Daymark Wealth Partners, LLC Reduced Holdings in Q2 2025

Daymark Wealth Partners, LLC

  • $2.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-6.83K
- 1.4%
$157.66 - $172.39 $1.08M - $1.18M
479K $76.4M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-180K
- 47.65%
$29.52 - $35.31 $5.31M - $6.35M
198K $6.98M
FV
First Trust Dorsey Wright Focu

ETFs
-77.5K
- 58.81%
$48.43 - $59.26 $3.75M - $4.59M
54.3K $3.22M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-31.9K
- 28.01%
$97.29 - $105.63 $3.1M - $3.37M
81.9K $8.32M
JPIE
J P Morgan Exchange Traded Fd
-72.5K
- 23.91%
$45.12 - $46.32 $3.27M - $3.36M
231K $10.7M
PGR
Progressive Corp

Financial Services
-746
- 0.43%
$255.27 - $288.74 $190K - $215K
172K $46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13.5K
- 14.01%
$456.74 - $568.03 $6.15M - $7.65M
82.7K $47M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-50.8K
- 12.21%
$45.9 - $47.2 $2.33M - $2.4M
366K $17.2M
SJM
J M Smucker CO

Consumer Defensive
-335
- 0.49%
$94.41 - $118.52 $31.6K - $39.7K
68.5K $6.73M
PEP
Pepsico Inc

Consumer Defensive
-1.44K
- 2.14%
$128.02 - $151.37 $184K - $217K
65.7K $8.67M
MRK
Merck & Co., Inc.

Healthcare
-4K
- 4.5%
$73.47 - $87.12 $294K - $349K
85K $6.73M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.01K
- 3.16%
$285.55 - $321.23 $288K - $324K
30.9K $9.02M
TTE
Total Energies Se

Energy
-12.5K
- 43.98%
N/A
16K $1.1M
EMLP
First Tr Exchange Traded Iv

ETFs
-21.3K
- 15.95%
$33.62 - $37.89 $715K - $805K
112K $4.2M
DHR
Danaher Corp

Healthcare
-3.07K
- 19.18%
$174.64 - $205.16 $535K - $629K
12.9K $2.55M
PFE
Pfizer Inc

Healthcare
-15.5K
- 6.37%
$21.59 - $24.84 $335K - $385K
228K $5.53M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-10.3K
- 7.26%
$51.14 - $57.0 $526K - $586K
131K $7.46M
HYG
Ishares Tr

ETFs
-7.19K
- 55.12%
$75.75 - $80.65 $544K - $580K
5.85K $472K
AVUV
American Centy ETF Tr Avantis

ETFs
-9.94K
- 10.71%
$75.17 - $91.21 $747K - $906K
82.9K $7.55M
HBAN
Huntington Bancshares Inc

Financial Services
-37.6K
- 53.18%
$12.49 - $16.76 $470K - $631K
33.1K $555K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-18.1K
- 4.95%
$56.84 - $65.5 $1.03M - $1.19M
349K $22.8M
URI
United Rentals, Inc.

Industrials
-864
- 57.95%
$551.94 - $753.4 $477K - $651K
627 $472K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.14K
- 16.0%
$114.78 - $133.31 $475K - $552K
21.7K $2.9M
UPS
United Parcel Service Inc

Industrials
-2.57K
- 13.89%
$91.92 - $110.2 $237K - $284K
16K $1.61M
EFG
Msci Eafe Growth ETF

ETFs
-4.38K
- 49.14%
$89.8 - $112.0 $394K - $491K
4.54K $508K
VZ
Verizon Communications Inc

Communication Services
-796
- 0.5%
$41.67 - $45.62 $33.2K - $36.3K
160K $6.91M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.62K
- 22.34%
$51.16 - $62.02 $390K - $473K
26.5K $1.64M
INTC
Intel Corp

Technology
-12.6K
- 8.39%
$18.13 - $22.69 $229K - $286K
138K $3.09M
FDVV
Fidelity High Dividend ETF

ETFs
-7K
- 44.08%
$43.6 - $52.02 $305K - $364K
8.88K $461K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-6.31K
- 14.68%
$45.95 - $47.33 $290K - $299K
36.7K $1.73M
GRMN
Garmin LTD

Technology
-1.08K
- 13.76%
$173.63 - $218.07 $187K - $235K
6.76K $1.41M
VCR
Vanguard Consumer Discretionar

ETFs
-1.58K
- 19.42%
$290.42 - $364.35 $459K - $575K
6.55K $2.37M
CVS
Cvs Health Corp

Healthcare
-4.44K
- 13.48%
$60.04 - $70.18 $267K - $312K
28.5K $1.97M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.05K
- 16.37%
$152.93 - $181.74 $313K - $372K
10.5K $1.9M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-4.45K
- 46.4%
$50.39 - $60.05 $224K - $267K
5.14K $308K
VV
Vanguard Large Cap ETF

ETFs
-1.53K
- 20.91%
$228.25 - $285.3 $349K - $436K
5.78K $1.65M
ELV
Elevance Health, Inc.

Healthcare
-389
- 24.43%
$372.27 - $452.69 $145K - $176K
1.2K $467K
DVN
Devon Energy Corp

Energy
-4.04K
- 25.0%
$26.8 - $37.92 $108K - $153K
12.1K $385K
VOX
Vanguard Communication Service

ETFs
-1.78K
- 37.37%
$133.12 - $171.03 $237K - $305K
2.99K $510K
KO
Coca Cola CO

Consumer Defensive
-1.17K
- 0.94%
$68.37 - $73.9 $79.9K - $86.4K
124K $8.75M
DOW
Dow Inc.

Basic Materials
-3.21K
- 26.69%
$25.81 - $34.89 $82.7K - $112K
8.81K $233K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-200
- 2.84%
$90.21 - $112.66 $18K - $22.5K
6.83K $623K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.5K
- 13.97%
$116.93 - $119.39 $176K - $179K
9.25K $1.1M
AFL
Aflac Inc

Financial Services
-411
- 1.94%
$99.77 - $112.45 $41K - $46.2K
20.8K $2.19M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-225
- 28.99%
$390.26 - $489.06 $87.8K - $110K
551 $223K
USB
Us Bancorp \De\

Financial Services
-38.4K
- 7.35%
$36.4 - $45.76 $1.4M - $1.76M
485K $21.9M
SLB
Schlumberger Limited

Energy
-1.99K
- 19.24%
$31.95 - $42.2 $63.5K - $83.9K
8.35K $282K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-4.65K
- 12.07%
$25.48 - $27.78 $118K - $129K
33.9K $900K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.9K
- 25.83%
$51.68 - $52.76 $150K - $153K
8.33K $439K
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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