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
BAC
Bank Of America Corp

Financial Services
13.7K
+ 9.97%
$39.61 - $47.74 $542K - $654K
151K $6.3M
HRB
H&R Block Inc

Consumer Cyclical
4.76K
New
$49.96 - $55.97 $238K - $266K
4.76K $261K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
12.2K
New
$20.83 - $21.52 $254K - $262K
12.2K $261K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.4K
New
$19.42 - $19.54 $261K - $262K
13.4K $261K
UTHR
United Therapeutics Corp

Healthcare
1.03K
+ 79.21%
$304.42 - $380.78 $313K - $392K
2.33K $717K
IWX
Ishares Tr Russell 200 Value E

ETFs
3.15K
New
$78.54 - $84.86 $248K - $268K
3.15K $259K
IGV
Ishares Expanded Tech Software

ETFs
3.28K
+ 108.49%
$88.3 - $107.83 $290K - $354K
6.31K $561K
LOGI
Logitech International S.A.

Technology
3.07K
New
$81.64 - $105.06 $250K - $322K
3.07K $258K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.19K
+ 2.19%
$81.83 - $82.73 $179K - $181K
102K $8.46M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
10K
New
$23.43 - $25.55 $234K - $256K
10K $255K
DFIV
Dimensional ETF Tr

ETFs
4.66K
+ 26.05%
$35.33 - $40.77 $165K - $190K
22.5K $886K
FTGC
First Trust Global Tactical CO

ETFs
9.87K
New
$23.95 - $25.86 $236K - $255K
9.87K $251K
SPYG
Spdr Portfolio

ETFs
7.65K
+ 15.8%
$80.05 - $92.39 $612K - $706K
56K $4.5M
MELI
Mercadolibre Inc

Consumer Cyclical
61
+ 11.71%
$1739.0 - $2260.0 $106K - $138K
582 $1.14M
QCOM
Qualcomm Inc

Technology
1.63K
+ 3.16%
$151.94 - $175.86 $248K - $286K
53.2K $8.17M
KWEB
Kraneshares Tr Csi China Inter

ETFs
424
+ 1.03%
$27.29 - $38.29 $11.6K - $16.2K
41.6K $1.45M
CM
Canadian Imperial Bank Of Commerce

Financial Services
4.39K
New
$55.05 - $64.52 $242K - $283K
4.39K $247K
SONY
Sony Group Corp

Technology
9.75K
New
$19.88 - $25.64 $194K - $250K
9.75K $247K
AWK
American Water Works Company, Inc.

Utilities
939
+ 20.45%
$121.01 - $149.31 $114K - $140K
5.53K $815K
RL
Ralph Lauren Corp

Consumer Cyclical
1.11K
New
$215.68 - $286.74 $239K - $318K
1.11K $244K
EOG
Eog Resources Inc

Energy
1.61K
+ 25.02%
$120.54 - $138.05 $194K - $222K
8.04K $1.03M
EL
Estee Lauder Companies Inc

Consumer Defensive
5.8K
+ 37.39%
$64.26 - $85.48 $373K - $496K
21.3K $1.41M
ESI
Element Solutions Inc

Basic Materials
10.7K
New
$22.61 - $27.55 $242K - $295K
10.7K $242K
JD
Jd.Com, Inc.

Consumer Cyclical
5.89K
New
$33.1 - $45.21 $195K - $266K
5.89K $242K
FDL
First Tr Morningstar Dividend

ETFs
4.01K
+ 19.13%
$39.69 - $43.83 $159K - $176K
25K $1.09M
CL
Colgate Palmolive CO

Consumer Defensive
2.28K
+ 24.05%
$85.68 - $97.5 $196K - $222K
11.8K $1.1M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.13K
New
$111.56 - $223.11 $238K - $476K
2.13K $238K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8.47K
+ 21.22%
$24.73 - $25.62 $209K - $217K
48.4K $1.24M
CINF
Cincinnati Financial Corp

Financial Services
768
+ 2.5%
$133.67 - $147.81 $103K - $114K
31.5K $4.65M
RIET
ETF Ser Solutions Hoya Capital

ETFs
23.4K
+ 99.87%
$9.79 - $10.5 $229K - $246K
46.8K $469K
KRE
Spdr S&P Regional Banking ETF

ETFs
6.29K
+ 17.14%
$55.11 - $65.5 $347K - $412K
43K $2.44M
ED
Consolidated Edison Inc

Utilities
922
+ 15.34%
$88.0 - $110.59 $81.1K - $102K
6.93K $766K
FANG
Diamondback Energy, Inc.

Energy
2K
+ 8.72%
$139.9 - $180.18 $280K - $361K
25K $4M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
813
+ 1.46%
$97.38 - $104.52 $79.2K - $85K
56.6K $5.78M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
362
New
$634.14 - $744.83 $230K - $270K
362 $229K
ADSK
Autodesk, Inc.

Technology
925
+ 5.84%
N/A
16.8K $4.12M
ATO
Atmos Energy Corp

Utilities
1.48K
New
$136.51 - $154.58 $201K - $228K
1.48K $228K
PLTR
Palantir Technologies Inc.

Technology
354
+ 1.6%
$64.98 - $124.62 $23K - $44.1K
22.5K $1.9M
PVAL
Putnam ETF Tr Putnam Focused L
5.73K
+ 88.5%
$36.8 - $39.59 $211K - $227K
12.2K $464K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.99K
New
$44.81 - $46.22 $224K - $231K
4.99K $224K
BXP
Boston Properties Inc

Real Estate
3.29K
New
$63.97 - $74.91 $211K - $247K
3.29K $221K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
5.28K
+ 21.38%
$29.06 - $32.62 $153K - $172K
30K $941K
KGC
Kinross Gold Corp

Basic Materials
17.3K
New
$9.69 - $12.61 $168K - $218K
17.3K $218K
TAP
Molson Coors Beverage CO

Consumer Defensive
3.6K
New
$52.44 - $62.91 $189K - $226K
3.6K $218K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.94K
+ 11.73%
$53.69 - $62.68 $104K - $121K
18.5K $1.11M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.46K
New
$59.97 - $70.03 $207K - $242K
3.46K $217K
WRB
Berkley W R Corp

Financial Services
3.02K
New
$56.7 - $71.27 $171K - $215K
3.02K $214K
INGR
Ingredion Inc

Consumer Defensive
1.59K
New
$125.6 - $137.36 $199K - $218K
1.59K $214K
FLSP
Franklin Templeton ETF Tr Lib

ETFs
8.74K
New
$23.66 - $24.55 $207K - $215K
8.74K $214K
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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