Darwin Wealth Management, LLC

Q4 2024 13F-HR/A Holdings

Location
Tampa, FL
Holdings as of
12/31/2024
Date filed
9/2/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
638
Total value ($000)
$297,539
Net value change ($000)
—
New positions
637
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 8/18/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AFIF 12,259 —
EFA 11,510 —
MGK 11,457 —
UCON 9,355 —
LMBS 9,172 —
CLOI 8,783 —
XLK 8,598 —
QQQ 8,401 —
EMXC 7,477 —
BOND 6,901 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type