Harwood Advisory
Latest statistics and disclosures from Darwin Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, XLK, MGK, SGOL, AFIF, and represent 27.11% of Darwin Advisors's stock portfolio.
- Added to shares of these 10 stocks: SRLN (+$13M), ANGL (+$5.8M), SPYG (+$5.2M), FNDX (+$5.1M), IWY, XLY, XLF, BND, PRU, XLC.
- Started 15 new stock positions in ANGL, CNC, AMT, PRU, DDOG, PAVE, PCN, DSU, PANW, FPEI. DE, FNDX, QCLN, SAVA, PSA.
- Reduced shares in these 10 stocks: IGSB (-$16M), QQQ (-$6.5M), BLV (-$5.2M), MGK (-$5.2M), SGOL, EFA, EEM, CEMB, AMZN, RPG.
- Sold out of its positions in BA, FBHS, RPG, CEMB, IGSB, LHX, SCHO, SWK, SYY, MMM. WFC.
- Darwin Advisors was a net seller of stock by $-19M.
- Darwin Advisors has $609M in assets under management (AUM), dropping by -3.95%.
- Central Index Key (CIK): 0001663224
Tip: Access up to 7 years of quarterly data
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 March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.1 | $49M | -11% | 135k | 362.54 | |
Select Sector Spdr Tr Technology (XLK) | 5.8 | $35M | 222k | 158.93 | ||
Vanguard World Mega Grwth Ind (MGK) | 5.6 | $34M | -13% | 144k | 235.40 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 3.9 | $24M | -16% | 1.3M | 18.58 | |
Two Rds Shared Tr Anfield Unvl Etf (AFIF) | 3.8 | $23M | -4% | 2.5M | 9.23 | |
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 3.4 | $20M | -2% | 446k | 45.76 | |
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 3.2 | $20M | -6% | 763k | 25.53 | |
Ssga Active Etf Tr Blackstone Senr (SRLN) | 3.0 | $18M | +246% | 410k | 44.96 | |
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 2.6 | $16M | -7% | 319k | 49.58 | |
First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) | 2.6 | $16M | 654k | 24.14 | ||
Ishares Tr U.s. Tech Etf (IYW) | 2.4 | $15M | -10% | 141k | 103.04 | |
Apple (AAPL) | 2.2 | $14M | -10% | 78k | 174.61 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.7 | $11M | +99% | 158k | 66.21 | |
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 1.7 | $10M | -11% | 205k | 48.95 | |
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Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $9.7M | +19% | 21k | 453.71 | |
Ishares Tr Msci Eafe Etf (EFA) | 1.6 | $9.6M | -33% | 130k | 73.60 | |
Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.5 | $9.4M | +98% | 59k | 158.87 | |
First Tr Exchange-traded Cap Strength Etf (FTCS) | 1.5 | $9.0M | -15% | 115k | 78.20 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.4 | $8.8M | +91% | 48k | 184.99 | |
Ishares Tr Msci Gbl Multifc (ACWF) | 1.4 | $8.4M | -15% | 226k | 36.91 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $8.3M | -15% | 53k | 157.71 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.3 | $7.8M | -14% | 78k | 100.50 | |
Indexiq Etf Tr Hedge Mlti Etf (QAI) | 1.3 | $7.8M | +22% | 254k | 30.84 | |
Microsoft Corporation (MSFT) | 1.2 | $7.4M | -8% | 24k | 308.31 | |
Amplify Etf Tr Blackswan Grwt (SWAN) | 1.2 | $7.2M | +31% | 231k | 31.32 | |
Amazon (AMZN) | 1.2 | $7.2M | -25% | 2.2k | 3260.18 | |
Select Sector Spdr Tr Financial (XLF) | 1.1 | $6.9M | +78% | 181k | 38.32 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $6.0M | -7% | 55k | 107.88 | |
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.0 | $5.8M | NEW | 192k | 30.40 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.9 | $5.3M | +53% | 51k | 102.99 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.9 | $5.2M | +116% | 66k | 79.54 | |
