Assetmark, Inc Purchases in Q4 2025

Assetmark, Inc

  • $47.4 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
826K
+ 511.14%
$656.2 - $690.71 $542M - $571M
988K $667M
NEM
Newmont Corp

Basic Materials
2.29M
+ 398.26%
$78.63 - $98.27 $180M - $225M
2.87M $250M
NOW
Service Now, Inc.

Technology
211K
+ 398.59%
$835.79 - $946.29 $177M - $200M
264K $221M
XLK
Technology Sector Spdr

ETFs
374K
+ 114.59%
$278.39 - $304.13 $104M - $114M
700K $202M
MGK
Vanguard Mega Cap Growth ETF

ETFs
87.6K
+ 1.03%
$394.96 - $425.89 $34.6M - $37.3M
8.59M $3.51B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
103K
+ 3.08%
$600.51 - $631.95 $62M - $65.3M
3.46M $2.14B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
793K
+ 167.59%
$99.87 - $101.27 $79.2M - $80.3M
1.27M $127M
AAPL
Apple Inc.

Technology
143K
+ 5.16%
$245.27 - $275.25 $35M - $39.3M
2.91M $778M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
636K
+ 1042265.56%
$101.39 - $114.39 $64.5M - $72.7M
636K $72.5M
AMZN
Amazon Com Inc

Consumer Cyclical
143K
+ 8.56%
$213.04 - $254.0 $30.5M - $36.4M
1.82M $427M
MGV
Vanguard Mega Cap Value

ETFs
312K
+ 2.07%
$135.26 - $140.13 $42.3M - $43.8M
15.4M $2.14B
ICLN
Ishares

ETFs
2.9M
+ 75167.06%
$15.78 - $18.1 $45.8M - $52.5M
2.91M $49.5M
EFV
Msci Eafe Value ETF

ETFs
667K
+ 401.31%
$66.73 - $70.99 $44.5M - $47.3M
833K $58.5M
PLTR
Palantir Technologies Inc.

Technology
265K
+ 242.43%
$172.14 - $207.18 $45.6M - $54.8M
374K $65.1M
IEFA
Ishares Tr

ETFs
324K
+ 4.03%
$86.09 - $89.88 $27.9M - $29.2M
8.36M $742M
GOOG
Alphabet Inc.

Communication Services
69.7K
+ 15.75%
$237.49 - $291.74 $16.6M - $20.3M
513K $146M
FTLS
First Tr Long/Short Equity ETF

ETFs
447K
+ 727.95%
$67.94 - $71.96 $30.3M - $32.1M
508K $36M
EWX
Spdr S&P Emerging Markets Smal

ETFs
450K
+ 2248090.0%
$65.53 - $67.79 $29.5M - $30.5M
450K $30.2M
WDC
Western Digital Corp

Technology
165K
+ 156.15%
$113.13 - $174.22 $18.6M - $28.7M
270K $42.6M
SNOW
Snowflake Inc.

Technology
98.9K
+ 99.08%
$230.55 - $277.14 $22.8M - $27.4M
199K $51.1M
IAU
Ishares Gold Trust

ETFs
319K
+ 44.01%
$72.65 - $82.5 $23.2M - $26.3M
1.04M $80.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
989K
+ 20.58%
$26.76 - $27.67 $26.5M - $27.4M
5.8M $156M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
502K
+ 394.17%
$50.33 - $50.81 $25.3M - $25.5M
629K $31.8M
XLU
Utilities Sector Spdr

ETFs
280K
+ 169.39%
$87.89 - $92.9 $24.6M - $26M
445K $39.5M
FLCH
Franklin Templeton ETF Tr

ETFs
993K
+ 3125.29%
$24.34 - $26.4 $24.2M - $26.2M
1.03M $25.8M
VGT
Vanguard Information Technolog

ETFs
31.7K
+ 37.26%
$736.33 - $801.52 $23.4M - $25.4M
117K $88.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
228K
+ 24.51%
$114.27 - $121.15 $26M - $27.6M
1.16M $135M
HGER
Harbor ETF Tr All Weather Infl
864K
+ 367638.72%
$25.61 - $27.12 $22.1M - $23.4M
864K $23.1M
AMD
Advanced Micro Devices Inc

Technology
34.7K
+ 18.92%
$164.01 - $264.33 $5.69M - $9.18M
218K $52.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
190K
+ 6.64%
$119.13 - $120.38 $22.6M - $22.9M
3.05M $364M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
672K
+ 6.08%
$42.66 - $43.29 $28.7M - $29.1M
11.7M $501M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
219K
+ 5486725.0%
$98.42 - $106.67 $21.6M - $23.4M
219K $22.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
234K
+ 19.12%
$91.46 - $91.76 $21.4M - $21.5M
1.46M $134M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
427K
+ 6.12%
$53.68 - $54.54 $22.9M - $23.3M
7.39M $398M
GLDM
World Gold Trust

ETFs
235K
+ 72.82%
$76.32 - $86.69 $17.9M - $20.4M
558K $45.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36.4K
+ 18.78%
$475.68 - $513.11 $17.3M - $18.7M
230K $117M
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
439K
New
$43.55 - $44.62 $19.1M - $19.6M
439K $19.4M
IETC
Ishares U S ETF Tr

ETFs
189K
+ 928.11%
$100.06 - $107.97 $18.9M - $20.4M
209K $21.2M
MUB
Ishares National Muni Bond ETF

ETFs
164K
+ 5.65%
$106.36 - $107.61 $17.4M - $17.7M
3.07M $328M
IRBO
Ishares Robotics & Artificial

ETFs
590K
+ 1433.25%
N/A
631K $20.3M
LLY
Eli Lilly & CO

Healthcare
3.52K
+ 6.36%
$799.57 - $1025.28 $2.82M - $3.61M
58.9K $60.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
127K
+ 22.14%
$137.47 - $143.13 $17.4M - $18.1M
698K $98.4M
AMGN
Amgen Inc

Healthcare
14.3K
+ 6.71%
$290.13 - $341.71 $4.16M - $4.9M
228K $78M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
341K
+ 18.05%
$42.26 - $44.28 $14.4M - $15.1M
2.23M $97.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
739K
+ 3.05%
$23.04 - $23.36 $17M - $17.3M
25M $577M
VOE
Vanguard Mid Cap Value Index F

ETFs
110K
+ 2.49%
$169.53 - $176.53 $18.6M - $19.4M
4.52M $787M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
313K
+ 105.15%
$49.78 - $50.16 $15.6M - $15.7M
610K $30.5M
AMAT
Applied Materials Inc

Technology
32.1K
+ 9.33%
$209.95 - $240.89 $6.75M - $7.74M
377K $86.1M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
173K
+ 6.73%
$78.97 - $83.03 $13.7M - $14.4M
2.75M $223M
Activity Summary
Buys All Purchases 1867 New Holdings 324 Increased Positions 1543 Sells All Sells 923 Reductions 922 Sold out 1 Options Calls 0 Puts 0
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