Assetmark, Inc Incresed Positions in Q1 2025

Assetmark, Inc

  • $36.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZS
Zscaler, Inc.

Technology
42
+ 63.64%
$181.66 - $216.87 $7.63K - $9.11K
108 $21K
CSGS
Csg Systems International Inc

Technology
28
+ 4.09%
$49.81 - $66.73 $1.39K - $1.87K
712 $43K
DELL
Dell Technologies Inc.

Technology
158
+ 63.71%
$90.34 - $124.66 $14.3K - $19.7K
406 $37K
DNOW
Now Inc.

Energy
143
+ 9.5%
$12.83 - $17.59 $1.83K - $2.52K
1.65K $28K
NLOK
Norton Life Lock Inc.

Technology
387
+ 10.04%
N/A
4.24K $91K
IP
International Paper CO

Consumer Cyclical
189
+ 8.87%
$49.38 - $60.09 $9.33K - $11.4K
2.32K $123K
KD
Kyndryl Holdings, Inc.

Technology
299
+ 209.09%
$31.32 - $43.45 $9.36K - $13K
442 $13K
MTCH
Match Group, Inc.

Communication Services
429
+ 14.14%
$30.08 - $36.47 $12.9K - $15.6K
3.46K $108K
FNDX
Schwab Fundamental U S Large C

ETFs
392
+ 10.4%
$23.03 - $25.01 $9.03K - $9.8K
4.16K $98K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
102
+ 226.67%
$77.91 - $92.26 $7.95K - $9.41K
147 $11K
BRO
Brown & Brown, Inc.

Financial Services
35
+ 19.44%
$100.54 - $124.4 $3.52K - $4.35K
215 $26K
CVNA
Carvana Co.

Consumer Cyclical
39
+ 97.5%
$166.52 - $285.33 $6.49K - $11.1K
79 $16K
DPZ
Dominos Pizza Inc

Consumer Cyclical
16
+ 177.78%
$402.33 - $489.71 $6.44K - $7.84K
25 $11K
EWBC
East West Bancorp Inc

Financial Services
85
+ 173.47%
$84.35 - $103.91 $7.17K - $8.83K
134 $12K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
239
+ 75.63%
$39.97 - $48.7 $9.55K - $11.6K
555 $22K
MEDP
Medpace Holdings, Inc.

Healthcare
43
+ 24.86%
$304.69 - $360.97 $13.1K - $15.5K
216 $65K
MTH
Meritage Homes Corp

Consumer Cyclical
363
+ 166.51%
$69.41 - $152.01 $25.2K - $55.2K
581 $41K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
39
+ 40.63%
$162.48 - $175.37 $6.34K - $6.84K
135 $23K
OLED
Universal Display Corp Pa

Technology
64
+ 34.22%
$139.48 - $161.59 $8.93K - $10.3K
251 $35K
XYL
Xylem Inc.

Industrials
70
+ 57.38%
$114.02 - $132.04 $7.98K - $9.24K
192 $22K
SPSB
Spdr Portfolio Short Term Corp

ETFs
106
+ 0.75%
$29.82 - $30.1 $3.16K - $3.19K
14.3K $429K
AVLV
American Centy ETF Tr Avantis
115
+ 26.87%
$63.51 - $70.42 $7.3K - $8.1K
543 $35K
AGO
Assured Guaranty LTD

Financial Services
89
+ 15.72%
$82.9 - $95.47 $7.38K - $8.5K
655 $57K
CBZ
Cbiz, Inc.

Industrials
150
+ 19.87%
$68.46 - $88.65 $10.3K - $13.3K
905 $68K
COLB
Columbia Banking System, Inc.

Financial Services
347
+ 34.77%
$23.89 - $28.84 $8.29K - $10K
1.35K $33K
CRBG
Corebridge Financial, Inc.

Financial Services
185
+ 46.25%
$29.61 - $34.68 $5.48K - $6.42K
585 $18K
DBX
Dropbox, Inc.

Technology
260
+ 3714.29%
$24.55 - $33.27 $6.38K - $8.65K
267 $7K
DSTL
ETF Ser Solution Distillate Us

ETFs
131
+ 53.91%
$53.28 - $57.28 $6.98K - $7.5K
374 $20K
PEAK
Healthpeak Properties, Inc.

Real Estate
361
+ 12.11%
N/A
3.34K $63K
HTGC
Hercules Capital, Inc.

Financial Services
380
+ 299.21%
$18.01 - $22.0 $6.84K - $8.36K
507 $9K
IWR
Ishares Russell Mid Cap ETF

ETFs
199
+ 6.77%
$82.81 - $92.93 $16.5K - $18.5K
3.14K $266K
MAR
Marriott International Inc

Consumer Cyclical
68
+ 30.22%
$237.01 - $304.45 $16.1K - $20.7K
293 $69K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
202
+ 7.37%
$53.6 - $58.97 $10.8K - $11.9K
2.94K $161K
RPM
Rpm International Inc

Basic Materials
68
+ 73.12%
$114.03 - $128.31 $7.75K - $8.73K
161 $18K
SCHA
Schwab Strategic Tr Us Small C

ETFs
516
+ 20.86%
$23.16 - $27.04 $12K - $14K
2.99K $70K
AVAV
Aero Vironment Inc

Industrials
56
+ 186.67%
$119.19 - $186.12 $6.67K - $10.4K
86 $10K
HRB
H&R Block Inc

Consumer Cyclical
87
+ 11.93%
$49.96 - $55.97 $4.35K - $4.87K
816 $44K
CNC
Centene Corp

Healthcare
93
+ 38.91%
$55.93 - $65.89 $5.2K - $6.13K
332 $20K
ENSG
Ensign Group, Inc

Healthcare
48
+ 85.71%
$125.4 - $148.86 $6.02K - $7.15K
104 $13K
FPX
First Trust Us Equity Opportun

ETFs
83
+ 20.96%
$106.21 - $143.53 $8.82K - $11.9K
479 $53K
FOX
Fox Corp Cl B (De)

Communication Services
89
+ 54.27%
$45.64 - $54.23 $4.06K - $4.83K
253 $13K
NJUL
Innovator Growth 100 Power Buf

Technology
100
+ 500.0%
$59.98 - $64.86 $6K - $6.49K
120 $7K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
39
+ 1.83%
$27.4 - $30.58 $1.07K - $1.19K
2.17K $65K
INDA
Ishares Msci India Index Fund

ETFs
146
+ 10.96%
$47.8 - $53.4 $6.98K - $7.8K
1.48K $76K
MPLX
Mplx LP

Energy
90
+ 89.11%
$47.88 - $54.65 $4.31K - $4.92K
191 $10K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
169
+ 43.22%
$31.66 - $34.73 $5.35K - $5.87K
560 $18K
SEM
Select Medical Holdings Corp

Healthcare
497
+ 39.29%
$16.56 - $20.38 $8.23K - $10.1K
1.76K $29K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
59
+ 20.85%
$34.58 - $45.97 $2.04K - $2.71K
342 $15K
WLK
Westlake Corp

Basic Materials
56
+ 1400.0%
$99.12 - $119.16 $5.55K - $6.67K
60 $6K
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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