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, JPM, AMZN, and represent 23.92% of Daymark Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$7.1M), FDN (+$5.9M), QTEC (+$5.3M), FXR (+$5.3M), FXU, FXO, AAPL, PYLD, AMD, PULS.
- Started 62 new stock positions in VUSB, SNY, BE, CLS, ARKG, XLU, SPYG, NGG, ITWO, SCHB.
- Reduced shares in these 10 stocks: NVDA (-$5.5M), USB, ADBE, JGLO, TLH, AVGO, INTC, PFE, BOCT, MSFT.
- Sold out of its positions in ELV, BWXT, CME, CMG, CION, DOW, AJG, DIV, BOCT, PIN. MBLY, Nuveen Preferred And equity, PTRB, PDI, QLYS, ROST, SPYD, AOS, SOLV, TTC, NFJ, Wk Kellogg.
- Daymark Wealth Partners was a net buyer of stock by $119M.
- Daymark Wealth Partners has $2.9B in assets under management (AUM), dropping by 12.04%.
- Central Index Key (CIK): 0001956824
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Portfolio Holdings for Daymark Wealth Partners
Daymark Wealth Partners holds 600 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Daymark Wealth Partners has 600 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Daymark Wealth Partners Sept. 30, 2025 positions
- Download the Daymark Wealth Partners September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.8 | $201M | 790k | 254.63 |
|
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| NVIDIA Corporation (NVDA) | 6.3 | $187M | -2% | 999k | 186.58 |
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| Microsoft Corporation (MSFT) | 5.2 | $153M | 296k | 517.95 |
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| JPMorgan Chase & Co. (JPM) | 2.8 | $83M | 264k | 315.43 |
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| Amazon (AMZN) | 2.7 | $81M | 368k | 219.57 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $77M | +3% | 316k | 243.10 |
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| Procter & Gamble Company (PG) | 2.6 | $75M | +2% | 489k | 153.65 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $58M | +14% | 94k | 612.38 |
|
| Broadcom (AVGO) | 1.6 | $48M | -3% | 145k | 329.91 |
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| Amgen (AMGN) | 1.5 | $43M | +5% | 152k | 282.20 |
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| Progressive Corporation (PGR) | 1.4 | $42M | 171k | 246.95 |
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| Johnson & Johnson (JNJ) | 1.3 | $39M | +6% | 213k | 185.42 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 1.2 | $35M | +4% | 373k | 93.75 |
|
| Visa Com Cl A (V) | 1.1 | $31M | +2% | 92k | 341.38 |
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| Oracle Corporation (ORCL) | 1.1 | $31M | +6% | 111k | 281.24 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 1.0 | $31M | +5% | 762k | 40.35 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.0 | $31M | +10% | 1.3M | 23.47 |
|
| International Business Machines (IBM) | 1.0 | $30M | 107k | 282.16 |
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| Home Depot (HD) | 1.0 | $30M | +2% | 74k | 405.19 |
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| Raytheon Technologies Corp (RTX) | 1.0 | $29M | 173k | 167.33 |
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| J P Morgan Exchange Traded F Betabuilders I (BBIN) | 1.0 | $29M | +9% | 407k | 70.13 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $29M | 253k | 112.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $27M | 112k | 243.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $26M | +6% | 52k | 502.74 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $26M | +10% | 39k | 666.18 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.9 | $26M | +6% | 372k | 68.96 |
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| Goldman Sachs (GS) | 0.8 | $25M | 31k | 796.35 |
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| Costco Wholesale Corporation (COST) | 0.8 | $25M | +3% | 27k | 925.64 |
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| Quanta Services (PWR) | 0.8 | $24M | 58k | 414.42 |
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| salesforce (CRM) | 0.7 | $22M | 92k | 237.00 |
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| Cisco Systems (CSCO) | 0.7 | $22M | 319k | 68.42 |
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| Fortinet (FTNT) | 0.7 | $22M | +2% | 256k | 84.08 |
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| Qualcomm (QCOM) | 0.7 | $21M | 127k | 166.36 |
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| Us Bancorp Del Com New (USB) | 0.7 | $20M | -14% | 415k | 48.33 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $20M | 78k | 254.28 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.7 | $20M | +13% | 415k | 47.55 |
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| Abbvie (ABBV) | 0.7 | $20M | +4% | 85k | 231.54 |
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| J P Morgan Exchange Traded F Global Sel Equit (JGLO) | 0.7 | $19M | -12% | 287k | 67.77 |
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| Parker-Hannifin Corporation (PH) | 0.6 | $19M | +2% | 25k | 758.14 |
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| PNC Financial Services (PNC) | 0.6 | $19M | 94k | 200.93 |
