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
YYY
Amplify ETF Tr High Income ETF

ETFs
10.4K
+ 25.32%
$10.18 - $11.74 $106K - $122K
51.6K $604K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
379
+ 43.36%
$421.16 - $509.5 $160K - $193K
1.25K $557K
EXC
Exelon Corp

Utilities
3.55K
+ 43.85%
$42.2 - $47.37 $150K - $168K
11.7K $505K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.95K
+ 7.52%
$35.35 - $42.68 $68.8K - $83.1K
27.8K $1.19M
RGA
Reinsurance Group Of America Inc

Financial Services
626
+ 22.86%
$168.32 - $209.71 $105K - $131K
3.37K $667K
AIG
American International Group, Inc.

Financial Services
1.56K
+ 16.75%
$77.56 - $87.72 $121K - $137K
10.9K $930K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.86K
+ 8.38%
N/A
24.1K $1.5M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.26K
+ 58.93%
$100.44 - $129.37 $126K - $163K
3.39K $349K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
963
+ 3.21%
$27.79 - $34.16 $26.8K - $32.9K
30.9K $1.05M
A
Agilent Technologies, Inc.

Healthcare
886
+ 18.9%
$99.29 - $120.52 $88K - $107K
5.57K $657K
RFEM
First Trust Iii Riverfront Dyn

ETFs
606
+ 6.2%
$57.85 - $71.43 $35.1K - $43.3K
10.4K $741K
CGGO
Capital Group Global Growth Eq

ETFs
906
+ 4.3%
$25.31 - $32.17 $22.9K - $29.1K
22K $701K
PPL
Ppl Corp

Utilities
3.59K
+ 37.3%
$33.45 - $36.5 $120K - $131K
13.2K $448K
MGC
Vanguard Mega Cap ETF

ETFs
78
+ 2.26%
$179.23 - $224.92 $14K - $17.5K
3.54K $795K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.76K
+ 9.62%
$22.43 - $23.23 $84.3K - $87.3K
42.8K $994K
CL
Colgate Palmolive CO

Consumer Defensive
1.37K
+ 11.62%
$87.57 - $96.0 $120K - $131K
13.1K $1.19M
NEE
Nextera Energy Inc

Utilities
3.3K
+ 3.52%
$64.11 - $75.0 $211K - $247K
97K $6.73M
F
Ford Motor CO

Consumer Cyclical
5.19K
+ 13.09%
$8.69 - $10.85 $45.1K - $56.4K
44.9K $486K
NRZ
New Residential Investment Corp.

Real Estate
12.1K
+ 32.32%
N/A
49.4K $358K
KR
Kroger CO

Consumer Defensive
850
+ 13.21%
$64.62 - $74.0 $54.9K - $62.9K
7.29K $522K
BANC
Banc Of California, Inc.

Financial Services
6.29K
+ 26.24%
$12.06 - $14.62 $75.9K - $92K
30.3K $425K
CVBF
Cvb Financial Corp

Financial Services
2.35K
+ 8.33%
$16.41 - $20.0 $38.6K - $47.1K
30.6K $605K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
471
+ 5.03%
$52.11 - $64.98 $24.5K - $30.6K
9.84K $639K
QTAP
Innovator Etfs Tr Growth Accel
1.45K
+ 26.14%
$33.77 - $42.02 $49K - $60.9K
7K $293K
IBB
Ishares Biotechnology ETF

ETFs
721
+ 10.35%
$112.02 - $129.0 $80.8K - $93K
7.68K $972K
HGER
Harbor ETF Tr All Weather Infl
2.99K
+ 7.94%
$22.13 - $25.39 $66.1K - $75.9K
40.6K $986K
AVT
Avnet Inc

Technology
826
+ 11.0%
$41.51 - $53.08 $34.3K - $43.8K
8.34K $442K
YUM
Yum Brands Inc

Consumer Cyclical
715
+ 25.39%
$138.36 - $161.45 $98.9K - $115K
3.53K $523K
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.6K
+ 31.37%
$37.18 - $42.23 $59.5K - $67.6K
6.7K $282K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
79
+ 1.74%
$101.93 - $128.63 $8.05K - $10.2K
4.63K $595K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
499
+ 5.46%
$61.08 - $74.04 $30.5K - $36.9K
9.64K $713K
KMB
Kimberly Clark Corp

Consumer Defensive
1.21K
+ 20.6%
$126.84 - $145.22 $154K - $176K
7.11K $916K
PB
Prosperity Bancshares Inc

Financial Services
1.5K
+ 5.61%
$63.76 - $73.75 $95.6K - $111K
28.2K $1.98M
IWD
Ishares Russell 1000 Val ETF

ETFs
130
+ 1.6%
$166.82 - $194.23 $21.7K - $25.2K
8.25K $1.6M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
330
+ 8.41%
$57.46 - $75.58 $19K - $24.9K
4.25K $321K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
2.94K
+ 5.17%
$18.96 - $20.43 $55.6K - $60K
59.7K $1.22M
VPN
Global X Fds Data Ctr Reits &

ETFs
4.39K
+ 6.69%
N/A
70K $1.12M
EUSB
Ishares Tr Esg Advanced Total

Technology
1.54K
+ 25.52%
$42.54 - $43.56 $65.3K - $66.9K
7.55K $328K
FNB
Fnb Corp

Financial Services
2.26K
+ 7.56%
$11.48 - $14.58 $26K - $33K
32.2K $469K
ARB
Altshares Tr Merger Arbitrage

Industrials
2.27K
+ 30.71%
$27.88 - $28.49 $63.3K - $64.7K
9.67K $275K
HYLS
First Tr Tactical High Yield L

ETFs
1.36K
+ 11.3%
$39.8 - $41.84 $54K - $56.8K
13.4K $559K
VCR
Vanguard Consumer Discretionar

ETFs
8
+ 0.47%
$290.42 - $364.35 $2.32K - $2.91K
1.72K $621K
CDW
Cdw Corp

Technology
175
+ 9.46%
$144.49 - $190.68 $25.3K - $33.4K
2.03K $361K
LECO
Lincoln Electric Holdings Inc

Industrials
5
+ 0.14%
$167.18 - $211.38 $836 - $1.06K
3.51K $727K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
363
+ 1.35%
$37.18 - $42.55 $13.5K - $15.4K
27.3K $1.16M
PNC
Pnc Financial Services Group, Inc.

Financial Services
123
+ 3.21%
$149.76 - $186.42 $18.4K - $22.9K
3.96K $737K
FYLD
Cambria Foreign Shareholder Yi

ETFs
1.29K
+ 11.7%
$23.46 - $29.42 $30.2K - $37.8K
12.3K $359K
KEY
Keycorp

Financial Services
2.53K
+ 20.39%
$13.23 - $17.42 $33.5K - $44.1K
15K $260K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
628
+ 6.38%
$37.51 - $45.52 $23.6K - $28.6K
10.5K $474K
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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