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
HSIC
Henry Schein Inc

Healthcare
-28
- 0.7%
$63.92 - $73.22 $1.79K - $2.05K
4K $291K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-4
- 0.93%
$1015.62 - $1159.62 $4.06K - $4.64K
424 $488K
EBAY
Ebay Inc

Consumer Cyclical
-178
- 4.17%
$52.61 - $65.44 $9.36K - $11.6K
4.09K $266K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-318
- 4.57%
$95.81 - $109.03 $30.5K - $34.7K
6.63K $714K
KMB
Kimberly Clark Corp

Consumer Defensive
-92
- 0.72%
$135.05 - $148.35 $12.4K - $13.6K
12.7K $1.81M
KEY
Keycorp

Financial Services
-649
- 3.34%
$13.95 - $17.34 $9.05K - $11.3K
18.8K $315K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-347
- 4.39%
$127.29 - $141.5 $44.2K - $49.1K
7.56K $1.05M
FDS
Factset Research Systems Inc

Financial Services
-17
- 1.77%
$397.04 - $469.48 $6.75K - $7.98K
942 $433K
DD
Du Pont De Nemours, Inc.

Basic Materials
-149
- 2.32%
$77.22 - $89.49 $11.5K - $13.3K
6.29K $560K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-111
- 0.45%
$26.69 - $29.87 $2.96K - $3.32K
24.6K $714K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-147
- 2.14%
$82.38 - $93.84 $12.1K - $13.8K
6.72K $620K
SBAC
Sba Communications Corp

Real Estate
-1
- 0.08%
$189.0 - $245.01 $189 - $245
1.25K $301K
CLX
Clorox CO

Consumer Defensive
-2
- 0.09%
$131.73 - $166.97 $263 - $334
2.13K $347K
EEM
Ishares Msci Emerging Markets

ETFs
-865
- 2.94%
$40.42 - $46.7 $35K - $40.4K
28.5K $1.31M
GLD
Spdr Gold Trust

ETFs
-9
- 0.4%
$215.56 - $246.98 $1.94K - $2.22K
2.23K $541K
VCR
Vanguard Consumer Discretionar

ETFs
-683
- 6.55%
$291.88 - $341.94 $199K - $234K
9.74K $3.32M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-235
- 2.54%
$111.9 - $124.28 $26.3K - $29.2K
9.01K $1.11M
AMT
American Tower Corp

Real Estate
-443
- 10.06%
$192.27 - $242.73 $85.2K - $108K
3.96K $921K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-179
- 1.04%
$434.77 - $502.96 $77.8K - $90K
17.1K $8.33M
STWD
Starwood Property Trust, Inc.

Real Estate
-273
- 0.55%
$18.75 - $21.11 $5.12K - $5.76K
49.7K $1.01M
FYX
First Tr Small Cap Core Alphad

ETFs
-52
- 0.64%
$89.32 - $100.62 $4.64K - $5.23K
8.06K $802K
T
At&T Inc.

Communication Services
-394
- 1.46%
$18.21 - $22.28 $7.17K - $8.78K
26.6K $584K
PAYX
Paychex Inc

Industrials
-576
- 5.85%
$116.17 - $135.19 $66.9K - $77.9K
9.27K $1.24M
VEA
Vanguard Ftse Developed Market

ETFs
-862
- 2.38%
$47.6 - $53.31 $41K - $46K
35.4K $1.87M
IRM
Iron Mountain Inc

Real Estate
-20
- 0.73%
$89.69 - $119.32 $1.79K - $2.39K
2.73K $324K
FBT
First Trust Nyse Arca Biotechn

ETFs
-98
- 1.86%
$152.39 - $172.91 $14.9K - $16.9K
5.17K $888K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-847
- 5.39%
$162.83 - $179.16 $138K - $152K
14.9K $2.67M
ITW
Illinois Tool Works Inc

Industrials
-238
- 3.98%
$233.14 - $263.97 $55.5K - $62.8K
5.75K $1.51M
GWW
W.W. Grainger, Inc.

Industrials
-12
- 1.62%
$896.19 - $1044.18 $10.8K - $12.5K
729 $757K
ZTS
Zoetis Inc.

Healthcare
-663
- 6.65%
$172.58 - $196.48 $114K - $130K
9.31K $1.82M
D
Dominion Energy, Inc

Utilities
-268
- 2.21%
$48.01 - $58.53 $12.9K - $15.7K
11.9K $686K
VTV
Vanguard Value ETF

ETFs
-188
- 2.15%
$159.75 - $174.57 $30K - $32.8K
8.56K $1.49M
HWM
Howmet Aerospace Inc.

Industrials
-22
- 0.54%
$77.3 - $100.22 $1.7K - $2.2K
4.07K $408K
GRMN
Garmin LTD

Technology
-301
- 2.62%
$161.1 - $183.29 $48.5K - $55.2K
11.2K $1.97M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-715
- 5.22%
$125.95 - $142.04 $90.1K - $102K
13K $1.84M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.72K
- 14.06%
$57.22 - $80.08 $98.1K - $137K
10.5K $818K
CL
Colgate Palmolive CO

Consumer Defensive
-444
- 1.81%
$95.54 - $108.77 $42.4K - $48.3K
24.1K $2.5M
DEO
Diageo PLC

Consumer Defensive
-97
- 1.02%
$120.02 - $140.77 $11.6K - $13.7K
9.43K $1.32M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-170
- 0.62%
$45.78 - $51.72 $7.78K - $8.79K
27.3K $1.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-83
- 0.51%
$64.35 - $75.71 $5.34K - $6.28K
16.1K $1.19M
RPM
Rpm International Inc

Basic Materials
-15
- 0.15%
$103.91 - $125.03 $1.56K - $1.88K
9.83K $1.19M
HBAN
Huntington Bancshares Inc

Financial Services
-863
- 0.9%
$12.84 - $15.15 $11.1K - $13.1K
95.2K $1.4M
SBUX
Starbucks Corp

Consumer Cyclical
-1.42K
- 9.93%
$72.51 - $98.6 $103K - $140K
12.8K $1.25M
SPGI
S&P Global Inc.

Financial Services
-41
- 1.65%
$446.32 - $527.38 $18.3K - $21.6K
2.45K $1.27M
GIS
General Mills Inc

Consumer Defensive
-228
- 1.28%
$62.5 - $75.15 $14.3K - $17.1K
17.6K $1.3M
DOW
Dow Inc.

Basic Materials
-220
- 0.16%
$50.15 - $55.41 $11K - $12.2K
136K $7.43M
ACN
Accenture PLC

Technology
-327
- 5.1%
$295.44 - $355.81 $96.6K - $116K
6.09K $2.15M
LHX
L3 Harris Technologies, Inc.

Industrials
-631
- 2.34%
$221.96 - $243.27 $140K - $154K
26.4K $6.28M
PFE
Pfizer Inc

Healthcare
-2.36K
- 0.8%
$27.7 - $31.39 $65.2K - $73.9K
292K $8.46M
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
Track This Portfolio

Track Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email