$315 Million is the total value of Darwin Wealth Management, LLC's 1116 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-01
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.