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
COF
Capital One Financial Corp

Financial Services
4.46K
+ 46.55%
$150.57 - $212.76 $671K - $948K
14K $2.99M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
43
+ 0.23%
$179.95 - $278.88 $7.74K - $12K
18.7K $5.21M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.3K
+ 4.19%
$45.98 - $56.15 $290K - $354K
157K $8.8M
MRVL
Marvell Technology, Inc.

Technology
6.74K
+ 14.93%
$49.38 - $79.97 $333K - $539K
51.9K $4.01M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
34.9K
+ 106.9%
$26.69 - $33.44 $930K - $1.17M
67.5K $2.22M
PHYS
Sprott Physical Gold Trust

Financial Services
43.5K
+ 44.67%
$22.82 - $26.29 $992K - $1.14M
141K $3.57M
XLK
Technology Sector Spdr

ETFs
1.31K
+ 6.99%
$179.73 - $253.23 $236K - $332K
20.1K $5.09M
BAC
Bank Of America Corp

Financial Services
7.71K
+ 5.1%
$34.39 - $47.46 $265K - $366K
159K $7.51M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.24K
+ 24.09%
$376.48 - $440.65 $842K - $985K
11.5K $5.07M
NEAR
Blackrock Short Maturity Bond

ETFs
22.6K
+ 159.8%
$50.41 - $51.17 $1.14M - $1.16M
36.8K $1.88M
ABT
Abbott Laboratories

Healthcare
7.02K
+ 13.27%
$123.95 - $138.08 $871K - $970K
59.9K $8.15M
IWR
Ishares Russell Mid Cap ETF

ETFs
10.7K
+ 52.34%
$74.88 - $91.97 $802K - $985K
31.2K $2.87M
IQLT
Ishares Msci Intl Quality Fact

ETFs
10.1K
+ 5.23%
$35.9 - $43.76 $364K - $444K
204K $8.83M
CGUS
Capital Group Core Equity ETF
24K
+ 37.07%
$29.93 - $36.93 $717K - $885K
88.6K $3.27M
RTX
Raytheon Technologies Corp

Industrials
2.6K
+ 4.88%
$113.75 - $148.48 $296K - $386K
55.9K $8.16M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
23.3K
+ 14.65%
$38.18 - $45.52 $889K - $1.06M
182K $7.98M
WFC
Wells Fargo & Company

Financial Services
4.17K
+ 4.75%
$60.98 - $80.12 $254K - $334K
91.8K $7.36M
EEMV
Ishares Msci Emerging Markets

ETFs
11.8K
+ 16.54%
$54.12 - $62.8 $639K - $742K
83.2K $5.23M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12.5K
+ 10.46%
$77.94 - $79.5 $973K - $992K
132K $10.5M
INTU
Intuit Inc

Technology
1.08K
+ 90.73%
$544.07 - $787.63 $585K - $847K
2.26K $1.78M
AMP
Ameriprise Financial Inc

Financial Services
1.8K
+ 108.83%
$422.19 - $533.73 $760K - $961K
3.45K $1.84M
SCHA
Schwab Strategic Tr Us Small C

ETFs
38.9K
+ 135.34%
$20.42 - $25.3 $794K - $984K
67.6K $1.71M
TDIV
First Trust Nasdaq Technology

ETFs
3.9K
+ 9.53%
$64.41 - $90.17 $251K - $351K
44.8K $4.04M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.14K
+ 2.87%
$61.79 - $76.67 $194K - $241K
113K $8.57M
PAYX
Paychex Inc

Industrials
7.38K
+ 115.76%
$137.01 - $159.78 $1.01M - $1.18M
13.8K $2M
CAT
Caterpillar Inc

Industrials
1.26K
+ 13.81%
$273.94 - $388.21 $344K - $487K
10.3K $4.02M
VGT
Vanguard Information Technolog

ETFs
235
+ 3.34%
$470.37 - $663.28 $111K - $156K
7.27K $4.82M
MELI
Mercadolibre Inc

Consumer Cyclical
233
+ 40.03%
$1794.73 - $2613.63 $418K - $609K
815 $2.13M
DXCM
Dexcom Inc

Healthcare
3.03K
+ 7.93%
$59.83 - $87.57 $181K - $265K
41.2K $3.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.08K
+ 13.04%
$320.42 - $424.58 $345K - $457K
9.33K $3.96M
GTO
Invesco Actively Managed ETF T

ETFs
20.9K
+ 10.6%
$45.73 - $47.2 $957K - $988K
218K $10.2M
BX
Blackstone Inc.

Financial Services
1.42K
+ 1.92%
$120.07 - $151.11 $170K - $214K
75.3K $11.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
48.4K
+ 20.29%
$24.32 - $27.87 $1.18M - $1.35M
287K $7.61M
MSTR
Microstrategy Inc

Technology
517
+ 8.39%
$237.95 - $421.61 $123K - $218K
6.68K $2.7M
PJUL
Innovator U.S. Equity Power Bu

ETFs
12K
+ 11.25%
$37.66 - $43.85 $453K - $527K
119K $5.21M
COIN
Coinbase Global, Inc.

Technology
99
+ 2.02%
$151.47 - $375.07 $15K - $37.1K
5.01K $1.76M
HON
Honeywell International Inc

Industrials
1.86K
+ 8.22%
$182.86 - $232.88 $340K - $432K
24.5K $5.7M
AVUV
American Centy ETF Tr Avantis

ETFs
8.97K
+ 41.59%
$75.17 - $91.21 $674K - $818K
30.5K $2.78M
VV
Vanguard Large Cap ETF

ETFs
599
+ 2.38%
$228.25 - $285.3 $137K - $171K
25.8K $7.35M
PANW
Palo Alto Networks Inc

Technology
950
+ 4.7%
$152.44 - $204.64 $145K - $194K
21.2K $4.33M
VEEV
Veeva Systems Inc

Healthcare
362
+ 2.71%
$209.39 - $289.94 $75.8K - $105K
13.7K $3.95M
FDVV
Fidelity High Dividend ETF

ETFs
5.6K
+ 2.58%
$43.6 - $52.02 $244K - $291K
223K $11.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
21.1K
+ 34.95%
$24.38 - $30.18 $513K - $635K
81.3K $2.45M
MGK
Vanguard Mega Cap Growth ETF

ETFs
680
+ 7.37%
$273.67 - $366.17 $186K - $249K
9.9K $3.63M
ADBE
Adobe Inc.

Technology
1.79K
+ 8.01%
$340.0 - $420.68 $610K - $755K
24.2K $9.36M
GLD
Spdr Gold Trust

ETFs
966
+ 3.6%
$273.71 - $316.29 $264K - $306K
27.8K $8.48M
AJG
Arthur J. Gallagher & Co.

Financial Services
2.42K
+ 192.74%
$310.86 - $348.77 $751K - $843K
3.67K $1.18M
OMC
Omnicom Group Inc.

Communication Services
13.3K
+ 63.64%
$69.22 - $79.77 $923K - $1.06M
34.3K $2.47M
XLI
Industrial Sector Spdr

ETFs
748
+ 2.0%
$116.42 - $147.52 $87.1K - $110K
38.1K $5.62M
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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