Pensionmark Financial Group, LLC Purchases in Q2 2025

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
380K
+ 104.42%
$82.96 - $110.1 $31.5M - $41.8M
744K $81.9M
IJK
Ishares S&P Midcap 400 Growth

ETFs
452K
+ 1349.37%
$73.7 - $90.98 $33.3M - $41.2M
486K $44.2M
MSFT
Microsoft Corp

Technology
34.8K
+ 18.5%
$354.56 - $497.45 $12.3M - $17.3M
223K $111M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.51M
+ 1225.69%
$19.6 - $24.44 $29.6M - $37M
1.64M $40M
VOT
Vanguard Mid Cap Growth Index

ETFs
96.1K
+ 634.22%
$216.28 - $284.39 $20.8M - $27.3M
111K $31.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
822K
+ 157.56%
$22.27 - $29.21 $18.3M - $24M
1.34M $39.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
163K
+ 968.94%
$108.87 - $133.04 $17.7M - $21.6M
179K $23.9M
AVGO
Broadcom Inc.

Technology
361
+ 0.23%
$146.29 - $275.65 $52.8K - $99.5K
158K $43.7M
NVDA
Nvidia Corp

Technology
23.2K
+ 8.73%
$94.31 - $157.99 $2.19M - $3.67M
289K $45.7M
JPM
Jpmorgan Chase & CO

Financial Services
23.4K
+ 11.26%
$210.28 - $289.91 $4.93M - $6.79M
232K $67.1M
AMZN
Amazon Com Inc

Consumer Cyclical
28.2K
+ 11.03%
$167.32 - $223.3 $4.72M - $6.3M
284K $62.3M
META
Meta Platforms, Inc.

Communication Services
1.05K
+ 1.39%
$484.66 - $738.09 $507K - $773K
76.3K $56.3M
IBM
International Business Machines Corp

Technology
37.4K
+ 223.07%
$221.03 - $294.78 $8.26M - $11M
54.1K $16M
SPY
Spdr S&P 500 ETF Trust

ETFs
14.6K
+ 34.17%
$496.48 - $617.85 $7.25M - $9.03M
57.4K $35.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.3K
+ 2.22%
$58.41 - $72.69 $1.6M - $1.99M
1.26M $91.4M
AVUS
American Centy ETF Tr Avantis

ETFs
65.4K
+ 21.74%
$81.38 - $100.82 $5.32M - $6.59M
366K $36.9M
AAPL
Apple Inc.

Technology
91.5K
+ 14.87%
$172.42 - $223.89 $15.8M - $20.5M
707K $145M
IWY
Ishares Tr Russell 200 Growth

ETFs
32.4K
+ 3401.89%
$187.5 - $246.51 $6.08M - $7.99M
33.4K $8.23M
AMAT
Applied Materials Inc

Technology
35.1K
+ 83.33%
$126.95 - $183.52 $4.45M - $6.44M
77.2K $14.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.1K
+ 8.38%
$416.06 - $551.64 $2.12M - $2.82M
66K $36.4M
IXN
Ishares Global Information Tec

ETFs
84.2K
New
$65.81 - $92.34 $5.54M - $7.77M
84.2K $7.77M
KO
Coca Cola CO

Consumer Defensive
93.4K
+ 125.74%
$68.37 - $73.9 $6.38M - $6.9M
168K $11.9M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
21.3K
+ 45.63%
$171.4 - $227.1 $3.65M - $4.83M
67.9K $15.4M
XOM
Exxon Mobil Corp

Energy
72.8K
+ 46.29%
$99.93 - $119.04 $7.28M - $8.67M
230K $24.8M
HD
Home Depot, Inc.

Consumer Cyclical
16.4K
+ 28.4%
$335.24 - $380.78 $5.48M - $6.23M
73.9K $27.1M
ORCL
Oracle Corp

Technology
5.28K
+ 8.67%
$122.82 - $218.63 $648K - $1.15M
66.2K $14.5M
C
Citigroup Inc

Financial Services
63.9K
+ 190.0%
$58.13 - $85.12 $3.71M - $5.44M
97.5K $8.3M
GOOGL
Alphabet Inc.

Communication Services
5.46K
+ 2.4%
$144.7 - $178.6 $790K - $975K
233K $41.1M
ABBV
Abb Vie Inc.

Healthcare
37.9K
+ 57.16%
$170.16 - $206.27 $6.44M - $7.81M
104K $19.3M
UBER
Uber Technologies, Inc

Technology
52.8K
+ 223.9%
$64.62 - $93.3 $3.41M - $4.93M
76.4K $7.13M
GOOG
Alphabet Inc.

Communication Services
8.55K
+ 5.23%
$146.58 - $180.01 $1.25M - $1.54M
172K $30.5M
PG
Procter & Gamble CO

Consumer Defensive
33.8K
+ 66.39%
$157.66 - $172.39 $5.33M - $5.83M
84.7K $13.5M
VZ
Verizon Communications Inc

Communication Services
121K
+ 50.77%
$41.67 - $45.62 $5.05M - $5.53M
360K $15.6M
LVHI
Franklin International Low Vol

ETFs
142K
+ 69.69%
$28.91 - $33.28 $4.1M - $4.72M
345K $11.2M
IEFA
Ishares Tr

ETFs
18.3K
+ 4.64%
$67.83 - $84.09 $1.24M - $1.54M
413K $34.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
82.4K
+ 51.42%
$47.46 - $55.3 $3.91M - $4.56M
243K $13.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
52.4K
+ 6.19%
$77.74 - $78.78 $4.07M - $4.13M
898K $70.7M
CGDV
Capital Group Divid Value ETF

ETFs
98.5K
+ 64.55%
$31.93 - $39.49 $3.15M - $3.89M
251K $9.92M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
44.4K
New
$84.34 - $99.49 $3.75M - $4.42M
44.4K $4.39M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.76K
+ 6.5%
$141.37 - $228.57 $531K - $858K
61.5K $13.9M
PFE
Pfizer Inc

Healthcare
181K
+ 118.21%
$21.59 - $24.84 $3.92M - $4.51M
335K $8.12M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
76.6K
+ 8.81%
$49.79 - $50.59 $3.82M - $3.88M
947K $47.9M
JNJ
Johnson & Johnson

Healthcare
35K
+ 36.26%
$146.36 - $159.82 $5.12M - $5.59M
131K $20.1M
IXUS
Ishares Tr

ETFs
11K
+ 2.7%
$62.37 - $77.63 $684K - $851K
417K $32.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
141
+ 5.41%
$4164.15 - $5789.24 $587K - $816K
2.75K $15.9M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
109K
New
$30.9 - $34.31 $3.38M - $3.76M
109K $3.76M
MCD
Mcdonalds Corp

Consumer Cyclical
13.3K
+ 147.74%
$285.55 - $321.23 $3.78M - $4.26M
22.2K $6.49M
NFLX
Netflix Inc

Communication Services
1.3K
+ 29.95%
$855.86 - $1339.13 $1.11M - $1.74M
5.64K $7.55M
PM
Philip Morris International Inc.

Consumer Defensive
9K
+ 12.74%
$149.23 - $184.95 $1.34M - $1.66M
79.6K $14.5M
Activity Summary
Buys All Purchases 662 New Holdings 151 Increased Positions 511 Sells All Sells 407 Reductions 407 Sold out 0 Options Calls 5 Puts 5
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