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CIK: 0001956824
Total reported value
$4.1B
$4.1B
498 檔
13.2%
The Q1 2025 SEC filing reveals that Daymark Wealth Partners, LLC held a total portfolio value of $4.1B, covering 498 public equity positions.
During Q1 2025, 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 498 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.30% | -0.38% | -14.38% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.87% | -0.22% | -2.58% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.86% | -0.51% | -23.46% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.56% | -0.26% | -18.85% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.70% | +0.05% | +2.67% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.67% | -0.03% | -28.12% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.12% | +0.32% | -27.23% | |
| 8 | PGR | Progressive CORP | Stock-Financials | 2.10% | -0.16% | -0.59% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.97% | +0.01% | +1.63% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 1.92% | -0.34% | -39.81% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.41% | +0.02% | -36.32% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.28% | +0.21% | -51.27% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.25% | -1.34% | EXIT | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.15% | -0.07% | -48.42% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | +0.05% | -60.88% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | +0.06% | +1.50% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | +0.19% | +10.22% | |
| 18 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.03% | -0.30% | +18.68% | |
| 19 | FTNT | Fortinet Inc | Stock-Tech | 1.03% | +0.02% | -0.21% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.08% | +0.29% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.00% | -0.25% | -0.05% | |
| 22 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.00% | -0.20% | -4.12% | |
| 23 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-Other | 0.95% | -0.01% | +7.91% | |
| 24 | USB | US Bancorp | Stock-Financials | 0.95% | -0.09% | -4.06% | |
| 25 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.90% | +0.01% | — | |
| 26 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 0.88% | -0.03% | -0.13% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | -0.08% | -3.89% | |
| 28 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.84% | +0.57% | +59.64% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.83% | +0.06% | -0.01% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.82% | -0.07% | -59.38% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.80% | +0.19% | -23.43% | |
| 32 | MMM | 3m Co | Stock-Industrials | 0.75% | -0.07% | -50.23% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.72% | -0.06% | +4.53% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | +0.22% | +1.46% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.27% | -0.45% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.70% | -0.05% | -77.64% | |
| 37 | PWR | Quanta Services Inc | Stock-Industrials | 0.67% | -0.01% | +390.10% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.13% | -51.11% | |
| 39 | NCPB | Nuveen Core Plus Bond ETF | ETF-Other | 0.66% | -0.05% | +11.97% | |
| 40 | KEL | Kellanova | Stock-Other | 0.65% | — | -0.03% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.63% | -0.09% | +0.53% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.62% | -0.06% | +2.36% | |
| 43 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.60% | -0.02% | +33.04% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | +0.01% | -0.07% | |
| 45 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.54% | -0.05% | -6.01% | |
| 46 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.51% | -0.02% | -10.14% | |
| 47 | CGGR | Cap Group Growth Equity | ETF-Other | 0.46% | -0.01% | +37.37% | |
| 48 | PSX | Phillips 66 | Stock-Energy | 0.44% | -0.14% | +0.14% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.08% | -19.60% | |
| 50 | PNC | Pnc Financial Services Group | Stock-Financials | 0.43% | -0.06% | +356.25% |
According to official SEC Form 13F filings, Daymark Wealth Partners, LLC reported a total U.S. public equity portfolio value of $4.1B across 498 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 13.2% of total reported equity market value during Q1 2025.
During Q1 2025, Daymark Wealth Partners, LLC's top holdings by market value included AAPL (7.3%)、NVDA (4.9%)、MSFT (4.9%). The largest single position, AAPL, represented 7.3% of total portfolio value.
In Q1 2025, 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.
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