Vestmark Advisory Solutions, Inc. Purchases in Q2 2025

Vestmark Advisory Solutions, Inc.

  • $6.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGGO
Capital Group Global Growth Eq

ETFs
137K
+ 107.5%
$25.31 - $32.17 $3.46M - $4.4M
264K $8.44M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
102K
New
$27.82 - $46.45 $2.84M - $4.74M
102K $4.74M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
93.9K
New
$48.46 - $50.2 $4.55M - $4.72M
93.9K $4.66M
SCHP
Schwab Strategic Us Tips ETF

ETFs
174K
+ 158.69%
$26.18 - $26.93 $4.55M - $4.69M
284K $7.57M
TXG
10x Genomics, Inc.

Healthcare
322K
+ 109.71%
$7.14 - $11.73 $2.3M - $3.78M
615K $7.13M
FDN
First Tr Fd Dow Jones

ETFs
13.6K
+ 78.89%
$200.29 - $269.33 $2.73M - $3.67M
30.9K $8.33M
MA
Mastercard Inc

Financial Services
7.68K
+ 107.77%
$479.92 - $590.74 $3.69M - $4.54M
14.8K $8.32M
AVDE
American Centy ETF Tr Avantis

ETFs
59.4K
New
$59.32 - $74.36 $3.52M - $4.42M
59.4K $4.4M
PINS
Pinterest, Inc.

Communication Services
107K
+ 106.56%
$24.21 - $35.95 $2.59M - $3.85M
207K $7.44M
GOOG
Alphabet Inc.

Communication Services
21.5K
+ 90.14%
$146.58 - $180.01 $3.16M - $3.88M
45.4K $8.06M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
87.9K
New
$43.65 - $45.44 $3.84M - $4M
87.9K $4M
DKNG
Draft Kings Inc.

Consumer Cyclical
72.9K
+ 90.65%
$31.67 - $42.89 $2.31M - $3.13M
153K $6.58M
WELL
Welltower Inc.

Real Estate
25.1K
+ 134.88%
$136.49 - $155.22 $3.43M - $3.9M
43.7K $6.72M
NTLA
Intellia Therapeutics, Inc.

Healthcare
326K
+ 104.67%
$6.28 - $9.67 $2.05M - $3.16M
638K $5.99M
VOT
Vanguard Mid Cap Growth Index

ETFs
13.1K
New
$216.28 - $284.39 $2.83M - $3.72M
13.1K $3.72M
TWST
Twist Bioscience Corp

Healthcare
107K
+ 117.01%
$28.16 - $40.27 $3M - $4.29M
198K $7.27M
MCK
Mckesson Corp

Healthcare
4.96K
+ 1336.66%
$652.83 - $732.78 $3.24M - $3.63M
5.33K $3.91M
GTLB
Gitlab Inc.

Technology
81.5K
+ 155.36%
$40.52 - $53.43 $3.3M - $4.36M
134K $6.04M
AXP
American Express CO

Financial Services
11K
+ 897.64%
$231.39 - $318.98 $2.55M - $3.52M
12.3K $3.91M
COF
Capital One Financial Corp

Financial Services
15.3K
+ 182.9%
$150.57 - $212.76 $2.3M - $3.25M
23.6K $5.03M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
94.3K
+ 98.87%
$25.97 - $33.21 $2.45M - $3.13M
190K $6.3M
APH
Amphenol Corp

Technology
29.2K
+ 156.14%
$59.09 - $98.75 $1.72M - $2.88M
47.9K $4.73M
KGC
Kinross Gold Corp

Basic Materials
220K
New
$11.79 - $15.85 $2.6M - $3.49M
220K $3.44M
AZO
Autozone Inc

Consumer Cyclical
918
New
$3478.38 - $3880.15 $3.19M - $3.56M
918 $3.41M
ABT
Abbott Laboratories

Healthcare
24.4K
+ 110.75%
$123.95 - $138.08 $3.03M - $3.38M
46.5K $6.33M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
152K
+ 125.05%
$20.31 - $21.71 $3.08M - $3.29M
273K $5.92M
USFD
Us Foods Holding Corp.

