Loni Adams

@Daymark Wealth Partners, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$2.366B

Total holdings493

Assets growth rate0.18%

Assets growth rate (2-Q avg)4.28%

Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Daymark Wealth Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 493 positions.

Assets under management

The assets under management (AUM) of Daymark Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.366B in assets, with a quarterly growth rate of 0.18% and a 2-quarter average growth rate of 4.28%. The portfolio is managed by Loni Adams, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	0.41%	$9.505M 9,272 shares@ $1025.13 avg price	New Position
AVUVAmerican Centy Etf Tr Recent Activity New Position	0.34%	$7.841M 81,226 shares@ $96.53 avg price	New Position
DBEFDbx Etf Tr Recent Activity New Position	0.05%	$1.169M 28,233 shares@ $41.4 avg price	New Position
BOCTInnovator Etfs Trust Recent Activity New Position	0.05%	$1.141M 26,397 shares@ $43.23 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.05%	$1.076M 14,896 shares@ $72.23 avg price	New Position
EFGIshares Tr Recent Activity New Position	0.03%	$506,555 5,231 shares@ $96.84 avg price	New Position
BSVVanguard Bd Index Fds Recent Activity New Position	0.03%	$499,339 6,462 shares@ $77.28 avg price	New Position
MSTRMicrostrategy Inc Recent Activity New Position	0.02%	$467,986 1,616 shares@ $289.6 avg price	New Position
KRESpdr Ser Tr Recent Activity New Position	0.02%	$380,472 6,304 shares@ $60.36 avg price	New Position
LNCLincoln Natl Corp Ind Recent Activity New Position	0.02%	$323,860 10,213 shares@ $31.72 avg price	New Position