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
PUK
Prudential PLC

Financial Services
32.4K
+ 127.51%
$14.54 - $21.92 $471K - $710K
57.8K $1.24M
PSX
Phillips 66

Energy
5.97K
+ 64.52%
$113.93 - $131.55 $680K - $785K
15.2K $1.88M
CHKP
Check Point Software Technologies LTD

Technology
2.7K
+ 54.25%
$179.88 - $231.31 $485K - $624K
7.67K $1.75M
VXF
Vanguard Extended Market ETF

ETFs
4.74K
New
$170.36 - $201.04 $807K - $953K
4.74K $816K
ING
Ing Groep Nv

Financial Services
34.5K
+ 102.39%
$15.51 - $20.74 $535K - $715K
68.2K $1.34M
LMT
Lockheed Martin Corp

Industrials
2.01K
+ 88.21%
$423.19 - $506.29 $849K - $1.02M
4.28K $1.91M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.7K
New
$79.17 - $82.04 $768K - $796K
9.7K $793K
CRWD
Crowd Strike Holdings, Inc.

Technology
2.16K
+ 92.15%
$308.86 - $455.36 $667K - $984K
4.5K $1.59M
DXCM
Dexcom Inc

Healthcare
11.9K
+ 369.87%
$67.74 - $90.75 $809K - $1.08M
15.2K $1.04M
MNST
Monster Beverage Corp

Consumer Defensive
12.6K
+ 207.33%
$46.16 - $58.58 $584K - $741K
18.7K $1.1M
APH
Amphenol Corp

Technology
12.2K
+ 187.61%
$61.62 - $78.55 $751K - $957K
18.7K $1.23M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
9.17K
New
$82.81 - $96.53 $759K - $885K
9.17K $769K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.95K
+ 2.23%
$85.29 - $92.57 $251K - $273K
135K $12.3M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
16.2K
New
$46.12 - $52.9 $747K - $857K
16.2K $753K
HYLS
First Tr Tactical High Yield L

ETFs
18.5K
+ 40.4%
$40.95 - $41.77 $758K - $773K
64.3K $2.64M
WMT
Walmart Inc.

Consumer Defensive
8.8K
+ 84.61%
$84.5 - $105.05 $743K - $924K
19.2K $1.69M
VONV
Vanguard Russell 1000 Value Et

ETFs
8.95K
New
$80.21 - $86.14 $718K - $771K
8.95K $738K
GD
General Dynamics Corp

Industrials
2.59K
+ 72.42%
$241.94 - $272.58 $626K - $705K
6.16K $1.68M
CORP
Pimco Investment Grade Corp Bd

ETFs
7.5K
New
$93.89 - $97.32 $704K - $730K
7.5K $725K
HMC
Honda Motor CO LTD

Consumer Cyclical
27.9K
+ 107.96%
$26.9 - $30.41 $751K - $849K
53.8K $1.46M
ADSK
Autodesk, Inc.

Technology
2.92K
+ 101.18%
N/A
5.81K $1.43M
SE
Sea LTD

Consumer Cyclical
4.23K
+ 63.75%
$104.87 - $146.31 $444K - $619K
10.9K $1.42M
MU
Micron Technology Inc

Technology
7.93K
+ 95.38%
$86.89 - $109.38 $689K - $867K
16.2K $1.41M
ITW
Illinois Tool Works Inc

Industrials
2.9K
+ 94.89%
$244.9 - $274.48 $709K - $795K
5.95K $1.48M
VONG
Vanguard Russell 1000 Growth E

ETFs
7.56K
New
$92.71 - $107.38 $700K - $811K
7.56K $701K
VGT
Vanguard Information Technolog

ETFs
1.29K
New
$542.38 - $646.34 $701K - $836K
1.29K $701K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
6.33K
New
$109.48 - $136.56 $693K - $864K
6.33K $693K
RGA
Reinsurance Group Of America Inc

Financial Services
3.61K
+ 309.43%
$186.01 - $231.1 $671K - $834K
4.77K $940K
GOOG
Alphabet Inc.

Communication Services
7.86K
+ 49.0%
$156.06 - $207.71 $1.23M - $1.63M
23.9K $3.73M
MSCI
Msci Inc.

Financial Services
1.34K
+ 56.54%
$541.46 - $628.34 $726K - $842K
3.71K $2.1M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
22.8K
+ 11.75%
$24.27 - $26.2 $554K - $598K
217K $5.47M
CCL
Carnival Corp

Consumer Cyclical
34.1K
New
$19.08 - $28.49 $652K - $973K
34.1K $666K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
18.8K
+ 10.23%
$25.44 - $27.95 $479K - $526K
203K $5.49M
KMI
Kinder Morgan, Inc.

Energy
22K
+ 84.03%
$26.1 - $31.22 $575K - $688K
48.3K $1.38M
SCHC
Schwab Strategic Tr Intl Small

ETFs
18.3K
New
$33.57 - $37.22 $613K - $680K
18.3K $655K
O
Realty Income Corp

Real Estate
9.7K
+ 50.23%
$51.67 - $58.49 $501K - $567K
29K $1.68M
AOM
Ishares Tr Core Moderate Alloc

ETFs
14.8K
New
$42.93 - $44.71 $637K - $664K
14.8K $651K
MANH
Manhattan Associates Inc

Technology
9.09K
+ 94.3%
$163.5 - $295.1 $1.49M - $2.68M
18.7K $3.24M
IAU
Ishares Gold Trust

ETFs
10.7K
New
$49.74 - $58.96 $532K - $630K
10.7K $630K
UL
Unilever PLC

Consumer Defensive
9.73K
+ 56.96%
$54.72 - $60.29 $532K - $587K
26.8K $1.6M
KFRC
Kforce Inc

Industrials
15.4K
+ 92.02%
$48.42 - $56.93 $748K - $879K
32.2K $1.58M
NTES
Net Ease, Inc.

Communication Services
5.35K
+ 101.04%
$87.72 - $109.14 $469K - $584K
10.6K $1.1M
DUK
Duke Energy Corp

Utilities
4.66K
+ 131.36%
$105.87 - $121.97 $493K - $568K
8.2K $1M
LNG
Cheniere Energy, Inc.

Energy
2.41K
+ 98.21%
$209.32 - $253.66 $505K - $612K
4.87K $1.13M
GTLB
Gitlab Inc.

Technology
19.2K
+ 57.75%
$47.0 - $73.14 $903K - $1.4M
52.5K $2.47M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.19K
+ 97.73%
$80.53 - $147.57 $257K - $470K
6.45K $852K
DFSD
Dimensional ETF Tr Short Durat

ETFs
8.53K
+ 3.23%
$46.74 - $47.55 $399K - $406K
273K $13M
IEFA
Ishares Tr

ETFs
7.49K
New
$69.57 - $78.65 $521K - $589K
7.49K $566K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.01K
New
$77.7 - $78.94 $545K - $554K
7.01K $553K
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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