Darwin Advisors, LLC New Holdings in Q3 2024

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WST
West Pharmaceutical Services Inc

Healthcare
348
New
$277.16 - $333.3 $96.5K - $116K
348 $104K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.32K
New
$42.76 - $45.16 $99.2K - $105K
2.32K $103K
IBM
International Business Machines Corp

Technology
466
New
$175.1 - $223.38 $81.6K - $104K
466 $103K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
9.34K
New
$10.64 - $11.07 $99.4K - $103K
9.34K $103K
NEE
Nextera Energy Inc

Utilities
1.19K
New
$69.9 - $84.97 $83K - $101K
1.19K $100K
IWP
Ishares Russell Mid Cap Growth

ETFs
854
New
$103.87 - $117.59 $88.7K - $100K
854 $100K
MCO
Moodys Corp

Financial Services
210
New
$421.49 - $494.67 $88.5K - $104K
210 $99K
UNP
Union Pacific Corp

Industrials
403
New
$221.78 - $256.09 $89.4K - $103K
403 $99K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.2K
New
$81.31 - $83.29 $97.2K - $99.6K
1.2K $99K
STLD
Steel Dynamics Inc

Basic Materials
1K
New
N/A
1K $98K
WM
Waste Management Inc

Industrials
450
New
$196.96 - $223.45 $88.6K - $101K
450 $93K
PFE
Pfizer Inc

Healthcare
3.12K
New
$27.7 - $31.39 $86.4K - $97.9K
3.12K $90K
SO
Southern CO

Utilities
1.01K
New
$77.0 - $90.52 $77.5K - $91.1K
1.01K $90K
HUM
Humana Inc

Healthcare
285
New
$310.25 - $404.52 $88.4K - $115K
285 $90K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
206
New
$386.81 - $423.12 $79.7K - $87.2K
206 $87K
FDRR
Fidelity Covington Tr Divid Et

ETFs
1.71K
New
$46.51 - $51.5 $79.4K - $87.9K
1.71K $87K
BA
Boeing CO

Industrials
568
New
$152.04 - $190.6 $86.4K - $108K
568 $86K
PAYX
Paychex Inc

Industrials
634
New
$116.17 - $135.19 $73.7K - $85.7K
634 $85K
ADP
Automatic Data Processing Inc

Industrials
305
New
$233.44 - $279.45 $71.2K - $85.2K
305 $84K
VCR
Vanguard Consumer Discretionar

ETFs
241
New
$291.88 - $341.94 $70.3K - $82.4K
241 $82K
EMB
Ishares Tr

ETFs
882
New
$87.75 - $93.74 $77.4K - $82.7K
882 $82K
FTNT
Fortinet, Inc.

Technology
1.02K
New
$55.39 - $77.55 $56.5K - $79.1K
1.02K $79K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
1.66K
New
$44.87 - $47.18 $74.5K - $78.4K
1.66K $78K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.08K
New
$63.74 - $73.47 $69K - $79.6K
1.08K $77K
VTI
Vanguard Total Stock Market Et

ETFs
272
New
$255.18 - $283.2 $69.4K - $77K
272 $77K
PETQ
Pet Iq, Inc.

Healthcare
2.47K
New
$20.57 - $30.79 $50.8K - $76.1K
2.47K $76K
QUAL
Ishares Msci Usa Quality Facto

ETFs
426
New
$162.64 - $179.3 $69.3K - $76.4K
426 $76K
SQ
Block, Inc.

Technology
1.11K
New
$57.21 - $72.07 $63.4K - $79.9K
1.11K $74K
CLX
Clorox CO

Consumer Defensive
450
New
$131.73 - $166.97 $59.3K - $75.1K
450 $73K
ED
Consolidated Edison Inc

Utilities
684
New
$88.42 - $104.97 $60.5K - $71.8K
684 $71K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.91K
New
$16.42 - $18.12 $64.2K - $70.8K
3.91K $70K
XAR
Spdr S&P Aerospace & Defense E

ETFs
446
New
$139.03 - $157.34 $62K - $70.2K
446 $70K
PAVE
Global X Fds Us Infrastructure

ETFs
1.66K
New
$36.39 - $41.16 $60.4K - $68.3K
1.66K $68K
TRP
Tc Energy Corp

Energy
1.38K
New
$37.48 - $47.9 $51.8K - $66.2K
1.38K $65K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.51K
New
$23.06 - $26.41 $58K - $66.4K
2.51K $65K
O
Realty Income Corp

Real Estate
1.02K
New
$52.36 - $63.42 $53.4K - $64.6K
1.02K $64K
KR
Kroger CO

Consumer Defensive
1.11K
New
$50.43 - $57.3 $55.8K - $63.4K
1.11K $63K
SLV
I Shares Silver Trust

ETFs
2.19K
New
$24.33 - $29.38 $53.3K - $64.3K
2.19K $62K
TDIV
First Trust Nasdaq Technology

ETFs
748
New
$70.51 - $81.07 $52.7K - $60.6K
748 $60K
CSX
Csx Corp

Industrials
1.69K
New
$32.48 - $35.45 $55K - $60.1K
1.69K $58K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
900
New
N/A
900 $58K
FID
First Tr Exchange Trded Fd Vi

ETFs
3.28K
New
$15.76 - $17.74 $51.7K - $58.2K
3.28K $57K
SYY
Sysco Corp

Consumer Defensive
740
New
$69.16 - $78.98 $51.2K - $58.4K
740 $57K
DHR
Danaher Corp

Healthcare
199
New
$239.25 - $280.76 $47.6K - $55.9K
199 $55K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
995
New
$50.02 - $54.5 $49.8K - $54.2K
995 $54K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.16K
New
$44.65 - $47.21 $51.7K - $54.6K
1.16K $54K
PM
Philip Morris International Inc.

Consumer Defensive
446
New
$101.25 - $127.45 $45.2K - $56.8K
446 $54K
ITM
Vaneck Intermediate Muni ETF

ETFs
1.14K
New
$45.67 - $47.0 $51.9K - $53.4K
1.14K $53K
MDLZ
Mondelez International, Inc.

Consumer Defensive
720
New
$64.35 - $75.71 $46.3K - $54.5K
720 $53K
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
Track This Portfolio

Track Darwin Advisors, LLC Portfolio

Follow Darwin Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Darwin Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Darwin Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email