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
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
489
+ 39.92%
$212.1 - $244.27 $104K - $119K
1.71K $374K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
889
+ 13.74%
$77.74 - $78.78 $69.1K - $70K
7.36K $579K
JNK
Spdr Bloomberg High Yield Bond

ETFs
630
+ 19.1%
$91.23 - $97.27 $57.5K - $61.3K
3.93K $382K
SSO
Proshares Ultra S&P 500

ETFs
1
+ 0.02%
$64.8 - $97.72 $64.8 - $97.7
4.52K $441K
VBK
Vanguard Small Cap Growth ETF

ETFs
72
+ 3.85%
$219.76 - $276.94 $15.8K - $19.9K
1.94K $537K
IWN
Ishares Russell2000 Val ETF

ETFs
279
+ 8.09%
$131.84 - $157.76 $36.8K - $44K
3.73K $587K
XLF
Financial Sector Spdr

ETFs
811
+ 8.79%
$43.92 - $52.37 $35.6K - $42.5K
10K $525K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
131
+ 14.15%
$224.16 - $285.86 $29.4K - $37.4K
1.06K $302K
AMP
Ameriprise Financial Inc

Financial Services
35
+ 3.8%
$422.19 - $533.73 $14.8K - $18.7K
956 $510K
JMEE
J P Morgan Exchange Traded Fd

ETFs
272
+ 1.88%
$49.07 - $59.23 $13.3K - $16.1K
14.7K $871K
EW
Edwards Lifesciences Corp

Healthcare
157
+ 1.92%
$67.07 - $78.22 $10.5K - $12.3K
8.33K $651K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
16
+ 0.24%
$108.87 - $133.04 $1.74K - $2.13K
6.75K $897K
HDV
Ishares Core High Dividend ETF

ETFs
647
+ 14.41%
$108.41 - $120.51 $70.1K - $78K
5.14K $601K
IRM
Iron Mountain Inc

Real Estate
135
+ 5.13%
$76.93 - $105.25 $10.4K - $14.2K
2.77K $283K
TXN
Texas Instruments Inc

Technology
284
+ 3.87%
N/A
7.63K $1.48M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
23
+ 1.13%
$376.48 - $440.65 $8.66K - $10.1K
2.05K $903K
MDT
Medtronic PLC

Healthcare
2.01K
+ 4.34%
$80.68 - $88.86 $162K - $179K
48.3K $4.21M
VBR
Vanguard Small Cap Value ETF

ETFs
170
+ 9.4%
$162.76 - $195.77 $27.7K - $33.3K
1.98K $385K
KMI
Kinder Morgan, Inc.

Energy
1.3K
+ 10.98%
$25.21 - $29.4 $32.7K - $38.1K
13.1K $385K
UL
Unilever PLC

Consumer Defensive
614
+ 8.88%
$57.9 - $65.43 $35.6K - $40.2K
7.53K $460K
BK
Bank Of New York Mellon Corp

Financial Services
215
+ 5.39%
$73.31 - $91.62 $15.8K - $19.7K
4.21K $383K
WM
Waste Management Inc

Industrials
274
+ 4.81%
$216.47 - $242.1 $59.3K - $66.3K
5.98K $1.37M
PLD
Prologis, Inc.

Real Estate
566
+ 29.15%
$89.76 - $112.34 $50.8K - $63.6K
2.51K $263K
IWD
Ishares Russell 1000 Val ETF

ETFs
202
+ 17.72%
$166.82 - $194.23 $33.7K - $39.2K
1.34K $260K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.47K
+ 18.24%
$24.32 - $27.87 $59.9K - $68.7K
16K $423K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.2K
+ 3.24%
$48.46 - $50.2 $58K - $60.1K
38.1K $1.89M
FSIG
First Tr ETF Iv LTD Duration I
1.87K
+ 3.7%
$18.77 - $19.14 $35.1K - $35.8K
52.4K $1M
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.6K
+ 12.36%
$7.69 - $11.46 $20K - $29.8K
23.7K $271K
IDV
Ishares Tr

ETFs
54
+ 0.45%
$27.79 - $34.84 $1.5K - $1.88K
11.9K $411K
STWD
Starwood Property Trust, Inc.

Real Estate
1.28K
+ 2.22%
$17.28 - $20.41 $22.1K - $26.1K
58.9K $1.18M
MAR
Marriott International Inc

Consumer Cyclical
9
+ 0.77%
$211.12 - $274.14 $1.9K - $2.47K
1.17K $320K
WRB
Berkley W R Corp

Financial Services
448
+ 11.79%
$64.28 - $75.17 $28.8K - $33.7K
4.25K $312K
GLW
Corning Inc

Technology
6
+ 0.1%
$39.07 - $52.59 $234 - $316
6.1K $320K
ZTS
Zoetis Inc.

Healthcare
752
+ 8.55%
$144.41 - $170.3 $109K - $128K
9.54K $1.49M
GWW
W.W. Grainger, Inc.

Industrials
8
+ 1.31%
$919.93 - $1101.66 $7.36K - $8.81K
617 $641K
XLI
Industrial Sector Spdr

ETFs
14
+ 0.61%
$116.42 - $147.52 $1.63K - $2.07K
2.3K $339K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
204
+ 6.08%
$90.56 - $109.49 $18.5K - $22.3K
3.56K $389K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
36
+ 0.41%
$103.88 - $123.68 $3.74K - $4.45K
8.76K $1.08M
VLO
Valero Energy Corp

Energy
148
+ 2.01%
$104.69 - $141.77 $15.5K - $21K
7.52K $1.01M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3
+ 0.06%
$55.54 - $69.09 $167 - $207
5.08K $350K
SCHG
Schwab Strategic Tr Us Large C

ETFs
63
+ 0.78%
$22.27 - $29.21 $1.4K - $1.84K
8.12K $237K
SRE
Sempra Energy

Utilities
292
+ 10.05%
$63.78 - $78.91 $18.6K - $23K
3.2K $242K
TDG
Trans Digm Group Inc

Industrials
5
+ 2.5%
$1231.75 - $1520.64 $6.16K - $7.6K
205 $311K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.29K
+ 11.96%
$10.78 - $11.28 $35.5K - $37.1K
30.8K $342K
FBT
First Trust Nyse Arca Biotechn

ETFs
500
+ 9.52%
$145.67 - $165.99 $72.8K - $83K
5.75K $927K
MUST
Columbia ETF Tr I Multi Sector

ETFs
1.66K
+ 15.85%
$19.47 - $20.4 $32.3K - $33.8K
12.1K $243K
CINF
Cincinnati Financial Corp

Financial Services
63
+ 0.32%
$126.6 - $151.6 $7.98K - $9.55K
19.6K $2.93M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 0.07%
$97.68 - $121.38 $195 - $243
2.9K $351K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.17K
+ 12.81%
$38.81 - $44.28 $45.2K - $51.6K
10.3K $435K
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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