Pensionmark Financial Group, LLC Purchases in Q1 2025

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
984K
+ 399.16%
$64.88 - $72.1 $63.8M - $70.9M
1.23M $80.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
501K
+ 145.32%
$76.94 - $78.28 $38.5M - $39.2M
846K $66.2M
IVE
Ishares S&P 500 Value ETF

ETFs
204K
+ 2427.93%
$185.78 - $198.58 $37.8M - $40.4M
212K $40.4M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
309K
New
$100.59 - $103.47 $31M - $31.9M
309K $31.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
397K
+ 286.72%
$73.78 - $76.59 $29.3M - $30.4M
535K $41M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.05M
+ 1943.41%
$25.77 - $27.6 $27M - $29M
1.1M $29.3M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
216K
+ 3213.69%
$117.4 - $131.02 $25.3M - $28.3M
222K $26.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
120K
+ 1405.5%
$156.61 - $168.02 $18.8M - $20.2M
129K $20.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
187K
+ 2763.84%
$96.3 - $112.23 $18M - $21M
194K $18.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
327K
+ 696.84%
$54.25 - $57.64 $17.8M - $18.9M
374K $20.6M
VBR
Vanguard Small Cap Value ETF

ETFs
64.7K
+ 377.11%
$183.02 - $207.75 $11.8M - $13.4M
81.8K $15.2M
IEF
Ishares Barclays

ETFs
111K
+ 328.95%
$91.17 - $95.39 $10.1M - $10.6M
144K $13.8M
IEFA
Ishares Tr

ETFs
121K
+ 44.19%
$69.57 - $78.65 $8.42M - $9.52M
395K $29.9M
SPTL
Spdr Portfolio Long Term Treas

ETFs
387K
+ 699.89%
$25.54 - $27.64 $9.88M - $10.7M
442K $12.1M
AVDV
American Centy ETF Tr Avantis

ETFs
134K
New
$63.74 - $71.96 $8.52M - $9.61M
134K $9.32M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
84K
+ 111.28%
$87.68 - $94.52 $7.36M - $7.94M
159K $14.9M
EFV
Msci Eafe Value ETF

ETFs
125K
+ 331.63%
$51.88 - $60.73 $6.5M - $7.6M
163K $9.6M
IXUS
Ishares Tr

ETFs
91.7K
+ 29.13%
$65.06 - $72.31 $5.97M - $6.63M
407K $28.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
106K
+ 3159.79%
$63.77 - $71.36 $6.77M - $7.58M
110K $7.55M
IQLT
Ishares Msci Intl Quality Fact

ETFs
184K
+ 1763.73%
$36.91 - $41.03 $6.78M - $7.53M
194K $7.7M
COST
Costco Wholesale Corp

Consumer Defensive
7.08K
+ 50.04%
$890.62 - $1076.86 $6.31M - $7.63M
21.2K $20.1M
IAUM
I Shares Gold Trust Micro

ETFs
223K
New
$26.29 - $31.17 $5.87M - $6.96M
223K $6.96M
IAU
Ishares Gold Trust

ETFs
94.6K
+ 84.81%
$49.74 - $58.96 $4.71M - $5.58M
206K $12.2M
LVHI
Franklin International Low Vol

ETFs
203K
New
$30.53 - $32.85 $6.21M - $6.68M
203K $6.59M
PDI
Pimco Dynamic Income Fund

Financial Services
300K
New
$18.51 - $20.05 $5.55M - $6.02M
300K $5.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.58K
+ 7.68%
$442.66 - $534.52 $1.58M - $1.91M
50.2K $26.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
108K
+ 80.99%
$50.48 - $51.04 $5.45M - $5.51M
241K $12.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
77.4K
+ 1721.57%
$66.9 - $71.57 $5.17M - $5.54M
81.8K $5.76M
V
Visa Inc.

Financial Services
5.16K
+ 5.22%
$306.92 - $362.71 $1.58M - $1.87M
104K $36.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
51.2K
+ 133.54%
$100.32 - $100.76 $5.13M - $5.15M
89.5K $9M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
130K
+ 232.81%
$36.63 - $37.45 $4.76M - $4.87M
186K $6.84M
PJAN
Innovator U.S. Equity Power Bu

ETFs
109K
+ 121.37%
$41.09 - $43.24 $4.5M - $4.73M
200K $8.28M
PSLV
Sprott Physical Silver Trust

Financial Services
361K
New
$9.86 - $11.68 $3.56M - $4.22M
361K $4.19M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
44.9K
New
$82.81 - $96.53 $3.72M - $4.33M
44.9K $3.77M
VTI
Vanguard Total Stock Market Et

ETFs
16.3K
+ 31.58%
$271.18 - $303.12 $4.42M - $4.94M
67.9K $18.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
72K
+ 1438.31%
$50.39 - $50.66 $3.63M - $3.65M
77K $3.9M
FXO
First Tr Exchange Traded Fd Fi

ETFs
68.7K
+ 382.14%
$50.93 - $57.24 $3.5M - $3.93M
86.7K $4.6M
PM
Philip Morris International Inc.

Consumer Defensive
5.64K
+ 8.67%
$117.15 - $158.79 $660K - $895K
70.6K $11.2M
SCHC
Schwab Strategic Tr Intl Small

ETFs
92.3K
New
$33.57 - $37.22 $3.1M - $3.44M
92.3K $3.31M
JPM
Jpmorgan Chase & CO

Financial Services
7.72K
+ 3.85%
$225.19 - $279.95 $1.74M - $2.16M
208K $51.1M
CHD
Church & Dwight CO Inc

Consumer Defensive
49
+ 0.01%
$101.42 - $113.2 $4.97K - $5.55K
557K $61.4M
VIG
Vanguard Dividend Appreciation

ETFs
15.3K
+ 102.14%
N/A
30.3K $5.51M
XOM
Exxon Mobil Corp

Energy
8.77K
+ 5.9%
$105.44 - $118.93 $925K - $1.04M
157K $18.7M
ELV
Elevance Health, Inc.

Healthcare
2.91K
+ 14.16%
$365.9 - $436.25 $1.06M - $1.27M
23.4K $10.2M
AVDE
American Centy ETF Tr Avantis

ETFs
25.7K
+ 14.94%
$60.63 - $68.55 $1.56M - $1.76M
198K $13.1M
MDT
Medtronic PLC

Healthcare
12.2K
+ 8.68%
$79.84 - $94.5 $977K - $1.16M
153K $13.8M
ABBV
Abb Vie Inc.

Healthcare
1.75K
+ 2.72%
$169.2 - $216.66 $297K - $380K
66.2K $13.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 28.57%
$663000.0 - $801950.0 $1.33M - $1.6M
9 $7.19M
NOW
Service Now, Inc.

Technology
5.21K
+ 77.16%
$783.83 - $1170.39 $4.08M - $6.1M
12K $9.52M
Activity Summary
Buys All Purchases 686 New Holdings 119 Increased Positions 567 Sells All Sells 304 Reductions 304 Sold out 0 Options Calls 2 Puts 2
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