Chief Compliance Officer

0001663224-22-000009.txt : 20220504 0001663224-22-000009.hdr.sgml : 20220504 20220504151759 ACCESSION NUMBER: 0001663224-22-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220504 DATE AS OF CHANGE: 20220504 EFFECTIVENESS DATE: 20220504 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: 22891201 BUSINESS ADDRESS: STREET 1: 4601 W. NORTH A STREET CITY: TAMPA STATE: FL ZIP: 33609 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 03-31-2022 03-31-2022 Darwin Advisors, LLC

4601 W. NORTH A STREET TAMPA FL 33609

13F HOLDINGS REPORT 028-17491 N Paul S Van Ginhoven Chief Compliance Officer 727-483-7379 Paul S Van Ginhoven TAMPA FL 05-04-2022 0 169 608779 false INFORMATION TABLE 2 DarwinAdvisors_13fQ12022.xml Q1 2022 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 23724 1276847 SH SOLE 0 0 0 1276847 ADOBE SYSTEMS INCORPORATED COM 00724F101 3876 8506 SH SOLE 0 0 0 8506 ADVANCED MICRO DEVICES INC COM 007903107 1348 12330 SH SOLE 0 0 0 12330 ALLSTATE CORP COM 020002101 426 3078 SH SOLE 0 0 0 3078 ALPHABET INC CAP STK CL A 02079K305 3797 1365 SH SOLE 0 0 0 1365 ALPHABET INC CAP STK CL C 02079K107 1477 529 SH SOLE 0 0 0 529 AMAZON COM INC COM 023135106 7205 2210 SH SOLE 0 0 0 2210 AMERICAN TOWER CORP NEW COM 03027X100 233 929 SH SOLE 0 0 0 929 AMERICAN WTR WKS CO INC NEW COM 030420103 405 2446 SH SOLE 0 0 0 2446 AMPLIFY ETF TR BLACKSWAN GRWT 032108888 7239 231126 SH SOLE 0 0 0 231126 APPLE INC COM 037833100 13671 78293 SH SOLE 0 0 0 78293 AT&T INC COM 00206R102 464 19655 SH SOLE 0 0 0 19655 AUTOMATIC DATA PROCESSING IN COM 053015103 2215 9733 SH SOLE 0 0 0 9733 BALL CORP COM 058498106 1059 11770 SH SOLE 0 0 0 11770 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 709 2009 SH SOLE 0 0 0 2009 BK OF AMERICA CORP 7.25%CNV PFD L 060505682 236 180 SH SOLE 0 0 0 180 BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 126 12079 SH SOLE 0 0 0 12079 BLOCK INC CL A 852234103 1126 8304 SH SOLE 0 0 0 8304 BROADCOM INC COM 11135F101 1378 2188 SH SOLE 0 0 0 2188 BROWN & BROWN INC COM 115236101 246 3400 SH SOLE 0 0 0 3400 CASSAVA SCIENCES INC COM 14817C107 234 6293 SH SOLE 0 0 0 6293 CENTENE CORP DEL COM 15135B101 244 2898 SH SOLE 0 0 0 2898 CHIPOTLE MEXICAN GRILL INC COM 169656105 449 284 SH SOLE 0 0 0 284 CISCO SYS INC COM 17275R102 4201 75349 SH SOLE 0 0 0 75349 CLOROX CO DEL COM 189054109 240 1730 SH SOLE 0 0 0 1730 COCA COLA CO COM 191216100 292 4703 SH SOLE 0 0 0 4703 COMCAST CORP NEW CL A 20030N101 3332 71167 SH SOLE 0 0 0 71167 COSTCO WHSL CORP NEW COM 22160K105 3205 5565 SH SOLE 0 0 0 5565 COUPA SOFTWARE INC COM 22266L106 464 4567 SH SOLE 0 0 0 4567 DANAHER CORPORATION COM 235851102 482 1644 SH SOLE 0 0 0 1644 DATADOG INC CL A COM 23804L103 839 5540 SH SOLE 0 0 0 5540 DEERE & CO COM 244199105 204 490 SH SOLE 0 0 0 490 DISNEY WALT CO COM 254687106 352 2568 SH SOLE 0 0 0 2568 DUKE ENERGY CORP NEW COM NEW 26441C204 547 4897 SH SOLE 0 0 0 4897 EATON CORP PLC SHS G29183103 1167 7693 SH SOLE 0 0 0 7693 ELECTRAMECCANICA VEHS CORP COM NEW 284849205 30 13784 SH SOLE 0 0 0 13784 ETF SER SOLUTIONS NATIONWIDE NASDQ 26922A172 4489 182858 SH SOLE 0 0 0 182858 ETSY INC COM 29786A106 335 2695 SH SOLE 0 0 0 2695 EXXON MOBIL CORP COM 30231G102 772 9343 SH SOLE 0 0 0 9343 FIDELITY COVINGTON TRUST LOW VOLITY ETF 316092824 327 6531 SH SOLE 0 0 0 6531 FIDELITY COVINGTON TRUST QLTY FCTOR ETF 316092790 206 3938 SH SOLE 0 0 0 3938 FIDELITY COVINGTON TRUST MOMENTUM FACTR 316092816 377 7390 SH SOLE 