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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3
+ 0.06%
$55.54 - $69.09 $167 - $207
5.08K $350K
TDG
Trans Digm Group Inc

Industrials
5
+ 2.5%
$1231.75 - $1520.64 $6.16K - $7.6K
205 $311K
SRE
Sempra Energy

Utilities
292
+ 10.05%
$63.78 - $78.91 $18.6K - $23K
3.2K $242K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.29K
+ 11.96%
$10.78 - $11.28 $35.5K - $37.1K
30.8K $342K
FBT
First Trust Nyse Arca Biotechn

ETFs
500
+ 9.52%
$145.67 - $165.99 $72.8K - $83K
5.75K $927K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 0.07%
$97.68 - $121.38 $195 - $243
2.9K $351K
CINF
Cincinnati Financial Corp

Financial Services
63
+ 0.32%
$126.6 - $151.6 $7.98K - $9.55K
19.6K $2.93M
MUST
Columbia ETF Tr I Multi Sector

ETFs
1.66K
+ 15.85%
$19.47 - $20.4 $32.3K - $33.8K
12.1K $243K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.17K
+ 12.81%
$38.81 - $44.28 $45.2K - $51.6K
10.3K $435K
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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
140
+ 3.5%
$45.98 - $56.15 $6.44K - $7.86K
4.14K $232K
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
ES
Eversource Energy

Utilities
87
+ 1.24%
$54.25 - $65.89 $4.72K - $5.73K
7.1K $451K
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
VIG
Vanguard Dividend Appreciation

ETFs
33
+ 0.57%
N/A
5.82K $1.06M
FNK
First Trust Mid Cap Value Alph

ETFs
8
+ 0.2%
$43.24 - $51.76 $346 - $414
4.11K $212K
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
RE
Everest Re Group LTD

Financial Services
13
+ 0.58%
N/A
2.26K $838K
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
ACWF
Ishares Msci Global Multifacto

ETFs
89.2K
New
N/A
89.2K $0
FTGS
First Tr Exchange Traded Fd Gr
7.92K
New
N/A
7.92K $0
First Tr Exchange Traded Fd
137
+ 1.1%
N/A
12.6K $0
PIN
Invesco India ETF Trust India
7.8K
New
N/A
7.8K $0
Blackrock Inc
33
+ 0.36%
N/A
9.21K $0
Jacobs Solutions Inc
14
+ 0.43%
N/A
3.28K $0
ILCG
Ishares Morningstar Growth ETF
11.1K
+ 119.29%
N/A
20.5K $0
Better Home & Finance Holdin
23.6K
New
N/A
23.6K $0
Ge Vernova Inc
1.14K
+ 16.32%
N/A
8.15K $0
OEF
Ishares S&P 100 ETF

ETFs
2
+ 0.26%
N/A
758 $201K
Innovator Etfs Trust
1.84K
+ 15.84%
N/A
13.4K $0
Goldman Sachs ETF Tr
11.8K
New
N/A
11.8K $0
JGRO
J P Morgan Exchange Traded Fd
32K
+ 9.86%
N/A
357K $0
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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