Daymark Wealth Partners, LLC Purchases in Q3 2024

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
5K
+ 25.38%
$19.55 - $21.44 $97.8K - $107K
24.7K $529K
FISV
Fiserv Inc

Technology
1.12K
New
N/A
1.12K $140K
SYK
Stryker Corp

Healthcare
6
+ 0.09%
$315.94 - $371.96 $1.9K - $2.23K
6.47K $2.34M
MTZ
Mastec Inc

Industrials
640
+ 17.75%
$97.3 - $126.14 $62.3K - $80.7K
4.25K $522K
BKNG
Booking Holdings Inc.

Consumer Cyclical
29
+ 56.86%
$3305.62 - $4268.05 $95.9K - $124K
80 $336K
LEN
Lennar Corp

Consumer Cyclical
379
+ 23.25%
$142.5 - $192.45 $54K - $72.9K
2.01K $376K
UL
Unilever PLC

Consumer Defensive
538
+ 5.65%
$54.7 - $65.59 $29.4K - $35.3K
10.1K $653K
GXO
Gxo Logistics, Inc.

Industrials
2.28K
+ 37.32%
$46.45 - $55.98 $106K - $128K
8.4K $437K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
358
+ 1.29%
$57.32 - $62.65 $20.5K - $22.4K
28.1K $1.75M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.01%
$107.72 - $119.96 $108 - $120
17.7K $2.12M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
150
+ 0.85%
$90.87 - $102.43 $13.6K - $15.4K
17.8K $1.75M
JEF
Jefferies Financial Group Inc.

Financial Services
1.05K
+ 21.54%
$49.97 - $62.49 $52.5K - $65.6K
5.93K $364K
FDL
First Tr Morningstar Dividend

ETFs
644
+ 2.75%
$37.66 - $42.06 $24.3K - $27.1K
24.1K $1.01M
GD
General Dynamics Corp

Industrials
43
+ 0.48%
$279.51 - $308.09 $12K - $13.2K
8.97K $2.71M
MFC
Manulife Financial Corp

Financial Services
596
+ 1.74%
$24.13 - $29.63 $14.4K - $17.7K
34.9K $1.03M
VNQ
Vanguard Specialized Funds Van

ETFs
48
+ 0.59%
$82.97 - $98.97 $3.98K - $4.75K
8.23K $801K
EPD
Enterprise Products Partners L.P.

Energy
3.52K
+ 3.65%
$27.88 - $30.0 $98.2K - $106K
100K $2.91M
VTRS
Viatris Inc

Healthcare
5.68K
+ 12.32%
$10.32 - $12.13 $58.6K - $68.8K
51.7K $600K
ALL
Allstate Corp

Financial Services
364
+ 27.81%
$158.43 - $192.86 $57.7K - $70.2K
1.67K $317K
MS
Morgan Stanley

Financial Services
751
+ 18.39%
$92.07 - $106.96 $69.1K - $80.3K
4.83K $503K
COF
Capital One Financial Corp

Financial Services
38
+ 0.43%
$131.42 - $153.05 $4.99K - $5.82K
8.86K $1.33M
TTD
Trade Desk, Inc.

Technology
711
+ 32.55%
$83.08 - $110.79 $59.1K - $78.8K
2.9K $317K
SSO
Proshares Ultra S&P 500

ETFs
800
+ 20.41%
$73.92 - $90.17 $59.1K - $72.1K
4.72K $425K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
581
+ 8.93%
$147.95 - $191.05 $86K - $111K
7.08K $1.23M
VBR
Vanguard Small Cap Value ETF

ETFs
365
+ 26.45%
$179.99 - $201.6 $65.7K - $73.6K
1.75K $350K
TMO
Thermo Fisher Scientific Inc.

Healthcare
90
+ 14.54%
$531.86 - $624.21 $47.9K - $56.2K
709 $438K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
477
+ 10.98%
$152.9 - $180.39 $72.9K - $86K
4.82K $841K
IWD
Ishares Russell 1000 Val ETF

ETFs
382
+ 29.14%
$173.36 - $189.8 $66.2K - $72.5K
1.69K $321K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
203
+ 1.34%
$47.78 - $62.75 $9.7K - $12.7K
15.4K $899K
ES
Eversource Energy

Utilities
28
+ 0.37%
$56.52 - $68.38 $1.58K - $1.91K
7.6K $516K
ARCC
Ares Capital Corp

Financial Services
4K
+ 21.05%
$19.8 - $21.28 $79.2K - $85.1K
23K $481K
UBER
Uber Technologies, Inc

Technology
940
+ 14.81%
$58.48 - $77.47 $55K - $72.8K
7.29K $547K
RE
Everest Re Group LTD

Financial Services
200
+ 9.76%
N/A
2.25K $834K
IWF
Ishares Russell 1000 Gr ETF

ETFs
173
+ 19.07%
$332.02 - $382.76 $57.4K - $66.2K
1.08K $405K
OC
Owens Corning

Industrials
364
+ 17.93%
$154.02 - $186.38 $56.1K - $67.8K
2.39K $422K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
+ 0.19%
$386.81 - $423.12 $1.55K - $1.69K
2.13K $900K
VBK
Vanguard Small Cap Growth ETF

ETFs
163
+ 11.3%
$240.48 - $267.94 $39.2K - $43.7K
1.61K $429K
ENB
Enbridge Inc

Energy
47
+ 0.35%
$35.27 - $41.18 $1.66K - $1.94K
13.5K $549K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
978
+ 41.02%
$76.83 - $91.38 $75.1K - $89.4K
3.36K $277K
ITUB
Itau Unibanco Holding S.A.

Financial Services
10.3K
New
$5.73 - $6.87 $58.7K - $70.4K
10.3K $68K
KMI
Kinder Morgan, Inc.

Energy
2.03K
+ 19.92%
$19.72 - $22.22 $40K - $45.1K
12.2K $269K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
2
+ 0.01%
$39.66 - $43.57 $79.3 - $87.1
24.7K $1.08M
XLF
Financial Sector Spdr

ETFs
646
+ 7.49%
$40.84 - $45.74 $26.4K - $29.5K
9.27K $420K
OTIS
Otis Worldwide Corp

Industrials
80
+ 1.08%
$91.43 - $104.43 $7.31K - $8.35K
7.52K $781K
JPIN
Jp Morgan Diversified Return I

ETFs
212
+ 1.9%
$54.1 - $60.82 $11.5K - $12.9K
11.3K $681K
AWK
American Water Works Company, Inc.

Utilities
17
+ 0.47%
$127.76 - $149.9 $2.17K - $2.55K
3.64K $532K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
60
+ 20.34%
$1024.09 - $1201.76 $61.4K - $72.1K
355 $373K
ED
Consolidated Edison Inc

Utilities
91
+ 2.53%
$88.42 - $104.97 $8.05K - $9.55K
3.69K $383K
HYG
Ishares Tr

ETFs
436
+ 5.12%
$76.72 - $80.36 $33.4K - $35K
8.96K $719K
Activity Summary
Buys All Purchases 288 New Holdings 34 Increased Positions 254 Sells All Sells 178 Reductions 178 Sold out 0 Options Calls 0 Puts 0
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