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
AMGN
Amgen Inc

Healthcare
2.17K
+ 0.91%
$258.59 - $327.36 $560K - $709K
241K $75.1M
PWR
Quanta Services, Inc.

Industrials
48.8K
+ 390.1%
$236.71 - $358.03 $11.5M - $17.5M
61.3K $15.6M
V
Visa Inc.

Financial Services
9.61K
+ 5.52%
$306.92 - $362.71 $2.95M - $3.49M
184K $64.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
44.7K
+ 356.25%
$168.84 - $202.89 $7.54M - $9.06M
57.2K $10.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
156K
+ 59.64%
$45.56 - $47.23 $7.09M - $7.35M
416K $19.5M
JNJ
Johnson & Johnson

Healthcare
3.54K
+ 1.14%
$142.06 - $167.7 $503K - $594K
314K $52M
LNC
Lincoln National Corp

Financial Services
140K
+ 1370.68%
$30.06 - $39.23 $4.21M - $5.49M
150K $5.39M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
72.7K
+ 562.14%
$59.78 - $60.03 $4.35M - $4.37M
85.7K $5.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
709
+ 1.5%
$442.66 - $534.52 $314K - $379K
48.1K $25.2M
JPIE
J P Morgan Exchange Traded Fd
75.3K
+ 33.04%
$45.46 - $46.18 $3.42M - $3.48M
303K $14M
ABBV
Abb Vie Inc.

Healthcare
1.15K
+ 1.46%
$169.2 - $216.66 $194K - $248K
79.5K $16.7M
TRV
Travelers Companies, Inc.

Financial Services
86
+ 0.08%
$232.43 - $265.13 $20K - $22.8K
107K $28.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
84.6K
+ 37.37%
$33.98 - $39.84 $2.87M - $3.37M
311K $10.7M
CSCO
Cisco Systems, Inc.

Technology
6.65K
+ 1.68%
$58.74 - $64.87 $390K - $431K
402K $24.8M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
16.1K
+ 528.49%
$67.24 - $84.27 $1.08M - $1.35M
19.1K $1.3M
SJM
J M Smucker CO

Consumer Defensive
4.52K
+ 7.03%
$100.41 - $118.41 $454K - $535K
68.8K $8.15M
CVS
Cvs Health Corp

Healthcare
6.43K
+ 24.23%
$44.22 - $68.64 $284K - $441K
33K $2.23M
ABT
Abbott Laboratories

Healthcare
592
+ 1.2%
$111.1 - $140.22 $65.8K - $83K
49.9K $6.62M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
18.1K
+ 48.76%
$42.5 - $46.71 $767K - $843K
55.1K $2.5M
COST
Costco Wholesale Corp

Consumer Defensive
74
+ 0.29%
$890.62 - $1076.86 $65.9K - $79.7K
25.3K $23.9M
PSX
Phillips 66

Energy
113
+ 0.14%
$113.93 - $131.55 $12.9K - $14.9K
82.9K $10.2M
MDT
Medtronic PLC

Healthcare
3.22K
+ 7.48%
$79.84 - $94.5 $257K - $304K
46.3K $4.16M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.4K
+ 6.99%
$142.8 - $176.36 $200K - $247K
21.5K $3.71M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
25K
+ 10.4%
$22.46 - $23.26 $561K - $581K
265K $6.13M
STE
Steris PLC

Healthcare
35
+ 0.12%
$202.46 - $232.74 $7.09K - $8.15K
30.4K $6.88M
LLY
Eli Lilly & CO

Healthcare
57
+ 0.53%
$725.72 - $929.72 $41.4K - $53K
10.8K $8.91M
JPIN
Jp Morgan Diversified Return I

ETFs
9.36K
+ 75.2%
$52.75 - $58.91 $494K - $552K
21.8K $1.25M
FDVV
Fidelity High Dividend ETF

ETFs
11.7K
+ 284.24%
$48.86 - $52.28 $574K - $614K
15.9K $779K
TGTX
Tg Therapeutics, Inc.

Healthcare
4K
+ 9.64%
$27.67 - $42.99 $111K - $172K
45.5K $1.81M
C
Citigroup Inc

Financial Services
7.85K
+ 268.23%
$67.23 - $84.63 $528K - $664K
10.8K $765K
CGXU
Capital Group Intl Focus Equit

ETFs
18.5K
+ 5.62%
$24.48 - $26.59 $453K - $492K
348K $8.64M
LECO
Lincoln Electric Holdings Inc

Industrials
2.59K
+ 66.95%
$180.51 - $216.81 $467K - $560K
6.45K $1.22M
EMLP
First Tr Exchange Traded Iv

ETFs
7.19K
+ 5.7%
$35.79 - $38.28 $257K - $275K
133K $4.98M
NVS
Novartis Ag

Healthcare
326
+ 1.11%
$97.14 - $115.57 $31.7K - $37.7K
29.6K $3.3M
CTRA
Coterra Energy Inc.

Energy
9.12K
+ 17.36%
$25.51 - $29.83 $233K - $272K
61.6K $1.78M
HCA
Hca Healthcare, Inc.

Healthcare
890
+ 31.64%
$296.7 - $345.55 $264K - $308K
3.7K $1.28M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.46K
+ 78.4%
$71.17 - $73.66 $389K - $402K
12.4K $911K
DE
Deere & CO

Industrials
202
+ 2.96%
$408.57 - $509.27 $82.5K - $103K
7.04K $3.3M
PULS
Pgim ETF Tr

ETFs
7.81K
+ 22.44%
$49.56 - $49.78 $387K - $389K
42.6K $2.12M
EFG
Msci Eafe Growth ETF

ETFs
3.69K
+ 70.54%
$96.1 - $106.37 $355K - $393K
8.92K $899K
CTAS
Cintas Corp

Industrials
1
+ 0.01%
$182.09 - $208.14 $182 - $208
16.2K $3.33M
HYG
Ishares Tr

ETFs
4.39K
+ 50.8%
$78.51 - $80.11 $345K - $352K
13K $1.03M
VHT
Vanguard Health Care ETF

ETFs
1.23K
+ 68.77%
$254.06 - $273.83 $313K - $338K
3.03K $795K
MPLX
Mplx LP

Energy
2.28K
+ 6.05%
$47.88 - $54.65 $109K - $125K
40K $2.14M
MA
Mastercard Inc

Financial Services
286
+ 3.68%
$504.67 - $576.31 $144K - $165K
8.06K $4.42M
EPD
Enterprise Products Partners L.P.

Energy
1.26K
+ 1.26%
$31.75 - $34.14 $39.9K - $42.9K
101K $3.45M
NOC
Northrop Grumman Corp

Industrials
25
+ 0.39%
$433.45 - $513.82 $10.8K - $12.8K
6.42K $3.29M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.65K
+ 24.23%
$57.21 - $65.8 $381K - $438K
34.1K $1.99M
UBER
Uber Technologies, Inc

Technology
2.7K
+ 48.05%
$63.17 - $81.49 $171K - $220K
8.33K $606K
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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