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
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-15
- 0.54%
$94.17 - $99.95 $1.41K - $1.5K
2.74K $274K
VFH
Vanguard Financial ETF

ETFs
-21
- 0.46%
$125.23 - $132.78 $2.63K - $2.79K
4.58K $601K
QRVO
Qorvo, Inc.

Technology
-1
- 0.04%
$83.6 - $96.31 $83.6 - $96.3
2.59K $236K
LYV
Live Nation Entertainment, Inc.

Communication Services
-21
- 1.27%
$143.56 - $174.06 $3.01K - $3.66K
1.64K $267K
SRE
Sempra Energy

Utilities
-323
- 10.1%
$74.14 - $89.98 $23.9K - $29.1K
2.87K $258K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-16
- 0.42%
$82.42 - $87.03 $1.32K - $1.39K
3.8K $331K
IEV
Ishares Tr Europe ETF

ETFs
-263
- 1.61%
$61.37 - $65.49 $16.1K - $17.2K
16.1K $1.05M
SONY
Sony Group Corp

Technology
-42
- 0.53%
$23.92 - $30.07 $1K - $1.26K
7.88K $226K
NTES
Net Ease, Inc.

Communication Services
-58
- 3.37%
$127.31 - $159.34 $7.38K - $9.24K
1.66K $252K
NBIX
Neurocrine Biosciences Inc

Healthcare
-37
- 1.9%
$123.98 - $146.67 $4.59K - $5.43K
1.91K $267K
VEA
Vanguard Ftse Developed Market

ETFs
-1.15K
- 3.58%
$56.02 - $60.3 $64.6K - $69.5K
31.1K $1.86M
IONQ
Ion Q, Inc.

Technology
-4K
- 27.39%
$36.79 - $75.14 $147K - $301K
10.6K $652K
LEN
Lennar Corp

Consumer Cyclical
-20
- 0.96%
$107.73 - $142.4 $2.15K - $2.85K
2.06K $259K
COP
Conocophillips

Energy
-306
- 2.49%
$91.0 - $98.99 $27.8K - $30.3K
12K $1.13M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-119
- 1.3%
$79.76 - $85.78 $9.49K - $10.2K
9.02K $764K
BDX
Becton Dickinson & CO

Healthcare
-8
- 0.34%
$172.41 - $199.66 $1.38K - $1.6K
2.38K $444K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-182
- 1.05%
$69.02 - $73.57 $12.6K - $13.4K
17.1K $1.26M
BK
Bank Of New York Mellon Corp

Financial Services
-355
- 8.44%
$90.65 - $109.75 $32.2K - $39K
3.85K $419K
IOO
Ishares Tr Global 100 ETF

ETFs
-65
- 1.78%
$107.55 - $120.01 $6.99K - $7.8K
3.58K $429K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-514
- 5.55%
$79.52 - $89.63 $40.9K - $46.1K
8.75K $779K
EBAY
Ebay Inc

Consumer Cyclical
-51
- 1.89%
$75.33 - $100.77 $3.84K - $5.14K
2.64K $240K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-888
- 2.84%
$87.29 - $93.61 $77.5K - $83.1K
30.4K $2.84M
WELL
Welltower Inc.

Real Estate
-11
- 0.61%
$150.71 - $178.14 $1.66K - $1.96K
1.8K $321K
NSC
Norfolk Southern Corp

Industrials
-1.25K
- 13.24%
$259.49 - $300.41 $325K - $376K
8.21K $2.46M
HCA
Hca Healthcare, Inc.

Healthcare
-258
- 7.21%
$334.32 - $426.2 $86.3K - $110K
3.32K $1.42M
JPIN
Jp Morgan Diversified Return I

ETFs
-66
- 0.33%
$63.14 - $67.96 $4.17K - $4.49K
20K $1.34M
SLV
I Shares Silver Trust

ETFs
-719
- 8.92%
$32.73 - $42.5 $23.5K - $30.6K
7.34K $310K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-229
- 1.62%
$91.28 - $97.59 $20.9K - $22.3K
13.9K $1.33M
VT
Vanguard Total World Stk Index

ETFs
-850
- 4.77%
$128.41 - $138.03 $109K - $117K
17K $2.34M
IWR
Ishares Russell Mid Cap ETF

ETFs
-140
- 0.98%
$92.26 - $97.51 $12.9K - $13.7K
14.1K $1.37M
NET
Cloudflare, Inc.

Technology
-113
- 2.48%
$181.39 - $228.28 $20.5K - $25.8K
4.44K $953K
EXPD
Expeditors International Of Washington Inc

Industrials
-13
- 0.17%
$111.37 - $124.95 $1.45K - $1.62K
7.55K $926K
URI
United Rentals, Inc.

Industrials
-60
- 9.57%
$774.14 - $975.23 $46.4K - $58.5K
567 $541K
UNH
Unitedhealth Group Inc

Healthcare
-252
- 5.08%
$237.77 - $353.61 $59.9K - $89.1K
4.71K $1.63M
RPM
Rpm International Inc

Basic Materials
-3
- 0.03%
$110.07 - $128.23 $330 - $385
9.83K $1.16M
VTV
Vanguard Value ETF

ETFs
-33
- 0.32%
$175.51 - $186.57 $5.79K - $6.16K
10.2K $1.91M
INTC
Intel Corp

Technology
-42.9K
- 31.16%
$19.31 - $35.5 $829K - $1.52M
94.8K $3.18M
ADI
Analog Devices Inc

Technology
-47
- 0.33%
$220.68 - $255.63 $10.4K - $12K
14.3K $3.51M
ETN
Eaton Corp PLC

Industrials
-749
- 3.32%
$342.99 - $392.76 $257K - $294K
21.8K $8.17M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-51
- 1.04%
$195.29 - $223.85 $9.96K - $11.4K
4.87K $1.08M
VV
Vanguard Large Cap ETF

ETFs
-44
- 0.76%
$285.05 - $309.14 $12.5K - $13.6K
5.74K $1.77M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-295
- 1.36%
$132.9 - $142.03 $39.2K - $41.9K
21.4K $3.02M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-24
- 0.1%
$74.93 - $80.73 $1.8K - $1.94K
23.1K $1.87M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-421
- 0.88%
$44.14 - $47.9 $18.6K - $20.2K
47.2K $2.24M
GLW
Corning Inc

Technology
-385
- 6.31%
$51.6 - $82.03 $19.9K - $31.6K
5.72K $468K
VUG
Vanguard Growth ETF

ETFs
-336
- 4.44%
$433.97 - $484.08 $146K - $163K
7.23K $3.47M
SCHW
Schwab Charles Corp

Financial Services
-568
- 1.14%
$91.03 - $98.69 $51.7K - $56.1K
49.4K $4.72M
CINF
Cincinnati Financial Corp

Financial Services
-7
- 0.04%
$145.8 - $158.1 $1.02K - $1.11K
19.6K $3.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
-393
- 0.75%
$66.38 - $71.68 $26.1K - $28.2K
52K $3.71M
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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