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| Lincoln National Corporation (LNC) | 0.6 | $18M | -2% | 454k | 40.33 |
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| 3M Company (MMM) | 0.6 | $18M | 117k | 155.18 |
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| First Tr Exchange-traded Jd Internt Idx (FDN) | 0.6 | $17M | +52% | 62k | 279.84 |
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| Wal-Mart Stores (WMT) | 0.5 | $16M | +7% | 156k | 103.06 |
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| Kellogg Company (K) | 0.5 | $15M | 184k | 82.02 |
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| Chevron Corporation (CVX) | 0.5 | $15M | 94k | 155.29 |
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| First Tr Exchange-traded Rising Divd Achiv (RDVY) | 0.5 | $14M | +9% | 208k | 67.26 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $14M | +4% | 317k | 43.92 |
|
| Nushares Etf Tr Nuveen Core Plus (NCPB) | 0.4 | $13M | +3% | 498k | 25.38 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $13M | +2% | 21k | 600.38 |
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| Phillips 66 (PSX) | 0.4 | $12M | 86k | 136.02 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.4 | $12M | +7% | 249k | 46.41 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.4 | $11M | +9% | 384k | 29.62 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $11M | +46% | 414k | 26.84 |
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| Meta Platforms Cl A (META) | 0.4 | $11M | +7% | 15k | 734.36 |
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| Blackrock (BLK) | 0.4 | $11M | 9.3k | 1165.86 |
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| Tesla Motors (TSLA) | 0.4 | $11M | -8% | 24k | 444.72 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $10M | 35k | 293.74 |
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| Eli Lilly & Co. (LLY) | 0.3 | $10M | +18% | 13k | 763.01 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $10M | 42k | 241.96 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $10M | +24% | 214k | 46.81 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.3 | $10M | +3% | 154k | 65.00 |
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| Advanced Micro Devices (AMD) | 0.3 | $9.6M | +56% | 59k | 161.79 |
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| McDonald's Corporation (MCD) | 0.3 | $9.6M | +2% | 32k | 303.89 |
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| Pepsi (PEP) | 0.3 | $9.4M | +2% | 67k | 140.44 |
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| Sherwin-Williams Company (SHW) | 0.3 | $8.9M | 26k | 346.26 |
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| Emerson Electric (EMR) | 0.3 | $8.7M | 67k | 131.18 |
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| L3harris Technologies (LHX) | 0.3 | $8.6M | 28k | 305.41 |
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| Target Corporation (TGT) | 0.3 | $8.5M | +37% | 95k | 89.70 |
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| Coca-Cola Company (KO) | 0.3 | $8.5M | +3% | 128k | 66.32 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $8.3M | +9% | 217k | 38.02 |
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| Abbott Laboratories (ABT) | 0.3 | $8.3M | +6% | 62k | 133.94 |
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| Smucker J M Com New (SJM) | 0.3 | $8.2M | +10% | 76k | 108.60 |
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| Eaton Corp SHS (ETN) | 0.3 | $8.2M | -3% | 22k | 374.26 |
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| General Electric Com New (GE) | 0.3 | $8.1M | +17% | 27k | 300.82 |
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| First Tr Exchange-traded Finls Alphadex (FXO) | 0.3 | $7.9M | +146% | 133k | 59.39 |
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| John Hancock Exchange Traded High Yield Etf (JHHY) | 0.3 | $7.9M | +31% | 301k | 26.12 |
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| Honeywell International (HON) | 0.3 | $7.8M | 37k | 210.50 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $7.7M | +13% | 153k | 50.73 |
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| Steris Shs Usd (STE) | 0.3 | $7.7M | 31k | 247.44 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $7.7M | +2% | 37k | 206.51 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $7.5M | +3% | 11k | 669.28 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $7.5M | -9% | 75k | 99.53 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $7.4M | +80% | 148k | 49.83 |
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| Verizon Communications (VZ) | 0.2 | $7.0M | 160k | 43.95 |
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| Merck & Co (MRK) | 0.2 | $7.0M | -2% | 83k | 83.93 |
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| First Tr Exchange-traded SHS (QTEC) | 0.2 | $7.0M | +318% | 30k | 229.61 |
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| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.2 | $6.8M | +333% | 88k | 78.06 |
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| Fifth Third Ban (FITB) | 0.2 | $6.8M | -5% | 242k | 28.21 |
