Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DARWIN WEALTH MANAGEMENT LLC | 11-07-2023 | 09-30-2023 | 147 | 371,709,825 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 151 | $472,571 | 3,034 | 0.00 | 0.00 | -25 | -0.82 | 09-30-2023 |
| EXXON MOBIL CORP | COM | 152 | $431,584 | 3,671 | 0.00 | 0.00 | -176 | -4.57 | 09-30-2023 |
| RTX CORPORATION | COM | 153 | $423,687 | 5,887 | 0.00 | 5,887 | +Inf | 09-30-2023 | |
| FIRST TR MORNINGSTAR DIVID L | SHS | 154 | $410,618 | 12,279 | 0.00 | 0.00 | -1,135 | -8.46 | 09-30-2023 |
