Daymark Wealth Partners, LLC Incresed Positions in Q3 2024

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
90
+ 14.54%
$531.86 - $624.21 $47.9K - $56.2K
709 $438K
IWD
Ishares Russell 1000 Val ETF

ETFs
382
+ 29.14%
$173.36 - $189.8 $66.2K - $72.5K
1.69K $321K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
203
+ 1.34%
$47.78 - $62.75 $9.7K - $12.7K
15.4K $899K
ES
Eversource Energy

Utilities
28
+ 0.37%
$56.52 - $68.38 $1.58K - $1.91K
7.6K $516K
UBER
Uber Technologies, Inc

Technology
940
+ 14.81%
$58.48 - $77.47 $55K - $72.8K
7.29K $547K
ARCC
Ares Capital Corp

Financial Services
4K
+ 21.05%
$19.8 - $21.28 $79.2K - $85.1K
23K $481K
IWF
Ishares Russell 1000 Gr ETF

ETFs
173
+ 19.07%
$332.02 - $382.76 $57.4K - $66.2K
1.08K $405K
RE
Everest Re Group LTD

Financial Services
200
+ 9.76%
N/A
2.25K $834K
OC
Owens Corning

Industrials
364
+ 17.93%
$154.02 - $186.38 $56.1K - $67.8K
2.39K $422K
VBK
Vanguard Small Cap Growth ETF

ETFs
163
+ 11.3%
$240.48 - $267.94 $39.2K - $43.7K
1.61K $429K
ENB
Enbridge Inc

Energy
47
+ 0.35%
$35.27 - $41.18 $1.66K - $1.94K
13.5K $549K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
978
+ 41.02%
$76.83 - $91.38 $75.1K - $89.4K
3.36K $277K
KMI
Kinder Morgan, Inc.

Energy
2.03K
+ 19.92%
$19.72 - $22.22 $40K - $45.1K
12.2K $269K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
2
+ 0.01%
$39.66 - $43.57 $79.3 - $87.1
24.7K $1.08M
OTIS
Otis Worldwide Corp

Industrials
80
+ 1.08%
$91.43 - $104.43 $7.31K - $8.35K
7.52K $781K
XLF
Financial Sector Spdr

ETFs
646
+ 7.49%
$40.84 - $45.74 $26.4K - $29.5K
9.27K $420K
JPIN
Jp Morgan Diversified Return I

ETFs
212
+ 1.9%
$54.1 - $60.82 $11.5K - $12.9K
11.3K $681K
AWK
American Water Works Company, Inc.

Utilities
17
+ 0.47%
$127.76 - $149.9 $2.17K - $2.55K
3.64K $532K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
60
+ 20.34%
$1024.09 - $1201.76 $61.4K - $72.1K
355 $373K
HYG
Ishares Tr

ETFs
436
+ 5.12%
$76.72 - $80.36 $33.4K - $35K
8.96K $719K
ED
Consolidated Edison Inc

Utilities
91
+ 2.53%
$88.42 - $104.97 $8.05K - $9.55K
3.69K $383K
IEV
Ishares Tr Europe ETF

ETFs
73
+ 0.49%
$53.25 - $58.78 $3.89K - $4.29K
15K $872K
OKE
Oneok Inc

Energy
19
+ 0.34%
$78.62 - $95.27 $1.49K - $1.81K
5.53K $504K
AOS
Smith A O Corp

Industrials
19
+ 0.3%
$76.95 - $91.98 $1.46K - $1.75K
6.28K $563K
CSX
Csx Corp

Industrials
462
+ 1.41%
$32.48 - $35.45 $15K - $16.4K
33.1K $1.14M
EXPD
Expeditors International Of Washington Inc

Industrials
12
+ 0.16%
$116.1 - $131.42 $1.39K - $1.58K
7.5K $985K
TIP
Ishares Tr Tips Bd ETF

ETFs
238
+ 3.62%
$105.92 - $110.83 $25.2K - $26.4K
6.82K $753K
AEP
American Electric Power CO Inc

Utilities
89
+ 3.15%
$87.11 - $104.95 $7.75K - $9.34K
2.91K $298K
IWN
Ishares Russell2000 Val ETF

ETFs
7
+ 0.2%
$150.05 - $171.34 $1.05K - $1.2K
3.45K $574K
PANW
Palo Alto Networks Inc

Technology
135
+ 9.43%
$294.18 - $368.01 $39.7K - $49.7K
1.57K $535K
TECK
Teck Resources LTD

Basic Materials
242
+ 2.84%
$43.48 - $53.4 $10.5K - $12.9K
8.77K $458K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
2.07K
+ 7.06%
$12.25 - $13.1 $25.4K - $27.1K
31.4K $411K
SYY
Sysco Corp

Consumer Defensive
126
+ 2.2%
$69.16 - $78.98 $8.71K - $9.95K
5.85K $456K
HUM
Humana Inc

Healthcare
399
+ 27.22%
$310.25 - $404.52 $124K - $161K
1.87K $590K
BDX
Becton Dickinson & CO

Healthcare
128
+ 8.26%
$221.47 - $242.41 $28.3K - $31K
1.68K $404K
SAP
Sap Se

Technology
8
+ 0.58%
$197.21 - $231.0 $1.58K - $1.85K
1.38K $315K
NRG
Nrg Energy, Inc.

Utilities
4
+ 0.14%
$68.89 - $91.22 $276 - $365
2.88K $261K
BBSC
Jp Morgan Exc Trd Tr Betabuild
3
+ 0.05%
$60.57 - $68.02 $182 - $204
5.86K $395K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13
+ 0.37%
$105.53 - $118.34 $1.37K - $1.54K
3.49K $407K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.79K
+ 6.53%
$6.71 - $8.78 $12K - $15.7K
29.2K $240K
FCX
Freeport Mcmoran Inc

Basic Materials
510
+ 5.82%
$39.52 - $51.92 $20.2K - $26.5K
9.27K $462K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
23
+ 1.04%
$305.34 - $350.41 $7.02K - $8.06K
2.23K $770K
WPC
W. P. Carey Inc.

Real Estate
3
+ 0.07%
$54.63 - $63.96 $164 - $192
4.19K $261K
CGCP
Capital Group Core Plus Income

ETFs
704
+ 4.4%
$22.12 - $23.31 $15.6K - $16.4K
16.7K $386K
WM
Waste Management Inc

Industrials
301
+ 5.42%
$196.96 - $223.45 $59.3K - $67.3K
5.86K $1.22M
XLV
Select Sector Spdr Fund Health

ETFs
98
+ 6.0%
$143.3 - $157.24 $14K - $15.4K
1.73K $266K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
211
+ 3.86%
$81.31 - $83.29 $17.2K - $17.6K
5.67K $471K
PFG
Principal Financial Group Inc

Financial Services
26
+ 0.84%
$72.94 - $87.46 $1.9K - $2.27K
3.11K $267K
HSY
Hershey CO

Consumer Defensive
6
+ 0.22%
$182.45 - $203.25 $1.09K - $1.22K
2.75K $527K
Activity Summary
Buys All Purchases 288 New Holdings 34 Increased Positions 254 Sells All Sells 178 Reductions 178 Sold out 0 Options Calls 0 Puts 0
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