Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DARWIN WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 137 | 358,776,174 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 151 | $522,647 | 1,056 | 0.00 | 0.00 | -4,936 | -82.38 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 152 | $503,390 | 1,107 | 0.00 | 0.00 | -176 | -13.72 | 03-31-2024 |
| GENERAL ELECTRIC CO | COM NEW | 153 | $476,059 | 2,712 | 0.00 | 0.00 | -866 | -24.20 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 154 | $471,105 | 2,978 | 0.00 | 0.00 | -56 | -1.85 | 03-31-2024 |
