Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 22 | Q2 2024 | 2.7% |
VANGUARD BD INDEX FDS | 22 | Q2 2024 | 4.3% |
APPLE INC | 22 | Q2 2024 | 1.7% |
UNITEDHEALTH GROUP INC | 22 | Q2 2024 | 1.7% |
BROADCOM INC | 22 | Q2 2024 | 1.4% |
JOHNSON & JOHNSON | 22 | Q2 2024 | 2.0% |
VISA INC | 22 | Q2 2024 | 1.2% |
JPMORGAN CHASE & CO. | 22 | Q2 2024 | 1.4% |
CHEVRON CORP NEW | 22 | Q2 2024 | 1.2% |
CISCO SYS INC | 22 | Q2 2024 | 1.6% |
View Vestmark Advisory Solutions, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-30 |
13F-HR | 2024-08-12 |
13F-HR | 2024-05-15 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-09 |
13F-HR | 2023-01-20 |
13F-HR | 2022-11-03 |
13F-HR | 2022-08-04 |
View Vestmark Advisory Solutions, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.