Darwin Advisors, LLC New Holdings in Q3 2024

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PTH
Invesco Exchange Traded Fd Tr

ETFs
363
New
$42.08 - $47.87 $15.3K - $17.4K
363 $16K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
1.11K
New
$12.65 - $13.91 $14.1K - $15.5K
1.11K $15K
HESM
Hess Midstream LP

Energy
440
New
$34.91 - $38.61 $15.4K - $17K
440 $15K
SNAP
Snap Inc

Communication Services
1.48K
New
$8.29 - $16.84 $12.3K - $24.9K
1.48K $15K
MMM
3 M CO

Industrials
113
New
$99.69 - $139.42 $11.3K - $15.8K
113 $15K
TDG
Trans Digm Group Inc

Industrials
11
New
$1202.03 - $1427.41 $13.2K - $15.7K
11 $15K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
306
New
$50.25 - $50.74 $15.4K - $15.5K
306 $15K
MSI
Motorola Solutions, Inc.

Technology
34
New
$385.65 - $450.49 $13.1K - $15.3K
34 $15K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.83K
New
$6.71 - $8.78 $12.3K - $16.1K
1.83K $15K
PAA
Plains All American Pipeline LP

Energy
842
New
$17.0 - $19.03 $14.3K - $16K
842 $14K
VT
Vanguard Total World Stk Index

ETFs
117
New
$107.72 - $119.96 $12.6K - $14K
117 $14K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
10
New
$1066.32 - $1355.99 $10.7K - $13.6K
10 $13K
ABT
Abbott Laboratories

Healthcare
116
New
$100.07 - $118.13 $11.6K - $13.7K
116 $13K
PSN
Parsons Corp

Industrials
125
New
$76.52 - $103.68 $9.57K - $13K
125 $12K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
206
New
$54.31 - $61.04 $11.2K - $12.6K
206 $12K
RCM
R1 Rcm Inc.

Healthcare
869
New
$10.9 - $14.18 $9.47K - $12.3K
869 $12K
HWM
Howmet Aerospace Inc.

Industrials
125
New
$77.3 - $100.22 $9.66K - $12.5K
125 $12K
DAL
Delta Air Lines, Inc.

Industrials
250
New
$37.32 - $51.8 $9.33K - $13K
250 $12K
NI
Nisource Inc.

Utilities
375
New
$28.54 - $34.64 $10.7K - $13K
375 $12K
FPE
First Tr Pfd Secs & Income ETF

ETFs
710
New
$17.35 - $18.22 $12.3K - $12.9K
710 $12K
DPZ
Dominos Pizza Inc

Consumer Cyclical
28
New
$402.52 - $505.35 $11.3K - $14.1K
28 $12K
NKE
Nike, Inc.

Consumer Cyclical
127
New
$71.09 - $89.44 $9.03K - $11.4K
127 $11K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
750
New
$14.94 - $15.76 $11.2K - $11.8K
750 $11K
ARTNA
Artesian Resources Corp

Utilities
309
New
$35.06 - $40.86 $10.8K - $12.6K
309 $11K
CIEN
Ciena Corp

Technology
194
New
$45.77 - $62.46 $8.88K - $12.1K
194 $11K
FDS
Factset Research Systems Inc

Financial Services
24
New
$397.04 - $469.48 $9.53K - $11.3K
24 $11K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
257
New
$43.98 - $46.02 $11.3K - $11.8K
257 $11K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
232
New
$43.25 - $48.57 $10K - $11.3K
232 $11K
VDC
Vanguard Consumer Staples ETF

ETFs
51
New
$201.77 - $221.32 $10.3K - $11.3K
51 $11K
CWT
California Water Service Group

Utilities
217
New
$47.83 - $55.5 $10.4K - $12K
217 $11K
LHX
L3 Harris Technologies, Inc.

Industrials
49
New
$221.96 - $243.27 $10.9K - $11.9K
49 $11K
IEF
Ishares Barclays

ETFs
118
New
$92.67 - $99.14 $10.9K - $11.7K
118 $11K
LEN
Lennar Corp

Consumer Cyclical
63
New
$142.5 - $192.45 $8.98K - $12.1K
63 $11K
SPOK
Spok Holdings, Inc

Healthcare
778
New
$14.21 - $16.67 $11.1K - $13K
778 $11K
FIX
Comfort Systems Usa Inc

Industrials
30
New
$292.14 - $396.82 $8.76K - $11.9K
30 $11K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
60
New
$147.95 - $191.05 $8.88K - $11.5K
60 $10K
EVR
Evercore Inc.

Financial Services
43
New
$211.0 - $258.67 $9.07K - $11.1K
43 $10K
MPLX
Mplx LP

Energy
240
New
$40.44 - $45.07 $9.71K - $10.8K
240 $10K
BUG
Global X Fds Cybersecurity ETF

ETFs
329
New
$27.33 - $31.1 $8.99K - $10.2K
329 $10K
SKYY
First Trust Cloud Computing Et

ETFs
103
New
$86.45 - $102.48 $8.9K - $10.6K
103 $10K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
727
New
$12.57 - $15.26 $9.14K - $11.1K
727 $10K
AGNC
Agnc Investment Corp.

Real Estate
993
New
$9.48 - $10.66 $9.41K - $10.6K
993 $10K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.14K
New
$8.26 - $12.16 $9.41K - $13.9K
1.14K $10K
CSWC
Capital Southwest Corp

Financial Services
400
New
$23.56 - $27.07 $9.42K - $10.8K
400 $10K
PCAR
Paccar Inc

Industrials
100
New
$91.64 - $109.98 $9.16K - $11K
100 $9K
AMT
American Tower Corp

Real Estate
42
New
$192.27 - $242.73 $8.08K - $10.2K
42 $9K
OPRA
Opera LTD

Communication Services
625
New
$10.87 - $16.18 $6.79K - $10.1K
625 $9K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
109
New
$78.05 - $88.63 $8.51K - $9.66K
109 $9K
NTNX
Nutanix, Inc.

Technology
160
New
$46.0 - $63.19 $7.36K - $10.1K
160 $9K
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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