Assetmark, Inc Incresed Positions in Q4 2024

Assetmark, Inc

  • $36.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3.01K
+ 2050.34%
$62.09 - $82.32 $187K - $248K
3.16K $211K
BA
Boeing CO

Industrials
977
+ 92.43%
$138.14 - $180.72 $135K - $177K
2.03K $360K
CARS
Cars.Com Inc.

Consumer Cyclical
9.7K
+ 17.83%
$15.18 - $20.1 $147K - $195K
64.1K $1.11M
LDOS
Leidos Holdings, Inc.

Technology
3.05K
+ 24.01%
$143.17 - $201.39 $437K - $614K
15.8K $2.27M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.02K
+ 1931.57%
$27.54 - $83.04 $221K - $666K
8.43K $233K
CINF
Cincinnati Financial Corp

Financial Services
1.34K
+ 345.62%
$132.86 - $160.16 $178K - $215K
1.73K $248K
JCI
Johnson Controls International PLC

Industrials
1.93K
+ 5.85%
$74.23 - $86.6 $143K - $167K
34.8K $2.75M
MCO
Moodys Corp

Financial Services
415
+ 20.03%
$454.04 - $500.88 $188K - $208K
2.49K $1.18M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
33
+ 2.04%
$260.53 - $404.79 $8.6K - $13.4K
1.65K $631K
TFII
Tfi International Inc.

Industrials
1.87K
+ 5.48%
$131.69 - $153.91 $247K - $288K
36K $4.87M
FPE
First Tr Pfd Secs & Income ETF

ETFs
10.6K
+ 1833.16%
$17.65 - $18.18 $187K - $193K
11.2K $198K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.09K
+ 114.48%
$90.66 - $99.46 $189K - $208K
3.91K $355K
JEF
Jefferies Financial Group Inc.

Financial Services
2.33K
+ 925.4%
$61.95 - $81.75 $144K - $191K
2.58K $202K
PAYX
Paychex Inc

Industrials
916
+ 9.38%
$135.86 - $148.73 $124K - $136K
10.7K $1.5M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
433
+ 56.97%
$417.69 - $450.94 $181K - $195K
1.19K $507K
LRN
Stride, Inc.

Consumer Defensive
1.79K
+ 11953.33%
$64.04 - $110.79 $115K - $199K
1.81K $187K
DVA
Davita Inc.

Healthcare
1.25K
+ 756.36%
$139.81 - $167.96 $174K - $210K
1.41K $211K
SE
Sea LTD

Consumer Cyclical
1.56K
+ 108.97%
$93.56 - $117.41 $145K - $183K
2.98K $316K
VDE
Vanguard Energy ETF

ETFs
1.52K
+ 31.43%
$116.67 - $136.78 $178K - $208K
6.37K $773K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
7.19K
+ 13.11%
$43.02 - $47.32 $309K - $340K
62K $2.68M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.34K
+ 3618.92%
$128.36 - $186.0 $172K - $249K
1.38K $177K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.21K
+ 356.77%
$75.22 - $82.17 $166K - $182K
2.83K $215K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
4.37K
+ 13.21%
$46.03 - $47.13 $201K - $206K
37.4K $1.73M
HSBC
Hsbc Holdings PLC

Financial Services
3.23K
+ 543.19%
$43.83 - $49.51 $142K - $160K
3.83K $189K
NWL
Newell Brands Inc.

Consumer Defensive
2.58K
+ 4.35%
$7.18 - $11.63 $18.5K - $30K
61.9K $616K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
10K
+ 114.48%
$12.27 - $15.41 $123K - $154K
18.7K $271K
BCS
Barclays PLC

Financial Services
11.9K
+ 1434.54%
$11.65 - $13.67 $138K - $162K
12.7K $168K
DUOL
Duolingo, Inc.

Technology
222
+ 10.81%
$278.75 - $373.03 $61.9K - $82.8K
2.28K $737K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
564
+ 8.53%
$180.39 - $205.43 $102K - $116K
7.18K $1.36M
RDVY
First Trust Rising Dividend Ac

ETFs
2.66K
+ 55.82%
$58.65 - $64.37 $156K - $171K
7.43K $439K
CCJ
Cameco Corp

Energy
3.04K
+ 304100.0%
$48.64 - $61.14 $148K - $186K
3.04K $156K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
36K
+ 135.59%
$22.02 - $46.16 $794K - $1.66M
62.6K $1.38M
EA
Electronic Arts Inc.

Communication Services
766
+ 5.07%
$140.69 - $167.97 $108K - $129K
15.9K $2.32M
ADP
Automatic Data Processing Inc

Industrials
338
+ 9.83%
$280.08 - $307.97 $94.7K - $104K
3.78K $1.11M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
2.86K
+ 3013.68%
$52.71 - $56.65 $151K - $162K
2.96K $159K
UBS
Ubs Group Ag

Financial Services
5.97K
+ 13.0%
$29.78 - $33.08 $178K - $198K
51.9K $1.57M
GTLS
Chart Industries Inc

Industrials
64
+ 3.02%
$119.65 - $202.35 $7.66K - $13K
2.19K $416K
RGA
Reinsurance Group Of America Inc

Financial Services
710
+ 1868.42%
$201.26 - $231.95 $143K - $165K
748 $159K
CFG
Citizens Financial Group Inc

Financial Services
2.78K
+ 30.33%
$39.92 - $48.46 $111K - $135K
12K $523K
LII
Lennox International Inc

Industrials
215
+ 6.75%
$589.36 - $678.43 $127K - $146K
3.4K $2.07M
MARB
First Tr Exchange Traded Fd Ii

ETFs
7.09K
+ 18.35%
$19.62 - $19.93 $139K - $141K
45.7K $908K
AIT
Applied Industrial Technologies Inc

Industrials
320
+ 7.9%
$220.05 - $280.49 $70.4K - $89.8K
4.37K $1.05M
ET
Energy Transfer LP

Energy
7.01K
+ 401.72%
$16.05 - $19.86 $113K - $139K
8.76K $171K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
11.6K
+ 9.61%
$21.66 - $22.69 $250K - $262K
132K $2.87M
IWY
Ishares Tr Russell 200 Growth

ETFs
599
+ 3152.63%
$216.72 - $244.71 $130K - $147K
618 $145K
PCG
Pg&E Corp

Utilities
5.21K
+ 6.01%
$19.2 - $21.63 $100K - $113K
91.9K $1.85M
SPGI
S&P Global Inc.

Financial Services
328
+ 25.27%
$480.36 - $529.17 $158K - $174K
1.63K $809K
IFRA
Ishares Tr

ETFs
3.14K
+ 19.86%
$45.94 - $51.71 $144K - $162K
18.9K $877K
ONON
On Holding Ag

Consumer Cyclical
2.2K
+ 68.59%
$46.3 - $59.54 $102K - $131K
5.4K $295K
Activity Summary
Buys All Purchases 1802 New Holdings 445 Increased Positions 1357 Sells All Sells 502 Reductions 502 Sold out 0 Options Calls 0 Puts 0
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