Daymark Wealth Partners, LLC Incresed Positions in Q3 2024

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.69K
+ 27.34%
$50.02 - $54.5 $184K - $201K
17.2K $934K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
972
+ 3.0%
$114.73 - $120.23 $112K - $117K
33.4K $3.99M
MPLX
Mplx LP

Energy
4.15K
+ 13.49%
$40.44 - $45.07 $168K - $187K
34.9K $1.55M
TTE
Total Energies Se

Energy
2.75K
+ 9.82%
$68.61 - $68.61 $189K - $189K
30.8K $2.11M
VV
Vanguard Large Cap ETF

ETFs
468
+ 5.64%
$236.92 - $263.4 $111K - $123K
8.77K $2.31M
XT
Ishares Tr Exponential Technol

ETFs
762
+ 0.89%
$54.51 - $61.59 $41.5K - $46.9K
86.2K $5.25M
NOW
Service Now, Inc.

Technology
179
+ 31.79%
$730.87 - $937.36 $131K - $168K
742 $663K
UITB
Usaa ETF Tr Core Intermediate

ETFs
3.14K
+ 8.7%
$45.71 - $48.29 $143K - $151K
39.2K $1.88M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
4.88K
+ 2.55%
$11.52 - $12.52 $56.2K - $61.1K
197K $2.43M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.59K
+ 14.22%
$52.1 - $59.66 $135K - $155K
20.8K $1.23M
STZ
Constellation Brands, Inc.

Consumer Defensive
719
+ 14.93%
$236.42 - $259.82 $170K - $187K
5.54K $1.43M
ASML
Asml Holding Nv

Technology
582
+ 36.67%
$749.82 - $1098.95 $436K - $640K
2.17K $1.81M
CSWI
Csw Industrials, Inc.

Industrials
1
+ 0.06%
$263.55 - $370.84 $264 - $371
1.8K $660K
MO
Altria Group, Inc.

Consumer Defensive
236
+ 0.8%
$45.95 - $54.71 $10.8K - $12.9K
29.8K $1.52M
VFH
Vanguard Financial ETF

ETFs
1.31K
+ 64.33%
$99.27 - $111.21 $130K - $145K
3.34K $366K
COP
Conocophillips

Energy
2.46K
+ 23.49%
$102.3 - $116.61 $252K - $287K
12.9K $1.36M
TT
Trane Technologies PLC

Industrials
5
+ 0.18%
$314.21 - $388.71 $1.57K - $1.94K
2.71K $1.05M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
621
+ 2.72%
$96.25 - $101.98 $59.8K - $63.3K
23.5K $2.38M
IVW
Ishares S&P 500 Growth ETF

ETFs
405
+ 1.09%
$84.77 - $97.13 $34.3K - $39.3K
37.4K $3.58M
ET
Energy Transfer LP

Energy
10.7K
+ 7.16%
$15.43 - $16.44 $165K - $176K
160K $2.57M
HUBB
Hubbell Inc

Industrials
9
+ 0.4%
$355.55 - $428.48 $3.2K - $3.86K
2.27K $971K
TXN
Texas Instruments Inc

Technology
744
+ 8.59%
$194.6 - $194.6 $145K - $145K
9.41K $1.83M
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
5K
+ 25.38%
$19.55 - $21.44 $97.8K - $107K
24.7K $529K
IWR
Ishares Russell Mid Cap ETF

ETFs
71
+ 0.37%
$79.92 - $88.19 $5.67K - $6.26K
19K $1.68M
MTZ
Mastec Inc

Industrials
640
+ 17.75%
$97.3 - $126.14 $62.3K - $80.7K
4.25K $522K
SYK
Stryker Corp

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

Communication Services
69
+ 3.2%
$598.55 - $722.26 $41.3K - $49.8K
2.23K $1.58M
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
FTEC
Fidelity Covington Tr Msci Inf

ETFs
477
+ 10.98%
$152.9 - $180.39 $72.9K - $86K
4.82K $841K
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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