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Vestmark Advisory Solutions

Latest statistics and disclosures from Vestmark Advisory Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, VTI, BND, BBUS, DGRO, and represent 15.56% of Vestmark Advisory Solutions's stock portfolio.
Added to shares of these 10 stocks: DGCB (+$46M), COIN (+$28M), DFGP (+$22M), BND (+$19M), VTI (+$18M), SQ (+$18M), ROKU (+$17M), TSLA (+$16M), PATH (+$16M), ZM (+$15M).
Started 119 new stock positions in DKNG, IR, CB, URI, STN, IQV, SPY, HYFI, VCYT, OKTA.
Reduced shares in these 10 stocks: DFCF (-$42M), DFSD (-$9.8M), PAVE (-$6.9M), AGG (-$6.1M), USHY, EMLC, CALF, DGRO, IGRO, PEP.
Sold out of its positions in ALB, AFG, AIRC, CIEN, E, FRT, FR, FXG, PAVE, ILMN.
Vestmark Advisory Solutions was a net buyer of stock by $462M.
Vestmark Advisory Solutions has $2.0B in assets under management (AUM), dropping by 43.25%.
Central Index Key (CIK): 0001736982

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Positions held by Vestmark Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vestmark Advisory Solutions

Vestmark Advisory Solutions holds 509 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Vestmark Advisory Solutions has 509 total positions. Only the first 250 positions are shown.

