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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
AAPLApple Inc
Recent Activity
Decreased -0.39%
8.03%
$189.854M
893,599 shares@ $212.46 avg price
NVDANvidia Corporation
Recent Activity
Decreased -2.45%
6.1%
$144.161M
1.074M shares@ $134.29 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.28%
5.33%
$125.901M
393,473 shares@ $319.98 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.22%
3.41%
$80.589M
598,986 shares@ $134.55 avg price
VOOVanguard Index Fds
Recent Activity
Increased 6.88%
3.01%
$71.193M
132,129 shares@ $538.82 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -22.25%
2.99%
$70.554M
321,591 shares@ $219.39 avg price
JPMJpmorgan Chase & Co
Recent Activity
Increased 0.13%
2.57%
$60.612M
352,440 shares@ $171.98 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.44%
2.33%
$55.086M
290,997 shares@ $189.31 avg price
PGRProgressive Corp
Recent Activity
Decreased -1.24%
1.77%
$41.686M
173,974 shares@ $239.62 avg price
AMGNAmgen Inc
Recent Activity
Increased 3.33%
1.56%
$36.811M
238,856 shares@ $154.12 avg price