Pensionmark Financial Group, LLC New Holdings in Q2 2025

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IXN
Ishares Global Information Tec

ETFs
84.2K
New
$65.81 - $92.34 $5.54M - $7.77M
84.2K $7.77M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
44.4K
New
$84.34 - $99.49 $3.75M - $4.42M
44.4K $4.39M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
109K
New
$30.9 - $34.31 $3.38M - $3.76M
109K $3.76M
IHDG
Wisdomtree Tr

ETFs
71.4K
New
$38.54 - $46.0 $2.75M - $3.29M
71.4K $3.22M
IGOV
Ishares 1 3 International Trea

ETFs
63.2K
New
$39.53 - $43.1 $2.5M - $2.73M
63.2K $2.73M
AFRM
Affirm Holdings, Inc.

Technology
29.6K
New
$35.75 - $69.14 $1.06M - $2.05M
29.6K $2.05M
SPOT
Spotify Technology S.A.

Communication Services
1.67K
New
$503.3 - $775.9 $842K - $1.3M
1.67K $1.28M
PSA
Public Storage

Real Estate
3.85K
New
$266.31 - $309.77 $1.03M - $1.19M
3.85K $1.13M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
19.7K
New
$45.3 - $50.64 $891K - $996K
19.7K $965K
HWM
Howmet Aerospace Inc.

Industrials
4.79K
New
$112.33 - $186.13 $539K - $892K
4.79K $892K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
14.9K
New
$50.09 - $51.09 $749K - $763K
14.9K $763K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
32.5K
New
$22.18 - $23.36 $721K - $759K
32.5K $727K
RACE
Ferrari N.V.

Consumer Cyclical
1.45K
New
$397.86 - $499.02 $576K - $723K
1.45K $711K
APP
App Lovin Corp

Technology
1.91K
New
$219.37 - $417.89 $419K - $799K
1.91K $669K
WTS
Watts Water Technologies Inc

Industrials
2.61K
New
$180.4 - $247.22 $471K - $645K
2.61K $642K
CRVL
Corvel Corp

Financial Services
5.99K
New
$102.11 - $118.66 $612K - $711K
5.99K $616K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
8.46K
New
$56.27 - $73.32 $476K - $620K
8.46K $615K
FCN
Fti Consulting, Inc

Industrials
3.71K
New
$152.87 - $168.51 $566K - $624K
3.71K $598K
TTC
Toro CO

Industrials
8.18K
New
$63.51 - $77.8 $520K - $637K
8.18K $578K
UIVM
Victory Portfolios Ii Victorys

ETFs
9.76K
New
$46.35 - $58.28 $452K - $569K
9.76K $568K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.4K
New
$283.31 - $388.96 $397K - $545K
1.4K $524K
SE
Sea LTD

Consumer Cyclical
3.24K
New
$105.57 - $170.4 $342K - $552K
3.24K $517K
SNOW
Snowflake Inc.

Technology
2.23K
New
$130.53 - $223.77 $291K - $499K
2.23K $499K
LSTR
Landstar System Inc

Industrials
3.52K
New
$131.55 - $151.93 $463K - $535K
3.52K $489K
DDOG
Datadog, Inc.

Technology
3.61K
New
$87.0 - $134.33 $314K - $485K
3.61K $484K
KAI
Kadant Inc

Industrials
1.48K
New
$286.24 - $350.17 $425K - $520K
1.48K $471K
GGG
Graco Inc

Industrials
5.49K
New
$74.02 - $87.26 $406K - $479K
5.49K $471K
IDXX
Idexx Laboratories Inc

Healthcare
851
New
$361.04 - $536.34 $307K - $456K
851 $456K
MC
Moelis & CO

Financial Services
7.27K
New
$48.86 - $62.99 $355K - $458K
7.27K $452K
IYY
Ishares Tr

ETFs
2.75K
New
$120.9 - $150.87 $333K - $415K
2.75K $415K
ZS
Zscaler, Inc.

Technology
1.3K
New
$174.67 - $315.32 $227K - $411K
1.3K $408K
WCN
Waste Connections, Inc.

Industrials
2.12K
New
$183.26 - $199.95 $388K - $424K
2.12K $395K
UFPI
Ufp Industries Inc

Basic Materials
3.96K
New
$94.93 - $109.1 $376K - $432K
3.96K $393K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.56K
New
$60.61 - $87.72 $276K - $400K
4.56K $386K
CNC
Centene Corp

Healthcare
7.1K
New
$53.4 - $64.29 $379K - $456K
7.1K $385K
VONG
Vanguard Russell 1000 Growth E

ETFs
3.51K
New
$82.51 - $109.2 $290K - $383K
3.51K $383K
FHB
First Hawaiian, Inc.

Financial Services
15K
New
$21.14 - $24.96 $317K - $375K
15K $374K
IBKR
Interactive Brokers Group, Inc.

Financial Services
6.65K
New
$50.53 - $212.53 $336K - $1.41M
6.65K $368K
MANH
Manhattan Associates Inc

Technology
1.86K
New
$143.9 - $197.47 $268K - $367K
1.86K $367K
THC
Tenet Healthcare Corp

Healthcare
2.05K
New
$110.41 - $176.0 $226K - $361K
2.05K $360K
THG
Hanover Insurance Group, Inc.

Financial Services
2.12K
New
$150.66 - $178.04 $319K - $377K
2.12K $359K
CPNG
Coupang, Inc.

Consumer Cyclical
11.9K
New
$19.76 - $30.81 $235K - $367K
11.9K $356K
ALLE
Allegion PLC

Industrials
2.47K
New
$118.52 - $145.64 $293K - $360K
2.47K $355K
RLI
Rli Corp

Financial Services
4.83K
New
$71.27 - $80.82 $344K - $390K
4.83K $348K
WST
West Pharmaceutical Services Inc

Healthcare
1.59K
New
$190.39 - $227.7 $302K - $361K
1.59K $347K
MNST
Monster Beverage Corp

Consumer Defensive
5.24K
New
$55.01 - $64.24 $288K - $336K
5.24K $328K
APAM
Artisan Partners Asset Management Inc.

Financial Services
7.37K
New
$33.85 - $44.55 $249K - $328K
7.37K $326K
ROLL
Rbc Bearings Inc

Industrials
1.32K
New
N/A
1.32K $324K
BANF
Bancfirst Corp

Financial Services
2.61K
New
$100.43 - $129.96 $262K - $339K
2.61K $322K
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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