Darwin Wealth Management, LLC - Q4 2020 holdings

$533 Million is the total value of Darwin Wealth Management, LLC's 162 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 32.9% .

 Value Shares↓ Weighting
MGK BuyVANGUARD MEGA CAP GROWTH ETFmega grwth ind$57,446,000
+23.5%
281,944
+12.4%
10.79%
+7.3%
FIXD SellFIRST TRUST TCWOPPORTUNISTIC FXD INC ETFtcw opportunis$37,330,000
-6.8%
682,084
-6.3%
7.01%
-19.0%
QQQ BuyINVESCO QQQ TRUSTunit ser 1$33,329,000
+41.5%
106,233
+25.3%
6.26%
+23.0%
AAPL BuyAPPLE INC$19,626,000
+34.6%
147,915
+17.5%
3.68%
+17.0%
UCON BuyFIRST TRUST TCW UNCONSTRAINED PLS BD ETFtcw unconstrai$18,043,000
+28.0%
676,300
+25.8%
3.39%
+11.3%
FTCS BuyFIRST TRUST CAPITAL STRENGTH ETFcap strength etf$13,152,000
+27.8%
194,852
+19.8%
2.47%
+11.1%
XLK BuyTECHNOLOGY SELECT SECTOR SPDR ETFtechnology$12,946,000
+53.8%
99,575
+38.0%
2.43%
+33.6%
LMBS BuyFIRST TRUST LOW DURATION OPPOS ETFfst low oppt eft$12,669,000
+2.1%
246,155
+2.5%
2.38%
-11.3%
BYLD BuyISHARES YIELD OPTIMIZED BOND ETFyld optim bd$12,460,000
+57.2%
482,033
+56.5%
2.34%
+36.6%
LQD SellISHAREiboxx inv cp etf$10,679,000
-29.0%
77,315
-30.7%
2.00%
-38.3%
SGOL BuyABERDEEN STANDARD GOLD ETF$10,442,000
+10.6%
571,239
+9.8%
1.96%
-3.9%
AFIF BuyANFIELD UNIVERSAL FIXED INCOME ETFanfield unvl etf$10,100,000
+6458.4%
1,032,352
+6462.9%
1.90%
+5645.5%
TLT SellISHARES 20 YEAR TREASURY BOND ETF20 yr tr bd etf$8,332,000
-43.9%
52,828
-41.9%
1.56%
-51.2%
NFLX SellNETFLIX INC$8,258,000
-18.1%
15,272
-24.3%
1.55%
-28.9%
DHR BuyDANAHER CORP$8,030,000
+83.2%
36,152
+77.6%
1.51%
+59.2%
HYLS NewFIRST TRUST TACTICAL HIGH YIELD ETFfirst tr ta hiyl$7,810,000160,323
+100.0%
1.47%
PNQI BuyINVESCO NASDAQ INTERNET ETFnasdaq internt$7,084,000
+50.0%
31,044
+35.6%
1.33%
+30.4%
AMZN SellAMAZON.COM INC$6,743,000
-2.0%
2,070
-5.3%
1.27%
-14.9%
BLV BuyVANGUARD LONG-TERM BOND ETFlong term bond$6,553,000
+1270.9%
59,773
+1298.2%
1.23%
+1094.2%
HYG SellISHARESiboxx hi yd etf$6,333,000
+2.7%
72,547
-1.3%
1.19%
-10.7%
SCHP BuySCHWAB US TIPS ETFus tips etf$6,317,000
+1.9%
101,756
+1.1%
1.19%
-11.5%
PYPL SellPAYPAL HOLDINGS INC$5,815,000
-17.2%
24,832
-30.3%
1.09%
-28.0%
MSCI BuyMSCI INC$5,660,000
+50.4%
12,675
+20.1%
1.06%
+30.8%
ADBE BuyADOBE INC$5,438,000
+87.1%
10,874
+83.4%
1.02%
+62.6%
FB BuyFACEBOOK INCcl a$5,246,000
+25.5%
19,206
+20.3%
0.98%
+9.1%
OEF SellISHARES S&P 100 ETFs&p 100 etf$5,167,000
-20.8%
30,109
-28.2%
0.97%
-31.2%
ZTS BuyZOETIS INCcl a$5,054,000
+19.5%
30,541
+19.4%
0.95%
