Daymark Wealth Partners
Latest statistics and disclosures from Daymark Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, PG, VOO, and represent 24.89% of Daymark Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$120M), AMZN (+$23M), AVGO (+$23M), AAPL (+$15M), JGLO (+$13M), NCPB (+$13M), SPY (+$12M), VOO (+$8.8M), RNW (+$8.5M), ABBV (+$7.2M).
- Started 109 new stock positions in KNG, IWS, CDNS, FBND, FSIG, VBR, FPE, BWXT, XLI, WRB.
- Reduced shares in these 10 stocks: JQUA (-$13M), CVS (-$7.8M), , JEMA (-$6.5M), K (-$6.1M), JCPB, USB, JGRO, , SCHZ.
- Sold out of its positions in BABA, AUPH, BAX, BLK, BGY, CF, CGSD, Cedar Fair, CHPT, FGEN.
- Daymark Wealth Partners was a net buyer of stock by $470M.
- Daymark Wealth Partners has $2.4B in assets under management (AUM), dropping by 27.13%.
- Central Index Key (CIK): 0001956824
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Portfolio Holdings for Daymark Wealth Partners
Daymark Wealth Partners holds 512 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Daymark Wealth Partners has 512 total positions. Only the first 250 positions are shown.
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- Download the Daymark Wealth Partners September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.5 | $178M | +8% | 897k | 197.83 |
|
| NVIDIA Corporation (NVDA) | 5.7 | $134M | +877% | 1.1M | 121.44 |
|
| Microsoft Corporation (MSFT) | 5.4 | $128M | +5% | 392k | 326.36 |
|
| Procter & Gamble Company (PG) | 3.5 | $84M | 600k | 139.06 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $65M | +15% | 124k | 527.67 |
|
| Amazon (AMZN) | 2.5 | $59M | +65% | 414k | 141.53 |
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $53M | +3% | 352k | 151.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $49M | +14% | 292k | 165.85 |
|
| Progressive Corporation (PGR) | 1.9 | $45M | 176k | 253.76 |
|
|
| Amgen (AMGN) | 1.8 | $43M | +2% | 231k | 186.04 |
|
| Johnson & Johnson (JNJ) | 1.3 | $30M | 301k | 98.33 |
|
|
| Home Depot (HD) | 1.2 | $28M | +3% | 180k | 157.51 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $28M | +6% | 240k | 117.22 |
|
| Broadcom (AVGO) | 1.1 | $26M | +915% | 148k | 172.50 |
|
| Us Bancorp Del Com New (USB) | 1.1 | $25M | -7% | 554k | 45.73 |
|
| International Business Machines (IBM) | 1.1 | $25M | +18% | 213k | 117.77 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $23M | +31% | 25k | 886.54 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $23M | +19% | 49k | 460.26 |
|
| Qualcomm (QCOM) | 0.9 | $21M | 124k | 170.05 |
|
|
| Raytheon Technologies Corp (RTX) | 0.9 | $21M | 174k | 121.16 |
|
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.9 | $21M | +25% | 326k | 64.07 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.9 | $21M | -8% | 272k | 76.88 |
|
| Visa Com Cl A (V) | 0.9 | $21M | +5% | 175k | 118.52 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $21M | +148% | 36k | 573.76 |
|
| J P Morgan Exchange Traded F Global Sel Equit (JGLO) | 0.9 | $20M | +193% | 323k | 62.67 |
|
| Fortinet (FTNT) | 0.8 | $20M | +25% | 254k | 77.55 |
|
| J P Morgan Exchange Traded F Betabuilders I (BBIN) | 0.8 | $19M | -3% | 306k | 63.01 |
|
| salesforce (CRM) | 0.8 | $19M | +2% | 175k | 110.16 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.8 | $19M | +22% | 400k | 46.52 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $18M | +6% | 109k | 167.19 |
|
| Kellogg Company (K) | 0.8 | $18M | -25% | 221k | 80.71 |
|
| Oracle Corporation (ORCL) | 0.7 | $17M | +8% | 99k | 170.40 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $17M | +16% | 70k | 237.21 |
|
| Cisco Systems (CSCO) | 0.7 | $16M | +3% | 402k | 40.22 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $16M | +59% | 271k | 59.51 |
|
| Advanced Micro Devices (AMD) | 0.7 | $16M | 97k | 164.08 |
|
|
| Abbvie (ABBV) | 0.7 | $16M | +85% | 79k | 197.48 |
|
| Parker-Hannifin Corporation (PH) | 0.6 | $15M | 24k | 631.81 |
|
|
