Vestmark Advisory Solutions, Inc.

CIK
1736982
City
Wakefield
State / Country
MA

Top Portfolio Positions

893 positions · $3,740,021,948 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
614,264 $155,894,058 4.17%
NVDA
Nvidia Corp
Technology
773,025 $134,815,558 3.60%
GLD
Spdr Gold Trust
288,898 $124,309,920 3.32%
MSFT
Microsoft Corp
Technology
315,717 $116,868,958 3.12%
AMZN
Amazon Com Inc
Consumer Cyclical
424,173 $88,342,509 2.36%
GOOGL
Alphabet Inc.
Communication Services
283,730 $81,589,398 2.18%
XOM
Exxon Mobil Corp
Energy
401,666 $68,146,652 1.82%
AVGO
Broadcom Inc.
Technology
216,720 $67,077,005 1.79%
QQQ
Invesco Qqq Trust, Series 1
86,257 $49,785,814 1.33%
SPY
Spdr S&P 500 Etf Trust
75,834 $49,317,882 1.32%

Portfolio Trend

25 quarters · across all stocks

Holdings in FCN

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Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2026-03-31 $3,284,563 18,581
2025-12-31 $3,531,056 20,670
2025-09-30 $3,535,770 21,873
2025-06-30 $3,518,762 21,788
2025-03-31 $7,728,824 47,104
2024-12-31 $4,667,012 24,418
2024-09-30 $5,569,303 24,474
2024-06-30 $5,276,389 24,481
2024-03-31 $5,128,131 24,386
2023-12-31 $4,866,827 24,438
2023-09-30 $4,590,667 25,731
2023-06-30 $4,952,998 26,041
2023-03-31 $5,167,017 26,182
2022-12-31 $4,577,886 28,828
2022-09-30 $4,759,025 28,719
2022-06-30 $4,310,198 23,833
2022-03-31 $2,945,202 18,733
2021-12-31 $2,879,693 18,770
2021-09-30 $2,532,225 18,799
2021-06-30 $2,554,607 18,700
2021-03-31 $2,386,353 17,032