Darwin Advisors, LLC New Holdings in Q3 2024

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
535
New
$50.63 - $51.11 $27.1K - $27.3K
535 $27K
MDT
Medtronic PLC

Healthcare
300
New
$76.84 - $91.03 $23.1K - $27.3K
300 $27K
FDVV
Fidelity High Dividend ETF

ETFs
501
New
$46.26 - $50.65 $23.2K - $25.4K
501 $25K
AOA
Ishares Tr Core Aggressive All

ETFs
322
New
$72.11 - $79.05 $23.2K - $25.5K
322 $25K
SMMT
Summit Therapeutics Inc.

Healthcare
1.15K
New
$6.89 - $31.93 $7.92K - $36.7K
1.15K $25K
VGT
Vanguard Information Technolog

ETFs
41
New
$514.43 - $606.85 $21.1K - $24.9K
41 $24K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
2.82K
New
$7.86 - $8.77 $22.2K - $24.7K
2.82K $24K
STM
St Microelectronics N.V.

Technology
821
New
$27.83 - $42.72 $22.8K - $35.1K
821 $24K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
1.21K
New
$18.29 - $20.25 $22.1K - $24.5K
1.21K $23K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
286
New
$73.65 - $83.67 $21.1K - $23.9K
286 $23K
AME
Ametek Inc

Industrials
136
New
$152.74 - $176.01 $20.8K - $23.9K
136 $23K
GD
General Dynamics Corp

Industrials
75
New
$279.51 - $308.09 $21K - $23.1K
75 $22K
NUE
Nucor Corp

Basic Materials
148
New
$137.77 - $166.14 $20.4K - $24.6K
148 $22K
NSC
Norfolk Southern Corp

Industrials
87
New
$213.75 - $259.69 $18.6K - $22.6K
87 $21K
WPM
Wheaton Precious Metals Corp.

Basic Materials
350
New
$52.04 - $64.22 $18.2K - $22.5K
350 $21K
PLSE
Pulse Biosciences, Inc.

Healthcare
1.2K
New
$10.83 - $21.83 $13K - $26.2K
1.2K $21K
RSG
Republic Services, Inc.

Industrials
106
New
$189.34 - $208.21 $20.1K - $22.1K
106 $21K
SJM
J M Smucker CO

Consumer Defensive
167
New
$109.12 - $122.4 $18.2K - $20.4K
167 $20K
GDV
Gabelli Dividend & Income Trust

Financial Services
848
New
$22.05 - $24.45 $18.7K - $20.7K
848 $20K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
116
New
$152.9 - $180.39 $17.7K - $20.9K
116 $20K
PWR
Quanta Services, Inc.

Industrials
68
New
$239.58 - $298.23 $16.3K - $20.3K
68 $20K
ASML
Asml Holding Nv

Technology
24
New
$749.82 - $1098.95 $18K - $26.4K
24 $19K
BDX
Becton Dickinson & CO

Healthcare
79
New
$221.47 - $242.41 $17.5K - $19.2K
79 $19K
ITOT
Ishares Core S&P Total U.S. St

ETFs
154
New
$113.41 - $125.62 $17.5K - $19.3K
154 $19K
EME
Emcor Group, Inc.

Industrials
45
New
$340.22 - $435.6 $15.3K - $19.6K
45 $19K
NVS
Novartis Ag

Healthcare
169
New
$106.13 - $120.89 $17.9K - $20.4K
169 $19K
LQD
Ishares Iboxx $ Investment Gra

ETFs
172
New
$106.11 - $113.72 $18.3K - $19.6K
172 $19K
CPNG
Coupang, Inc.

Consumer Cyclical
800
New
$19.79 - $24.92 $15.8K - $19.9K
800 $19K
CRUS
Cirrus Logic, Inc.

Technology
151
New
$112.86 - $145.69 $17K - $22K
151 $18K
BLK
Black Rock Inc.

Financial Services
19
New
$782.27 - $949.51 $14.9K - $18K
19 $18K
VDE
Vanguard Energy ETF

ETFs
155
New
$117.44 - $131.06 $18.2K - $20.3K
155 $18K
IIM
Invesco Value Municipal Income Trust

Financial Services
1.47K
New
$12.19 - $12.99 $18K - $19.1K
1.47K $18K
TRGP
Targa Resources Corp.

Energy
120
New
$127.86 - $156.46 $15.3K - $18.8K
120 $17K
IAT
Ishares Tr

ETFs
370
New
$40.8 - $48.93 $15.1K - $18.1K
370 $17K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
80
New
$210.25 - $231.86 $16.8K - $18.5K
80 $17K
GILD
Gilead Sciences, Inc.

Healthcare
209
New
$66.59 - $83.99 $13.9K - $17.6K
209 $17K
AXON
Axon Enterprise, Inc.

Industrials
45
New
$286.16 - $399.6 $12.9K - $18K
45 $17K
IGV
Ishares Expanded Tech Software

ETFs
200
New
$77.94 - $89.37 $15.6K - $17.9K
200 $17K
GWW
W.W. Grainger, Inc.

Industrials
17
New
$896.19 - $1044.18 $15.2K - $17.8K
17 $17K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
138
New
$111.9 - $124.28 $15.4K - $17.2K
138 $17K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
662
New
$25.19 - $25.5 $16.7K - $16.9K
662 $16K
SMCI
Super Micro Computer, Inc.

Technology
40
New
$386.46 - $909.96 $15.5K - $36.4K
40 $16K
NICE
Nice Ltd.

Technology
94
New
$154.95 - $184.96 $14.6K - $17.4K
94 $16K
NVO
Novo Nordisk A S

Healthcare
141
New
$119.07 - $145.42 $16.8K - $20.5K
141 $16K
VCIT
Vanguard Intermediate Term Cor

ETFs
200
New
$79.29 - $84.02 $15.9K - $16.8K
200 $16K
IWN
Ishares Russell2000 Val ETF

ETFs
100
New
$150.05 - $171.34 $15K - $17.1K
100 $16K
JETS
ETF Ser Solutions U S Global J

ETFs
776
New
$16.76 - $20.84 $13K - $16.2K
776 $16K
DELL
Dell Technologies Inc.

Technology
135
New
$87.89 - $145.97 $11.9K - $19.7K
135 $16K
CMI
Cummins Inc

Industrials
50
New
$266.63 - $326.4 $13.3K - $16.3K
50 $16K
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