Sign up to view all of the Vestmark Advisory Solutions Dec. 31, 2023 positions
Download the Vestmark Advisory Solutions December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.9	$78M	+20%	2.6M	29.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.2	$63M	+40%	266k	237.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.1	$61M	+44%	823k	73.55	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	3.0	$60M	+22%	697k	85.89	View chart
Ishares Tr Core Div Grwth (DGRO)	2.3	$46M	-5%	845k	53.82	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	2.3	$46M	NEW	856k	53.10	View chart
Ishares Tr Intl Div Grwth (IGRO)	2.1	$42M	-5%	650k	64.57	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.1	$42M	+42%	719k	57.96	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	1.8	$36M	+8%	628k	56.93	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	1.5	$29M	-5%	730k	39.19	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.5	$29M	+8%	607k	47.09	View chart
Coinbase Global Com Cl A (COIN)	1.4	$28M	NEW	161k	173.92	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.4	$28M	+69%	499k	55.90	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.1	$22M	NEW	411k	53.26	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$20M	+41%	396k	49.37	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.0	$19M	+22%	754k	25.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$19M	-24%	190k	99.25	View chart
Tesla Motors (TSLA)	0.9	$19M	+568%	75k	248.48	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.9	$18M	+20%	639k	28.61	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.9	$18M	+16%	625k	29.12	View chart
Block Cl A (SQ)	0.9	$18M	NEW	228k	77.35	View chart
Ishares Tr Mbs Etf (MBB)	0.9	$17M		181k	94.08	View chart
Roku Com Cl A (ROKU)	0.8	$17M	NEW	181k	91.66	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.8	$17M		129k	128.07	View chart
Microsoft Corporation (MSFT)	0.8	$16M	+14%	42k	376.04	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$16M		197k	80.04	View chart
Uipath Cl A (PATH)	0.8	$16M	NEW	626k	24.84	View chart
Zoom Video Communications In Cl A (ZM)	0.8	$15M	NEW	215k	71.91	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.8	$15M	+7%	246k	61.09	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.8	$15M	+9%	309k	47.86	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.7	$15M	+9%	261k	55.62	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.7	$13M	+28%	366k	36.25	View chart
Shopify Cl A (SHOP)	0.7	$13M	+2264%	167k	77.90	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.6	$12M	+12%	265k	45.61	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.6	$11M	NEW	173k	62.60	View chart
First Tr Exchange Traded Dow 30 Eql Wgt (EDOW)	0.5	$11M		325k	32.60	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$11M	-48%	225k	47.01	View chart
Amazon (AMZN)	0.5	$11M	-9%	70k	151.94	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$11M	+18%	353k	29.84	View chart
Roblox Corp Cl A (RBLX)	0.5	$10M	NEW	229k	45.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$10M	-5%	90k	111.63	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$10M	-12%	92k	108.26	View chart
Twilio Cl A (TWLO)	0.5	$9.8M	NEW	129k	75.87	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.5	$9.8M	+44%	213k	45.92	View chart
Apple (AAPL)	0.5	$9.3M	-6%	48k	192.53	View chart
Unity Software (U)	0.5	$9.2M	NEW	224k	40.89	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.5	$9.1M	NEW	390k	23.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$9.0M	+184%	19k	477.63	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	0.4	$8.6M	NEW	163k	52.77	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$8.6M	-83%	203k	42.40	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.4	$8.4M		118k	70.84	View chart
NVIDIA Corporation (NVDA)	0.4	$8.3M	+21%	17k	495.22	View chart
Intellia Therapeutics (NTLA)	0.4	$8.1M	NEW	266k	30.49	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.4	$8.0M	+21%	153k	52.52	View chart
Meta Platforms Cl A (META)	0.4	$8.0M	+446%	23k	353.96	View chart
Teradyne (TER)	0.4	$7.8M	+120%	72k	108.52	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$7.1M	+11%	64k	110.66	View chart
Robinhood Mkts Com Cl A (HOOD)	0.4	$6.9M	NEW	542k	12.74	View chart
Teladoc (TDOC)	0.3	$6.9M	NEW	320k	21.55	View chart
Servicenow (NOW)	0.3	$6.9M	-13%	9.7k	706.49	View chart
Draftkings Com Cl A (DKNG)	0.3	$6.8M	NEW	194k	35.25	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$6.8M	+29%	242k	28.30	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$6.8M	+21%	265k	25.66	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$6.8M	+174%	148k	46.04	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$6.8M	+23%	263k	25.79	View chart
Pagerduty (PD)	0.3	$6.8M	NEW	293k	23.15	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.3	$6.8M	+6%	405k	16.69	View chart
Ishares Tr Faln Angls Usd (FALN)	0.3	$6.7M	NEW	254k	26.40	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$6.6M	+24%	263k	24.96	View chart
Eli Lilly & Co. (LLY)	0.3	$6.5M	-4%	11k	582.93	View chart
Simpson Manufacturing (SSD)	0.3	$6.5M		33k	197.98	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.3	$6.4M		62k	103.55	View chart
Visa Com Cl A (V)	0.3	$6.1M	-15%	24k	260.35	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$5.9M	-4%	85k	69.47	View chart
Emcor (EME)	0.3	$5.8M		27k	215.43	View chart
UnitedHealth (UNH)	0.3	$5.7M	-7%	11k	526.45	View chart
Chevron Corporation (CVX)	0.3	$5.7M	+2%	38k	149.16	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.3	$5.6M	+4%	96k	58.98	View chart
Eaton Corp SHS (ETN)	0.3	$5.5M	+3%	23k	240.82	View chart
