Daymark Wealth Partners, LLC Incresed Positions in Q1 2025

Daymark Wealth Partners, LLC

  • $2.86 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Jacobs Solutions Inc
3
+ 0.09%
N/A
3.27K $0
PANW
Palo Alto Networks Inc

Technology
158
+ 6.27%
$167.82 - $208.28 $26.5K - $32.9K
2.68K $456K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
24
+ 0.11%
$12.03 - $12.69 $289 - $305
22.6K $273K
ITW
Illinois Tool Works Inc

Industrials
96
+ 1.77%
$244.9 - $274.48 $23.5K - $26.4K
5.52K $1.37M
EW
Edwards Lifesciences Corp

Healthcare
58
+ 0.71%
$67.95 - $76.19 $3.94K - $4.42K
8.17K $592K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6
+ 0.3%
$408.78 - $448.82 $2.45K - $2.69K
2.03K $851K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
16
+ 0.32%
$48.02 - $53.02 $768 - $848
5.02K $246K
PRU
Prudential Financial Inc

Financial Services
69
+ 2.58%
$105.04 - $122.33 $7.25K - $8.44K
2.74K $306K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.93K
+ 7.48%
$51.45 - $58.51 $99.3K - $113K
27.7K $1.44M
VT
Vanguard Total World Stk Index

ETFs
53
+ 0.3%
$115.08 - $123.97 $6.1K - $6.57K
17.7K $2.06M
CLX
Clorox CO

Consumer Defensive
23
+ 1.13%
$141.76 - $162.89 $3.26K - $3.75K
2.06K $303K
DLR
Digital Realty Trust, Inc.

Real Estate
254
+ 12.35%
$142.1 - $183.56 $36.1K - $46.6K
2.31K $331K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.12%
$102.49 - $119.96 $410 - $480
3.36K $349K
BWXT
Bwx Technologies, Inc.

Industrials
4
+ 0.13%
$96.59 - $128.46 $386 - $514
3.11K $306K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
31
+ 0.36%
$117.4 - $131.02 $3.64K - $4.06K
8.73K $1.04M
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.11%
$247.97 - $296.33 $496 - $593
1.87K $473K
MTN
Vail Resorts Inc

Consumer Cyclical
20
+ 0.95%
$153.58 - $184.72 $3.07K - $3.69K
2.12K $338K
RDVY
First Trust Rising Dividend Ac

ETFs
770
+ 0.81%
$57.22 - $63.39 $44.1K - $48.8K
95.5K $5.54M
XLK
Technology Sector Spdr

ETFs
91
+ 3.0%
$206.38 - $242.18 $18.8K - $22K
3.13K $645K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.03%
$140.44 - $166.79 $140 - $167
3.63K $509K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
13
+ 0.19%
$121.0 - $142.28 $1.57K - $1.85K
6.73K $831K
ET
Energy Transfer LP

Energy
4.39K
+ 2.73%
$17.26 - $21.08 $75.8K - $92.5K
165K $3.07M
HBAN
Huntington Bancshares Inc

Financial Services
499
+ 0.71%
$14.28 - $17.39 $7.13K - $8.68K
70.8K $1.06M
URI
United Rentals, Inc.

Industrials
32
+ 2.19%
$594.17 - $789.56 $19K - $25.3K
1.49K $934K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
80
+ 1.66%
$161.27 - $192.3 $12.9K - $15.4K
4.89K $790K
IJK
Ishares S&P Midcap 400 Growth

ETFs
18
+ 0.13%
$81.62 - $96.63 $1.47K - $1.74K
14.1K $1.18M
CSWI
Csw Industrials, Inc.

Industrials
2
+ 0.11%
$283.77 - $396.86 $568 - $794
1.8K $523K
KKR
Kkr & Co. Inc.

Financial Services
2.36K
+ 19.31%
$108.17 - $167.07 $255K - $394K
14.6K $1.69M
TROW
Price T Rowe Group Inc

Financial Services
171
+ 2.57%
$91.57 - $116.93 $15.7K - $20K
6.82K $626K
XT
Ishares Tr Exponential Technol

ETFs
264
+ 0.3%
$57.56 - $64.0 $15.2K - $16.9K
88.3K $5.11M
JEF
Jefferies Financial Group Inc.

Financial Services
29
+ 0.49%
$52.22 - $81.31 $1.51K - $2.36K
5.98K $320K
DEO
Diageo PLC

Consumer Defensive
19
+ 0.2%
$104.79 - $126.12 $1.99K - $2.4K
9.31K $976K
IONQ
Ion Q, Inc.

Technology
1.5K
+ 11.46%
$18.27 - $51.07 $27.4K - $76.7K
14.6K $333K
ACN
Accenture PLC

Technology
41
+ 0.7%
$300.91 - $398.25 $12.3K - $16.3K
5.89K $1.84M
CARR
Carrier Global Corp

Industrials
971
+ 1.56%
$62.07 - $70.55 $60.3K - $68.5K
63.2K $4.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 5.78%
$468.34 - $539.52 $509K - $586K
19.9K $9.33M
FV
First Trust Dorsey Wright Focu

ETFs
4.49K
+ 3.53%
$53.91 - $63.03 $242K - $283K
132K $7.22M
IVW
Ishares S&P 500 Growth ETF

ETFs
96
+ 0.25%
$92.45 - $106.69 $8.88K - $10.2K
37.8K $3.5M
NTAP
Net App, Inc.

Technology
307
+ 1.71%
$87.84 - $126.3 $27K - $38.8K
18.2K $1.6M
PH
Parker Hannifin Corp

Industrials
128
+ 0.53%
$591.65 - $707.05 $75.7K - $90.5K
24.2K $14.7M
VB
Vanguard Small Cap ETF

ETFs
3.27K
+ 4.53%
$217.89 - $252.64 $712K - $826K
75.4K $16.7M
FDN
First Tr Fd Dow Jones

ETFs
66
+ 0.2%
$221.38 - $266.86 $14.6K - $17.6K
33.7K $7.53M
ETN
Eaton Corp PLC

Industrials
1.81K
+ 9.17%
$271.83 - $371.23 $492K - $672K
21.5K $5.86M
ADBE
Adobe Inc.

Technology
543
+ 3.35%
$377.84 - $464.11 $205K - $252K
16.7K $6.42M
HON
Honeywell International Inc

Industrials
2.83K
+ 2.15%
$202.75 - $226.52 $573K - $640K
134K $28.4M
DIS
Walt Disney CO

Communication Services
2.45K
+ 1.67%
$96.87 - $114.0 $238K - $280K
150K $14.8M
ORCL
Oracle Corp

Technology
2.37K
+ 2.36%
$139.81 - $186.47 $332K - $443K
103K $14.4M
AXP
American Express CO

Financial Services
16
+ 0.02%
$255.39 - $325.87 $4.09K - $5.21K
101K $27.3M
GS
Goldman Sachs Group Inc

Financial Services
839
+ 0.63%
$524.81 - $672.19 $440K - $564K
135K $73.7M
Activity Summary
Buys All Purchases 241 New Holdings 35 Increased Positions 206 Sells All Sells 216 Reductions 216 Sold out 0 Options Calls 0 Puts 0
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