Darwin Wealth Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Darwin Wealth Management, LLC is a prominent financial management company that provides expert guidance and strategies to their clients. In this blog post, we will be analyzing the Q1 2023 and Q2 2023 13F holdings of Darwin Wealth Management, LLC and the changes that occurred within this period.

The 13F form is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. It provides detailed information about the investment holdings of these managers, including the number of shares held and the value of those shares.

Let's dive into the comparison between Q1 2023 and Q2 2023 holdings of Darwin Wealth Management, LLC:

1. INVESCO QQQ TR (Ticker: QQQ)

- In Q1 2023, Darwin Wealth Management held 58,429 shares of INVESCO QQQ TR, with a value of $18,629,000.

- In Q2 2023, the number of shares held decreased to 54,106, representing a 6.9% change. The value of the shares increased to $19,920,000.

2. TWO RDS SHARED TR (Ticker: AFIF)

- Darwin Wealth Management held 2,034,248 shares of TWO RDS SHARED TR in Q1 2023, with a value of $17,942,000.

- In Q2 2023, the number of shares held decreased to 2,001,756, representing a 1.6% change. The value of the shares decreased to $17,655,000.

3. VANGUARD WORLD FD (Ticker: MGK)

- In Q1 2023, Darwin Wealth Management held 65,715 shares of VANGUARD WORLD FD, with a value of $13,448,000.

- In Q2 2023, the number of shares held decreased to 60,736, representing a 5.4% change. The value of the shares increased to $14,173,000.

4. FIRST TR EXCHNG TRADED FD VI (Ticker: UCON)

- Darwin Wealth Management held 590,112 shares of FIRST TR EXCHNG TRADED FD VI in Q1 2023, with a value of $14,292,000.

- In Q2 2023, the number of shares held decreased to 572,939, representing a 3.3% change. The value of the shares decreased to $13,819,000.

5. FIRST TR EXCHNG TRADED FD VI (Ticker: DEED)

- In Q1 2023, Darwin Wealth Management held 608,120 shares of FIRST TR EXCHNG TRADED FD VI, with a value of $13,086,000.

- In Q2 2023, the number of shares held increased to 615,017, representing a 1.4% change. The value of the shares decreased to $12,909,000.

6. APPLE INC (Ticker: AAPL)

- In Q1 2023, Darwin Wealth Management held 62,803 shares of APPLE INC, with a value of $10,376,000.

- In Q2 2023, the number of shares held increased to 67,495, representing a 22.3% change. The value of the shares increased to $12,694,000.

7. FIRST TR EXCHANGE-TRADED FD (Ticker: LMBS)

- Darwin Wealth Management held 265,663 shares of FIRST TR EXCHANGE-TRADED FD in Q1 2023, with a value of $12,727,000.

- In Q2 2023, the number of shares held increased to 265,922, representing a 0.7% change. The value of the shares decreased to $12,641,000.

8. FIRST TR EXCHANGE-TRADED FD (Ticker: HYLS)

- In Q1 2023, Darwin Wealth Management held 310,550 shares of FIRST TR EXCHANGE-TRADED FD, with a value of $12,363,000.

- In Q2 2023, the number of shares held decreased to 305,680, representing a 2.3% change. The value of the shares decreased to $12,077,000.

9. SELECT SECTOR SPDR TR (Ticker: XLK)

- Darwin Wealth Management held 73,149 shares of SELECT SECTOR SPDR TR in Q1 2023, with a value of $10,913,000.

- In Q2 2023, the number of shares held decreased to 69,841, representing a 10.1% change. The value of the shares increased to $12,014,000.

10. SSGA ACTIVE ETF TR (Ticker: SRLN)

- In Q1 2023, Darwin Wealth Management held 258,022 shares of SSGA ACTIVE ETF TR, with a value of $10,697,000.

- In Q2 2023, the number of shares held increased to 262,419, representing a 2.3% change. The value of the shares increased to $10,940,000.

These are just a few examples of the changes in holdings that Darwin Wealth Management, LLC experienced in Q1 2023 and Q2 2023. The 13F form provides a comprehensive insight into the investment activities of institutional investment managers, helping investors make informed decisions. It's essential to closely monitor these holdings and understand the reasons behind the changes to stay updated with the market trends.

Please note that the information in this article is for informational purposes only and should not be considered as financial advice. Always consult with a professional before making any investment decisions.