Consumer Defensive
43.2K
New
$60.47 - $79.12 $2.61M - $3.41M
43.2K $3.32M
ABNB
Airbnb, Inc.

Consumer Cyclical
22.6K
+ 110.14%
$105.69 - $140.64 $2.39M - $3.18M
43.1K $5.7M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
34.2K
New
$81.46 - $94.63 $2.79M - $3.24M
34.2K $3.24M
SCHG
Schwab Strategic Tr Us Large C

ETFs
97.7K
+ 124.83%
$22.27 - $29.21 $2.18M - $2.85M
176K $5.14M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
633K
+ 89.62%
$3.97 - $5.84 $2.51M - $3.7M
1.34M $6.78M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
63.9K
+ 151.15%
$37.51 - $45.52 $2.4M - $2.91M
106K $4.81M
FTC
First Tr Lge Cap Growth

ETFs
16.8K
+ 79.41%
$116.97 - $150.97 $1.97M - $2.54M
38K $5.74M
HON
Honeywell International Inc

Industrials
12.7K
New
$182.86 - $232.88 $2.32M - $2.95M
12.7K $2.95M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
58.5K
New
$39.89 - $49.46 $2.33M - $2.89M
58.5K $2.89M
KO
Coca Cola CO

Consumer Defensive
40.5K
+ 379.35%
$68.37 - $73.9 $2.77M - $2.99M
51.2K $3.62M
MPC
Marathon Petroleum Corp

Energy
16.7K
New
$118.55 - $170.08 $1.98M - $2.85M
16.7K $2.78M
HLNE
Hamilton Lane Inc

Financial Services
19.4K
New
$126.65 - $175.49 $2.46M - $3.41M
19.4K $2.76M
HYLS
First Tr Tactical High Yield L

ETFs
64.8K
+ 100.74%
$39.8 - $41.84 $2.58M - $2.71M
129K $5.4M
CB
Chubb LTD

Financial Services
9.5K
+ 435.43%
$274.32 - $302.46 $2.61M - $2.87M
11.7K $3.38M
WFC
Wells Fargo & Company

Financial Services
32.9K
+ 357.84%
$60.98 - $80.12 $2M - $2.63M
42K $3.37M
ILMN
Illumina, Inc.

Healthcare
24.3K
+ 101.81%
$70.3 - $95.41 $1.71M - $2.31M
48.1K $4.59M
DE
Deere & CO

Industrials
4.89K
+ 98.45%
$412.99 - $531.48 $2.02M - $2.6M
9.86K $5.01M
UBER
Uber Technologies, Inc

Technology
8.58K
+ 9.47%
$64.62 - $93.3 $555K - $801K
99.2K $9.26M
ABC
Amerisourcebergen Corp

Healthcare
14.1K
New
N/A
14.1K $2.61M
BKNG
Booking Holdings Inc.

Consumer Cyclical
407
+ 207.65%
$4164.15 - $5789.24 $1.69M - $2.36M
603 $3.49M
SPTS
Spdr Portfolio Short Term Trea

ETFs
85.9K
New
$29.07 - $29.38 $2.5M - $2.52M
85.9K $2.52M
TTD
Trade Desk, Inc.

Technology
11.7K
+ 12.14%
$45.27 - $79.4 $530K - $930K
108K $7.78M
BEAM
Beam Therapeutics Inc.

Healthcare
168K
+ 109.03%
$14.54 - $20.24 $2.45M - $3.41M
323K $5.49M
Activity Summary
Buys All Purchases 491 New Holdings 203 Increased Positions 288 Sells All Sells 280 Reductions 280 Sold out 0 Options Calls 0 Puts 0
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