+3.8%
TSLA BuyTESLA INC$4,980,000
+67.2%
7,058
+1.7%
0.94%
+45.4%
AOK SellISHARES CORE CONSERVATIVE ALLOCATION ETFconser alloc etf$4,922,000
-28.3%
127,035
-31.2%
0.92%
-37.7%
ORLY BuyO'REILLY AUTOMOTIVE INC$4,793,000
+18.6%
10,592
+20.9%
0.90%
+3.1%
NVDA BuyNVIDIA CORP$4,741,000
+34.3%
9,079
+39.1%
0.89%
+16.6%
IJR BuyISHARES CORE S&P SMALL-CAP ETFcore s&p scp etf$4,327,000
+224.8%
47,094
+148.3%
0.81%
+181.9%
CMCSA NewCOMCAST CORPcl a$4,299,00082,052
+100.0%
0.81%
FCX NewFREEPORT-MCMORAN INCcl b$4,097,000157,489
+100.0%
0.77%
PG BuyPROCTER & GAMBLE CO$3,879,000
+0.3%
27,878
+0.1%
0.73%
-12.9%
TWLO SellTWILIO INCcl a$3,805,000
+34.8%
11,242
-1.6%
0.71%
+17.0%
SONY NewSONY CORP ADR SPONSOREDsponsored adr$3,675,00033,706
+100.0%
0.69%
GLD SellSPDR GOLD SHARES$3,648,000
-23.1%
20,454
-23.6%
0.68%
-33.1%
JNK NewSPDR BLMBG BARCLAYS HIGH YIELD BD ETFbloomberg brclys$3,573,00032,806
+100.0%
0.67%
SCCO NewSOUTHERN COPPER CORP$3,466,00053,225
+100.0%
0.65%
BGNE NewBEIGENE LTD ADR SPONSOREDsponsored adr$3,428,00033,912
+100.0%
0.64%
INFY NewINFOSYS LTD ADR SPONSOREDsponsored adr$3,418,000201,674
+100.0%
0.64%
IDXX NewIDEXX LABORATORIES INC$3,323,0006,648
+100.0%
0.62%
A NewAGILENT TECHNOLOGIES INC$3,321,00028,032
+100.0%
0.62%
SPGI NewS&P GLOBAL INC$3,241,0009,862
+100.0%
0.61%
QCOM NewQUALCOMM INC$3,204,00021,032
+100.0%
0.60%
MTD NewMETTLER TOLEDO INTERNATIONAL INC$3,201,0002,809
+100.0%
0.60%
IWP BuyISHARES RUSSELL MID-CAP GROWTH ETFrus md cp gr etf$3,186,000
+52.1%
31,047
+156.1%
0.60%
+32.0%
TMO BuyTHERMO FISHER SCIENTIFIC INC$3,043,000
+982.9%
6,534
+924.1%
0.57%
+836.1%
ACWF BuyISHARES MSCI GLOBAL MULTIFACTOR ETFmsci gbl multifc$2,963,000
+47.4%
88,030
+30.0%
0.56%
+28.1%
COST BuyCOSTCO WHOLESALE CORP$2,927,000
+551.9%
7,769
+513.7%
0.55%
+467.0%
HD SellTHE HOME DEPOT INC$2,917,000
-14.0%
10,985
-10.1%
0.55%
-25.1%
NOBL SellPROSHARES S&P 500 DIVIDEND ARISTOCRATSs&p 500 dv arist$2,874,000
-26.0%
35,988
-33.1%
0.54%
-35.6%
SHY BuyISHARES1 3 yr treas bd$2,858,000
+36.5%
33,094
+36.7%
0.54%
+18.8%
FDX NewFEDEX CORP$2,810,00010,824
+100.0%
0.53%
LGLV SellSPDR SSGA US LARGE CAP LOW VOLATIL ETFssga us lrg etf$2,795,000
-28.9%
23,308
-35.7%
0.52%
-38.2%
FTSM NewFIRST TRUST ENHANCED SHORT MATURITY ETFfirst tr enh new$2,725,00045,390
+100.0%
0.51%
TSM SellTAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSOREDsponsored ads$2,664,000
-13.8%
10,310
-73.0%
0.50%
-25.1%
ADP NewAUTOMATIC DATA PROCESSING INC$2,478,00014,069
+100.0%
0.46%
