Darwin Advisors, LLC Incresed Positions in Q3 2025

Darwin Advisors, LLC

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
202
+ 15.44%
$48.44 - $53.83 $9.78K - $10.9K
1.51K $76K
COP
Conocophillips

Energy
100
+ 294.12%
$91.0 - $98.99 $9.1K - $9.9K
134 $12K
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
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
TDIV
First Trust Nasdaq Technology

ETFs
1
+ 0.14%
$89.27 - $100.33 $89.3 - $100
741 $73K
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
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.23%
$133.81 - $152.16 $268 - $304
868 $121K
AMGN
Amgen Inc

Healthcare
21
+ 4.36%
$271.18 - $309.22 $5.69K - $6.49K
503 $141K
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
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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 1.45%
$224.68 - $282.71 $225 - $283
70 $19K
ITB
Ishares Tr

ETFs
1
+ 0.32%
$94.18 - $117.14 $94.2 - $117
314 $33K
MO
Altria Group, Inc.

Consumer Defensive
4
+ 0.88%
$57.75 - $67.68 $231 - $271
459 $30K
GILD
Gilead Sciences, Inc.

Healthcare
31
+ 14.55%
$108.22 - $120.47 $3.35K - $3.73K
244 $27K
BNDX
Vanguard Total International B

ETFs
95
+ 5.65%
$49.0 - $49.51 $4.66K - $4.7K
1.78K $87K
T
At&T Inc.

Communication Services
416
+ 3.35%
$26.94 - $29.62 $11.2K - $12.3K
12.8K $362K
DGRO
Ishares Core Dividend Growth E

ETFs
3
+ 0.45%
$64.12 - $68.08 $192 - $204
676 $46K
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 0.19%
$226.02 - $259.01 $678 - $777
1.58K $377K
CG
Carlyle Group Inc.

Financial Services
1
+ 0.42%
$52.82 - $69.35 $52.8 - $69.4
240 $15K
META
Meta Platforms, Inc.

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

Financial Services
11
+ 1.05%
$24.03 - $27.41 $264 - $302
1.06K $27K
AFL
Aflac Inc

Financial Services
2
+ 0.65%
$98.09 - $111.7 $196 - $223
311 $34K
MS
Morgan Stanley

Financial Services
1
+ 1.11%
$139.09 - $161.16 $139 - $161
91 $14K
FDVV
Fidelity High Dividend ETF

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

ETFs
3
+ 0.79%
$48.92 - $54.5 $147 - $164
384 $20K
FDD
First Trust Stoxx European Sel

ETFs
14
+ 0.65%
$15.26 - $16.67 $214 - $233
2.17K $35K
FID
First Tr Exchange Trded Fd Vi

ETFs
26
+ 0.81%
$19.17 - $20.16 $498 - $524
3.23K $63K
SJM
J M Smucker CO

Consumer Defensive
1
+ 0.59%
$102.24 - $113.2 $102 - $113
170 $18K
EIX
Edison International

Utilities
4
+ 0.99%
$50.42 - $56.35 $202 - $225
409 $22K
PFE
Pfizer Inc

Healthcare
3
+ 0.22%
$23.29 - $25.88 $69.9 - $77.6
1.34K $34K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
19
+ 0.43%
$28.95 - $29.73 $550 - $565
4.43K $131K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
27
+ 0.4%
$20.89 - $21.6 $564 - $583
6.78K $144K
ACHR
Archer Aviation Inc.

Industrials
200
+ 90.91%
$8.25 - $13.4 $1.65K - $2.68K
420 $4K
UNP
Union Pacific Corp

Industrials
1
+ 0.36%
$214.91 - $237.16 $215 - $237
276 $65K
SNPS
Synopsys Inc

Technology
5
+ 250.0%
$387.78 - $645.35 $1.94K - $3.23K
7 $3K
FDX
Fedex Corp

Industrials
1
+ 1.16%
$217.1 - $243.2 $217 - $243
87 $20K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1
+ 0.78%
$45.72 - $47.27 $45.7 - $47.3
129 $6K
EMLP
First Tr Exchange Traded Iv

ETFs
3
+ 0.34%
$36.99 - $38.38 $111 - $115
876 $33K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12
+ 1.12%
$45.26 - $46.63 $543 - $560
1.09K $50K
AGNC
Agnc Investment Corp.

Real Estate
42
+ 3.78%
$9.2 - $10.37 $386 - $436
1.15K $11K
CVS
Cvs Health Corp

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