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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
MROMarathon Oil Corp
Recent Activity
Exited
0%
$246,194
9,245 shares@ $26.63 avg price
RELXRelx Plc
Recent Activity
Exited
0%
$239,434
5,045 shares@ $47.46 avg price
ABNBAirbnb Inc
Recent Activity
Exited
0%
$234,725
1,851 shares@ $126.81 avg price
ZEUSOlympic Steel Inc
Recent Activity
Exited
0%
$234,000
6,000 shares@ $39.0 avg price
TOLToll Brothers Inc
Recent Activity
Exited
0%
$228,974
1,482 shares@ $154.51 avg price
CDNSCadence Design System Inc
Recent Activity
Exited
0%
$224,955
830 shares@ $271.04 avg price
FSLRFirst Solar Inc
Recent Activity
Exited
0%
$224,496
900 shares@ $249.44 avg price
IYFIshares Tr
Recent Activity
Exited
0%
$223,016
2,146 shares@ $103.93 avg price
KLIPKraneshares Trust
Recent Activity
Exited
0%
$219,918
17,836 shares@ $12.34 avg price
IXUSIshares Tr
Recent Activity
Exited
0%
$214,817
2,958 shares@ $72.63 avg price