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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
CVXChevron Corp New
Recent Activity
Decreased -1.56%
0.57%
$13.362M
189,580 shares@ $70.49 avg price
WMTWalmart Inc
Recent Activity
Decreased -2.58%
0.56%
$13.172M
145,787 shares@ $90.36 avg price
PEPPepsico Inc
Recent Activity
Decreased -2.36%
0.54%
$12.695M
83,487 shares@ $152.07 avg price
TLHIshares Tr
Recent Activity
Increased 13.88%
0.54%
$12.602M
126,605 shares@ $99.54 avg price
TSLATesla Inc
Recent Activity
Decreased -6%
0.51%
$12.034M
29,800 shares@ $403.84 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 5.58%
0.51%
$12.015M
260,807 shares@ $46.08 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
Decreased -5.85%
0.44%
$10.401M
228,000 shares@ $45.62 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.56%
0.44%
$10.372M
223,055 shares@ $46.5 avg price
BBHYJ P Morgan Exchange Traded F
Recent Activity
Decreased -11.97%
0.42%
$9.907M
214,997 shares@ $46.09 avg price
IWMIshares Tr
Recent Activity
Decreased -1.02%
0.42%
$9.834M
44,507 shares@ $220.97 avg price