Pensionmark Financial Group, LLC Sells in Q1 2025

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-606K
- 81.78%
$78.0 - $84.37 $47.3M - $51.1M
135K $10.8M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-686K
- 87.52%
$55.58 - $62.24 $38.1M - $42.7M
97.8K $5.52M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-381K
- 91.91%
$81.62 - $96.63 $31.1M - $36.8M
33.5K $2.79M
VOT
Vanguard Mid Cap Growth Index

ETFs
-104K
- 87.26%
$237.72 - $276.98 $24.7M - $28.7M
15.1K $3.71M
IVW
Ishares S&P 500 Growth ETF

ETFs
-224K
- 38.09%
$92.45 - $106.69 $20.7M - $23.9M
364K $33.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-667K
- 56.14%
$24.91 - $29.02 $16.6M - $19.4M
521K $13.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-130K
- 88.6%
$121.0 - $142.28 $15.8M - $18.6M
16.8K $2.09M
VO
Vanguard Mid Cap ETF

ETFs
-57.8K
- 55.12%
$251.87 - $277.95 $14.6M - $16.1M
47K $12.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
-50.7K
- 89.23%
$247.97 - $296.33 $12.6M - $15M
6.11K $1.54M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-147K
- 35.57%
$95.85 - $99.25 $14.1M - $14.6M
266K $26.3M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-331K
- 88.73%
$34.25 - $37.6 $11.3M - $12.5M
42.1K $1.55M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-81.2K
- 43.58%
$113.22 - $126.36 $9.19M - $10.3M
105K $12.1M
RODM
Hartford Multifactor Developed

ETFs
-335K
- 80.04%
$28.07 - $31.56 $9.39M - $10.6M
83.4K $2.59M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-90.1K
- 78.47%
$100.34 - $100.68 $9.04M - $9.07M
24.7K $2.49M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-187K
- 85.37%
$46.86 - $50.66 $8.76M - $9.47M
32.1K $1.56M
HMOP
Hartford Fds Exchange Traded T

ETFs
-211K
- 61.16%
$38.25 - $39.12 $8.07M - $8.25M
134K $5.15M
IWY
Ishares Tr Russell 200 Growth

ETFs
-27.9K
- 96.7%
$210.19 - $243.33 $5.86M - $6.79M
953 $201K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.42K
- 6.77%
$468.34 - $539.52 $2.07M - $2.38M
60.9K $28.5M
FVD
First Tr Value Line Divid Inde

ETFs
-107K
- 58.49%
$42.61 - $45.51 $4.55M - $4.86M
75.8K $3.38M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-71K
- 81.11%
$58.11 - $65.29 $4.12M - $4.63M
16.5K $984K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-48.8K
- 71.4%
N/A
19.5K $1.68M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-14.7K
- 93.35%
$200.77 - $270.08 $2.95M - $3.97M
1.05K $210K
VCR
Vanguard Consumer Discretionar

ETFs
-8.87K
- 83.86%
$318.51 - $391.75 $2.83M - $3.48M
1.71K $555K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-73.7K
- 39.28%
$45.92 - $47.58 $3.38M - $3.51M
114K $5.41M
ETN
Eaton Corp PLC

Industrials
-366
- 0.71%
$271.83 - $371.23 $99.5K - $136K
51.4K $14M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-73.6K
- 40.78%
$39.81 - $42.17 $2.93M - $3.1M
107K $4.29M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-64.3K
- 24.91%
$50.82 - $52.7 $3.27M - $3.39M
194K $10.2M
VIS
Vanguard Industrial ETF

ETFs
-11K
- 83.42%
$243.63 - $273.99 $2.67M - $3M
2.18K $539K
ADBE
Adobe Inc.

Technology
-3K
- 11.82%
$377.84 - $464.11 $1.13M - $1.39M
22.4K $8.59M
ORCL
Oracle Corp

Technology
-6.16K
- 9.18%
$139.81 - $186.47 $861K - $1.15M
60.9K $8.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1K
- 0.44%
$102.49 - $119.96 $103K - $120K
226K $23.6M
SCHO
Schwab Short Term Us Treasury

ETFs
-111K
- 16.55%
$24.1 - $24.34 $2.68M - $2.71M
561K $13.7M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-54.8K
- 41.82%
$38.41 - $44.06 $2.1M - $2.41M
76.2K $2.98M
CVNA
Carvana Co.

Consumer Cyclical
-11.1K
- 88.32%
$166.52 - $285.33 $1.85M - $3.17M
1.47K $307K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-38.5K
- 90.2%
$48.37 - $55.84 $1.86M - $2.15M
4.18K $204K
CDNS
Cadence Design Systems Inc

Technology
-5.51K
- 36.82%
$233.96 - $324.52 $1.29M - $1.79M
9.45K $2.4M
VGT
Vanguard Information Technolog

ETFs
-2.35K
- 25.06%
$542.38 - $646.34 $1.28M - $1.52M
7.04K $3.82M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-1.2K
- 0.35%
$61.55 - $71.27 $73.6K - $85.2K
344K $21.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-7.31K
- 4.64%
$47.79 - $59.89 $349K - $438K
150K $7.55M
FXD
First Tr Exchange Traded Fd

ETFs
-25.9K
- 40.52%
$56.39 - $68.12 $1.46M - $1.77M
38.1K $2.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-10.2K
- 24.47%
$169.43 - $182.84 $1.73M - $1.86M
31.4K $5.45M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-41.3K
- 34.12%
$42.4 - $44.11 $1.75M - $1.82M
79.8K $3.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-19.1K
- 14.88%
$57.21 - $65.8 $1.09M - $1.26M
109K $6.37M
SIVR
Abrdn Silver ETF Trust

ETFs
-88.3K
- 34.29%
$28.07 - $32.82 $2.48M - $2.9M
169K $5.5M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-54.5K
- 59.78%
$28.55 - $29.09 $1.56M - $1.59M
36.7K $1.06M
VXF
Vanguard Extended Market ETF

ETFs
-5.67K
- 19.14%
$170.36 - $201.04 $967K - $1.14M
24K $4.13M
MCHP
Microchip Technology Inc

Technology
-22.7K
- 51.53%
$48.41 - $64.3 $1.1M - $1.46M
21.3K $1.03M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-52K
- 34.54%
$26.64 - $27.14 $1.38M - $1.41M
98.5K $2.64M
FDN
First Tr Fd Dow Jones

ETFs
-3.47K
- 12.13%
$221.38 - $266.86 $767K - $925K
25.1K $5.58M
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
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email