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
AMZN
Amazon Com Inc

Consumer Cyclical
118K
+ 39.98%
$161.02 - $200.0 $19M - $23.6M
414K $77.1M
HD
Home Depot, Inc.

Consumer Cyclical
647
+ 0.36%
$333.64 - $405.2 $216K - $262K
180K $72.7M
IBM
International Business Machines Corp

Technology
1.53K
+ 0.72%
$175.1 - $223.38 $267K - $341K
213K $47.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.8K
+ 10.52%
$475.2 - $527.7 $5.59M - $6.21M
124K $65.2M
MMM
3 M CO

Industrials
17.2K
+ 8.58%
$99.69 - $139.42 $1.72M - $2.4M
218K $29.8M
PGR
Progressive Corp

Financial Services
3.51K
+ 2.03%
$209.46 - $259.24 $736K - $910K
176K $44.7M
CAT
Caterpillar Inc

Industrials
106
+ 0.08%
$316.8 - $391.12 $33.6K - $41.5K
128K $50.2M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
83.1K
+ 34.15%
$58.75 - $64.07 $4.88M - $5.32M
326K $20.9M
GS
Goldman Sachs Group Inc

Financial Services
999
+ 0.75%
$459.02 - $510.25 $459K - $510K
134K $66.1M
STE
Steris PLC

Healthcare
24K
+ 384.56%
$213.51 - $247.14 $5.12M - $5.93M
30.2K $7.33M
AXP
American Express CO

Financial Services
356
+ 0.35%
$225.92 - $271.17 $80.4K - $96.5K
101K $27.5M
RTX
Raytheon Technologies Corp

Industrials
2.19K
+ 1.27%
$99.55 - $123.34 $218K - $269K
174K $21M
JPIE
J P Morgan Exchange Traded Fd
72.9K
+ 43.07%
$45.17 - $46.39 $3.29M - $3.38M
242K $11.2M
JPM
Jpmorgan Chase & CO

Financial Services
2K
+ 0.57%
$194.9 - $224.8 $389K - $449K
352K $74.2M
USB
Us Bancorp \De\

Financial Services
779
+ 0.14%
$39.04 - $47.23 $30.4K - $36.8K
554K $25.3M
ORCL
Oracle Corp

Technology
3.41K
+ 3.57%
$125.9 - $170.35 $429K - $580K
98.9K $16.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
45.8K
+ 20.38%
$54.98 - $59.51 $2.52M - $2.73M
270K $16.1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
50K
+ 14.29%
$42.22 - $48.62 $2.11M - $2.43M
400K $18.6M
TRV
Travelers Companies, Inc.

Financial Services
114
+ 0.11%
$201.87 - $242.35 $23K - $27.6K
107K $25.1M
AMGN
Amgen Inc

Healthcare
2.98K
+ 1.3%
$309.38 - $337.38 $921K - $1M
231K $74.5M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
23.4K
+ 26.69%
$100.75 - $111.62 $2.36M - $2.61M
111K $12.2M
CRM
Salesforce, Inc.

Technology
396
+ 0.23%
$238.42 - $276.53 $94.4K - $110K
175K $47.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
607
+ 1.26%
$405.19 - $478.57 $246K - $290K
48.9K $22.5M
RNW
Re New Energy Global PLC

Utilities
448K
+ 49.12%
$5.46 - $6.62 $2.44M - $2.96M
1.36M $8.55M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
26.6K
+ 9.52%
$56.88 - $63.65 $1.51M - $1.69M
306K $19.3M
JCPB
J P Morgan Exchange Traded Fd

ETFs
45.2K
+ 22.4%
$45.87 - $48.53 $2.07M - $2.19M
247K $11.9M
ABBV
Abb Vie Inc.

Healthcare
2.45K
+ 3.19%
$163.84 - $199.33 $402K - $489K
79.2K $15.6M
WMT
Walmart Inc.

Consumer Defensive
6.02K
+ 4.19%
$66.91 - $81.4 $403K - $490K
150K $12.1M
V
Visa Inc.

Financial Services
567
+ 0.32%
$253.74 - $291.56 $144K - $165K
175K $48.2M
SHW
Sherwin Williams CO

Basic Materials
48
+ 0.19%
$294.65 - $384.0 $14.1K - $18.4K
25.6K $9.76M
PPG
Ppg Industries Inc

Basic Materials
14.2K
+ 37.83%
$118.32 - $134.55 $1.68M - $1.92M
51.9K $6.87M
AVGO
Broadcom Inc.

Technology
133K
+ 914.84%
$136.27 - $1745.86 $18.1M - $232M
148K $25.5M
KO
Coca Cola CO

Consumer Defensive
321
+ 0.14%
$62.69 - $73.01 $20.1K - $23.4K
225K $16.1M
CVS
Cvs Health Corp

Healthcare
24.8K
+ 37.62%
$55.81 - $63.18 $1.38M - $1.57M
90.7K $5.7M
CGXU
Capital Group Intl Focus Equit

ETFs
44K
+ 15.14%
$24.27 - $27.46 $1.07M - $1.21M
334K $9.01M
VB
Vanguard Small Cap ETF

ETFs
581
+ 0.84%
$214.77 - $237.72 $125K - $138K
70.1K $16.6M
SJM
J M Smucker CO

Consumer Defensive
6.87K
+ 13.26%
$109.12 - $122.4 $749K - $841K
58.7K $7.1M
META
Meta Platforms, Inc.

Communication Services
1.04K
+ 8.83%
$453.41 - $572.44 $471K - $594K
12.8K $7.32M
VTI
Vanguard Total Stock Market Et

ETFs
4.4K
+ 127.35%
$255.18 - $283.2 $1.12M - $1.24M
7.85K $2.22M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.9K
+ 13.5%
$36.02 - $41.68 $680K - $787K
159K $6.56M
CGGR
Capital Group Growth ETF Shs C

ETFs
22.3K
+ 10.7%
$30.71 - $34.79 $685K - $776K
231K $8.03M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
16.8K
+ 10.3%
$32.65 - $36.69 $548K - $616K
180K $6.54M
VZ
Verizon Communications Inc

Communication Services
623
+ 0.23%
$38.89 - $45.0 $24.2K - $28K
267K $12M
CB
Chubb LTD

Financial Services
455
+ 1.85%
$252.51 - $292.2 $115K - $133K
25.1K $7.22M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.03%
$801.83 - $917.05 $5.61K - $6.42K
25.4K $22.5M
VO
Vanguard Mid Cap ETF

ETFs
783
+ 2.37%
$237.84 - $263.83 $186K - $207K
33.8K $8.93M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
15.2K
+ 12.36%
$35.97 - $41.58 $546K - $631K
138K $5.6M
EMLP
First Tr Exchange Traded Iv

ETFs
16.4K
+ 16.56%
$30.38 - $34.0 $499K - $559K
116K $3.89M
IWM
Ishares Russell 2000 ETF

ETFs
247
+ 0.55%
$200.87 - $224.6 $49.6K - $55.5K
45K $9.93M
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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