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
RTX
Raytheon Technologies Corp

Industrials
2.03K
+ 3.95%
$114.1 - $135.66 $231K - $275K
53.3K $7.06M
DASH
Door Dash, Inc.

Communication Services
6.15K
New
$168.37 - $213.38 $1.04M - $1.31M
6.15K $1.12M
IXP
Ishares Global Comm Services E

ETFs
11.4K
New
$95.48 - $106.93 $1.09M - $1.22M
11.4K $1.11M
BNDX
Vanguard Total International B

ETFs
22.9K
+ 39.29%
$48.33 - $49.5 $1.11M - $1.13M
81.1K $3.96M
DFAU
Dimensional ETF Tr

ETFs
32.4K
+ 44.72%
$37.84 - $42.29 $1.23M - $1.37M
105K $4.03M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.92K
+ 0.5%
$18.36 - $20.51 $71.9K - $80.4K
795K $15.7M
VRSK
Verisk Analytics, Inc.

Industrials
3.58K
New
$268.63 - $301.33 $961K - $1.08M
3.58K $1.06M
JEPI
J P Morgan Exchange Traded Fd

ETFs
19.7K
+ 11.15%
$56.17 - $59.71 $1.11M - $1.18M
197K $11.2M
VPN
Global X Fds Data Ctr Reits &

ETFs
65.6K
New
N/A
65.6K $1.05M
NVS
Novartis Ag

Healthcare
4.54K
+ 12.3%
$97.14 - $115.57 $441K - $525K
41.5K $4.62M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.65K
+ 9.04%
$208.48 - $244.03 $343K - $402K
19.9K $4.85M
HOOD
Robinhood Markets, Inc.

Technology
22.4K
+ 330.64%
$35.63 - $65.28 $799K - $1.46M
29.2K $1.21M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
31.3K
New
$29.02 - $34.76 $909K - $1.09M
31.3K $951K
BDX
Becton Dickinson & CO

Healthcare
3.88K
+ 24.88%
$222.79 - $249.08 $865K - $967K
19.5K $4.46M
AMGN
Amgen Inc

Healthcare
193
+ 1.15%
$258.59 - $327.36 $49.9K - $63.2K
17K $5.28M
STE
Steris PLC

Healthcare
2.08K
+ 10.1%
$202.46 - $232.74 $421K - $484K
22.7K $5.14M
REET
Ishares Global Reit ETF

ETFs
33.5K
+ 11.51%
$23.24 - $25.16 $778K - $842K
324K $7.87M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
33.9K
New
$25.44 - $25.58 $864K - $868K
33.9K $867K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.14K
+ 29.94%
$408.78 - $448.82 $874K - $960K
9.28K $3.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.1K
+ 95.73%
$79.17 - $82.04 $802K - $831K
20.7K $1.69M
SNY
Sanofi

Healthcare
8.58K
+ 16.97%
$48.15 - $59.42 $413K - $510K
59.1K $3.28M
MO
Altria Group, Inc.

Consumer Defensive
8.94K
+ 24.41%
$50.81 - $60.02 $454K - $537K
45.6K $2.73M
KMX
Carmax Inc

Consumer Cyclical
14.8K
+ 16.69%
$69.25 - $89.19 $1.02M - $1.32M
103K $8.05M
UL
Unilever PLC

Consumer Defensive
9.93K
+ 14.08%
$54.72 - $60.29 $544K - $599K
80.5K $4.79M
IDV
Ishares Tr

ETFs
16.1K
+ 20.17%
$27.0 - $31.7 $436K - $511K
96.1K $2.98M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.47K
+ 7.65%
$77.7 - $78.94 $658K - $669K
119K $9.41M
FOXA
Fox Corp

Communication Services
13.6K
New
$47.9 - $58.0 $653K - $791K
13.6K $771K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
24.5K
+ 302.32%
$26.71 - $31.58 $654K - $774K
32.6K $988K
VEEV
Veeva Systems Inc

Healthcare
2.24K
+ 20.13%
$210.58 - $246.8 $471K - $553K
13.4K $3.09M
CTAS
Cintas Corp

Industrials
2.61K
+ 27.49%
$182.09 - $208.14 $475K - $543K
12.1K $2.49M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
15.3K
+ 53.75%
$44.68 - $46.49 $686K - $714K
43.9K $2.03M
HYDB
Ishares Tr Edge High Yield Def

ETFs
15.6K
New
$46.82 - $47.8 $729K - $744K
15.6K $733K
UITB
Usaa ETF Tr Core Intermediate

ETFs
15.5K
New
$45.41 - $47.18 $706K - $733K
15.5K $729K
FTLS
First Tr Long/Short Equity ETF

ETFs
12K
+ 47.87%
$63.42 - $68.17 $761K - $818K
37.1K $2.38M
ALL
Allstate Corp

Financial Services
899
+ 2.39%
$180.99 - $210.18 $163K - $189K
38.4K $7.96M
SPGI
S&P Global Inc.

Financial Services
1.05K
+ 5.65%
$478.26 - $543.77 $502K - $570K
19.6K $9.97M
GILD
Gilead Sciences, Inc.

Healthcare
1.87K
+ 7.65%
$89.14 - $117.41 $167K - $220K
26.4K $2.95M
SBND
Columbia ETF Tr I Short Durati

ETFs
35.7K
+ 45.07%
$18.36 - $18.71 $656K - $668K
115K $2.14M
CSCO
Cisco Systems, Inc.

Technology
4.5K
+ 2.89%
$58.74 - $64.87 $265K - $292K
160K $9.9M
IEMG
Ishares Inc

ETFs
12.4K
+ 10.62%
N/A
129K $6.92M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
12.9K
New
$50.24 - $50.57 $648K - $653K
12.9K $652K
EXPD
Expeditors International Of Washington Inc

Industrials
5.09K
+ 208.35%
$109.09 - $126.48 $555K - $644K
7.53K $905K
CI
Cigna Corp

Healthcare
1.37K
+ 39.23%
$274.49 - $329.0 $376K - $451K
4.87K $1.6M
EBAY
Ebay Inc

Consumer Cyclical
5.1K
+ 10.49%
$61.61 - $70.93 $314K - $362K
53.8K $3.64M
PG
Procter & Gamble CO

Consumer Defensive
2.89K
+ 6.01%
$158.56 - $176.26 $458K - $509K
50.9K $8.68M
COIN
Coinbase Global, Inc.

Technology
4.01K
+ 445.78%
$172.23 - $301.3 $691K - $1.21M
4.91K $845K
QTEC
First Trust Nasdaq 100 Technol

ETFs
5.97K
+ 21.01%
$173.56 - $210.67 $1.04M - $1.26M
34.4K $5.97M
WFC
Wells Fargo & Company

Financial Services
6.71K
+ 8.29%
$66.78 - $81.42 $448K - $546K
87.6K $6.29M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
719
+ 6.74%
$80.53 - $147.57 $57.9K - $106K
11.4K $1.5M
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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