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Loni Adams

@Daymark Wealth Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$2.366BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
4664⤦J P Morgan Exchange Traded F
Recent Activity
Exited
0%
$3.211M
65,955 shares@ $48.69 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.248M
1,529 shares@ $815.94 avg price
ADMArcher Daniels Midland Co
Recent Activity
Exited
0%
$870,923
14,579 shares@ $59.74 avg price
BAPRInnovator Etfs Trust
Recent Activity
Exited
0%
$856,167
19,741 shares@ $43.37 avg price
VIOVVanguard Admiral Fds Inc
Recent Activity
Exited
0%
$620,869
6,715 shares@ $92.47 avg price
VTRSViatris Inc
Recent Activity
Exited
0%
$600,712
51,741 shares@ $11.61 avg price
HUMHumana Inc
Recent Activity
Exited
0%
$590,720
1,865 shares@ $316.74 avg price
ORLYOreilly Automotive Inc
Recent Activity
Exited
0%
$488,278
424 shares@ $1151.6 avg price
AZNAstrazeneca Plc
Recent Activity
Exited
0%
$461,552
5,924 shares@ $77.92 avg price
TECKTeck Resources Ltd
Recent Activity
Exited
0%
$458,367
8,774 shares@ $52.25 avg price