Pensionmark Financial Group, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $18.2 Billion distributed in 1063 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $4.27B, Microsoft Corp with a value of $694M, Apple Inc. with a value of $576M, Meta Platforms, Inc. with a value of $521M, and Pay Pal Holdings, Inc. with a value of $387M.
Examining the 13F form we can see an increase of $16.6B in the current position value, from $1.54B to 18.2B.
Pensionmark Financial Group, LLC is based out at Santa Barbara, CA
Below you can find more details about Pensionmark Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$18.2 Billion
Technology: $6.77 Billion
ETFs: $4.55 Billion
Financial Services: $1.97 Billion
Healthcare: $1.44 Billion
Industrials: $940 Million
Communication Services: $892 Million
Consumer Cyclical: $645 Million
Consumer Defensive: $380 Million
Other: $554 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
