Pensionmark Financial Group, LLC New Holdings in Q1 2025

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CROX
Crocs, Inc.

Consumer Cyclical
2.81K
New
$88.83 - $112.59 $250K - $316K
2.81K $298K
FYLD
Cambria Foreign Shareholder Yi

ETFs
11K
New
$24.97 - $27.67 $275K - $304K
11K $296K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
3.37K
New
$73.71 - $87.55 $249K - $295K
3.37K $293K
AYI
Acuity Brands Inc

Industrials
1.1K
New
$257.8 - $337.07 $284K - $371K
1.1K $290K
CW
Curtiss Wright Corp

Industrials
906
New
$304.82 - $384.07 $276K - $348K
906 $287K
JXN
Jackson Financial Inc.

Financial Services
3.42K
New
$79.36 - $97.88 $272K - $335K
3.42K $286K
BIO
Bio Rad Laboratories, Inc.

Healthcare
1.17K
New
$243.0 - $367.0 $285K - $431K
1.17K $285K
SUN
Sunoco LP

Energy
4.8K
New
$51.29 - $59.25 $246K - $284K
4.8K $278K
ADM
Archer Daniels Midland CO

Consumer Defensive
5.71K
New
$45.22 - $52.17 $258K - $298K
5.71K $273K
MARB
First Tr Exchange Traded Fd Ii

ETFs
13.6K
New
$19.75 - $20.03 $269K - $273K
13.6K $272K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.4K
New
$19.42 - $19.54 $261K - $262K
13.4K $261K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
12.2K
New
$20.83 - $21.52 $254K - $262K
12.2K $261K
IWX
Ishares Tr Russell 200 Value E

ETFs
3.15K
New
$78.54 - $84.86 $248K - $268K
3.15K $259K
LOGI
Logitech International S.A.

Technology
3.07K
New
$81.64 - $105.06 $250K - $322K
3.07K $258K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
10K
New
$23.43 - $25.55 $234K - $256K
10K $255K
FTGC
First Trust Global Tactical CO

ETFs
9.87K
New
$23.95 - $25.86 $236K - $255K
9.87K $251K
SONY
Sony Group Corp

Technology
9.75K
New
$19.88 - $25.64 $194K - $250K
9.75K $247K
CM
Canadian Imperial Bank Of Commerce

Financial Services
4.39K
New
$55.05 - $64.52 $242K - $283K
4.39K $247K
RL
Ralph Lauren Corp

Consumer Cyclical
1.11K
New
$215.68 - $286.74 $239K - $318K
1.11K $244K
ESI
Element Solutions Inc

Basic Materials
10.7K
New
$22.61 - $27.55 $242K - $295K
10.7K $242K
JD
Jd.Com, Inc.

Consumer Cyclical
5.89K
New
$33.1 - $45.21 $195K - $266K
5.89K $242K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.13K
New
$111.56 - $223.11 $238K - $476K
2.13K $238K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
362
New
$634.14 - $744.83 $230K - $270K
362 $229K
ATO
Atmos Energy Corp

Utilities
1.48K
New
$136.51 - $154.58 $201K - $228K
1.48K $228K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.99K
New
$44.81 - $46.22 $224K - $231K
4.99K $224K
BXP
Boston Properties Inc

Real Estate
3.29K
New
$63.97 - $74.91 $211K - $247K
3.29K $221K
KGC
Kinross Gold Corp

Basic Materials
17.3K
New
$9.69 - $12.61 $168K - $218K
17.3K $218K
TAP
Molson Coors Beverage CO

Consumer Defensive
3.6K
New
$52.44 - $62.91 $189K - $226K
3.6K $218K
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.46K
New
$59.97 - $70.03 $207K - $242K
3.46K $217K
WRB
Berkley W R Corp

Financial Services
3.02K
New
$56.7 - $71.27 $171K - $215K
3.02K $214K
INGR
Ingredion Inc

Consumer Defensive
1.59K
New
$125.6 - $137.36 $199K - $218K
1.59K $214K
FLSP
Franklin Templeton ETF Tr Lib

ETFs
8.74K
New
$23.66 - $24.55 $207K - $215K
8.74K $214K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
4.44K
New
$47.33 - $47.92 $210K - $213K
4.44K $211K
NTR
Nutrien Ltd.

Basic Materials
4.2K
New
$45.28 - $53.84 $190K - $226K
4.2K $208K
ARB
Altshares Tr Merger Arbitrage

Industrials
7.39K
New
$27.6 - $28.24 $204K - $209K
7.39K $208K
HSBC
Hsbc Holdings PLC

Financial Services
3.63K
New
$48.68 - $61.58 $177K - $223K
3.63K $208K
CTRA
Coterra Energy Inc.

Energy
7.13K
New
$25.51 - $29.83 $182K - $213K
7.13K $205K
OSCR
Oscar Health, Inc.

Healthcare
15.6K
New
$12.83 - $17.3 $200K - $270K
15.6K $204K
FN
Fabrinet

Technology
1.02K
New
$183.66 - $267.24 $188K - $274K
1.02K $202K
GFI
Gold Fields LTD

Basic Materials
9.14K
New
$13.84 - $22.09 $127K - $202K
9.14K $201K
MTB
M&T Bank Corp

Financial Services
1.13K
New
$170.47 - $201.98 $192K - $228K
1.13K $201K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
3.87K
New
$42.3 - $53.69 $164K - $208K
3.87K $201K
KEY
Keycorp

Financial Services
12.4K
New
$15.15 - $18.3 $188K - $227K
12.4K $198K
FPE
First Tr Pfd Secs & Income ETF

ETFs
11.1K
New
$17.53 - $17.87 $194K - $198K
11.1K $194K
AES
Aes Corp

Utilities
15.5K
New
$9.93 - $13.23 $154K - $205K
15.5K $192K
STLD
Steel Dynamics Inc

Basic Materials
1.82K
New
N/A
1.82K $178K
PR
Permian Resources Corporation

Energy
10.4K
New
$12.33 - $16.0 $128K - $167K
10.4K $144K
NMRK
Newmark Group, Inc.

Real Estate
10.7K
New
$11.84 - $14.69 $127K - $158K
10.7K $130K
ACHR
Archer Aviation Inc.

Industrials
12.9K
New
$6.8 - $11.51 $87.5K - $148K
12.9K $91K
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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