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
F
Ford Motor CO

Consumer Cyclical
1.03K
+ 4.05%
$8.69 - $10.85 $8.91K - $11.1K
26.3K $285K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
140
+ 3.5%
$45.98 - $56.15 $6.44K - $7.86K
4.14K $232K
KEY
Keycorp

Financial Services
325
+ 1.74%
$13.23 - $17.42 $4.3K - $5.66K
19K $331K
TROW
Price T Rowe Group Inc

Financial Services
4
+ 0.06%
$80.27 - $98.06 $321 - $392
6.83K $658K
SYY
Sysco Corp

Consumer Defensive
339
+ 6.25%
$68.0 - $75.91 $23.1K - $25.7K
5.77K $436K
STLD
Steel Dynamics Inc

Basic Materials
272
+ 14.79%
N/A
2.11K $207K
CGUS
Capital Group Core Equity ETF
27
+ 0.4%
$29.93 - $36.93 $808 - $997
6.82K $251K
HIG
Hartford Financial Services Group, Inc.

Financial Services
147
+ 9.0%
$109.83 - $131.67 $16.1K - $19.4K
1.78K $225K
RVT
Royce Value Trust, Inc.

Financial Services
37
+ 0.16%
$12.5 - $15.21 $463 - $563
23.8K $358K
AMT
American Tower Corp

Real Estate
23
+ 0.68%
$203.96 - $228.19 $4.69K - $5.25K
3.41K $753K
BDX
Becton Dickinson & CO

Healthcare
664
+ 38.58%
$165.15 - $226.42 $110K - $150K
2.39K $410K
SO
Southern CO

Utilities
182
+ 0.5%
$84.91 - $92.56 $15.5K - $16.8K
36.5K $3.35M
ROST
Ross Stores, Inc.

Consumer Cyclical
97
+ 5.45%
$126.62 - $154.26 $12.3K - $15K
1.88K $239K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
84
+ 0.77%
$121.58 - $136.74 $10.2K - $11.5K
11K $1.49M
IWS
Ishares Russell Midcap Value E

ETFs
10
+ 0.55%
$110.58 - $132.14 $1.11K - $1.32K
1.83K $241K
DGRO
Ishares Core Dividend Growth E

ETFs
13
+ 0.35%
$55.22 - $63.94 $718 - $831
3.76K $240K
JEF
Jefferies Financial Group Inc.

Financial Services
39
+ 0.65%
$41.06 - $56.09 $1.6K - $2.19K
6.02K $328K
DD
Du Pont De Nemours, Inc.

Basic Materials
590
+ 10.84%
$55.13 - $75.25 $32.5K - $44.4K
6.03K $413K
ITW
Illinois Tool Works Inc

Industrials
44
+ 0.8%
$218.41 - $252.43 $9.61K - $11.1K
5.56K $1.38M
FNK
First Trust Mid Cap Value Alph

ETFs
8
+ 0.2%
$43.24 - $51.76 $346 - $414
4.11K $212K
VIG
Vanguard Dividend Appreciation

ETFs
33
+ 0.57%
N/A
5.82K $1.06M
RE
Everest Re Group LTD

Financial Services
13
+ 0.58%
N/A
2.26K $838K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
21
+ 0.42%
$43.28 - $50.37 $909 - $1.06K
5.04K $252K
ABC
Amerisourcebergen Corp

Healthcare
21
+ 2.58%
N/A
834 $154K
TIP
Ishares Tr Tips Bd ETF

ETFs
92
+ 1.34%
$107.93 - $110.97 $9.93K - $10.2K
6.95K $764K
VDC
Vanguard Consumer Staples ETF

ETFs
8
+ 0.42%
$204.89 - $224.73 $1.64K - $1.8K
1.91K $418K
FTGC
First Trust Global Tactical CO

ETFs
345
+ 3.75%
$23.09 - $25.91 $7.97K - $8.94K
9.54K $235K
J P Morgan Exchange Traded F
1.42K
+ 0.96%
N/A
149K $0
Innovator Etfs Trust
1.84K
+ 15.84%
N/A
13.4K $0
Ge Vernova Inc
1.14K
+ 16.32%
N/A
8.15K $0
JGRO
J P Morgan Exchange Traded Fd
32K
+ 9.86%
N/A
357K $0
Vanguard Wellington Fd
391
+ 3.02%
N/A
13.4K $0
ILCG
Ishares Morningstar Growth ETF
11.1K
+ 119.29%
N/A
20.5K $0
Blackrock Inc
33
+ 0.36%
N/A
9.21K $0
OEF
Ishares S&P 100 ETF

ETFs
2
+ 0.26%
N/A
758 $201K
Canadian Pacific Kansas City
1.28K
+ 28.19%
N/A
5.83K $0
Kraneshares Trust
177
+ 2.74%
N/A
6.63K $0
BFB
Brown Forman Corp Cl B
108
+ 0.49%
N/A
22.3K $0
Pgim ETF Tr
784
+ 4.88%
N/A
16.8K $0
Pimco ETF Tr
50.2K
+ 21.55%
N/A
283K $0
Labcorp Holdings Inc
22
+ 0.28%
N/A
8K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
13.4K
+ 149.66%
N/A
22.3K $0
Jacobs Solutions Inc
14
+ 0.43%
N/A
3.28K $0
Fidelity Wise Origin Bitcoin
4.62K
+ 43.32%
N/A
15.3K $0
Linde PLC
455
+ 6.63%
N/A
7.32K $0
First Tr Exchange Traded Fd
137
+ 1.1%
N/A
12.6K $0
NZF
Nuveen Municipal Credit Income Fund

Financial Services
500
+ 2.21%
$11.34 - $12.35 $5.67K - $6.18K
23.1K $275K
ALL
Allstate Corp

Financial Services
23
+ 1.35%
$180.53 - $212.64 $4.15K - $4.89K
1.72K $347K
MTN
Vail Resorts Inc

Consumer Cyclical
4
+ 0.19%
$131.42 - $164.64 $526 - $659
2.12K $332K
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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