Darwin Advisors, LLC Purchases in Q3 2025

Darwin Advisors, LLC

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAT
Ishares Tr

ETFs
3
+ 0.79%
$48.92 - $54.5 $147 - $164
384 $20K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9
New
$225.11 - $247.9 $2.03K - $2.23K
9 $2K
CF
Cf Industries Holdings, Inc.

Basic Materials
26
New
$80.91 - $98.75 $2.1K - $2.57K
26 $2K
SJM
J M Smucker CO

Consumer Defensive
1
+ 0.59%
$102.24 - $113.2 $102 - $113
170 $18K
ACHR
Archer Aviation Inc.

Industrials
200
+ 90.91%
$8.25 - $13.4 $1.65K - $2.68K
420 $4K
EIX
Edison International

Utilities
4
+ 0.99%
$50.42 - $56.35 $202 - $225
409 $22K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
19
+ 0.43%
$28.95 - $29.73 $550 - $565
4.43K $131K
SNPS
Synopsys Inc

Technology
5
+ 250.0%
$387.78 - $645.35 $1.94K - $3.23K
7 $3K
LNG
Cheniere Energy, Inc.

Energy
10
New
$222.68 - $244.28 $2.23K - $2.44K
10 $2K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
27
+ 0.4%
$20.89 - $21.6 $564 - $583
6.78K $144K
UNP
Union Pacific Corp

Industrials
1
+ 0.36%
$214.91 - $237.16 $215 - $237
276 $65K
PFE
Pfizer Inc

Healthcare
3
+ 0.22%
$23.29 - $25.88 $69.9 - $77.6
1.34K $34K
MS
Morgan Stanley

Financial Services
1
+ 1.11%
$139.09 - $161.16 $139 - $161
91 $14K
FDD
First Trust Stoxx European Sel

ETFs
14
+ 0.65%
$15.26 - $16.67 $214 - $233
2.17K $35K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
New
$459.11 - $506.91 $1.84K - $2.03K
4 $2K
AFL
Aflac Inc

Financial Services
2
+ 0.65%
$98.09 - $111.7 $196 - $223
311 $34K
AGNC
Agnc Investment Corp.

Real Estate
42
+ 3.78%
$9.2 - $10.37 $386 - $436
1.15K $11K
NHI
National Health Investors Inc

Real Estate
1
+ 0.93%
$69.48 - $80.06 $69.5 - $80.1
109 $8K
USB
Us Bancorp \De\

Financial Services
1
+ 0.49%
$43.94 - $50.41 $43.9 - $50.4
207 $10K
CVS
Cvs Health Corp

Healthcare
8
+ 8.99%
$58.75 - $76.5 $470 - $612
97 $7K
FDX
Fedex Corp

Industrials
1
+ 1.16%
$217.1 - $243.2 $217 - $243
87 $20K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12
+ 1.12%
$45.26 - $46.63 $543 - $560
1.09K $50K
EMLP
First Tr Exchange Traded Iv

ETFs
3
+ 0.34%
$36.99 - $38.38 $111 - $115
876 $33K
PFF
Ishares Trust Ishares Pfd And

ETFs
5
+ 0.37%
$30.67 - $32.13 $153 - $161
1.35K $42K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10
+ 1.22%
$52.39 - $53.11 $524 - $531
832 $44K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
40
New
$29.97 - $32.38 $1.2K - $1.3K
40 $1K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1
+ 0.78%
$45.72 - $47.27 $45.7 - $47.3
129 $6K
HRB
H&R Block Inc

Consumer Cyclical
1
+ 1.12%
$49.28 - $56.76 $49.3 - $56.8
90 $4K
Mind Technology Inc
650
New
N/A
650 $0
FENY
Fidelity Covington Tr Msci Ene

ETFs
0
New
$23.27 - $25.46 $0 - $0
0 $0
HP
Helmerich & Payne, Inc.

Energy
0
New
$15.35 - $22.65 $0 - $0
0 $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
0
New
$78.96 - $80.04 $0 - $0
0 $0
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
3
+ 1.35%
$45.07 - $46.28 $135 - $139
225 $10K
FREL
Fidelity Covington Tr Msci Rea

ETFs
0
New
$26.84 - $28.32 $0 - $0
0 $0
BBAI
Big Bear.Ai Holdings, Inc.

Technology
100
New
$4.73 - $8.22 $473 - $822
100 $0
RUM
Rumble Inc.

Technology
75
New
$7.11 - $10.02 $533 - $752
75 $0
NHTC
Natural Health Trends Corp

Consumer Cyclical
4
+ 4.04%
$4.22 - $4.95 $16.9 - $19.8
103 $0
VGIT
Vanguard Intermediate Term Tre

ETFs
5
New
$58.97 - $60.36 $295 - $302
5 $0
FUBO
Fubo Tv Inc.

Communication Services
75
New
$3.31 - $4.56 $248 - $342
75 $0
ADNT
Adient PLC

Consumer Cyclical
8
New
$21.04 - $25.56 $168 - $204
8 $0
XLU
Utilities Sector Spdr

ETFs
0
New
$81.14 - $87.32 $0 - $0
0 $0
VDC
Vanguard Consumer Staples ETF

ETFs
0
New
$212.64 - $225.25 $0 - $0
0 $0
VTRS
Viatris Inc

Healthcare
1
+ 1.15%
$8.74 - $10.69 $8.74 - $10.7
88 $0
PJT
Pjt Partners Inc.

Financial Services
5
New
$165.08 - $188.27 $825 - $941
5 $0
VGLT
Vanguard Long Term Treasury Et

ETFs
1
+ 3.57%
$54.21 - $57.41 $54.2 - $57.4
29 $1K
BHP
Bhp Group LTD

Basic Materials
1
+ 1.45%
$48.67 - $56.22 $48.7 - $56.2
70 $3K
ING
Ing Groep Nv

Financial Services
2
+ 1.41%
$22.0 - $26.08 $44 - $52.2
144 $3K
WU
Western Union CO

Financial Services
3
+ 0.68%
$7.88 - $8.84 $23.6 - $26.5
447 $3K
SHEL
Shell PLC

Energy
1
+ 2.22%
$69.82 - $73.93 $69.8 - $73.9
46 $3K
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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