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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
METAMeta Platforms Inc
Recent Activity
Decreased -13.7%
0.28%
$6.461M
11,035 shares@ $585.5 avg price
STESteris Plc
Recent Activity
Increased 0.37%
0.27%
$6.235M
30,333 shares@ $205.56 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -1.33%
0.26%
$6.111M
24,760 shares@ $246.81 avg price
DISDisney Walt Co
Recent Activity
Decreased -2.96%
0.25%
$5.914M
147,262 shares@ $40.17 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 2.94%
0.25%
$5.791M
10,168 shares@ $569.57 avg price
KRKroger Co
Recent Activity
Increased 0.23%
0.24%
$5.67M
92,715 shares@ $61.15 avg price
PYLDPimco Etf Tr
Recent Activity
Increased 41.78%
0.24%
$5.643M
217,698 shares@ $25.92 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.92%
0.24%
$5.604M
94,765 shares@ $59.15 avg price
ABTAbbott Labs
Recent Activity
Decreased -1.43%
0.24%
$5.577M
49,307 shares@ $113.12 avg price
LHXL3harris Technologies Inc
Recent Activity
Increased 0.35%
0.24%
$5.568M
26,479 shares@ $210.28 avg price