Assetmark, Inc Incresed Positions in Q1 2025

Assetmark, Inc

  • $36.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.85K
+ 293.03%
$28.55 - $29.09 $52.8K - $53.8K
2.48K $71K
D
Dominion Energy, Inc

Utilities
116
+ 0.56%
$52.85 - $57.43 $6.13K - $6.66K
20.8K $1.16M
MASI
Masimo Corp

Healthcare
300
+ 25.73%
$163.55 - $190.63 $49.1K - $57.2K
1.47K $244K
IMCR
Immunocore Holdings PLC

Healthcare
1.54K
+ 4.78%
$28.21 - $33.0 $43.4K - $50.8K
33.7K $1M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
504
+ 1400.0%
$97.76 - $107.35 $49.3K - $54.1K
540 $54K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.75K
+ 14.8%
$73.27 - $96.21 $201K - $264K
21.3K $1.56M
EMGF
Ishares Msci Emerging Markets

ETFs
938
+ 23.75%
$44.18 - $48.23 $41.4K - $45.2K
4.89K $228K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
3.45K
+ 1368.65%
$14.03 - $17.33 $48.4K - $59.8K
3.7K $54K
ANSS
Ansys Inc

Technology
163
+ 130.4%
$316.56 - $360.36 $51.6K - $58.7K
288 $91K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.24K
+ 72.94%
$20.2 - $22.24 $45.1K - $49.7K
5.3K $113K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.92K
+ 114.0%
$24.66 - $26.1 $47.4K - $50.2K
3.61K $90K
CYTK
Cytokinetics Inc

Healthcare
1.15K
+ 11510.0%
$40.19 - $51.12 $46.3K - $58.8K
1.16K $46K
HLNE
Hamilton Lane Inc

Financial Services
265
+ 2.64%
$137.87 - $170.18 $36.5K - $45.1K
10.3K $1.53M
PFG
Principal Financial Group Inc

Financial Services
376
+ 18.78%
$76.34 - $89.04 $28.7K - $33.5K
2.38K $200K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
577
+ 1131.37%
$78.0 - $84.37 $45K - $48.7K
628 $50K
BRX
Brixmor Property Group Inc.

Real Estate
1.99K
+ 6.99%
N/A
30.4K $690K
CRL
Charles River Laboratories International, Inc.

Healthcare
2.51K
+ 25.68%
$150.52 - $190.14 $378K - $477K
12.3K $1.85M
CHWY
Chewy, Inc.

Consumer Cyclical
3.23K
+ 5.34%
$31.83 - $39.8 $103K - $128K
63.7K $2.07M
HIW
Highwoods Properties, Inc.

Real Estate
2.91K
+ 6.65%
$27.69 - $30.78 $80.5K - $89.4K
46.6K $1.38M
KMI
Kinder Morgan, Inc.

Energy
1.28K
+ 17.45%
$26.1 - $31.22 $33.5K - $40.1K
8.63K $246K
PRDO
Perdoceo Education Corp

Consumer Defensive
7.16K
+ 6.82%
$24.21 - $29.15 $173K - $209K
112K $2.82M
CRWD
Crowd Strike Holdings, Inc.

Technology
109
+ 20.88%
$308.86 - $455.36 $33.7K - $49.6K
631 $222K
ET
Energy Transfer LP

Energy
2.86K
+ 32.59%
$17.26 - $21.08 $49.3K - $60.2K
11.6K $215K
EQR
Equity Residential

Real Estate
629
+ 8.08%
$66.98 - $75.02 $42.1K - $47.2K
8.42K $602K
FVAL
Fidelity Covington Tr Value Fa

ETFs
814
+ 29.63%
$58.79 - $65.0 $47.9K - $52.9K
3.56K $212K
CCJ
Cameco Corp

Energy
1.81K
+ 59.53%
$40.64 - $56.86 $73.6K - $103K
4.85K $199K
GQRE
Flexshares Tr Global Quality R

ETFs
692
+ 34.48%
$54.82 - $59.44 $37.9K - $41.1K
2.7K $156K
INTF
Ishares Tr

ETFs
1.29K
+ 129.45%
$28.43 - $31.96 $36.6K - $41.2K
2.28K $70K
POWL
Powell Industries Inc

Industrials
3.62K
+ 32.34%
$155.56 - $311.38 $562K - $1.13M
14.8K $2.52M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
4.75K
+ 14.29%
$31.17 - $40.0 $148K - $190K
38K $1.24M
SBAC
Sba Communications Corp

Real Estate
144
+ 25.13%
$192.76 - $224.91 $27.8K - $32.4K
717 $157K
SYY
Sysco Corp

Consumer Defensive
586
+ 34.35%
$70.0 - $77.13 $41K - $45.2K
2.29K $171K
VLO
Valero Energy Corp

Energy
220
+ 17.32%
$121.76 - $142.99 $26.8K - $31.5K
1.49K $196K
GPN
Global Payments Inc

Industrials
948
+ 24.61%
$92.18 - $113.03 $87.4K - $107K
4.8K $470K
IGOV
Ishares 1 3 International Trea

ETFs
977
+ 76.33%
$37.39 - $39.79 $36.5K - $38.9K
2.26K $88K
NOK
Nokia Corp

Technology
7.29K
+ 763.73%
$4.43 - $5.42 $32.3K - $39.5K
8.24K $43K
AMH
American Homes 4 Rent

Real Estate
972
+ 70.18%
$34.43 - $37.81 $33.5K - $36.8K
2.36K $89K
DFIV
Dimensional ETF Tr

ETFs
785
+ 39.17%
$35.33 - $40.77 $27.7K - $32K
2.79K $109K
F
Ford Motor CO

Consumer Cyclical
3.65K
+ 51.92%
$9.12 - $10.43 $33.3K - $38K
10.7K $107K
LTC
Ltc Properties Inc

Real Estate
735
+ 5.56%
$33.46 - $36.14 $24.6K - $26.6K
13.9K $494K
OKE
Oneok Inc

Energy
393
+ 21.76%
$89.57 - $109.85 $35.2K - $43.2K
2.2K $218K
IWS
Ishares Russell Midcap Value E

ETFs
415
+ 8.85%
$122.59 - $135.24 $50.9K - $56.1K
5.1K $642K
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
757
+ 1610.64%
$48.0 - $54.24 $36.3K - $41.1K
804 $38K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
430
+ 597.22%
$78.97 - $85.82 $34K - $36.9K
502 $41K
LNT
Alliant Energy Corp

Utilities
81
+ 1.44%
$56.66 - $66.04 $4.59K - $5.35K
5.71K $367K
PSX
Phillips 66

Energy
49
+ 1.62%
$113.93 - $131.55 $5.58K - $6.45K
3.07K $379K
IOT
Samsara Inc.

Technology
2.31K
+ 23.25%
$34.06 - $60.96 $78.5K - $141K
12.2K $468K
LAD
Lithia Motors Inc

Consumer Cyclical
401
+ 30.61%
$285.59 - $385.71 $115K - $155K
1.71K $502K
DRI
Darden Restaurants Inc

Consumer Cyclical
22
+ 1.63%
$180.02 - $208.56 $3.96K - $4.59K
1.37K $285K
Activity Summary
Buys All Purchases 1381 New Holdings 219 Increased Positions 1162 Sells All Sells 830 Reductions 828 Sold out 2 Options Calls 0 Puts 0
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