
AMGN
Amgen Inc

Healthcare
21
+ 4.36%
$271.18 - $309.22 $5.69K - $6.49K
503 $141K
ARTNA
Artesian Resources Corp

Utilities
232
New
$31.59 - $34.18 $7.33K - $7.93K
232 $7K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4
+ 0.3%
$84.28 - $89.46 $337 - $358
1.34K $119K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.23%
$133.81 - $152.16 $268 - $304
868 $121K
MP
Mp Materials Corp.

Basic Materials
115
New
$30.03 - $77.13 $3.45K - $8.87K
115 $7K
TDIV
First Trust Nasdaq Technology

ETFs
1
+ 0.14%
$89.27 - $100.33 $89.3 - $100
741 $73K
TTMI
Ttm Technologies Inc

Technology
110
New
$40.06 - $57.75 $4.41K - $6.35K
110 $6K
WING
Wingstop Inc.

Consumer Cyclical
25
New
$247.44 - $377.34 $6.19K - $9.43K
25 $6K
NEE
Nextera Energy Inc

Utilities
2
+ 0.2%
$69.77 - $77.54 $140 - $155
982 $74K
IWR
Ishares Russell Mid Cap ETF

ETFs
4
+ 0.31%
$92.26 - $97.51 $369 - $390
1.28K $123K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
65
New
$82.96 - $95.7 $5.39K - $6.22K
65 $5K
FVD
First Tr Value Line Divid Inde

ETFs
7
+ 0.24%
$44.73 - $46.86 $313 - $328
2.95K $136K
LLY
Eli Lilly & CO

Healthcare
13
+ 3.61%
$625.65 - $812.69 $8.13K - $10.6K
373 $284K
MO
Altria Group, Inc.

Consumer Defensive
4
+ 0.88%
$57.75 - $67.68 $231 - $271
459 $30K
BNDX
Vanguard Total International B

ETFs
95
+ 5.65%
$49.0 - $49.51 $4.66K - $4.7K
1.78K $87K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 1.45%
$224.68 - $282.71 $225 - $283
70 $19K
EVH
Evolent Health, Inc.

Healthcare
500
New
$8.38 - $11.79 $4.19K - $5.9K
500 $4K
ITB
Ishares Tr

ETFs
1
+ 0.32%
$94.18 - $117.14 $94.2 - $117
314 $33K
KLAC
Kla Corp

Technology
4
New
$843.9 - $1078.6 $3.38K - $4.31K
4 $4K
GILD
Gilead Sciences, Inc.

Healthcare
31
+ 14.55%
$108.22 - $120.47 $3.35K - $3.73K
244 $27K
META
Meta Platforms, Inc.

Communication Services
6
+ 1.13%
$695.21 - $791.73 $4.17K - $4.75K
537 $394K
RF
Regions Financial Corp

Financial Services
11
+ 1.05%
$24.03 - $27.41 $264 - $302
1.06K $27K
CG
Carlyle Group Inc.

Financial Services
1
+ 0.42%
$52.82 - $69.35 $52.8 - $69.4
240 $15K
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 0.19%
$226.02 - $259.01 $678 - $777
1.58K $377K
VRNS
Varonis Systems Inc

Technology
60
New
$49.58 - $59.83 $2.97K - $3.59K
60 $3K
TROW
Price T Rowe Group Inc

Financial Services
26
+ 42.62%
$98.67 - $111.52 $2.57K - $2.9K
87 $8K
SYY
Sysco Corp

Consumer Defensive
3
+ 0.74%
$76.33 - $82.51 $229 - $248
411 $33K
DGRO
Ishares Core Dividend Growth E

ETFs
3
+ 0.45%
$64.12 - $68.08 $192 - $204
676 $46K
T
At&T Inc.

Communication Services
416
+ 3.35%
$26.94 - $29.62 $11.2K - $12.3K
12.8K $362K
FDVV
Fidelity High Dividend ETF

ETFs
4
+ 0.78%
$52.42 - $55.71 $210 - $223
518 $28K
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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