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
CTRA
Coterra Energy Inc.

Energy
16.1K
+ 48.15%
$22.62 - $27.37 $364K - $441K
49.6K $1.19M
CCI
Crown Castle International Corp

Real Estate
2.38K
New
$95.29 - $120.24 $227K - $286K
2.38K $282K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.1K
New
$83.76 - $91.82 $259K - $284K
3.1K $282K
BSX
Boston Scientific Corp

Healthcare
3.35K
New
$72.96 - $84.0 $245K - $282K
3.35K $281K
BSEP
Innovator U.S. Equity Buffer E

ETFs
6.67K
New
$39.49 - $42.12 $263K - $281K
6.67K $280K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3K
+ 9.07%
$41.9 - $48.26 $126K - $145K
36.1K $1.73M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
533
+ 2.59%
$95.1 - $106.76 $50.7K - $56.9K
21.1K $2.25M
PULS
Pgim ETF Tr

ETFs
5.45K
+ 24.85%
$49.47 - $49.8 $270K - $271K
27.4K $1.36M
GLW
Corning Inc

Technology
5.99K
New
$37.76 - $46.2 $226K - $277K
5.99K $270K
CGUS
Capital Group Core Equity ETF
7.84K
New
$31.19 - $34.33 $245K - $269K
7.84K $268K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.69K
New
$44.65 - $47.21 $254K - $269K
5.69K $265K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.14K
New
$201.82 - $234.36 $229K - $266K
1.14K $261K
PLTR
Palantir Technologies Inc.

Technology
7.01K
New
$24.09 - $37.95 $169K - $266K
7.01K $260K
LDOS
Leidos Holdings, Inc.

Technology
840
+ 12.11%
$142.66 - $163.02 $120K - $137K
7.78K $1.27M
EFA
Ishares Tr Msci Eafe ETF

ETFs
600
+ 1.55%
$75.32 - $84.37 $45.2K - $50.6K
39.4K $3.3M
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
BJUL
Innovator U.S. Equity Buffer E

ETFs
5.69K
New
$40.26 - $43.68 $229K - $249K
5.69K $248K
TTE
Total Energies Se

Energy
2.75K
+ 9.82%
$68.61 - $68.61 $189K - $189K
30.8K $2.11M
MPLX
Mplx LP

Energy
4.15K
+ 13.49%
$40.44 - $45.07 $168K - $187K
34.9K $1.55M
VV
Vanguard Large Cap ETF

ETFs
468
+ 5.64%
$236.92 - $263.4 $111K - $123K
8.77K $2.31M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
5.05K
New
$42.87 - $45.76 $216K - $231K
5.05K $228K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.48K
New
$109.16 - $155.35 $162K - $230K
1.48K $228K
WELL
Welltower Inc.

Real Estate
1.76K
New
$104.0 - $129.74 $183K - $228K
1.76K $224K
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
CMS
Cms Energy Corp

Utilities
3.01K
New
$58.7 - $70.62 $177K - $212K
3.01K $212K
CG
Carlyle Group Inc.

Financial Services
4.92K
New
$37.24 - $49.74 $183K - $245K
4.92K $211K
MCO
Moodys Corp

Financial Services
437
New
$421.49 - $494.67 $184K - $216K
437 $207K
ITA
Ishares Tr

ETFs
1.38K
New
$131.58 - $149.64 $181K - $206K
1.38K $206K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.59K
+ 14.22%
$52.1 - $59.66 $135K - $155K
20.8K $1.23M
XLI
Industrial Sector Spdr

ETFs
1.51K
New
$120.56 - $135.44 $182K - $204K
1.51K $204K
BAC
Bank Of America Corp

Financial Services
5.15K
+ 10.23%
$36.65 - $44.13 $189K - $227K
55.5K $2.2M
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
COP
Conocophillips

Energy
2.46K
+ 23.49%
$102.3 - $116.61 $252K - $287K
12.9K $1.36M
VFH
Vanguard Financial ETF

ETFs
1.31K
+ 64.33%
$99.27 - $111.21 $130K - $145K
3.34K $366K
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
MBLY
Mobileye Global Inc.
10.5K
New
$10.57 - $27.89 $111K - $294K
10.5K $144K
IWR
Ishares Russell Mid Cap ETF

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