Harwood Advisory

Latest statistics and disclosures from Darwin Advisors's latest quarterly 13F-HR filing:

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Positions held by Harwood Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Darwin Advisors

Companies in the Darwin Advisors portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Mega Grwth Ind Etf Mega Grwth Ind (MGK) 10.0 $47M +87% 251k 185.40
First Tr Exchange Traded Fd Vi Tcw Opportunis Etf Tcw Opportunis (FIXD) 8.7 $40M +185% 728k 55.03
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 (QQQ) 5.1 $24M +374% 85k 277.84
Ishares Trust Iboxx Inv Cp Etf Iboxx Inv Cp Etf (LQD) 3.2 $15M +77% 112k 134.71
Ishares Trust 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT) 3.2 $15M +95% 91k 163.26
Apple (AAPL) 3.1 $15M +269% 126k 115.80
First Tr Exchange Traded Fd Vi Tcw Unconstrai Etf Tcw Unconstrai (UCON) 3.0 $14M +66% 538k 26.22
First Tr Exchange Traded Fd Iv Fst Low Oppt Eft Etf Fst Low Oppt Eft (LMBS) 2.7 $12M +121% 240k 51.68
First Trust Exchange-traded Fu Cap Strength Etf Cap Strength Etf (FTCS) 2.2 $10M +618% 163k 63.26
Netflix (NFLX) 2.2 $10M +42% 20k 500.03
Aberdeen Standard Gold Etf Tru Physcl Gold Shs Etf Physcl Gold Shs (SGOL) 2.0 $9.4M +17% 520k 18.15
Select Sector Spdr Trust Technology Etf Technology (XLK) 1.8 $8.4M +1368% 72k 116.70
Ishares Trust Yld Optim Bd Etf Yld Optim Bd (BYLD) 1.7 $7.9M +5% 308k 25.73
Paypal Holdings (PYPL) 1.5 $7.0M NEW 36k 197.02