| Pepsi (PEP) | 0.6 | $15M | +20% | 86k | 170.05 |
|
| Goldman Sachs (GS) | 0.6 | $14M | +2% | 134k | 106.58 |
|
| Chevron Corporation (CVX) | 0.6 | $14M | +2% | 193k | 72.84 |
|
| 3M Company (MMM) | 0.6 | $14M | +10% | 218k | 62.54 |
|
| Nushares Etf Tr Nuveen Core Plus (NCPB) | 0.5 | $13M | NEW | 481k | 25.93 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $12M | +11% | 111k | 109.33 |
|
| Wal-Mart Stores (WMT) | 0.5 | $12M | +14% | 150k | 80.75 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.5 | $12M | -19% | 247k | 48.24 |
|
| Merck & Co (MRK) | 0.5 | $12M | +4% | 222k | 52.67 |
|
| J P Morgan Exchange Traded F Betabuilders Usd (BBHY) | 0.5 | $12M | +52% | 244k | 47.36 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.5 | $12M | +15% | 188k | 61.14 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.5 | $11M | +81% | 242k | 46.39 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $10M | +10% | 12k | 885.94 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $9.9M | +207% | 45k | 220.89 |
|
| Phillips 66 (PSX) | 0.4 | $9.9M | +2% | 75k | 131.45 |
|
| United Parcel Service CL B (UPS) | 0.4 | $9.9M | +20% | 72k | 136.34 |
|
| McDonald's Corporation (MCD) | 0.4 | $9.8M | -3% | 137k | 71.80 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $9.8M | 26k | 381.67 |
|
|
| Devon Energy Corporation (DVN) | 0.4 | $9.7M | +71% | 247k | 39.12 |
|
| Target Corporation (TGT) | 0.4 | $9.7M | 62k | 155.86 |
|
|
| Coca-Cola Company (KO) | 0.4 | $9.2M | +5% | 225k | 40.95 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.4 | $9.0M | +21% | 334k | 26.97 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $8.9M | +17% | 34k | 263.83 |
|
| Renew Energy Global Cl A Shs (RNW) | 0.4 | $8.5M | NEW | 1.4M | 6.29 |
|
| Pfizer (PFE) | 0.4 | $8.5M | +5% | 292k | 28.94 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $8.3M | +29% | 17k | 488.07 |
|
| Tesla Motors (TSLA) | 0.4 | $8.3M | +233% | 32k | 261.63 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.3 | $8.0M | +14% | 231k | 34.79 |
|
| Verizon Communications (VZ) | 0.3 | $7.8M | +6% | 267k | 29.31 |
|
| Fifth Third Ban (FITB) | 0.3 | $7.8M | 270k | 28.78 |
|
|
| Steris Shs Usd (STE) | 0.3 | $7.3M | +381% | 30k | 242.54 |
|
| Meta Platforms Cl A (META) | 0.3 | $7.3M | +22% | 13k | 572.46 |
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.3 | $7.3M | +16% | 125k | 58.27 |
|
| Chubb (CB) | 0.3 | $7.2M | +17% | 25k | 288.39 |
|
| First Tr Exchange-traded Jd Internt Idx (FDN) | 0.3 | $7.2M | 34k | 211.83 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $7.2M | +1854% | 36k | 197.17 |
|
| Smucker J M Com New (SJM) | 0.3 | $7.1M | +16% | 59k | 121.10 |
|
| Honeywell International (HON) | 0.3 | $7.1M | +3% | 132k | 53.59 |
|
| PPG Industries (PPG) | 0.3 | $6.9M | +38% | 52k | 132.46 |
|
| Emerson Electric (EMR) | 0.3 | $6.8M | 62k | 109.37 |
|
|
| Lowe's Companies (LOW) | 0.3 | $6.8M | +10% | 25k | 270.85 |
|
| Eaton Corp SHS (ETN) | 0.3 | $6.7M | 20k | 331.45 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $6.6M | NEW | 159k | 41.28 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $6.5M | +830% | 180k | 36.38 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $6.5M | +14% | 128k | 50.74 |
|
| Union Pacific Corporation (UNP) | 0.3 | $6.3M | 26k | 246.48 |
|
|
| L3harris Technologies (LHX) | 0.3 | $6.3M | -2% | 26k | 237.87 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $6.2M | +31% | 11k | 576.83 |
|
| Analog Devices (ADI) | 0.2 | $5.7M | +2% | 25k | 230.17 |
|
| Abbott Laboratories (ABT) | 0.2 | $5.7M | +5% | 50k | 114.01 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $5.7M | -57% | 91k | 62.88 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $5.6M | +502% | 9.9k | 569.69 |
|
| J P Morgan Exchange Traded F Activebldrs Emer (JEMA) | 0.2 | $5.6M | -53% | 138k | 40.59 |
|
| Walt Disney Company (DIS) | 0.2 | $5.6M | +9% | 152k | 36.60 |
|
| First Tr Exchange-traded Rising Divd Achiv (RDVY) | 0.2 | $5.5M | +15% | 92k | 59.21 |
