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
J P Morgan Exchange Traded F
3.8K
New
N/A
3.8K $0
Schwab Strategic Tr
27.3K
New
N/A
27.3K $0
BFB
Brown Forman Corp Cl B
10.3K
New
N/A
10.3K $0
LCTD
Blackrock ETF World Ex Us Carb
420
+ 8.71%
N/A
5.24K $0
Blackrock ETF Trust Ii
48.9K
+ 192.65%
N/A
74.3K $0
Capital Grp Fixed Incm ETF T
8.42K
New
N/A
8.42K $0
Capital Group Dividend Growe
11.5K
+ 45.98%
N/A
36.7K $0
Blackrock Inc
339
+ 9.38%
N/A
3.96K $0
XTWO
Bondbloxx ETF Tr 2 Yr Target D
324
+ 2.48%
N/A
13.4K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
1.41K
+ 12.34%
N/A
12.8K $0
CGMS
Capital Grp Core Plus Income E
5.94K
+ 61.81%
N/A
15.5K $0
Jacobs Solutions Inc
332
+ 15.8%
N/A
2.43K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
8.55K
New
N/A
8.55K $0
Bitwise Bitcoin ETF Tr
5.37K
New
N/A
5.37K $0
CGMU
Capital Group Core Plus Income
3.46K
+ 2.39%
N/A
149K $0
Sharkninja Inc
3.21K
New
N/A
3.21K $0
J P Morgan Exchange Traded F
2.6K
+ 72.22%
N/A
6.2K $0
Morgan Stanley ETF Trust
168K
New
N/A
168K $0
Tidal ETF Tr
934
+ 8.34%
N/A
12.1K $0
Capital Group International
6.72K
+ 58.66%
N/A
18.2K $0
Linde PLC
463
+ 28.15%
N/A
2.11K $0
Capital Group Equity ETF Tr
9.15K
New
N/A
9.15K $0
Cava Group Inc
210
+ 6.26%
N/A
3.57K $0
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
112
+ 0.31%
$51.26 - $52.53 $5.74K - $5.88K
36.3K $1.87M
CGGO
Capital Group Global Growth Eq

ETFs
542
+ 2.64%
$28.33 - $30.84 $15.4K - $16.7K
21K $596K
AIQ
Global X Funds Global X Artifi

ETFs
393
+ 5.47%
$36.38 - $42.77 $14.3K - $16.8K
7.58K $275K
NDAQ
Nasdaq, Inc.

Financial Services
526
+ 1.78%
$72.17 - $83.76 $38K - $44.1K
30.1K $2.29M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
374
+ 3.43%
$50.25 - $55.9 $18.8K - $20.9K
11.3K $580K
VT
Vanguard Total World Stk Index

ETFs
19
+ 0.46%
$115.08 - $123.97 $2.19K - $2.36K
4.16K $481K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
120
+ 2.14%
$46.77 - $52.97 $5.61K - $6.36K
5.72K $268K
BMO
Bank Of Montreal

Financial Services
29
+ 0.58%
$94.92 - $104.14 $2.75K - $3.02K
4.99K $476K
LDOS
Leidos Holdings, Inc.

Technology
262
+ 5.87%
$126.82 - $161.11 $33.2K - $42.2K
4.73K $638K
PCG
Pg&E Corp

Utilities
1.49K
+ 14.8%
$15.16 - $20.4 $22.5K - $30.3K
11.5K $197K
TLRY
Tilray Brands, Inc.

Healthcare
10.2K
+ 57.35%
$0.59 - $1.46 $6.01K - $14.9K
27.9K $18K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.2%
$65.27 - $71.18 $1.37K - $1.49K
10.3K $685K
SRE
Sempra Energy

Utilities
739
+ 20.1%
$67.85 - $87.67 $50.1K - $64.8K
4.42K $315K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1
+ 0.03%
$67.43 - $75.54 $67.4 - $75.5
3.5K $239K
FIW
First Trust Water ETF

ETFs
4
+ 0.07%
$99.48 - $106.74 $398 - $427
5.98K $601K
ECC
Eagle Point Credit CO Inc.

Financial Services
817
+ 3.74%
$7.7 - $9.14 $6.29K - $7.47K
22.6K $183K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5
+ 0.07%
$48.02 - $53.02 $240 - $265
6.76K $334K
IQV
Iqvia Holdings Inc.

Healthcare
6.82K
+ 11.37%
$176.3 - $209.96 $1.2M - $1.43M
66.8K $11.8M
ET
Energy Transfer LP

Energy
4.2K
+ 4.79%
$17.26 - $21.08 $72.5K - $88.5K
92K $1.71M
WDAY
Workday, Inc.

Technology
149
+ 7.77%
$233.53 - $277.82 $34.8K - $41.4K
2.07K $482K
DFUS
Dimensional ETF Tr U S Equity

ETFs
10
+ 0.21%
$59.61 - $66.71 $596 - $667
4.85K $293K
IWB
Ishares Tr Russell 1000 ETF

ETFs
21
+ 1.49%
$302.31 - $337.54 $6.35K - $7.09K
1.43K $438K
JMEE
J P Morgan Exchange Traded Fd

ETFs
154
+ 2.84%
$54.51 - $63.63 $8.39K - $9.8K
5.59K $312K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.04%
$96.93 - $109.51 $96.9 - $110
2.39K $234K
AVT
Avnet Inc

Technology
287
+ 3.97%
$46.61 - $54.65 $13.4K - $15.7K
7.51K $361K
AXP
American Express CO

Financial Services
558
+ 9.21%
$255.39 - $325.87 $143K - $182K
6.62K $1.78M
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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