HoldingsChannel.com
Vestmark Advisory Solutions Inc. Top Holdings
As of  03/31/2023, below is a summary of the Vestmark Advisory Solutions Inc. top holdings by largest position size, as per the latest 13f filing made by Vestmark Advisory Solutions Inc.. In the Vestmark Advisory Solutions Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Vestmark Advisory Solutions Inc. in that top holding, then the share count change between reporting periods, and finally the Vestmark Advisory Solutions Inc. top holding position size for that row.

   EntityAmountChange
 12/31/2022 to 03/31/2023
Position Size
($ in 1000's)
ISHARES TR (IGRO) 747,372 -33,066 $45,306
     IGRO747,372-33,066$45,306
SPDR SER TR (SPYD) 1,157,293 +17,983 $43,977
     SPYD1,157,293+17,983$43,977
ISHARES TR (DGRO) 815,031 +15,308 $40,743
     DGRO815,031+15,308$40,743
MICROSOFT CORP 134,320 +903 $38,725
     MSFT134,320+903$38,725
SELECT SECTOR SPDR TR (XLK) 221,716 -19,269 $33,481
     XLK221,716-19,269$33,481
SELECT SECTOR SPDR TR (XLV) 235,543 -25,078 $30,494
     XLV235,543-25,078$30,494
DIMENSIONAL ETF TRUST (DFAC) 1,159,493 +1,159,493 $29,544
     DFAC1,159,493+1,159,493$29,544
DIMENSIONAL ETF TRUST (DFCF) 600,004 +600,004 $25,500
     DFCF600,004+600,004$25,500
APPLE INC 153,554 +1,226 $25,321
     AAPL153,554+1,226$25,321
VANGUARD BD INDEX FDS (BND) 324,774 +93,839 $23,978
     BND324,774+93,839$23,978
J P MORGAN EXCHANGE TRADED F (BBUS) 299,768 +69,107 $22,042
     BBUS299,768+69,107$22,042
UNITEDHEALTH GROUP INC 45,140 +1,385 $21,333
     UNH45,140+1,385$21,333
AMAZON COM INC 198,965 +28,061 $20,551
     AMZN198,965+28,061$20,551
ISHARES TR (AGG) 197,851 +70,880 $19,714
     AGG197,851+70,880$19,714
J P MORGAN EXCHANGE TRADED F (JCPB) 414,440 +151,787 $19,640
     JCPB414,440+151,787$19,640
BROADCOM INC 30,567 -470 $19,611
     AVGO30,567-470$19,611
VANGUARD INTL EQUITY INDEX F (VEU) 350,663 -23,020 $18,750
     VEU350,663-23,020$18,750
VISA INC 83,023 +6,012 $18,719
     V83,023+6,012$18,719
CHEVRON CORP NEW 112,130 +141 $18,295
     CVX112,130+141$18,295
VANGUARD INDEX FDS (VTI) 88,294 +29,047 $18,021
     VTI88,294+29,047$18,021
J P MORGAN EXCHANGE TRADED F (BBIN) 309,974 +88,223 $16,695
     BBIN309,974+88,223$16,695
VANGUARD INTL EQUITY INDEX F (VPL) 240,566 -8,582 $16,315
     VPL240,566-8,582$16,315
SELECT SECTOR SPDR TR (XLP) 215,799 +22,898 $16,122
     XLP215,799+22,898$16,122
JOHNSON & JOHNSON 99,212 +3,581 $15,378
     JNJ99,212+3,581$15,378
SELECT SECTOR SPDR TR (XLC) 258,193 +8,035 $14,967
     XLC258,193+8,035$14,967
CISCO SYS INC 265,263 +10,095 $13,867
     CSCO265,263+10,095$13,867
JPMORGAN CHASE & CO 104,238 -2,586 $13,583
     JPM104,238-2,586$13,583
MERCK & CO INC 127,578 -4,201 $13,573
     MRK127,578-4,201$13,573
VANGUARD STAR FDS (VXUS) 230,319 +63,741 $12,716
     VXUS230,319+63,741$12,716
ABBVIE INC 78,173 -738 $12,459
     ABBV78,173-738$12,459
ISHARES TR (IEF) 124,879 +104,455 $12,378
     IEF124,879+104,455$12,378
ISHARES TR (IEI) 103,616 +9,285 $12,190
     IEI103,616+9,285$12,190
UNITED PARCEL SERVICE INC 62,163 +656 $12,059
     UPS62,163+656$12,059
SELECT SECTOR SPDR TR (XLY) 79,957 +9,686 $11,957
     XLY79,957+9,686$11,957
COMCAST CORP NEW 309,914 +35,170 $11,749
     CMCSA309,914+35,170$11,749
DIMENSIONAL ETF TRUST (DFSD) 243,702 +243,702 $11,371
     DFSD243,702+243,702$11,371
ALPHABET INC 109,317 +1,681 $11,339
     GOOGL109,317+1,681$11,339
NVIDIA CORPORATION 37,595 +786 $10,443
     NVDA37,595+786$10,443
PROCTER AND GAMBLE CO 69,727 +1,227 $10,368
     PG69,727+1,227$10,368
SELECT SECTOR SPDR TR (XLU) 151,815 -13,066 $10,276
     XLU151,815-13,066$10,276
ISHARES TR (IVV) 24,637 -2,665 $10,128
     IVV24,637-2,665$10,128
PEPSICO INC 55,084 +3,234 $10,042
     PEP55,084+3,234$10,042
VANGUARD SCOTTSDALE FDS (VCIT) 114,306 -19,290 $9,170
     VCIT114,306-19,290$9,170
ASPEN TECHNOLOGY INC 39,817 +11,583 $9,113
     AZPN39,817+11,583$9,113
NEXTERA ENERGY INC      $9,103
     NEE114,501+8,675$8,826
     NEE.PRR5,987+5,987$277
TEXAS INSTRS INC 47,778 +1,371 $8,887
     TXN47,778+1,371$8,887
DIMENSIONAL ETF TRUST (DFIC) 367,677 +367,677 $8,848
     DFIC367,677+367,677$8,848
FIRST TR MORNINGSTAR DIVID L (FDL) 249,182 +79,791 $8,846
     FDL249,182+79,791$8,846
J P MORGAN EXCHANGE TRADED F (JGRO) 179,816 +13,505 $8,838
     JGRO179,816+13,505$8,838
RAYTHEON TECHNOLOGIES CORP 90,003 +4,345 $8,814
     RTX90,003+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.

Size ($ in 1000's)
At 03/31/2023: $2,309,142
At 12/31/2022: $2,052,661

Combined Holding Report Includes:
Vestmark Advisory Solutions Inc.
Janney Montgomery Scott LLC
NewEdge Wealth LLC
UBS Group AG

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

Vestmark Advisory Solutions Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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