Darwin Advisors, LLC Incresed Positions in Q3 2025

Darwin Advisors, LLC

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
5
+ 0.37%
$30.67 - $32.13 $153 - $161
1.35K $42K
USB
Us Bancorp \De\

Financial Services
1
+ 0.49%
$43.94 - $50.41 $43.9 - $50.4
207 $10K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10
+ 1.22%
$52.39 - $53.11 $524 - $531
832 $44K
NHI
National Health Investors Inc

Real Estate
1
+ 0.93%
$69.48 - $80.06 $69.5 - $80.1
109 $8K
BHP
Bhp Group LTD

Basic Materials
1
+ 1.45%
$48.67 - $56.22 $48.7 - $56.2
70 $3K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1
+ 0.63%
$122.0 - $138.74 $122 - $139
159 $20K
VTRS
Viatris Inc

Healthcare
1
+ 1.15%
$8.74 - $10.69 $8.74 - $10.7
88 $0
Vaneck ETF Trust
3.74K
+ 2.45%
N/A
156K $0
NHTC
Natural Health Trends Corp

Consumer Cyclical
4
+ 4.04%
$4.22 - $4.95 $16.9 - $19.8
103 $0
ABT
Abbott Laboratories

Healthcare
1
+ 0.63%
$120.51 - $136.62 $121 - $137
161 $21K
Millrose Pptys Inc
1
+ 3.23%
N/A
32 $0
VGLT
Vanguard Long Term Treasury Et

ETFs
1
+ 3.57%
$54.21 - $57.41 $54.2 - $57.4
29 $1K
Ge Healthcare Technologies I
2
+ 0.82%
N/A
247 $0
CNQ
Canadian Natural Resources LTD

Energy
1
+ 1.75%
$29.31 - $32.93 $29.3 - $32.9
58 $1K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
3
+ 1.35%
$45.07 - $46.28 $135 - $139
225 $10K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1
+ 1.72%
$50.08 - $50.37 $50.1 - $50.4
59 $2K
SHEL
Shell PLC

Energy
1
+ 2.22%
$69.82 - $73.93 $69.8 - $73.9
46 $3K
WU
Western Union CO

Financial Services
3
+ 0.68%
$7.88 - $8.84 $23.6 - $26.5
447 $3K
ING
Ing Groep Nv

Financial Services
2
+ 1.41%
$22.0 - $26.08 $44 - $52.2
144 $3K
TTE
Total Energies Se

Energy
1
+ 2.13%
N/A
48 $3K
Invesco Exchange Traded Fd T
928
+ 5.37%
N/A
18.2K $0
HFND
Tidal ETF Tr Unlimited Hedge I
5.72K
+ 5.16%
N/A
117K $0
JBBB
Janus Detroit Str Tr Henderson

ETFs
3
+ 0.43%
$48.04 - $48.61 $144 - $146
694 $33K
ON
On Semiconductor Corp

Technology
42
+ 6.81%
$46.98 - $62.45 $1.97K - $2.62K
659 $32K
KNSL
Kinsale Capital Group, Inc.

Financial Services
10
+ 12.82%
$415.15 - $489.89 $4.15K - $4.9K
88 $37K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6
+ 0.68%
$48.72 - $50.73 $292 - $304
891 $43K
BYLD
Ishares Tr Yield Optimized Bd
13
+ 0.63%
N/A
2.07K $0
FBHS
Fortune Brands Home & Security, Inc.

Industrials
2
+ 0.22%
N/A
907 $58K
Abacus Global Mgmt Inc
6.23K
+ 118.59%
N/A
11.5K $0
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4
+ 0.3%
$91.44 - $91.77 $366 - $367
1.35K $123K
ED
Consolidated Edison Inc

Utilities
2
+ 0.38%
$95.57 - $105.36 $191 - $211
522 $52K
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.96%
$121.72 - $136.77 $243 - $274
211 $26K
SRLN
Ssga Active Trust

ETFs
14
+ 0.07%
$41.28 - $41.65 $578 - $583
21.3K $885K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
5.25K
+ 35.42%
N/A
20.1K $0
BMY
Bristol Myers Squibb CO

Healthcare
7
+ 1.29%
$43.31 - $48.98 $303 - $343
551 $24K
MFC
Manulife Financial Corp

Financial Services
3
+ 0.95%
$29.9 - $32.34 $89.7 - $97
319 $9K
PRU
Prudential Financial Inc

Financial Services
1
+ 0.3%
$100.68 - $109.89 $101 - $110
336 $34K
HESM
Hess Midstream LP

Energy
8
+ 1.72%
$34.55 - $43.53 $276 - $348
472 $16K
STM
St Microelectronics N.V.

Technology
1
+ 0.15%
$24.77 - $33.41 $24.8 - $33.4
650 $18K
TRGP
Targa Resources Corp.

Energy
1
+ 0.83%
$160.52 - $174.4 $161 - $174
122 $20K
EMR
Emerson Electric CO

Industrials
1
+ 0.45%
$128.6 - $149.63 $129 - $150
221 $28K
ZTS
Zoetis Inc.

Healthcare
1
+ 0.79%
$141.13 - $159.19 $141 - $159
127 $18K
AMT
American Tower Corp

Real Estate
1
+ 1.0%
$192.32 - $232.35 $192 - $232
101 $19K
APO
Apollo Global Management, Inc.

Financial Services
2
+ 0.52%
$131.55 - $156.05 $263 - $312
385 $51K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.14%
$60.9 - $70.75 $60.9 - $70.8
725 $45K
WM
Waste Management Inc

Industrials
2
+ 0.37%
$213.88 - $237.1 $428 - $474
537 $118K
DIS
Walt Disney CO

Communication Services
72
+ 5.22%
$112.25 - $124.0 $8.08K - $8.93K
1.45K $166K
SPGI
S&P Global Inc.

Financial Services
22
+ 5.01%
$484.94 - $564.15 $10.7K - $12.4K
461 $224K
CMCSA
Comcast Corp

Communication Services
6
+ 0.33%
$31.41 - $36.33 $188 - $218
1.83K $57K
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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