|
| Intel Corporation (INTC) | 0.2 | $5.3M | -11% | 317k | 16.73 |
|
| Kroger (KR) | 0.2 | $5.3M | +17% | 93k | 57.30 |
|
| Ishares Tr Exponential Tech (XT) | 0.2 | $5.2M | +2% | 86k | 60.88 |
|
| Carrier Global Corporation (CARR) | 0.2 | $5.0M | +242% | 63k | 80.49 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $5.0M | -25% | 104k | 47.52 |
|
| Applied Materials (AMAT) | 0.2 | $4.9M | -2% | 24k | 202.05 |
|
| M&T Bank Corporation (MTB) | 0.2 | $4.8M | +78% | 27k | 178.12 |
|
| Danaher Corporation (DHR) | 0.2 | $4.8M | +8% | 17k | 278.02 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $4.7M | +90% | 9.1k | 517.78 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $4.5M | +8% | 39k | 115.30 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $4.2M | +3% | 21k | 198.60 |
|
| General Electric Com New (GE) | 0.2 | $4.2M | +22% | 22k | 188.58 |
|
| Wells Fargo & Company (WFC) | 0.2 | $4.2M | +2% | 74k | 56.49 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.1M | +100% | 6.00 | 691180.00 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $4.1M | NEW | 154k | 26.65 |
|
| UnitedHealth (UNH) | 0.2 | $4.0M | 117k | 34.36 |
|
|
| Bristol Myers Squibb (BMY) | 0.2 | $4.0M | -2% | 77k | 51.74 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $4.0M | +41% | 8.1k | 493.81 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $4.0M | +40% | 33k | 119.61 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $4.0M | +363% | 10k | 383.94 |
|
| First Tr Exchange Traded No Amer Energy (EMLP) | 0.2 | $3.9M | +53% | 116k | 33.60 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $3.8M | +1162% | 6.6k | 586.52 |
|
| Medtronic SHS (MDT) | 0.2 | $3.8M | +29% | 43k | 90.03 |
|
| International Paper Company (IP) | 0.2 | $3.8M | -2% | 78k | 48.85 |
|
| Quanta Services (PWR) | 0.2 | $3.7M | 13k | 298.15 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $3.6M | +810% | 28k | 128.20 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.6M | NEW | 37k | 95.75 |
|
| Nextera Energy (NEE) | 0.2 | $3.6M | +8% | 42k | 84.53 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $3.5M | +3% | 7.0k | 491.27 |
|
| Caterpillar (CAT) | 0.1 | $3.4M | 128k | 26.41 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $3.4M | 6.3k | 528.03 |
|
|
| Southern Company (SO) | 0.1 | $3.3M | +16% | 37k | 90.18 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $3.3M | NEW | 51k | 64.81 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $3.3M | NEW | 9.7k | 340.46 |
|
| Ishares Tr Rus Mdcp Val Etf (EFA) | 0.1 | $3.3M | +64% | 39k | 83.63 |
|
| Linde SHS (LIN) | 0.1 | $3.2M | 6.8k | 476.88 |
|
|
| J P Morgan Exchange Traded F Betabldrs 1-5yr (BBSA) | 0.1 | $3.2M | +43% | 66k | 48.69 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $3.2M | +14% | 28k | 115.02 |
|
| FirstEnergy (FE) | 0.1 | $3.2M | 72k | 44.35 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $3.1M | -2% | 20k | 155.25 |
|
| Cintas Corporation (CTAS) | 0.1 | $3.0M | +299% | 15k | 205.88 |
|
| Deere & Company (DE) | 0.1 | $3.0M | +69% | 7.1k | 417.30 |
|
| Philip Morris International (PM) | 0.1 | $3.0M | +39% | 25k | 121.40 |
|
| Enterprise Products Partners (EPD) | 0.1 | $2.9M | +272% | 100k | 29.11 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.9M | +31% | 19k | 153.13 |
|
| FedEx Corporation (FDX) | 0.1 | $2.8M | +7% | 10k | 273.69 |
|
| AFLAC Incorporated (AFL) | 0.1 | $2.7M | 24k | 111.80 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $2.7M | +2% | 9.0k | 302.21 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.7M | +627% | 15k | 179.16 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $2.7M | +4% | 29k | 90.80 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $2.7M | 20k | 136.12 |
|
|
| Gilead Sciences (GILD) | 0.1 | $2.6M | -17% | 31k | 83.84 |
|
| Automatic Data Processing (ADP) | 0.1 | $2.6M | 9.3k | 276.73 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $2.6M | +948% | 160k | 16.05 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $2.5M | +6% | 24k | 103.81 |
