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
ABC
Amerisourcebergen Corp

Healthcare
315
+ 37.77%
N/A
1.15K $212K
MGK
Vanguard Mega Cap Growth ETF

ETFs
88
+ 14.84%
$362.31 - $405.74 $31.9K - $35.7K
681 $274K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
61
+ 0.56%
$136.48 - $142.97 $8.33K - $8.72K
11K $1.55M
FTA
First Tr Large Cap Value

ETFs
435
+ 11.53%
$78.13 - $83.78 $34K - $36.4K
4.21K $350K
CCL
Carnival Corp

Consumer Cyclical
1.32K
+ 7.03%
$28.37 - $32.49 $37.3K - $42.7K
20K $579K
HUBB
Hubbell Inc

Industrials
5
+ 0.22%
$410.51 - $450.93 $2.05K - $2.25K
2.29K $983K
IJS
Ishares S&P Smallcap 600 Value

ETFs
20
+ 0.45%
$98.99 - $112.2 $1.98K - $2.24K
4.49K $496K
LQD
Ishares Iboxx $ Investment Gra

ETFs
374
+ 7.25%
$107.66 - $112.36 $40.3K - $42K
5.53K $616K
BITO
Proshares Tr Bitcoin Strategy

ETFs
3.49K
+ 37.24%
$18.74 - $23.05 $65.3K - $80.4K
12.8K $252K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
78
+ 0.43%
$101.12 - $106.18 $7.89K - $8.28K
18.1K $1.86M
OHI
Omega Healthcare Investors Inc

Real Estate
224
+ 3.46%
$36.29 - $43.34 $8.13K - $9.71K
6.69K $282K
CLX
Clorox CO

Consumer Defensive
314
+ 14.95%
$117.67 - $131.43 $36.9K - $41.3K
2.41K $297K
ADM
Archer Daniels Midland CO

Consumer Defensive
283
+ 7.39%
$53.54 - $64.21 $15.2K - $18.2K
4.11K $245K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
228
+ 0.6%
$49.09 - $50.58 $11.2K - $11.5K
38.3K $1.94M
F
Ford Motor CO

Consumer Cyclical
1.1K
+ 4.18%
$10.82 - $12.09 $11.9K - $13.3K
27.4K $327K
UL
Unilever PLC

Consumer Defensive
952
+ 12.65%
$58.43 - $65.01 $55.6K - $61.9K
8.48K $502K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.04K
+ 19.26%
$17.81 - $18.39 $36.3K - $37.5K
12.6K $230K
WES
Western Midstream Partners, LP

Energy
382
+ 0.83%
$37.5 - $41.18 $14.3K - $15.7K
46.2K $1.81M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
787
+ 18.62%
$49.05 - $49.99 $38.6K - $39.3K
5.01K $249K
VBR
Vanguard Small Cap Value ETF

ETFs
63
+ 3.18%
$195.41 - $212.37 $12.3K - $13.4K
2.04K $426K
COIN
Coinbase Global, Inc.

Technology
150
+ 20.6%
$297.99 - $419.78 $44.7K - $63K
878 $296K
IDV
Ishares Tr

ETFs
417
+ 3.5%
$34.54 - $37.28 $14.4K - $15.5K
12.3K $451K
MRVL
Marvell Technology, Inc.

Technology
241
+ 8.6%
$62.31 - $84.07 $15K - $20.3K
3.04K $255K
OKE
Oneok Inc

Energy
1.13K
+ 22.43%
$71.36 - $83.47 $80.4K - $94.1K
6.15K $448K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
489
+ 9.7%
$50.02 - $53.28 $24.5K - $26.1K
5.53K $289K
NRG
Nrg Energy, Inc.

Utilities
195
+ 6.62%
$144.77 - $173.91 $28.2K - $33.9K
3.14K $508K
STLD
Steel Dynamics Inc

Basic Materials
361
+ 17.1%
N/A
2.47K $242K
KMI
Kinder Morgan, Inc.

Energy
1.64K
+ 12.47%
$26.23 - $28.5 $42.9K - $46.6K
14.7K $417K
KEY
Keycorp

Financial Services
380
+ 2.0%
$17.37 - $19.39 $6.6K - $7.37K
19.4K $362K
SLB
Schlumberger Limited

Energy
741
+ 8.88%
$32.37 - $37.31 $24K - $27.6K
9.09K $312K
TRV
Travelers Companies, Inc.

Financial Services
12
+ 0.53%
$250.62 - $279.43 $3.01K - $3.35K
2.29K $640K
SNA
Snap On Inc

Industrials
2
+ 0.25%
$313.01 - $346.53 $626 - $693
794 $275K
SCHG
Schwab Strategic Tr Us Large C

ETFs
200
+ 2.46%
$28.92 - $32.19 $5.78K - $6.44K
8.32K $265K
RVT
Royce Value Trust, Inc.

Financial Services
34
+ 0.14%
$14.94 - $16.5 $508 - $561
23.8K $384K
ALL
Allstate Corp

Financial Services
17
+ 0.99%
$192.0 - $214.65 $3.26K - $3.65K
1.74K $373K
PRU
Prudential Financial Inc

Financial Services
325
+ 12.17%
$100.68 - $109.89 $32.7K - $35.7K
3K $310K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3
+ 0.06%
$68.24 - $73.73 $205 - $221
5.08K $373K
IYH
Ishares Tr

ETFs
2
+ 0.02%
$54.36 - $58.96 $109 - $118
8.75K $513K
IP
International Paper CO

Consumer Cyclical
1.22K
+ 1.44%
$45.32 - $55.68 $55.4K - $68.1K
86.4K $4.01M
CGUS
Capital Group Core Equity ETF
1
+ 0.01%
$36.89 - $39.72 $36.9 - $39.7
6.82K $269K
CMS
Cms Energy Corp

Utilities
51
+ 1.67%
$69.37 - $74.67 $3.54K - $3.81K
3.1K $227K
MET
Metlife Inc

Financial Services
130
+ 4.25%
$73.82 - $82.37 $9.6K - $10.7K
3.19K $262K
DGRO
Ishares Core Dividend Growth E

ETFs
14
+ 0.37%
$64.12 - $68.08 $898 - $953
3.77K $256K
PFG
Principal Financial Group Inc

Financial Services
54
+ 1.66%
$75.53 - $82.95 $4.08K - $4.48K
3.31K $274K
IEMG
Ishares Inc

ETFs
283
+ 3.73%
N/A
7.86K $421K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11
+ 0.21%
$59.61 - $63.09 $656 - $694
5.15K $323K
FNK
First Trust Mid Cap Value Alph

ETFs
7
+ 0.17%
$51.66 - $56.58 $362 - $396
4.11K $227K
HIG
Hartford Financial Services Group, Inc.

Financial Services
22
+ 1.24%
$119.73 - $134.7 $2.63K - $2.96K
1.8K $240K
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.05%
$132.83 - $140.61 $133 - $141
1.83K $255K
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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