Daymark Wealth Partners, LLC Reduced Holdings in Q3 2024

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VDC
Vanguard Consumer Staples ETF

ETFs
-329
- 14.54%
$201.77 - $221.32 $66.4K - $72.8K
1.93K $422K
TTC
Toro CO

Industrials
-9
- 0.17%
$81.82 - $99.44 $736 - $895
5.28K $458K
SMG
Scotts Miracle Gro CO

Basic Materials
-1.36K
- 36.11%
$61.06 - $86.7 $83.3K - $118K
2.41K $209K
WEC
Wec Energy Group, Inc.

Utilities
-1.37K
- 23.64%
$77.68 - $96.19 $106K - $132K
4.42K $425K
ALB
Albemarle Corp

Basic Materials
-257
- 8.41%
$72.85 - $100.09 $18.7K - $25.7K
2.8K $265K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-76
- 6.22%
$320.55 - $412.94 $24.4K - $31.4K
1.15K $445K
WHR
Whirlpool Corp

Consumer Cyclical
-850
- 6.24%
$90.25 - $112.34 $76.7K - $95.5K
12.8K $1.37M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-1.49K
- 7.02%
$39.97 - $43.37 $59.6K - $64.6K
19.7K $856K
MTN
Vail Resorts Inc

Consumer Cyclical
-56
- 2.48%
$167.58 - $188.32 $9.38K - $10.5K
2.21K $384K
IWP
Ishares Russell Mid Cap Growth

ETFs
-346
- 11.71%
$103.87 - $117.59 $35.9K - $40.7K
2.61K $305K
IWS
Ishares Russell Midcap Value E

ETFs
-291
- 13.79%
$119.52 - $132.25 $34.8K - $38.5K
1.82K $240K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
-1.56K
- 12.03%
$19.3 - $20.82 $30.1K - $32.4K
11.4K $237K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-416
- 7.04%
$106.11 - $113.72 $44.1K - $47.3K
5.5K $620K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-84
- 1.15%
$104.47 - $116.17 $8.78K - $9.76K
7.25K $782K
XLK
Technology Sector Spdr

ETFs
-47
- 1.51%
$197.34 - $237.68 $9.27K - $11.2K
3.07K $693K
VOT
Vanguard Mid Cap Growth Index

ETFs
-398
- 6.25%
$218.05 - $243.47 $86.8K - $96.9K
5.98K $1.45M
XYL
Xylem Inc.

Industrials
-36
- 1.28%
$126.14 - $141.53 $4.54K - $5.1K
2.77K $373K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-849
- 4.76%
$44.83 - $47.42 $38.1K - $40.3K
17K $800K
IYH
Ishares Tr

ETFs
-666
- 6.54%
$60.29 - $66.38 $40.2K - $44.2K
9.51K $618K
USTB
Victory Portfolios Ii Victorys

ETFs
-399
- 2.76%
$49.79 - $50.91 $19.9K - $20.3K
14K $713K
Kenvue Inc
-7K
- 31.72%
N/A
15.1K $0
BFB
Brown Forman Corp Cl B
-22
- 0.08%
N/A
26.3K $0
Innovator Etfs Trust
-437
- 8.21%
N/A
4.89K $0
Labcorp Holdings Inc
-9
- 0.11%
N/A
7.93K $0
BFA
Brown Forman Corp Cl A
-18
- 0.09%
N/A
20K $0
Gsk PLC
-3.34K
- 12.99%
N/A
22.3K $0
Coherent Corp
-456
- 8.22%
N/A
5.09K $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-432
- 7.98%
$46.17 - $51.13 $19.9K - $22.1K
4.98K $254K
IDXX
Idexx Laboratories Inc

Healthcare
-14
- 2.25%
$455.08 - $517.19 $6.37K - $7.24K
607 $306K
IOO
Ishares Tr Global 100 ETF

ETFs
-10
- 0.23%
$89.63 - $100.83 $896 - $1.01K
4.34K $429K
RVT
Royce Value Trust, Inc.

Financial Services
-2.27K
- 6.03%
$14.28 - $16.01 $32.4K - $36.3K
35.4K $555K
SRE
Sempra Energy

Utilities
-412
- 6.84%
$74.97 - $84.04 $30.9K - $34.6K
5.61K $469K
MAR
Marriott International Inc

Consumer Cyclical
-1
- 0.06%
$211.35 - $255.11 $211 - $255
1.72K $427K
RGA
Reinsurance Group Of America Inc

Financial Services
-9
- 0.91%
$192.62 - $225.79 $1.73K - $2.03K
983 $214K
JPEM
Jp Morgan Diversified Return

ETFs
-245
- 2.35%
$52.23 - $56.96 $12.8K - $14K
10.2K $577K
IEFA
Ishares Tr

ETFs
-925
- 5.9%
$70.09 - $78.74 $64.8K - $72.8K
14.8K $1.15M
YUM
Yum Brands Inc

Consumer Cyclical
-94
- 2.38%
$125.95 - $139.96 $11.8K - $13.2K
3.85K $538K
TFC
Truist Financial Corp

Financial Services
-290
- 4.02%
$38.22 - $44.94 $11.1K - $13K
6.93K $296K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-239
- 1.97%
$71.45 - $75.64 $17.1K - $18.1K
11.9K $891K
CI
Cigna Corp

Healthcare
-40
- 1.92%
$319.12 - $367.1 $12.8K - $14.7K
2.04K $708K
SNA
Snap On Inc

Industrials
-6
- 0.76%
$255.35 - $289.77 $1.53K - $1.74K
788 $228K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-7
- 0.24%
$87.56 - $95.49 $613 - $668
2.9K $276K
DLR
Digital Realty Trust, Inc.

Real Estate
-3
- 0.13%
$144.47 - $162.98 $433 - $489
2.24K $362K
MET
Metlife Inc

Financial Services
-546
- 9.95%
$67.96 - $82.48 $37.1K - $45K
4.94K $407K
TD
Toronto Dominion Bank

Financial Services
-157
- 3.68%
$54.54 - $64.56 $8.56K - $10.1K
4.11K $260K
FVD
First Tr Value Line Divid Inde

ETFs
-71
- 1.11%
$40.45 - $45.49 $2.87K - $3.23K
6.3K $286K
HDV
Ishares Core High Dividend ETF

ETFs
-264
- 4.03%
$107.62 - $118.76 $28.4K - $31.4K
6.28K $738K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-312
- 2.01%
$84.81 - $93.54 $26.5K - $29.2K
15.2K $1.4M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-125
- 0.68%
$31.95 - $35.87 $3.99K - $4.48K
18.3K $648K
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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