0 0 0 7390 FIDELITY NATL INFORMATION SV COM 31620M106 313 3112 SH SOLE 0 0 0 3112 FIRST TR BICK INDEX FD 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464289883 1720 45648 SH SOLE 0 0 0 45648 ISHARES TR CORE US AGGBD ET 464287226 466 4352 SH SOLE 0 0 0 4352 ISHARES TR S&P 500 VAL ETF 464287408 408 2618 SH SOLE 0 0 0 2618 ISHARES TR RUS TP200 GR ETF 464289438 9415 59263 SH SOLE 0 0 0 59263 ISHARES TR RUSSELL 2000 ETF 464287655 334 1626 SH SOLE 0 0 0 1626 ISHARES TR MSCI GBL MULTIFC 46434V316 8359 226447 SH SOLE 0 0 0 226447 ISHARES TR MSCI EMG MKT ETF 464287234 4622 102377 SH SOLE 0 0 0 102377 ISHARES TR S&P 500 GRWT ETF 464287309 529 6922 SH SOLE 0 0 0 6922 ISHARES TR 20 YR TR BD ETF 464287432 2048 15503 SH SOLE 0 0 0 15503 ISHARES TR MSCI EAFE ETF 464287465 9560 129897 SH SOLE 0 0 0 129897 ISHARES TR RUS 1000 GRW ETF 464287614 1306 4705 SH SOLE 0 0 0 4705 ISHARES TR TIPS BD ETF 464287176 1454 11673 SH SOLE 0 0 0 11673 ISHARES TR S&P 100 ETF 464287101 3490 16739 SH SOLE 0 0 0 16739 ISHARES TR 1 3 YR TREAS BD 464287457 1817 21803 SH SOLE 0 0 0 21803 ISHARES TR RUS 2000 GRW ETF 464287648 1358 5308 SH SOLE 0 0 0 5308 ISHARES TR U.S. TECH ETF 464287721 14475 140476 SH SOLE 0 0 0 140476 ISHARES TR INTRM GOV CR ETF 464288612 412 3797 SH SOLE 0 0 0 3797 ISHARES TR CORE S&P SCP ETF 464287804 5963 55275 SH SOLE 0 0 0 55275 ISHARES TR US HLTHCARE ETF 464287762 298 1031 SH SOLE 0 0 0 1031 ISHARES TR MODERT ALLOC ETF 464289875 437 10175 SH SOLE 0 0 0 10175 ISHARES TR YLD OPTIM BD 46434V787 3966 168622 SH SOLE 0 0 0 168622 ISHARES TR RUS MD CP GR ETF 464287481 7837 77981 SH SOLE 0 0 0 77981 ISHARES TR MSCI USA MMENTM 46432F396 652 3873 SH SOLE 0 0 0 3873 ISHARES TR CORE S&P500 ETF 464287200 9678 21331 SH SOLE 0 0 0 21331 JOHNSON & JOHNSON COM 478160104 2091 11800 SH SOLE 0 0 0 11800 JPMORGAN CHASE & CO COM 46625H100 651 4776 SH SOLE 0 0 0 4776 LAM RESEARCH CORP COM 512807108 1324 2464 SH SOLE 0 0 0 2464 LILLY ELI & CO COM 532457108 274 957 SH SOLE 0 0 0 957 LOCKHEED MARTIN CORP COM 539830109 836 1894 SH SOLE 0 0 0 1894 LOWES COS INC COM 548661107 412 2040 SH SOLE 0 0 0 2040 MASTERCARD INCORPORATED CL A 57636Q104 636 1781 SH SOLE 0 0 0 1781 MCDONALDS CORP COM 580135101 266 1076 SH SOLE 0 0 0 1076 MCEWEN MNG INC COM 58039P107 19 22137 SH SOLE 0 0 0 22137 META PLATFORMS INC CL A 30303M102 730 3283 SH SOLE 0 0 0 3283 MICRON TECHNOLOGY INC COM 595112103 1412 18128 SH SOLE 0 0 0 18128 MICROSOFT CORP COM 594918104 7375 23921 SH SOLE 0 0 0 23921 MOODYS CORP COM 615369105 1860 5511 SH SOLE 0 0 0 5511 MSCI INC COM 55354G100 275 546 SH SOLE 0 0 0 546 NETFLIX INC COM 64110L106 3228 8618 SH SOLE 0 0 0 8618 NVIDIA CORPORATION COM 67066G104 4068 14910 SH SOLE 0 0 0 14910 OREILLY AUTOMOTIVE INC COM 67103H107 519 758 SH SOLE 0 0 0 758 PALANTIR TECHNOLOGIES INC CL A 69608A108 142 10361 SH SOLE 0 0 0 10361 PALO ALTO NETWORKS INC COM 697435105 1447 2325 SH SOLE 0 0 0 2325 PAYCHEX INC COM 704326107 1967 14415 SH SOLE 0 0 0 14415 PAYPAL HLDGS INC COM 70450Y103 2549 22037 SH SOLE 0 0 0 22037 PFIZER INC COM 717081103 325 6279 SH SOLE 0 0 0 6279 PIMCO CORPORATE & INCM STRG COM 72200U100 167 10621 SH SOLE 0 0 0 10621 PROCTER AND GAMBLE CO COM 742718109 3771 24678 SH SOLE 0 0 0 24678 PROGRESSIVE CORP COM 743315103 589 5165 SH SOLE 0 0 0 5165 PROSHARES TR S&P 500 DV ARIST 74348A467 1906 20078 SH SOLE 0 0 0 20078 PRUDENTIAL FINL INC COM 744320102 2598 21983 SH SOLE 0 0 0 21983 PUBLIC STORAGE COM 74460D109 1215 3113 SH SOLE 0 0 0 3113 