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Home > Institutional Investor > Daymark Wealth Partners, Llc > Profile

Instuitional Investor - Daymark Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Daymark Wealth Partners, Llc
Portfolio Value $2,366,486,857
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 893,599 $189,853,951 8.02%
2.
Nvidia Corp
 NVDA 1,073,504 $144,160,828 6.09%
3.
Microsoft Corp
 MSFT 393,473 $125,901,478 5.32%
4.
Procter & Gamble Co
 PG 598,986 $80,588,673 3.4%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 132,129 $71,192,546 3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)