Pensionmark Financial Group, LLC Asset Management

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$119B
$11.3 Million 0.27% of portfolio
75,318
Q2 2025 Added 1.92%
$0
$6.81 Million 0.16% of portfolio
556,498
Q2 2025 Added 53.96%
$86B
$5.51 Million 0.13% of portfolio
60,499
Q2 2025 Added 33.69%
$0
$3.57 Million 0.08% of portfolio
140,815
Q2 2025 Added 44.67%
$107B
$3.22 Million 0.08% of portfolio
24,172
Q2 2025 Added 11.64%
$0
$1.84 Million 0.04% of portfolio
97,249
Q2 2025 Reduced 67.59%
$52.5B
$1.84 Million 0.04% of portfolio
3,454
Q2 2025 Added 108.83%
$0
$1.46 Million 0.03% of portfolio
40,221
Q2 2025 Reduced 31.59%
$0
$1.23 Million 0.03% of portfolio
102,125
Q2 2025 Reduced 23.5%
$76.3B
$1.18 Million 0.03% of portfolio
8,339
Q2 2025 Added 17.63%
$0
$1.13 Million 0.03% of portfolio
31,856
Q2 2025 Reduced 1.46%
$0
$614,000 0.01% of portfolio
62,975
Q2 2025 Added 214.88%
$26.2B
$520,000 0.01% of portfolio
3,007
Q2 2025 Added 69.41%
$0
$455,000 0.01% of portfolio
21,034
Q2 2025 Added 2.32%
$0
$422,000 0.01% of portfolio
20,378
Q2 2025 Added 0.48%
$3.65B
$355,000 0.01% of portfolio
8,717
Q4 2024 Added 19.41%
$0
$311,000 0.01% of portfolio
37,212
Q2 2025 Reduced 76.33%
$0
$268,000 0.01% of portfolio
20,000
Q2 2025 Reduced 83.44%
$0
$253,000 0.01% of portfolio
11,540
Q2 2025 Reduced 9.26%
$7.45B
$215,000 0.01% of portfolio
5,556
Q2 2025 Reduced 42.82%
$23B
$211,000 0.0% of portfolio
2,196
Q2 2025 Reduced 38.28%
$0
$205,000 0.0% of portfolio
6,758
Q2 2025 New
$0
$204,000 0.0% of portfolio
5,367
Q2 2025 New
$0
$188,000 0.0% of portfolio
49,165
Q2 2025 New
$0
$170,000 0.0% of portfolio
22,300
Q2 2025 Reduced 1.53%
$0
$161,000 0.0% of portfolio
10,705
Q2 2025 Reduced 95.94%
$0
$150,000 0.0% of portfolio
10,500
Q2 2025 Reduced 8.7%
$0
$119,000 0.0% of portfolio
10,950
Q4 2024 New
$0
$114,000 0.0% of portfolio
10,249
Q2 2025 New
$0
$102,000 0.0% of portfolio
24,500
Q2 2025 Reduced 7.55%
$0
$79,000 0.0% of portfolio
10,776
Q4 2024 New
$0
$78,000 0.0% of portfolio
20,666
Q4 2024 Added 100.0%
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