Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DAYMARK WEALTH PARTNERS LLC 08-14-2024 06-30-2024 496 2,179,924,240
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $162,714,098 907,902 0.01 0.01 84,076 10.21 06-30-2024
NVIDIA CORPORATION COM 2 $137,926,826 1,116,455 0.01 0.01 1,003,911 892.02 06-30-2024
MICROSOFT CORP COM 3 $132,858,994 392,044 0.01 0.01 21,688 5.86 06-30-2024
PROCTER AND GAMBLE CO COM 4 $79,094,271 597,870 0.00 0.00 7,127 1.21 06-30-2024
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