Vestmark Advisory Solutions, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.63 Billion distributed in 647 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $154M, Vanguard Bd Index Fd Inc Total with a value of $139M, J P Morgan Exchg Traded Fd with a value of $128M, Dimensional ETF Tr U S Core Eq with a value of $126M, and Vanguard Star Fd Vanguard Tota with a value of $95.9M.
Examining the 13F form we can see an increase of $201M in the current position value, from $2.43B to 2.63B.
Below you can find more details about Vestmark Advisory Solutions, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$2.63 Billion
ETFs: $1.59 Billion
Technology: $306 Million
Industrials: $135 Million
Financial Services: $125 Million
Healthcare: $120 Million
Consumer Cyclical: $109 Million
Communication Services: $81.2 Million
Consumer Defensive: $36.8 Million
Other: $83.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions