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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.04%
$58.03 - $65.37 $116 - $131
5.06K $327K
DGRO
Ishares Core Dividend Growth E

ETFs
19
+ 0.46%
$57.47 - $62.76 $1.09K - $1.19K
4.12K $258K
PRU
Prudential Financial Inc

Financial Services
97
+ 3.85%
$105.53 - $127.32 $10.2K - $12.4K
2.62K $316K
FNK
First Trust Mid Cap Value Alph

ETFs
49
+ 0.89%
$50.08 - $55.68 $2.45K - $2.73K
5.57K $303K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4
+ 0.43%
$256.4 - $289.78 $1.03K - $1.16K
926 $262K
IYF
Ishares Tr

ETFs
7
+ 0.33%
$93.83 - $105.05 $657 - $735
2.15K $222K
SHV
Ishares Tr

ETFs
174
+ 7.59%
$110.05 - $110.63 $19.1K - $19.2K
2.47K $272K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
23
+ 0.28%
$40.83 - $43.12 $939 - $992
8.19K $351K
RELX
Relx PLC

Communication Services
148
+ 3.02%
$44.1 - $48.86 $6.53K - $7.23K
5.05K $239K
ROST
Ross Stores, Inc.

Consumer Cyclical
16
+ 0.88%
$136.06 - $155.24 $2.18K - $2.48K
1.83K $275K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
22
+ 2.81%
$460.0 - $505.78 $10.1K - $11.1K
804 $373K
MKL
Markel Corp

Financial Services
5
+ 2.36%
$1494.55 - $1645.69 $7.47K - $8.23K
217 $340K
AZN
Astrazeneca PLC

Healthcare
75
+ 1.28%
$76.67 - $87.62 $5.75K - $6.57K
5.92K $461K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.03%
$133.16 - $158.73 $133 - $159
3.62K $549K
OEF
Ishares S&P 100 ETF

ETFs
3
+ 0.34%
$266.03 - $266.03 $798 - $798
885 $235K
United Sts Nat Gas Fd LP
2.83K
+ 17.2%
N/A
19.3K $0
Canadian Pacific Kansas City
52
+ 1.15%
N/A
4.57K $0
Vanguard Wellington Fd
1.5K
+ 16.59%
N/A
10.5K $0
CGMS
Capital Grp Core Plus Income E
14.4K
+ 166.13%
N/A
23.1K $0
Ge Healthcare Technologies I
1.4K
+ 30.95%
N/A
5.94K $0
Ge Vernova Inc
712
+ 14.48%
N/A
5.63K $0
Pimco ETF Tr
15.3K
+ 11.07%
N/A
154K $0
Nushares ETF Tr
130K
+ 37.2%
N/A
481K $0
Jacobs Solutions Inc
3
+ 0.09%
N/A
3.26K $0
J P Morgan Exchange Traded F
12.8K
+ 7.33%
N/A
187K $0
J P Morgan Exchange Traded F
40.6K
+ 14.37%
N/A
323K $0
Solventum Corp
137
+ 1.94%
N/A
7.2K $0
JPHY
Jp Morgan High Yield Research

ETFs
16.7K
+ 7.32%
N/A
244K $0
Linde PLC
9
+ 0.13%
N/A
6.76K $0
Thomson Reuters Corp.
14
+ 0.88%
N/A
1.6K $0
JGRO
J P Morgan Exchange Traded Fd
1.53K
+ 0.57%
N/A
272K $0
CLF
Cleveland Cliffs Inc.

Basic Materials
3.54K
+ 19.75%
$10.91 - $16.21 $38.6K - $57.3K
21.4K $273K
WRB
Berkley W R Corp

Financial Services
1.18K
+ 34.39%
$51.54 - $79.62 $61K - $94.3K
4.63K $262K
ADM
Archer Daniels Midland CO

Consumer Defensive
8
+ 0.05%
$57.96 - $65.72 $464 - $526
14.6K $870K
MGM
Mgm Resorts International

Consumer Cyclical
3.69K
+ 12.64%
$34.07 - $46.78 $126K - $173K
32.9K $1.28M
ELV
Elevance Health, Inc.

Healthcare
30
+ 1.42%
$500.12 - $562.29 $15K - $16.9K
2.15K $1.12M
F
Ford Motor CO

Consumer Cyclical
215
+ 0.63%
$9.71 - $14.55 $2.09K - $3.13K
34.6K $365K
SHEL
Shell PLC

Energy
958
+ 4.56%
$65.65 - $73.28 $62.9K - $70.2K
22K $1.45M
LLY
Eli Lilly & CO

Healthcare
162
+ 1.4%
$772.14 - $960.02 $125K - $156K
11.7K $10.4M
NVO
Novo Nordisk A S

Healthcare
112
+ 1.78%
$119.07 - $145.42 $13.3K - $16.3K
6.4K $762K
DIS
Walt Disney CO

Communication Services
2.04K
+ 1.36%
$85.6 - $98.61 $175K - $201K
152K $14.6M
FDX
Fedex Corp

Industrials
5
+ 0.05%
$254.64 - $313.52 $1.27K - $1.57K
10.4K $2.83M
ADBE
Adobe Inc.

Technology
24
+ 0.26%
$508.13 - $586.55 $12.2K - $14.1K
9.14K $4.73M
SCHW
Schwab Charles Corp

Financial Services
374
+ 0.73%
$61.74 - $76.08 $23.1K - $28.5K
51.3K $3.33M
PSX
Phillips 66

Energy
877
+ 1.18%
$125.0 - $147.17 $110K - $129K
75.3K $9.9M
HON
Honeywell International Inc

Industrials
1.17K
+ 0.89%
$196.73 - $220.21 $229K - $257K
132K $27.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
524
+ 6.51%
$217.89 - $392.15 $114K - $205K
8.57K $2.4M
AMAT
Applied Materials Inc

Technology
184
+ 0.76%
$174.88 - $254.97 $32.2K - $46.9K
24.4K $4.93M
DVN
Devon Energy Corp

Energy
25.5K
+ 11.5%
$37.87 - $48.65 $964K - $1.24M
247K $9.66M
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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