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
UHS
Universal Health Services Inc

Healthcare
2.02K
+ 150.22%
$163.99 - $193.27 $331K - $390K
3.36K $631K
SLV
I Shares Silver Trust

ETFs
2.45K
+ 3.64%
$26.93 - $31.32 $65.8K - $76.6K
69.6K $2.16M
AIG
American International Group, Inc.

Financial Services
3.53K
+ 60.96%
$70.5 - $86.94 $249K - $307K
9.32K $809K
FMF
First Trust Managed Futures St

ETFs
8.69K
+ 88.38%
$45.87 - $48.39 $399K - $421K
18.5K $854K
AVEM
American Centy ETF Tr Avantis

ETFs
6.01K
+ 55.05%
$57.11 - $62.4 $343K - $375K
16.9K $1.02M
AFL
Aflac Inc

Financial Services
2.89K
+ 42.34%
$100.99 - $111.19 $291K - $321K
9.7K $1.08M
VST
Vistra Corp.

Utilities
3.81K
+ 103.19%
$108.49 - $191.89 $414K - $732K
7.51K $881K
SCHR
Schwab Intermediate Term Us Tr

ETFs
14.9K
New
$24.05 - $24.86 $358K - $370K
14.9K $369K
IGRO
Ishares Tr International Divid

ETFs
5.08K
New
$66.91 - $73.87 $340K - $375K
5.08K $367K
OSIS
Osi Systems Inc

Technology
1.88K
New
$153.35 - $219.6 $288K - $412K
1.88K $364K
XLV
Select Sector Spdr Fund Health

ETFs
980
+ 3.95%
$137.61 - $149.68 $135K - $147K
25.8K $3.77M
FLRG
Fidelity Covington Tr U S Mult

ETFs
11K
+ 53.78%
$32.37 - $35.77 $357K - $394K
31.5K $1.05M
SU
Suncor Energy Inc

Energy
7.06K
+ 29.04%
$34.27 - $40.63 $242K - $287K
31.4K $1.21M
GS
Goldman Sachs Group Inc

Financial Services
978
+ 13.37%
$524.81 - $672.19 $513K - $657K
8.3K $4.53M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.12K
New
$79.96 - $87.71 $329K - $361K
4.12K $338K
MUR
Murphy Oil Corp

Energy
12.3K
+ 170.27%
$24.02 - $33.9 $296K - $418K
19.6K $555K
TXN
Texas Instruments Inc

Technology
1.73K
+ 18.41%
N/A
11.1K $2.17M
ACGL
Arch Capital Group Ltd.

Financial Services
3.37K
+ 114.13%
$88.13 - $96.94 $297K - $327K
6.32K $607K
AON
Aon PLC

Financial Services
585
+ 23.48%
$348.44 - $409.32 $204K - $239K
3.08K $1.23M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.79K
+ 41.38%
$110.75 - $119.78 $309K - $334K
9.53K $1.1M
ETSY
Etsy Inc

Consumer Cyclical
6.92K
New
$44.4 - $57.29 $307K - $397K
6.92K $326K
ENSG
Ensign Group, Inc

Healthcare
2.52K
New
$125.4 - $148.86 $316K - $375K
2.52K $325K
PFE
Pfizer Inc

Healthcare
19.1K
+ 14.18%
$25.01 - $27.13 $477K - $517K
153K $3.89M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
5.3K
New
$58.09 - $67.05 $308K - $356K
5.3K $318K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.58K
+ 28.9%
$49.25 - $50.66 $324K - $334K
29.4K $1.46M
FDVV
Fidelity High Dividend ETF

ETFs
7.75K
+ 3.7%
$48.86 - $52.28 $379K - $405K
217K $10.8M
SYK
Stryker Corp

Healthcare
495
+ 4.67%
$355.18 - $399.9 $176K - $198K
11.1K $4.13M
AIZ
Assurant, Inc.

Financial Services
1.6K
+ 21.01%
$198.92 - $218.67 $317K - $349K
9.19K $1.93M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.46K
+ 74.47%
$91.76 - $103.26 $317K - $357K
8.1K $749K
MCD
Mcdonalds Corp

Consumer Cyclical
365
+ 4.24%
$279.74 - $321.29 $102K - $117K
8.97K $2.8M
GRMN
Garmin LTD

Technology
1.41K
New
$204.55 - $241.93 $288K - $341K
1.41K $306K
CROX
Crocs, Inc.

Consumer Cyclical
2.81K
New
$88.83 - $112.59 $250K - $316K
2.81K $298K
FYLD
Cambria Foreign Shareholder Yi

ETFs
11K
New
$24.97 - $27.67 $275K - $304K
11K $296K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
3.37K
New
$73.71 - $87.55 $249K - $295K
3.37K $293K
HEFA
Ishares Currency Hedged Msci E

ETFs
7.28K
+ 45.03%
$34.83 - $37.52 $254K - $273K
23.5K $851K
AYI
Acuity Brands Inc

Industrials
1.1K
New
$257.8 - $337.07 $284K - $371K
1.1K $290K
CW
Curtiss Wright Corp

Industrials
906
New
$304.82 - $384.07 $276K - $348K
906 $287K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.81K
+ 7.59%
$48.65 - $53.06 $137K - $149K
39.9K $2.07M
JXN
Jackson Financial Inc.

Financial Services
3.42K
New
$79.36 - $97.88 $272K - $335K
3.42K $286K
BIO
Bio Rad Laboratories, Inc.

Healthcare
1.17K
New
$243.0 - $367.0 $285K - $431K
1.17K $285K
APD
Air Products & Chemicals, Inc.

Basic Materials
282
+ 0.68%
$283.24 - $338.07 $79.9K - $95.3K
41.6K $12.3M
RE
Everest Re Group LTD

Financial Services
765
+ 72.03%
N/A
1.83K $677K
SUN
Sunoco LP

Energy
4.8K
New
$51.29 - $59.25 $246K - $284K
4.8K $278K
PLD
Prologis, Inc.

Real Estate
1.87K
+ 16.85%
$103.59 - $124.04 $194K - $232K
13K $1.45M
ADM
Archer Daniels Midland CO

Consumer Defensive
5.71K
New
$45.22 - $52.17 $258K - $298K
5.71K $273K
KLAC
Kla Corp

Technology
340
+ 41.46%
$636.62 - $777.63 $216K - $264K
1.16K $788K
MARB
First Tr Exchange Traded Fd Ii

ETFs
13.6K
New
$19.75 - $20.03 $269K - $273K
13.6K $272K
VPU
Vanguard Utilities ETF

ETFs
1.48K
+ 71.08%
$161.24 - $173.33 $239K - $257K
3.57K $609K
ABC
Amerisourcebergen Corp

Healthcare
1.44K
+ 7.48%
N/A
20.8K $3.84M
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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