Darwin Advisors, LLC Purchases in Q3 2024

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SLV
I Shares Silver Trust

ETFs
2.19K
New
$24.33 - $29.38 $53.3K - $64.3K
2.19K $62K
TDIV
First Trust Nasdaq Technology

ETFs
748
New
$70.51 - $81.07 $52.7K - $60.6K
748 $60K
CSX
Csx Corp

Industrials
1.69K
New
$32.48 - $35.45 $55K - $60.1K
1.69K $58K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
900
New
N/A
900 $58K
SYY
Sysco Corp

Consumer Defensive
740
New
$69.16 - $78.98 $51.2K - $58.4K
740 $57K
FID
First Tr Exchange Trded Fd Vi

ETFs
3.28K
New
$15.76 - $17.74 $51.7K - $58.2K
3.28K $57K
DUK
Duke Energy Corp

Utilities
2
+ 0.05%
$99.35 - $117.71 $199 - $235
3.66K $421K
DHR
Danaher Corp

Healthcare
199
New
$239.25 - $280.76 $47.6K - $55.9K
199 $55K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
995
New
$50.02 - $54.5 $49.8K - $54.2K
995 $54K
PM
Philip Morris International Inc.

Consumer Defensive
446
New
$101.25 - $127.45 $45.2K - $56.8K
446 $54K
MDLZ
Mondelez International, Inc.

Consumer Defensive
720
New
$64.35 - $75.71 $46.3K - $54.5K
720 $53K
ITM
Vaneck Intermediate Muni ETF

ETFs
1.14K
New
$45.67 - $47.0 $51.9K - $53.4K
1.14K $53K
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.14K
New
$44.13 - $47.01 $50.2K - $53.5K
1.14K $53K
VEU
Vanguard Ftse All World Ex Us

ETFs
829
New
$56.47 - $63.69 $46.8K - $52.8K
829 $52K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
956
New
$51.02 - $52.74 $48.8K - $50.4K
956 $50K
XLU
Utilities Sector Spdr

ETFs
616
New
$67.67 - $80.78 $41.7K - $49.8K
616 $49K
IBKR
Interactive Brokers Group, Inc.

Financial Services
350
New
$108.65 - $139.41 $38K - $48.8K
350 $48K
PRU
Prudential Financial Inc

Financial Services
392
New
$105.53 - $127.32 $41.4K - $49.9K
392 $47K
INTC
Intel Corp

Technology
2.03K
New
$18.9 - $34.87 $38.4K - $70.8K
2.03K $47K
AZO
Autozone Inc

Consumer Cyclical
15
New
$2815.0 - $3212.87 $42.2K - $48.2K
15 $47K
DE
Deere & CO

Industrials
113
New
$344.84 - $418.0 $39K - $47.2K
113 $47K
STLA
Stellantis N.V.

Consumer Cyclical
3.31K
New
$14.05 - $20.71 $46.5K - $68.6K
3.31K $46K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.37K
New
$31.18 - $33.5 $42.7K - $45.8K
1.37K $45K
IWS
Ishares Russell Midcap Value E

ETFs
335
New
$119.52 - $132.25 $40K - $44.3K
335 $44K
DWM
Wisdomtree Tr

ETFs
762
New
$52.24 - $58.1 $39.8K - $44.3K
762 $43K
CRSP
Crispr Therapeutics Ag

Healthcare
925
New
$44.62 - $62.75 $41.3K - $58K
925 $43K
TXN
Texas Instruments Inc

Technology
217
New
$194.6 - $194.6 $42.2K - $42.2K
217 $42K
ACN
Accenture PLC

Technology
6
+ 0.79%
$295.44 - $355.81 $1.77K - $2.13K
770 $272K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
12
+ 0.21%
$64.57 - $71.76 $775 - $861
5.7K $409K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
285
New
$125.95 - $142.04 $35.9K - $40.5K
285 $40K
MU
Micron Technology Inc

Technology
379
New
$86.27 - $136.82 $32.7K - $51.9K
379 $39K
PANW
Palo Alto Networks Inc

Technology
115
New
$294.18 - $368.01 $33.8K - $42.3K
115 $39K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
281
New
$127.29 - $141.5 $35.8K - $39.8K
281 $39K
ITB
Ishares Tr

ETFs
314
New
$97.52 - $128.64 $30.6K - $40.4K
314 $39K
ENB
Enbridge Inc

Energy
914
New
$35.27 - $41.18 $32.2K - $37.6K
914 $37K
FSIG
First Tr ETF Iv LTD Duration I
771
+ 1.75%
$18.72 - $19.32 $14.4K - $14.9K
44.8K $859K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
562
New
$57.32 - $62.65 $32.2K - $35.2K
562 $35K
SYK
Stryker Corp

Healthcare
99
New
$315.94 - $371.96 $31.3K - $36.8K
99 $35K
ROK
Rockwell Automation, Inc

Industrials
128
New
$248.27 - $294.37 $31.8K - $37.7K
128 $34K
HRB
H&R Block Inc

Consumer Cyclical
539
New
$52.99 - $66.6 $28.6K - $35.9K
539 $34K
EIX
Edison International

Utilities
400
New
$71.19 - $87.72 $28.5K - $35.1K
400 $34K
AFL
Aflac Inc

Financial Services
305
New
$88.52 - $111.8 $27K - $34.1K
305 $34K
MAR
Marriott International Inc

Consumer Cyclical
135
New
$211.35 - $255.11 $28.5K - $34.4K
135 $33K
CLF
Cleveland Cliffs Inc.

Basic Materials
2.64K
New
$10.91 - $16.21 $28.8K - $42.8K
2.64K $33K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.09%
$517.38 - $573.86 $517 - $574
1.08K $621K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
684
New
$44.83 - $47.42 $30.7K - $32.4K
684 $32K
MSTR
Microstrategy Inc

Technology
190
New
$114.3 - $1800.09 $21.7K - $342K
190 $32K
MPC
Marathon Petroleum Corp

Energy
200
New
$158.61 - $180.75 $31.7K - $36.2K
200 $32K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
28
New
$1015.62 - $1159.62 $28.4K - $32.5K
28 $32K
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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