Daymark Wealth Partners, LLC Purchases in Q4 2025

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
194K
+ 756.89%
$330.74 - $354.45 $64.2M - $68.8M
220K $73M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
438K
+ 2563.25%
$72.75 - $76.17 $31.8M - $33.3M
455K $34.1M
AAPL
Apple Inc.

Technology
76.1K
+ 9.64%
$245.27 - $275.25 $18.7M - $20.9M
866K $232M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
38.7K
+ 41.0%
$600.51 - $631.95 $23.2M - $24.4M
133K $82.2M
SYK
Stryker Corp

Healthcare
37.3K
+ 436.03%
$353.81 - $388.35 $13.2M - $14.5M
45.9K $16.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
162K
+ 38.94%
$47.34 - $48.01 $7.65M - $7.76M
577K $27.3M
AMZN
Amazon Com Inc

Consumer Cyclical
8.4K
+ 2.29%
$213.04 - $254.0 $1.79M - $2.13M
376K $88.2M
PANW
Palo Alto Networks Inc

Technology
32.3K
+ 450.05%
$204.77 - $221.38 $6.62M - $7.16M
39.5K $8.11M
PULS
Pgim ETF Tr

ETFs
131K
+ 88.6%
$49.64 - $49.83 $6.52M - $6.55M
280K $13.9M
GOOG
Alphabet Inc.

Communication Services
2.69K
+ 2.4%
$237.49 - $291.74 $640K - $786K
115K $32.8M
TPL
Texas Pacific Land Corp

Energy
4.31K
+ 200.7%
$889.25 - $1022.65 $3.83M - $4.41M
6.46K $6.6M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
81K
+ 73.1%
$46.44 - $50.36 $3.76M - $4.08M
192K $9.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7K
+ 984.95%
$524.58 - $588.02 $3.67M - $4.12M
7.71K $4.38M
CSCO
Cisco Systems, Inc.

Technology
3.16K
+ 0.99%
$67.46 - $78.0 $213K - $247K
322K $25.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
140K
+ 10.76%
$23.37 - $23.7 $3.27M - $3.32M
1.44M $33.7M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
35.2K
+ 9.49%
$67.15 - $70.77 $2.37M - $2.49M
407K $28.3M
NOW
Service Now, Inc.

Technology
3.08K
+ 274.53%
$835.79 - $946.29 $2.58M - $2.92M
4.21K $3.52M
RTX
Raytheon Technologies Corp

Industrials
5.01K
+ 2.89%
$157.0 - $179.44 $787K - $899K
178K $31.3M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
36.4K
+ 46.49%
$59.91 - $60.13 $2.18M - $2.19M
115K $6.88M
PH
Parker Hannifin Corp

Industrials
357
+ 1.42%
$716.66 - $857.93 $256K - $306K
25.4K $21.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
41K
+ 19.15%
$45.45 - $48.31 $1.86M - $1.98M
255K $12.1M
ETN
Eaton Corp PLC

Industrials
7.17K
+ 32.88%
$352.39 - $387.75 $2.53M - $2.78M
29K $10.2M
NVDA
Nvidia Corp

Technology
10.8K
+ 1.08%
$179.83 - $207.04 $1.93M - $2.23M
1.01M $188M
IBM
International Business Machines Corp

Technology
1.05K
+ 0.98%
$275.97 - $314.98 $290K - $331K
108K $32.2M
ASML
Asml Holding Nv

Technology
1.48K
+ 24.26%
$936.19 - $1075.45 $1.39M - $1.6M
7.6K $7.75M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
35.8K
+ 23.46%
$50.57 - $50.77 $1.81M - $1.82M
189K $9.55M
RDVY
First Trust Rising Dividend Ac

ETFs
27.6K
+ 13.25%
$65.02 - $68.31 $1.8M - $1.89M
236K $15.8M
XOM
Exxon Mobil Corp

Energy
4.46K
+ 1.76%
$110.64 - $119.78 $493K - $534K
257K $30.3M
AFL
Aflac Inc

Financial Services
13.9K
+ 72.36%
$105.7 - $115.01 $1.47M - $1.6M
33.2K $3.79M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
95.8K
New
$15.26 - $15.77 $1.46M - $1.51M
95.8K $1.48M
VUG
Vanguard Growth ETF

ETFs
2.81K
+ 38.9%
$470.44 - $504.26 $1.32M - $1.42M
10K $4.86M
CGGR
Capital Group Growth ETF Shs C

ETFs
37.1K
+ 11.71%
$43.04 - $45.68 $1.6M - $1.7M
354K $15.3M
BE
Bloom Energy Corp

Industrials
11K
+ 367.7%
$86.06 - $142.37 $949K - $1.57M
14K $1.57M
CGXU
Capital Group Intl Focus Equit

ETFs
34.8K
+ 9.06%
$29.32 - $31.03 $1.02M - $1.08M
418K $12.5M
XLE
Energy Sector Spdr

ETFs
10.9K
+ 111.66%
$85.22 - $92.02 $933K - $1.01M
20.7K $1.91M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
9.92K
New
$100.33 - $100.69 $995K - $999K
9.92K $996K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
12.1K
+ 19.48%
$93.79 - $100.35 $1.14M - $1.22M
74.4K $7M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
17.4K
+ 45.39%
$50.33 - $50.81 $876K - $884K
55.8K $2.82M
MCD
Mcdonalds Corp

Consumer Cyclical
2.66K
+ 8.45%
$293.81 - $310.11 $782K - $825K
34.2K $10.4M
GLDM
World Gold Trust

ETFs
9.82K
New
$76.32 - $86.69 $749K - $851K
9.82K $794K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
5.11K
+ 152.13%
$149.52 - $158.91 $764K - $812K
8.47K $1.29M
CAT
Caterpillar Inc

Industrials
215
+ 2.55%
$480.82 - $585.49 $103K - $126K
8.63K $4.76M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.6K
+ 47.46%
$49.98 - $50.59 $729K - $738K
45.3K $2.28M
PSX
Phillips 66

Energy
1.38K
+ 1.61%
$126.76 - $142.32 $175K - $196K
87K $12.4M
O
Realty Income Corp

Real Estate
13.1K
+ 210.82%
$56.12 - $60.64 $733K - $792K
19.3K $1.09M
XLK
Technology Sector Spdr

ETFs
2.4K
+ 83.59%
$278.39 - $304.13 $668K - $730K
5.27K $1.52M
KO
Coca Cola CO

Consumer Defensive
1.8K
+ 1.41%
$66.1 - $71.61 $119K - $129K
129K $9.14M
TSLA
Tesla, Inc.

Consumer Cyclical
3.75K
+ 15.66%
$401.99 - $468.37 $1.51M - $1.76M
27.7K $11.3M
NEE
Nextera Energy Inc

Utilities
1.05K
+ 1.99%
$78.18 - $86.03 $81.8K - $90K
53.7K $4.61M
Activity Summary
Buys All Purchases 321 New Holdings 35 Increased Positions 286 Sells All Sells 226 Reductions 226 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email