Daymark Wealth Partners, LLC Reduced Holdings in Q1 2025

Daymark Wealth Partners, LLC

  • $2.22 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-110K
- 95.13%
$461.52 - $548.18 $50.5M - $60M
5.6K $2.93M
GS
Goldman Sachs Group Inc

Financial Services
-105K
- 77.78%
$524.81 - $672.19 $55.1M - $70.5M
30K $16.4M
HD
Home Depot, Inc.

Consumer Cyclical
-110K
- 60.92%
$347.25 - $424.87 $38.2M - $46.7M
70.5K $25.8M
CAT
Caterpillar Inc

Industrials
-120K
- 93.42%
$326.75 - $407.63 $39.2M - $48.9M
8.45K $2.79M
V
Visa Inc.

Financial Services
-98.9K
- 53.82%
$306.92 - $362.71 $30.4M - $35.9M
84.9K $29.7M
MSFT
Microsoft Corp

Technology
-91.2K
- 23.25%
$375.39 - $447.2 $34.2M - $40.8M
301K $113M
MCD
Mcdonalds Corp

Consumer Cyclical
-104K
- 76.55%
$279.74 - $321.29 $29.1M - $33.4M
31.9K $9.96M
AMGN
Amgen Inc

Healthcare
-97.3K
- 40.35%
$258.59 - $327.36 $25.2M - $31.8M
144K $44.8M
CRM
Salesforce, Inc.

Technology
-105K
- 59.54%
$268.36 - $359.95 $28.1M - $37.6M
71.1K $19.1M
TRV
Travelers Companies, Inc.

Financial Services
-105K
- 97.5%
$232.43 - $265.13 $24.3M - $27.7M
2.68K $709K
IBM
International Business Machines Corp

Technology
-99.7K
- 48.09%
$217.4 - $264.74 $21.7M - $26.4M
108K $26.8M
JPM
Jpmorgan Chase & CO

Financial Services
-97.2K
- 27.73%
$225.19 - $279.95 $21.9M - $27.2M
253K $62.1M
AAPL
Apple Inc.

Technology
-107K
- 12.28%
$209.68 - $247.1 $22.5M - $26.5M
765K $170M
HON
Honeywell International Inc

Industrials
-96.9K
- 72.25%
$202.75 - $226.52 $19.6M - $21.9M
37.2K $7.88M
JNJ
Johnson & Johnson

Healthcare
-116K
- 37.04%
$142.06 - $167.7 $16.5M - $19.5M
197K $32.7M
PG
Procter & Gamble CO

Consumer Defensive
-113K
- 18.81%
$158.56 - $176.26 $17.9M - $19.8M
486K $82.8M
BA
Boeing CO

Industrials
-105K
- 94.43%
$148.15 - $186.25 $15.6M - $19.6M
6.2K $1.06M
MMM
3 M CO

Industrials
-119K
- 50.13%
$129.7 - $155.12 $15.4M - $18.4M
118K $17.3M
CVX
Chevron Corp

Energy
-96.3K
- 50.96%
$146.71 - $167.97 $14.1M - $16.2M
92.7K $15.5M
MRK
Merck & Co., Inc.

Healthcare
-118K
- 56.91%
$83.01 - $101.02 $9.76M - $11.9M
89K $7.99M
DIS
Walt Disney CO

Communication Services
-93.8K
- 62.66%
$96.87 - $114.0 $9.09M - $10.7M
55.9K $5.52M
KO
Coca Cola CO

Consumer Defensive
-95K
- 43.23%
$60.81 - $72.32 $5.78M - $6.87M
125K $8.94M
NKE
Nike, Inc.

Consumer Cyclical
-97.5K
- 88.83%
$63.29 - $81.72 $6.17M - $7.97M
12.3K $778K
CSCO
Cisco Systems, Inc.

Technology
-99.3K
- 24.69%
$58.74 - $64.87 $5.83M - $6.44M
303K $18.7M
VZ
Verizon Communications Inc

Communication Services
-94.9K
- 37.15%
$37.81 - $46.49 $3.59M - $4.41M
161K $7.28M
DOW
Dow Inc.

Basic Materials
-120K
- 90.9%
$34.36 - $41.92 $4.12M - $5.03M
12K $419K
INTC
Intel Corp

Technology
-94.9K
- 38.7%
$19.1 - $27.39 $1.81M - $2.6M
150K $3.41M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-120K
- 97.15%
$9.19 - $12.93 $1.1M - $1.55M
3.53K $39K
Activity Summary
Buys All Purchases 0 New Holdings 0 Increased Positions 0 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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