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Amazon (AMZN) 1.5 $6.9M -27% 2.2k 3149.25
Ishares Trust Conser Alloc Etf Conser Alloc Etf (AOK) 1.5 $6.9M -61% 185k 37.16
Ishares Trust S&p 100 Etf S&p 100 Etf (OEF) 1.4 $6.5M -59% 42k 155.71
Invesco Exchange Traded Fund T Fndmntl Hy Crp Etf Fndmntl Hy Crp (PHB) 1.4 $6.4M +275% 344k 18.54
Schwab Strategic Tr Us Tips Etf Us Tips Etf (SCHP) 1.3 $6.2M +6% 101k 61.62
Ishares Trust Iboxx Hi Yd Etf Iboxx Hi Yd Etf (HYG) 1.3 $6.2M +7% 74k 83.90
Square Inc Com Cl A Cl A (SQ) 1.1 $4.9M +73% 30k 162.52
Spdr Gold Trust Gold Shs Etf Gold Shs (GLD) 1.0 $4.7M +1056% 27k 177.10
Invesco Exchange Traded Fd Tr Nasdaq Internt Etf Nasdaq Internt (PNQI) 1.0 $4.7M NEW 23k 206.28
Danaher Corporation (DHR) 0.9 $4.4M +471% 20k 215.28
Zoetis Inc Com Cl A Cl A (ZTS) 0.9 $4.2M +579% 26k 165.35
Facebook Inc Com Cl A Cl A (FB) 0.9 $4.2M +267% 16k 261.85
O'reilly Automotive (ORLY) 0.9 $4.0M NEW 8.8k 461.03
Spdr Series Trust Ssga Us Lrg Etf Ssga Us Lrg Etf (LGLV) 0.8 $3.9M -64% 36k 108.37
Proshares Trust S&p 500 Dv Arist Etf S&p 500 Dv Arist (NOBL) 0.8 $3.9M -54% 54k 72.14
Procter & Gamble Company (PG) 0.8 $3.9M 28k 138.97
Msci (MSCI) 0.8 $3.8M NEW 11k 356.74
NVIDIA Corporation (NVDA) 0.8 $3.5M -30% 6.5k 541.15
Servicenow (NOW) 0.7 $3.4M +566% 7.1k 484.96
Home Depot (HD) 0.7 $3.4M -37% 12k 277.65
Vanguard Total Bnd Mrkt Etf Total Bnd Mrkt (BND) 0.7 $3.3M -27% 38k 88.21
Alibaba Group Holding Sponsored Ads (BABA) 0.7 $3.3M NEW 11k 293.97
Activision Blizzard (ATVI) 0.7 $3.2M -8% 39k 80.93
Taiwan Semiconductor Manufactu Sponsored Ads (TSM) 0.7 $3.1M NEW 38k 81.06
Wisdomtree Trust Yld Enh Us Aggregate Bd Yield Enhancd Us (AGGY) 0.7 $3.1M -73% 57k 53.80
Vanguard Div App Etf Div App Etf (VIG) 0.7 $3.1M -65% 24k 128.65
Carvana Co Com Cl A Cl A (CVNA) 0.7 $3.1M NEW 14k 223.04
Veeva Systems Inc Com Cl A Cl A Com (VEEV) 0.7 $3.0M -18% 11k 281.15
Kroger (KR) 0.7 $3.0M 89k 33.91
Jd.com Spon Adr Cl A (JD) 0.6 $3.0M -29% 39k 77.59
Tesla Motors (TSLA) 0.6 $3.0M +110% 6.9k 428.98
West Pharmaceutical Services (WST) 0.6 $3.0M NEW 11k 274.88
Netease Sponsored Ads (NTES) 0.6 $2.9M NEW 6.5k 454.59
Adobe Systems Incorporated (ADBE) 0.6 $2.9M NEW 5.9k 490.30
Advanced Micro Devices (AMD) 0.6 $2.9M -35% 35k 81.98
Okta Inc Com Cl A Cl A (OKTA) 0.6 $2.9M -5% 14k 213.84
Shopify Inc Com Cl A Cl A (SHOP) 0.6 $2.8M -28% 2.8k 1022.80
Twilio Inc Com Cl A Cl A (TWLO) 0.6 $2.8M NEW 11k 247.02
Fastenal Company (FAST) 0.6 $2.8M NEW 62k 45.08
Spdr Series Trust Portfolio Agrgte Etf Portfolio Agrgte (SPAB) 0.6 $2.7M -71% 89k 30.81
MercadoLibre (MELI) 0.6 $2.7M NEW 2.5k 1082.37
Spdr Series Trust Spdr Bloomberg Etf Spdr Bloomberg (BIL) 0.6 $2.7M -65% 30k 91.52
Ishares Trust Core Us Aggbd Et Etf Core Us Aggbd Et (AGG) 0.6 $2.7M -56% 23k 118.01
Ishares Trust Tips Bd Etf Tips Bd Etf (TIP) 0.6 $2.6M +75% 21k 126.49
Coupa Software (COUP) 0.5 $2.5M NEW 9.2k 274.18
Ishares Trust Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP) 0.5 $2.1M +519% 12k 172.81
Ishares Trust 1 3 Yr Treas Bd Etf 1 3 Yr Treas Bd (SHY) 0.5 $2.1M -34% 24k 86.48
