Vestmark Advisory Solutions, Inc. Incresed Positions in Q3 2025

Vestmark Advisory Solutions, Inc.

  • $4.71 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
120K
+ 102.1%
$567.77 - $614.76 $68.1M - $73.7M
237K $145M
GLD
Spdr Gold Trust

ETFs
69.5K
+ 1416.11%
$300.96 - $355.47 $20.9M - $24.7M
74.4K $26.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
191K
+ 231.73%
$108.97 - $121.65 $20.8M - $23.2M
273K $33M
AAPL
Apple Inc.

Technology
62.3K
+ 45.51%
$202.38 - $256.87 $12.6M - $16M
199K $50.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
801K
+ 890.14%
$25.21 - $25.99 $20.2M - $20.8M
891K $23M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
361K
+ 2970.15%
$50.29 - $50.86 $18.2M - $18.4M
373K $19M
VCIT
Vanguard Intermediate Term Cor

ETFs
199K
+ 1315.17%
$81.75 - $84.54 $16.3M - $16.8M
214K $18M
NVDA
Nvidia Corp

Technology
39.9K
+ 12.66%
$153.3 - $186.58 $6.12M - $7.45M
355K $66.3M
AVUS
American Centy ETF Tr Avantis

ETFs
133K
+ 75.76%
$101.2 - $109.16 $13.5M - $14.5M
309K $33.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
169K
+ 3446.56%
$90.83 - $93.81 $15.4M - $15.9M
174K $16.3M
IXUS
Ishares Tr

ETFs
188K
+ 3767.68%
$76.35 - $82.58 $14.3M - $15.5M
193K $15.9M
MSFT
Microsoft Corp

Technology
23.4K
+ 23.19%
$491.09 - $535.64 $11.5M - $12.5M
124K $64.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
115K
+ 3089.38%
$108.46 - $120.63 $12.5M - $13.9M
119K $14.1M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
133K
+ 13.27%
$69.02 - $73.57 $9.17M - $9.78M
1.13M $83.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
242K
+ 66.67%
$49.05 - $49.99 $11.9M - $12.1M
605K $30.1M
AVGO
Broadcom Inc.

Technology
22.1K
+ 26.21%
$264.74 - $369.57 $5.84M - $8.15M
106K $35M
GOOGL
Alphabet Inc.

Communication Services
10.8K
+ 12.15%
$174.36 - $254.72 $1.89M - $2.76M
100K $24.3M
HYLS
First Tr Tactical High Yield L

ETFs
197K
+ 152.5%
$41.62 - $42.32 $8.19M - $8.33M
326K $13.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
86.6K
+ 1292.48%
$92.18 - $95.14 $7.98M - $8.24M
93.3K $8.88M
CVX
Chevron Corp

Energy
48.6K
+ 135.59%
$145.57 - $161.83 $7.07M - $7.87M
84.4K $13.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
18.7K
+ 56.78%
$224.68 - $282.71 $4.21M - $5.3M
51.8K $14.5M
XOM
Exxon Mobil Corp

Energy
56.3K
+ 240.96%
$105.83 - $117.22 $5.95M - $6.6M
79.6K $8.98M
ORCL
Oracle Corp

Technology
14K
+ 36.68%
$218.96 - $328.33 $3.06M - $4.59M
52.1K $14.7M
WMT
Walmart Inc.

Consumer Defensive
59K
+ 308.6%
$94.4 - $104.27 $5.57M - $6.15M
78.1K $8.05M
JNJ
Johnson & Johnson

Healthcare
24K
+ 47.42%
$155.17 - $185.42 $3.73M - $4.46M
74.7K $13.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
123K
+ 413.66%
$42.67 - $46.91 $5.26M - $5.78M
153K $7.17M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
40.5K
+ 226.22%
$112.94 - $129.99 $4.57M - $5.26M
58.4K $7.47M
GTO
Invesco Actively Managed ETF T

ETFs
112K
+ 107.98%
$46.43 - $47.91 $5.18M - $5.35M
215K $10.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
17.8K
+ 70.33%
$225.11 - $247.9 $4.01M - $4.41M
43.1K $10.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
54.6K
+ 1199.63%
$82.38 - $83.0 $4.5M - $4.53M
59.1K $4.9M
JPM
Jpmorgan Chase & CO

Financial Services
10.3K
+ 23.79%
$282.78 - $316.06 $2.92M - $3.27M
53.8K $17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.24K
+ 1645.45%
$546.99 - $602.2 $3.96M - $4.36M
7.68K $4.61M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
16.1K
+ 383.79%
$236.25 - $257.69 $3.81M - $4.16M
20.4K $5.22M
AVDE
American Centy ETF Tr Avantis

ETFs
49.4K
+ 83.16%
$73.24 - $79.04 $3.62M - $3.9M
109K $8.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.59K
+ 72.42%
$459.11 - $506.91 $3.03M - $3.34M
15.7K $7.89M
TJX
Tjx Companies Inc

Consumer Cyclical
17.5K
+ 42.25%
$121.35 - $144.54 $2.13M - $2.53M
59K $8.53M
TRMB
Trimble Inc.

Technology
41K
+ 515.36%
$76.46 - $85.24 $3.13M - $3.49M
48.9K $3.99M
LLY
Eli Lilly & CO

Healthcare
4.4K
+ 33.47%
$625.65 - $812.69 $2.75M - $3.58M
17.5K $13.4M
RTX
Raytheon Technologies Corp

Industrials
16.1K
+ 112.24%
$144.19 - $167.33 $2.32M - $2.7M
30.5K $5.1M
VGT
Vanguard Information Technolog

ETFs
3.74K
+ 268.71%
$656.44 - $753.15 $2.45M - $2.81M
5.13K $3.83M
CSCO
Cisco Systems, Inc.

Technology
42.1K
+ 62.75%
$66.2 - $71.79 $2.79M - $3.02M
109K $7.48M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
33.9K
+ 404.76%
$78.96 - $80.04 $2.67M - $2.71M
42.2K $3.37M
SCHG
Schwab Strategic Tr Us Large C

ETFs
68.5K
+ 38.95%
$28.92 - $32.19 $1.98M - $2.21M
244K $7.8M
HD
Home Depot, Inc.

Consumer Cyclical
4.56K
+ 21.86%
$357.4 - $423.42 $1.63M - $1.93M
25.4K $10.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
12.5K
+ 179.96%
$192.76 - $203.86 $2.41M - $2.55M
19.5K $3.96M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
12.8K
+ 471.06%
$103.83 - $179.9 $1.32M - $2.3M
15.5K $2.76M
MCD
Mcdonalds Corp

Consumer Cyclical
7.63K
+ 85.52%
$291.67 - $316.99 $2.23M - $2.42M
16.6K $5.03M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
43.1K
+ 118.55%
$50.9 - $52.37 $2.19M - $2.26M
79.4K $4.15M
ABBV
Abb Vie Inc.

Healthcare
1.18K
+ 2.73%
$184.85 - $231.54 $217K - $272K
44.2K $10.2M
Activity Summary
Buys All Purchases 492 New Holdings 239 Increased Positions 253 Sells All Sells 415 Reductions 415 Sold out 0 Options Calls 0 Puts 0
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