Darwin Advisors, LLC New Holdings in Q3 2024

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGLB
Ishares 10+ Year Investment Gr

ETFs
2
New
$49.38 - $54.19 $98.8 - $108
2 $0
AFRM
Affirm Holdings, Inc.

Technology
10
New
$24.12 - $44.98 $241 - $450
10 $0
AEHR
Aehr Test Systems

Technology
57
New
$10.71 - $20.61 $610 - $1.17K
57 $0
AAP
Advance Auto Parts Inc

Consumer Cyclical
6
New
$38.53 - $64.44 $231 - $387
6 $0
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
15
New
$40.48 - $45.39 $607 - $681
15 $0
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
7
New
$50.85 - $53.88 $356 - $377
7 $0
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6
New
$30.61 - $34.92 $184 - $210
6 $0
Aditxt Inc
1
New
N/A
1 $0
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
6
New
$49.82 - $52.8 $299 - $317
6 $0
SPTL
Spdr Portfolio Long Term Treas

ETFs
14
New
$26.69 - $29.87 $374 - $418
14 $0
SNY
Sanofi

Healthcare
2
New
$48.54 - $58.53 $97.1 - $117
2 $0
Brookfield Asset Managmt LTD
79
New
N/A
79 $0
DWAC
Digital World Acquisition Corp.

Financial Services
15
New
N/A
15 $0
PLG
Platinum Group Metals LTD

Basic Materials
500
New
$1.13 - $1.87 $565 - $935
500 $0
Blackrock ETF Trust Ii
115
New
N/A
115 $0
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7
New
$100.09 - $100.69 $701 - $705
7 $0
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
7
New
$92.1 - $95.52 $645 - $669
7 $0
BYND
Beyond Meat, Inc.

Consumer Defensive
20
New
$5.24 - $7.49 $105 - $150
20 $0
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
105
New
$7.12 - $7.12 $748 - $748
105 $0
PSX
Phillips 66

Energy
5
New
$125.0 - $147.17 $625 - $736
5 $0
EGO
Eldorado Gold Corp

Basic Materials
30
New
$14.68 - $18.48 $440 - $554
30 $0
EMBC
Embecta Corp.

Healthcare
15
New
$11.46 - $16.56 $172 - $248
15 $0
ONL
Orion Office Reit Inc.

Real Estate
49
New
$3.35 - $4.27 $164 - $209
49 $0
CXM
Sprinklr, Inc.

Technology
100
New
$7.36 - $10.05 $736 - $1.01K
100 $0
Alarum Technologies LTD
145
New
N/A
145 $0
CARS
Cars.Com Inc.

Consumer Cyclical
26
New
$16.62 - $20.62 $432 - $536
26 $0
CHTR
Charter Communications, Inc.

Communication Services
3
New
$290.56 - $383.07 $872 - $1.15K
3 $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
3
New
$51.58 - $53.79 $155 - $161
3 $0
CVM
Cel Sci Corp

Healthcare
45
New
$1.05 - $1.5 $47.3 - $67.5
45 $0
SHOP
Shopify Inc.

Technology
10
New
$52.26 - $80.75 $523 - $808
10 $0
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
18
New
$27.8 - $29.26 $500 - $527
18 $0
SPLB
Spdr Portfolio Long Term Corpo

ETFs
18
New
$22.25 - $24.44 $401 - $440
18 $0
CWB
Spdr Bloomberg Convertible Sec

ETFs
6
New
$71.19 - $76.59 $427 - $460
6 $0
Sndl Inc
100
New
N/A
100 $0
Solventum Corp
28
New
N/A
28 $0
Sila Realty Trust Inc
630
New
N/A
630 $0
LUV
Southwest Airlines CO

Industrials
5
New
$23.7 - $29.93 $119 - $150
5 $0
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
4
New
$34.35 - $39.16 $137 - $157
4 $0
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
5
New
$15.81 - $18.96 $79.1 - $94.8
5 $0
Bank America Corp
39
New
N/A
39 $0
OGN
Organon & Co.

Healthcare
10
New
$18.65 - $23.03 $187 - $230
10 $0
NHTC
Natural Health Trends Corp

Consumer Cyclical
88
New
$5.6 - $7.32 $493 - $644
88 $0
NIO
Nio Inc.

Consumer Cyclical
135
New
$3.67 - $6.68 $495 - $902
135 $0
Armour Residential Reit Inc
20
New
N/A
20 $0
Masterbrand Inc
900
New
N/A
900 $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9K
New
N/A
9K $0
DDIV
First Tr Exchnge Traded Fd Vi

ETFs
27
New
$32.65 - $37.02 $882 - $1K
27 $0
Vaneck ETF Trust
172
New
N/A
172 $0
Vaneck ETF Trust
174
New
N/A
174 $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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