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
FTC
First Tr Lge Cap Growth

ETFs
2.52K
New
$149.47 - $162.84 $376K - $410K
2.52K $404K
CG
Carlyle Group Inc.

Financial Services
3.02K
+ 15.99%
$52.82 - $69.35 $160K - $210K
21.9K $1.38M
BA
Boeing CO

Industrials
1.71K
+ 38.82%
$209.79 - $237.38 $359K - $406K
6.12K $1.32M
LDOS
Leidos Holdings, Inc.

Technology
16
+ 0.13%
$159.2 - $188.96 $2.55K - $3.02K
12.5K $2.36M
ABT
Abbott Laboratories

Healthcare
3.81K
+ 6.58%
$120.51 - $136.62 $459K - $520K
61.6K $8.25M
JCI
Johnson Controls International PLC

Industrials
2.56K
+ 10.65%
$103.24 - $111.73 $265K - $286K
26.6K $2.93M
IAU
Ishares Gold Trust

ETFs
5.29K
New
$61.62 - $72.77 $326K - $385K
5.29K $384K
CHKP
Check Point Software Technologies LTD

Technology
2.25K
+ 34.24%
$180.73 - $231.23 $406K - $519K
8.8K $1.82M
JMEE
J P Morgan Exchange Traded Fd

ETFs
4.76K
+ 32.38%
$59.19 - $64.47 $282K - $307K
19.5K $1.24M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14K
New
$23.82 - $25.84 $334K - $362K
14K $360K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.13K
+ 15.57%
$62.09 - $66.51 $256K - $274K
30.6K $2M
IEF
Ishares Barclays

ETFs
3.36K
+ 7.35%
$93.91 - $97.26 $315K - $326K
49K $4.73M
XLF
Financial Sector Spdr

ETFs
6.24K
+ 62.17%
$51.37 - $54.25 $321K - $339K
16.3K $876K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.4K
+ 77.4%
$26.38 - $27.95 $326K - $346K
28.3K $773K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.85K
+ 24.61%
$135.0 - $146.02 $249K - $270K
9.35K $1.36M
VLO
Valero Energy Corp

Energy
448
+ 5.96%
$131.77 - $175.63 $59K - $78.7K
7.97K $1.36M
INTU
Intuit Inc

Technology
505
New
$646.03 - $807.39 $326K - $408K
505 $344K
C
Citigroup Inc

Financial Services
1.47K
+ 12.44%
$85.57 - $103.49 $126K - $152K
13.3K $1.35M
AEP
American Electric Power CO Inc

Utilities
2.66K
+ 74.82%
$103.26 - $115.0 $275K - $306K
6.21K $698K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.91K
New
$81.75 - $84.54 $320K - $331K
3.91K $329K
ENB
Enbridge Inc

Energy
4.82K
+ 30.08%
$43.79 - $50.46 $211K - $243K
20.8K $1.05M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
33
+ 0.32%
$567.09 - $607.37 $18.7K - $20K
10.3K $6.14M
TTWO
Take Two Interactive Software Inc

Communication Services
1.22K
New
$217.37 - $259.96 $264K - $316K
1.22K $313K
VRT
Vertiv Holdings CO

Industrials
3.55K
+ 226.51%
N/A
5.12K $443K
NGG
National Grid PLC

Utilities
4.19K
New
$67.98 - $74.38 $285K - $312K
4.19K $304K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.94K
+ 100.66%
$50.53 - $50.82 $300K - $302K
11.8K $600K
CEG
Constellation Energy Corp

Utilities
883
+ 57.23%
$298.82 - $354.89 $264K - $313K
2.43K $798K
PLD
Prologis, Inc.

Real Estate
2.4K
+ 95.69%
$104.08 - $115.35 $250K - $277K
4.91K $562K
XEL
Xcel Energy Inc

Utilities
3.69K
New
$67.56 - $80.65 $249K - $297K
3.69K $297K
UNP
Union Pacific Corp

Industrials
646
+ 2.93%
$214.91 - $237.16 $139K - $153K
22.7K $5.37M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.13K
+ 20.05%
$48.5 - $50.19 $249K - $258K
30.7K $1.54M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.08K
+ 2.28%
$49.43 - $54.52 $53.5K - $59K
48.6K $2.63M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
34.4K
New
$7.98 - $8.29 $275K - $285K
34.4K $282K
ETR
Entergy Corp

Utilities
2.98K
New
$80.93 - $93.55 $241K - $279K
2.98K $277K
MPC
Marathon Petroleum Corp

Energy
266
+ 3.19%
$158.59 - $198.69 $42.2K - $52.9K
8.6K $1.66M
SYK
Stryker Corp

Healthcare
1.25K
+ 17.11%
$368.57 - $403.53 $461K - $504K
8.56K $3.16M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.54K
New
$164.63 - $174.58 $253K - $268K
1.54K $267K
KLAC
Kla Corp

Technology
246
New
$843.9 - $1078.6 $208K - $265K
246 $265K
OXY
Occidental Petroleum Corp

Energy
5.62K
New
$42.54 - $48.1 $239K - $270K
5.62K $265K
VTI
Vanguard Total Stock Market Et

ETFs
110
+ 1.2%
$303.93 - $329.86 $33.4K - $36.3K
9.26K $3.04M
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.86K
New
$46.69 - $59.27 $227K - $288K
4.86K $257K
GRMN
Garmin LTD

Technology
1
+ 0.01%
$211.13 - $246.22 $211 - $246
6.77K $1.67M
BE
Bloom Energy Corp

Industrials
3K
New
$22.13 - $86.27 $66.4K - $259K
3K $253K
BR
Broadridge Financial Solutions, Inc.

Technology
1.07K
New
$233.75 - $266.89 $249K - $285K
1.07K $253K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.89K
New
$101.96 - $132.43 $192K - $250K
1.89K $242K
APH
Amphenol Corp

Technology
1.37K
+ 47.22%
$97.39 - $125.4 $133K - $172K
4.27K $528K
SHW
Sherwin Williams CO

Basic Materials
481
+ 1.91%
$330.88 - $375.23 $159K - $180K
25.6K $8.88M
GILD
Gilead Sciences, Inc.

Healthcare
2.11K
+ 7.27%
$108.22 - $120.47 $229K - $255K
31.2K $3.46M
IDCC
Inter Digital, Inc.

Communication Services
692
New
$221.35 - $349.23 $153K - $242K
692 $238K
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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