Darwin Advisors, LLC New Holdings in Q3 2024

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.14K
New
$44.13 - $47.01 $50.2K - $53.5K
1.14K $53K
VEU
Vanguard Ftse All World Ex Us

ETFs
829
New
$56.47 - $63.69 $46.8K - $52.8K
829 $52K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
956
New
$51.02 - $52.74 $48.8K - $50.4K
956 $50K
XLU
Utilities Sector Spdr

ETFs
616
New
$67.67 - $80.78 $41.7K - $49.8K
616 $49K
IBKR
Interactive Brokers Group, Inc.

Financial Services
350
New
$108.65 - $139.41 $38K - $48.8K
350 $48K
INTC
Intel Corp

Technology
2.03K
New
$18.9 - $34.87 $38.4K - $70.8K
2.03K $47K
AZO
Autozone Inc

Consumer Cyclical
15
New
$2815.0 - $3212.87 $42.2K - $48.2K
15 $47K
PRU
Prudential Financial Inc

Financial Services
392
New
$105.53 - $127.32 $41.4K - $49.9K
392 $47K
DE
Deere & CO

Industrials
113
New
$344.84 - $418.0 $39K - $47.2K
113 $47K
STLA
Stellantis N.V.

Consumer Cyclical
3.31K
New
$14.05 - $20.71 $46.5K - $68.6K
3.31K $46K
IWS
Ishares Russell Midcap Value E

ETFs
335
New
$119.52 - $132.25 $40K - $44.3K
335 $44K
DWM
Wisdomtree Tr

ETFs
762
New
$52.24 - $58.1 $39.8K - $44.3K
762 $43K
CRSP
Crispr Therapeutics Ag

Healthcare
925
New
$44.62 - $62.75 $41.3K - $58K
925 $43K
TXN
Texas Instruments Inc

Technology
217
New
$194.6 - $194.6 $42.2K - $42.2K
217 $42K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
285
New
$125.95 - $142.04 $35.9K - $40.5K
285 $40K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
281
New
$127.29 - $141.5 $35.8K - $39.8K
281 $39K
MU
Micron Technology Inc

Technology
379
New
$86.27 - $136.82 $32.7K - $51.9K
379 $39K
ITB
Ishares Tr

ETFs
314
New
$97.52 - $128.64 $30.6K - $40.4K
314 $39K
PANW
Palo Alto Networks Inc

Technology
115
New
$294.18 - $368.01 $33.8K - $42.3K
115 $39K
ENB
Enbridge Inc

Energy
914
New
$35.27 - $41.18 $32.2K - $37.6K
914 $37K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
562
New
$57.32 - $62.65 $32.2K - $35.2K
562 $35K
SYK
Stryker Corp

Healthcare
99
New
$315.94 - $371.96 $31.3K - $36.8K
99 $35K
HRB
H&R Block Inc

Consumer Cyclical
539
New
$52.99 - $66.6 $28.6K - $35.9K
539 $34K
AFL
Aflac Inc

Financial Services
305
New
$88.52 - $111.8 $27K - $34.1K
305 $34K
ROK
Rockwell Automation, Inc

Industrials
128
New
$248.27 - $294.37 $31.8K - $37.7K
128 $34K
EIX
Edison International

Utilities
400
New
$71.19 - $87.72 $28.5K - $35.1K
400 $34K
CLF
Cleveland Cliffs Inc.

Basic Materials
2.64K
New
$10.91 - $16.21 $28.8K - $42.8K
2.64K $33K
MAR
Marriott International Inc

Consumer Cyclical
135
New
$211.35 - $255.11 $28.5K - $34.4K
135 $33K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
28
New
$1015.62 - $1159.62 $28.4K - $32.5K
28 $32K
MSTR
Microstrategy Inc

Technology
190
New
$114.3 - $1800.09 $21.7K - $342K
190 $32K
MPC
Marathon Petroleum Corp

Energy
200
New
$158.61 - $180.75 $31.7K - $36.2K
200 $32K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
684
New
$44.83 - $47.42 $30.7K - $32.4K
684 $32K
VAW
Vanguard Materials ETF

ETFs
148
New
$189.89 - $213.71 $28.1K - $31.6K
148 $31K
ZTS
Zoetis Inc.

Healthcare
160
New
$172.58 - $196.48 $27.6K - $31.4K
160 $31K
MRK
Merck & Co., Inc.

Healthcare
278
New
$111.15 - $128.97 $30.9K - $35.9K
278 $31K
CVX
Chevron Corp

Energy
207
New
$137.88 - $161.97 $28.5K - $33.5K
207 $30K
EMLP
First Tr Exchange Traded Iv

ETFs
899
New
$30.38 - $34.0 $27.3K - $30.6K
899 $30K
IBB
Ishares Biotechnology ETF

ETFs
200
New
$135.09 - $149.47 $27K - $29.9K
200 $29K
ITA
Ishares Tr

ETFs
200
New
$131.58 - $149.64 $26.3K - $29.9K
200 $29K
KMB
Kimberly Clark Corp

Consumer Defensive
204
New
$135.05 - $148.35 $27.6K - $30.3K
204 $29K
IEFA
Ishares Tr

ETFs
378
New
$70.09 - $78.74 $26.5K - $29.8K
378 $29K
FDD
First Trust Stoxx European Sel

ETFs
2.27K
New
$11.46 - $12.62 $26K - $28.7K
2.27K $28K
BMY
Bristol Myers Squibb CO

Healthcare
558
New
$39.66 - $51.75 $22.1K - $28.9K
558 $28K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.57K
New
$17.02 - $18.39 $26.8K - $28.9K
1.57K $28K
WTRG
Essential Utilities, Inc.

Utilities
733
New
$36.74 - $41.49 $26.9K - $30.4K
733 $28K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
118
New
$211.47 - $281.27 $25K - $33.2K
118 $28K
EMR
Emerson Electric CO

Industrials
264
New
$98.19 - $118.87 $25.9K - $31.4K
264 $28K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
947
New
$24.38 - $30.06 $23.1K - $28.5K
947 $28K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
308
New
$81.1 - $89.18 $25K - $27.5K
308 $27K
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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