0001606587-21-000331.txt : 20210216
0001606587-21-000331.hdr.sgml : 20210216
20210216115951
ACCESSION NUMBER: 0001606587-21-000331
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210216
DATE AS OF CHANGE: 20210216
EFFECTIVENESS DATE: 20210216
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Darwin Advisors, LLC
CENTRAL INDEX KEY: 0001663224
IRS NUMBER: 461558828
STATE OF INCORPORATION: FL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17491
FILM NUMBER: 21634673
BUSINESS ADDRESS:
STREET 1: 1940 EAST BAY DRIVE
CITY: LARGO
STATE: FL
ZIP: 33771
BUSINESS PHONE: 727-524-1427
MAIL ADDRESS:
STREET 1: 4601 W. NORTH A STREET
CITY: TAMPA
STATE: FL
ZIP: 33609
FORMER COMPANY:
FORMER CONFORMED NAME: Harwood Advisory Group, LLC
DATE OF NAME CHANGE: 20160108
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001663224
XXXXXXXX
12-31-2020
12-31-2020
false
Darwin Advisors, LLC
4601 W. North A Street
Tampa
FL
33609
13F HOLDINGS REPORT
028-17491
N
Michael Sorrentino
Chief Compliance Officer
427-524-1427
Michael Sorrentino
Largo
FL
02-12-2021
0
162
532605
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
344
1971
SH
SOLE
NONE
0
0
1971
ABERDEEN STANDARD GOLD ETF
PHYSCL GOLD SHS
00326A104
10442
571239
SH
SOLE
NONE
0
0
571239
ACCENTURE PLC
SHS CLASS A
G1151C101
438
1680
SH
SOLE
NONE
0
0
1680
ADOBE INC
COM
00724F101
5438
10874
SH
SOLE
NONE
0
0
10874
ADVANCED MICRO DEVICES INC
COM
007903107
200
2185
SH
SOLE
NONE
0
0
2185
AGILENT TECHNOLOGIES INC
COM
00846U101
3321
28032
SH
SOLE
NONE
0
0
28032
ALIGN TECHNOLOGY INC
COM
016255101
870
1629
SH
SOLE
NONE
0
0
1629
ALLSTATE CORP
COM
020002101
367
3346
SH
SOLE
NONE
0
0
3346
ALPHABET INC
CAP STK CL C
02079K107
1412
806
SH
SOLE
NONE
0
0
806
ALPHABET INC
CAP STK CL A
02079K305
623
356
SH
SOLE
NONE
0
0
356
AMAZON.COM INC
COM
023135106
6743
2070
SH
SOLE
NONE
0
0
2070
AMERICAN WATER WORKS CO INC
COM
030420103
689
4492
SH
SOLE
NONE
0
0
4492
ANFIELD UNIVERSAL FIXED INCOME ETF
ANFIELD UNVL ETF
90214Q766
10100
1032352
SH
SOLE
NONE
0
0
1032352
APPLE INC
COM
037833100
19626
147915
SH
SOLE
NONE
0
0
147915
AT&T INC
COM
00206R102
1014
35288
SH
SOLE
NONE
0
0
35288
AUTOMATIC DATA PROCESSING INC
COM
053015103
2478
14069
SH
SOLE
NONE
0
0
14069
BALL CORP
COM
058498106
1096
11770
SH
SOLE
NONE
0
0
11770
BERKSHIRE HATHAWAY INC
CL A
084670108
695
2
SH
SOLE
NONE
0
0
2
BERKSHIRE HATHAWAY INC
CL B NEW
084670702
805
3474
SH
SOLE
NONE
0
0
3474
BOEING CO
COM
097023105
291
1360
SH
SOLE
NONE
0
0
1360
CISCO SYSTEMS INC
COM
17275R102
361
8088
SH
SOLE
NONE
0
0
8088
CLOROX CO
COM
189054109
855
4236
SH
SOLE
NONE
0
0
4236
COCA-COLA CO
COM
191216100
288
5252
SH
SOLE
NONE
0
0
5252
COMCAST CORP
CL A
20030N101
4299
82052
SH
SOLE
NONE
0
0
82052
