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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
MRVLMarvell Technology Inc
Recent Activity
New Position
0.02%
$317,439
2,874 shares@ $110.46 avg price
JNKSpdr Ser Tr
Recent Activity
New Position
0.02%
$274,193
2,872 shares@ $95.48 avg price
NBIXNeurocrine Biosciences Inc
Recent Activity
New Position
0.02%
$243,789
1,786 shares@ $136.5 avg price
AIRRFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.01%
$234,208
3,040 shares@ $77.05 avg price
TMUST-mobile Us Inc
Recent Activity
New Position
0.01%
$209,696
950 shares@ $220.74 avg price
GRIDFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.01%
$206,602
1,731 shares@ $119.36 avg price
FDVVFidelity Covington Trust
Recent Activity
New Position
0.01%
$206,302
4,131 shares@ $49.94 avg price
CCitigroup Inc
Recent Activity
New Position
0.01%
$206,006
2,927 shares@ $70.39 avg price
DFSDiscover Finl Svcs
Recent Activity
New Position
0.01%
$202,613
1,170 shares@ $173.18 avg price
FUNSix Flags Entertainment Corp
Recent Activity
New Position
0.01%
$202,563
4,203 shares@ $48.2 avg price