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| Chubb (CB) | 0.2 | $6.6M | -2% | 23k | 282.25 |
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| Ishares Tr Exponential Tech (XT) | 0.2 | $6.6M | 91k | 71.94 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $6.5M | -12% | 115k | 57.10 |
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| Walt Disney Company (DIS) | 0.2 | $6.3M | +6% | 55k | 114.50 |
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| First Tr Exchange Traded Utilities Alph (FXU) | 0.2 | $6.2M | +314% | 137k | 45.45 |
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| Lowe's Companies (LOW) | 0.2 | $6.2M | 25k | 251.31 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $6.1M | 10k | 596.06 |
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| Kroger (KR) | 0.2 | $6.1M | +3% | 90k | 67.41 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $6.1M | -9% | 10k | 609.30 |
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| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.2 | $6.0M | +32% | 62k | 96.68 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $5.9M | +31% | 6.1k | 968.17 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $5.7M | -31% | 56k | 102.99 |
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| Ge Vernova (GEV) | 0.2 | $5.7M | +13% | 9.3k | 614.90 |
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| Union Pacific Corporation (UNP) | 0.2 | $5.4M | +2% | 23k | 236.37 |
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| J P Morgan Exchange Traded F Activebldrs Emer (JEMA) | 0.2 | $5.3M | 111k | 47.55 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $5.3M | +4% | 42k | 123.75 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.2 | $5.2M | +54% | 84k | 61.92 |
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| Cohen & Steers Etf Trust Preferred And In (CSPF) | 0.2 | $5.2M | +24% | 199k | 25.99 |
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| Wells Fargo & Company (WFC) | 0.2 | $5.2M | -5% | 62k | 83.82 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $5.1M | +12% | 8.9k | 568.80 |
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| M&T Bank Corporation (MTB) | 0.2 | $5.0M | 25k | 197.62 |
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| Medtronic SHS (MDT) | 0.2 | $5.0M | +8% | 52k | 95.24 |
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| Renew Energy Global Cl A Shs (RNW) | 0.2 | $4.9M | -4% | 635k | 7.70 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $4.9M | +4% | 40k | 120.72 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $4.8M | +8% | 9.7k | 499.20 |
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| PPG Industries (PPG) | 0.2 | $4.8M | +42% | 46k | 105.11 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $4.7M | +7% | 49k | 96.46 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $4.7M | 49k | 95.47 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $4.7M | -17% | 78k | 59.91 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $4.6M | +52% | 49k | 93.64 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.5M | 6.00 | 754200.00 |
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| Philip Morris International (PM) | 0.2 | $4.5M | +16% | 28k | 162.20 |
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| Pfizer (PFE) | 0.2 | $4.5M | -23% | 176k | 25.48 |
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| First Tr Exchange Traded No Amer Energy (EMLP) | 0.1 | $4.4M | +2% | 115k | 38.29 |
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| Applied Materials (AMAT) | 0.1 | $4.4M | 22k | 204.74 |
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| Starbucks Corporation (SBUX) | 0.1 | $4.3M | +2% | 51k | 84.60 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $4.2M | 33k | 128.24 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $4.2M | -2% | 56k | 74.37 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $4.2M | 5.6k | 746.65 |
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| Ishares Tr Global Equity (GLOF) | 0.1 | $4.1M | -11% | 79k | 51.62 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $4.0M | +7% | 11k | 355.47 |
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| Caterpillar (CAT) | 0.1 | $4.0M | 8.4k | 477.16 |
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| International Paper Company (IP) | 0.1 | $4.0M | 86k | 46.40 |
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| Nextera Energy (NEE) | 0.1 | $4.0M | +17% | 53k | 75.49 |
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| Southern Company (SO) | 0.1 | $3.9M | +13% | 41k | 94.77 |
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| Intercontinental Exchange (ICE) | 0.1 | $3.9M | +4% | 23k | 168.48 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $3.8M | 20k | 190.58 |
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| American Express Company (AXP) | 0.1 | $3.8M | +70% | 11k | 332.15 |
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| Carrier Global Corporation (CARR) | 0.1 | $3.7M | -3% | 63k | 59.70 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $3.7M | 52k | 71.37 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $3.6M | 21k | 170.85 |
