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
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
5.89K
+ 53.02%
$33.86 - $35.74 $199K - $210K
17K $607K
CDNS
Cadence Design Systems Inc

Technology
654
New
$309.46 - $373.37 $202K - $244K
654 $229K
TRGP
Targa Resources Corp.

Energy
1.37K
New
$160.52 - $174.4 $220K - $239K
1.37K $229K
MS
Morgan Stanley

Financial Services
792
+ 14.01%
$139.09 - $161.16 $110K - $128K
6.45K $1.02M
SNY
Sanofi

Healthcare
4.81K
New
$45.07 - $51.35 $217K - $247K
4.81K $227K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.63K
New
$113.78 - $148.0 $186K - $242K
1.63K $225K
MU
Micron Technology Inc

Technology
1.34K
New
$104.88 - $168.89 $141K - $226K
1.34K $224K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.45K
New
$91.44 - $91.77 $224K - $225K
2.45K $224K
ARKG
Ark Genomic Revolution ETF (De

ETFs
8K
New
$22.91 - $27.85 $183K - $223K
8K $222K
DELL
Dell Technologies Inc.

Technology
1.57K
New
$120.96 - $141.77 $189K - $222K
1.57K $222K
PPL
Ppl Corp

Utilities
5.95K
New
$33.54 - $37.24 $200K - $222K
5.95K $221K
RY
Royal Bank Of Canada

Financial Services
1.5K
New
$128.46 - $148.6 $193K - $223K
1.5K $220K
SHOP
Shopify Inc.

Technology
1.48K
New
$112.11 - $157.12 $165K - $232K
1.48K $219K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
368
+ 17.94%
$435.72 - $463.74 $160K - $171K
2.42K $1.12M
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.95K
New
$86.72 - $111.84 $169K - $218K
1.95K $218K
TRP
Tc Energy Corp

Energy
3.92K
New
$46.58 - $54.41 $183K - $213K
3.92K $213K
CTRA
Coterra Energy Inc.

Energy
13.4K
+ 21.75%
$23.09 - $25.45 $310K - $342K
75.1K $1.78M
CVS
Cvs Health Corp

Healthcare
306
+ 1.07%
$58.75 - $76.5 $18K - $23.4K
28.8K $2.17M
FSLR
First Solar, Inc.

Technology
912
New
$160.84 - $223.53 $147K - $204K
912 $201K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.22K
New
$148.97 - $165.88 $181K - $202K
1.22K $200K
EMLP
First Tr Exchange Traded Iv

ETFs
2.8K
+ 2.5%
$36.99 - $38.38 $103K - $107K
115K $4.4M
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
12.2K
+ 49.8%
$14.0 - $14.68 $170K - $179K
36.6K $537K
HSY
Hershey CO

Consumer Defensive
637
+ 22.1%
$161.95 - $193.45 $103K - $123K
3.52K $658K
THW
Tekla World Healthcare Fund

Financial Services
14.2K
New
$10.16 - $12.6 $145K - $179K
14.2K $179K
WMB
Williams Companies, Inc.

Energy
2.66K
+ 32.44%
$56.52 - $64.01 $150K - $170K
10.9K $687K
SNOW
Snowflake Inc.

Technology
741
+ 22.73%
$191.73 - $241.0 $142K - $179K
4K $902K
NKE
Nike, Inc.

Consumer Cyclical
2.61K
+ 27.04%
$69.24 - $79.24 $181K - $207K
12.3K $855K
WEC
Wec Energy Group, Inc.

Utilities
1.05K
+ 22.08%
$103.66 - $114.59 $108K - $120K
5.78K $662K
CM
Canadian Imperial Bank Of Commerce

Financial Services
1.45K
+ 26.19%
$71.11 - $81.68 $103K - $118K
6.98K $557K
ADSK
Autodesk, Inc.

Technology
674
New
N/A
674 $165K
HBAN
Huntington Bancshares Inc

Financial Services
8.61K
+ 26.0%
$15.87 - $17.88 $137K - $154K
41.7K $720K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.29K
+ 41.58%
$65.64 - $78.22 $216K - $257K
11.2K $750K
PM
Philip Morris International Inc.

Consumer Defensive
3.9K
+ 16.38%
$157.77 - $183.27 $615K - $714K
27.7K $4.49M
NOW
Service Now, Inc.

Technology
267
+ 31.19%
$850.86 - $1044.69 $227K - $279K
1.12K $1.03M
TGTX
Tg Therapeutics, Inc.

Healthcare
4K
+ 8.79%
$26.39 - $39.19 $106K - $157K
49.5K $1.79M
TXN
Texas Instruments Inc

Technology
765
+ 10.03%
N/A
8.39K $1.63M
FXL
First Tr Exchange Traded Fd Fi

ETFs
797
+ 61.88%
$155.79 - $172.55 $124K - $138K
2.09K $350K
TFC
Truist Financial Corp

Financial Services
2.61K
+ 30.82%
$42.83 - $47.07 $112K - $123K
11.1K $505K
SBND
Columbia ETF Tr I Short Durati

ETFs
7.24K
+ 25.14%
$18.7 - $19.03 $135K - $138K
36.1K $684K
TTE
Total Energies Se

Energy
1.93K
+ 12.08%
N/A
17.9K $1.23M
FYX
First Tr Small Cap Core Alphad

ETFs
379
+ 4.91%
$96.35 - $111.0 $36.5K - $42.1K
8.1K $882K
FBT
First Trust Nyse Arca Biotechn

ETFs
128
+ 2.23%
$159.46 - $180.52 $20.4K - $23.1K
5.88K $1.05M
O
Realty Income Corp

Real Estate
1.85K
+ 42.64%
$56.13 - $60.79 $104K - $113K
6.2K $376K
CLF
Cleveland Cliffs Inc.

Basic Materials
10.3K
New
$8.12 - $12.84 $83.2K - $132K
10.3K $125K
ED
Consolidated Edison Inc

Utilities
1.23K
+ 30.9%
$95.57 - $105.36 $117K - $129K
5.19K $522K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.52K
+ 39.77%
$78.96 - $80.04 $120K - $121K
5.33K $426K
TMO
Thermo Fisher Scientific Inc.

Healthcare
160
+ 29.04%
$404.94 - $499.99 $64.8K - $80K
711 $344K
VZ
Verizon Communications Inc

Communication Services
200
+ 0.13%
$40.84 - $45.06 $8.17K - $9.01K
160K $7.03M
D
Dominion Energy, Inc

Utilities
493
+ 2.73%
$56.32 - $62.1 $27.8K - $30.6K
18.6K $1.14M
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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