Daymark Wealth Partners, LLC Portfolio Holdings
Daymark Wealth Partners, LLC
- $2.86 Billion
- Q1 2025
Daymark Wealth Partners, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.86 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 $194M, Microsoft Corp with a value of $147M, Nvidia Corp with a value of $113M, Procter & Gamble CO with a value of $102M, and Jpmorgan Chase & CO with a value of $86M.
Examining the 13F form we can see an decrease of $67.9M in the current position value, from $2.92B to 2.86B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 498
- Current Value $2.86 Billion
- Prior Value $2.92 Billion
- Filing
- Period Q1 2025
- Filing Date April 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 35 stocks
- Additional Purchases 206 stocks
- Sold out of 0 stocks
- Reduced holdings in 216 stocks