Harwood Advisory
Latest statistics and disclosures from Darwin Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AFIF, MGK, EFA, AAPL, QQQ, and represent 18.01% of Darwin Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MGK (+$14M), EFA (+$14M), AAPL (+$12M), QQQ (+$11M), BOND (+$8.6M), IEI (+$6.8M), QQEW (+$6.6M), PG (+$6.5M), AMZN (+$6.2M), MSFT (+$5.1M).
- Started 570 new stock positions in TXN, WSM, FTRE, F, JNK, ADI, KNG, CI, ONEQ, CVM.
- Reduced shares in these 10 stocks: SRLN (-$8.3M), BIL (-$6.6M), NOW, MCHI, ANGL, NFLX, XLP, QAI, XLV, AFIF.
- Darwin Wealth Management was a net buyer of stock by $159M.
- Darwin Wealth Management has $365M in assets under management (AUM), dropping by 80.97%.
- Central Index Key (CIK): 0001663224
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Portfolio Holdings for Darwin Wealth Management
Darwin Wealth Management holds 648 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Darwin Wealth Management has 648 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Darwin Wealth Management Sept. 30, 2024 positions
- Download the Darwin Wealth Management September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Two Rds Shared Tr Anfield Unvl Etf (AFIF) | 4.0 | $14M | -3% | 1.6M | 9.22 |
|
| Vanguard World Mega Grwth Ind (MGK) | 3.9 | $14M | NEW | 44k | 321.95 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 3.7 | $14M | NEW | 163k | 83.63 |
|
| Apple (AAPL) | 3.3 | $12M | NEW | 52k | 233.00 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.1 | $11M | NEW | 23k | 488.07 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 3.1 | $11M | -3% | 447k | 25.13 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 2.9 | $11M | -2% | 217k | 49.41 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 2.8 | $10M | 192k | 53.04 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 2.4 | $8.6M | NEW | 91k | 94.61 |
|
| Ishares Msci Emrg Chn (EMXC) | 2.2 | $7.9M | +22% | 129k | 61.11 |
|
| Select Sector Spdr Tr Technology (XLK) | 2.2 | $7.8M | -5% | 35k | 225.76 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.9 | $6.9M | -16% | 234k | 29.41 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.9 | $6.8M | NEW | 57k | 119.61 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 1.8 | $6.6M | 135k | 48.95 |
|
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 1.8 | $6.6M | NEW | 52k | 125.45 |
|
| Procter & Gamble Company (PG) | 1.8 | $6.5M | NEW | 37k | 173.20 |
|
| New York Life Investments Et Nyli Hedge Multi (QAI) | 1.7 | $6.3M | -10% | 198k | 32.08 |
|
| Amazon (AMZN) | 1.7 | $6.2M | NEW | 33k | 186.33 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 1.6 | $5.7M | -2% | 240k | 23.69 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.4 | $5.2M | -12% | 34k | 154.02 |
|
| Microsoft Corporation (MSFT) | 1.4 | $5.1M | NEW | 12k | 430.32 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.4 | $5.0M | -3% | 61k | 82.94 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.3 | $4.8M | -6% | 53k | 90.40 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 1.2 | $4.5M | -7% | 99k | 45.24 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 1.2 | $4.4M | +313% | 77k | 56.73 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 1.1 | $3.9M | -10% | 108k | 36.38 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $3.9M | NEW | 10k | 375.38 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.1 | $3.9M | NEW | 18k | 220.05 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.0 | $3.8M | +212% | 39k | 96.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $3.7M | -5% | 23k | 165.85 |
|
| Analog Devices (ADI) | 0.9 | $3.4M | NEW | 15k | 230.17 |
|
| Metropcs Communications (TMUS) | 0.9 | $3.4M | NEW | 16k | 206.36 |
|
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.9 | $3.4M | -5% | 80k | 41.96 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.9 | $3.2M | +38% | 16k | 200.37 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $3.2M | -21% | 38k | 83.00 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.9 | $3.2M | -2% | 70k | 45.32 |
|
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.8 | $2.9M | +55% | 157k | 18.54 |
|
| Workday Cl A (WDAY) | 0.8 | $2.8M | +82% | 12k | 244.41 |
|
| Invesco Actively Managed Exc S&p500 Downsid (PHDG) | 0.8 | $2.8M | -6% | 73k | 38.21 |
|
| Honeywell International (HON) | 0.8 | $2.8M | NEW | 13k | 206.70 |
|
| Wal-Mart Stores (WMT) | 0.8 | $2.7M | NEW | 34k | 80.75 |
|
| Broadcom (AVGO) | 0.8 | $2.7M | +866% | 16k | 172.50 |
|
| Lam Research Corporation (LRCX) | 0.7 | $2.6M | NEW | 3.2k | 816.13 |
|
| Home Depot (HD) | 0.7 | $2.6M | NEW | 6.5k | 405.18 |
|
| Visa Com Cl A (V) | 0.7 | $2.6M | -2% | 9.5k | 274.96 |
|
| Intuit (INTU) | 0.7 | $2.6M | NEW | 4.1k | 620.93 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.7 | $2.5M | NEW | 27k | 90.80 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.7 | $2.4M | -7% | 18k | 135.44 |
|
| Qualcomm (QCOM) | 0.7 | $2.4M | NEW | 14k | 170.04 |
|
| TJX Companies (TJX) | 0.7 | $2.4M | NEW | 20k | 117.54 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $2.4M | 19k | 121.44 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.6 | $2.3M | NEW | 8.2k | 276.75 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.6 | $2.2M | -15% | 35k | 63.47 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $2.2M | NEW | 3.8k | 576.78 |
|
| Tidal Etf Tr Unlimited Hfnd (HFND) | 0.6 | $2.2M | NEW | 98k | 22.36 |
|
| Ishares Tr Global Equity (GLOF) | 0.6 | $2.2M | -12% | 49k | 44.77 |
|
| Eaton Corp SHS (ETN) | 0.6 | $2.1M | 6.5k | 331.41 |
|
|
| Pulte (PHM) | 0.6 | $2.1M | NEW | 15k | 143.53 |
|
| Boston Scientific Corporation (BSX) | 0.6 | $2.1M | NEW | 25k | 83.80 |
|
| Uber Technologies (UBER) | 0.6 | $2.0M | +42% | 27k | 75.16 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $2.0M | -11% | 11k | 179.16 |
|
| ON Semiconductor (ON) | 0.5 | $1.8M | NEW | 25k | 72.61 |
|
| Mongodb Cl A (MDB) | 0.5 | $1.7M | +14% | 6.2k | 270.37 |
|
| Coca-Cola Company (KO) | 0.4 | $1.6M | NEW | 22k | 71.86 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $1.5M | -3% | 2.9k | 517.74 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $1.5M | 36k | 41.77 |
|
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.4 | $1.5M | NEW | 26k | 59.21 |
|
| Fiserv (FI) | 0.4 | $1.4M | NEW | 8.1k | 179.66 |
|
| Advanced Micro Devices (AMD) | 0.4 | $1.4M | NEW | 8.7k | 164.08 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.3 | $1.2M | NEW | 20k | 59.87 |
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.3 | $1.2M | NEW | 19k | 60.60 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $1.1M | -87% | 28k | 41.76 |
|
| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.3 | $1.1M | -17% | 16k | 68.22 |
|
| Netflix (NFLX) | 0.3 | $1.1M | -55% | 1.5k | 709.27 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.1M | -4% | 6.5k | 167.19 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.3 | $977k | NEW | 9.1k | 107.09 |
|
| Illinois Tool Works (ITW) | 0.3 | $935k | NEW | 3.6k | 262.05 |
|
| First Tr Exchange-traded Limited Duration (FSIG) | 0.2 | $860k | 45k | 19.20 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $850k | NEW | 4.5k | 189.80 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $802k | -2% | 905.00 | 886.47 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 0.2 | $797k | NEW | 17k | 45.75 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $796k | NEW | 6.6k | 121.15 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $790k | -2% | 7.4k | 106.76 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $735k | NEW | 3.7k | 198.06 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) | 0.2 | $715k | +7% | 16k | 44.94 |
|
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.2 | $713k | -9% | 4.2k | 169.23 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $687k | +96% | 2.8k | 243.06 |
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.2 | $682k | NEW | 18k | 38.66 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $678k | NEW | 9.0k | 75.17 |
|
| United Parcel Service CL B (UPS) | 0.2 | $673k | NEW | 4.9k | 136.35 |
|
| Lowe's Companies (LOW) | 0.2 | $661k | NEW | 2.4k | 270.85 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $621k | 1.1k | 573.53 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $613k | NEW | 1.0k | 584.50 |
|
