| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NETFLIX INC COM | 33 | Q2 2024 | 3.5% |
| PROSHARES TRUST S&P 500 DV ARIST ETF | 33 | Q2 2024 | 2.2% |
| ALPHABET INC COM CL C | 33 | Q2 2024 | 1.4% |
| AT&T INC COM USD1 | 33 | Q2 2024 | 1.4% |
| COSTCO WHSL CORP NEW | 33 | Q2 2024 | 1.2% |
| VERIZON COMMUNICATIONS INC | 33 | Q2 2024 | 1.2% |
| JPMORGAN CHASE & CO COM USD1.00 | 33 | Q2 2024 | 1.3% |
| DUKE ENERGY HOLDINGS CORP COM | 33 | Q2 2024 | 1.0% |
| VISA INC COM CL A | 33 | Q2 2024 | 1.3% |
| VANGUARD WORLD FD MEGA CAP GROWTH ETF | 32 | Q1 2024 | 10.8% |
View Darwin Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-04 |
View Darwin Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.