Pensionmark Financial Group, LLC Purchases in Q4 2024

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
20.4K
+ 17.41%
$39.22 - $47.77 $798K - $972K
137K $6.03M
SYY
Sysco Corp

Consumer Defensive
18.3K
+ 234.54%
$73.63 - $81.77 $1.35M - $1.5M
26.1K $2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.8K
+ 455.56%
$278.19 - $315.36 $1.33M - $1.51M
5.85K $1.68M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
53.2K
New
$25.33 - $27.57 $1.35M - $1.47M
53.2K $1.38M
SHOP
Shopify Inc.

Technology
9.81K
+ 76.92%
$78.14 - $119.49 $766K - $1.17M
22.6K $2.4M
QTEC
First Trust Nasdaq 100 Technol

ETFs
7.6K
+ 36.48%
$185.87 - $204.12 $1.41M - $1.55M
28.4K $5.35M
PRI
Primerica, Inc.

Financial Services
4.95K
New
$265.71 - $304.93 $1.31M - $1.51M
4.95K $1.34M
PLTR
Palantir Technologies Inc.

Technology
12.8K
+ 137.7%
$36.46 - $82.38 $468K - $1.06M
22.1K $1.67M
NOW
Service Now, Inc.

Technology
203
+ 3.1%
$867.18 - $1148.42 $176K - $233K
6.75K $7.16M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
18.1K
+ 19.49%
$77.86 - $79.27 $1.41M - $1.43M
111K $8.64M
FVD
First Tr Value Line Divid Inde

ETFs
35.2K
+ 23.88%
$43.4 - $46.7 $1.53M - $1.64M
183K $7.97M
RECS
Columbia ETF Tr I

ETFs
32.9K
+ 28.61%
$33.61 - $36.42 $1.1M - $1.2M
148K $5.11M
KWEB
Kraneshares Tr Csi China Inter

ETFs
41.2K
New
$29.11 - $38.87 $1.2M - $1.6M
41.2K $1.2M
KMI
Kinder Morgan, Inc.

Energy
35.6K
+ 95.17%
$22.59 - $28.54 $804K - $1.02M
73K $2M
EEM
Ishares Msci Emerging Markets

ETFs
28.4K
+ 140.59%
$41.82 - $47.36 $1.19M - $1.35M
48.7K $2.03M
DUK
Duke Energy Corp

Utilities
10.8K
+ 121.57%
$105.76 - $120.76 $1.14M - $1.31M
19.7K $2.12M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.93K
+ 11.32%
$216.72 - $244.71 $636K - $718K
28.8K $6.78M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
18.6K
New
$57.38 - $61.11 $1.07M - $1.13M
18.6K $1.08M
FXD
First Tr Exchange Traded Fd

ETFs
15.6K
+ 32.35%
$62.05 - $68.52 $970K - $1.07M
64K $4.13M
RJF
Raymond James Financial Inc

Financial Services
900
+ 3.18%
$123.0 - $170.1 $111K - $153K
29.2K $4.53M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
32.6K
+ 4.05%
$49.58 - $50.28 $1.61M - $1.64M
837K $41.6M
KR
Kroger CO

Consumer Defensive
16.6K
+ 168.39%
$55.21 - $63.3 $919K - $1.05M
26.5K $1.62M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.94K
+ 63.79%
$201.32 - $217.44 $994K - $1.07M
12.7K $2.62M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
8.39K
+ 218.96%
$119.61 - $136.3 $1M - $1.14M
12.2K $1.51M
XLV
Select Sector Spdr Fund Health

ETFs
9.42K
+ 61.1%
$136.28 - $154.74 $1.28M - $1.46M
24.8K $3.42M
DGRO
Ishares Core Dividend Growth E

ETFs
17.6K
+ 47.58%
$60.73 - $64.94 $1.07M - $1.14M
54.7K $3.35M
IBM
International Business Machines Corp

Technology
4.74K
+ 37.64%
$204.9 - $238.04 $971K - $1.13M
17.3K $3.81M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
7.62K
New
$125.5 - $148.67 $957K - $1.13M
7.62K $1.01M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.44K
+ 31.11%
$316.94 - $357.88 $774K - $874K
10.3K $3.54M
CME
Cme Group Inc.

Financial Services
2.57K
+ 7.45%
$221.17 - $246.02 $569K - $633K
37.1K $8.61M
MAR
Marriott International Inc

Consumer Cyclical
3.21K
+ 101.07%
$246.06 - $292.59 $791K - $940K
6.39K $1.78M
RTX
Raytheon Technologies Corp

Industrials
10.5K
+ 25.67%
$114.45 - $127.21 $1.2M - $1.33M
51.3K $5.93M
ABT
Abbott Laboratories

Healthcare
9.1K
+ 20.34%
$111.93 - $119.39 $1.02M - $1.09M
53.8K $6.09M
VRIG
Invesco Actively Managed ETF F

ETFs
38.5K
New
$25.06 - $25.2 $966K - $971K
38.5K $968K
EMR
Emerson Electric CO

Industrials
6.08K
+ 41.23%
$108.13 - $134.33 $657K - $817K
20.8K $2.58M
MO
Altria Group, Inc.

Consumer Defensive
17.8K
+ 95.04%
$49.06 - $57.74 $876K - $1.03M
36.6K $1.92M
XLC
Select Sector Spdr Tr Communic

ETFs
9.65K
+ 320.6%
$89.66 - $102.16 $865K - $986K
12.7K $1.23M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
9.37K
+ 32.36%
$100.22 - $100.73 $939K - $943K
38.3K $3.84M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
16.8K
New
$54.63 - $62.03 $917K - $1.04M
16.8K $930K
ACN
Accenture PLC

Technology
2.67K
+ 23.6%
$343.9 - $376.86 $919K - $1.01M
14K $4.92M
FISV
Fiserv Inc

Technology
7.12K
+ 12.75%
N/A
62.9K $7.88M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
40K
+ 12.02%
$34.04 - $35.66 $1.36M - $1.43M
373K $12.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.53K
+ 6.67%
$77.25 - $91.3 $350K - $413K
72.4K $6.18M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.13K
+ 84.61%
$275.15 - $388.2 $585K - $826K
4.64K $1.59M
ALL
Allstate Corp

Financial Services
4.01K
+ 11.96%
$181.25 - $208.2 $727K - $835K
37.5K $7.24M
VIG
Vanguard Dividend Appreciation

ETFs
4.83K
+ 47.54%
N/A
15K $2.73M
SYK
Stryker Corp

Healthcare
2.45K
+ 30.1%
$345.14 - $392.15 $846K - $961K
10.6K $3.81M
BMY
Bristol Myers Squibb CO

Healthcare
11.6K
+ 26.26%
$51.92 - $59.94 $601K - $694K
55.7K $3.15M
EQIX
Equinix Inc

Real Estate
915
New
$865.69 - $985.0 $792K - $901K
915 $862K
Activity Summary
Buys All Purchases 780 New Holdings 159 Increased Positions 621 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 1 Puts 1
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