Pensionmark Financial Group, LLC Asset Management

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.4B
$10.3 Million 0.28% of portfolio
73,901
Q1 2025 Added 1.48%
$0
$5.94 Million 0.16% of portfolio
300,016
Q1 2025 New
$0
$4.23 Million 0.11% of portfolio
263,610
Q1 2025 Added 92.14%
$0
$4.19 Million 0.11% of portfolio
361,452
Q1 2025 New
$71.9B
$3.8 Million 0.1% of portfolio
45,254
Q1 2025 Added 8.18%
$105B
$2.5 Million 0.07% of portfolio
21,652
Q1 2025 Reduced 3.37%
$0
$2.34 Million 0.06% of portfolio
97,335
Q1 2025 New
$0
$1.91 Million 0.05% of portfolio
58,792
Q1 2025 Added 426.01%
$0
$1.73 Million 0.05% of portfolio
120,800
Q1 2025 Added 316.55%
$0
$1.61 Million 0.04% of portfolio
133,500
Q1 2025 New
$0
$1.34 Million 0.04% of portfolio
157,212
Q1 2025 Added 47.12%
$0
$1.1 Million 0.03% of portfolio
32,327
Q1 2025 Reduced 4.97%
$78.3B
$970,000 0.03% of portfolio
7,089
Q1 2025 Added 1.33%
$54.4B
$800,000 0.02% of portfolio
1,654
Q1 2025 Added 1.66%
$0
$481,000 0.01% of portfolio
20,558
Q3 2024 New
$0
$424,000 0.01% of portfolio
20,281
Q1 2025 Reduced 1.22%
$0
$346,000 0.01% of portfolio
28,133
Q1 2025 Added 52.91%
$3.89B
$333,000 0.01% of portfolio
8,717
Q4 2024 Added 19.41%
$20.8B
$326,000 0.01% of portfolio
3,558
Q1 2025 Added 34.06%
$0
$281,000 0.01% of portfolio
12,718
Q1 2025 Added 1.57%
$28.7B
$260,000 0.01% of portfolio
1,775
Q1 2025 Added 3.02%
$0
$255,000 0.01% of portfolio
10,000
Q1 2025 New
$0
$191,000 0.01% of portfolio
20,000
Q1 2025 Reduced 37.53%
$0
$183,000 0.0% of portfolio
22,647
Q1 2025 Added 3.74%
$0
$166,000 0.0% of portfolio
11,500
Q4 2024 New
$0
$125,000 0.0% of portfolio
26,500
Q1 2025 Reduced 0.02%
$0
$122,000 0.0% of portfolio
10,950
Q4 2024 New
$0
$118,000 0.0% of portfolio
11,429
Q4 2024 New
$0
$81,000 0.0% of portfolio
10,776
Q4 2024 New
$0
$77,000 0.0% of portfolio
20,666
Q4 2024 Added 100.0%
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