QUALCOMM INC COM 747525103 2419 15826 SH SOLE 0 0 0 15826 S&P GLOBAL INC COM 78409V104 1196 2915 SH SOLE 0 0 0 2915 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 5123 87566 SH SOLE 0 0 0 87566 SEACOAST BKG CORP FLA COM NEW 811707801 324 9250 SH SOLE 0 0 0 9250 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 4832 70247 SH SOLE 0 0 0 70247 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 2128 24138 SH SOLE 0 0 0 24138 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 5268 51153 SH SOLE 0 0 0 51153 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 35305 222145 SH SOLE 0 0 0 222145 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 626 12964 SH SOLE 0 0 0 12964 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4144 30249 SH SOLE 0 0 0 30249 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 8808 47613 SH SOLE 0 0 0 47613 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 6936 180993 SH SOLE 0 0 0 180993 SPDR S&P 500 ETF TR TR UNIT 78462F103 822 1820 SH SOLE 0 0 0 1820 SPDR SER TR SSGA US LRG ETF 78468R804 1425 9917 SH SOLE 0 0 0 9917 SPDR SER TR PRTFLO S&P500 GW 78464A409 10462 158005 SH SOLE 0 0 0 158005 SPDR SER TR PORTFOLIO AGRGTE 78464A649 611 22003 SH SOLE 0 0 0 22003 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 604 6603 SH SOLE 0 0 0 6603 SPROTT PHYSICAL GOLD TR UNIT 85207H104 1339 87110 SH SOLE 0 0 0 87110 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 18429 409889 SH SOLE 0 0 0 409889 STARBUCKS CORP COM 855244109 2054 22578 SH SOLE 0 0 0 22578 SYNOPSYS INC COM 871607107 1223 3669 SH SOLE 0 0 0 3669 T-MOBILE US INC COM 872590104 1798 14006 SH SOLE 0 0 0 14006 TARGET CORP COM 87612E106 207 976 SH SOLE 0 0 0 976 TESLA INC COM 88160R101 2452 2275 SH SOLE 0 0 0 2275 THERMO FISHER SCIENTIFIC INC COM 883556102 791 1340 SH SOLE 0 0 0 1340 TWILIO INC CL A 90138F102 495 3004 SH SOLE 0 0 0 3004 TWO RDS SHARED TR ANFIELD UNVL ETF 90214Q766 23214 2514625 SH SOLE 0 0 0 2514625 ULTA BEAUTY INC COM 90384S303 490 1230 SH SOLE 0 0 0 1230 UNION PAC CORP COM 907818108 292 1069 SH SOLE 0 0 0 1069 UNITED PARCEL SERVICE INC CL B 911312106 1386 6464 SH SOLE 0 0 0 6464 UNITEDHEALTH GROUP INC COM 91324P102 870 1706 SH SOLE 0 0 0 1706 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 5829 191731 SH SOLE 0 0 0 191731 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 249 5262 SH SOLE 0 0 0 5262 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 2959 32272 SH SOLE 0 0 0 32272 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 5229 65741 SH SOLE 0 0 0 65741 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1320 5799 SH SOLE 0 0 0 5799 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 889 2141 SH SOLE 0 0 0 2141 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1200 11075 SH SOLE 0 0 0 11075 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1099 6778 SH SOLE 0 0 0 6778 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 753 6709 SH SOLE 0 0 0 6709 VANGUARD WORLD FD MEGA GRWTH IND 921910816 33788 143533 SH SOLE 0 0 0 143533 VERIZON COMMUNICATIONS INC COM 92343V104 653 12823 SH SOLE 0 0 0 12823 VERTIV HOLDINGS CO COM CL A 92537N108 413 29524 SH SOLE 0 0 0 29524 VISA INC COM CL A 92826C839 334 1507 SH SOLE 0 0 0 1507 WALMART INC COM 931142103 298 2001 SH SOLE 0 0 0 2001 WASTE MGMT INC DEL COM 94106L109 258 1628 SH SOLE 0 0 0 1628 WISDOMTREE TR YIELD ENHANCD US 97717X511 579 12099 SH SOLE 0 0 0 12099 ZOETIS INC CL A 98978V103 593 3147 SH SOLE 0 0 0 3147