Adobe Systems Incorporated (ADBE)	0.3	$5.4M	-9%	9.0k	596.60	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.3	$5.4M	+6%	83k	64.86	View chart
Palantir Technologies Cl A (PLTR)	0.3	$5.4M	NEW	313k	17.17	View chart
Bentley Sys Com Cl B (BSY)	0.3	$5.4M	+3%	103k	52.18	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$5.3M	-3%	15k	350.92	View chart
Merck & Co (MRK)	0.3	$5.3M	+3%	49k	109.02	View chart
Aspen Technology (AZPN)	0.3	$5.2M		24k	220.15	View chart
Cooper Cos Com New	0.3	$5.2M	+12%	14k	378.43	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.3	$5.2M		57k	91.56	View chart
The Trade Desk Com Cl A (TTD)	0.3	$5.1M	+195%	71k	71.96	View chart
Ginkgo Bioworks Holdings Cl A Shs (DNA)	0.3	$5.0M	NEW	3.0M	1.69	View chart
Broadcom (AVGO)	0.3	$5.0M	-4%	4.5k	1116.34	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$5.0M		139k	35.91	View chart
Pool Corporation (POOL)	0.3	$5.0M	+6%	13k	398.72	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.3	$5.0M	+111%	172k	29.02	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$4.9M	+9%	74k	66.49	View chart
FTI Consulting (FCN)	0.2	$4.9M	-5%	24k	199.15	View chart
Pacific Biosciences of California (PACB)	0.2	$4.9M	NEW	495k	9.81	View chart
Veracyte (VCYT)	0.2	$4.9M	NEW	176k	27.51	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.2	$4.8M	+5%	216k	22.26	View chart
Northrop Grumman Corporation (NOC)	0.2	$4.8M	+118%	10k	468.12	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$4.7M	+7%	110k	43.29	View chart
Lennox International (LII)	0.2	$4.7M	+3%	11k	447.50	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.2	$4.7M	NEW	472k	9.86	View chart
Air Products & Chemicals (APD)	0.2	$4.6M		17k	273.79	View chart
Home Depot (HD)	0.2	$4.6M	-5%	13k	346.56	View chart
Twist Bioscience Corp (TWST)	0.2	$4.6M	NEW	123k	36.86	View chart
Nordson Corporation (NDSN)	0.2	$4.5M	+3%	17k	264.16	View chart
Procter & Gamble Company (PG)	0.2	$4.5M	+5%	31k	146.54	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.2	$4.5M	NEW	55k	82.40	View chart
Dex (DXCM)	0.2	$4.5M	+554%	36k	124.09	View chart
Jack Henry & Associates (JKHY)	0.2	$4.4M		27k	163.41	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.2	$4.4M		151k	29.42	View chart
Texas Instruments Incorporated (TXN)	0.2	$4.4M	-2%	26k	170.46	View chart
10x Genomics Cl A Com (TXG)	0.2	$4.3M	NEW	77k	55.96	View chart
Ansys (ANSS)	0.2	$4.3M	+3%	12k	362.88	View chart
Charles River Laboratories (CRL)	0.2	$4.3M	+7%	18k	236.40	View chart
Starbucks Corporation (SBUX)	0.2	$4.3M		45k	96.01	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$4.3M	+11%	130k	32.83	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.2	$4.2M		36k	117.45	View chart
Manhattan Associates (MANH)	0.2	$4.2M		19k	215.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$4.2M	+9%	25k	170.40	View chart
Primerica (PRI)	0.2	$4.1M	-6%	20k	205.76	View chart
Watsco, Incorporated (WSO)	0.2	$4.1M	+2%	9.6k	428.45	View chart
Zoetis Cl A (ZTS)	0.2	$4.1M		21k	197.37	View chart
Lpl Financial Holdings (LPLA)	0.2	$3.9M	+3%	17k	227.62	View chart
Equifax (EFX)	0.2	$3.9M	+3%	16k	247.29	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$3.8M	+15%	37k	104.00	View chart
Archer Aviation Com Cl A (ACHR)	0.2	$3.8M	NEW	623k	6.14	View chart
Intuit (INTU)	0.2	$3.8M	-11%	6.0k	625.01	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$3.8M	+7%	69k	54.98	View chart
Acushnet Holdings Corp (GOLF)	0.2	$3.7M	-5%	59k	63.17	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$3.6M	+25%	125k	29.05	View chart
W.R. Berkley Corporation (WRB)	0.2	$3.6M	+3%	51k	70.72	View chart
Thermo Fisher Scientific (TMO)	0.2	$3.6M	+122%	6.7k	530.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$3.5M		25k	139.69	View chart
Costco Wholesale Corporation (COST)	0.2	$3.5M		5.3k	660.05	View chart
Charles Schwab Corporation (SCHW)	0.2	$3.4M	+28%	50k	68.80	View chart
Nxp Semiconductors N V (NXPI)	0.2	$3.4M	+3%	15k	229.69	View chart
Rollins (ROL)	0.2	$3.4M	+3%	79k	43.67	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$3.4M	+14%	131k	25.98	View chart
Gra (GGG)	0.2	$3.4M	-4%	39k	86.76	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$3.4M	+18%	95k	35.41	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$3.3M	+12%	4.4k	756.87	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$3.3M	+26%	132k	25.20	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.2	$3.3M	+25%	137k	24.25	View chart
Cisco Systems (CSCO)	0.2	$3.3M	+7%	66k	50.52	View chart
BlackRock (BLK)	0.2	$3.3M	+2%	4.1k	811.75	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$3.3M	NEW	62k	53.19	View chart
Watts Water Technologies Cl A (WTS)	0.2	$3.3M		16k	208.34	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.3M	+9%	65k	50.58	View chart
Dolby Laboratories Com Cl A (DLB)	0.2	$3.3M	+3%	38k	86.18	View chart
Synopsys (SNPS)	0.2	$3.3M		6.4k	514.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$3.3M	NEW	6.9k	475.31	View chart
Landstar System (LSTR)	0.2	$3.3M		17k	193.65	View chart
Saia (SAIA)	0.2	$3.2M	+9%	7.4k	438.22	View chart
Teledyne Technologies Incorporated (TDY)	0.2	$3.2M	+9%	7.2k	446.26	View chart
Toro Company (TTC)	0.2	$3.2M	+36%	34k	95.99	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.2	$3.2M	+2%	12k	273.33	View chart
United Parcel Service CL B (UPS)	0.2	$3.2M	-6%	20k	157.23	View chart
TJX Companies (TJX)	0.2	$3.2M	+323%	34k	93.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$3.2M	+2%	8.9k	356.66	View chart
Zurn Water Solutions Corp Zws (ZWS)	0.2	$3.1M	NEW	106k	29.41	View chart
Allegion Ord Shs (ALLE)	0.2	$3.1M	+3%	25k	126.69	View chart
