Pensionmark Financial Group, LLC Options Holdings

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$5.99 Million
10.7K
Q1 2025
Added 27.78%
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$2.57 Million
4.6K
Q1 2025
Added 27.78%
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$281,000
600
Q1 2025
Reduced 45.45%
TLRY
Tilray Brands, Inc.

Healthcare
CALL
$2,000
4K
Q1 2025
Reduced 21.57%

Summary

  • Portfolio
  • No. of Stocks 1,962
  • Current Value $3.72 Billion
  • Prior Value $3.54 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 119 stocks
  • Additional Purchases 567 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 304 stocks
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