Daymark Wealth Partners, LLC Portfolio Holdings
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q3 2024
Daymark Wealth Partners, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.95 Billion distributed in 512 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $209M, Microsoft Corp with a value of $169M, Nvidia Corp with a value of $134M, Procter & Gamble CO with a value of $104M, and Amazon Com Inc with a value of $77.1M.
Examining the 13F form we can see an increase of $240M in the current position value, from $2.71B to 2.95B.
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 512
- Current Value $2.95 Billion
- Prior Value $2.71 Billion
- Filing
- Period Q3 2024
- Filing Date October 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 34 stocks
- Additional Purchases 254 stocks
- Sold out of 0 stocks
- Reduced holdings in 178 stocks