
Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
747,372 | -33,066 | $45,306 |
IGRO | 747,372 | -33,066 | $45,306 |
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1,157,293 | +17,983 | $43,977 |
SPYD | 1,157,293 | +17,983 | $43,977 |
![]() |
815,031 | +15,308 | $40,743 |
DGRO | 815,031 | +15,308 | $40,743 |
![]() |
134,320 | +903 | $38,725 |
MSFT | 134,320 | +903 | $38,725 |
![]() |
221,716 | -19,269 | $33,481 |
XLK | 221,716 | -19,269 | $33,481 |
![]() |
235,543 | -25,078 | $30,494 |
XLV | 235,543 | -25,078 | $30,494 |
![]() |
1,159,493 | +1,159,493 | $29,544 |
DFAC | 1,159,493 | +1,159,493 | $29,544 |
![]() |
600,004 | +600,004 | $25,500 |
DFCF | 600,004 | +600,004 | $25,500 |
![]() |
153,554 | +1,226 | $25,321 |
AAPL | 153,554 | +1,226 | $25,321 |
![]() |
324,774 | +93,839 | $23,978 |
BND | 324,774 | +93,839 | $23,978 |
![]() |
299,768 | +69,107 | $22,042 |
BBUS | 299,768 | +69,107 | $22,042 |
![]() |
45,140 | +1,385 | $21,333 |
UNH | 45,140 | +1,385 | $21,333 |
![]() |
198,965 | +28,061 | $20,551 |
AMZN | 198,965 | +28,061 | $20,551 |
![]() |
197,851 | +70,880 | $19,714 |
AGG | 197,851 | +70,880 | $19,714 |
![]() |
414,440 | +151,787 | $19,640 |
JCPB | 414,440 | +151,787 | $19,640 |
![]() |
30,567 | -470 | $19,611 |
AVGO | 30,567 | -470 | $19,611 |
![]() |
350,663 | -23,020 | $18,750 |
VEU | 350,663 | -23,020 | $18,750 |
![]() |
83,023 | +6,012 | $18,719 |
V | 83,023 | +6,012 | $18,719 |
![]() |
112,130 | +141 | $18,295 |
CVX | 112,130 | +141 | $18,295 |
![]() |
88,294 | +29,047 | $18,021 |
VTI | 88,294 | +29,047 | $18,021 |
![]() |
309,974 | +88,223 | $16,695 |
BBIN | 309,974 | +88,223 | $16,695 |
![]() |
240,566 | -8,582 | $16,315 |
VPL | 240,566 | -8,582 | $16,315 |
![]() |
215,799 | +22,898 | $16,122 |
XLP | 215,799 | +22,898 | $16,122 |
![]() |
99,212 | +3,581 | $15,378 |
JNJ | 99,212 | +3,581 | $15,378 |
![]() |
258,193 | +8,035 | $14,967 |
XLC | 258,193 | +8,035 | $14,967 |
![]() |
265,263 | +10,095 | $13,867 |
CSCO | 265,263 | +10,095 | $13,867 |
![]() |
104,238 | -2,586 | $13,583 |
JPM | 104,238 | -2,586 | $13,583 |
![]() |
127,578 | -4,201 | $13,573 |
MRK | 127,578 | -4,201 | $13,573 |
![]() |
230,319 | +63,741 | $12,716 |
VXUS | 230,319 | +63,741 | $12,716 |
![]() |
78,173 | -738 | $12,459 |
ABBV | 78,173 | -738 | $12,459 |
![]() |
124,879 | +104,455 | $12,378 |
IEF | 124,879 | +104,455 | $12,378 |
![]() |
103,616 | +9,285 | $12,190 |
IEI | 103,616 | +9,285 | $12,190 |
![]() |
62,163 | +656 | $12,059 |
UPS | 62,163 | +656 | $12,059 |
![]() |
79,957 | +9,686 | $11,957 |
XLY | 79,957 | +9,686 | $11,957 |
![]() |
309,914 | +35,170 | $11,749 |
CMCSA | 309,914 | +35,170 | $11,749 |
![]() |
243,702 | +243,702 | $11,371 |
DFSD | 243,702 | +243,702 | $11,371 |
![]() |
109,317 | +1,681 | $11,339 |
GOOGL | 109,317 | +1,681 | $11,339 |
![]() |
37,595 | +786 | $10,443 |
NVDA | 37,595 | +786 | $10,443 |
![]() |
69,727 | +1,227 | $10,368 |
PG | 69,727 | +1,227 | $10,368 |
![]() |
151,815 | -13,066 | $10,276 |
XLU | 151,815 | -13,066 | $10,276 |
![]() |
24,637 | -2,665 | $10,128 |
IVV | 24,637 | -2,665 | $10,128 |
![]() |
55,084 | +3,234 | $10,042 |
PEP | 55,084 | +3,234 | $10,042 |
![]() |
114,306 | -19,290 | $9,170 |
VCIT | 114,306 | -19,290 | $9,170 |
![]() |
39,817 | +11,583 | $9,113 |
AZPN | 39,817 | +11,583 | $9,113 |
![]() |
$9,103 | ||
NEE | 114,501 | +8,675 | $8,826 |
NEE.PRR | 5,987 | +5,987 | $277 |
![]() |
47,778 | +1,371 | $8,887 |
TXN | 47,778 | +1,371 | $8,887 |
![]() |
367,677 | +367,677 | $8,848 |
DFIC | 367,677 | +367,677 | $8,848 |
![]() |
249,182 | +79,791 | $8,846 |
FDL | 249,182 | +79,791 | $8,846 |
![]() |
179,816 | +13,505 | $8,838 |
JGRO | 179,816 | +13,505 | $8,838 |
![]() |
90,003 | +4,345 | $8,814 |
RTX | 90,003 | +4,345 | $8,814 |
See Full List: All Stocks Held By Vestmark Advisory Solutions Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Vestmark Advisory Solutions Inc.
![]() At 03/31/2023: $2,309,142 At 12/31/2022: $2,052,661 Combined Holding Report Includes:
Vestmark Advisory Solutions Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vestmark Advisory Solutions Inc. 13F filings. Link to 13F filings: SEC filings |