|
| Corteva (CTVA) | 0.1 | $2.4M | +152% | 42k | 58.79 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $2.4M | +6% | 197k | 12.35 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $2.4M | +674% | 8.6k | 280.45 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.4M | +50% | 24k | 101.27 |
|
| PNC Financial Services (PNC) | 0.1 | $2.3M | +11% | 13k | 184.85 |
|
| Stryker Corporation (SYK) | 0.1 | $2.3M | 6.5k | 361.25 |
|
|
| Norfolk Southern (NSC) | 0.1 | $2.3M | -17% | 9.4k | 248.51 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $2.3M | +43% | 8.8k | 263.29 |
|
| Cummins (CMI) | 0.1 | $2.3M | +19% | 7.1k | 323.79 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $2.3M | +831% | 21k | 106.76 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.2M | +203% | 7.8k | 283.15 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.2M | +57% | 56k | 39.68 |
|
| NetApp (NTAP) | 0.1 | $2.2M | +5% | 18k | 123.51 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.2M | -6% | 6.1k | 353.47 |
|
| TJX Companies (TJX) | 0.1 | $2.1M | +32% | 18k | 117.54 |
|
| Victory Cap Hldgs Com Cl A (VCTR) | 0.1 | $2.1M | 39k | 55.40 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.1M | +3% | 18k | 119.70 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $2.0M | +31% | 31k | 64.62 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.0M | +539% | 32k | 63.00 |
|
| Garmin SHS (GRMN) | 0.1 | $2.0M | -3% | 11k | 176.03 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.9M | +11% | 9.4k | 206.58 |
|
| Intercontinental Exchange (ICE) | 0.1 | $1.9M | +29% | 12k | 160.65 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 0.1 | $1.9M | +14% | 39k | 47.93 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.9M | +82% | 35k | 52.81 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.8M | +519% | 13k | 142.04 |
|
| Zoetis Cl A (ZTS) | 0.1 | $1.8M | -4% | 9.3k | 195.38 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $1.8M | +18% | 23k | 77.61 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.8M | +58% | 2.2k | 833.35 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.8M | +9% | 13k | 142.28 |
|
| American Express Company (AXP) | 0.1 | $1.8M | 101k | 17.77 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $1.8M | NEW | 7.9k | 223.48 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.8M | +38% | 28k | 62.32 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $1.8M | -3% | 18k | 98.80 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.7M | +58% | 36k | 47.85 |
|
| Cabot Corporation (CBT) | 0.1 | $1.7M | +12% | 15k | 111.77 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.7M | +18% | 19k | 88.14 |
|
| Kkr & Co (KKR) | 0.1 | $1.6M | NEW | 12k | 130.58 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.6M | +97% | 13k | 125.62 |
|
| Netflix (NFLX) | 0.1 | $1.6M | +19% | 2.2k | 709.27 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $1.6M | NEW | 35k | 44.46 |
|
| Altria (MO) | 0.1 | $1.5M | +6% | 30k | 51.04 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $1.5M | +177% | 30k | 51.27 |
|
| Illinois Tool Works (ITW) | 0.1 | $1.5M | -5% | 5.7k | 262.05 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.5M | +48% | 8.6k | 174.57 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.5M | +175% | 29k | 51.12 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.5M | +39% | 6.0k | 243.49 |
|
| Shell Spon Ads (SHEL) | 0.1 | $1.4M | +605% | 22k | 65.95 |
|
| Ge Vernova (GEV) | 0.1 | $1.4M | NEW | 5.6k | 254.98 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $1.4M | +20% | 5.5k | 257.69 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.4M | 95k | 14.70 |
|
|
| First Tr Exchange-traded Finls Alphadex (FXO) | 0.1 | $1.4M | 27k | 51.13 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.4M | +78% | 25k | 54.93 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.4M | NEW | 15k | 91.93 |