Microsoft Corporation (MSFT) 0.4 $2.0M 9.6k 210.30
Ishares Trust Msci Gbl Multifc Etf Msci Gbl Multifc (ACWF) 0.4 $2.0M +521% 68k 29.69
International Business Machines (IBM) 0.4 $2.0M -18% 16k 121.63
Ishares Trust Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO) 0.4 $1.9M NEW 8.4k 221.46
Invesco Exchange Traded Fund T S&p500 Low Vol Etf S&p500 Low Vol (SPLV) 0.3 $1.5M -30% 28k 53.61
Ishares Trust Modert Alloc Etf Modert Alloc Etf (AOM) 0.3 $1.5M -70% 36k 41.04
Johnson & Johnson (JNJ) 0.3 $1.4M -7% 9.7k 148.80
Honeywell International (HON) 0.3 $1.4M -9% 8.7k 164.59
Ishares Trust Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.3 $1.3M NEW 19k 70.22
Ishares Trust Msci Usa Mmentm Etf Msci Usa Mmentm (MTUM) 0.3 $1.3M -63% 8.7k 147.38
Lockheed Martin Corporation (LMT) 0.3 $1.2M -58% 3.3k 383.22
Clorox Company (CLX) 0.3 $1.2M -76% 5.9k 210.18
At&t (T) 0.3 $1.2M -52% 43k 28.51
Alphabet Inc Com Cl C Cap Stk Cl C (GOOG) 0.3 $1.2M -40% 792.00 1468.43
Vanguard High Div Yld Etf High Div Yld (VYM) 0.2 $1.0M -52% 13k 80.94
General Mills (GIS) 0.2 $1.0M -80% 17k 61.63
First Tr Bick Index Fund Com Shs Etf Com Shs (BICK) 0.2 $1.0M NEW 35k 29.09
Ball Corporation (BLL) 0.2 $978k 12k 83.09
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit (SPY) 0.2 $867k -10% 2.6k 334.75
Verizon Communications (VZ) 0.2 $864k -4% 15k 59.44
Fidelity Covington Trust Low Volity Etf (FDLO) 0.2 $844k -43% 21k 39.56
Illinois Tool Works (ITW) 0.2 $826k 4.3k 193.17
United Parcel Service Inc Com Cl B CL B (UPS) 0.2 $820k 4.9k 166.63
UnitedHealth (UNH) 0.2 $774k -39% 2.5k 311.59
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.2 $744k -39% 2.4k 307.44
American Water Works (AWK) 0.2 $713k -63% 4.9k 144.89
Berkshire Hathaway Inc Com Cl B Cl B New (BRK.B) 0.1 $673k -22% 3.2k 212.91
Eaton Corporation SHS (ETN) 0.1 $653k 6.4k 101.90
Berkshire Hathaway Inc Com Cl A Cl A (BRK.A) 0.1 $640k 2.00 320000.00
Spdr Series Trust Portfolio S&p 500 Etf Portfolio S&p500 (SPLG) 0.1 $629k -71% 16k 39.32
Fidelity Covington Trust Momentum Factr (FDMO) 0.1 $581k -57% 14k 40.29
JPMorgan Chase & Co. (JPM) 0.1 $572k -28% 5.9k 96.23
Alphabet Inc Com Cl A Cap Stk Cl A (GOOGL) 0.1 $559k +56% 382.00 1463.11
Bank Of America Corporation 7.25%CNV PFD L (BAC.PL) 0.1 $538k -21% 362.00 1486.19
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $518k -47% 9.5k 54.60
Progressive Corporation (PGR) 0.1 $514k -11% 5.4k 94.62
Visa Inc Com Cl A Com Cl A (V) 0.1 $510k -52% 2.6k 199.84
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.1 $509k -46% 13k 39.00
Walt Disney Company Com Disney (DIS) 0.1 $499k -23% 4.0k 124.04
Vanguard Long Term Bond Etf Long Term Bond (BLV) 0.1 $478k NEW 4.3k 111.81
Jp Morgan Etf Trust Ultra Shrt Inc Etf Ultra Shrt Inc (JPST) 0.1 $469k -56% 9.2k 50.71
Costco Wholesale Corporation (COST) 0.1 $449k -5% 1.3k 354.66
Exxon Mobil Corporation (XOM) 0.1 $449k -11% 13k 34.33
Ishares Trust S&p 500 Val Etf S&p 500 Val Etf (IVE) 0.1 $442k -67% 3.9k 112.30
First Trust Portfolios Shs Etf SHS (QTEC) 0.1 $437k -63% 3.7k 117.06
