Darwin Advisors, LLC New Holdings in Q3 2024

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
10
New
$500.12 - $562.29 $5K - $5.62K
10 $5K
ANSS
Ansys Inc

Technology
17
New
$296.54 - $331.25 $5.04K - $5.63K
17 $5K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
127
New
$44.9 - $47.55 $5.7K - $6.04K
127 $5K
IEMG
Ishares Inc

ETFs
105
New
$53.64 - $53.64 $5.63K - $5.63K
105 $5K
FDX
Fedex Corp

Industrials
19
New
$254.64 - $313.52 $4.84K - $5.96K
19 $5K
TFC
Truist Financial Corp

Financial Services
94
New
$38.22 - $44.94 $3.59K - $4.22K
94 $4K
PAAS
Pan American Silver Corp

Basic Materials
192
New
$18.58 - $24.18 $3.57K - $4.64K
192 $4K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
45
New
$83.76 - $91.82 $3.77K - $4.13K
45 $4K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
70
New
$52.27 - $60.45 $3.66K - $4.23K
70 $4K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
83
New
$51.45 - $52.96 $4.27K - $4.4K
83 $4K
CVS
Cvs Health Corp

Healthcare
66
New
$55.81 - $63.18 $3.68K - $4.17K
66 $4K
ADSK
Autodesk, Inc.

Technology
20
New
$245.83 - $245.83 $4.92K - $4.92K
20 $4K
MS
Morgan Stanley

Financial Services
39
New
$92.07 - $106.96 $3.59K - $4.17K
39 $4K
FLNC
Fluence Energy, Inc.

Utilities
200
New
$13.84 - $22.92 $2.77K - $4.58K
200 $4K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
129
New
$33.74 - $37.96 $4.35K - $4.9K
129 $4K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
196
New
$21.02 - $23.78 $4.12K - $4.66K
196 $4K
KMI
Kinder Morgan, Inc.

Energy
205
New
$19.72 - $22.22 $4.04K - $4.56K
205 $4K
BBY
Best Buy CO Inc

Consumer Cyclical
32
New
$80.23 - $103.29 $2.57K - $3.31K
32 $3K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
35
New
$98.99 - $101.51 $3.46K - $3.55K
35 $3K
VICI
Vici Properties Inc.

Real Estate
107
New
$27.64 - $34.08 $2.96K - $3.65K
107 $3K
VTRS
Viatris Inc

Healthcare
335
New
$10.32 - $12.13 $3.46K - $4.06K
335 $3K
SNA
Snap On Inc

Industrials
13
New
$255.35 - $289.77 $3.32K - $3.77K
13 $3K
KD
Kyndryl Holdings, Inc.

Technology
141
New
$21.78 - $27.63 $3.07K - $3.9K
141 $3K
BIIB
Biogen Inc.

Healthcare
16
New
$189.07 - $236.8 $3.03K - $3.79K
16 $3K
PDI
Pimco Dynamic Income Fund

Financial Services
184
New
$18.7 - $20.25 $3.44K - $3.73K
184 $3K
PSLV
Sprott Physical Silver Trust

Financial Services
350
New
$9.17 - $10.84 $3.21K - $3.79K
350 $3K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
49
New
$69.31 - $77.34 $3.4K - $3.79K
49 $3K
DRI
Darden Restaurants Inc

Consumer Cyclical
22
New
$138.06 - $172.74 $3.04K - $3.8K
22 $3K
AKAM
Akamai Technologies Inc

Technology
39
New
N/A
39 $3K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
350
New
$11.2 - $12.46 $3.92K - $4.36K
350 $3K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
260
New
$12.62 - $13.7 $3.28K - $3.56K
260 $3K
ALB
Albemarle Corp

Basic Materials
36
New
$72.85 - $100.09 $2.62K - $3.6K
36 $3K
KGC
Kinross Gold Corp

Basic Materials
350
New
$8.02 - $9.84 $2.81K - $3.44K
350 $3K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
308
New
$11.72 - $12.38 $3.61K - $3.81K
308 $3K
AMP
Ameriprise Financial Inc

Financial Services
8
New
$391.53 - $469.81 $3.13K - $3.76K
8 $3K
SYM
Symbotic Inc.

Financial Services
125
New
$17.86 - $41.44 $2.23K - $5.18K
125 $3K
USB
Us Bancorp \De\

Financial Services
67
New
$39.04 - $47.23 $2.62K - $3.16K
67 $3K
EXR
Extra Space Storage Inc.

Real Estate
21
New
$151.92 - $183.06 $3.19K - $3.84K
21 $3K
ARCC
Ares Capital Corp

Financial Services
188
New
$19.8 - $21.28 $3.72K - $4K
188 $3K
NEM
Newmont Corp

Basic Materials
68
New
$41.65 - $55.85 $2.83K - $3.8K
68 $3K
NG
Novagold Resources Inc

Basic Materials
800
New
$3.33 - $4.78 $2.66K - $3.82K
800 $3K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
67
New
$43.99 - $46.63 $2.95K - $3.12K
67 $3K
VFC
V F Corp

Consumer Cyclical
149
New
$12.74 - $19.95 $1.9K - $2.97K
149 $2K
WRAP
Wrap Technologies, Inc.

Technology
1.62K
New
$1.4 - $1.96 $2.26K - $3.17K
1.62K $2K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
35
New
$54.33 - $60.04 $1.9K - $2.1K
35 $2K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
13
New
$201.82 - $234.36 $2.62K - $3.05K
13 $2K
HPE
Hewlett Packard Enterprise CO

Technology
123
New
$16.1 - $21.44 $1.98K - $2.64K
123 $2K
JWN
Nordstrom Inc

Consumer Cyclical
99
New
$21.09 - $23.82 $2.09K - $2.36K
99 $2K
BNDX
Vanguard Total International B

ETFs
46
New
$48.42 - $50.35 $2.23K - $2.32K
46 $2K
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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