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.8 | $5.1M | NEW | 88k | 58.50 | |
Select Sector Spdr Tr Communication (XLC) | 0.8 | $4.8M | +99% | 70k | 68.79 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.8 | $4.6M | -45% | 102k | 45.15 | |
Etf Ser Solutions Nationwide Nasdq (NUSI) | 0.7 | $4.5M | +35% | 183k | 24.55 | |
Cisco Systems (CSCO) | 0.7 | $4.2M | +69% | 75k | 55.75 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $4.1M | +48% | 30k | 137.00 | |
NVIDIA Corporation (NVDA) | 0.7 | $4.1M | -30% | 15k | 272.84 | |
Ishares Tr Yld Optim Bd (BYLD) | 0.7 | $4.0M | +3% | 169k | 23.52 | |
Adobe Systems Incorporated (ADBE) | 0.6 | $3.9M | +4% | 8.5k | 455.68 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $3.8M | -37% | 1.4k | 2781.68 | |
Procter & Gamble Company (PG) | 0.6 | $3.8M | -14% | 25k | 152.81 | |
Ishares Tr S&p 100 Etf (OEF) | 0.6 | $3.5M | -3% | 17k | 208.50 | |
First Tr Bick Index Com Shs (BICK) | 0.5 | $3.3M | -14% | 112k | 29.87 | |
Comcast Corp Cl A (CMCSA) | 0.5 | $3.3M | -6% | 71k | 46.82 | |
Netflix (NFLX) | 0.5 | $3.2M | -8% | 8.6k | 374.56 | |
Costco Wholesale Corporation (COST) | 0.5 | $3.2M | -7% | 5.6k | 575.92 | |
Honeywell International (HON) | 0.5 | $3.1M | -11% | 16k | 194.57 | |
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.5 | $3.0M | -63% | 32k | 91.69 | |
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.5 | $2.8M | +86% | 30k | 91.25 | |
Home Depot (HD) | 0.4 | $2.7M | 8.9k | 299.40 | ||
Prudential Financial (PRU) | 0.4 | $2.6M | NEW | 22k | 118.18 | |
Paypal Holdings (PYPL) | 0.4 | $2.5M | +45% | 22k | 115.67 | |
Tesla Motors (TSLA) | 0.4 | $2.5M | -49% | 2.3k | 1077.80 | |
Qualcomm (QCOM) | 0.4 | $2.4M | -7% | 16k | 152.85 | |
Intuit (INTU) | 0.4 | $2.4M | +9% | 5.0k | 480.92 | |
Automatic Data Processing (ADP) | 0.4 | $2.2M | -3% | 9.7k | 227.58 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.3 | $2.1M | +54% | 24k | 88.16 | |
Johnson & Johnson (JNJ) | 0.3 | $2.1M | -8% | 12k | 177.20 | |
Starbucks Corporation (SBUX) | 0.3 | $2.1M | +2% | 23k | 90.97 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $2.0M | +6% | 16k | 132.10 | |
Paychex (PAYX) | 0.3 | $2.0M | -5% | 14k | 136.46 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $1.9M | 20k | 94.93 | ||
Moody's Corporation (MCO) | 0.3 | $1.9M | +77% | 5.5k | 337.51 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $1.8M | -18% | 22k | 83.34 | |
Metropcs Communications (TMUS) | 0.3 | $1.8M | -19% | 14k | 128.37 | |
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.3 | $1.7M | +42% | 135k | 12.89 | |
Ishares Tr Conser Alloc Etf (AOK) | 0.3 | $1.7M | -24% | 46k | 37.68 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.5M | -18% | 529.00 | 2792.06 | |
International Business Machines (IBM) | 0.2 | $1.5M | 11k | 130.06 | ||
Ishares Tr Tips Bd Etf (TIP) | 0.2 | $1.5M | -9% | 12k | 124.56 | |
Palo Alto Networks (PANW) | 0.2 | $1.4M | NEW | 2.3k | 622.37 | |
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.2 | $1.4M | -3% | 9.9k | 143.69 | |
Micron Technology (MU) | 0.2 | $1.4M | -9% | 18k | 77.89 | |
United Parcel Service CL B (UPS) | 0.2 | $1.4M | -22% | 6.5k | 214.42 | |
Broadcom (AVGO) | 0.2 | $1.4M | -6% | 2.2k | 629.80 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $1.4M | -23% | 5.3k | 255.84 | |
Advanced Micro Devices (AMD) | 0.2 | $1.3M | 12k | 109.33 | ||
Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $1.3M | 87k | 15.37 | ||
