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
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
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
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
LSTR
Landstar System Inc

Industrials
18.8K
+ 92.89%
$146.63 - $177.82 $2.76M - $3.35M
39.1K $5.88M
MCO
Moodys Corp

Financial Services
5.2K
+ 88.26%
$437.8 - $527.48 $2.28M - $2.74M
11.1K $5.16M
SNPS
Synopsys Inc

Technology
6.26K
+ 107.67%
$428.58 - $551.54 $2.68M - $3.45M
12.1K $5.18M
CINF
Cincinnati Financial Corp

Financial Services
15.4K
+ 102.9%
$133.67 - $147.81 $2.06M - $2.27M
30.3K $4.48M
XOM
Exxon Mobil Corp

Energy
17.5K
+ 125.97%
$105.44 - $118.93 $1.85M - $2.08M
31.4K $3.74M
SNY
Sanofi

Healthcare
35.6K
+ 101.58%
$48.15 - $59.42 $1.72M - $2.12M
70.7K $3.92M
FICO
Fair Isaac Corp

Technology
1.33K
+ 89.72%
$1695.35 - $2030.47 $2.25M - $2.69M
2.8K $5.17M
DCI
Donaldson CO Inc

Industrials
33.1K
+ 222.27%
$66.51 - $72.28 $2.2M - $2.39M
48K $3.22M
EME
Emcor Group, Inc.

Industrials
8.15K
+ 85.71%
$361.16 - $535.99 $2.94M - $4.37M
17.7K $6.53M
VICI
Vici Properties Inc.

Real Estate
65K
+ 442.25%
$28.21 - $32.68 $1.83M - $2.12M
79.7K $2.6M
ROLL
Rbc Bearings Inc

Industrials
8.82K
+ 91.42%
N/A
18.5K $4.54M
MCD
Mcdonalds Corp

Consumer Cyclical
6.38K
+ 84.33%
$279.74 - $321.29 $1.79M - $2.05M
14K $4.36M
FHB
First Hawaiian, Inc.

Financial Services
92.6K
+ 92.35%
$24.13 - $28.18 $2.23M - $2.61M
193K $4.71M
DIHP
Dimensional ETF Tr Dimensional

ETFs
56.3K
+ 16.23%
$25.1 - $27.85 $1.41M - $1.57M
403K $10.9M
SAN
Banco Santander, S.A.

Financial Services
217K
+ 77.17%
$4.46 - $7.14 $968K - $1.55M
499K $3.34M
ACN
Accenture PLC

Technology
7.69K
+ 87.4%
$300.91 - $398.25 $2.31M - $3.06M
16.5K $5.14M
FDS
Factset Research Systems Inc

Financial Services
4.81K
+ 84.28%
$427.5 - $476.51 $2.06M - $2.29M
10.5K $4.78M
DE
Deere & CO

Industrials
4.27K
+ 616.59%
$408.57 - $509.27 $1.75M - $2.18M
4.97K $2.33M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
50.5K
+ 99.4%
$47.79 - $59.89 $2.41M - $3.03M
101K $5.09M
SPTL
Spdr Portfolio Long Term Treas

ETFs
70.6K
+ 88.04%
$25.54 - $27.64 $1.8M - $1.95M
151K $4.11M
LYG
Lloyds Banking Group PLC

Financial Services
390K
+ 85.57%
$2.58 - $3.9 $1.01M - $1.52M
847K $3.23M
DISV
Dimensional ETF Tr Dimensional

ETFs
39K
+ 11.74%
$26.09 - $30.21 $1.02M - $1.18M
371K $10.8M
AON
Aon PLC

Financial Services
4.52K
+ 102.56%
$348.44 - $409.32 $1.57M - $1.85M
8.93K $3.56M
MLM
Martin Marietta Materials Inc

Basic Materials
4.62K
+ 74.23%
$460.39 - $552.64 $2.13M - $2.55M
10.8K $5.18M
THO
Thor Industries Inc

Consumer Cyclical
33.8K
+ 112.33%
$75.81 - $105.39 $2.56M - $3.56M
63.8K $4.84M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14K
+ 13.78%
$126.11 - $135.06 $1.77M - $1.89M
116K $14.9M
SAIA
Saia Inc

Industrials
8.33K
+ 91.84%
$349.29 - $508.47 $2.91M - $4.24M
17.4K $6.08M
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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