Vestmark Advisory Solutions, Inc. Purchases in Q1 2025

Vestmark Advisory Solutions, Inc.

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
32.1K
+ 101.72%
$146.71 - $167.97 $4.72M - $5.4M
63.7K $10.7M
FXO
First Tr Exchange Traded Fd Fi

ETFs
112K
+ 97.01%
$50.93 - $57.24 $5.7M - $6.4M
227K $12M
NFLX
Netflix Inc

Communication Services
5.87K
+ 82.4%
$828.4 - $1058.6 $4.86M - $6.22M
13K $12.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
104K
New
$54.25 - $57.64 $5.63M - $5.99M
104K $5.72M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
41.2K
+ 101.26%
$88.0 - $115.5 $3.63M - $4.76M
81.9K $9.35M
UBER
Uber Technologies, Inc

Technology
75.4K
+ 493.15%
$63.17 - $81.49 $4.76M - $6.14M
90.6K $6.6M
OEF
Ishares S&P 100 ETF

ETFs
21.2K
New
N/A
21.2K $5.65M
PRI
Primerica, Inc.

Financial Services
18.7K
+ 93.25%
$271.41 - $296.43 $5.07M - $5.53M
38.7K $11M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
39.3K
+ 151.12%
$110.55 - $130.35 $4.34M - $5.12M
65.3K $8.3M
TXN
Texas Instruments Inc

Technology
27.7K
+ 94.33%
N/A
57.1K $11.1M
GLW
Corning Inc

Technology
114K
+ 590.97%
$44.91 - $54.25 $5.13M - $6.2M
134K $6.12M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
36.4K
+ 123.99%
$165.25 - $224.62 $6.01M - $8.17M
65.7K $10.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
12K
+ 92.08%
$275.89 - $345.24 $3.32M - $4.16M
25.1K $8.67M
HWM
Howmet Aerospace Inc.

Industrials
31.7K
+ 97.25%
$110.79 - $139.39 $3.51M - $4.42M
64.3K $8.34M
PAYX
Paychex Inc

Industrials
28.4K
+ 109.8%
$136.06 - $154.52 $3.87M - $4.4M
54.4K $8.39M
NDSN
Nordson Corp

Industrials
23.8K
+ 126.17%
$200.12 - $224.07 $4.75M - $5.32M
42.6K $8.59M
EFX
Equifax Inc

Industrials
20K
+ 100.34%
$235.63 - $278.34 $4.71M - $5.57M
39.9K $9.73M
HD
Home Depot, Inc.

Consumer Cyclical
13.2K
+ 98.75%
$347.25 - $424.87 $4.6M - $5.63M
26.6K $9.77M
VV
Vanguard Large Cap ETF

ETFs
17.6K
New
$253.32 - $282.66 $4.46M - $4.98M
17.6K $4.53M
TDY
Teledyne Technologies Inc

Technology
8.37K
+ 85.57%
$455.51 - $518.84 $3.81M - $4.34M
18.1K $9.03M
TJX
Tjx Companies Inc

Consumer Cyclical
36.3K
+ 90.69%
$112.81 - $126.16 $4.09M - $4.57M
76.2K $9.29M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
30.1K
+ 92.09%
$154.39 - $176.55 $4.65M - $5.32M
62.9K $9.88M
BSY
Bentley Systems Inc

Technology
136K
+ 110.76%
$39.34 - $47.7 $5.35M - $6.48M
259K $10.2M
CHE
Chemed Corp

Healthcare
6.41K
+ 111.47%
$521.84 - $615.32 $3.35M - $3.95M
12.2K $7.48M
MBB
Ishares Tr

ETFs
47.2K
New
$90.37 - $94.08 $4.26M - $4.44M
47.2K $4.42M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
45.2K
+ 15.36%
$58.04 - $65.84 $2.62M - $2.98M
340K $21.6M
ABBV
Abb Vie Inc.

Healthcare
17.8K
+ 84.3%
$169.2 - $216.66 $3.01M - $3.85M
38.9K $8.15M
CTAS
Cintas Corp

Industrials
18.7K
+ 95.85%
$182.09 - $208.14 $3.41M - $3.9M
38.3K $7.86M
BSX
Boston Scientific Corp

Healthcare
35.7K
+ 83.2%
$89.38 - $106.18 $3.19M - $3.79M
78.7K $7.93M
SBUX
Starbucks Corp

Consumer Cyclical
38.9K
+ 116.42%
$91.75 - $115.81 $3.57M - $4.51M
72.3K $7.09M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
91.7K
New
$42.36 - $43.8 $3.88M - $4.02M
91.7K $3.98M
ALLE
Allegion PLC

Industrials
30.5K
+ 100.71%
$123.79 - $135.5 $3.77M - $4.13M
60.7K $7.92M
SCHW
Schwab Charles Corp

Financial Services
47.6K
+ 94.2%
$71.24 - $83.64 $3.39M - $3.98M
98.1K $7.68M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
74.4K
+ 24.08%
$64.88 - $72.1 $4.83M - $5.37M
383K $25.2M
CHH
Choice Hotels International Inc

Consumer Cyclical
31.5K
+ 104.94%
$127.89 - $155.97 $4.03M - $4.92M
61.6K $8.18M
ISRG
Intuitive Surgical Inc

Healthcare
8.35K
+ 94.95%
$476.63 - $610.45 $3.98M - $5.1M
17.1K $8.49M
COST
Costco Wholesale Corp

Consumer Defensive
3.93K
+ 78.97%
$890.62 - $1076.86 $3.5M - $4.23M
8.9K $8.42M
ZWS
Zurn Water Solutions Corp

Industrials
134K
+ 100.95%
$32.38 - $39.44 $4.34M - $5.29M
267K $8.81M
FDN
First Tr Fd Dow Jones

ETFs
17.3K
New
$221.38 - $266.86 $3.83M - $4.61M
17.3K $3.84M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.29K
+ 103.48%
$1187.71 - $1432.58 $2.72M - $3.28M
4.51K $6.45M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
30.8K
+ 94.53%
$96.27 - $116.36 $2.96M - $3.58M
63.3K $7.36M
CSCO
Cisco Systems, Inc.

Technology
58.6K
+ 107.33%
$58.74 - $64.87 $3.44M - $3.8M
113K $6.99M
GOOGL
Alphabet Inc.

Communication Services
30.9K
+ 100.97%
$154.33 - $206.19 $4.77M - $6.37M
61.5K $9.51M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
6.6K
+ 113.84%
$402.49 - $513.76 $2.65M - $3.39M
12.4K $6.01M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
13.3K
+ 113.51%
$208.48 - $244.03 $2.78M - $3.25M
25.1K $6.12M
PG
Procter & Gamble CO

Consumer Defensive
20.7K
+ 110.09%
$158.56 - $176.26 $3.28M - $3.65M
39.5K $6.73M
JPM
Jpmorgan Chase & CO

Financial Services
13.9K
+ 101.9%
$225.19 - $279.95 $3.12M - $3.88M
27.5K $6.74M
ECL
Ecolab Inc.

Basic Materials
12.6K
+ 90.88%
$229.72 - $269.82 $2.89M - $3.39M
26.4K $6.7M
ASML
Asml Holding Nv

Technology
5.42K
+ 120.24%
$662.63 - $776.99 $3.59M - $4.21M
9.92K $6.57M
Activity Summary
Buys All Purchases 527 New Holdings 110 Increased Positions 417 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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