Daymark Wealth Partners, LLC Portfolio Holdings

Daymark Wealth Partners, LLC

  • $2.92 Billion
  • Q4 2024

Daymark Wealth Partners, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.92 Billion distributed in 493 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $224M, Microsoft Corp with a value of $166M, Nvidia Corp with a value of $144M, Procter & Gamble CO with a value of $100M, and Jpmorgan Chase & CO with a value of $84.5M.

Daymark Wealth Partners, LLC is based out at Cincinnati, OH

Below you can find more details about Daymark Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.92 Billion
Technology: $800 Million
ETFs: $461 Million
Financial Services: $438 Million
Healthcare: $267 Million
Industrials: $253 Million
Consumer Cyclical: $221 Million
Consumer Defensive: $215 Million
Communication Services: $112 Million
Other: $144 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.9B
$8.9 Million 0.3% of portfolio
1,303,279
Q4 2024 Reduced 4.08%
$1.98B
$510,000 0.02% of portfolio
21,270
Q3 2023 Added 20.99%
$1.59B
$256,000 0.01% of portfolio
4,259
Q4 2024 Added 6.48%
$616M
$404,000 0.01% of portfolio
43,000
Q4 2024 Added 2.38%
$1.67B
$312,000 0.01% of portfolio
23,666
Q2 2024 Reduced 7.79%

Summary

  • Portfolio
  • No. of Stocks 493
  • Current Value $2.92 Billion
  • Prior Value $2.92 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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