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
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11
+ 0.21%
$59.61 - $63.09 $656 - $694
5.15K $323K
IEMG
Ishares Inc

ETFs
283
+ 3.73%
N/A
7.86K $421K
FNK
First Trust Mid Cap Value Alph

ETFs
7
+ 0.17%
$51.66 - $56.58 $362 - $396
4.11K $227K
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.05%
$132.83 - $140.61 $133 - $141
1.83K $255K
MUST
Columbia ETF Tr I Multi Sector

ETFs
372
+ 3.07%
$19.87 - $20.65 $7.39K - $7.68K
12.5K $256K
CSWI
Csw Industrials, Inc.

Industrials
2
+ 0.11%
$289.31 - $293.0 $579 - $586
1.81K $529K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
92
+ 1.1%
$52.39 - $53.11 $4.82K - $4.89K
8.42K $446K
CCI
Crown Castle International Corp

Real Estate
190
+ 8.49%
$92.96 - $113.91 $17.7K - $21.6K
2.43K $234K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10
+ 0.14%
$78.11 - $79.07 $781 - $791
7.37K $581K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
33
+ 3.06%
$259.44 - $278.65 $8.56K - $9.2K
1.11K $288K
Blackrock Inc
99
+ 1.08%
N/A
9.31K $0
CGMS
Capital Grp Core Plus Income E
2.53K
+ 8.96%
N/A
30.8K $0
Ferguson Enterprises Inc
44
+ 4.64%
N/A
992 $0
Cohen & Steers ETF Trust
39.5K
+ 24.71%
N/A
199K $0
Cohen & Steers ETF Trust
14.1K
+ 29.89%
N/A
61.3K $0
BFB
Brown Forman Corp Cl B
14
+ 0.06%
N/A
22.3K $0
Vanguard Wellington Fd
117
+ 0.88%
N/A
13.5K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
367
+ 1.64%
N/A
22.7K $0
Gsk PLC
1.04K
+ 18.23%
N/A
6.77K $0
Ge Vernova Inc
1.12K
+ 13.78%
N/A
9.28K $0
Pimco ETF Tr
131K
+ 46.26%
N/A
414K $0
Ge Healthcare Technologies I
450
+ 8.92%
N/A
5.49K $0
Lam Research Corp
621
+ 14.03%
N/A
5.05K $0
JGRO
J P Morgan Exchange Traded Fd
16.2K
+ 4.53%
N/A
373K $0
First Tr Exchange Traded Fd
61.4K
+ 129.5%
N/A
109K $0
First Tr Exchange Traded Fd
98
+ 0.78%
N/A
12.7K $0
Nushares ETF Tr
15.8K
+ 3.28%
N/A
498K $0
FTGS
First Tr Exchange Traded Fd Gr
716
+ 9.04%
N/A
8.64K $0
Linde PLC
56
+ 0.77%
N/A
7.37K $0
Super Micro Computer Inc
1.37K
+ 20.93%
N/A
7.89K $0
Labcorp Holdings Inc
206
+ 2.58%
N/A
8.2K $0
Kraneshares Trust
205
+ 3.09%
N/A
6.84K $0
John Hancock Exchange Traded
72.9K
+ 31.95%
N/A
301K $0
J P Morgan Exchange Traded F
5.07K
+ 3.41%
N/A
154K $0
Jacobs Solutions Inc
8
+ 0.24%
N/A
3.29K $0
Goldman Sachs ETF Tr
56
+ 0.48%
N/A
11.8K $0
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
86
+ 0.8%
$14.49 - $14.86 $1.25K - $1.28K
10.9K $157K
NTNX
Nutanix, Inc.

Technology
16
+ 0.5%
$66.06 - $81.12 $1.06K - $1.3K
3.21K $238K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 6.36%
$5364.25 - $5815.92 $37.5K - $40.7K
117 $631K
MAR
Marriott International Inc

Consumer Cyclical
16
+ 1.36%
$255.35 - $282.87 $4.09K - $4.53K
1.19K $309K
MTN
Vail Resorts Inc

Consumer Cyclical
21
+ 0.99%
$143.33 - $169.63 $3.01K - $3.56K
2.14K $320K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
998
+ 3.07%
$46.51 - $50.07 $46.4K - $50K
33.5K $1.57M
WOR
Worthington Industries Inc

Industrials
300
+ 6.67%
$52.79 - $67.39 $15.8K - $20.2K
4.8K $266K
STWD
Starwood Property Trust, Inc.

Real Estate
669
+ 1.14%
$19.37 - $20.97 $13K - $14K
59.5K $1.15M
ARCC
Ares Capital Corp

Financial Services
279
+ 1.21%
$20.41 - $23.25 $5.69K - $6.49K
23.3K $475K
BSX
Boston Scientific Corp

Healthcare
151
+ 3.13%
$97.03 - $108.14 $14.7K - $16.3K
4.97K $485K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.16%
$932.44 - $1059.49 $932 - $1.06K
618 $588K
MDLZ
Mondelez International, Inc.

Consumer Defensive
397
+ 2.47%
$60.9 - $70.75 $24.2K - $28.1K
16.5K $1.03M
SPGI
S&P Global Inc.

Financial Services
61
+ 2.2%
$484.94 - $564.15 $29.6K - $34.4K
2.83K $1.38M
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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