13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001956824
Total reported value
$4.1B
$4.1B
493 檔
14.9%
In Q4 2024, Daymark Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $4.1B, distributed across 493 disclosed stock positions.
During Q4 2024, Daymark Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 493 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.02% | -0.38% | -0.40% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.09% | -0.22% | -2.46% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.32% | -0.51% | +0.28% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.41% | -0.26% | -0.22% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.01% | +0.32% | +6.87% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.98% | +0.05% | -22.26% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.56% | -0.03% | +0.13% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.33% | +0.01% | -0.45% | |
| 9 | PGR | Progressive CORP | Stock-Financials | 1.76% | -0.16% | -1.25% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 1.56% | -0.34% | +3.32% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.33% | +0.19% | -8.31% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | +0.02% | +3.09% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.16% | +0.05% | +0.41% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -1.34% | EXIT | |
| 15 | USB | US Bancorp | Stock-Financials | 1.10% | -0.09% | -1.50% | |
| 16 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.02% | -0.20% | +17.19% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.01% | -0.07% | -2.02% | |
| 18 | FTNT | Fortinet Inc | Stock-Tech | 0.99% | +0.02% | -1.75% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.99% | +0.21% | -0.56% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 0.99% | -0.07% | -0.09% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.08% | -0.86% | |
| 22 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.94% | -0.30% | +0.79% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | +0.06% | -3.15% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | -0.08% | +2.26% | |
| 25 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.89% | -0.01% | +7.96% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | +0.27% | -2.02% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.86% | -0.25% | +1.43% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 0.82% | +0.06% | +1.71% | |
| 29 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 0.80% | -0.03% | +8.41% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.19% | -1.50% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.73% | -0.06% | +2.93% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.71% | -0.06% | +1.87% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.71% | -0.05% | +0.41% | |
| 34 | MMM | 3m Co | Stock-Industrials | 0.65% | -0.07% | +8.98% | |
| 35 | PH | Parker Hannifin CORP | Stock-Industrials | 0.65% | -0.09% | +0.99% | |
| 36 | KEL | Kellanova | Stock-Other | 0.63% | — | -16.90% | |
| 37 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.61% | -0.05% | +123.43% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | -0.02% | +57.50% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.22% | -1.02% | |
| 40 | NCPB | Nuveen Core Plus Bond ETF | ETF-Other | 0.57% | -0.05% | +14.03% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.13% | -1.56% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | +0.01% | -2.59% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | -0.08% | -2.36% | |
| 44 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.53% | -0.02% | +13.88% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.24% | -6.00% | |
| 46 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.51% | +0.57% | +5.57% | |
| 47 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.44% | -0.02% | -5.85% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.05% | +0.56% | |
| 49 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 0.42% | +0.01% | NEW | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.42% | -0.01% | -1.03% |
According to official SEC Form 13F filings, Daymark Wealth Partners, LLC reported a total U.S. public equity portfolio value of $4.1B across 493 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 14.9% of total reported equity market value during Q4 2024.
During Q4 2024, Daymark Wealth Partners, LLC's top holdings by market value included AAPL (8.0%)、NVDA (6.1%)、MSFT (5.3%). The largest single position, AAPL, represented 8.0% of total portfolio value.
In Q4 2024, Daymark Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.