Daymark Wealth Partners, LLC Sells in Q4 2025

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.72K
- 49.1%
$110.25 - $112.92 $299K - $307K
2.82K $310K
KMB
Kimberly Clark Corp

Consumer Defensive
-231
- 1.68%
$100.05 - $123.23 $23.1K - $28.5K
13.5K $1.41M
CG
Carlyle Group Inc.

Financial Services
-1.44K
- 6.57%
$51.16 - $63.48 $73.7K - $91.5K
20.5K $1.09M
CHKP
Check Point Software Technologies LTD

Technology
-966
- 10.97%
$188.36 - $204.97 $182K - $198K
7.84K $1.55M
PM
Philip Morris International Inc.

Consumer Defensive
-44
- 0.16%
$144.33 - $160.86 $6.35K - $7.08K
27.6K $4.22M
SJM
J M Smucker CO

Consumer Defensive
-2.74K
- 3.6%
$101.21 - $110.3 $277K - $302K
73.2K $7.99M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3K
- 22.69%
$82.69 - $83.12 $248K - $249K
10.2K $846K
PAYX
Paychex Inc

Industrials
-1.01K
- 10.84%
$111.08 - $128.59 $112K - $130K
8.3K $930K
IONQ
Ion Q, Inc.

Technology
-2K
- 18.83%
$45.4 - $82.09 $90.7K - $164K
8.61K $406K
ZTS
Zoetis Inc.

Healthcare
-183
- 2.26%
$118.8 - $147.53 $21.7K - $27K
7.91K $939K
VTV
Vanguard Value ETF

ETFs
-1.24K
- 12.09%
$182.87 - $189.72 $226K - $234K
8.99K $1.68M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-2.14K
- 15.39%
$93.11 - $97.9 $199K - $210K
11.8K $1.11M
CTAS
Cintas Corp

Industrials
-16
- 0.14%
$182.04 - $203.64 $2.91K - $3.26K
11.5K $2.15M
VCR
Vanguard Consumer Discretionar

ETFs
-327
- 5.83%
$376.54 - $399.33 $123K - $131K
5.29K $2.01M
NKE
Nike, Inc.

Consumer Cyclical
-2.01K
- 16.41%
$60.8 - $74.57 $122K - $150K
10.3K $644K
STWD
Starwood Property Trust, Inc.

Real Estate
-6.57K
- 11.03%
$17.83 - $19.47 $117K - $128K
53K $944K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-3.49K
- 41.44%
$52.76 - $53.18 $184K - $186K
4.93K $260K
DEO
Diageo PLC

Consumer Defensive
-1.76K
- 21.07%
$87.26 - $98.67 $153K - $173K
6.58K $611K
SCHW
Schwab Charles Corp

Financial Services
-96
- 0.19%
$91.91 - $97.71 $8.82K - $9.38K
49.4K $4.54M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.23K
- 7.44%
$55.57 - $63.17 $68.1K - $77.4K
15.3K $847K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-867
- 17.82%
$219.27 - $238.71 $190K - $207K
4K $901K
VGT
Vanguard Information Technolog

ETFs
-303
- 5.43%
$736.33 - $801.52 $223K - $243K
5.28K $3.99M
VCTR
Victory Capital Holdings, Inc.

Financial Services
-1.99K
- 5.82%
$61.21 - $69.07 $122K - $137K
32.2K $2.04M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-14.3K
- 48.39%
$11.35 - $11.74 $162K - $168K
15.2K $173K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.5K
- 3.7%
$118.29 - $126.28 $177K - $189K
38.9K $4.71M
NSC
Norfolk Southern Corp

Industrials
-69
- 0.84%
$279.53 - $300.15 $19.3K - $20.7K
8.14K $2.31M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-84
- 0.82%
$577.77 - $604.78 $48.5K - $50.8K
10.2K $5.99M
CBT
Cabot Corp

Basic Materials
-993
- 16.16%
$59.33 - $75.6 $58.9K - $75.1K
5.15K $317K
SPGI
S&P Global Inc.

Financial Services
-315
- 11.13%
$472.05 - $502.96 $149K - $158K
2.51K $1.23M
PLTR
Palantir Technologies Inc.

Technology
-206
- 1.59%
$172.14 - $207.18 $35.5K - $42.7K
12.8K $2.23M
GE
General Electric CO

Industrials
-393
- 1.45%
$291.49 - $314.28 $115K - $124K
26.7K $8M
UBER
Uber Technologies, Inc

Technology
-86
- 0.42%
$91.62 - $100.1 $7.88K - $8.61K
20.3K $1.86M
ITW
Illinois Tool Works Inc

Industrials
-43
- 0.58%
$242.03 - $260.73 $10.4K - $11.2K
7.35K $1.79M
JHMD
John Hancock ETF Tr Multifacto

ETFs
-3.64K
- 22.1%
$39.34 - $41.27 $143K - $150K
12.8K $524K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-950
- 10.16%
$142.79 - $150.05 $136K - $143K
8.4K $1.23M
BAC
Bank Of America Corp

Financial Services
-2.39K
- 4.3%
$48.65 - $54.11 $116K - $130K
53.3K $2.75M
HOOD
Robinhood Markets, Inc.

Technology
-1
- 0.02%
$121.53 - $152.46 $122 - $152
5.65K $691K
FYX
First Tr Small Cap Core Alphad

ETFs
-954
- 11.77%
$105.19 - $112.13 $100K - $107K
7.15K $769K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-6.47K
- 47.77%
$17.1 - $23.05 $111K - $149K
7.07K $162K
CMCSA
Comcast Corp

Communication Services
-1.24K
- 7.76%
$26.98 - $31.09 $33.5K - $38.6K
14.7K $401K
TDIV
First Trust Nasdaq Technology

ETFs
-620
- 5.05%
$96.0 - $102.5 $59.5K - $63.6K
11.7K $1.12M
VOX
Vanguard Communication Service

ETFs
-366
- 11.11%
$180.26 - $190.8 $66K - $69.8K
2.93K $527K
VBR
Vanguard Small Cap Value ETF

ETFs
-410
- 20.08%
$201.42 - $211.15 $82.6K - $86.6K
1.63K $335K
AMT
American Tower Corp

Real Estate
-281
- 9.04%
$176.64 - $193.32 $49.6K - $54.3K
2.83K $510K
URI
United Rentals, Inc.

Industrials
-2
- 0.35%
$806.61 - $1020.0 $1.61K - $2.04K
565 $455K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-318
- 3.19%
$185.12 - $192.11 $58.9K - $61.1K
9.64K $1.81M
VBK
Vanguard Small Cap Growth ETF

ETFs
-239
- 11.07%
$291.71 - $309.36 $69.7K - $73.9K
1.92K $560K
WM
Waste Management Inc

Industrials
-22
- 0.34%
$196.77 - $219.98 $4.33K - $4.84K
6.44K $1.35M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-986
- 13.38%
$78.65 - $79.19 $77.5K - $78.1K
6.38K $502K
Activity Summary
Buys All Purchases 321 New Holdings 35 Increased Positions 286 Sells All Sells 226 Reductions 226 Sold out 0 Options Calls 0 Puts 0
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