Vestmark Advisory Solutions, Inc. Incresed Positions in Q3 2024

Vestmark Advisory Solutions, Inc.

  • $2.43 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
17.9K
+ 8.44%
$41.34 - $43.55 $739K - $778K
230K $9.91M
GS
Goldman Sachs Group Inc

Financial Services
1.89K
+ 50.25%
$459.02 - $510.25 $868K - $964K
5.65K $2.8M
ZWS
Zurn Water Solutions Corp

Industrials
7.8K
+ 6.5%
$28.61 - $35.94 $223K - $280K
128K $4.6M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
11.1K
+ 11.46%
$73.86 - $84.2 $823K - $938K
108K $8.96M
SMG
Scotts Miracle Gro CO

Basic Materials
2.27K
+ 5.96%
$61.06 - $86.7 $138K - $196K
40.3K $3.49M
PM
Philip Morris International Inc.

Consumer Defensive
2.72K
+ 8.03%
$101.25 - $127.45 $275K - $346K
36.6K $4.44M
NUDM
Nuveen Esg International Devel

ETFs
15.8K
+ 8.42%
$30.15 - $34.01 $477K - $539K
204K $6.86M
ALLE
Allegion PLC

Industrials
1.68K
+ 6.09%
$114.67 - $145.7 $193K - $245K
29.3K $4.26M
V
Visa Inc.

Financial Services
2.49K
+ 10.7%
$253.74 - $291.56 $633K - $727K
25.8K $7.09M
CGGO
Capital Group Global Growth Eq

ETFs
30.5K
+ 38.2%
$27.25 - $30.52 $831K - $930K
110K $3.33M
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.38K
+ 6.73%
$108.65 - $139.41 $258K - $332K
37.7K $5.26M
NDSN
Nordson Corp

Industrials
1.23K
+ 6.43%
$225.0 - $262.63 $278K - $324K
20.4K $5.37M
APD
Air Products & Chemicals, Inc.

Basic Materials
224
+ 1.08%
$247.34 - $300.11 $55.4K - $67.2K
21K $6.24M
PGR
Progressive Corp

Financial Services
303
+ 1.78%
$209.46 - $259.24 $63.5K - $78.5K
17.3K $4.4M
EXPO
Exponent Inc

Industrials
2.04K
+ 6.63%
$93.45 - $115.28 $190K - $235K
32.7K $3.77M
LOW
Lowes Companies Inc

Consumer Cyclical
220
+ 1.48%
$213.3 - $270.78 $46.9K - $59.6K
15.1K $4.09M
SITE
Site One Landscape Supply, Inc.

Industrials
1.4K
+ 6.91%
$115.64 - $153.52 $161K - $214K
21.6K $3.26M
SHW
Sherwin Williams CO

Basic Materials
269
+ 3.19%
$294.65 - $384.0 $79.3K - $103K
8.71K $3.32M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.94K
+ 12.09%
$66.31 - $74.08 $460K - $514K
64.3K $4.72M
BSY
Bentley Systems Inc

Technology
12K
+ 10.33%
$44.79 - $51.95 $538K - $624K
128K $6.51M
MLM
Martin Marietta Materials Inc

Basic Materials
1.47K
+ 32.88%
$502.48 - $593.35 $740K - $873K
5.95K $3.2M
BSX
Boston Scientific Corp

Healthcare
6.07K
+ 16.06%
$72.96 - $84.0 $443K - $510K
43.8K $3.67M
HWM
Howmet Aerospace Inc.

Industrials
243
+ 0.75%
$77.3 - $100.22 $18.8K - $24.4K
32.7K $3.28M
UNH
Unitedhealth Group Inc

Healthcare
654
+ 13.44%
$488.01 - $604.18 $319K - $395K
5.52K $3.23M
WRB
Berkley W R Corp

Financial Services
34.7K
+ 60.54%
$51.54 - $79.62 $1.79M - $2.76M
92K $5.22M
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.4K
+ 15.25%
$64.35 - $75.71 $347K - $409K
40.8K $3M
THO
Thor Industries Inc

Consumer Cyclical
1.8K
+ 6.22%
$91.4 - $109.97 $164K - $197K
30.7K $3.37M
ISRG
Intuitive Surgical Inc

Healthcare
567
+ 6.92%
$416.14 - $494.01 $236K - $280K
8.77K $4.31M
CTAS
Cintas Corp

Industrials
14.9K
+ 305.7%
$201.38 - $819.83 $3M - $12.2M
19.8K $4.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
300
+ 3.14%
$405.19 - $478.57 $122K - $144K
9.87K $4.54M
VIG
Vanguard Dividend Appreciation

ETFs
3.63K
+ 10.62%
$182.15 - $182.15 $662K - $662K
37.9K $6.9M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
19.2K
+ 12.44%
$24.27 - $27.34 $466K - $524K
173K $4.66M
NEE
Nextera Energy Inc

Utilities
1.31K
+ 3.45%
$69.9 - $84.97 $91.8K - $112K
39.4K $3.33M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
17K
+ 11.65%
$25.73 - $28.81 $439K - $491K
163K $4.65M
CGGR
Capital Group Growth ETF Shs C

ETFs
11.6K
+ 10.39%
$30.71 - $34.79 $357K - $405K
124K $4.3M
WSO
Watsco Inc

Industrials
610
+ 5.73%
$448.73 - $519.89 $274K - $317K
11.3K $5.54M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
339
+ 0.17%
$52.27 - $60.45 $17.7K - $20.5K
205K $12.2M
DEO
Diageo PLC

Consumer Defensive
2.35K
+ 12.8%
$120.02 - $140.77 $283K - $331K
20.7K $2.91M
JKHY
Henry Jack & Associates Inc

Technology
1.52K
+ 5.11%
$160.87 - $177.06 $244K - $269K
31.2K $5.51M
SPTS
Spdr Portfolio Short Term Trea

ETFs
19.3K
+ 194.27%
$28.75 - $29.46 $556K - $569K
29.3K $860K
MSCI
Msci Inc.

Financial Services
703
+ 45.21%
$479.31 - $584.91 $337K - $411K
2.26K $1.32M
ZTS
Zoetis Inc.

Healthcare
386
+ 1.74%
$172.58 - $196.48 $66.6K - $75.8K
22.6K $4.41M
PH
Parker Hannifin Corp

Industrials
18
+ 0.42%
$501.01 - $635.92 $9.02K - $11.4K
4.34K $2.74M
CCI
Crown Castle International Corp

Real Estate
288
+ 1.17%
$95.29 - $120.24 $27.4K - $34.6K
24.8K $2.95M
CHE
Chemed Corp

Healthcare
343
+ 6.25%
$527.82 - $600.97 $181K - $206K
5.84K $3.51M
AVGO
Broadcom Inc.

Technology
37.6K
+ 903.8%
$136.27 - $1745.86 $5.12M - $65.6M
41.7K $7.2M
TRV
Travelers Companies, Inc.

Financial Services
1.24K
+ 16.51%
$201.87 - $242.35 $251K - $301K
8.78K $2.06M
DKNG
Draft Kings Inc.

Consumer Cyclical
11K
+ 13.21%
$29.85 - $41.1 $329K - $453K
94.5K $3.71M
NSC
Norfolk Southern Corp

Industrials
220
+ 1.6%
$213.75 - $259.69 $47K - $57.1K
14K $3.47M
Activity Summary
Buys All Purchases 331 New Holdings 66 Increased Positions 265 Sells All Sells 198 Reductions 198 Sold out 0 Options Calls 0 Puts 0
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