VCSH NewVANGUARD SHORT-TERM CORPORATE BOND ETFshrt trm corp bd$2,364,00028,403
+100.0%
0.44%
BABA SellALIBABA GROUP HOLDING LTD ADR SPONSOREDsponsored ads$2,340,000
-28.5%
10,057
-9.6%
0.44%
-37.9%
VIG SellVANGUARD DIVIDEND APPRECIATION ETFdiv app etf$2,323,000
-24.5%
16,459
-31.2%
0.44%
-34.4%
BND SellVANGUARD TOTAL BOND MARKET ETFtotal bnd mrkt$2,322,000
-30.0%
26,337
-29.9%
0.44%
-39.1%
AGGY SellWISDOMTREE YIELD ENHANCED US AGGT BD ETFyield enhancd us$2,312,000
-25.1%
43,072
-24.9%
0.43%
-34.9%
SQ SellSQUARE INCcl a$2,291,000
-53.3%
10,530
-65.1%
0.43%
-59.4%
MSFT BuyMICROSOFT CORP$2,198,000
+9.2%
9,884
+3.3%
0.41%
-5.1%
SPAB SellSPDR PORTFOLIO AGGREGATE BOND ETFportfolio agrgte$1,918,000
-30.0%
62,323
-29.9%
0.36%
-39.2%
HON BuyHONEYWELL INTERNATIONAL INC$1,866,000
+30.5%
8,775
+1.0%
0.35%
+13.3%
AGG SellISHARES CORE US AGGREGATE BOND ETFcore us aggbd et$1,810,000
-32.6%
15,321
-32.7%
0.34%
-41.5%
BIL SellSPDR BLMBG BARCLAYSspdr bloomberg$1,771,000
-34.5%
19,358
-34.5%
0.33%
-43.0%
BICK BuyFIRST TRUST BICK ETF$1,667,000
+65.4%
44,334
+27.9%
0.31%
+43.6%
JNJ SellJOHNSON & JOHNSON$1,509,000
+4.1%
9,593
-1.5%
0.28%
-9.6%
IBM SellINTERNATIONAL BUSINESS MACHINES CORP$1,485,000
-24.6%
11,803
-27.1%
0.28%
-34.5%
GOOG BuyALPHABET INCcap stk cl c$1,412,000
+21.4%
806
+1.8%
0.26%
+5.6%
SPLV SellINVESCO S&P 500 LOW VOLATILITY ETFs&p500 low vol$1,314,000
-13.2%
23,380
-17.2%
0.25%
-24.5%
VTI BuyVANGUARD TOTAL STOCK MARKET ETFtotal stk mkt$1,261,000
+207.6%
6,482
+168.9%
0.24%
+166.3%
AOM SellISHARES CORE MODERATE ALLOCATION ETFmodert alloc etf$1,252,000
-15.0%
29,001
-19.2%
0.24%
-26.1%
JPST BuyJPMORGAN ULTRA-SHORT INCOME ETFultra shrt inc$1,153,000
+145.8%
22,720
+145.6%
0.22%
+113.9%
MTUM SellISHARES EDGE MSCI USA MOMENTUM FCTR ETFmsci usa mmentm$1,153,000
-10.3%
7,150
-18.0%
0.22%
-22.3%
BLL  BALL CORP$1,096,000
+12.1%
11,7700.0%0.21%
-2.4%
VYM SellVANGUARD HIGH DIVIDEND YIELD ETFhigh div yld$1,036,000
+0.1%
11,332
-11.4%
0.20%
-12.9%
LMT SellLOCKHEED MARTIN CORP$1,026,000
-17.7%
2,892
-11.1%
0.19%
-28.3%
T SellAT&T INC$1,014,000
-17.6%
35,288
-18.3%
0.19%
-28.6%
IWO SellISHARES RUSSELL 2000 GROWTH ETFrus 2000 grw etf$1,003,000
-46.4%
3,499
-58.6%
0.19%
-53.5%
ITW BuyILLINOIS TOOL WORKS INC$901,000
+9.1%
4,421
+3.4%
0.17%
-5.1%
ALGN NewALIGN TECHNOLOGY INC$870,0001,629
+100.0%
0.16%
PHYS NewSPROTT PHYSICAL GOLD TRUSTunit$862,00057,131
+100.0%
0.16%
CLX SellCLOROX CO$855,000
-30.8%
4,236
-28.0%
0.16%
-39.7%
VZ SellVERIZON COMMUNICATIONS INC$829,000