Lam Research Corporation (LRCX) | 0.2 | $1.3M | +5% | 2.5k | 537.34 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.3M | -59% | 5.8k | 227.63 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.3M | +12% | 4.7k | 277.58 | |
Synopsys (SNPS) | 0.2 | $1.2M | 3.7k | 333.33 | ||
Public Storage (PSA) | 0.2 | $1.2M | NEW | 3.1k | 390.30 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.2M | -7% | 11k | 108.35 | |
S&p Global (SPGI) | 0.2 | $1.2M | -4% | 2.9k | 410.29 | |
Eaton Corp SHS (ETN) | 0.2 | $1.2M | +19% | 7.7k | 151.70 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.1M | +9% | 6.9k | 165.92 | |
Block Cl A (SQ) | 0.2 | $1.1M | -5% | 8.3k | 135.60 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.1M | -5% | 6.8k | 162.14 | |
Ball Corporation (BLL) | 0.2 | $1.1M | 12k | 89.97 | ||
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $1.0M | 15k | 67.11 | ||
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.2 | $977k | +11% | 34k | 28.42 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $889k | -2% | 2.1k | 415.23 | |
UnitedHealth (UNH) | 0.1 | $870k | 1.7k | 509.96 | ||
Datadog Cl A Com (DDOG) | 0.1 | $839k | NEW | 5.5k | 151.44 | |
Lockheed Martin Corporation (LMT) | 0.1 | $836k | -4% | 1.9k | 441.39 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $822k | 1.8k | 451.65 | ||
Thermo Fisher Scientific (TMO) | 0.1 | $791k | 1.3k | 590.30 | ||
Exxon Mobil Corporation (XOM) | 0.1 | $772k | -6% | 9.3k | 82.63 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $753k | -3% | 6.7k | 112.24 | |
Illinois Tool Works (ITW) | 0.1 | $747k | -2% | 3.6k | 209.48 | |
Meta Platforms Cl A (FB) | 0.1 | $730k | +16% | 3.3k | 222.36 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $709k | -2% | 2.0k | 352.91 | |
Verizon Communications (VZ) | 0.1 | $653k | -2% | 13k | 50.92 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $652k | -3% | 3.9k | 168.34 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $651k | 4.8k | 136.31 | ||
Mastercard Incorporated Cl A (MA) | 0.1 | $636k | 1.8k | 357.10 | ||
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $626k | +53% | 13k | 48.29 | |
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $611k | -5% | 22k | 27.77 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $604k | -2% | 6.6k | 91.47 | |
Zoetis Cl A (ZTS) | 0.1 | $593k | +16% | 3.1k | 188.43 | |
Progressive Corporation (PGR) | 0.1 | $589k | -3% | 5.2k | 114.04 | |
Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $579k | -21% | 12k | 47.86 | |
Duke Energy Corp Com New (DUK) | 0.1 | $547k | 4.9k | 111.70 | ||
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $529k | -2% | 6.9k | 76.42 | |
O'reilly Automotive (ORLY) | 0.1 | $519k | +9% | 758.00 | 684.70 | |
Twilio Cl A (TWLO) | 0.1 | $495k | +57% | 3.0k | 164.78 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $490k | +12% | 1.2k | 398.37 | |
Danaher Corporation (DHR) | 0.1 | $482k | +15% | 1.6k | 293.19 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $466k | -22% | 4.4k | 107.08 | |
Coupa Software (COUP) | 0.1 | $464k | +58% | 4.6k | 101.60 | |
At&t (T) | 0.1 | $464k | -4% | 20k | 23.61 | |
General Mills (GIS) | 0.1 | $452k | -52% | 6.7k | 67.70 | |
Chipotle Mexican Grill (CMG) | 0.1 | $449k | +20% | 284.00 | 1580.99 | |
Franklin Resources (BEN) | 0.1 | $441k | 16k | 27.89 | ||
Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $437k | -8% | 10k | 42.95 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $428k | +29% | 2.3k | 187.97 | |
Allstate Corporation (ALL) | 0.1 | $426k | 3.1k | 138.40 | ||
