Daymark Wealth Partners, LLC Reduced Holdings in Q3 2025

Daymark Wealth Partners, LLC

  • $2.79 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
-1.64K
- 0.95%
$238.61 - $264.3 $392K - $434K
171K $42.1M
ADBE
Adobe Inc.

Technology
-7.82K
- 45.48%
$333.65 - $392.1 $2.61M - $3.07M
9.38K $3.31M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-26.2K
- 31.94%
$98.52 - $103.93 $2.58M - $2.72M
55.7K $5.74M
USB
Us Bancorp \De\

Financial Services
-69.9K
- 14.43%
$43.94 - $50.41 $3.07M - $3.52M
415K $20M
CTAS
Cintas Corp

Industrials
-5.43K
- 31.99%
$199.29 - $226.27 $1.08M - $1.23M
11.5K $2.37M
PFE
Pfizer Inc

Healthcare
-52.5K
- 23.02%
$23.29 - $25.88 $1.22M - $1.36M
176K $4.48M
EOG
Eog Resources Inc

Energy
-8.02K
- 51.19%
$112.12 - $126.1 $899K - $1.01M
7.65K $857K
CARR
Carrier Global Corp

Industrials
-2.34K
- 3.6%
$58.75 - $80.73 $137K - $189K
62.6K $3.74M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-16.2K
- 17.12%
$59.81 - $60.11 $967K - $972K
78.3K $4.69M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-16.8K
- 12.78%
$55.61 - $57.37 $933K - $962K
114K $6.54M
ISRG
Intuitive Surgical Inc

Healthcare
-199
- 3.12%
$433.66 - $544.47 $86.3K - $108K
6.17K $2.76M
ROK
Rockwell Automation, Inc

Industrials
-1.76K
- 55.12%
$328.67 - $358.52 $578K - $631K
1.43K $500K
MCK
Mckesson Corp

Healthcare
-648
- 51.39%
$659.01 - $772.54 $427K - $501K
613 $473K
ACN
Accenture PLC

Technology
-426
- 6.65%
$232.56 - $304.78 $99.1K - $130K
5.98K $1.47M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.12K
- 19.87%
$265.78 - $299.3 $298K - $336K
4.52K $1.23M
CTVA
Corteva, Inc.

Basic Materials
-1.47K
- 3.95%
$67.08 - $77.12 $98.8K - $114K
35.8K $2.42M
CB
Chubb LTD

Financial Services
-513
- 2.15%
$265.99 - $289.59 $136K - $149K
23.4K $6.61M
CL
Colgate Palmolive CO

Consumer Defensive
-822
- 3.58%
$79.36 - $93.33 $65.2K - $76.7K
22.1K $1.77M
DHR
Danaher Corp

Healthcare
-1.61K
- 12.43%
$181.46 - $212.2 $291K - $341K
11.3K $2.24M
ZTS
Zoetis Inc.

Healthcare
-1.45K
- 15.17%
$141.13 - $159.19 $204K - $231K
8.1K $1.18M
VHT
Vanguard Health Care ETF

ETFs
-1.18K
- 40.12%
$239.12 - $259.95 $281K - $305K
1.75K $455K
WHR
Whirlpool Corp

Consumer Cyclical
-300
- 2.81%
$77.47 - $110.59 $23.2K - $33.2K
10.4K $814K
ET
Energy Transfer LP

Energy
-3.7K
- 1.97%
$17.11 - $18.16 $63.2K - $67.1K
183K $3.15M
CMCSA
Comcast Corp

Communication Services
-4.47K
- 21.86%
$31.41 - $36.33 $141K - $163K
16K $502K
EMR
Emerson Electric CO

Industrials
-587
- 0.88%
$128.6 - $149.63 $75.5K - $87.8K
66.5K $8.72M
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
-11K
- 44.53%
$20.04 - $21.12 $220K - $232K
13.7K $283K
CSX
Csx Corp

Industrials
-8.53K
- 27.23%
$32.05 - $36.52 $273K - $311K
22.8K $809K
LECO
Lincoln Electric Holdings Inc

Industrials
-1.5K
- 25.04%
$210.22 - $247.76 $315K - $372K
4.49K $1.06M
DEO
Diageo PLC

Consumer Defensive
-1.21K
- 12.68%
$93.64 - $115.33 $113K - $140K
8.34K $795K
BMY
Bristol Myers Squibb CO

Healthcare
-1.43K
- 1.83%
$43.31 - $48.98 $62.1K - $70.2K
77K $3.47M
AMT
American Tower Corp

Real Estate
-300
- 8.8%
$192.32 - $232.35 $57.7K - $69.7K
3.11K $597K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-3.23K
- 12.99%
$48.72 - $50.73 $158K - $164K
21.7K $1.07M
VCTR
Victory Capital Holdings, Inc.

Financial Services
-2.96K
- 7.98%
$63.69 - $72.67 $189K - $215K
34.1K $2.21M
VCR
Vanguard Consumer Discretionar

ETFs
-938
- 14.32%
$359.61 - $401.35 $337K - $376K
5.61K $2.22M
CI
Cigna Corp

Healthcare
-239
- 20.89%
$262.23 - $334.39 $62.7K - $79.9K
905 $260K
MSTR
Microstrategy Inc

Technology
-27
- 2.18%
$300.7 - $455.9 $8.12K - $12.3K
1.21K $390K
USTB
Victory Portfolios Ii Victorys

ETFs
-2.16K
- 17.41%
$50.54 - $51.1 $109K - $110K
10.2K $522K
OTIS
Otis Worldwide Corp

Industrials
-424
- 5.22%
$84.93 - $101.07 $36K - $42.9K
7.69K $703K
DVN
Devon Energy Corp

Energy
-3.87K
- 31.95%
$31.75 - $36.99 $123K - $143K
8.24K $288K
MPLX
Mplx LP

Energy
-662
- 1.67%
$49.42 - $52.71 $32.7K - $34.9K
39.1K $1.95M
AVUV
American Centy ETF Tr Avantis

ETFs
-7.92K
- 9.56%
$90.37 - $102.12 $716K - $809K
74.9K $7.46M
ES
Eversource Energy

Utilities
-1.97K
- 27.75%
$62.86 - $71.14 $124K - $140K
5.13K $364K
EW
Edwards Lifesciences Corp

Healthcare
-1.05K
- 12.6%
$73.75 - $81.83 $77.4K - $85.8K
7.28K $566K
CBT
Cabot Corp

Basic Materials
-1.16K
- 15.91%
$72.0 - $82.94 $83.7K - $96.5K
6.15K $467K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-244
- 14.24%
$196.15 - $217.83 $47.9K - $53.2K
1.47K $296K
TROW
Price T Rowe Group Inc

Financial Services
-1.16K
- 17.02%
$98.67 - $111.52 $115K - $130K
5.67K $581K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.62K
- 2.79%
$72.57 - $74.72 $117K - $121K
56.4K $4.2M
TT
Trane Technologies PLC

Industrials
-67
- 2.14%
$398.96 - $472.54 $26.7K - $31.7K
3.06K $1.29M
JPEM
Jp Morgan Diversified Return

ETFs
-1.56K
- 19.38%
$56.25 - $59.87 $87.8K - $93.5K
6.49K $383K
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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