-4.1%
14,121
-2.8%
0.16%
-16.6%
UPS SellUNITED PARCEL SERVICE INCcl b$805,000
-1.8%
4,781
-2.8%
0.15%
-14.7%
BRKB BuyBERKSHIRE HATHAWAY INCcl b new$805,000
+19.6%
3,474
+9.9%
0.15%
+4.1%
GIS SellGENERAL MILLS INC$800,000
-21.1%
13,616
-17.2%
0.15%
-31.5%
DIS BuyTHE WALT DISNEY CO$796,000
+59.5%
4,395
+9.2%
0.15%
+38.0%
ETN  EATON CORP PLC$769,000
+17.8%
6,4080.0%0.14%
+2.1%
VOO SellVANGUARD S&P 500 ETF$769,000
+3.4%
2,238
-7.5%
0.14%
-10.6%
VNQ BuyVANGUARD REAL ESTATE ETFreal estate etf$751,000
+72.2%
8,844
+59.8%
0.14%
+50.0%
JPM SellJPMORGAN CHASE & CO$733,000
+28.1%
5,770
-2.9%
0.14%
+11.3%
BRKA  BERKSHIRE HATHAWAY INCcl a$695,000
+8.6%
20.0%0.13%
-5.8%
AWK SellAMERICAN WATER WORKS CO INC$689,000
-3.4%
4,492
-8.7%
0.13%
-16.2%
SPY SellSPDR S&P 500 ETF TRUSTtr unit$650,000
-25.0%
1,738
-32.9%
0.12%
-34.8%
UNH SellUNITEDHEALTH GROUP INC$640,000
-17.3%
1,825
-26.5%
0.12%
-28.1%
FDLO SellFIDELITY LOW VOLATILITY FACTOR ETFlow volity etf$640,000
-24.2%
14,985
-29.8%
0.12%
-34.1%
GOOGL SellALPHABET INCcap stk cl a$623,000
+11.4%
356
-6.8%
0.12%
-3.3%
V BuyVISA INC$617,000
+21.0%
2,822
+10.6%
0.12%
+5.5%
SBUX BuySTARBUCKS CORP$589,000
+82.4%
5,508
+46.2%
0.11%
+58.6%
PGR BuyPROGRESSIVE CORP$552,000
+7.4%
5,584
+2.8%
0.10%
-6.3%
IVE BuyISHARES S&P 500 VALUE ETFs&p 500 val etf$508,000
+14.9%
3,970
+0.9%
0.10%0.0%
DUK BuyDUKE ENERGY CORP$503,000
+23.9%
5,503
+20.0%
0.09%
+6.8%
SCHO NewSCHWAB SHORT TERM US TREASURY ETFsht tm us tres$502,0009,786
+100.0%
0.09%
TIP SellISHARES TIPS BOND ETFtips bd etf$492,000
-81.1%
3,859
-81.2%
0.09%
-83.6%
EDV NewVANGUARD EXTENDED DURATION TRS ETFextended dur$457,0003,007
+100.0%
0.09%
FDMO SellFIDELITY MOMENTUM FACTOR ETFmomentum factr$460,000
-20.8%
10,426
-27.7%
0.09%
-31.7%
IVW BuyISHARES S&P 500 GROWTH ETFs&p 500 grwt etf$438,000
+43.1%
6,868
+417.9%
0.08%
+24.2%
ACN SellACCENTURE PLC$438,000
+12.0%
1,680
-2.9%
0.08%
-2.4%
RCL SellROYAL CARIBBEAN GROUP$425,000
+7.9%
5,693
-6.6%
0.08%
-5.9%
PFE BuyPFIZER INC$425,000
+6.5%
11,550
+6.1%
0.08%
-7.0%
PHB SellINVESCO FUNDAMENTAL HI YLD CORP BD ETFfndmntl hy crp$415,000
-93.5%
21,359
-93.8%
0.08%
-94.3%
MCD SellMCDONALD'S CORP$412,000
-5.5%
1,922
-3.3%
0.08%
-18.1%
LOW BuyLOWE'S COMPANIES INC$404,000
+62.9%
2,521
+68.3%
0.08%
+40.7%
LHX  L3HARRIS TECHNOLOGIES INC$402,000
+11.4%
2,1300.0%0.08%
-3.8%
XOM SellEXXON MOBIL CORP$394,000
-12.2%
9,564
-26.9%
0.07%
-23.7%
BEN  FRANKLIN RESOURCES INC$395,000
+23.1%
15,8120.0%0.07%
+7.2%
