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
OKE
Oneok Inc

Energy
1.5K
+ 14.28%
$89.57 - $109.85 $134K - $165K
12K $1.19M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
1.36K
+ 5.38%
$41.46 - $45.98 $56.2K - $62.3K
26.5K $1.17M
NMRK
Newmark Group, Inc.

Real Estate
10.7K
New
$11.84 - $14.69 $127K - $158K
10.7K $130K
SHEL
Shell PLC

Energy
481
+ 5.42%
$62.84 - $73.29 $30.2K - $35.3K
9.35K $685K
DOCU
Docusign, Inc.

Technology
1.85K
+ 70.45%
$74.7 - $97.7 $138K - $181K
4.48K $364K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
3.25K
+ 50.78%
$38.0 - $38.88 $123K - $126K
9.64K $368K
PSX
Phillips 66

Energy
385
+ 5.0%
$113.93 - $131.55 $43.9K - $50.6K
8.08K $997K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
9.74K
+ 52.91%
N/A
28.1K $346K
TIP
Ishares Tr Tips Bd ETF

ETFs
958
+ 40.51%
$106.22 - $111.09 $102K - $106K
3.32K $369K
EXC
Exelon Corp

Utilities
1.31K
+ 19.29%
$37.3 - $46.08 $48.9K - $60.4K
8.1K $373K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
2.1K
+ 4.2%
$36.86 - $39.26 $77.5K - $82.6K
52.2K $1.97M
TMUS
T Mobile Us, Inc.

Communication Services
144
+ 8.49%
$211.3 - $272.83 $30.4K - $39.3K
1.84K $490K
TRV
Travelers Companies, Inc.

Financial Services
290
+ 19.21%
$232.43 - $265.13 $67.4K - $76.9K
1.8K $476K
ORI
Old Republic International Corp

Financial Services
2.34K
+ 34.34%
$33.46 - $39.22 $78.4K - $91.9K
9.16K $359K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.18K
+ 13.51%
$59.79 - $67.15 $190K - $214K
26.7K $1.62M
MS
Morgan Stanley

Financial Services
2.3K
+ 13.26%
$111.68 - $141.08 $257K - $324K
19.6K $2.29M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
1.51K
+ 46.15%
$81.58 - $109.72 $123K - $166K
4.79K $420K
MFC
Manulife Financial Corp

Financial Services
3.24K
+ 21.3%
$28.41 - $31.82 $92.1K - $103K
18.5K $575K
VICI
Vici Properties Inc.

Real Estate
1.93K
+ 15.03%
$28.21 - $32.68 $54.6K - $63.2K
14.8K $482K
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.22K
+ 35.94%
$99.5 - $110.97 $121K - $135K
4.6K $464K
INTU
Intuit Inc

Technology
192
+ 19.32%
$555.63 - $630.23 $107K - $121K
1.19K $728K
MU
Micron Technology Inc

Technology
959
+ 13.19%
$86.89 - $109.38 $83.3K - $105K
8.23K $714K
YYY
Amplify ETF Tr High Income ETF

ETFs
9.01K
+ 28.03%
$11.38 - $12.01 $103K - $108K
41.2K $469K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.95K
+ 0.68%
$39.4 - $42.61 $76.6K - $82.9K
286K $11.6M
ETR
Entergy Corp

Utilities
439
+ 7.28%
$75.26 - $87.89 $33K - $38.6K
6.47K $552K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.98K
+ 25.23%
$39.65 - $43.35 $78.7K - $86K
9.85K $414K
FITB
Fifth Third Bancorp

Financial Services
3.36K
+ 28.2%
$37.48 - $44.96 $126K - $151K
15.3K $599K
CTSH
Cognizant Technology Solutions Corp

Technology
1.25K
+ 18.84%
$75.32 - $90.7 $93.8K - $113K
7.85K $600K
VNQ
Vanguard Specialized Funds Van

ETFs
471
+ 1.4%
$85.55 - $94.34 $40.3K - $44.4K
34K $3.08M
MET
Metlife Inc

Financial Services
1.25K
+ 21.07%
$77.7 - $87.0 $97.2K - $109K
7.19K $577K
ACHR
Archer Aviation Inc.

Industrials
12.9K
New
$6.8 - $11.51 $87.5K - $148K
12.9K $91K
PRI
Primerica, Inc.

Financial Services
89
+ 1.8%
$271.41 - $296.43 $24.2K - $26.4K
5.04K $1.43M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5
+ 0.03%
$67.08 - $76.14 $335 - $381
15.6K $1.15M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.46K
+ 10.86%
$120.29 - $134.6 $175K - $196K
14.9K $1.81M
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.41K
+ 15.1%
$48.3 - $52.85 $68.2K - $74.7K
10.8K $550K
HGER
Harbor ETF Tr All Weather Infl
721
+ 1.95%
$22.23 - $24.05 $16K - $17.3K
37.6K $904K
FDS
Factset Research Systems Inc

Financial Services
223
+ 41.45%
$427.5 - $476.51 $95.3K - $106K
761 $345K
WELL
Welltower Inc.

Real Estate
164
+ 7.33%
$124.05 - $156.86 $20.3K - $25.7K
2.4K $367K
PEG
Public Service Enterprise Group Inc

Utilities
2.41K
+ 4.71%
$78.2 - $90.39 $188K - $217K
53.5K $4.4M
LEN
Lennar Corp

Consumer Cyclical
1.05K
+ 62.84%
$113.93 - $141.54 $120K - $149K
2.72K $312K
VGIT
Vanguard Intermediate Term Tre

ETFs
662
+ 2.01%
$57.44 - $59.4 $38K - $39.3K
33.5K $1.99M
WSM
Williams Sonoma Inc

Consumer Cyclical
800
+ 53.48%
$158.1 - $217.71 $126K - $174K
2.3K $362K
VRT
Vertiv Holdings CO

Industrials
982
+ 39.33%
N/A
3.48K $301K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.21K
+ 30.0%
$72.7 - $84.32 $87.8K - $102K
5.23K $390K
FTV
Fortive Corp

Technology
1.23K
+ 32.45%
$71.82 - $82.98 $88.6K - $102K
5.04K $368K
BIGZ
Black Rock Innovation & Growth Trust
12.5K
New
$6.4 - $8.25 $80.1K - $103K
12.5K $82K
JKHY
Henry Jack & Associates Inc

Technology
386
+ 27.14%
$166.47 - $191.28 $64.3K - $73.8K
1.81K $330K
EME
Emcor Group, Inc.

Industrials
381
+ 53.51%
$361.16 - $535.99 $138K - $204K
1.09K $404K
TDIV
First Trust Nasdaq Technology

ETFs
3.54K
+ 9.49%
$73.39 - $83.95 $260K - $297K
40.9K $3.01M
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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