Daymark Wealth Partners, LLC Purchases in Q2 2025

Daymark Wealth Partners, LLC

  • $2.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGXU
Capital Group Intl Focus Equit

ETFs
1.97K
+ 0.56%
$21.44 - $27.35 $42.1K - $53.7K
350K $9.5M
IVV
Ishares Core S&P 500 ETF

ETFs
465
+ 4.47%
$498.8 - $620.9 $232K - $289K
10.9K $6.75M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
17.3K
+ 57.19%
$36.14 - $44.23 $627K - $767K
47.7K $2.11M
PM
Philip Morris International Inc.

Consumer Defensive
1.79K
+ 8.13%
$149.23 - $184.95 $267K - $331K
23.8K $4.33M
PLTR
Palantir Technologies Inc.

Technology
2.05K
+ 19.23%
$74.01 - $144.25 $152K - $296K
12.7K $1.74M
AMAT
Applied Materials Inc

Technology
109
+ 0.51%
$126.95 - $183.52 $13.8K - $20K
21.3K $3.91M
QCOM
Qualcomm Inc

Technology
695
+ 0.55%
$124.66 - $159.48 $86.6K - $111K
127K $20.2M
XT
Ishares Tr Exponential Technol

ETFs
2.05K
+ 2.33%
$49.86 - $65.25 $102K - $134K
90.3K $5.89M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.95K
+ 109.58%
$248.61 - $294.96 $733K - $870K
5.64K $1.59M
HD
Home Depot, Inc.

Consumer Cyclical
2.01K
+ 2.85%
$335.24 - $380.78 $673K - $765K
72.5K $26.6M
BX
Blackstone Inc.

Financial Services
3.84K
+ 22.44%
$120.07 - $151.11 $461K - $580K
21K $3.14M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
9.26K
New
$60.22 - $80.1 $558K - $742K
9.26K $742K
IWM
Ishares Russell 2000 ETF

ETFs
236
+ 0.56%
$174.82 - $215.79 $41.3K - $50.9K
42.2K $9.11M
NVS
Novartis Ag

Healthcare
3.71K
+ 12.53%
$101.96 - $121.01 $378K - $449K
33.3K $4.03M
IVW
Ishares S&P 500 Growth ETF

ETFs
704
+ 1.86%
$82.96 - $110.1 $58.4K - $77.5K
38.5K $4.24M
KKR
Kkr & Co. Inc.

Financial Services
3.43K
+ 23.53%
$92.79 - $134.29 $318K - $461K
18K $2.4M
PPG
Ppg Industries Inc

Basic Materials
5.19K
+ 19.17%
$91.66 - $115.04 $476K - $597K
32.3K $3.67M
SCHW
Schwab Charles Corp

Financial Services
313
+ 0.63%
$69.06 - $91.24 $21.6K - $28.6K
50K $4.56M
STE
Steris PLC

Healthcare
969
+ 3.19%
$208.55 - $252.55 $202K - $245K
31.3K $7.53M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.4K
+ 10.11%
$50.36 - $50.68 $624K - $628K
135K $6.83M
LDOS
Leidos Holdings, Inc.

Technology
2.14K
+ 20.76%
$132.9 - $160.3 $285K - $344K
12.5K $1.97M
ADI
Analog Devices Inc

Technology
230
+ 1.63%
$164.6 - $238.02 $37.9K - $54.7K
14.3K $3.41M
NTAP
Net App, Inc.

Technology
1.92K
+ 10.51%
$76.1 - $106.55 $146K - $204K
20.1K $2.15M
SBND
Columbia ETF Tr I Short Durati

ETFs
28.8K
New
$18.3 - $18.83 $527K - $542K
28.8K $542K
BAC
Bank Of America Corp

Financial Services
4.81K
+ 8.57%
$34.39 - $47.46 $165K - $228K
60.9K $2.88M
CG
Carlyle Group Inc.

Financial Services
8.9K
+ 88.83%
$34.78 - $51.4 $309K - $457K
18.9K $971K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
8.82K
+ 10.3%
$59.8 - $60.07 $528K - $530K
94.5K $5.66M
VUG
Vanguard Growth ETF

ETFs
46
+ 0.61%
$329.49 - $438.4 $15.2K - $20.2K
7.57K $3.32M
T
At&T Inc.

Communication Services
16.7K
+ 77.43%
$26.33 - $28.94 $440K - $484K
38.3K $1.11M
DE
Deere & CO

Industrials
421
+ 5.98%
$412.99 - $531.48 $174K - $224K
7.46K $3.79M
MTB
M&T Bank Corp

Financial Services
574
+ 2.32%
$156.58 - $193.99 $89.9K - $111K
25.3K $4.91M
FVD
First Tr Value Line Divid Inde

ETFs
10.9K
+ 153.85%
$40.62 - $45.12 $442K - $491K
18K $802K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
257
+ 2.57%
$468.22 - $566.51 $120K - $146K
10.3K $5.82M
CTAS
Cintas Corp

Industrials
753
+ 4.65%
$190.11 - $227.66 $143K - $171K
17K $3.78M
IEF
Ishares Barclays

ETFs
4.47K
+ 10.85%
$93.15 - $96.56 $416K - $432K
45.7K $4.37M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
4.32K
+ 110.12%
$107.83 - $119.94 $466K - $518K
8.25K $889K
UBER
Uber Technologies, Inc

Technology
2.81K
+ 33.69%
$64.62 - $93.3 $181K - $262K
11.1K $1.04M
PANW
Palo Alto Networks Inc

Technology
1.67K
+ 62.26%
$152.44 - $204.64 $254K - $341K
4.34K $888K
AXP
American Express CO

Financial Services
260
+ 4.05%
$231.39 - $318.98 $60.2K - $82.9K
6.68K $2.13M
HOOD
Robinhood Markets, Inc.

Technology
4.3K
New
$34.17 - $93.63 $147K - $403K
4.3K $402K
SPG
Simon Property Group Inc

Real Estate
2.46K
New
$140.37 - $171.44 $345K - $422K
2.46K $395K
CM
Canadian Imperial Bank Of Commerce

Financial Services
5.53K
New
$54.6 - $70.83 $302K - $392K
5.53K $391K
NET
Cloudflare, Inc.

Technology
51
+ 1.13%
$97.08 - $195.83 $4.95K - $9.99K
4.56K $892K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
382
+ 7.98%
$141.37 - $228.57 $54K - $87.3K
5.17K $1.17M
TJX
Tjx Companies Inc

Consumer Cyclical
2.76K
+ 15.06%
$119.13 - $135.03 $329K - $373K
21.1K $2.61M
COF
Capital One Financial Corp

Financial Services
1.07K
+ 25.55%
$150.57 - $212.76 $161K - $228K
5.26K $1.12M
ICE
Intercontinental Exchange, Inc.

Financial Services
686
+ 3.19%
$151.62 - $183.47 $104K - $126K
22.2K $4.07M
SYK
Stryker Corp

Healthcare
501
+ 7.36%
$337.37 - $395.63 $169K - $198K
7.31K $2.89M
SNOW
Snowflake Inc.

Technology
695
+ 27.1%
$130.53 - $223.77 $90.7K - $156K
3.26K $729K
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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