DayMark Wealth Partners, LLC Increases Stake in RTX Corp: 13F Filing Update

DayMark Wealth Partners, LLC Increases Stake in RTX Corp: 13F Filing Update

In its latest SEC 13F filing, DayMark Wealth Partners, LLC reported a notable adjustment to its portfolio, increasing its stake in RTX Corp (NYSE: RTX). The firm added 5,010 shares of the defense sector giant, reflecting its bullish sentiment toward the stock. This move brings the total market value of DayMark’s RTX holdings to approximately $34.94 million, representing 1.51% of the firm’s overall portfolio.

Deep Dive into the Trade

DayMark Wealth Partners’ decision to increase its position in RTX Corp underscores confidence in the defense industry, a sector known for its resilience and strategic importance. Despite the modest 0.01% ownership of RTX’s total shares outstanding, this adjustment highlights the fund’s strategic allocation within its portfolio. The unchanged percentage position of 1.51% suggests a steady commitment to RTX, aligning with broader market trends in defense investments.

Why Is DayMark Wealth Partners Adjusting Its Position in RTX Corp?

RTX Corp, a key player in the defense industry, has been in the spotlight due to its robust pipeline of government contracts and innovative aerospace technologies. DayMark Wealth Partners’ increased stake could signal a positive outlook on the company’s future performance, particularly in light of global geopolitical tensions driving demand for defense capabilities. Investors often look to institutional moves like this as a barometer for sector confidence.

How Much of RTX Corp Does DayMark Wealth Partners Own?

With a total holding valued at $34.94 million, DayMark Wealth Partners now owns approximately 0.01% of RTX Corp’s outstanding shares. While this represents a small fraction of RTX’s market cap, it is a meaningful allocation within DayMark’s portfolio, reflecting a strategic focus on high-potential sectors.

Portfolio Impact

The increased position in RTX Corp solidifies its standing as a key component of DayMark Wealth Partners’ portfolio. At 1.51% of the total portfolio, RTX remains a significant holding, showcasing the firm’s ongoing confidence in the defense sector’s long-term growth potential.

For a detailed look at DayMark Wealth Partners, LLC’s full portfolio and historical 13F data, view their real-time portfolio here.