Pensionmark Financial Group, LLC Incresed Positions in Q2 2025

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
14.1K
+ 58.68%
$150.43 - $192.71 $2.12M - $2.71M
38K $7.33M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
116K
+ 117.59%
$25.27 - $27.14 $2.93M - $3.14M
214K $5.82M
SCHW
Schwab Charles Corp

Financial Services
11.3K
+ 6.91%
$69.06 - $91.24 $778K - $1.03M
174K $15.9M
DFAU
Dimensional ETF Tr

ETFs
63.9K
+ 60.9%
$34.04 - $42.36 $2.17M - $2.71M
169K $7.15M
CMI
Cummins Inc

Industrials
9.12K
+ 399.96%
$267.12 - $336.65 $2.44M - $3.07M
11.4K $3.73M
DFAI
Dimensional ETF Tr

ETFs
32.9K
+ 5.91%
$28.02 - $34.71 $922K - $1.14M
590K $20.4M
ABNB
Airbnb, Inc.

Consumer Cyclical
17K
+ 29.03%
$105.69 - $140.64 $1.79M - $2.39M
75.4K $9.98M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
36.8K
+ 4.62%
$17.76 - $22.1 $653K - $812K
832K $18.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
45.2K
+ 47.25%
$39.89 - $49.46 $1.8M - $2.23M
141K $6.96M
PSLV
Sprott Physical Silver Trust

Financial Services
195K
+ 53.96%
$9.98 - $12.51 $1.95M - $2.44M
556K $6.81M
ASML
Asml Holding Nv

Technology
3.02K
+ 282.62%
$595.37 - $815.24 $1.8M - $2.47M
4.09K $3.28M
LRGF
Ishares Tr

ETFs
23K
+ 14.24%
$51.37 - $64.13 $1.18M - $1.48M
185K $11.8M
DIS
Walt Disney CO

Communication Services
4.08K
+ 5.35%
$81.72 - $124.01 $333K - $506K
80.4K $9.97M
PRF
Invesco Exchange Traded Fd Tr

ETFs
44.7K
+ 15.62%
$35.77 - $42.27 $1.6M - $1.89M
331K $14M
ADI
Analog Devices Inc

Technology
2.46K
+ 4.89%
$164.6 - $238.02 $405K - $585K
52.7K $12.5M
TSLA
Tesla, Inc.

Consumer Cyclical
2.65K
+ 9.98%
$221.86 - $362.89 $588K - $961K
29.2K $9.27M
FXU
First Tr Exchange Traded Fd Ut

ETFs
54K
+ 124.52%
$37.86 - $43.29 $2.05M - $2.34M
97.5K $4.13M
APH
Amphenol Corp

Technology
20.9K
+ 311.22%
$59.09 - $98.75 $1.24M - $2.07M
27.6K $2.73M
XLG
Invesco Exchange Traded Fd Tr

ETFs
21.8K
+ 12.61%
$40.94 - $52.1 $893K - $1.14M
195K $10.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
22.9K
+ 4.27%
$75.05 - $77.34 $1.72M - $1.77M
558K $43.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
80.8K
+ 167.04%
$24.98 - $25.66 $2.02M - $2.07M
129K $3.31M
PWR
Quanta Services, Inc.

Industrials
5.05K
+ 612.5%
$239.47 - $381.26 $1.21M - $1.92M
5.87K $2.22M
PLTR
Palantir Technologies Inc.

Technology
5.77K
+ 25.66%
$74.01 - $144.25 $427K - $833K
28.3K $3.85M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
40K
+ 136.09%
$48.13 - $49.85 $1.92M - $1.99M
69.3K $3.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
32.7K
+ 34.84%
$30.53 - $40.65 $999K - $1.33M
127K $5.15M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
67K
+ 211.14%
$27.01 - $28.59 $1.81M - $1.91M
98.7K $2.82M
VIG
Vanguard Dividend Appreciation

ETFs
10.5K
+ 34.72%
N/A
40.8K $7.43M
JCI
Johnson Controls International PLC

Industrials
106
+ 0.15%
$71.14 - $105.62 $7.54K - $11.2K
71.9K $7.6M
CSCO
Cisco Systems, Inc.

Technology
8.23K
+ 5.13%
$53.19 - $69.38 $438K - $571K
169K $11.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.2K
+ 54.46%
$321.63 - $509.31 $708K - $1.12M
6.24K $3.18M
HOOD
Robinhood Markets, Inc.

Technology
2.33K
+ 7.99%
$34.17 - $93.63 $79.7K - $218K
31.5K $2.95M
BK
Bank Of New York Mellon Corp

Financial Services
15.2K
+ 33.69%
$73.31 - $91.62 $1.12M - $1.4M
60.5K $5.51M
AVDV
American Centy ETF Tr Avantis

ETFs
5.31K
+ 3.98%
$61.76 - $79.32 $328K - $421K
139K $11M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.2K
+ 6.11%
$96.84 - $99.46 $1.57M - $1.62M
282K $28M
VO
Vanguard Mid Cap ETF

ETFs
2.44K
+ 5.19%
$228.54 - $279.83 $558K - $684K
49.5K $13.8M
RDVY
First Trust Rising Dividend Ac

ETFs
20.3K
+ 21.26%
$51.6 - $62.74 $1.05M - $1.27M
116K $7.26M
FDN
First Tr Fd Dow Jones

ETFs
1.73K
+ 6.88%
$200.29 - $269.33 $346K - $465K
26.8K $7.23M
TQQQ
Proshares Ultrapro Qqq

ETFs
12.1K
+ 50.5%
$38.9 - $83.0 $471K - $1M
36.1K $2.99M
VUG
Vanguard Growth ETF

ETFs
1.7K
+ 14.24%
$329.49 - $438.4 $560K - $745K
13.6K $5.98M
GS
Goldman Sachs Group Inc

Financial Services
279
+ 3.36%
$462.22 - $707.75 $129K - $197K
8.57K $6.07M
PFEB
Innovator U.S. Equity Power Bu

ETFs
32.8K
+ 26.12%
$33.46 - $38.01 $1.1M - $1.25M
159K $6.03M
ACN
Accenture PLC

Technology
5.83K
+ 34.08%
$279.23 - $323.21 $1.63M - $1.89M
23K $6.86M
IWM
Ishares Russell 2000 ETF

ETFs
5.78K
+ 35.12%
$174.82 - $215.79 $1.01M - $1.25M
22.2K $4.8M
LLY
Eli Lilly & CO

Healthcare
2.93K
+ 16.51%
$713.71 - $898.95 $2.09M - $2.63M
20.7K $16.1M
VB
Vanguard Small Cap ETF

ETFs
3.06K
+ 6.69%
$193.73 - $237.37 $594K - $727K
48.9K $11.6M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.3K
+ 1.24%
$101.97 - $126.75 $132K - $165K
106K $13.5M
V
Visa Inc.

Financial Services
2.55K
+ 2.45%
$308.27 - $373.31 $786K - $952K
107K $37.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
13.6K
+ 55.12%
$100.35 - $100.71 $1.37M - $1.37M
38.3K $3.86M
GD
General Dynamics Corp

Industrials
3.77K
+ 26.79%
$247.68 - $291.66 $934K - $1.1M
17.9K $5.21M
Activity Summary
Buys All Purchases 662 New Holdings 151 Increased Positions 511 Sells All Sells 407 Reductions 407 Sold out 0 Options Calls 5 Puts 5
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