DayMark Wealth Partners, LLC Boosts Apple Holdings in Latest 13F Filing
DayMark Wealth Partners, LLC Boosts Apple Holdings in Latest 13F Filing
DayMark Wealth Partners, LLC has made a notable move in its latest SEC 13F filing by increasing its position in Apple Inc. (NASDAQ: AAPL). The wealth management firm reported a purchase of 76,090 additional shares, bringing its total Apple stake to a market value of $214.73 million. This adjustment underscores Apple’s importance in DayMark's portfolio, now accounting for 9.26% of its total holdings.
A Closer Look at the Trade
The firm's increased Apple holdings reflect a strategic decision to bolster its exposure to the technology sector, particularly within the computer industry. Despite the significant share addition, the percentage change in the position size remained flat at 0.0%, indicating that this move was likely part of a broader rebalancing effort rather than a shift in conviction. DayMark Wealth Partners, LLC now holds approximately 0.01% of Apple’s total outstanding shares.
Why Is DayMark Wealth Partners Adjusting Its Position in Apple?
Apple remains a cornerstone in the technology sector, with its dominance in hardware, software, and services. Institutional investors like DayMark Wealth Partners may view the stock as a reliable growth and income generator, especially amid ongoing innovation in products such as the iPhone, Mac, and services like Apple Pay and iCloud. This strategic buy could be aimed at capitalizing on Apple’s continued market leadership and robust financial performance.
How Much of Apple Does DayMark Wealth Partners Own?
As of this filing, DayMark Wealth Partners owns a market value of $214.73 million in Apple shares, representing 0.01% of the company’s total outstanding shares. This position highlights the firm’s confidence in Apple’s long-term prospects while maintaining a diversified portfolio.
Portfolio Impact
With this increase, Apple now constitutes 9.26% of DayMark Wealth Partners’ portfolio, solidifying its position as a key holding. This move may signal a bullish outlook on the tech giant’s future performance and its ability to drive portfolio returns.
For more insights into DayMark Wealth Partners, LLC’s investment strategy and portfolio composition, view DayMark Wealth Partners, LLC’s full real-time portfolio and historical 13F data here.