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| Analog Devices (ADI) | 0.1 | $3.5M | 14k | 245.70 |
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| Linde SHS (LIN) | 0.1 | $3.5M | 7.4k | 474.99 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $3.5M | 7.1k | 490.41 |
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| Bristol Myers Squibb (BMY) | 0.1 | $3.5M | 77k | 45.10 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.5M | -4% | 7.2k | 479.59 |
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| Gilead Sciences (GILD) | 0.1 | $3.5M | +7% | 31k | 111.00 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $3.3M | -45% | 9.4k | 352.75 |
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| Netflix (NFLX) | 0.1 | $3.3M | +8% | 2.7k | 1199.09 |
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| Enterprise Products Partners (EPD) | 0.1 | $3.3M | 104k | 31.27 |
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| Cummins (CMI) | 0.1 | $3.2M | +3% | 7.7k | 422.34 |
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| FirstEnergy (FE) | 0.1 | $3.2M | 70k | 45.82 |
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| Intel Corporation (INTC) | 0.1 | $3.2M | -31% | 95k | 33.55 |
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| Stryker Corporation (SYK) | 0.1 | $3.2M | +17% | 8.6k | 369.67 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $3.1M | 184k | 17.16 |
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| TJX Companies (TJX) | 0.1 | $3.1M | +2% | 22k | 144.54 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $3.1M | 20k | 158.10 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $3.0M | 9.3k | 328.19 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.0M | 21k | 140.95 |
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| Automatic Data Processing (ADP) | 0.1 | $2.9M | +8% | 10k | 293.51 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $2.9M | +10% | 27k | 109.95 |
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| Deere & Company (DE) | 0.1 | $2.9M | -14% | 6.4k | 457.26 |
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| Bank of America Corporation (BAC) | 0.1 | $2.9M | -8% | 56k | 51.59 |
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| Ishares Tr Rus Mdcp Val Etf (EFA) | 0.1 | $2.8M | -2% | 30k | 93.37 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $2.8M | -3% | 6.2k | 447.23 |
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| General Dynamics Corporation (GD) | 0.1 | $2.7M | -4% | 8.0k | 340.98 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $2.6M | +2% | 49k | 54.18 |
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| FedEx Corporation (FDX) | 0.1 | $2.6M | 11k | 235.81 |
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| Kkr & Co (KKR) | 0.1 | $2.5M | +5% | 19k | 129.95 |
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| Norfolk Southern (NSC) | 0.1 | $2.5M | -13% | 8.2k | 300.40 |
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| Corteva (CTVA) | 0.1 | $2.4M | -3% | 36k | 67.63 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $2.4M | +2% | 13k | 182.42 |
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| Cintas Corporation (CTAS) | 0.1 | $2.4M | -31% | 12k | 205.25 |
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| NetApp (NTAP) | 0.1 | $2.4M | 20k | 118.46 |
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| Leidos Holdings (LDOS) | 0.1 | $2.4M | 13k | 188.96 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $2.4M | +2% | 8.2k | 287.06 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.3M | -4% | 17k | 137.80 |
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| Ubiquiti (UI) | 0.1 | $2.2M | 3.4k | 660.56 |
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| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.1 | $2.2M | 47k | 47.50 |
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| Danaher Corporation (DHR) | 0.1 | $2.2M | -12% | 11k | 198.26 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $2.2M | +23% | 39k | 57.52 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $2.2M | -14% | 5.6k | 396.12 |
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| Victory Cap Hldgs Com Cl A (VCTR) | 0.1 | $2.2M | -7% | 34k | 64.76 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.1 | $2.2M | -3% | 46k | 47.51 |
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| CVS Caremark Corporation (CVS) | 0.1 | $2.2M | 29k | 75.39 |
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| Altria (MO) | 0.1 | $2.2M | +10% | 33k | 66.06 |
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| AFLAC Incorporated (AFL) | 0.1 | $2.1M | -7% | 19k | 111.70 |
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| First Tr Exch Trd Alphdx Euro Alphadex (FEUZ) | 0.1 | $2.1M | NEW | 36k | 58.78 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $2.1M | 20k | 104.30 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $2.0M | NEW | 2.1k | 933.64 |
