Darwin Advisors, LLC Purchases in Q3 2024

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
61
New
$95.54 - $108.77 $5.83K - $6.63K
61 $6K
XYL
Xylem Inc.

Industrials
46
New
$126.14 - $141.53 $5.8K - $6.51K
46 $6K
AGX
Argan Inc

Industrials
62
New
$69.3 - $101.43 $4.3K - $6.29K
62 $6K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
1K
New
$5.85 - $6.33 $5.85K - $6.33K
1K $6K
HES
Hess Corp

Energy
46
New
$126.3 - $155.44 $5.81K - $7.15K
46 $6K
WFRD
Weatherford International PLC

Energy
80
New
$84.06 - $134.26 $6.72K - $10.7K
80 $6K
WFC
Wells Fargo & Company

Financial Services
108
New
$51.58 - $60.97 $5.57K - $6.58K
108 $6K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
127
New
$44.9 - $47.55 $5.7K - $6.04K
127 $5K
ANSS
Ansys Inc

Technology
17
New
$296.54 - $331.25 $5.04K - $5.63K
17 $5K
QTWO
Q2 Holdings, Inc.

Technology
75
New
$60.19 - $81.55 $4.51K - $6.12K
75 $5K
WSM
Williams Sonoma Inc

Consumer Cyclical
36
New
$128.47 - $280.94 $4.62K - $10.1K
36 $5K
IEMG
Ishares Inc

ETFs
105
New
$53.64 - $53.64 $5.63K - $5.63K
105 $5K
CCI
Crown Castle International Corp

Real Estate
44
New
$95.29 - $120.24 $4.19K - $5.29K
44 $5K
KHC
Kraft Heinz CO

Consumer Defensive
164
New
$31.86 - $36.13 $5.23K - $5.93K
164 $5K
MRVL
Marvell Technology, Inc.

Technology
75
New
$56.15 - $76.24 $4.21K - $5.72K
75 $5K
FQAL
Fidelity Covington Tr Quality

ETFs
81
New
$58.92 - $64.9 $4.77K - $5.26K
81 $5K
FDX
Fedex Corp

Industrials
19
New
$254.64 - $313.52 $4.84K - $5.96K
19 $5K
CHKP
Check Point Software Technologies LTD

Technology
27
New
$165.0 - $195.47 $4.46K - $5.28K
27 $5K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
100
New
$49.83 - $62.75 $4.98K - $6.28K
100 $5K
EFG
Msci Eafe Growth ETF

ETFs
53
New
$96.84 - $108.77 $5.13K - $5.76K
53 $5K
UTHR
United Therapeutics Corp

Healthcare
16
New
$311.04 - $363.55 $4.98K - $5.82K
16 $5K
JNK
Spdr Bloomberg High Yield Bond

ETFs
57
New
$93.65 - $97.81 $5.34K - $5.58K
57 $5K
CVS
Cvs Health Corp

Healthcare
66
New
$55.81 - $63.18 $3.68K - $4.17K
66 $4K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
70
New
$52.27 - $60.45 $3.66K - $4.23K
70 $4K
KMI
Kinder Morgan, Inc.

Energy
205
New
$19.72 - $22.22 $4.04K - $4.56K
205 $4K
MS
Morgan Stanley

Financial Services
39
New
$92.07 - $106.96 $3.59K - $4.17K
39 $4K
PAAS
Pan American Silver Corp

Basic Materials
192
New
$18.58 - $24.18 $3.57K - $4.64K
192 $4K
ADSK
Autodesk, Inc.

Technology
20
New
$245.83 - $245.83 $4.92K - $4.92K
20 $4K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
45
New
$83.76 - $91.82 $3.77K - $4.13K
45 $4K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
83
New
$51.45 - $52.96 $4.27K - $4.4K
83 $4K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
129
New
$33.74 - $37.96 $4.35K - $4.9K
129 $4K
FLNC
Fluence Energy, Inc.

Utilities
200
New
$13.84 - $22.92 $2.77K - $4.58K
200 $4K
TFC
Truist Financial Corp

Financial Services
94
New
$38.22 - $44.94 $3.59K - $4.22K
94 $4K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
551
New
$7.45 - $8.23 $4.1K - $4.53K
551 $4K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
196
New
$21.02 - $23.78 $4.12K - $4.66K
196 $4K
ARCC
Ares Capital Corp

Financial Services
188
New
$19.8 - $21.28 $3.72K - $4K
188 $3K
BIIB
Biogen Inc.

Healthcare
16
New
$189.07 - $236.8 $3.03K - $3.79K
16 $3K
SNA
Snap On Inc

Industrials
13
New
$255.35 - $289.77 $3.32K - $3.77K
13 $3K
PDI
Pimco Dynamic Income Fund

Financial Services
184
New
$18.7 - $20.25 $3.44K - $3.73K
184 $3K
SYM
Symbotic Inc.

Financial Services
125
New
$17.86 - $41.44 $2.23K - $5.18K
125 $3K
PSLV
Sprott Physical Silver Trust

Financial Services
350
New
$9.17 - $10.84 $3.21K - $3.79K
350 $3K
EXR
Extra Space Storage Inc.

Real Estate
21
New
$151.92 - $183.06 $3.19K - $3.84K
21 $3K
USB
Us Bancorp \De\

Financial Services
67
New
$39.04 - $47.23 $2.62K - $3.16K
67 $3K
AMP
Ameriprise Financial Inc

Financial Services
8
New
$391.53 - $469.81 $3.13K - $3.76K
8 $3K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
260
New
$12.62 - $13.7 $3.28K - $3.56K
260 $3K
BBY
Best Buy CO Inc

Consumer Cyclical
32
New
$80.23 - $103.29 $2.57K - $3.31K
32 $3K
AKAM
Akamai Technologies Inc

Technology
39
New
N/A
39 $3K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
35
New
$98.99 - $101.51 $3.46K - $3.55K
35 $3K
KD
Kyndryl Holdings, Inc.

Technology
141
New
$21.78 - $27.63 $3.07K - $3.9K
141 $3K
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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