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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
LINLinde Plc
Recent Activity
Decreased -2.57%
0.12%
$2.757M
6,586 shares@ $418.67 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -69.89%
0.12%
$2.748M
21,794 shares@ $126.1 avg price
ADPAutomatic Data Processing Inc
Recent Activity
Decreased -2.11%
0.12%
$2.668M
9,115 shares@ $292.72 avg price
VCTRVictory Cap Hldgs Inc
Recent Activity
Decreased -1.29%
0.11%
$2.487M
38,000 shares@ $65.46 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -15.2%
0.11%
$2.486M
7,266 shares@ $342.14 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -0.86%
0.11%
$2.418M
12,536 shares@ $192.85 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -7.32%
0.11%
$2.416M
13,785 shares@ $175.24 avg price
CMICummins Inc
Recent Activity
Decreased -2.36%
0.11%
$2.403M
6,894 shares@ $348.59 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -86.38%
0.11%
$2.394M
54,402 shares@ $44.02 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -3.78%
0.1%
$2.273M
8,628 shares@ $263.49 avg price