Daymark Wealth Partners, LLC Reduced Holdings in Q2 2025

Daymark Wealth Partners, LLC

  • $2.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.57K
- 13.74%
$39.89 - $49.46 $302K - $374K
47.5K $2.35M
BA
Boeing CO

Industrials
-1.79K
- 28.87%
$136.59 - $217.51 $244K - $389K
4.41K $923K
SHEL
Shell PLC

Energy
-1.29K
- 13.0%
$59.75 - $73.05 $77.3K - $94.5K
8.66K $609K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-2.37K
- 28.65%
$49.79 - $50.75 $118K - $120K
5.9K $299K
USTB
Victory Portfolios Ii Victorys

ETFs
-2.39K
- 16.13%
$50.21 - $50.82 $120K - $121K
12.4K $630K
OKE
Oneok Inc

Energy
-304
- 5.7%
$78.71 - $100.37 $23.9K - $30.5K
5.03K $410K
CBT
Cabot Corp

Basic Materials
-583
- 7.39%
$72.47 - $84.35 $42.3K - $49.2K
7.31K $548K
FDL
First Tr Morningstar Dividend

ETFs
-1.61K
- 6.88%
$38.19 - $43.19 $61.6K - $69.7K
21.8K $914K
TRV
Travelers Companies, Inc.

Financial Services
-401
- 14.95%
$233.83 - $276.34 $93.8K - $111K
2.28K $610K
CMCSA
Comcast Corp

Communication Services
-2.03K
- 9.02%
$32.84 - $36.72 $66.6K - $74.5K
20.5K $730K
NKE
Nike, Inc.

Consumer Cyclical
-2.61K
- 21.27%
$53.27 - $72.04 $139K - $188K
9.65K $685K
OTIS
Otis Worldwide Corp

Industrials
-558
- 6.43%
$90.88 - $104.3 $50.7K - $58.2K
8.12K $803K
JPEM
Jp Morgan Diversified Return

ETFs
-2.11K
- 20.77%
$48.41 - $56.7 $102K - $120K
8.05K $454K
CL
Colgate Palmolive CO

Consumer Defensive
-158
- 0.68%
$87.57 - $96.0 $13.8K - $15.2K
22.9K $2.09M
VHT
Vanguard Health Care ETF

ETFs
-97
- 3.21%
$236.71 - $261.92 $23K - $25.4K
2.93K $727K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-851
- 23.57%
$81.46 - $94.63 $69.3K - $80.5K
2.76K $261K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-388
- 2.11%
$90.85 - $102.31 $35.2K - $39.7K
18K $1.81M
DGX
Quest Diagnostics Inc

Healthcare
-444
- 2.16%
N/A
20.1K $2.76M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-4.08K
- 20.32%
$11.35 - $12.45 $46.3K - $50.8K
16K $190K
BP
Bp PLC

Energy
-96
- 0.72%
$26.11 - $33.81 $2.51K - $3.25K
13.2K $393K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.89K
- 19.28%
$57.41 - $74.81 $108K - $141K
7.9K $587K
D
Dominion Energy, Inc

Utilities
-1.04K
- 5.43%
$49.66 - $58.0 $51.5K - $60.2K
18.1K $1.02M
IYH
Ishares Tr

ETFs
-48
- 0.55%
$53.97 - $60.17 $2.59K - $2.89K
8.75K $493K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-468
- 3.23%
$96.84 - $99.46 $45.3K - $46.5K
14K $1.39M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-870
- 11.28%
$40.66 - $41.98 $35.4K - $36.5K
6.85K $286K
VTV
Vanguard Value ETF

ETFs
-415
- 3.89%
$153.67 - $176.74 $63.8K - $73.3K
10.3K $1.81M
WPC
W. P. Carey Inc.

Real Estate
-353
- 7.75%
$56.12 - $64.53 $19.8K - $22.8K
4.2K $262K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-15
- 3.21%
$421.16 - $509.5 $6.32K - $7.64K
452 $201K
FDS
Factset Research Systems Inc

Financial Services
-40
- 4.18%
$398.85 - $473.32 $16K - $18.9K
917 $410K
CMS
Cms Energy Corp

Utilities
-48
- 1.55%
$68.57 - $75.51 $3.29K - $3.62K
3.05K $211K
AJG
Arthur J. Gallagher & Co.

Financial Services
-8
- 1.08%
$310.86 - $348.77 $2.49K - $2.79K
735 $235K
PRU
Prudential Financial Inc

Financial Services
-73
- 2.66%
$95.12 - $112.71 $6.94K - $8.23K
2.67K $286K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-262
- 6.43%
$77.94 - $79.5 $20.4K - $20.8K
3.81K $303K
AOS
Smith A O Corp

Industrials
-294
- 4.59%
$59.63 - $70.52 $17.5K - $20.7K
6.11K $400K
MET
Metlife Inc

Financial Services
-234
- 7.1%
$68.42 - $82.49 $16K - $19.3K
3.06K $246K
TTC
Toro CO

Industrials
-97
- 1.88%
$63.51 - $77.8 $6.16K - $7.55K
5.05K $357K
HSY
Hershey CO

Consumer Defensive
-6
- 0.21%
$151.29 - $173.13 $908 - $1.04K
2.88K $478K
FE
Firstenergy Corp

Utilities
-66
- 0.09%
$38.31 - $43.17 $2.53K - $2.85K
71.4K $2.87M
DVY
Ishares Tr

ETFs
-41
- 0.81%
$118.37 - $134.86 $4.85K - $5.53K
5.05K $670K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-142
- 2.68%
$105.23 - $109.61 $14.9K - $15.6K
5.16K $565K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-408
- 6.6%
$54.27 - $63.01 $22.1K - $25.7K
5.77K $361K
CI
Cigna Corp

Healthcare
-35
- 2.97%
$301.89 - $340.04 $10.6K - $11.9K
1.14K $378K
WELL
Welltower Inc.

Real Estate
-48
- 2.58%
$136.49 - $155.22 $6.55K - $7.45K
1.81K $278K
EQT
Eqt Corp

Energy
-2.69K
- 8.57%
$46.11 - $60.44 $124K - $163K
28.7K $1.68M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-1.05K
- 12.81%
$50.29 - $64.29 $52.6K - $67.2K
7.11K $457K
Solventum Corp
-73
- 2.13%
N/A
3.35K $0
Gsk PLC
-1.34K
- 18.94%
N/A
5.73K $0
Lam Research Corp
-8.33K
- 65.28%
N/A
4.43K $0
CGMS
Capital Grp Core Plus Income E
-588
- 2.04%
N/A
28.3K $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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