EXACT Sciences Corporation (EXAS)	0.2	$3.1M	NEW	42k	73.98	View chart
Johnson & Johnson (JNJ)	0.2	$3.1M	+12%	20k	156.74	View chart
Moelis & Co Cl A (MC)	0.2	$3.0M	+5%	54k	56.13	View chart
Lowe's Companies (LOW)	0.2	$3.0M	+8%	14k	222.55	View chart
Thor Industries (THO)	0.2	$3.0M	+3%	26k	118.25	View chart
Ufp Industries (UFPI)	0.2	$3.0M	NEW	24k	125.55	View chart
Philip Morris International (PM)	0.2	$3.0M	+104%	32k	94.08	View chart
Abbvie (ABBV)	0.2	$3.0M	-6%	19k	154.97	View chart
Arista Networks (ANET)	0.2	$3.0M		13k	235.51	View chart
Norfolk Southern (NSC)	0.2	$3.0M	+2%	13k	236.38	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	0.1	$2.9M	-15%	123k	23.79	View chart
Freeport-mcmoran CL B (FCX)	0.1	$2.9M		68k	42.57	View chart
Siteone Landscape Supply (SITE)	0.1	$2.9M	+3%	18k	162.50	View chart
Chemed Corp Com Stk (CHE)	0.1	$2.9M	+3%	4.9k	584.74	View chart
Darden Restaurants (DRI)	0.1	$2.9M	+3%	18k	164.30	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.9M	-6%	28k	103.45	View chart
Fair Isaac Corporation (FICO)	0.1	$2.9M	+3%	2.5k	1164.01	View chart
Exponent (EXPO)	0.1	$2.8M	+2%	32k	88.04	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.8M		8.3k	337.36	View chart
O'reilly Automotive (ORLY)	0.1	$2.8M	+16%	2.9k	950.08	View chart
Paychex (PAYX)	0.1	$2.8M		23k	119.11	View chart
RBC Bearings Incorporated (RBC)	0.1	$2.8M		9.7k	284.89	View chart
Sherwin-Williams Company (SHW)	0.1	$2.8M		8.8k	311.92	View chart
Kadant (KAI)	0.1	$2.7M	NEW	9.6k	280.31	View chart
Beam Therapeutics (BEAM)	0.1	$2.7M	NEW	98k	27.22	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.1	$2.7M	+11%	44k	61.48	View chart
Lci Industries (LCII)	0.1	$2.7M	-7%	21k	125.71	View chart
Fastenal Company (FAST)	0.1	$2.6M		41k	64.77	View chart
Crown Castle Intl (CCI)	0.1	$2.6M		23k	115.19	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$2.6M	+3%	32k	82.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.6M	-19%	19k	140.93	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$2.6M		36k	72.43	View chart
CorVel Corporation (CRVL)	0.1	$2.6M		10k	247.21	View chart
FactSet Research Systems (FDS)	0.1	$2.5M		5.3k	477.03	View chart
First Trust S&P REIT Index Fund (FRI)	0.1	$2.5M	+2%	95k	26.24	View chart
Bright Horizons Fam Sol In D (BFAM)	0.1	$2.5M	+2%	26k	94.24	View chart
Roper Industries (ROP)	0.1	$2.5M		4.5k	545.11	View chart
Netflix (NFLX)	0.1	$2.4M	-44%	5.0k	486.88	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$2.4M	+2%	22k	109.56	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.4M	+14%	5.6k	426.55	View chart
Martin Marietta Materials (MLM)	0.1	$2.3M		4.7k	498.91	View chart
Pinterest Cl A (PINS)	0.1	$2.3M	NEW	63k	37.04	View chart
American Tower Reit (AMT)	0.1	$2.3M	+18%	11k	215.87	View chart
Progressive Corporation (PGR)	0.1	$2.3M	+2%	15k	159.28	View chart
Sap Se Spon Adr (SAP)	0.1	$2.3M	+78%	15k	154.59	View chart
Marsh & McLennan Companies (MMC)	0.1	$2.3M	-4%	12k	189.47	View chart
Choice Hotels International (CHH)	0.1	$2.3M	+3%	20k	113.30	View chart
Boston Scientific Corporation (BSX)	0.1	$2.3M		39k	57.81	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$2.2M	+33%	79k	28.23	View chart
Diageo Spon Adr New (DEO)	0.1	$2.2M	+13%	15k	145.66	View chart
Totalenergies Se Sponsored Ads (TTE)	0.1	$2.2M		33k	67.38	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.2M	+2%	62k	35.88	View chart
Prologis (PLD)	0.1	$2.2M	+18%	16k	133.30	View chart
Artisan Partners Asset Mgmt Cl A (APAM)	0.1	$2.2M	-6%	49k	44.18	View chart
Pepsi (PEP)	0.1	$2.2M	-51%	13k	169.84	View chart
Scotts Miracle-gro Cl A (SMG)	0.1	$2.2M	+2%	34k	63.75	View chart
Hdfc Bank Sponsored Ads (HDB)	0.1	$2.1M	+16%	32k	67.11	View chart
Old Dominion Freight Line (ODFL)	0.1	$2.1M		5.3k	405.30	View chart
Moody's Corporation (MCO)	0.1	$2.1M		5.4k	390.56	View chart
salesforce (CRM)	0.1	$2.1M	-18%	8.1k	263.14	View chart
Spotify Technology S A SHS (SPOT)	0.1	$2.1M	NEW	11k	187.91	View chart
Abbott Laboratories (ABT)	0.1	$2.1M	-7%	19k	110.07	View chart
Pioneer Natural Resources (PXD)	0.1	$2.1M	-29%	9.3k	224.88	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.1M	+5%	47k	43.85	View chart
Nextera Energy (NEE)	0.1	$2.1M	+12%	34k	60.74	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$2.0M	-62%	43k	48.03	View chart
Cme (CME)	0.1	$2.0M	+11%	9.6k	210.61	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$2.0M	+6%	9.0k	224.88	View chart
First Hawaiian (FHB)	0.1	$2.0M	-15%	88k	22.86	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$1.8M		19k	94.69	View chart
Fidelity National Information Services (FIS)	0.1	$1.8M	-8%	30k	60.07	View chart
Sempra Energy (SRE)	0.1	$1.8M	-2%	24k	74.73	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$1.8M	+8%	27k	67.35	View chart
McDonald's Corporation (MCD)	0.1	$1.7M	-5%	5.9k	296.51	View chart
BP Sponsored Adr (BP)	0.1	$1.7M	+17%	49k	35.40	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$1.7M	+3%	64k	26.95	View chart
Williams Companies (WMB)	0.1	$1.7M	-3%	49k	34.83	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.7M	+16%	17k	100.97	View chart
Rli (RLI)	0.1	$1.7M	-4%	13k	133.13	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$1.7M	-8%	53k	31.68	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.7M	+58%	17k	99.98	View chart
Equinix (EQIX)	0.1	$1.6M	-5%	2.0k	805.49	View chart
PNC Financial Services (PNC)	0.1	$1.6M	-8%	11k	154.84	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.6M	+201%	31k	52.20	View chart
Verve Therapeutics (VERV)	0.1	$1.6M	NEW	113k	13.94	View chart
Travelers Companies (TRV)	0.1	$1.6M	+4%	8.1k	190.49	View chart
Nushares Etf Tr Esg Hi Tld Crp (NUHY)	0.1	$1.5M	+6%	73k	21.04	View chart

