Vestmark Advisory Solutions, Inc. Purchases in Q3 2025

Vestmark Advisory Solutions, Inc.

  • $4.71 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
13K
+ 47.48%
$150.47 - $161.22 $1.96M - $2.1M
40.4K $6.21M
RJF
Raymond James Financial Inc

Financial Services
10.5K
+ 634.73%
$154.64 - $176.43 $1.62M - $1.84M
12.1K $2.09M
ADI
Analog Devices Inc

Technology
7.28K
+ 145.97%
$220.68 - $255.63 $1.61M - $1.86M
12.3K $3.01M
ITA
Ishares Tr

ETFs
8.68K
New
$184.73 - $209.26 $1.6M - $1.82M
8.68K $1.82M
IBM
International Business Machines Corp

Technology
6.21K
+ 413.66%
$234.77 - $292.47 $1.46M - $1.82M
7.71K $2.18M
IEF
Ishares Barclays

ETFs
17.3K
+ 556.84%
$93.91 - $97.26 $1.63M - $1.69M
20.4K $1.97M
STWD
Starwood Property Trust, Inc.

Real Estate
84.6K
New
$19.37 - $20.97 $1.64M - $1.77M
84.6K $1.64M
AMZN
Amazon Com Inc

Consumer Cyclical
7.24K
+ 4.28%
$211.65 - $238.24 $1.53M - $1.72M
176K $38.7M
EPR
Epr Properties

Real Estate
27.9K
New
$52.58 - $61.21 $1.47M - $1.71M
27.9K $1.62M
OEF
Ishares S&P 100 ETF

ETFs
6.08K
+ 42.26%
N/A
20.5K $5.44M
VZ
Verizon Communications Inc

Communication Services
36.5K
+ 323.03%
$40.84 - $45.06 $1.49M - $1.64M
47.8K $2.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11.3K
+ 254.82%
$136.48 - $142.97 $1.55M - $1.62M
15.8K $2.21M
VUG
Vanguard Growth ETF

ETFs
3.34K
New
$433.97 - $484.08 $1.45M - $1.62M
3.34K $1.6M
JHMM
John Hancock Multifactor Mid C

ETFs
23.8K
New
$61.22 - $65.26 $1.46M - $1.55M
23.8K $1.54M
TXN
Texas Instruments Inc

Technology
7.83K
+ 26.58%
N/A
37.3K $7.26M
GE
General Electric CO

Industrials
4.6K
+ 141.75%
$244.75 - $305.63 $1.13M - $1.4M
7.84K $2.36M
ET
Energy Transfer LP

Energy
84.9K
New
$17.11 - $18.16 $1.45M - $1.54M
84.9K $1.46M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
71.5K
New
$19.85 - $20.2 $1.42M - $1.45M
71.5K $1.44M
LOW
Lowes Companies Inc

Consumer Cyclical
3.79K
+ 23.25%
$215.01 - $273.02 $815K - $1.03M
20.1K $5.05M
PANW
Palo Alto Networks Inc

Technology
7.13K
+ 32.23%
$167.06 - $208.19 $1.19M - $1.48M
29.2K $5.95M
GS
Goldman Sachs Group Inc

Financial Services
771
+ 8.47%
$696.56 - $806.32 $537K - $622K
9.87K $7.86M
IVE
Ishares S&P 500 Value ETF

ETFs
5.28K
+ 18.14%
$194.44 - $206.51 $1.03M - $1.09M
34.4K $7.1M
FMB
First Tr Exchange Traded Fd Ii

ETFs
27.9K
New
$49.32 - $50.93 $1.38M - $1.42M
27.9K $1.41M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
17.5K
+ 644.24%
$75.26 - $80.19 $1.31M - $1.4M
20.2K $1.61M
CDNS
Cadence Design Systems Inc

Technology
3.67K
+ 147.69%
$309.46 - $373.37 $1.14M - $1.37M
6.16K $2.16M
NOC
Northrop Grumman Corp

Industrials
1.29K
+ 24.48%
$498.9 - $609.32 $644K - $787K
6.56K $4M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
27.7K
New
$44.92 - $48.31 $1.24M - $1.34M
27.7K $1.34M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
26.5K
+ 488.34%
$48.5 - $50.19 $1.29M - $1.33M
31.9K $1.6M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
25.2K
New
$50.73 - $52.47 $1.28M - $1.32M
25.2K $1.32M
XLC
Select Sector Spdr Tr Communic

ETFs
11K
New
$105.99 - $119.41 $1.17M - $1.32M
11K $1.3M
XLY
Select Sector Spdr Consumer Di

ETFs
5.44K
New
$216.09 - $242.18 $1.17M - $1.32M
5.44K $1.3M
C
Citigroup Inc

Financial Services
11.3K
+ 123.92%
$85.57 - $103.49 $965K - $1.17M
20.4K $2.07M
T
At&T Inc.

Communication Services
46.2K
+ 168.34%
$26.94 - $29.62 $1.24M - $1.37M
73.6K $2.08M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.72K
New
$435.72 - $463.74 $1.19M - $1.26M
2.72K $1.26M
IJK
Ishares S&P Midcap 400 Growth

ETFs
12.7K
+ 180.36%
$91.28 - $97.59 $1.16M - $1.24M
19.7K $1.89M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
24.7K
New
$47.63 - $50.52 $1.18M - $1.25M
24.7K $1.25M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
24.6K
New
$50.09 - $50.73 $1.23M - $1.25M
24.6K $1.24M
MLPX
Global X Mlp & Energy Infrastr

ETFs
19.7K
New
$59.5 - $62.99 $1.17M - $1.24M
19.7K $1.24M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
8.49K
+ 322.2%
$131.47 - $143.64 $1.12M - $1.22M
11.1K $1.57M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
28.8K
New
$40.74 - $41.99 $1.17M - $1.21M
28.8K $1.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23.7K
New
$50.53 - $50.82 $1.2M - $1.2M
23.7K $1.2M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
15.8K
New
$67.52 - $76.75 $1.07M - $1.22M
15.8K $1.19M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
31.3K
New
$37.14 - $37.85 $1.16M - $1.19M
31.3K $1.18M
PLD
Prologis, Inc.

Real Estate
8.93K
+ 54.3%
$104.08 - $115.35 $929K - $1.03M
25.4K $2.91M
TT
Trane Technologies PLC

Industrials
2.76K
New
$398.96 - $472.54 $1.1M - $1.3M
2.76K $1.16M
WMB
Williams Companies, Inc.

Energy
17.2K
+ 13.35%
$56.52 - $64.01 $971K - $1.1M
146K $9.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.03K
+ 12.69%
$404.94 - $499.99 $416K - $514K
9.13K $4.43M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
43.1K
New
$23.82 - $25.84 $1.03M - $1.11M
43.1K $1.11M
DT
Dynatrace, Inc.

Technology
28K
+ 72.06%
$46.04 - $56.64 $1.29M - $1.59M
66.9K $3.24M
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
Track This Portfolio

Track Vestmark Advisory Solutions, Inc. Portfolio

Follow Vestmark Advisory Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestmark Advisory Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vestmark Advisory Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email