Assetmark, Inc Purchases in Q2 2025

Assetmark, Inc

  • $41.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Howard Hughes Holdings Inc
22
New
N/A
22 $0
HBM
Hudbay Minerals Inc.

Basic Materials
47
New
$6.09 - $10.7 $286 - $503
47 $0
Hut 8 Corp
7
New
N/A
7 $0
HCM
Hutchmed (China) LTD

Healthcare
15
New
$11.81 - $17.72 $177 - $266
15 $0
IAC
Iac/Inter Active Corp

Communication Services
9
New
$32.68 - $40.02 $294 - $360
9 $0
ICFI
Icf International, Inc.

Industrials
7
New
$78.62 - $88.51 $550 - $620
7 $0
IDT
Idt Corp

Communication Services
5
New
$46.41 - $68.62 $232 - $343
5 $0
IHS
Ihs Holding LTD

Communication Services
34
New
$4.36 - $6.28 $148 - $214
34 $0
IBRX
Immunity Bio, Inc.

Healthcare
48
New
$1.89 - $3.44 $90.7 - $165
48 $0
INFA
Informatica Inc.

Technology
32
New
$15.86 - $24.35 $508 - $779
32 $0
PNOV
Innovator U.S. Equity Power Bu
1.15K
New
N/A
1.15K $0
Innovator Etfs Trust
84
New
N/A
84 $0
IIIN
Insteel Industries Inc

Industrials
3
New
$23.76 - $37.75 $71.3 - $113
3 $0
INTR
Inter & Co, Inc.

Financial Services
20
New
$5.04 - $7.56 $101 - $151
20 $0
IBOC
International Bancshares Corp

Financial Services
2
+ 18.18%
$56.4 - $66.7 $113 - $133
13 $0
INSW
International Seaways, Inc.

Energy
6
New
$28.76 - $40.96 $173 - $246
6 $0
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
3
New
$20.16 - $23.26 $60.5 - $69.8
3 $0
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1
+ 1.23%
$18.96 - $20.43 $19 - $20.4
82 $1K
PGF
Invesco Exchange Traded Fd Tr

ETFs
14
New
$13.7 - $14.31 $192 - $200
14 $0
PID
Invesco Exchange Traded Fd Tr

ETFs
12
New
N/A
12 $0
PWB
Invesco Exchange Traded Fd Tr

ETFs
4
New
$86.24 - $117.44 $345 - $470
4 $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
113
New
N/A
113 $0
VMO
Invesco Municipal Opportunity Trust

Financial Services
4
New
$9.0 - $9.58 $36 - $38.3
4 $0
IONQ
Ion Q, Inc.

Technology
1
+ 7.14%
$20.68 - $48.04 $20.7 - $48
15 $0
IRDM
Iridium Communications Inc.

Communication Services
30
New
$21.57 - $30.17 $647 - $905
30 $0
Ishares Bitcoin Trust ETF
8.13K
+ 22.4%
N/A
44.4K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
31K
+ 31.69%
N/A
129K $0
DIVB
Ishares Tr U S Divid & Buyback

ETFs
0
New
$42.56 - $50.32 $0 - $0
0 $0
HYGW
Ishares Tr High Yield Corporat
10.9K
+ 3.88%
N/A
293K $0
Ishares Tr
17.7K
+ 182.8%
N/A
27.3K $0
ISCV
Ishares Morningstar Small Cap

ETFs
5
+ 5.75%
$51.37 - $61.54 $257 - $308
92 $5K
Ishares Tr
625
+ 0.7%
N/A
89.9K $0
IEO
Ishares Tr

ETFs
6
New
$74.87 - $95.92 $449 - $576
6 $0
NEAR
Blackrock Short Maturity Bond

ETFs
1
+ 0.81%
$50.41 - $51.17 $50.4 - $51.2
124 $6K
JJSF
J&J Snack Foods Corp

Consumer Defensive
5
New
$111.46 - $136.93 $557 - $685
5 $0
J P Morgan Exchange Traded F
1.02K
New
N/A
1.02K $0
BBAX
J P Morgan Betabuilders Develo

ETFs
3
+ 50.0%
$42.69 - $54.65 $128 - $164
9 $0
JCPB
J P Morgan Exchange Traded Fd

ETFs
6
New
$45.9 - $47.2 $275 - $283
6 $0
J P Morgan Exchange Traded F
175
+ 24.37%
N/A
893 $0
J P Morgan Exchange Traded F Mortgage Backed
270
New
N/A
270 $0
Jacobs Solutions Inc
196
+ 53.99%
N/A
559 $0
Jade Biosciences Inc Com New
1
New
N/A
1 $0
Jbs N.V. Cl A Shs
1.56K
New
N/A
1.56K $0
JBT
John Bean Technologies Corp

Industrials
5
+ 62.5%
N/A
13 $1K
Jefferson Capital Inc Com
2.32K
New
N/A
2.32K $0
YY
Joyy Inc.

Communication Services
5
New
$38.14 - $42.3 $191 - $212
5 $0
BZ
Kanzhun LTD

Industrials
46
New
$13.62 - $19.06 $627 - $877
46 $0
BEKE
Ke Holdings Inc.

Real Estate
87
+ 20.91%
$17.53 - $22.08 $1.53K - $1.92K
503 $8K
Kenvue Inc
26.5K
+ 32.14%
N/A
109K $0
Activity Summary
Buys All Purchases 2088 New Holdings 540 Increased Positions 1548 Sells All Sells 692 Reductions 691 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Assetmark, Inc Portfolio

Follow Assetmark, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email