COSTCO WHOLESALE CORP
COM
22160K105
2927
7769
SH
SOLE
NONE
0
0
7769
CVS HEALTH CORP
COM
126650100
227
3336
SH
SOLE
NONE
0
0
3336
DANAHER CORP
COM
235851102
8030
36152
SH
SOLE
NONE
0
0
36152
DUKE ENERGY CORP
COM NEW
26441C204
503
5503
SH
SOLE
NONE
0
0
5503
EATON CORP PLC
SHS
G29183103
769
6408
SH
SOLE
NONE
0
0
6408
EXPEDIA GROUP INC
COM NEW
30212P303
247
1870
SH
SOLE
NONE
0
0
1870
EXXON MOBIL CORP
COM
30231G102
394
9564
SH
SOLE
NONE
0
0
9564
FACEBOOK INC
CL A
30303M102
5246
19206
SH
SOLE
NONE
0
0
19206
FEDEX CORP
COM
31428X106
2810
10824
SH
SOLE
NONE
0
0
10824
FIDELITY LOW VOLATILITY FACTOR ETF
LOW VOLITY ETF
316092824
640
14985
SH
SOLE
NONE
0
0
14985
FIDELITY MOMENTUM FACTOR ETF
MOMENTUM FACTR
316092816
460
10426
SH
SOLE
NONE
0
0
10426
FIDELITY QUALITY FACTOR ETF
QLTY FCTOR ETF
316092790
323
7520
SH
SOLE
NONE
0
0
7520
FIDELITY TOTAL BOND ETF
TOTAL BD ETF
316188309
317
5848
SH
SOLE
NONE
0
0
5848
FIRST TRUST BICK ETF
COM SHS
33733H107
1667
44334
SH
SOLE
NONE
0
0
44334
FIRST TRUST CAPITAL STRENGTH ETF
CAP STRENGTH ETF
33733E104
13152
194852
SH
SOLE
NONE
0
0
194852
FIRST TRUST DOW JONES INTERNET ETF
DJ INTERNT IDX
33733E302
345
1626
SH
SOLE
NONE
0
0
1626
FIRST TRUST ENHANCED SHORT MATURITY ETF
FIRST TR ENH NEW
33739Q408
2725
45390
SH
SOLE
NONE
0
0
45390
FIRST TRUST LOW DURATION OPPOS ETF
FST LOW OPPT EFT
33739Q200
12669
246155
SH
SOLE
NONE
0
0
246155
FIRST TRUST NASDAQ-100-TECH SECTOR ETF
SHS
337345102
284
2061
SH
SOLE
NONE
0
0
2061
FIRST TRUST TACTICAL HIGH YIELD ETF
FIRST TR TA HIYL
33738D408
7810
160323
SH
SOLE
NONE
0
0
160323
FIRST TRUST TCW UNCONSTRAINED PLS BD ETF
TCW UNCONSTRAI
33740F888
18043
676300
SH
SOLE
NONE
0
0
676300
FIRST TRUST TCWOPPORTUNISTIC FXD INC ETF
TCW OPPORTUNIS
33740F805
37330
682084
SH
SOLE
NONE
0
0
682084
FRANKLIN RESOURCES INC
COM
354613101
395
15812
SH
SOLE
NONE
0
0
15812
FREEPORT-MCMORAN INC
CL B
35671D857
4097
157489
SH
SOLE
NONE
0
0
157489
GENERAL MILLS INC
COM
370334104
800
13616
SH
SOLE
NONE
0
0
13616
GLOBAL X NASDAQ 100 COVERED CALL ETF
NASDAQ 100 COVER
37954Y483
221
9721
SH
SOLE
NONE
0
0
9721
HONEYWELL INTERNATIONAL INC
COM
438516106
1866
8775
SH
SOLE
NONE
0
0
8775
HUMANA INC
COM
444859102
205
500
SH
SOLE
NONE
0
0
500
IDEXX LABORATORIES INC
COM
45168D104
3323
6648
SH
SOLE
NONE
0
0
6648
ILLINOIS TOOL WORKS INC
COM
452308109
901
4421
SH
SOLE
NONE
0
0
4421
INTERNATIONAL BUSINESS MACHINES CORP
COM
459200101
1485
11803
SH
SOLE
NONE
0
0
11803
INVESCO FUNDAMENTAL HI YLD CORP BD ETF
FNDMNTL HY CRP
46138E719
415
21359
SH
SOLE
NONE
0
0
21359
INVESCO MOD CNSRV MULTI-ASST ALLC ETF
MDRTLY CNSRTIV
46090A507
310
21380
SH
SOLE
NONE
0
0
21380
INVESCO NASDAQ INTERNET ETF
NASDAQ INTERNT
46137V530
7084
31044
SH
SOLE
NONE
0
0
31044
