Daymark Wealth Partners, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.22 Billion distributed in 498 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $170M, Nvidia Corp with a value of $113M, Microsoft Corp with a value of $113M, Procter & Gamble CO with a value of $82.8M, and Amazon Com Inc with a value of $62.8M.
Examining the 13F form we can see an decrease of $640M in the current position value, from $2.86B to 2.22B.
Daymark Wealth Partners, LLC is based out at Cincinnati, OH
Below you can find more details about Daymark Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.22 Billion
Technology: $584 Million
ETFs: $460 Million
Financial Services: $296 Million
Consumer Defensive: $189 Million
Healthcare: $174 Million
Industrials: $162 Million
Consumer Cyclical: $124 Million
Communication Services: $84.9 Million
Other: $126 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions