Darwin Advisors, LLC New Holdings in Q3 2024

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CHRD
Oasis Petroleum Inc.

Energy
8
New
$128.01 - $176.98 $1.02K - $1.42K
8 $1K
SPTS
Spdr Portfolio Short Term Trea

ETFs
44
New
$28.75 - $29.46 $1.27K - $1.3K
44 $1K
RKLB
Rocket Lab Usa, Inc.

Industrials
200
New
$4.54 - $9.78 $908 - $1.96K
200 $1K
ACWI
Ishares Msci Acwi ETF

ETFs
10
New
$107.24 - $119.84 $1.07K - $1.2K
10 $1K
GUNR
Flexshares Tr Morningstar Glob

ETFs
33
New
$38.51 - $41.48 $1.27K - $1.37K
33 $1K
MUB
Ishares National Muni Bond ETF

ETFs
18
New
$106.13 - $108.7 $1.91K - $1.96K
18 $1K
F
Ford Motor CO

Consumer Cyclical
147
New
$9.71 - $14.55 $1.43K - $2.14K
147 $1K
RNG
Ring Central, Inc.

Technology
44
New
$27.72 - $35.26 $1.22K - $1.55K
44 $1K
First Tr Exchng Traded Fd Vi
3.36K
New
N/A
3.36K $0
BYLD
Ishares Tr Yield Optimized Bd
3.69K
New
N/A
3.69K $0
FUBO
Fubo Tv Inc.

Communication Services
100
New
$1.16 - $2.07 $116 - $207
100 $0
Veralto Corp
63
New
N/A
63 $0
VIAV
Viavi Solutions Inc.

Technology
26
New
$6.97 - $9.02 $181 - $235
26 $0
ALGN
Align Technology Inc

Healthcare
3
New
$204.03 - $257.2 $612 - $772
3 $0
IEUR
Ishares Tr Ishares Core Msci E

ETFs
2
New
$55.51 - $61.51 $111 - $123
2 $0
DIV
Global X Superdividend Us ETF

ETFs
1
New
$17.18 - $17.18 $17.2 - $17.2
1 $0
ABEO
Abeona Therapeutics Inc.

Healthcare
26
New
$4.12 - $6.32 $107 - $164
26 $0
USAS
Americas Gold & Silver Corp

Basic Materials
150
New
$0.21 - $0.32 $31.5 - $48
150 $0
ICVT
Ishares Tr Convertible Bond Et

ETFs
4
New
$77.24 - $83.67 $309 - $335
4 $0
DRLL
Ea Ser Tr Strive U S Energy Et
208
New
N/A
208 $0
VGSH
Vanguard

ETFs
6
New
$57.74 - $59.13 $346 - $355
6 $0
JD
Jd.Com, Inc.

Consumer Cyclical
18
New
$24.95 - $40.01 $449 - $720
18 $0
Fortrea Hldgs Inc
29
New
N/A
29 $0
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
10
New
$69.61 - $79.56 $696 - $796
10 $0
Labcorp Holdings Inc
29
New
N/A
29 $0
Ge Vernova Inc
121
New
N/A
121 $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
18
New
$41.9 - $48.26 $754 - $869
18 $0
Ge Healthcare Technologies I
332
New
N/A
332 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
12
New
$36.06 - $37.66 $433 - $452
12 $0
VNQ
Vanguard Specialized Funds Van

ETFs
2
New
$82.97 - $98.97 $166 - $198
2 $0
VSH
Vishay Intertechnology Inc

Technology
7
New
$17.78 - $24.31 $124 - $170
7 $0
EDOC
Global X Fds Telemedicine & Di

ETFs
87
New
$8.54 - $10.02 $743 - $872
87 $0
Xenetic Biosciences Inc
2
New
N/A
2 $0
Innovate Corp
2
New
N/A
2 $0
IDV
Ishares Tr

ETFs
14
New
$27.62 - $30.64 $387 - $429
14 $0
Xos Inc
10
New
N/A
10 $0
ARKG
Ark Genomic Revolution ETF (De

ETFs
31
New
$22.89 - $27.41 $710 - $850
31 $0
Linde PLC
35
New
N/A
35 $0
GLNG
Golar Lng LTD

Energy
2
New
$31.02 - $37.5 $62 - $75
2 $0
IPKW
Invesco ETF Tr Ii Internationa

ETFs
8
New
$38.55 - $43.04 $308 - $344
8 $0
EZU
Ishares Inc Msci Eurozone ETF

ETFs
8
New
$46.96 - $52.8 $376 - $422
8 $0
Ree Automotive LTD
3
New
N/A
3 $0
DVY
Ishares Tr

ETFs
6
New
$119.99 - $135.74 $720 - $814
6 $0
EEM
Ishares Msci Emerging Markets

ETFs
19
New
$40.42 - $46.7 $768 - $887
19 $0
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
New
$256.4 - $289.78 $513 - $580
2 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
New
$150.01 - $182.29 $750 - $911
5 $0
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
20
New
$19.48 - $20.97 $390 - $419
20 $0
Global X Fds
36
New
N/A
36 $0
American Healthcare Reit Inc
833
New
N/A
833 $0
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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