INVESCO QQQ TRUST
UNIT SER 1
46090E103
33329
106233
SH
SOLE
NONE
0
0
106233
INVESCO S&P 500 LOW VOLATILITY ETF
S&P500 LOW VOL
46138E354
1314
23380
SH
SOLE
NONE
0
0
23380
ISHARES
1 3 YR TREAS BD
464287457
2858
33094
SH
SOLE
NONE
0
0
33094
ISHARES
BARCLAYS 7 10 YR
464287440
229
1915
SH
SOLE
NONE
0
0
1915
ISHARES CORE CONSERVATIVE ALLOCATION ETF
CONSER ALLOC ETF
464289883
4922
127035
SH
SOLE
NONE
0
0
127035
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
46434V621
244
5455
SH
SOLE
NONE
0
0
5455
ISHARES CORE MODERATE ALLOCATION ETF
MODERT ALLOC ETF
464289875
1252
29001
SH
SOLE
NONE
0
0
29001
ISHARES CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
4327
47094
SH
SOLE
NONE
0
0
47094
ISHARES CORE US AGGREGATE BOND ETF
CORE US AGGBD ET
464287226
1810
15321
SH
SOLE
NONE
0
0
15321
ISHARES EDGE MSCI USA MOMENTUM FCTR ETF
MSCI USA MMENTM
46432F396
1153
7150
SH
SOLE
NONE
0
0
7150
ISHARES MSCI GLOBAL MULTIFACTOR ETF
MSCI GBL MULTIFC
46434V316
2963
88030
SH
SOLE
NONE
0
0
88030
ISHARES RUSSELL 1000 GROWTH ETF
RUS 1000 GRW ETF
464287614
325
1350
SH
SOLE
NONE
0
0
1350
ISHARES RUSSELL 1000 VALUE ETF
RUS 1000 VAL ETF
464287598
332
2428
SH
SOLE
NONE
0
0
2428
ISHARES RUSSELL 2000 ETF
RUSSELL 2000 ETF
464287655
282
1439
SH
SOLE
NONE
0
0
1439
ISHARES RUSSELL 2000 GROWTH ETF
RUS 2000 GRW ETF
464287648
1003
3499
SH
SOLE
NONE
0
0
3499
ISHARES RUSSELL MID-CAP GROWTH ETF
RUS MD CP GR ETF
464287481
3186
31047
SH
SOLE
NONE
0
0
31047
ISHARES S&P 100 ETF
S&P 100 ETF
464287101
5167
30109
SH
SOLE
NONE
0
0
30109
ISHARES S&P 500 GROWTH ETF
S&P 500 GRWT ETF
464287309
438
6868
SH
SOLE
NONE
0
0
6868
ISHARES S&P 500 VALUE ETF
S&P 500 VAL ETF
464287408
508
3970
SH
SOLE
NONE
0
0
3970
ISHARES US HEALTHCARE ETF
US HLTHCARE ETF
464287762
253
1031
SH
SOLE
NONE
0
0
1031
ISHARES YIELD OPTIMIZED BOND ETF
YLD OPTIM BD
46434V787
12460
482033
SH
SOLE
NONE
0
0
482033
JOHNSON & JOHNSON
COM
478160104
1509
9593
SH
SOLE
NONE
0
0
9593
JPMORGAN CHASE & CO
COM
46625H100
733
5770
SH
SOLE
NONE
0
0
5770
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT INC
46641Q837
1153
22720
SH
SOLE
NONE
0
0
22720
L3HARRIS TECHNOLOGIES INC
COM
502431109
402
2130
SH
SOLE
NONE
0
0
2130
LOCKHEED MARTIN CORP
COM
539830109
1026
2892
SH
SOLE
NONE
0
0
2892
LOWE'S COMPANIES INC
COM
548661107
404
2521
SH
SOLE
NONE
0
0
2521
MARRIOTT INTERNATIONAL INC
CL A
571903202
275
2086
SH
SOLE
NONE
0
0
2086
MCDONALD'S CORP
COM
580135101
412
1922
SH
SOLE
NONE
0
0
1922
MCEWEN MINING INC
COM
58039P107
35
35560
SH
SOLE
NONE
0
0
35560
MERCK & CO INC
COM
58933Y105
221
2706
SH
SOLE
NONE
0
0
2706
METTLER TOLEDO INTERNATIONAL INC
COM
592688105
3201
2809
SH
SOLE
NONE
0
0
2809
MICROSOFT CORP
COM
594918104
2198
9884
SH
SOLE
NONE
0
0
9884
MSCI INC
COM
55354G100
5660
12675
SH
SOLE
NONE
0
0
12675
NETFLIX INC
COM
64110L106
8258
15272
SH
SOLE
NONE
0
0
15272
NEXTERA ENERGY INC
COM
65339F101
201
2614
SH
SOLE
NONE
0
0
2614
NUVEEN AMT FREE MUNICIPAL INCOME FUND
COM
670657105
215
14300
SH
SOLE
NONE
0
0
14300
NUVEEN TAX ADVANTAGED DIVIDEND GR FUND
COM
67073G105
198
13978
SH
SOLE
NONE
0
0
13978
NVIDIA CORP
COM
67066G104
4741
9079
SH
SOLE
NONE
0
0
9079
O'REILLY AUTOMOTIVE INC
COM
67103H107
4793
10592
SH
SOLE
NONE
0
0
10592
PAYPAL HOLDINGS INC
COM
70450Y103
5815
24832
SH
SOLE
NONE
0
0
24832
PEPSICO INC
COM
713448108
250
1690
SH
SOLE
NONE
0
0
1690
PFIZER INC
COM
717081103
425
11550
SH
SOLE
NONE
0
0
11550
PROCTER & GAMBLE CO
COM
742718109
3879
27878
SH
SOLE
NONE
0
0
27878
PROGRESSIVE CORP
COM
743315103
552
5584
SH
SOLE
NONE
0
0
5584
PROSHARES S&P 500 DIVIDEND ARISTOCRATS
S&P 500 DV ARIST
74348A467
2874
35988
SH
SOLE
NONE
0
0
35988
QUALCOMM INC
COM
747525103
3204
21032
SH
SOLE
NONE
0
0
21032
RINGCENTRAL INC
CL A
76680R206
296
783
SH
SOLE
NONE
0
0
783
ROYAL CARIBBEAN GROUP
COM
V7780T103
425
5693
SH
SOLE
NONE
0
0
5693
S&P GLOBAL INC
COM
78409V104
3241
9862
SH
SOLE
NONE
0
0
9862
SCHWAB SHORT TERM US TREASURY ETF
SHT TM US TRES
808524862
502
9786
SH
SOLE
NONE
0
0
9786
SCHWAB US TIPS ETF
US TIPS ETF
808524870
6317
101756
SH
SOLE
NONE
0
0
101756
SERVICENOW INC
COM
81762P102
381
693
SH
SOLE
NONE
0
0
693
SOUTHERN COPPER CORP
COM
84265V105
3466
53225
SH
SOLE
NONE
0
0
53225
SPDR BLMBG BARCLAYS
SPDR BLOOMBERG
78468R663
1771
19358
SH
SOLE
NONE
0
0
19358
SPDR GOLD SHARES
GOLD SHS
78463V107
3648
20454
SH
SOLE
NONE
0
0
20454
SPDR PORTFOLIO AGGREGATE BOND ETF
PORTFOLIO AGRGTE
78464A649
1918
62323
SH
SOLE
NONE
0
0
62323
SPDR PORTFOLIO
PORTFOLIO S&P500
78464A854
371
8442
SH
SOLE
NONE
0
0
8442
SPDR S&P 500 ETF TRUST
TR UNIT
78462F103
650
1738
SH
SOLE
NONE
0
0
1738
SPDR SSGA US LARGE CAP LOW VOLATIL ETF
SSGA US LRG ETF
78468R804
2795
23308
SH
SOLE
NONE
0
0
23308
SPROTT PHYSICAL GOLD TRUST
UNIT
85207H104
862
57131
SH
SOLE
NONE
0
0
57131
SQUARE INC
CL A
852234103
2291
10530
SH
SOLE
NONE
0
0
10530
STARBUCKS CORP
COM
855244109
589
5508
SH
SOLE
NONE
0
0
5508
TARGET CORP
COM
87612E106
210
1190
SH
SOLE
NONE
0
0
1190
TECHNOLOGY SELECT SECTOR SPDR ETF
TECHNOLOGY
81369Y803
12946
99575
SH
SOLE
NONE
0
0
99575
TESLA INC
COM
88160R101
4980
7058
SH
SOLE
NONE
0
0
7058
THE HOME DEPOT INC
COM
437076102
2917
10985
SH
SOLE
NONE
0
0
10985
THE WALT DISNEY CO
COM
254687106
796
4395
SH
SOLE
NONE
0
0
4395
THERMO FISHER SCIENTIFIC INC
COM
883556102
3043
6534
SH
SOLE
NONE
0
0
6534
T-MOBILE US INC
COM
872590104
218
1620
SH
SOLE
NONE
0
0
1620
TWILIO INC
CL A
90138F102
3805
11242
SH
SOLE
NONE
0
0
11242
UNION PACIFIC CORP
COM
907818108
276
1326