ITM SellVANECK VECTORS AMT-FREE INTERM MUNI ETFintrmdt muni etf$382,000
-12.4%
7,348
-13.6%
0.07%
-23.4%
NOW SellSERVICENOW INC$381,000
-88.9%
693
-90.2%
0.07%
-90.3%
SPLG SellSPDR PORTFOLIOportfolio s&p500$371,000
-41.0%
8,442
-47.2%
0.07%
-48.5%
ALL BuyALLSTATE CORP$367,000
+17.6%
3,346
+0.9%
0.07%
+3.0%
CSCO BuyCISCO SYSTEMS INC$361,000
+17.2%
8,088
+3.3%
0.07%
+1.5%
FDN SellFIRST TRUST DOW JONES INTERNET ETFdj internt idx$345,000
+12.7%
1,626
-0.2%
0.06%
-1.5%
MMM Sell3M CO$344,000
+0.6%
1,971
-7.9%
0.06%
-12.2%
IWD NewISHARES RUSSELL 1000 VALUE ETFrus 1000 val etf$332,0002,428
+100.0%
0.06%
IWF NewISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf$325,0001,350
+100.0%
0.06%
FQAL SellFIDELITY QUALITY FACTOR ETFqlty fctor etf$323,000
-36.5%
7,520
-42.4%
0.06%
-44.5%
FBND SellFIDELITY TOTAL BOND ETFtotal bd etf$317,000
-38.8%
5,848
-38.4%
0.06%
-46.4%
GSY SellINVESCO ULTRA SHORT DURATION ETFultra shrt dur$315,000
-0.9%
6,243
-1.0%
0.06%
-14.5%
PSMM SellINVESCO MOD CNSRV MULTI-ASST ALLC ETFmdrtly cnsrtiv$310,000
-22.9%
21,380
-28.0%
0.06%
-33.3%
RNG BuyRINGCENTRAL INCcl a$296,000
+42.3%
783
+2.9%
0.06%
+24.4%
BA NewBOEING CO$291,0001,360
+100.0%
0.06%
KO SellCOCA-COLA CO$288,000
+1.1%
5,252
-9.2%
0.05%
-12.9%
QTEC SellFIRST TRUST NASDAQ-100-TECH SECTOR ETF$284,000
-35.0%
2,061
-44.8%
0.05%
-43.6%
IWM BuyISHARES RUSSELL 2000 ETFrussell 2000 etf$282,000
+39.6%
1,439
+6.2%
0.05%
+20.5%
VMBS BuyVANGUARD MORTGAGE-BACKED SECS ETFmortg-back sec$281,000
+2.2%
5,200
+2.3%
0.05%
-10.2%
UNP BuyUNION PACIFIC CORP$276,000
+27.2%
1,326
+20.1%
0.05%
+10.6%
MAR NewMARRIOTT INTERNATIONAL INCcl a$275,0002,086
+100.0%
0.05%
JETS SellUS GLOBAL JETS ETFus glb jets$266,000
+20.9%
11,920
-8.8%
0.05%
+4.2%
WMT BuyWALMART INC$268,000
+4.3%
1,860
+1.0%
0.05%
-10.7%
IYH  ISHARES US HEALTHCARE ETFus hlthcare etf$253,000
+8.1%
1,0310.0%0.05%
-5.9%
PEP SellPEPSICO INC$250,000
-24.5%
1,690
-29.3%
0.05%
-34.7%
EXPE NewEXPEDIA GROUP INC$247,0001,870
+100.0%
0.05%
DGRO SellISHARES CORE DIVIDEND GROWTH ETFcore div grwth$244,000
-38.5%
5,455
-45.4%
0.05%
-46.5%
CVS NewCVS HEALTH CORP$227,0003,336
+100.0%
0.04%
IEF SellISHARESbarclays 7 10 yr$229,000
-3.8%
1,915
-2.2%
0.04%
-15.7%
QYLD SellGLOBAL X NASDAQ 100 COVERED CALL ETFnasdaq 100 cover$221,000
-10.9%
9,721
-15.7%
0.04%
-24.1%
MRK SellMERCK & CO INC$221,000
-9.1%
2,706
-7.6%
0.04%
-21.2%
TMUS NewT-MOBILE US INC$218,0001,620
+100.0%
0.04%
NEA SellNUVEEN AMT FREE MUNICIPAL INCOME FUND$215,000
-6.5%
14,300
-10.9%
0.04%
-20.0%
