Pensionmark Financial Group, LLC Purchases in Q3 2025

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9.61K
New
N/A
9.61K $0
Rocket Lab Corp
8.21K
New
N/A
8.21K $0
Coreweave Inc
268
+ 12.73%
N/A
2.37K $0
Ge Vernova Inc
454
+ 4.2%
N/A
11.3K $0
Listed Fds Tr
25.9K
New
N/A
25.9K $0
Reddit Inc
1.84K
New
N/A
1.84K $0
CRH.L
Crh PLC

Basic Materials
421
+ 13.95%
N/A
3.44K $0
Managed Portfolio Series
1.07K
+ 10.82%
N/A
11K $0
FSCO
Fs Cr Opportunities Corp Com
6.64K
+ 55.87%
N/A
18.5K $0
Capstone Hldg Corp
29K
New
N/A
29K $0
CGMU
Capital Group Core Plus Income
10.5K
+ 6.76%
N/A
166K $0
Te Connectivity PLC
209
+ 9.52%
N/A
2.41K $0
Capital Grp Fixed Incm ETF T
2.62K
+ 24.1%
N/A
13.5K $0
Grayscale Ethereum Mini Tr E
36K
New
N/A
36K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
13.3K
+ 5.56%
N/A
252K $0
Capital Grp Fixed Incm ETF T
14.8K
+ 80.61%
N/A
33.2K $0
Capital Group New Geography
7.95K
+ 111.59%
N/A
15.1K $0
FMIL
Fidelity Covington Tr New Mill
10.8K
New
N/A
10.8K $0
Global X Fds
374
+ 0.91%
N/A
41.6K $0
TFLR
T Rowe Price Exchange Traded F
3
+ 0.03%
N/A
11.3K $0
T Rowe Price ETF Inc
11.8K
+ 5.13%
N/A
243K $0
Northern Lts Fd Tr Iv
155
+ 5.36%
N/A
3.05K $0
Capital Grp Fixed Incm ETF T
25.7K
New
N/A
25.7K $0
Fidelity Wise Origin Bitcoin
15K
+ 371.44%
N/A
19K $0
QTUM
ETF Ser Solutions Defiance Qua
469
+ 2.53%
N/A
19K $0
ALCC
Alt C Acquisition Corp.

Financial Services
2.76K
New
N/A
2.76K $0
CGSD
Capital Grp Core Plus Income E
43.4K
+ 204.62%
N/A
64.6K $0
Strive Inc
10K
New
N/A
10K $0
Super Micro Computer Inc
1.26K
+ 21.31%
N/A
7.16K $0
IP
International Paper CO

Consumer Cyclical
86
+ 0.72%
$45.32 - $55.68 $3.9K - $4.79K
12.1K $560K
T
At&T Inc.

Communication Services
4.4K
+ 2.46%
$26.94 - $29.62 $119K - $130K
183K $5.17M
WM
Waste Management Inc

Industrials
457
+ 3.52%
$213.88 - $237.1 $97.7K - $108K
13.4K $2.97M
APAM
Artisan Partners Asset Management Inc.

Financial Services
112
+ 1.52%
$43.4 - $48.34 $4.86K - $5.41K
7.48K $324K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
12
+ 1.29%
$259.44 - $278.65 $3.11K - $3.34K
945 $245K
DOCU
Docusign, Inc.

Technology
241
+ 6.75%
$67.14 - $85.01 $16.2K - $20.5K
3.81K $274K
DE
Deere & CO

Industrials
202
+ 10.45%
$457.26 - $524.37 $92.4K - $106K
2.14K $976K
NGG
National Grid PLC

Utilities
121
+ 1.33%
$67.98 - $74.38 $8.23K - $9K
9.24K $671K
UL
Unilever PLC

Consumer Defensive
2.43K
+ 3.04%
$58.43 - $65.01 $142K - $158K
82.1K $4.87M
STZ
Constellation Brands, Inc.

Consumer Defensive
518
+ 18.81%
$131.78 - $176.09 $68.3K - $91.2K
3.27K $440K
MPLX
Mplx LP

Energy
198
+ 1.52%
$49.42 - $52.71 $9.79K - $10.4K
13.2K $660K
ACHR
Archer Aviation Inc.

Industrials
562
+ 4.15%
$8.25 - $13.4 $4.64K - $7.53K
14.1K $134K
ADP
Automatic Data Processing Inc

Industrials
471
+ 4.64%
$288.69 - $310.94 $136K - $146K
10.6K $3.12M
UFPI
Ufp Industries Inc

Basic Materials
67
+ 1.69%
$91.8 - $108.49 $6.15K - $7.27K
4.03K $376K
CPRT
Copart Inc

Consumer Cyclical
11
+ 0.22%
$44.6 - $49.97 $491 - $550
5.05K $227K
CVBF
Cvb Financial Corp

Financial Services
263
+ 0.86%
$18.37 - $21.19 $4.83K - $5.57K
30.8K $583K
CAH
Cardinal Health Inc

Healthcare
204
+ 4.07%
$146.04 - $167.63 $29.8K - $34.2K
5.21K $818K
KAI
Kadant Inc

Industrials
20
+ 1.35%
$297.58 - $358.61 $5.95K - $7.17K
1.5K $447K
CI
Cigna Corp

Healthcare
932
+ 13.47%
$262.23 - $334.39 $244K - $312K
7.85K $2.26M
CTVA
Corteva, Inc.

Basic Materials
509
+ 5.66%
$67.08 - $77.12 $34.1K - $39.3K
9.5K $642K
Activity Summary
Buys All Purchases 740 New Holdings 153 Increased Positions 587 Sells All Sells 420 Reductions 420 Sold out 0 Options Calls 5 Puts 3
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