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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.13K
+ 15.57%
$62.09 - $66.51 $256K - $274K
30.6K $2M
IEF
Ishares Barclays

ETFs
3.36K
+ 7.35%
$93.91 - $97.26 $315K - $326K
49K $4.73M
XLF
Financial Sector Spdr

ETFs
6.24K
+ 62.17%
$51.37 - $54.25 $321K - $339K
16.3K $876K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.4K
+ 77.4%
$26.38 - $27.95 $326K - $346K
28.3K $773K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.85K
+ 24.61%
$135.0 - $146.02 $249K - $270K
9.35K $1.36M
VLO
Valero Energy Corp

Energy
448
+ 5.96%
$131.77 - $175.63 $59K - $78.7K
7.97K $1.36M
C
Citigroup Inc

Financial Services
1.47K
+ 12.44%
$85.57 - $103.49 $126K - $152K
13.3K $1.35M
AEP
American Electric Power CO Inc

Utilities
2.66K
+ 74.82%
$103.26 - $115.0 $275K - $306K
6.21K $698K
ENB
Enbridge Inc

Energy
4.82K
+ 30.08%
$43.79 - $50.46 $211K - $243K
20.8K $1.05M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
33
+ 0.32%
$567.09 - $607.37 $18.7K - $20K
10.3K $6.14M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.94K
+ 100.66%
$50.53 - $50.82 $300K - $302K
11.8K $600K
CEG
Constellation Energy Corp

Utilities
883
+ 57.23%
$298.82 - $354.89 $264K - $313K
2.43K $798K
PLD
Prologis, Inc.

Real Estate
2.4K
+ 95.69%
$104.08 - $115.35 $250K - $277K
4.91K $562K
UNP
Union Pacific Corp

Industrials
646
+ 2.93%
$214.91 - $237.16 $139K - $153K
22.7K $5.37M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.13K
+ 20.05%
$48.5 - $50.19 $249K - $258K
30.7K $1.54M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.08K
+ 2.28%
$49.43 - $54.52 $53.5K - $59K
48.6K $2.63M
MPC
Marathon Petroleum Corp

Energy
266
+ 3.19%
$158.59 - $198.69 $42.2K - $52.9K
8.6K $1.66M
SYK
Stryker Corp

Healthcare
1.25K
+ 17.11%
$368.57 - $403.53 $461K - $504K
8.56K $3.16M
VTI
Vanguard Total Stock Market Et

ETFs
110
+ 1.2%
$303.93 - $329.86 $33.4K - $36.3K
9.26K $3.04M
GRMN
Garmin LTD

Technology
1
+ 0.01%
$211.13 - $246.22 $211 - $246
6.77K $1.67M
APH
Amphenol Corp

Technology
1.37K
+ 47.22%
$97.39 - $125.4 $133K - $172K
4.27K $528K
SHW
Sherwin Williams CO

Basic Materials
481
+ 1.91%
$330.88 - $375.23 $159K - $180K
25.6K $8.88M
GILD
Gilead Sciences, Inc.

Healthcare
2.11K
+ 7.27%
$108.22 - $120.47 $229K - $255K
31.2K $3.46M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
5.89K
+ 53.02%
$33.86 - $35.74 $199K - $210K
17K $607K
MS
Morgan Stanley

Financial Services
792
+ 14.01%
$139.09 - $161.16 $110K - $128K
6.45K $1.02M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
368
+ 17.94%
$435.72 - $463.74 $160K - $171K
2.42K $1.12M
CTRA
Coterra Energy Inc.

Energy
13.4K
+ 21.75%
$23.09 - $25.45 $310K - $342K
75.1K $1.78M
CVS
Cvs Health Corp

Healthcare
306
+ 1.07%
$58.75 - $76.5 $18K - $23.4K
28.8K $2.17M
EMLP
First Tr Exchange Traded Iv

ETFs
2.8K
+ 2.5%
$36.99 - $38.38 $103K - $107K
115K $4.4M
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
12.2K
+ 49.8%
$14.0 - $14.68 $170K - $179K
36.6K $537K
HSY
Hershey CO

Consumer Defensive
637
+ 22.1%
$161.95 - $193.45 $103K - $123K
3.52K $658K
SNOW
Snowflake Inc.

Technology
741
+ 22.73%
$191.73 - $241.0 $142K - $179K
4K $902K
WMB
Williams Companies, Inc.

Energy
2.66K
+ 32.44%
$56.52 - $64.01 $150K - $170K
10.9K $687K
NKE
Nike, Inc.

Consumer Cyclical
2.61K
+ 27.04%
$69.24 - $79.24 $181K - $207K
12.3K $855K
WEC
Wec Energy Group, Inc.

Utilities
1.05K
+ 22.08%
$103.66 - $114.59 $108K - $120K
5.78K $662K
CM
Canadian Imperial Bank Of Commerce

Financial Services
1.45K
+ 26.19%
$71.11 - $81.68 $103K - $118K
6.98K $557K
HBAN
Huntington Bancshares Inc

Financial Services
8.61K
+ 26.0%
$15.87 - $17.88 $137K - $154K
41.7K $720K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.29K
+ 41.58%
$65.64 - $78.22 $216K - $257K
11.2K $750K
PM
Philip Morris International Inc.

Consumer Defensive
3.9K
+ 16.38%
$157.77 - $183.27 $615K - $714K
27.7K $4.49M
NOW
Service Now, Inc.

Technology
267
+ 31.19%
$850.86 - $1044.69 $227K - $279K
1.12K $1.03M
TGTX
Tg Therapeutics, Inc.

Healthcare
4K
+ 8.79%
$26.39 - $39.19 $106K - $157K
49.5K $1.79M
TXN
Texas Instruments Inc

Technology
765
+ 10.03%
N/A
8.39K $1.63M
FXL
First Tr Exchange Traded Fd Fi

ETFs
797
+ 61.88%
$155.79 - $172.55 $124K - $138K
2.09K $350K
TFC
Truist Financial Corp

Financial Services
2.61K
+ 30.82%
$42.83 - $47.07 $112K - $123K
11.1K $505K
SBND
Columbia ETF Tr I Short Durati

ETFs
7.24K
+ 25.14%
$18.7 - $19.03 $135K - $138K
36.1K $684K
TTE
Total Energies Se

Energy
1.93K
+ 12.08%
N/A
17.9K $1.23M
FYX
First Tr Small Cap Core Alphad

ETFs
379
+ 4.91%
$96.35 - $111.0 $36.5K - $42.1K
8.1K $882K
FBT
First Trust Nyse Arca Biotechn

ETFs
128
+ 2.23%
$159.46 - $180.52 $20.4K - $23.1K
5.88K $1.05M
O
Realty Income Corp

Real Estate
1.85K
+ 42.64%
$56.13 - $60.79 $104K - $113K
6.2K $376K
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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