TGT NewTARGET CORP$210,0001,190
+100.0%
0.04%
AMD SellADVANCED MICRO DEVICES INC$200,000
-93.1%
2,185
-93.8%
0.04%
-93.9%
NEE NewNEXTERA ENERGY INC$201,0002,614
+100.0%
0.04%
HUM SellHUMANA INC$205,000
-5.1%
500
-4.4%
0.04%
-19.1%
JTD BuyNUVEEN TAX ADVANTAGED DIVIDEND GR FUND$198,000
+11.2%
13,978
+2.5%
0.04%
-2.6%
VLY SellVALLEY NATIONAL BANCORP$102,000
-8.1%
10,562
-35.2%
0.02%
-20.8%
MUX  MCEWEN MINING INC$35,000
-5.4%
35,5600.0%0.01%
-12.5%
AMGN ExitAMGEN INC COM$0-788
-100.0%
-0.04%
WM ExitWASTE MANAGEMENT INC COM$0-2,202
-100.0%
-0.05%
ITOT ExitISHARES TRcore s&p ttl stk$0-3,387
-100.0%
-0.06%
DAL ExitDELTA AIR LINES INC COM$0-8,621
-100.0%
-0.06%
MUB ExitISHARES TRUST NATIONAL MUN ETFnational mun etf$0-2,653
-100.0%
-0.07%
SUB ExitISHARES TRUST SHRT NAT MUN ETFshrt nat mun etf$0-3,484
-100.0%
-0.08%
MUNI ExitPIMCO ETF TRUST INTER MUN BD ACT ETFinter mun bd act$0-6,736
-100.0%
-0.08%
BACPRL ExitBANK OF AMERICA CORPORATION7.25%cnv pfd l$0-362
-100.0%
-0.12%
COUP ExitCOUPA SOFTWARE INCORPORATED COM$0-9,202
-100.0%
-0.54%
MELI ExitMERCADOLIBRE INC COM$0-2,501
-100.0%
-0.58%
FAST ExitFASTENAL COM$0-62,151
-100.0%
-0.60%
SHOP ExitSHOPIFY INC COM CL Acl a$0-2,763
-100.0%
-0.61%
OKTA ExitOKTA INC COM CL Acl a$0-13,529
-100.0%
-0.62%
NTES ExitNETEASE INC ADR SPONSOREDsponsored ads$0-6,463
-100.0%
-0.64%
WST ExitWEST PHARMA SERVICES INC COM$0-10,830
-100.0%
-0.64%
JD ExitJD.COM INC ADRspon adr cl a$0-38,521
-100.0%
-0.65%
KR ExitKROGER CO COM$0-88,795
-100.0%
-0.65%
VEEV ExitVEEVA SYSTEMS INC COM CL A$0-10,820
-100.0%
-0.66%
CVNA ExitCARVANA CO COM CL Acl a$0-13,742
-100.0%
-0.66%
ATVI ExitACTIVISION BLIZZARD INC COM$0-38,998
-100.0%
-0.68%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD WORLD FD MEGA CAP GROWTH ETF30Q3 202310.8%
ISHARES TRUST CONSER ALLOC ETF30Q3 20239.5%
ISHARES TRUST S&P 100 ETF30Q3 20236.9%
APPLE INC COM USD0.0000130Q3 20233.7%
AMAZON.COM INC COM30Q3 20233.4%
PROCTER GAMBLE CO COM30Q3 20232.8%
ISHARES TRUST CORE US AGGBD ET ETF30Q3 20233.9%
VANGUARD SPECIALIZED FUNDS DIV APP ETF30Q3 20233.5%
NETFLIX INC COM30Q3 20233.5%
ISHARES TRUST MODERT ALLOC ETF30Q3 20234.0%

View Darwin Wealth Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-07
13F-HR2023-11-07
13F-HR2023-07-12
13F-HR2023-04-18
13F-HR2023-01-17
13F-HR2022-10-18
13F-HR2022-08-03
13F-HR2022-05-04
13F-HR2022-01-21
13F-HR2021-10-27

View Darwin Wealth Management, LLC's complete filings history.

Compare quarters

Export Darwin Wealth Management, LLC's holdings