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
BOND
Pimco Active Bond Exchange Tra

ETFs
2.74K
New
$90.42 - $94.5 $248K - $259K
2.74K $248K
TRP
Tc Energy Corp

Energy
5.32K
New
$44.03 - $50.23 $234K - $267K
5.32K $247K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
4.34K
New
$56.27 - $69.89 $244K - $303K
4.34K $246K
ORI
Old Republic International Corp

Financial Services
6.82K
New
$34.4 - $38.98 $235K - $266K
6.82K $246K
SLF
Sun Life Financial Inc

Financial Services
4.15K
New
$55.43 - $62.69 $230K - $260K
4.15K $246K
TDIV
First Trust Nasdaq Technology

ETFs
3.88K
+ 11.6%
$78.03 - $82.13 $303K - $319K
37.3K $2.93M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
6.39K
New
$37.86 - $39.07 $242K - $250K
6.39K $242K
FITB
Fifth Third Bancorp

Financial Services
5.79K
+ 94.33%
$41.76 - $48.44 $242K - $281K
11.9K $504K
UHS
Universal Health Services Inc

Healthcare
1.34K
New
$175.8 - $236.9 $236K - $318K
1.34K $241K
PVAL
Putnam ETF Tr Putnam Focused L
6.48K
New
$36.85 - $39.99 $239K - $259K
6.48K $240K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
12.6K
+ 31.02%
$17.93 - $18.8 $227K - $238K
53.4K $972K
WAT
Waters Corp

Healthcare
444
+ 6.81%
$323.11 - $392.01 $143K - $174K
6.96K $2.58M
DOCU
Docusign, Inc.

Technology
2.63K
New
$61.42 - $106.99 $161K - $281K
2.63K $236K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
5.52K
+ 9.17%
$49.39 - $52.31 $273K - $289K
65.8K $3.27M
RIET
ETF Ser Solutions Hoya Capital

ETFs
23.4K
New
$9.94 - $11.2 $233K - $262K
23.4K $236K
CB
Chubb LTD

Financial Services
2.25K
+ 7.0%
$271.57 - $301.89 $612K - $680K
34.4K $9.51M
QCOM
Qualcomm Inc

Technology
6.36K
+ 14.09%
$150.4 - $178.04 $957K - $1.13M
51.5K $7.92M
FXI
Ishares Tr

ETFs
7.75K
New
$29.52 - $36.69 $229K - $284K
7.75K $235K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
6.2K
+ 32.64%
$40.72 - $42.75 $252K - $265K
25.2K $1.04M
APH
Amphenol Corp

Technology
3.36K
New
$62.07 - $75.35 $209K - $253K
3.36K $233K
EWBC
East West Bancorp Inc

Financial Services
2.4K
New
$80.04 - $111.23 $192K - $267K
2.4K $229K
PWR
Quanta Services, Inc.

Industrials
724
New
$296.05 - $346.6 $214K - $251K
724 $228K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
11K
+ 72.3%
$24.04 - $26.75 $265K - $295K
26.3K $638K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.6K
+ 19.78%
$124.61 - $133.96 $199K - $214K
9.66K $1.24M
OXY
Occidental Petroleum Corp

Energy
4.61K
New
$45.36 - $55.91 $209K - $258K
4.61K $227K
D
Dominion Energy, Inc

Utilities
5.22K
+ 37.84%
$52.63 - $60.92 $275K - $318K
19K $1.02M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.77K
New
$47.58 - $48.56 $227K - $232K
4.77K $227K
ABC
Amerisourcebergen Corp

Healthcare
1.23K
+ 6.78%
N/A
19.3K $3.58M
CHRD
Oasis Petroleum Inc.

Energy
1.93K
New
$110.83 - $137.78 $214K - $266K
1.93K $225K
HUBS
Hubspot Inc

Technology
324
New
$514.07 - $757.4 $167K - $245K
324 $225K
COIN
Coinbase Global, Inc.

Technology
900
New
$163.17 - $343.62 $147K - $309K
900 $223K
DVA
Davita Inc.

Healthcare
1.48K
New
$139.81 - $167.96 $207K - $249K
1.48K $221K
RMD
Resmed Inc

Healthcare
1.12K
+ 50.32%
$228.69 - $256.07 $255K - $286K
3.33K $761K
HSY
Hershey CO

Consumer Defensive
1.3K
New
$168.67 - $193.65 $220K - $253K
1.3K $220K
RSG
Republic Services, Inc.

Industrials
1.08K
+ 35.42%
$198.0 - $218.75 $214K - $237K
4.14K $832K
MUR
Murphy Oil Corp

Energy
7.24K
New
$28.14 - $36.09 $204K - $261K
7.24K $219K
RY
Royal Bank Of Canada

Financial Services
1.99K
+ 36.1%
$119.72 - $128.02 $239K - $255K
7.51K $905K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
4.84K
+ 7.94%
$48.96 - $52.85 $237K - $256K
65.8K $3.24M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.56K
+ 19.64%
$55.86 - $60.21 $199K - $214K
21.7K $1.24M
VRT
Vertiv Holdings CO

Industrials
2.5K
New
N/A
2.5K $216K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.36K
New
$64.18 - $70.42 $216K - $237K
3.36K $216K
PFF
Ishares Trust Ishares Pfd And

ETFs
7.41K
+ 73.89%
$31.23 - $33.51 $231K - $248K
17.4K $548K
EFV
Msci Eafe Value ETF

ETFs
7.07K
+ 23.06%
$51.78 - $57.15 $366K - $404K
37.8K $1.98M
HUBB
Hubbell Inc

Industrials
512
New
$418.89 - $472.12 $214K - $242K
512 $214K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.54K
New
$59.74 - $60.03 $211K - $213K
3.54K $211K
DFIV
Dimensional ETF Tr

ETFs
6.76K
+ 60.78%
$34.86 - $37.97 $236K - $257K
17.9K $634K
STWD
Starwood Property Trust, Inc.

Real Estate
11.1K
New
$18.95 - $20.37 $211K - $226K
11.1K $210K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.65K
+ 6.35%
$49.03 - $53.35 $130K - $141K
44.4K $2.27M
NVO
Novo Nordisk A S

Healthcare
7.78K
+ 55.88%
$85.0 - $120.04 $661K - $934K
21.7K $1.87M
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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