McDonald's Corporation (MCD) 0.1 $436k 2.0k 219.43
Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.1 $436k NEW 5.5k 78.80
Vaneck Vectors Etf Trust Intermediate Muni Etf Intrmdt Muni Etf (ITM) 0.1 $436k -15% 8.5k 51.26
Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI) 0.1 $410k NEW 2.4k 170.05
Duke Energy Corp Com New (DUK) 0.1 $406k -26% 4.6k 88.53
Invesco Actively Managed Excha Mdrtly Cnsrtiv Etf Mdrtly Cnsrtiv (PSMM) 0.1 $402k -69% 30k 13.53
Pfizer (PFE) 0.1 $399k -24% 11k 36.64
Ishares Tr Core Div Grwth (DGRO) 0.1 $397k -45% 10k 39.74
Royal Caribbean Cruises (RCL) 0.1 $394k 6.1k 64.66
Accenture Shs Class A (ACN) 0.1 $391k 1.7k 226.01
Pimco Etf Trust Inter Mun Bd Act Etf Inter Mun Bd Act (MUNI) 0.1 $378k 6.7k 56.12
Ishares Trust Shrt Nat Mun Etf Shrt Nat Mun Etf (SUB) 0.1 $376k 3.5k 107.92
L3harris Technologies (LHX) 0.1 $361k -17% 2.1k 169.48
3M Company (MMM) 0.1 $342k +34% 2.1k 159.81
Pepsi (PEP) 0.1 $331k -6% 2.4k 138.44
Starbucks Corporation (SBUX) 0.1 $323k -64% 3.8k 85.72
Franklin Resources (BEN) 0.1 $321k NEW 16k 20.30
Invesco Actively Managed Excha Ultra Shrt Dur Etf Ultra Shrt Dur (GSY) 0.1 $318k -59% 6.3k 50.41
Allstate Corporation (ALL) 0.1 $312k -21% 3.3k 94.09
Cisco Systems (CSCO) 0.1 $308k -58% 7.8k 39.33
Ishares Trust National Mun Etf National Mun Etf (MUB) 0.1 $307k 2.7k 115.72
First Trust Exchange-traded Fu Dj Internt Idx Etf Dj Internt Idx (FDN) 0.1 $306k -8% 1.6k 187.73
Ishares Trust S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW) 0.1 $306k -25% 1.3k 230.77
Coca-Cola Company (KO) 0.1 $285k -16% 5.8k 49.29
Thermo Fisher Scientific (TMO) 0.1 $281k +11% 638.00 440.44
Vanguard Mortg-back Sec Etf Mortg-back Sec (VMBS) 0.1 $275k -83% 5.1k 54.08
Delta Air Lines Com New (DAL) 0.1 $263k -9% 8.6k 30.51
Wal-Mart Stores (WMT) 0.1 $257k -6% 1.8k 139.60
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $255k -53% 3.4k 75.29
Waste Management (WM) 0.1 $249k -13% 2.2k 113.08
Global X Fds Nasdaq 100 Cover Etf Nasdaq 100 Cover (QYLD) 0.1 $248k NEW 12k 21.50
Lowe's Companies (LOW) 0.1 $248k -12% 1.5k 165.55
Merck & Co (MRK) 0.1 $243k +2% 2.9k 82.96
Ishares Trust Barclays 7 10 Yr Etf Barclays 7 10 Yr (IEF) 0.1 $238k -41% 2.0k 121.49
Ishares Trust Us Hlthcare Etf Us Hlthcare Etf (IYH) 0.1 $234k 1.0k 226.96
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $230k -8% 16k 14.33
Etf Series Solutions Us Glb Jets Etf Us Glb Jets (JETS) 0.0 $220k -2% 13k 16.83
Union Pacific Corporation (UNP) 0.0 $217k NEW 1.1k 196.56
Humana (HUM) 0.0 $216k -9% 523.00 413.00
Ringcentral Inc Com Cl A Cl A (RNG) 0.0 $208k -93% 761.00 273.32
Ishares Trust Russell 2000 Etf Russell 2000 Etf (IWM) 0.0 $202k -31% 1.4k 149.08
Amgen (AMGN) 0.0 $200k -8% 788.00 253.81
Nuveen Tax-Advantaged Dividend Growth (JTD) 0.0 $178k -21% 14k 13.05
Two Rds Shared Trust Anfield Unvl Etf Anfield Unvl Etf (AFIF) 0.0 $154k NEW 16k 9.79
Valley National Ban (VLY) 0.0 $111k 16k 6.81
Mcewen Mining (MUX) 0.0 $37k 36k 1.04

Past Filings by Darwin Advisors

SEC 13F filings are viewable for Darwin Advisors going back to 2016

View all past filings