Daymark Wealth Partners, LLC Incresed Positions in Q2 2025

Daymark Wealth Partners, LLC

  • $2.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XT
Ishares Tr Exponential Technol

ETFs
2.05K
+ 2.33%
$49.86 - $65.25 $102K - $134K
90.3K $5.89M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.95K
+ 109.58%
$248.61 - $294.96 $733K - $870K
5.64K $1.59M
HD
Home Depot, Inc.

Consumer Cyclical
2.01K
+ 2.85%
$335.24 - $380.78 $673K - $765K
72.5K $26.6M
CARR
Carrier Global Corp

Industrials
1.72K
+ 2.72%
$55.55 - $75.83 $95.6K - $131K
65K $4.75M
BX
Blackstone Inc.

Financial Services
3.84K
+ 22.44%
$120.07 - $151.11 $461K - $580K
21K $3.14M
IWM
Ishares Russell 2000 ETF

ETFs
236
+ 0.56%
$174.82 - $215.79 $41.3K - $50.9K
42.2K $9.11M
NVS
Novartis Ag

Healthcare
3.71K
+ 12.53%
$101.96 - $121.01 $378K - $449K
33.3K $4.03M
IVW
Ishares S&P 500 Growth ETF

ETFs
704
+ 1.86%
$82.96 - $110.1 $58.4K - $77.5K
38.5K $4.24M
KKR
Kkr & Co. Inc.

Financial Services
3.43K
+ 23.53%
$92.79 - $134.29 $318K - $461K
18K $2.4M
PPG
Ppg Industries Inc

Basic Materials
5.19K
+ 19.17%
$91.66 - $115.04 $476K - $597K
32.3K $3.67M
STE
Steris PLC

Healthcare
969
+ 3.19%
$208.55 - $252.55 $202K - $245K
31.3K $7.53M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.4K
+ 10.11%
$50.36 - $50.68 $624K - $628K
135K $6.83M
LDOS
Leidos Holdings, Inc.

Technology
2.14K
+ 20.76%
$132.9 - $160.3 $285K - $344K
12.5K $1.97M
ADI
Analog Devices Inc

Technology
230
+ 1.63%
$164.6 - $238.02 $37.9K - $54.7K
14.3K $3.41M
NTAP
Net App, Inc.

Technology
1.92K
+ 10.51%
$76.1 - $106.55 $146K - $204K
20.1K $2.15M
BAC
Bank Of America Corp

Financial Services
4.81K
+ 8.57%
$34.39 - $47.46 $165K - $228K
60.9K $2.88M
CG
Carlyle Group Inc.

Financial Services
8.9K
+ 88.83%
$34.78 - $51.4 $309K - $457K
18.9K $971K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
8.82K
+ 10.3%
$59.8 - $60.07 $528K - $530K
94.5K $5.66M
VUG
Vanguard Growth ETF

ETFs
46
+ 0.61%
$329.49 - $438.4 $15.2K - $20.2K
7.57K $3.32M
T
At&T Inc.

Communication Services
16.7K
+ 77.43%
$26.33 - $28.94 $440K - $484K
38.3K $1.11M
DE
Deere & CO

Industrials
421
+ 5.98%
$412.99 - $531.48 $174K - $224K
7.46K $3.79M
MTB
M&T Bank Corp

Financial Services
574
+ 2.32%
$156.58 - $193.99 $89.9K - $111K
25.3K $4.91M
FVD
First Tr Value Line Divid Inde

ETFs
10.9K
+ 153.85%
$40.62 - $45.12 $442K - $491K
18K $802K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
257
+ 2.57%
$468.22 - $566.51 $120K - $146K
10.3K $5.82M
CTAS
Cintas Corp

Industrials
753
+ 4.65%
$190.11 - $227.66 $143K - $171K
17K $3.78M
IEF
Ishares Barclays

ETFs
4.47K
+ 10.85%
$93.15 - $96.56 $416K - $432K
45.7K $4.37M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
4.32K
+ 110.12%
$107.83 - $119.94 $466K - $518K
8.25K $889K
UBER
Uber Technologies, Inc

Technology
2.81K
+ 33.69%
$64.62 - $93.3 $181K - $262K
11.1K $1.04M
PANW
Palo Alto Networks Inc

Technology
1.67K
+ 62.26%
$152.44 - $204.64 $254K - $341K
4.34K $888K
AXP
American Express CO

Financial Services
260
+ 4.05%
$231.39 - $318.98 $60.2K - $82.9K
6.68K $2.13M
NET
Cloudflare, Inc.

Technology
51
+ 1.13%
$97.08 - $195.83 $4.95K - $9.99K
4.56K $892K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
382
+ 7.98%
$141.37 - $228.57 $54K - $87.3K
5.17K $1.17M
TJX
Tjx Companies Inc

Consumer Cyclical
2.76K
+ 15.06%
$119.13 - $135.03 $329K - $373K
21.1K $2.61M
COF
Capital One Financial Corp

Financial Services
1.07K
+ 25.55%
$150.57 - $212.76 $161K - $228K
5.26K $1.12M
ICE
Intercontinental Exchange, Inc.

Financial Services
686
+ 3.19%
$151.62 - $183.47 $104K - $126K
22.2K $4.07M
SYK
Stryker Corp

Healthcare
501
+ 7.36%
$337.37 - $395.63 $169K - $198K
7.31K $2.89M
SNOW
Snowflake Inc.

Technology
695
+ 27.1%
$130.53 - $223.77 $90.7K - $156K
3.26K $729K
VEA
Vanguard Ftse Developed Market

ETFs
3K
+ 10.26%
$45.65 - $57.01 $137K - $171K
32.2K $1.84M
ET
Energy Transfer LP

Energy
22.1K
+ 13.38%
$15.65 - $18.93 $346K - $418K
187K $3.39M
TT
Trane Technologies PLC

Industrials
31
+ 1.0%
$315.21 - $437.41 $9.77K - $13.6K
3.13K $1.37M
IONQ
Ion Q, Inc.

Technology
5
+ 0.03%
$20.68 - $48.04 $103 - $240
14.6K $627K
TDIV
First Trust Nasdaq Technology

ETFs
2.58K
+ 59.92%
$64.41 - $90.17 $166K - $233K
6.89K $620K
NOW
Service Now, Inc.

Technology
130
+ 17.91%
$721.65 - $1040.18 $93.8K - $135K
856 $880K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.22K
+ 54.27%
$65.84 - $80.81 $212K - $260K
9.14K $732K
CEG
Constellation Energy Corp

Utilities
498
+ 47.66%
$170.96 - $322.76 $85.1K - $161K
1.54K $498K
HWM
Howmet Aerospace Inc.

Industrials
287
+ 6.93%
$112.33 - $186.13 $32.2K - $53.4K
4.43K $824K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.62K
+ 13.06%
$45.88 - $54.4 $166K - $197K
31.4K $1.71M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
728
+ 4.32%
$57.46 - $75.58 $41.8K - $55K
17.6K $1.33M
LNG
Cheniere Energy, Inc.

Energy
988
+ 52.95%
$197.25 - $244.33 $195K - $241K
2.85K $695K
Activity Summary
Buys All Purchases 362 New Holdings 74 Increased Positions 288 Sells All Sells 154 Reductions 154 Sold out 0 Options Calls 0 Puts 0
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