Pensionmark Financial Group, LLC Reduced Holdings in Q4 2024

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
-50
- 1.37%
N/A
3.6K $0
CQP
Cheniere Energy Partners, L.P.

Energy
-496
- 8.23%
$48.06 - $58.87 $23.8K - $29.2K
5.53K $293K
Innovator Etfs Trust
-3.53K
- 2.97%
N/A
115K $0
Gsk PLC
-581
- 5.64%
N/A
9.73K $0
Tidal Tr Ii
-6.09K
- 2.61%
N/A
228K $0
Tidal Tr Ii
-16.3K
- 12.21%
N/A
117K $0
Global X Fds
-6.27K
- 35.01%
N/A
11.6K $0
Ea Series Trust
-2.11K
- 6.59%
N/A
29.8K $0
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-225
- 0.26%
$61.21 - $68.19 $13.8K - $15.3K
87.5K $5.47M
QDPL
Pacer Fds Tr Metaurus Us Large
-41
- 0.32%
$37.54 - $40.11 $1.54K - $1.64K
12.9K $493K
CGUS
Capital Group Core Equity ETF
-3
- 0.02%
$33.96 - $36.24 $102 - $109
17.3K $604K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-13
- 0.06%
$37.61 - $38.92 $489 - $506
21K $807K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-37
- 0.26%
$76.21 - $82.24 $2.82K - $3.04K
14.3K $1.11M
NJUL
Innovator Growth 100 Power Buf

Technology
-68
- 0.62%
$60.22 - $63.94 $4.09K - $4.35K
10.9K $682K
BTO
John Hancock Financial Opportunities Fund

Financial Services
-1.92K
- 5.35%
$31.82 - $39.45 $61.2K - $75.9K
34K $1.21M
AR
Antero Resources Corp

Energy
-575
- 7.83%
$25.54 - $35.52 $14.7K - $20.4K
6.76K $237K
TQQQ
Proshares Ultrapro Qqq

ETFs
-885
- 5.54%
$69.42 - $93.29 $61.4K - $82.6K
15.1K $1.2M
IYW
Ishares Dj Us Tech ETF

ETFs
-155
- 1.33%
$148.14 - $166.23 $23K - $25.8K
11.5K $1.84M
CCL
Carnival Corp

Consumer Cyclical
-292
- 2.14%
$17.34 - $26.8 $5.06K - $7.83K
13.3K $332K
GILD
Gilead Sciences, Inc.

Healthcare
-1.51K
- 5.82%
$83.95 - $97.9 $127K - $148K
24.5K $2.26M
OKE
Oneok Inc

Energy
-21
- 0.2%
$92.28 - $117.05 $1.94K - $2.46K
10.5K $1.05M
NWL
Newell Brands Inc.

Consumer Defensive
-8
- 0.02%
$7.18 - $11.63 $57.4 - $93
42.4K $422K
TDS
Telephone & Data Systems Inc

Communication Services
-655
- 5.18%
$22.86 - $35.22 $15K - $23.1K
12K $408K
DXCM
Dexcom Inc

Healthcare
-1.07K
- 3.06%
$65.68 - $81.01 $70.5K - $86.9K
34K $2.64M
KMX
Carmax Inc

Consumer Cyclical
-1.13K
- 1.25%
$71.11 - $87.2 $80K - $98.1K
88.6K $7.24M
EW
Edwards Lifesciences Corp

Healthcare
-3.73K
- 5.16%
$64.54 - $75.92 $241K - $283K
68.5K $5.07M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-56
- 0.03%
$46.94 - $51.62 $2.63K - $2.89K
173K $8.65M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.07K
- 5.53%
$172.07 - $207.36 $529K - $637K
52.6K $10.4M
Activity Summary
Buys All Purchases 780 New Holdings 159 Increased Positions 621 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 1 Puts 1
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