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
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.55K
+ 7.15%
$60.34 - $74.89 $93.3K - $116K
23.2K $1.73M
SPGI
S&P Global Inc.

Financial Services
408
+ 17.29%
$438.31 - $527.29 $179K - $215K
2.77K $1.46M
ECL
Ecolab Inc.

Basic Materials
741
+ 20.8%
$225.65 - $270.95 $167K - $201K
4.3K $1.16M
IVE
Ishares S&P 500 Value ETF

ETFs
380
+ 1.05%
$168.34 - $195.42 $64K - $74.3K
36.5K $7.14M
IEFA
Ishares Tr

ETFs
1.71K
+ 12.8%
$67.83 - $84.09 $116K - $144K
15.1K $1.26M
C
Citigroup Inc

Financial Services
1.05K
+ 9.78%
$58.13 - $85.12 $61.3K - $89.7K
11.8K $1.01M
ADBE
Adobe Inc.

Technology
468
+ 2.8%
$340.0 - $420.68 $159K - $197K
17.2K $6.65M
FDX
Fedex Corp

Industrials
1.72K
+ 18.5%
$198.07 - $245.17 $340K - $420K
11K $2.5M
VT
Vanguard Total World Stk Index

ETFs
62
+ 0.35%
$103.16 - $128.52 $6.4K - $7.97K
17.8K $2.29M
VCTR
Victory Capital Holdings, Inc.

Financial Services
99
+ 0.27%
$51.28 - $64.94 $5.08K - $6.43K
37.1K $2.36M
CSL
Carlisle Companies Inc

Industrials
323
+ 12.51%
$317.1 - $408.5 $102K - $132K
2.9K $1.08M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
3.97K
+ 21.42%
$50.52 - $50.92 $201K - $202K
22.5K $1.15M
XLK
Technology Sector Spdr

ETFs
212
+ 6.78%
$179.73 - $253.23 $38.1K - $53.7K
3.34K $846K
NRG
Nrg Energy, Inc.

Utilities
64
+ 2.22%
$83.61 - $162.67 $5.35K - $10.4K
2.94K $472K
LMT
Lockheed Martin Corp

Industrials
110
+ 1.24%
$430.82 - $486.45 $47.4K - $53.5K
8.99K $4.16M
WMB
Williams Companies, Inc.

Energy
2.64K
+ 47.6%
$54.33 - $62.87 $144K - $166K
8.2K $514K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
24
+ 0.49%
$139.8 - $197.22 $3.36K - $4.73K
4.92K $969K
HUBB
Hubbell Inc

Industrials
6
+ 0.26%
$315.94 - $408.41 $1.9K - $2.45K
2.28K $931K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.24K
+ 20.53%
$45.3 - $50.64 $192K - $215K
24.9K $1.22M
VIS
Vanguard Industrial ETF

ETFs
454
+ 31.05%
$220.04 - $280.07 $99.9K - $127K
1.92K $536K
MS
Morgan Stanley

Financial Services
303
+ 5.66%
$99.83 - $140.86 $30.2K - $42.7K
5.66K $796K
IEMG
Ishares Inc

ETFs
3.17K
+ 72.05%
N/A
7.58K $406K
ENB
Enbridge Inc

Energy
3.46K
+ 27.56%
$41.09 - $47.16 $142K - $163K
16K $726K
CCL
Carnival Corp

Consumer Cyclical
130
+ 0.7%
$16.43 - $28.12 $2.14K - $3.66K
18.7K $526K
DUK
Duke Energy Corp

Utilities
2.62K
+ 6.87%
$112.46 - $124.05 $295K - $325K
40.8K $4.81M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.63K
+ 68.03%
$85.42 - $94.39 $139K - $154K
4.03K $378K
FTCS
First Trust Capital Strength E

ETFs
1.23K
+ 3.99%
$81.6 - $92.39 $101K - $114K
32.2K $2.92M
IEV
Ishares Tr Europe ETF

ETFs
1.04K
+ 6.78%
$51.8 - $64.59 $53.8K - $67K
16.3K $1.03M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.06K
+ 13.57%
$48.13 - $49.85 $147K - $153K
25.6K $1.26M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.92%
$4164.15 - $5789.24 $4.16K - $5.79K
110 $636K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
322
+ 9.73%
$101.69 - $139.02 $32.7K - $44.8K
3.63K $505K
NEE
Nextera Energy Inc

Utilities
2.77K
+ 6.55%
$64.11 - $75.0 $177K - $208K
45K $3.12M
WEC
Wec Energy Group, Inc.

Utilities
1.39K
+ 41.52%
$102.24 - $109.76 $142K - $153K
4.74K $493K
BSX
Boston Scientific Corp

Healthcare
961
+ 24.9%
$89.7 - $107.41 $86.2K - $103K
4.82K $517K
AEP
American Electric Power CO Inc

Utilities
1.3K
+ 57.61%
$98.59 - $109.11 $128K - $142K
3.55K $368K
IYW
Ishares Dj Us Tech ETF

ETFs
2
+ 0.06%
$122.57 - $173.27 $245 - $347
3.63K $628K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.45K
+ 7.54%
$45.12 - $46.23 $111K - $113K
35K $1.62M
CSX
Csx Corp

Industrials
479
+ 1.55%
$26.69 - $32.91 $12.8K - $15.8K
31.3K $1.02M
IJK
Ishares S&P Midcap 400 Growth

ETFs
21
+ 0.15%
$73.7 - $90.98 $1.55K - $1.91K
14.1K $1.29M
TFC
Truist Financial Corp

Financial Services
2.33K
+ 38.04%
$34.79 - $42.99 $81.1K - $100K
8.46K $363K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.52K
+ 10.4%
$63.54 - $68.5 $96.3K - $104K
16.1K $1.08M
DLR
Digital Realty Trust, Inc.

Real Estate
126
+ 5.45%
$136.11 - $177.69 $17.1K - $22.4K
2.44K $424K
FCX
Freeport Mcmoran Inc

Basic Materials
521
+ 4.18%
$29.15 - $44.46 $15.2K - $23.2K
13K $562K
IWF
Ishares Russell 1000 Gr ETF

ETFs
52
+ 4.83%
$320.42 - $424.58 $16.7K - $22.1K
1.13K $478K
CPNG
Coupang, Inc.

Consumer Cyclical
335
+ 3.36%
$19.76 - $30.81 $6.62K - $10.3K
10.3K $308K
FISV
Fiserv Inc

Technology
667
+ 33.23%
N/A
2.67K $334K
EOG
Eog Resources Inc

Energy
1.67K
+ 11.93%
$104.61 - $129.97 $175K - $217K
15.7K $1.87M
ACN
Accenture PLC

Technology
515
+ 8.74%
$279.23 - $323.21 $144K - $166K
6.41K $1.91M
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
4.08K
+ 20.04%
$11.7 - $14.28 $47.8K - $58.3K
24.4K $347K
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
Track This Portfolio

Track Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email