Past Filings by Vestmark Advisory Solutions

SEC 13F filings are viewable for Vestmark Advisory Solutions going back to 2019

Vestmark Advisory Solutions 2023 Q4 filed Feb. 6, 2024
Vestmark Advisory Solutions 2023 Q3 filed Nov. 6, 2023
Vestmark Advisory Solutions 2023 Q2 filed Aug. 7, 2023
Vestmark Advisory Solutions 2023 Q1 filed May 9, 2023
Vestmark Advisory Solutions 2022 Q4 filed Jan. 20, 2023
Vestmark Advisory Solutions 2022 Q3 filed Nov. 3, 2022
Vestmark Advisory Solutions 2022 Q2 filed Aug. 4, 2022
Vestmark Advisory Solutions 2022 Q1 filed April 27, 2022
Vestmark Advisory Solutions 2021 Q4 filed Jan. 31, 2022
Vestmark Advisory Solutions 2021 Q3 filed Nov. 15, 2021
Vestmark Advisory Solutions 2021 Q2 filed Aug. 9, 2021
Vestmark Advisory Solutions 2021 Q1 filed May 10, 2021
Vestmark Advisory Solutions 2020 Q4 filed Feb. 4, 2021
Vestmark Advisory Solutions 2020 Q3 filed Oct. 19, 2020
Vestmark Advisory Solutions 2020 Q2 filed Aug. 13, 2020
Vestmark Advisory Solutions 2020 Q1 filed May 6, 2020

View all past filings

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