Vertiv Holdings Com Cl A (VRT) | 0.1 | $413k | +111% | 30k | 13.99 | |
Lowe's Companies (LOW) | 0.1 | $412k | -71% | 2.0k | 201.96 | |
Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $412k | +15% | 3.8k | 108.51 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $408k | -3% | 2.6k | 155.84 | |
American Water Works (AWK) | 0.1 | $405k | -4% | 2.4k | 165.58 | |
Fidelity Covington Trust Momentum Factr (FDMO) | 0.1 | $377k | 7.4k | 51.01 | ||
Walt Disney Company (DIS) | 0.1 | $352k | -11% | 2.6k | 137.07 | |
Etsy (ETSY) | 0.1 | $335k | +50% | 2.7k | 124.30 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $334k | 1.6k | 205.41 | ||
Visa Com Cl A (V) | 0.1 | $334k | -2% | 1.5k | 221.63 | |
Fidelity Covington Trust Low Volity Etf (FDLO) | 0.1 | $327k | 6.5k | 50.07 | ||
Pfizer (PFE) | 0.1 | $325k | -3% | 6.3k | 51.76 | |
Seacoast Bkg Corp Fla Com New (SBCF) | 0.1 | $324k | 9.3k | 35.03 | ||
Fidelity National Information Services (FIS) | 0.1 | $313k | 3.1k | 100.58 | ||
Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $298k | 1.0k | 289.04 | ||
Wal-Mart Stores (WMT) | 0.0 | $298k | -73% | 2.0k | 148.93 | |
Union Pacific Corporation (UNP) | 0.0 | $292k | -6% | 1.1k | 273.15 | |
Coca-Cola Company (KO) | 0.0 | $292k | -4% | 4.7k | 62.09 | |
Msci (MSCI) | 0.0 | $275k | +27% | 546.00 | 503.66 | |
Eli Lilly & Co. (LLY) | 0.0 | $274k | 957.00 | 286.31 | ||
McDonald's Corporation (MCD) | 0.0 | $266k | -5% | 1.1k | 247.21 | |
Waste Management (WM) | 0.0 | $258k | 1.6k | 158.48 | ||
Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $249k | 5.3k | 47.32 | ||
Brown & Brown (BRO) | 0.0 | $246k | 3.4k | 72.35 | ||
Centene Corporation (CNC) | 0.0 | $244k | NEW | 2.9k | 84.20 | |
Clorox Company (CLX) | 0.0 | $240k | -13% | 1.7k | 138.73 | |
Bk Of America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $236k | 180.00 | 1311.11 | ||
Cassava Sciences (SAVA) | 0.0 | $234k | NEW | 6.3k | 37.18 | |
American Tower Reit (AMT) | 0.0 | $233k | NEW | 929.00 | 250.81 | |
Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $233k | NEW | 8.2k | 28.30 | |
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.0 | $207k | NEW | 11k | 19.37 | |
Target Corporation (TGT) | 0.0 | $207k | -2% | 976.00 | 212.09 | |
Fidelity Covington Trust Qlty Fctor Etf (FQAL) | 0.0 | $206k | 3.9k | 52.31 | ||
Deere & Company (DE) | 0.0 | $204k | NEW | 490.00 | 416.33 | |
First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $200k | NEW | 3.1k | 64.47 | |
PIMCO Corporate Income Fund (PCN) | 0.0 | $167k | NEW | 11k | 15.72 | |
Palantir Technologies Cl A (PLTR) | 0.0 | $142k | 10k | 13.71 | ||
Blackrock Debt Strategies Com New (DSU) | 0.0 | $126k | NEW | 12k | 10.43 | |
Electrameccanica Vehs Corp Com New (SOLO) | 0.0 | $30k | +16% | 14k | 2.18 | |
Mcewen Mining (MUX) | 0.0 | $19k | 22k | 0.86 |
Past Filings by Darwin Advisors
SEC 13F filings are viewable for Darwin Advisors going back to 2016
- 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
- Darwin Advisors 2020 Q3 filed Oct. 16, 2020
- Harwood Advisory Group 2020 Q2 filed Aug. 6, 2020
- Harwood Advisory Group 2020 Q1 filed May 1, 2020
- Harwood Advisory Group 2019 Q4 filed Feb. 14, 2020
- Harwood Advisory Group 2019 Q3 filed Oct. 16, 2019
- Harwood Advisory Group 2019 Q2 filed Aug. 7, 2019
- Harwood Advisory Group 2019 Q1 filed May 1, 2019
- Harwood Advisory Group 2018 Q4 filed Jan. 25, 2019
- Harwood Advisory Group 2018 Q3 filed Oct. 23, 2018
- Harwood Advisory Group 2018 Q2 filed Aug. 16, 2018