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| Uber Technologies (UBER) | 0.1 | $2.0M | +83% | 20k | 97.97 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.0M | +15% | 31k | 65.26 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $2.0M | 39k | 49.95 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $1.9M | 38k | 50.47 |
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| Illinois Tool Works (ITW) | 0.1 | $1.9M | +32% | 7.4k | 260.77 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.9M | 10k | 186.48 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.9M | -4% | 10k | 189.70 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $1.9M | 23k | 80.65 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $1.9M | 18k | 103.07 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.9M | -3% | 31k | 59.92 |
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| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.1 | $1.8M | +129% | 109k | 16.87 |
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| Flex Ord (FLEX) | 0.1 | $1.8M | +14% | 32k | 57.97 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.8M | +34% | 8.8k | 206.91 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $1.8M | 46k | 39.29 |
|
|
| Victory Portfolios Ii Core Intermediat (UITB) | 0.1 | $1.8M | +3% | 38k | 47.52 |
|
| Tg Therapeutics (TGTX) | 0.1 | $1.8M | +8% | 50k | 36.12 |
|
| EQT Corporation (EQT) | 0.1 | $1.8M | +14% | 33k | 54.43 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $1.8M | 18k | 100.20 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $1.8M | +21% | 75k | 23.65 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $1.8M | -3% | 22k | 79.94 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.8M | 5.7k | 307.84 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $1.7M | NEW | 35k | 49.99 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $1.7M | +107% | 37k | 46.24 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.7M | +9% | 14k | 124.34 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.7M | -4% | 5.7k | 293.80 |
|
| Garmin SHS (GRMN) | 0.1 | $1.7M | 6.8k | 246.22 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.7M | +3% | 8.6k | 192.74 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.6M | +13% | 5.9k | 279.27 |
|
| UnitedHealth (UNH) | 0.1 | $1.6M | -5% | 4.7k | 345.28 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $1.6M | +40% | 32k | 51.04 |
|
| Cohen & Steers Etf Trust Real Estate Acti (CSRE) | 0.1 | $1.6M | +29% | 61k | 26.05 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $1.6M | +3% | 34k | 46.93 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $1.6M | -3% | 34k | 46.71 |
|
| At&t (T) | 0.1 | $1.6M | +43% | 55k | 28.24 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.5M | 11k | 140.05 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.5M | +10% | 8.4k | 183.74 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.5M | +20% | 31k | 50.07 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $1.5M | +413% | 4.7k | 323.57 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.5M | -6% | 6.0k | 246.58 |
|
| Palo Alto Networks (PANW) | 0.0 | $1.5M | +65% | 7.2k | 203.61 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $1.5M | +32% | 12k | 119.51 |
|
| First Tr Exchange-traded Limited Duration (FSIG) | 0.0 | $1.4M | +43% | 75k | 19.21 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $1.4M | +7% | 19k | 76.01 |
|
| United Parcel Service CL B (UPS) | 0.0 | $1.4M | +7% | 17k | 83.53 |
|
| Waste Management (WM) | 0.0 | $1.4M | +8% | 6.5k | 220.84 |
|
| Hca Holdings (HCA) | 0.0 | $1.4M | -7% | 3.3k | 426.20 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.4M | 14k | 100.25 |
|
|
| S&p Global (SPGI) | 0.0 | $1.4M | +2% | 2.8k | 486.70 |
|
| Carlyle Group (CG) | 0.0 | $1.4M | +15% | 22k | 62.70 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.0 | $1.4M | 14k | 101.92 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.4M | +4% | 16k | 87.31 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $1.4M | 14k | 96.55 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.4M | +24% | 9.4k | 145.65 |
|
| Valero Energy Corporation (VLO) | 0.0 | $1.4M | +5% | 8.0k | 170.27 |
|
| Citigroup Com New (C) | 0.0 | $1.4M | +12% | 13k | 101.50 |
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.0 | $1.3M | 20k | 66.61 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $1.3M | 14k | 95.89 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.3M | +5% | 6.1k | 215.78 |
|
| Boeing Company (BA) | 0.0 | $1.3M | +38% | 6.1k | 215.83 |
|
| Ea Series Trust Cambria Global | 0.0 | $1.3M | NEW | 26k | 50.36 |
|
| Trane Technologies SHS (TT) | 0.0 | $1.3M | -2% | 3.1k | 421.95 |
|
Past Filings by Daymark Wealth Partners
SEC 13F filings are viewable for Daymark Wealth Partners going back to 2022
- Daymark Wealth Partners 2025 Q3 filed Oct. 22, 2025
- Daymark Wealth Partners 2025 Q2 filed Aug. 4, 2025
- Daymark Wealth Partners 2025 Q1 restated filed April 23, 2025
- Daymark Wealth Partners 2025 Q1 filed April 14, 2025
- Daymark Wealth Partners 2024 Q4 filed Jan. 17, 2025
- Daymark Wealth Partners 2024 Q4 restated filed Jan. 17, 2025
- 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