|
| EOG Resources (EOG) | 0.1 | $1.4M | +5% | 11k | 122.93 |
|
| Whirlpool Corporation (WHR) | 0.1 | $1.4M | -8% | 13k | 107.00 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $1.4M | +49% | 27k | 49.78 |
|
| ConocoPhillips (COP) | 0.1 | $1.4M | +36% | 13k | 105.28 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.3M | -11% | 8.2k | 162.90 |
|
| Capital One Financial (COF) | 0.1 | $1.3M | -4% | 8.9k | 149.73 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $1.3M | -19% | 9.4k | 140.34 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.3M | +19% | 29k | 45.86 |
|
| General Mills (GIS) | 0.1 | $1.3M | +40% | 18k | 73.85 |
|
| Brown Forman Corp CL B (BF.B) | 0.1 | $1.3M | -6% | 26k | 49.20 |
|
| United Rentals (URI) | 0.1 | $1.3M | NEW | 1.6k | 809.93 |
|
| MGM Resorts International. (MGM) | 0.1 | $1.3M | +287% | 33k | 39.09 |
|
| Wk Kellogg Com Shs (KLG) | 0.1 | $1.3M | 74k | 17.11 |
|
|
| Leidos Holdings (LDOS) | 0.1 | $1.3M | +11% | 7.8k | 163.00 |
|
| S&p Global (SPGI) | 0.1 | $1.3M | -4% | 2.5k | 516.59 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $1.3M | NEW | 33k | 38.26 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.3M | +9% | 13k | 97.49 |
|
| Lam Research Corporation (LRCX) | 0.1 | $1.2M | +222% | 1.5k | 815.94 |
|
| Paychex (PAYX) | 0.1 | $1.2M | -5% | 9.3k | 134.18 |
|
| Boeing Company (BA) | 0.1 | $1.2M | 112k | 10.97 |
|
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $1.2M | +91% | 21k | 59.23 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.2M | +40% | 7.1k | 173.68 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | +14% | 6.2k | 198.06 |
|
| Waste Management (WM) | 0.1 | $1.2M | +28% | 5.9k | 207.59 |
|
| RPM International (RPM) | 0.1 | $1.2M | 9.8k | 121.00 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $1.2M | +83% | 50k | 23.95 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.2M | 16k | 73.67 |
|
|
| Nike CL B (NKE) | 0.0 | $1.2M | 110k | 10.48 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.2M | +33% | 15k | 78.05 |
|
| CSX Corporation (CSX) | 0.0 | $1.1M | +11% | 33k | 34.53 |
|
| Anthem (ELV) | 0.0 | $1.1M | +4% | 2.2k | 519.98 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $1.1M | NEW | 9.0k | 123.62 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.1M | -18% | 26k | 41.77 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.0 | $1.1M | -3% | 25k | 43.57 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $1.1M | +178% | 11k | 101.42 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $1.1M | NEW | 7.6k | 139.49 |
|
| Trane Technologies SHS (TT) | 0.0 | $1.1M | +16% | 2.7k | 388.72 |
|
| Hca Holdings (HCA) | 0.0 | $1.0M | -12% | 2.6k | 406.43 |
|
| Manulife Finl Corp (MFC) | 0.0 | $1.0M | NEW | 35k | 29.55 |
|
| EQT Corporation (EQT) | 0.0 | $1.0M | NEW | 28k | 36.64 |
|
| Starwood Property Trust (STWD) | 0.0 | $1.0M | NEW | 50k | 20.38 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $1.0M | NEW | 24k | 41.95 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $1.0M | NEW | 17k | 59.87 |
|
| Better Home & Finance Holdin Com New Cl A | 0.0 | $997k | NEW | 56k | 17.81 |
|
| Valero Energy Corporation (VLO) | 0.0 | $995k | -14% | 7.4k | 135.03 |
|
| Dow (DOW) | 0.0 | $990k | +3% | 136k | 7.28 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $985k | +2% | 7.5k | 131.40 |
|
| Fortive (FTV) | 0.0 | $978k | NEW | 12k | 78.93 |
|
| Hubbell (HUBB) | 0.0 | $972k | +278% | 2.3k | 428.37 |
|
Past Filings by Daymark Wealth Partners
SEC 13F filings are viewable for Daymark Wealth Partners going back to 2022
- Daymark Wealth Partners 2024 Q3 filed Oct. 8, 2024
- Daymark Wealth Partners 2024 Q1 filed April 10, 2024
- Daymark Wealth Partners 2023 Q4 filed Jan. 9, 2024
- Daymark Wealth Partners 2023 Q3 filed Oct. 10, 2023
- Daymark Wealth Partners 2023 Q2 filed July 19, 2023
- Daymark Wealth Partners 2023 Q1 filed April 20, 2023
- Daymark Wealth Partners 2022 Q4 filed Jan. 25, 2023