Pensionmark Financial Group, LLC Incresed Positions in Q1 2025

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
5.33K
+ 19.81%
N/A
32.2K $0
Fidelity Wise Origin Bitcoin
753
+ 22.38%
N/A
4.12K $0
SFLR
Innovator Etfs Tr Equity Manag
3
+ 0.01%
N/A
23.9K $0
Innovator Etfs Trust
1.53K
+ 5.09%
N/A
31.5K $0
Capital Group International
6.72K
+ 58.66%
N/A
18.2K $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
AIQ
Global X Funds Global X Artifi

ETFs
393
+ 5.47%
$36.38 - $42.77 $14.3K - $16.8K
7.58K $275K
CGGO
Capital Group Global Growth Eq

ETFs
542
+ 2.64%
$28.33 - $30.84 $15.4K - $16.7K
21K $596K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
374
+ 3.43%
$50.25 - $55.9 $18.8K - $20.9K
11.3K $580K
NDAQ
Nasdaq, Inc.

Financial Services
526
+ 1.78%
$72.17 - $83.76 $38K - $44.1K
30.1K $2.29M
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
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
120
+ 2.14%
$46.77 - $52.97 $5.61K - $6.36K
5.72K $268K
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
IQV
Iqvia Holdings Inc.

Healthcare
6.82K
+ 11.37%
$176.3 - $209.96 $1.2M - $1.43M
66.8K $11.8M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5
+ 0.07%
$48.02 - $53.02 $240 - $265
6.76K $334K
ECC
Eagle Point Credit CO Inc.

Financial Services
817
+ 3.74%
$7.7 - $9.14 $6.29K - $7.47K
22.6K $183K
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
IWB
Ishares Tr Russell 1000 ETF

ETFs
21
+ 1.49%
$302.31 - $337.54 $6.35K - $7.09K
1.43K $438K
DFUS
Dimensional ETF Tr U S Equity

ETFs
10
+ 0.21%
$59.61 - $66.71 $596 - $667
4.85K $293K
JMEE
J P Morgan Exchange Traded Fd

ETFs
154
+ 2.84%
$54.51 - $63.63 $8.39K - $9.8K
5.59K $312K
AVT
Avnet Inc

Technology
287
+ 3.97%
$46.61 - $54.65 $13.4K - $15.7K
7.51K $361K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.04%
$96.93 - $109.51 $96.9 - $110
2.39K $234K
DMAC
Dia Medica Therapeutics Inc.

Healthcare
3.74K
+ 17.04%
$3.79 - $6.65 $14.2K - $24.8K
25.7K $97K
AXP
American Express CO

Financial Services
558
+ 9.21%
$255.39 - $325.87 $143K - $182K
6.62K $1.78M
PWR
Quanta Services, Inc.

Industrials
100
+ 13.81%
$236.71 - $358.03 $23.7K - $35.8K
824 $209K
RECS
Columbia ETF Tr I

ETFs
5.67K
+ 3.84%
$32.64 - $36.08 $185K - $205K
153K $5.09M
CEG
Constellation Energy Corp

Utilities
180
+ 7.18%
$201.63 - $347.44 $36.3K - $62.5K
2.69K $541K
SOXX
Ishares Semiconductor ETF

ETFs
576
+ 12.05%
$188.17 - $235.81 $108K - $136K
5.36K $1.01M
CDW
Cdw Corp

Technology
3
+ 0.16%
$160.26 - $206.13 $481 - $618
1.85K $296K
BRKL
Brookline Bancorp Inc

Financial Services
3
+ 0.01%
$10.72 - $12.69 $32.2 - $38.1
27.4K $298K
SPMD
Spdr Portfolio

ETFs
287
+ 2.42%
$50.21 - $57.73 $14.4K - $16.6K
12.1K $620K
PRU
Prudential Financial Inc

Financial Services
57
+ 1.14%
$105.04 - $122.33 $5.99K - $6.97K
5.04K $562K
HBAN
Huntington Bancshares Inc

Financial Services
116
+ 0.49%
$14.28 - $17.39 $1.66K - $2.02K
23.6K $354K
SSB
South State Corp

Financial Services
22
+ 0.5%
$89.4 - $108.33 $1.97K - $2.38K
4.43K $410K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
726
+ 2.13%
$32.42 - $36.13 $23.5K - $26.2K
34.7K $1.15M
FNB
Fnb Corp

Financial Services
533
+ 1.81%
$13.08 - $15.95 $6.97K - $8.5K
29.9K $402K
MRNA
Moderna, Inc.

Healthcare
2.16K
+ 30.47%
$28.35 - $47.53 $61.3K - $103K
9.26K $262K
XAR
Spdr S&P Aerospace & Defense E

ETFs
104
+ 1.05%
$157.71 - $180.77 $16.4K - $18.8K
10K $1.61M
DXCM
Dexcom Inc

Healthcare
4.18K
+ 12.3%
$67.74 - $90.75 $283K - $379K
38.2K $2.61M
PAVE
Global X Fds Us Infrastructure

ETFs
1.59K
+ 4.41%
$37.31 - $43.82 $59.3K - $69.7K
37.6K $1.42M
GLW
Corning Inc

Technology
143
+ 0.56%
$44.91 - $54.25 $6.42K - $7.76K
25.7K $1.18M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
813
+ 5.43%
$80.73 - $94.96 $65.6K - $77.2K
15.8K $1.31M
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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