Daymark Wealth Partners, LLC New Holdings in Q1 2025

Daymark Wealth Partners, LLC

  • $2.86 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RECS
Columbia ETF Tr I

ETFs
631K
New
$32.64 - $36.08 $20.6M - $22.8M
631K $20.8M
IEF
Ishares Barclays

ETFs
41.2K
New
$91.17 - $95.39 $3.76M - $3.93M
41.2K $3.92M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
31.4K
New
$48.65 - $53.06 $1.53M - $1.67M
31.4K $1.63M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
21.6K
New
$67.03 - $74.61 $1.45M - $1.61M
21.6K $1.46M
FYT
First Trust Small Cap

ETFs
20.9K
New
$48.74 - $56.7 $1.02M - $1.19M
20.9K $1.04M
CSL
Carlisle Companies Inc

Industrials
2.58K
New
$326.43 - $408.24 $843K - $1.05M
2.58K $878K
JMEE
J P Morgan Exchange Traded Fd

ETFs
14.4K
New
$54.51 - $63.63 $787K - $919K
14.4K $804K
CHKP
Check Point Software Technologies LTD

Technology
1.98K
New
$179.88 - $231.31 $357K - $459K
1.98K $451K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.93K
New
$67.08 - $76.14 $398K - $451K
5.93K $438K
LNG
Cheniere Energy, Inc.

Energy
1.87K
New
$209.32 - $253.66 $391K - $473K
1.87K $431K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
9.1K
New
$42.18 - $45.16 $384K - $411K
9.1K $397K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
11.1K
New
$31.06 - $33.33 $345K - $370K
11.1K $347K
WMB
Williams Companies, Inc.

Energy
5.55K
New
$54.02 - $61.09 $300K - $339K
5.55K $331K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
4.13K
New
$77.67 - $90.15 $321K - $373K
4.13K $323K
AJG
Arthur J. Gallagher & Co.

Financial Services
743
New
$275.89 - $345.24 $205K - $257K
743 $256K
CMS
Cms Energy Corp

Utilities
3.1K
New
$64.99 - $75.11 $201K - $233K
3.1K $232K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
8.18K
New
$24.11 - $28.41 $197K - $233K
8.18K $229K
NTNX
Nutanix, Inc.

Technology
3.19K
New
$61.28 - $77.44 $195K - $247K
3.19K $226K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
467
New
$402.49 - $513.76 $188K - $240K
467 $226K
CPNG
Coupang, Inc.

Consumer Cyclical
9.97K
New
$21.34 - $25.52 $213K - $254K
9.97K $218K
PLD
Prologis, Inc.

Real Estate
1.94K
New
$103.59 - $124.04 $201K - $241K
1.94K $217K
CEG
Constellation Energy Corp

Utilities
1.05K
New
$201.63 - $347.44 $211K - $363K
1.05K $214K
OXY
Occidental Petroleum Corp

Energy
4.35K
New
$45.45 - $52.7 $198K - $229K
4.35K $214K
MUST
Columbia ETF Tr I Multi Sector

ETFs
10.5K
New
$20.08 - $20.62 $210K - $216K
10.5K $210K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.63K
New
$106.31 - $123.73 $174K - $202K
1.63K $202K
SLV
I Shares Silver Trust

ETFs
6.52K
New
$26.93 - $31.32 $176K - $204K
6.52K $202K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.06K
New
$24.91 - $29.02 $201K - $234K
8.06K $201K
DIV
Global X Superdividend Us ETF

ETFs
10.8K
New
N/A
10.8K $185K
ABC
Amerisourcebergen Corp

Healthcare
813
New
N/A
813 $150K
JUPW
Jupiter Wellness, Inc.

Healthcare
16.1K
New
N/A
16.1K $47K
ILCG
Ishares Morningstar Growth ETF
9.34K
New
N/A
9.34K $0
Kraneshares Trust
6.45K
New
N/A
6.45K $0
Innovator Etfs Trust
11.6K
New
N/A
11.6K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
8.95K
New
N/A
8.95K $0
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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