SH
SOLE
NONE
0
0
1326
UNITED PARCEL SERVICE INC
CL B
911312106
805
4781
SH
SOLE
NONE
0
0
4781
UNITEDHEALTH GROUP INC
COM
91324P102
640
1825
SH
SOLE
NONE
0
0
1825
US GLOBAL JETS ETF
US GLB JETS
26922A842
266
11920
SH
SOLE
NONE
0
0
11920
VALLEY NATIONAL BANCORP
COM
919794107
102
10562
SH
SOLE
NONE
0
0
10562
VANECK VECTORS AMT-FREE INTERM MUNI ETF
INTRMDT MUNI ETF
92189H201
382
7348
SH
SOLE
NONE
0
0
7348
VANGUARD DIVIDEND APPRECIATION ETF
DIV APP ETF
921908844
2323
16459
SH
SOLE
NONE
0
0
16459
VANGUARD EXTENDED DURATION TRS ETF
EXTENDED DUR
921910709
457
3007
SH
SOLE
NONE
0
0
3007
VANGUARD HIGH DIVIDEND YIELD ETF
HIGH DIV YLD
921946406
1036
11332
SH
SOLE
NONE
0
0
11332
VANGUARD LONG-TERM BOND ETF
LONG TERM BOND
921937793
6553
59773
SH
SOLE
NONE
0
0
59773
VANGUARD MEGA CAP GROWTH ETF
MEGA GRWTH IND
921910816
57446
281944
SH
SOLE
NONE
0
0
281944
VANGUARD MORTGAGE-BACKED SECS ETF
MORTG-BACK SEC
92206C771
281
5200
SH
SOLE
NONE
0
0
5200
VANGUARD REAL ESTATE ETF
REAL ESTATE ETF
922908553
751
8844
SH
SOLE
NONE
0
0
8844
VANGUARD S&P 500 ETF
S&P 500 ETF SHS
922908363
769
2238
SH
SOLE
NONE
0
0
2238
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
92206C409
2364
28403
SH
SOLE
NONE
0
0
28403
VANGUARD TOTAL BOND MARKET ETF
TOTAL BND MRKT
921937835
2322
26337
SH
SOLE
NONE
0
0
26337
VANGUARD TOTAL STOCK MARKET ETF
TOTAL STK MKT
922908769
1261
6482
SH
SOLE
NONE
0
0
6482
VERIZON COMMUNICATIONS INC
COM
92343V104
829
14121
SH
SOLE
NONE
0
0
14121
VISA INC
COM CL A
92826C839
617
2822
SH
SOLE
NONE
0
0
2822
WALMART INC
COM
931142103
268
1860
SH
SOLE
NONE
0
0
1860
WISDOMTREE YIELD ENHANCED US AGGT BD ETF
YIELD ENHANCD US
97717X511
2312
43072
SH
SOLE
NONE
0
0
43072
ZOETIS INC
CL A
98978V103
5054
30541
SH
SOLE
NONE
0
0
30541
INVESCO ULTRA SHORT DURATION ETF
ULTRA SHRT DUR
46090A887
315
6243
SH
SOLE
NONE
0
0
6243
ISHARES 20 YEAR TREASURY BOND ETF
20 YR TR BD ETF
464287432
8332
52828
SH
SOLE
NONE
0
0
52828
ISHARES
IBOXX HI YD ETF
464288513
6333
72547
SH
SOLE
NONE
0
0
72547
ISHARE
IBOXX INV CP ETF
464287242
10679
77315
SH
SOLE
NONE
0
0
77315
ISHARES TIPS BOND ETF
TIPS BD ETF
464287176
492
3859
SH
SOLE
NONE
0
0
3859
SPDR BLMBG BARCLAYS HIGH YIELD BD ETF
BLOOMBERG BRCLYS
78468R622
3573
32806
SH
SOLE
NONE
0
0
32806
ALIBABA GROUP HOLDING LTD ADR SPONSORED
SPONSORED ADS
01609W102
2340
10057
SH
SOLE
NONE
0
0
10057
BEIGENE LTD ADR SPONSORED
SPONSORED ADR
07725L102
3428
33912
SH
SOLE
NONE
0
0
33912
INFOSYS LTD ADR SPONSORED
SPONSORED ADR
456788108
3418
201674
SH
SOLE
NONE
0
0
201674
SONY CORP ADR SPONSORED
SPONSORED ADR
835699307
3675
33706
SH
SOLE
NONE
0
0
33706
TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED
SPONSORED ADS
874039100
2664
10310
SH
SOLE
NONE
0
0
10310