| UnitedHealth (UNH) | 0.2 | $586k | 1.0k | 584.93 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $582k | NEW | 1.1k | 527.70 |
|
| Johnson & Johnson (JNJ) | 0.1 | $492k | NEW | 3.0k | 162.06 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $483k | NEW | 6.7k | 71.76 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) | 0.1 | $457k | 13k | 34.77 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $443k | -3% | 2.1k | 210.83 |
|
| Ge Aerospace Com New (GE) | 0.1 | $438k | NEW | 2.3k | 188.54 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $430k | 3.7k | 117.22 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $422k | 3.7k | 115.30 |
|
|
| Verizon Communications (VZ) | 0.1 | $417k | -3% | 9.3k | 44.91 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $409k | 5.7k | 71.73 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $388k | 3.9k | 99.49 |
|
|
| Abbvie (ABBV) | 0.1 | $383k | -2% | 1.9k | 197.52 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $378k | NEW | 426.00 | 886.66 |
|
| Applied Materials (AMAT) | 0.1 | $375k | NEW | 1.9k | 202.09 |
|
| Pepsi (PEP) | 0.1 | $369k | NEW | 2.2k | 170.08 |
|
| Brown & Brown (BRO) | 0.1 | $352k | NEW | 3.4k | 103.60 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $345k | NEW | 17k | 20.38 |
|
| Servicenow (NOW) | 0.1 | $340k | -88% | 380.00 | 894.39 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $322k | -95% | 3.5k | 91.81 |
|
| Raymond James Financial (RJF) | 0.1 | $312k | NEW | 2.5k | 122.45 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $302k | -4% | 1.7k | 177.33 |
|
| Fidelity Covington Trust Momentum Factr (FDMO) | 0.1 | $290k | NEW | 4.4k | 66.14 |
|
| At&t (T) | 0.1 | $283k | 13k | 22.00 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $281k | -4% | 570.00 | 493.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $278k | NEW | 604.00 | 460.26 |
|
| Allstate Corporation (ALL) | 0.1 | $275k | NEW | 1.4k | 189.69 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $272k | 770.00 | 353.39 |
|
|
| S&p Global (SPGI) | 0.1 | $272k | -5% | 526.00 | 516.89 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $270k | NEW | 436.00 | 618.31 |
|
| T. Rowe Price (TROW) | 0.1 | $266k | -6% | 2.4k | 108.94 |
|
| Toll Brothers (TOL) | 0.1 | $261k | NEW | 1.7k | 154.53 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $239k | -4% | 5.3k | 45.49 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $239k | +8% | 2.3k | 104.65 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $232k | -11% | 1.1k | 202.80 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $231k | -6% | 470.00 | 491.27 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $230k | NEW | 2.3k | 101.25 |
|
| Meta Platforms Cl A (META) | 0.1 | $223k | NEW | 389.00 | 572.54 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.1 | $222k | NEW | 9.0k | 24.64 |
|
| Amgen (AMGN) | 0.1 | $219k | NEW | 679.00 | 322.00 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $218k | NEW | 1.0k | 211.83 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $216k | NEW | 1.7k | 128.18 |
|
| Everest Re Group (EG) | 0.1 | $215k | -4% | 549.00 | 391.88 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $213k | NEW | 8.5k | 25.13 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) | 0.1 | $212k | 4.6k | 46.51 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $212k | NEW | 695.00 | 304.50 |
|
| First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) | 0.1 | $211k | -46% | 9.7k | 21.76 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $205k | -4% | 7.8k | 26.14 |
|
| Jabil Circuit (JBL) | 0.1 | $196k | NEW | 1.6k | 119.80 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $194k | NEW | 4.3k | 45.11 |
|
| Tesla Motors (TSLA) | 0.1 | $193k | -38% | 739.00 | 261.67 |
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.1 | $193k | NEW | 3.1k | 61.35 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $189k | NEW | 956.00 | 197.24 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $189k | NEW | 2.5k | 75.10 |
|
| Starbucks Corporation (SBUX) | 0.1 | $185k | NEW | 1.9k | 97.51 |
|
| Western Union Company (WU) | 0.1 | $185k | NEW | 16k | 11.93 |
|
