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
FCX
Freeport Mcmoran Inc

Basic Materials
-382
- 2.94%
$35.34 - $47.21 $13.5K - $18K
12.6K $493K
GIS
General Mills Inc

Consumer Defensive
-940
- 6.33%
$48.44 - $53.83 $45.5K - $50.6K
13.9K $701K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-2.88K
- 8.5%
$25.67 - $27.21 $73.9K - $78.3K
31K $835K
WFC
Wells Fargo & Company

Financial Services
-3.62K
- 5.55%
$77.05 - $85.16 $279K - $308K
61.6K $5.16M
TDG
Trans Digm Group Inc

Industrials
-11
- 5.37%
$1271.04 - $1620.83 $14K - $17.8K
194 $255K
ECL
Ecolab Inc.

Basic Materials
-262
- 6.09%
$259.39 - $285.47 $68K - $74.8K
4.04K $1.11M
FISV
Fiserv Inc

Technology
-388
- 14.51%
N/A
2.29K $286K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.35K
- 3.87%
$45.6 - $46.92 $61.7K - $63.5K
33.6K $1.57M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-956
- 13.99%
$90.62 - $107.71 $86.6K - $103K
5.88K $578K
AFL
Aflac Inc

Financial Services
-1.51K
- 7.27%
$98.09 - $111.7 $148K - $168K
19.2K $2.15M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-425
- 10.82%
$96.22 - $98.19 $40.9K - $41.7K
3.5K $343K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-185
- 16.4%
$420.11 - $472.68 $77.7K - $87.4K
943 $441K
XLK
Technology Sector Spdr

ETFs
-470
- 14.07%
$250.97 - $282.66 $118K - $133K
2.87K $809K
OEF
Ishares S&P 100 ETF

ETFs
-120
- 15.83%
N/A
638 $169K
HYG
Ishares Tr

ETFs
-423
- 7.23%
$79.85 - $81.32 $33.8K - $34.4K
5.43K $440K
COF
Capital One Financial Corp

Financial Services
-126
- 2.4%
$207.29 - $229.74 $26.1K - $28.9K
5.13K $1.09M
VOT
Vanguard Mid Cap Growth Index

ETFs
-280
- 4.7%
$282.75 - $294.19 $79.2K - $82.4K
5.68K $1.67M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-1.24K
- 7.0%
$37.65 - $40.3 $46.7K - $50K
16.5K $659K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-50
- 0.87%
$59.29 - $62.87 $2.96K - $3.14K
5.72K $343K
NWBI
Northwest Bancshares, Inc.

Financial Services
-500
- 2.11%
$11.5 - $13.53 $5.75K - $6.77K
23.2K $287K
IWD
Ishares Russell 1000 Val ETF

ETFs
-135
- 10.06%
$192.76 - $203.86 $26K - $27.5K
1.21K $245K
DLR
Digital Realty Trust, Inc.

Real Estate
-63
- 2.59%
$161.21 - $180.02 $10.2K - $11.3K
2.37K $410K
VDC
Vanguard Consumer Staples ETF

ETFs
-18
- 0.94%
$212.64 - $225.25 $3.83K - $4.05K
1.89K $404K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-496
- 4.75%
$181.56 - $190.33 $90.1K - $94.4K
9.96K $1.89M
ACGL
Arch Capital Group Ltd.

Financial Services
-108
- 3.36%
$85.61 - $93.54 $9.25K - $10.1K
3.11K $281K
DGX
Quest Diagnostics Inc

Healthcare
-66
- 0.33%
N/A
20K $2.75M
BAC
Bank Of America Corp

Financial Services
-5.2K
- 8.53%
$44.92 - $52.42 $233K - $272K
55.7K $2.87M
IRM
Iron Mountain Inc

Real Estate
-69
- 2.49%
$89.46 - $104.46 $6.17K - $7.21K
2.7K $275K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-10.1K
- 42.78%
$10.78 - $19.82 $109K - $201K
13.5K $264K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-189
- 1.35%
$97.75 - $100.75 $18.5K - $19K
13.8K $1.39M
YUM
Yum Brands Inc

Consumer Cyclical
-115
- 3.02%
$139.5 - $153.94 $16K - $17.7K
3.69K $560K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-129
- 2.17%
$37.14 - $37.85 $4.79K - $4.88K
5.81K $219K
Thomson Reuters Corp.
-58
- 3.84%
N/A
1.45K $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.26K
- 4.08%
$11.15 - $11.87 $14K - $14.9K
29.5K $342K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-188
- 2.22%
$31.73 - $33.71 $5.97K - $6.34K
8.26K $278K
Better Home & Finance Holdin
-19.4K
- 81.99%
N/A
4.26K $0
Coherent Corp
-30
- 0.64%
N/A
4.64K $0
Fidelity Wise Origin Bitcoin
-2.67K
- 17.5%
N/A
12.6K $0
Six Flags Entertainment Corp
-217
- 1.19%
N/A
18K $0
Pgim ETF Tr
-160
- 0.95%
N/A
16.7K $0
ACWF
Ishares Msci Global Multifacto

ETFs
-10.5K
- 11.83%
N/A
78.6K $0
Canadian Pacific Kansas City
-847
- 14.52%
N/A
4.99K $0
ILCG
Ishares Morningstar Growth ETF
-264
- 1.29%
N/A
20.2K $0
J P Morgan Exchange Traded F
-40.5K
- 12.39%
N/A
287K $0
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-140
- 1.34%
$23.69 - $24.32 $3.32K - $3.4K
10.3K $249K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-274
- 7.54%
$138.08 - $151.2 $37.8K - $41.4K
3.36K $507K
EFG
Msci Eafe Growth ETF

ETFs
-39
- 0.86%
$106.99 - $114.46 $4.17K - $4.46K
4.5K $512K
VLUE
Ishares Msci Usa Value Factor

ETFs
-73
- 3.97%
$111.55 - $125.05 $8.14K - $9.13K
1.77K $220K
XLI
Industrial Sector Spdr

ETFs
-20
- 0.87%
$147.94 - $154.99 $2.96K - $3.1K
2.28K $352K
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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