Vestmark Advisory Solutions, Inc. Incresed Positions in Q1 2025

Vestmark Advisory Solutions, Inc.

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
55.2K
+ 217.87%
$554.06 - $615.85 $30.6M - $34M
80.5K $45.3M
MUB
Ishares National Muni Bond ETF

ETFs
246K
+ 6570.03%
$104.71 - $107.69 $25.8M - $26.5M
250K $26.4M
IEMG
Ishares Inc

ETFs
411K
+ 174.39%
N/A
647K $34.7M
JCPB
J P Morgan Exchange Traded Fd

ETFs
353K
+ 31.49%
$45.56 - $47.23 $16.1M - $16.7M
1.48M $69.4M
MSFT
Microsoft Corp

Technology
44.9K
+ 94.68%
$375.39 - $447.2 $16.8M - $20.1M
92.3K $34.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
573K
+ 15.72%
$32.42 - $36.13 $18.6M - $20.7M
4.22M $139M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
392K
+ 139.97%
$27.64 - $28.58 $10.8M - $11.2M
671K $19.2M
AAPL
Apple Inc.

Technology
58.5K
+ 95.39%
$209.68 - $247.1 $12.3M - $14.5M
120K $26.6M
BBUS
J P Morgan Exchg Traded Fd

ETFs
164K
+ 13.55%
$99.5 - $110.97 $16.3M - $18.2M
1.37M $139M
LLY
Eli Lilly & CO

Healthcare
11.6K
+ 95.71%
$725.72 - $929.72 $8.41M - $10.8M
23.7K $19.6M
WMB
Williams Companies, Inc.

Energy
159K
+ 268.57%
$54.02 - $61.09 $8.57M - $9.69M
218K $13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
94.6K
+ 43.24%
$95.85 - $99.25 $9.06M - $9.39M
313K $31M
JPIE
J P Morgan Exchange Traded Fd
193K
+ 35.71%
$45.46 - $46.18 $8.79M - $8.93M
735K $33.8M
NVDA
Nvidia Corp

Technology
109K
+ 100.69%
$106.98 - $149.43 $11.6M - $16.3M
217K $23.5M
AMZN
Amazon Com Inc

Consumer Cyclical
59.6K
+ 71.06%
$190.26 - $242.06 $11.3M - $14.4M
143K $27.3M
JNJ
Johnson & Johnson

Healthcare
47.9K
+ 143.68%
$142.06 - $167.7 $6.8M - $8.03M
81.2K $13.5M
OLED
Universal Display Corp Pa

Technology
60.3K
+ 432.11%
$139.48 - $161.59 $8.41M - $9.74M
74.3K $10.4M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
80.3K
+ 10.73%
$56.44 - $64.13 $4.53M - $5.15M
829K $51M
PM
Philip Morris International Inc.

Consumer Defensive
41.3K
+ 95.12%
$117.15 - $158.79 $4.84M - $6.56M
84.7K $13.4M
JKHY
Henry Jack & Associates Inc

Technology
43.7K
+ 137.95%
$166.47 - $191.28 $7.27M - $8.36M
75.4K $13.8M
WRB
Berkley W R Corp

Financial Services
96.4K
+ 101.34%
$56.7 - $71.27 $5.47M - $6.87M
192K $13.6M
LPLA
Lpl Financial Holdings Inc.

Financial Services
21.9K
+ 104.53%
$308.87 - $383.33 $6.76M - $8.38M
42.8K $14M
VTI
Vanguard Total Stock Market Et

ETFs
55K
+ 10.34%
$271.18 - $303.12 $14.9M - $16.7M
586K $161M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11.1K
+ 110.88%
$442.66 - $534.52 $4.93M - $5.95M
21.2K $11.3M
LII
Lennox International Inc

Industrials
12.9K
+ 100.64%
$553.05 - $666.93 $7.15M - $8.62M
25.8K $14.5M
WSO
Watsco Inc

Industrials
11.7K
+ 100.24%
$463.86 - $530.75 $5.41M - $6.19M
23.3K $11.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
154K
+ 14.91%
$25.54 - $28.79 $3.92M - $4.42M
1.18M $32.9M
AVGO
Broadcom Inc.

Technology
52.6K
+ 128.74%
$167.43 - $244.7 $8.81M - $12.9M
93.5K $15.7M
PGR
Progressive Corp

Financial Services
18.8K
+ 99.13%
$235.61 - $291.22 $4.44M - $5.49M
37.8K $10.7M
META
Meta Platforms, Inc.

Communication Services
11.2K
+ 43.75%
$576.36 - $736.67 $6.46M - $8.26M
36.8K $21.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
20.3K
+ 97.12%
$283.24 - $338.07 $5.75M - $6.87M
41.2K $12.2M
IBKR
Interactive Brokers Group, Inc.

Financial Services
39.4K
+ 100.28%
$161.03 - $235.53 $6.35M - $9.28M
78.7K $13M
ROL
Rollins Inc

Consumer Cyclical
98.9K
+ 101.39%
$45.65 - $54.03 $4.51M - $5.34M
196K $10.6M
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
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
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
POOL
Pool Corp

Industrials
17.5K
+ 128.98%
$314.92 - $364.31 $5.5M - $6.36M
31K $9.87M
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
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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