| Cisco Systems (CSCO) | 0.0 | $182k | NEW | 3.4k | 53.22 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $182k | NEW | 1.9k | 95.75 |
|
| American Water Works (AWK) | 0.0 | $178k | NEW | 1.2k | 146.25 |
|
| Caterpillar (CAT) | 0.0 | $176k | NEW | 450.00 | 391.28 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $176k | NEW | 3.3k | 52.87 |
|
| Walt Disney Company (DIS) | 0.0 | $176k | NEW | 1.8k | 96.19 |
|
| General Mills (GIS) | 0.0 | $175k | NEW | 2.4k | 73.84 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $173k | NEW | 304.00 | 568.80 |
|
| Progressive Corporation (PGR) | 0.0 | $163k | NEW | 643.00 | 253.95 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $161k | NEW | 3.8k | 41.95 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $158k | NEW | 1.7k | 90.64 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $157k | NEW | 2.3k | 67.51 |
|
| Target Corporation (TGT) | 0.0 | $153k | NEW | 980.00 | 155.94 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $150k | NEW | 782.00 | 191.38 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.0 | $145k | -94% | 2.8k | 50.91 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $139k | NEW | 1.7k | 80.29 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $130k | NEW | 413.00 | 314.39 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $128k | NEW | 1.1k | 116.91 |
|
| Steel Dynamics (STLD) | 0.0 | $126k | NEW | 1.0k | 126.14 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $123k | NEW | 6.7k | 18.48 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.0 | $119k | NEW | 3.4k | 35.42 |
|
| Altria (MO) | 0.0 | $116k | NEW | 2.3k | 51.03 |
|
| Kkr & Co (KKR) | 0.0 | $114k | NEW | 872.00 | 130.61 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $114k | NEW | 514.00 | 220.82 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $111k | NEW | 1.3k | 88.11 |
|
| First Tr Exchange-traded First Trust S&p (KNGZ) | 0.0 | $111k | NEW | 3.2k | 34.38 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) | 0.0 | $110k | NEW | 2.7k | 40.43 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $110k | NEW | 1.3k | 83.23 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $109k | NEW | 283.00 | 383.93 |
|
| Helmerich & Payne (HP) | 0.0 | $106k | NEW | 3.5k | 30.42 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $105k | NEW | 1.7k | 62.68 |
|
| West Pharmaceutical Services (WST) | 0.0 | $105k | NEW | 348.00 | 300.24 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.0 | $104k | NEW | 2.3k | 44.71 |
|
| Blackrock Debt Strategies Com New (DSU) | 0.0 | $103k | NEW | 9.3k | 11.03 |
|
| International Business Machines (IBM) | 0.0 | $103k | NEW | 466.00 | 221.08 |
|
| Nextera Energy (NEE) | 0.0 | $100k | NEW | 1.2k | 84.51 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $100k | NEW | 854.00 | 117.32 |
|
| Moody's Corporation (MCO) | 0.0 | $100k | NEW | 210.00 | 475.60 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $100k | NEW | 1.2k | 83.16 |
|
| Union Pacific Corporation (UNP) | 0.0 | $99k | NEW | 403.00 | 246.45 |
|
| Bank of America Corporation (BAC) | 0.0 | $98k | NEW | 2.5k | 39.67 |
|
| Waste Management (WM) | 0.0 | $93k | NEW | 450.00 | 207.54 |
|
| Southern Company (SO) | 0.0 | $91k | NEW | 1.0k | 90.18 |
|
| Pfizer (PFE) | 0.0 | $90k | NEW | 3.1k | 28.94 |
|
| Humana (HUM) | 0.0 | $90k | NEW | 285.00 | 316.57 |
|
| Fidelity Covington Trust Divid Etf Risi (FDRR) | 0.0 | $88k | NEW | 1.7k | 51.49 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $87k | NEW | 206.00 | 423.45 |
|
| Boeing Company (BA) | 0.0 | $86k | NEW | 568.00 | 151.91 |
|
| Paychex (PAYX) | 0.0 | $85k | NEW | 634.00 | 134.17 |
|
| Ishares Tr Yld Optim Bd (BYLD) | 0.0 | $85k | NEW | 3.7k | 22.92 |
|
| Automatic Data Processing (ADP) | 0.0 | $84k | NEW | 305.00 | 276.81 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $83k | NEW | 882.00 | 93.55 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $82k | NEW | 241.00 | 340.48 |
|
| Fortune Brands (FBIN) | 0.0 | $81k | NEW | 900.00 | 89.53 |
|
| Fortinet (FTNT) | 0.0 | $79k | NEW | 1.0k | 77.55 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 0.0 | $78k | NEW | 1.7k | 47.18 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $78k | NEW | 1.1k | 71.60 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $77k | NEW | 272.00 | 283.16 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $76k | NEW | 426.00 | 179.37 |
