Daymark Wealth Partners, LLC Incresed Positions in Q3 2025

Daymark Wealth Partners, LLC

  • $2.79 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
676
+ 18.98%
$108.46 - $120.63 $73.3K - $81.5K
4.24K $503K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.39K
+ 7.9%
$70.85 - $76.96 $98.3K - $107K
19K $1.44M
MTB
M&T Bank Corp

Financial Services
108
+ 0.43%
$183.74 - $204.05 $19.8K - $22K
25.4K $5.03M
IEFA
Ishares Tr

ETFs
622
+ 4.13%
$81.7 - $87.53 $50.8K - $54.4K
15.7K $1.37M
HWM
Howmet Aerospace Inc.

Industrials
346
+ 7.81%
$171.0 - $196.23 $59.2K - $67.9K
4.78K $936K
EQT
Eqt Corp

Energy
4.04K
+ 14.06%
$49.19 - $59.19 $199K - $239K
32.8K $1.78M
VBK
Vanguard Small Cap Growth ETF

ETFs
217
+ 11.17%
$276.51 - $305.12 $60K - $66.2K
2.16K $642K
WRB
Berkley W R Corp

Financial Services
1.19K
+ 28.07%
$67.78 - $76.62 $80.8K - $91.3K
5.44K $416K
IWN
Ishares Russell2000 Val ETF

ETFs
185
+ 4.96%
$157.1 - $178.94 $29.1K - $33.1K
3.91K $691K
ADP
Automatic Data Processing Inc

Industrials
819
+ 8.88%
$288.69 - $310.94 $236K - $255K
10K $2.95M
CSCO
Cisco Systems, Inc.

Technology
5.9K
+ 1.88%
$66.2 - $71.79 $390K - $423K
319K $21.8M
AWK
American Water Works Company, Inc.

Utilities
693
+ 18.58%
$135.05 - $147.0 $93.6K - $102K
4.42K $615K
CGGO
Capital Group Global Growth Eq

ETFs
2.17K
+ 21.88%
$31.71 - $34.17 $68.7K - $74K
12.1K $412K
FDX
Fedex Corp

Industrials
8
+ 0.07%
$217.1 - $243.2 $1.74K - $1.95K
11K $2.59M
SPG
Simon Property Group Inc

Real Estate
147
+ 5.98%
$159.93 - $187.67 $23.5K - $27.6K
2.61K $489K
KMB
Kimberly Clark Corp

Consumer Defensive
1.2K
+ 9.58%
$121.72 - $136.77 $146K - $165K
13.8K $1.71M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
6K
+ 25.95%
$11.55 - $12.56 $69.3K - $75.4K
29.1K $365K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
41
+ 4.85%
$473.44 - $553.71 $19.4K - $22.7K
887 $484K
FDL
First Tr Morningstar Dividend

ETFs
1.26K
+ 5.74%
$41.96 - $44.59 $52.7K - $56K
23.1K $1M
AQST
Aquestive Therapeutics, Inc.

Healthcare
7.78K
+ 44.45%
$3.4 - $5.99 $26.4K - $46.6K
25.3K $141K
SYY
Sysco Corp

Consumer Defensive
542
+ 9.4%
$76.33 - $82.51 $41.4K - $44.7K
6.31K $519K
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.36K
+ 3.69%
$46.38 - $47.74 $62.9K - $64.7K
38.1K $1.81M
EPD
Enterprise Products Partners L.P.

Energy
1.65K
+ 1.62%
$30.74 - $32.14 $50.8K - $53.2K
104K $3.25M
TMUS
T Mobile Us, Inc.

Communication Services
325
+ 38.69%
$226.02 - $259.01 $73.5K - $84.2K
1.17K $278K
KKR
Kkr & Co. Inc.

Financial Services
1.02K
+ 5.64%
$129.95 - $152.16 $132K - $155K
19K $2.47M
IDXX
Idexx Laboratories Inc

Healthcare
21
+ 3.52%
$514.61 - $682.78 $10.8K - $14.3K
617 $394K
DD
Du Pont De Nemours, Inc.

Basic Materials
224
+ 3.71%
$69.9 - $78.26 $15.7K - $17.5K
6.26K $487K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
513
+ 6.27%
$30.06 - $36.69 $15.4K - $18.8K
8.7K $319K
SHEL
Shell PLC

Energy
886
+ 10.23%
$69.82 - $73.93 $61.9K - $65.5K
9.55K $682K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
362
+ 12.5%
$121.46 - $130.92 $44K - $47.4K
3.26K $424K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
247
+ 54.65%
$366.54 - $479.53 $90.5K - $118K
699 $273K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
5
+ 0.28%
$393.18 - $439.39 $1.97K - $2.2K
1.81K $786K
LNG
Cheniere Energy, Inc.

Energy
398
+ 13.95%
$222.68 - $244.28 $88.6K - $97.2K
3.25K $764K
XYL
Xylem Inc.

Industrials
120
+ 4.35%
$129.67 - $147.5 $15.6K - $17.7K
2.88K $424K
FTGC
First Trust Global Tactical CO

ETFs
2.16K
+ 22.65%
$24.67 - $26.32 $53.3K - $56.9K
11.7K $303K
JEF
Jefferies Financial Group Inc.

Financial Services
31
+ 0.52%
$54.67 - $70.36 $1.69K - $2.18K
6.05K $395K
SSO
Proshares Ultra S&P 500

ETFs
2
+ 0.04%
$97.48 - $112.71 $195 - $225
4.52K $507K
BP
Bp PLC

Energy
140
+ 1.06%
$30.25 - $35.69 $4.24K - $5K
13.3K $458K
VIS
Vanguard Industrial ETF

ETFs
109
+ 5.69%
$281.0 - $296.29 $30.6K - $32.3K
2.03K $599K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
57
+ 0.65%
$122.57 - $132.57 $6.99K - $7.56K
8.82K $1.14M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
603
+ 14.96%
$92.18 - $95.14 $55.6K - $57.4K
4.63K $440K
DVY
Ishares Tr

ETFs
98
+ 1.94%
$133.88 - $142.57 $13.1K - $14K
5.15K $731K
ITA
Ishares Tr

ETFs
167
+ 13.07%
$184.73 - $209.26 $30.8K - $34.9K
1.45K $302K
TIP
Ishares Tr Tips Bd ETF

ETFs
465
+ 6.69%
$109.11 - $111.88 $50.7K - $52K
7.41K $824K
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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