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
UL
Unilever PLC

Consumer Defensive
9.93K
+ 14.08%
$54.72 - $60.29 $544K - $599K
80.5K $4.79M
IDV
Ishares Tr

ETFs
16.1K
+ 20.17%
$27.0 - $31.7 $436K - $511K
96.1K $2.98M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.47K
+ 7.65%
$77.7 - $78.94 $658K - $669K
119K $9.41M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
24.5K
+ 302.32%
$26.71 - $31.58 $654K - $774K
32.6K $988K
VEEV
Veeva Systems Inc

Healthcare
2.24K
+ 20.13%
$210.58 - $246.8 $471K - $553K
13.4K $3.09M
CTAS
Cintas Corp

Industrials
2.61K
+ 27.49%
$182.09 - $208.14 $475K - $543K
12.1K $2.49M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
15.3K
+ 53.75%
$44.68 - $46.49 $686K - $714K
43.9K $2.03M
FTLS
First Tr Long/Short Equity ETF

ETFs
12K
+ 47.87%
$63.42 - $68.17 $761K - $818K
37.1K $2.38M
ALL
Allstate Corp

Financial Services
899
+ 2.39%
$180.99 - $210.18 $163K - $189K
38.4K $7.96M
SPGI
S&P Global Inc.

Financial Services
1.05K
+ 5.65%
$478.26 - $543.77 $502K - $570K
19.6K $9.97M
SBND
Columbia ETF Tr I Short Durati

ETFs
35.7K
+ 45.07%
$18.36 - $18.71 $656K - $668K
115K $2.14M
CSCO
Cisco Systems, Inc.

Technology
4.5K
+ 2.89%
$58.74 - $64.87 $265K - $292K
160K $9.9M
IEMG
Ishares Inc

ETFs
12.4K
+ 10.62%
N/A
129K $6.92M
EXPD
Expeditors International Of Washington Inc

Industrials
5.09K
+ 208.35%
$109.09 - $126.48 $555K - $644K
7.53K $905K
CI
Cigna Corp

Healthcare
1.37K
+ 39.23%
$274.49 - $329.0 $376K - $451K
4.87K $1.6M
EBAY
Ebay Inc

Consumer Cyclical
5.1K
+ 10.49%
$61.61 - $70.93 $314K - $362K
53.8K $3.64M
PG
Procter & Gamble CO

Consumer Defensive
2.89K
+ 6.01%
$158.56 - $176.26 $458K - $509K
50.9K $8.68M
COIN
Coinbase Global, Inc.

Technology
4.01K
+ 445.78%
$172.23 - $301.3 $691K - $1.21M
4.91K $845K
QTEC
First Trust Nasdaq 100 Technol

ETFs
5.97K
+ 21.01%
$173.56 - $210.67 $1.04M - $1.26M
34.4K $5.97M
WFC
Wells Fargo & Company

Financial Services
6.71K
+ 8.29%
$66.78 - $81.42 $448K - $546K
87.6K $6.29M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
719
+ 6.74%
$80.53 - $147.57 $57.9K - $106K
11.4K $1.5M
ECL
Ecolab Inc.

Basic Materials
1.04K
+ 6.01%
$229.72 - $269.82 $240K - $281K
18.4K $4.67M
TJX
Tjx Companies Inc

Consumer Cyclical
4.13K
+ 4.7%
$112.81 - $126.16 $466K - $521K
92.1K $11.2M
VFH
Vanguard Financial ETF

ETFs
4.86K
+ 159.32%
$114.07 - $127.34 $554K - $618K
7.9K $944K
BK
Bank Of New York Mellon Corp

Financial Services
3.42K
+ 8.18%
$75.42 - $88.95 $258K - $304K
45.3K $3.8M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
11.9K
+ 166.81%
$46.18 - $47.84 $551K - $571K
19.1K $906K
ENFR
Alerian Energy Infrastructure

ETFs
16.1K
+ 83.34%
$30.27 - $34.12 $487K - $549K
35.4K $1.16M
PFEB
Innovator U.S. Equity Power Bu

ETFs
18.4K
+ 17.15%
$35.54 - $37.44 $654K - $689K
126K $4.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
264
+ 40.0%
$1187.71 - $1432.58 $314K - $378K
924 $1.32M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
18.1K
+ 42.97%
$25.81 - $28.52 $467K - $516K
60.2K $1.66M
GTO
Invesco Actively Managed ETF T

ETFs
9K
+ 4.78%
$45.9 - $47.37 $413K - $426K
197K $9.27M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
10.3K
+ 36.72%
$50.03 - $50.27 $518K - $520K
38.5K $1.93M
WM
Waste Management Inc

Industrials
632
+ 5.08%
$200.54 - $233.78 $127K - $148K
13.1K $3.02M
WMT
Walmart Inc.

Consumer Defensive
13.8K
+ 5.07%
$84.5 - $105.05 $1.16M - $1.45M
285K $25M
C
Citigroup Inc

Financial Services
6.91K
+ 25.87%
$67.23 - $84.63 $464K - $585K
33.6K $2.39M
MPC
Marathon Petroleum Corp

Energy
1.17K
+ 2.18%
$134.72 - $159.03 $158K - $186K
54.9K $7.99M
CGGR
Capital Group Growth ETF Shs C

ETFs
20.8K
+ 28.47%
$33.98 - $39.84 $707K - $829K
93.9K $3.22M
DUK
Duke Energy Corp

Utilities
1.74K
+ 8.84%
$105.87 - $121.97 $185K - $213K
21.5K $2.62M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12K
+ 5.31%
$27.01 - $28.54 $325K - $344K
239K $6.68M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.5K
+ 85.19%
$37.07 - $40.63 $425K - $465K
24.9K $980K
UBER
Uber Technologies, Inc

Technology
2.77K
+ 13.31%
$63.17 - $81.49 $175K - $226K
23.6K $1.72M
CMCSA
Comcast Corp

Communication Services
17K
+ 6.57%
$33.19 - $38.23 $563K - $649K
275K $10.2M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3.86K
+ 138.37%
$98.98 - $113.18 $382K - $437K
6.65K $752K
PEP
Pepsico Inc

Consumer Defensive
4.09K
+ 5.54%
$142.64 - $156.42 $583K - $640K
77.9K $11.7M
OEF
Ishares S&P 100 ETF

ETFs
1.7K
+ 120.47%
N/A
3.11K $828K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
10.7K
+ 66.17%
$39.61 - $42.65 $425K - $458K
27K $1.1M
BMY
Bristol Myers Squibb CO

Healthcare
3.19K
+ 5.73%
$53.9 - $63.11 $172K - $201K
58.9K $3.59M
PGR
Progressive Corp

Financial Services
519
+ 7.72%
$235.61 - $291.22 $122K - $151K
7.25K $2.05M
SJNK
Spdr Bloomberg Short Term High

ETFs
17.4K
+ 9.73%
$25.08 - $25.64 $435K - $445K
196K $4.92M
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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