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
TMO
Thermo Fisher Scientific Inc.

Healthcare
7.24K
+ 99.71%
$497.6 - $606.74 $3.6M - $4.39M
14.5K $7.21M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
44.6K
New
$74.87 - $79.99 $3.34M - $3.57M
44.6K $3.43M
LOW
Lowes Companies Inc

Consumer Cyclical
15.6K
+ 95.22%
$222.66 - $268.42 $3.47M - $4.19M
32K $7.46M
NSC
Norfolk Southern Corp

Industrials
14.2K
+ 91.07%
$227.69 - $259.76 $3.24M - $3.69M
29.8K $7.06M
FAST
Fastenal CO

Industrials
40.9K
+ 102.92%
$71.11 - $79.98 $2.91M - $3.27M
80.7K $6.26M
ETN
Eaton Corp PLC

Industrials
16.3K
+ 88.07%
$271.83 - $371.23 $4.44M - $6.06M
34.8K $9.47M
DUHP
Dimensional ETF Tr Dimensional

ETFs
118K
+ 12.65%
$32.57 - $35.82 $3.83M - $4.22M
1.05M $34.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
71.2K
New
$44.72 - $46.25 $3.19M - $3.29M
71.2K $3.28M
CRVL
Corvel Corp

Financial Services
28.9K
+ 92.74%
$103.48 - $128.46 $2.99M - $3.71M
60K $6.72M
BTI
British American Tobacco P.L.C.

Consumer Defensive
71.6K
+ 179.54%
$35.35 - $42.74 $2.53M - $3.06M
111K $4.61M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
39.5K
New
$78.0 - $84.37 $3.08M - $3.33M
39.5K $3.16M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
47.8K
+ 92.1%
$63.83 - $75.78 $3.05M - $3.62M
99.6K $6.84M
WTS
Watts Water Technologies Inc

Industrials
15.4K
+ 85.3%
$195.28 - $224.67 $3.01M - $3.46M
33.5K $6.82M
SAP
Sap Se

Technology
10.2K
+ 58.89%
$241.4 - $293.69 $2.47M - $3M
27.6K $7.4M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
69.9K
+ 14.18%
$36.46 - $39.9 $2.55M - $2.79M
563K $21.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
41.1K
+ 109.56%
$56.12 - $68.15 $2.31M - $2.8M
78.6K $5.33M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
36.2K
+ 49.52%
$67.08 - $76.14 $2.43M - $2.76M
109K $8.05M
CCI
Crown Castle International Corp

Real Estate
26.9K
+ 132.05%
$84.33 - $106.39 $2.27M - $2.86M
47.3K $4.93M
FCN
Fti Consulting, Inc

Industrials
22.7K
+ 92.91%
$160.54 - $198.75 $3.64M - $4.51M
47.1K $7.73M
GS
Goldman Sachs Group Inc

Financial Services
5.87K
+ 93.02%
$524.81 - $672.19 $3.08M - $3.94M
12.2K $6.65M
UFPI
Ufp Industries Inc

Basic Materials
29.5K
+ 123.4%
$103.91 - $118.67 $3.06M - $3.5M
53.4K $5.71M
AZN
Astrazeneca PLC

Healthcare
37.5K
+ 122.48%
$65.37 - $77.96 $2.45M - $2.92M
68K $5M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
58K
New
$51.26 - $52.53 $2.97M - $3.05M
58K $2.99M
SITE
Site One Landscape Supply, Inc.

Industrials
26.2K
+ 135.27%
$120.25 - $147.7 $3.15M - $3.86M
45.5K $5.53M
ZBRA
Zebra Technologies Corp

Technology
15.4K
+ 112.93%
$271.72 - $421.11 $4.19M - $6.5M
29.1K $8.22M
TTC
Toro CO

Industrials
45.2K
+ 93.28%
$71.86 - $87.28 $3.25M - $3.95M
93.7K $6.82M
KAI
Kadant Inc

Industrials
8.93K
+ 92.37%
$335.28 - $398.39 $2.99M - $3.56M
18.6K $6.27M
SONY
Sony Group Corp

Technology
99.3K
+ 109.11%
$19.88 - $25.64 $1.97M - $2.55M
190K $4.83M
NEE
Nextera Energy Inc

Utilities
41.4K
+ 97.32%
$66.96 - $76.16 $2.77M - $3.15M
84K $5.95M
PH
Parker Hannifin Corp

Industrials
4.99K
+ 107.07%
$591.65 - $707.05 $2.95M - $3.52M
9.64K $5.86M
MO
Altria Group, Inc.

Consumer Defensive
42.6K
+ 100.43%
$50.81 - $60.02 $2.16M - $2.56M
85K $5.1M
FIS
Fidelity National Information Services, Inc.

Technology
41.6K
+ 113.89%
$68.12 - $83.42 $2.83M - $3.47M
78.1K $5.83M
PANW
Palo Alto Networks Inc

Technology
18.1K
+ 96.47%
$167.82 - $208.28 $3.04M - $3.77M
36.9K $6.29M
EXPO
Exponent Inc

Industrials
38K
+ 125.65%
$78.9 - $93.95 $3M - $3.57M
68.2K $5.53M
D
Dominion Energy, Inc

Utilities
48.9K
+ 123.04%
$52.85 - $57.43 $2.58M - $2.81M
88.6K $4.97M
BP
Bp PLC

Energy
75.2K
+ 121.95%
$29.93 - $35.31 $2.25M - $2.66M
137K $4.63M
NOC
Northrop Grumman Corp

Industrials
4.88K
+ 90.73%
$433.45 - $513.82 $2.11M - $2.51M
10.3K $5.25M
CRM
Salesforce, Inc.

Technology
12.7K
+ 119.05%
$268.36 - $359.95 $3.42M - $4.59M
23.5K $6.29M
DFSV
Dimensional ETF Tr Dimensional

ETFs
192K
+ 18.56%
$27.56 - $32.1 $5.3M - $6.18M
1.23M $34.6M
UNH
Unitedhealth Group Inc

Healthcare
4.88K
+ 66.95%
$461.52 - $548.18 $2.25M - $2.67M
12.2K $6.37M
DEO
Diageo PLC

Consumer Defensive
29.7K
+ 149.04%
$104.79 - $126.12 $3.11M - $3.74M
49.6K $5.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.3K
+ 4.5%
$97.25 - $104.79 $1.29M - $1.39M
309K $32M
GGG
Graco Inc

Industrials
31.6K
+ 92.74%
$80.53 - $87.54 $2.55M - $2.77M
65.7K $5.49M
TRV
Travelers Companies, Inc.

Financial Services
9.02K
+ 96.08%
$232.43 - $265.13 $2.1M - $2.39M
18.4K $4.87M
HEFA
Ishares Currency Hedged Msci E

ETFs
70.5K
New
$34.83 - $37.52 $2.46M - $2.64M
70.5K $2.56M
RELX
Relx PLC

Communication Services
45.1K
+ 107.63%
$45.34 - $51.91 $2.04M - $2.34M
86.9K $4.38M
NOW
Service Now, Inc.

Technology
5.61K
+ 74.06%
$783.83 - $1170.39 $4.39M - $6.56M
13.2K $10.5M
TTE
Total Energies Se

Energy
35.5K
+ 116.39%
N/A
66K $4.53M
SMG
Scotts Miracle Gro CO

Basic Materials
50.4K
+ 154.7%
$54.76 - $77.7 $2.76M - $3.92M
83K $4.55M
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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