|
| Petiq Com Cl A (PETQ) | 0.0 | $76k | NEW | 2.5k | 30.77 |
|
| Block Cl A (SQ) | 0.0 | $74k | NEW | 1.1k | 67.13 |
|
| Clorox Company (CLX) | 0.0 | $73k | NEW | 450.00 | 162.79 |
|
| Consolidated Edison (ED) | 0.0 | $71k | NEW | 684.00 | 104.07 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $71k | NEW | 3.9k | 18.04 |
|
| Spdr Ser Tr Aerospace Def (XAR) | 0.0 | $70k | NEW | 446.00 | 157.34 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $68k | NEW | 1.7k | 41.15 |
|
| Tc Energy Corp (TRP) | 0.0 | $66k | NEW | 1.4k | 47.54 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.0 | $65k | NEW | 2.5k | 26.03 |
|
| Realty Income (O) | 0.0 | $65k | NEW | 1.0k | 63.41 |
|
| Kroger (KR) | 0.0 | $63k | NEW | 1.1k | 57.31 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $62k | NEW | 2.2k | 28.41 |
|
| Fidelity National Information Services (FIS) | 0.0 | $60k | -75% | 718.00 | 83.74 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $60k | NEW | 748.00 | 80.27 |
|
| CSX Corporation (CSX) | 0.0 | $59k | NEW | 1.7k | 34.53 |
|
| SYSCO Corporation (SYY) | 0.0 | $58k | NEW | 740.00 | 78.06 |
|
| First Tr Exchange-traded S&p Intl Divid (FID) | 0.0 | $58k | NEW | 3.3k | 17.56 |
|
| Danaher Corporation (DHR) | 0.0 | $55k | NEW | 199.00 | 278.45 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.0 | $54k | NEW | 995.00 | 54.46 |
|
| Philip Morris International (PM) | 0.0 | $54k | NEW | 446.00 | 121.49 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $54k | NEW | 1.2k | 46.74 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $53k | NEW | 1.1k | 46.95 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $53k | NEW | 1.1k | 46.65 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $53k | NEW | 720.00 | 73.65 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $52k | NEW | 829.00 | 63.00 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $50k | NEW | 956.00 | 52.68 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $50k | NEW | 616.00 | 80.76 |
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $50k | NEW | 39.00 | 1273.00 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $49k | NEW | 350.00 | 139.42 |
|
| Intel Corporation (INTC) | 0.0 | $48k | NEW | 2.0k | 23.46 |
|
| Prudential Financial (PRU) | 0.0 | $48k | NEW | 392.00 | 121.24 |
|
| AutoZone (AZO) | 0.0 | $47k | NEW | 15.00 | 3150.07 |
|
| Deere & Company (DE) | 0.0 | $47k | NEW | 113.00 | 417.33 |
|
| Stellantis SHS (STLA) | 0.0 | $47k | NEW | 3.3k | 14.05 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $46k | NEW | 1.4k | 33.24 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $45k | NEW | 217.00 | 206.87 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $44k | NEW | 335.00 | 132.25 |
|
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.0 | $44k | NEW | 762.00 | 57.56 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $44k | NEW | 925.00 | 46.98 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $41k | NEW | 285.00 | 142.14 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $40k | NEW | 314.00 | 127.09 |
|
| Palo Alto Networks (PANW) | 0.0 | $39k | NEW | 115.00 | 342.52 |
|
Past Filings by Darwin Wealth Management
SEC 13F filings are viewable for Darwin Wealth Management going back to 2016
- Darwin Wealth Management 2024 Q3 filed Nov. 8, 2024
- Darwin Wealth Management 2024 Q2 filed Aug. 8, 2024
- Darwin Wealth Management 2024 Q1 filed May 13, 2024
- Darwin Wealth Management 2023 Q4 filed Feb. 7, 2024
- Darwin Wealth Management 2023 Q3 filed Nov. 7, 2023
- Darwin Wealth Management 2023 Q2 filed July 12, 2023
- Darwin Wealth Management 2023 Q1 filed April 18, 2023
- Darwin Wealth Management 2022 Q4 filed Jan. 17, 2023
- Darwin Wealth Management 2022 Q3 filed Oct. 18, 2022
- Darwin Advisors 2022 Q2 filed Aug. 3, 2022
- Darwin Advisors 2022 Q1 filed May 4, 2022
- Darwin Advisors 2021 Q4 filed Jan. 21, 2022
- Darwin Advisors 2021 Q3 filed Oct. 27, 2021
- Darwin Advisors 2021 Q2 filed Aug. 12, 2021
- Darwin Advisors 2021 Q1 filed May 17, 2021
- Darwin Advisors 2020 Q4 filed Feb. 16, 2021