Daymark Wealth Partners, LLC

Filing Details

13F-HR/A • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
498
Total Value
2327092259
Accession Number
0001956824-25-000005
Form Type
13F-HR/A
CIK
0001956824
Manager Name
Daymark Wealth Partners, LLC
Data Enrichment
76% identified
377 identified121 unidentified

Holdings

498 positions
Manager:
SEC
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Page 1 of 25
Apple Inc.
AAPL|037833100
Shares:
765143(-14.4%)
Value:
$170.0B(-10.5%)
NVIDIA CORP
NVDA|67066G104
Shares:
1045788(-2.6%)
Value:
$113.3B(-21.4%)
MICROSOFT CORP
MSFT|594918104
Shares:
301181(-23.4%)
Value:
$113.1B(-10.2%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
486093(-18.8%)
Value:
$82.8B(+2.8%)
AMAZON COM INC
AMZN|023135106
Shares:
330177(+2.7%)
Value:
$62.8B(-11.0%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
253331(-28.1%)
Value:
$62.1B(+2.5%)
922908363
VOO|922908363
Shares:
96145(-27.2%)
Value:
$49.4B(-30.6%)
PROGRESSIVE CORP/OH/
PGR|743315103
Shares:
172953(-0.6%)
Value:
$48.9B(+17.4%)
Alphabet Inc.
GOOGL|02079K305
Shares:
295741(+1.6%)
Value:
$45.7B(-17.0%)
AMGEN INC
AMGN|031162100
Shares:
143760(-39.8%)
Value:
$44.8B(+21.7%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
197431(-36.3%)
Value:
$32.7B(+18.0%)
VISA INC.
V|92826C839
Shares:
84858(-51.3%)
Value:
$29.7B(+26.4%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
244549(-0.4%)
Value:
$29.1B(+10.1%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
107656(-48.4%)
Value:
$26.8B(+11.5%)
HOME DEPOT, INC.
HD|437076102
Shares:
70500(-60.9%)
Value:
$25.8B(-5.8%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
48090(+1.5%)
Value:
$25.6B(+19.3%)
Broadcom Inc.
AVGO|11135F101
Shares:
149218(+10.2%)
Value:
$25.0B(-20.4%)
46654Q609
46654Q609
Shares:
324957(+18.7%)
Value:
$24.0B(+8.1%)
Fortinet, Inc.
FTNT|34959E109
Shares:
248646(-0.2%)
Value:
$23.9B(+1.7%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
25291(+0.3%)
Value:
$23.9B(+3.5%)