Daymark Wealth Partners, LLC Purchases in Q3 2025

Daymark Wealth Partners, LLC

  • $2.79 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.8K
New
$85.01 - $90.35 $1M - $1.06M
11.8K $1.05M
BSEP
Innovator U.S. Equity Buffer E

ETFs
19.6K
+ 293.81%
$45.13 - $48.29 $885K - $946K
26.3K $1.27M
UBER
Uber Technologies, Inc

Technology
9.3K
+ 83.58%
$86.91 - $99.57 $808K - $926K
20.4K $2M
QCOM
Qualcomm Inc

Technology
347
+ 0.27%
$145.84 - $173.55 $50.6K - $60.2K
127K $21.2M
FVD
First Tr Value Line Divid Inde

ETFs
19.4K
+ 107.94%
$44.73 - $46.86 $867K - $908K
37.3K $1.73M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.9K
+ 13.29%
$50.47 - $50.74 $904K - $909K
153K $7.75M
XLE
Energy Sector Spdr

ETFs
9.8K
New
$84.25 - $91.99 $826K - $902K
9.8K $875K
JPIE
J P Morgan Exchange Traded Fd
18.3K
+ 7.93%
$46.01 - $46.55 $842K - $852K
249K $11.6M
NEE
Nextera Energy Inc

Utilities
7.67K
+ 17.03%
$69.77 - $77.54 $535K - $594K
52.7K $3.98M
UI
Ubiquiti Inc.

Technology
3
+ 0.09%
$388.83 - $660.58 $1.17K - $1.98K
3.4K $2.24M
CMI
Cummins Inc

Industrials
269
+ 3.64%
$327.85 - $426.39 $88.2K - $115K
7.66K $3.23M
CAT
Caterpillar Inc

Industrials
69
+ 0.83%
$390.92 - $477.15 $27K - $32.9K
8.42K $4.02M
IVV
Ishares Core S&P 500 ETF

ETFs
358
+ 3.29%
$620.67 - $670.08 $222K - $240K
11.2K $7.52M
MDT
Medtronic PLC

Healthcare
3.89K
+ 8.06%
$87.67 - $95.74 $341K - $373K
52.2K $4.97M
PEP
Pepsico Inc

Consumer Defensive
1.46K
+ 2.22%
$133.81 - $152.16 $195K - $222K
67.1K $9.43M
META
Meta Platforms, Inc.

Communication Services
1.05K
+ 7.46%
$695.21 - $791.73 $727K - $828K
15.1K $11.1M
LMT
Lockheed Martin Corp

Industrials
722
+ 8.03%
$410.74 - $499.21 $297K - $360K
9.71K $4.85M
XT
Ishares Tr Exponential Technol

ETFs
815
+ 0.9%
$65.04 - $71.97 $53K - $58.7K
91.2K $6.56M
SCHX
Schwab Strategic Tr Us Large C

ETFs
24.1K
+ 245.26%
$24.46 - $26.5 $589K - $638K
33.9K $893K
VO
Vanguard Mid Cap ETF

ETFs
572
+ 1.66%
$279.83 - $293.74 $160K - $168K
35.1K $10.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.91K
+ 4.97%
$108.97 - $121.65 $209K - $233K
40.4K $4.88M
PLTR
Palantir Technologies Inc.

Technology
262
+ 2.06%
$130.68 - $186.97 $34.2K - $49K
13K $2.37M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.64K
+ 136.79%
$82.38 - $83.0 $629K - $634K
13.2K $1.1M
MA
Mastercard Inc

Financial Services
960
+ 12.03%
$550.18 - $598.96 $528K - $575K
8.94K $5.08M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
10.7K
New
$52.31 - $56.47 $557K - $601K
10.7K $601K
TDIV
First Trust Nasdaq Technology

ETFs
5.39K
+ 78.26%
$89.27 - $100.33 $481K - $541K
12.3K $1.21M
PANW
Palo Alto Networks Inc

Technology
2.84K
+ 65.43%
$167.06 - $208.19 $475K - $591K
7.18K $1.46M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
6.12K
New
$67.16 - $93.48 $411K - $572K
6.12K $570K
SO
Southern CO

Utilities
4.82K
+ 13.2%
$90.83 - $96.0 $438K - $462K
41.3K $3.92M
IVE
Ishares S&P 500 Value ETF

ETFs
766
+ 2.1%
$194.44 - $206.51 $149K - $158K
37.3K $7.7M
MCD
Mcdonalds Corp

Consumer Cyclical
624
+ 2.02%
$291.67 - $316.99 $182K - $198K
31.5K $9.57M
ITW
Illinois Tool Works Inc

Industrials
1.83K
+ 32.84%
$252.31 - $269.41 $461K - $492K
7.39K $1.93M
AMP
Ameriprise Financial Inc

Financial Services
1.19K
+ 124.48%
$486.13 - $544.55 $578K - $648K
2.15K $1.05M
TJX
Tjx Companies Inc

Consumer Cyclical
581
+ 2.75%
$121.35 - $144.54 $70.5K - $84K
21.7K $3.14M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.36K
+ 23.45%
$53.81 - $57.52 $396K - $423K
38.7K $2.23M
AMAT
Applied Materials Inc

Technology
126
+ 0.59%
$156.25 - $204.95 $19.7K - $25.8K
21.5K $4.4M
VGT
Vanguard Information Technolog

ETFs
27
+ 0.49%
$656.44 - $753.15 $17.7K - $20.3K
5.58K $4.17M
K
Kellogg CO

Consumer Defensive
170
+ 0.09%
$76.96 - $82.02 $13.1K - $13.9K
184K $15.1M
SPYG
Spdr Portfolio

ETFs
4.51K
New
$94.33 - $105.31 $425K - $475K
4.51K $471K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
694
+ 13.43%
$224.68 - $282.71 $156K - $196K
5.86K $1.64M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
9.08K
+ 40.36%
$50.81 - $51.07 $462K - $464K
31.6K $1.61M
SCHV
Schwab Strategic Tr Us Large C

ETFs
16K
New
$27.61 - $29.15 $442K - $466K
16K $465K
FLEX
Flex Ltd.

Technology
4.07K
+ 14.85%
$48.49 - $59.33 $197K - $241K
31.5K $1.82M
T
At&T Inc.

Communication Services
16.8K
+ 43.89%
$26.94 - $29.62 $453K - $498K
55.1K $1.56M
FSIG
First Tr ETF Iv LTD Duration I
22.8K
+ 43.53%
$19.03 - $19.33 $434K - $441K
75.2K $1.44M
DUK
Duke Energy Corp

Utilities
1.65K
+ 4.05%
$116.31 - $125.93 $192K - $208K
42.4K $5.25M
XLU
Utilities Sector Spdr

ETFs
5.02K
New
$81.14 - $87.32 $407K - $438K
5.02K $437K
MO
Altria Group, Inc.

Consumer Defensive
3.23K
+ 10.99%
$57.75 - $67.68 $186K - $218K
32.6K $2.15M
HOOD
Robinhood Markets, Inc.

Technology
1.35K
+ 31.37%
$91.27 - $143.18 $123K - $193K
5.65K $808K
Activity Summary
Buys All Purchases 380 New Holdings 62 Increased Positions 318 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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