Pensionmark Financial Group, LLC Incresed Positions in Q4 2024

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJK
Ishares S&P Midcap 400 Growth

ETFs
387K
+ 1438.53%
$90.66 - $99.46 $35.1M - $38.5M
414K $37.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
316K
+ 116.15%
$94.43 - $105.47 $29.8M - $33.3M
588K $59.7M
AAPL
Apple Inc.

Technology
92K
+ 17.91%
$221.69 - $259.02 $20.4M - $23.8M
606K $152M
VOT
Vanguard Mid Cap Growth Index

ETFs
112K
+ 1703.06%
$241.48 - $274.89 $27.1M - $30.9M
119K $30.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.09M
+ 1093.51%
$25.93 - $105.3 $28.2M - $115M
1.19M $33.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
135K
+ 1134.78%
$134.53 - $150.65 $18.2M - $20.4M
147K $19.9M
NVDA
Nvidia Corp

Technology
105K
+ 70.61%
$117.0 - $148.88 $12.3M - $15.6M
253K $34M
VBK
Vanguard Small Cap Growth ETF

ETFs
54.5K
+ 2351.08%
$264.18 - $304.19 $14.4M - $16.6M
56.8K $15.9M
AMZN
Amazon Com Inc

Consumer Cyclical
29.1K
+ 13.58%
$180.88 - $232.93 $5.26M - $6.78M
243K $53.4M
AVGO
Broadcom Inc.

Technology
22.1K
+ 16.82%
$159.67 - $250.0 $3.53M - $5.53M
154K $35.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
21.4K
+ 48.75%
$481.22 - $538.17 $10.3M - $11.5M
65.3K $33.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
158K
+ 84.67%
$77.02 - $78.58 $12.2M - $12.4M
345K $26.6M
GOOGL
Alphabet Inc.

Communication Services
38.7K
+ 21.35%
$161.86 - $196.66 $6.26M - $7.61M
220K $41.6M
IEFA
Ishares Tr

ETFs
162K
+ 144.84%
$70.06 - $77.43 $11.3M - $12.5M
274K $19.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
97.5K
+ 563.25%
$100.16 - $100.7 $9.76M - $9.81M
115K $11.5M
MSFT
Microsoft Corp

Technology
26.2K
+ 17.07%
$406.35 - $454.46 $10.7M - $11.9M
180K $75.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
121K
+ 693.44%
$74.5 - $78.37 $9.02M - $9.48M
138K $10.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
96.5K
+ 30.51%
$96.64 - $101.23 $9.33M - $9.77M
413K $40M
JPM
Jpmorgan Chase & CO

Financial Services
9.69K
+ 5.08%
$205.18 - $250.29 $1.99M - $2.42M
200K $48M
IVV
Ishares Core S&P 500 ETF

ETFs
12.4K
+ 37.23%
$570.51 - $610.59 $7.07M - $7.57M
45.7K $26.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
56.8K
+ 220.81%
$131.66 - $144.0 $7.47M - $8.17M
82.5K $10.9M
V
Visa Inc.

Financial Services
7.01K
+ 7.63%
$273.87 - $320.91 $1.92M - $2.25M
98.9K $31.3M
CRM
Salesforce, Inc.

Technology
7.96K
+ 14.62%
$270.87 - $367.87 $2.16M - $2.93M
62.4K $20.9M
META
Meta Platforms, Inc.

Communication Services
7.83K
+ 12.06%
$554.08 - $632.68 $4.34M - $4.96M
72.8K $42.9M
GOOG
Alphabet Inc.

Communication Services
10.6K
+ 7.08%
$163.08 - $198.16 $1.73M - $2.1M
161K $30.6M
IEMG
Ishares Inc

ETFs
96.2K
+ 469.93%
N/A
117K $6.26M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
75.9K
+ 92.9%
$55.73 - $66.16 $4.23M - $5.02M
158K $9.51M
O
Realty Income Corp

Real Estate
90.3K
+ 405.77%
$51.76 - $64.71 $4.67M - $5.84M
113K $6.01M
TSLA
Tesla, Inc.

Consumer Cyclical
3.32K
+ 15.64%
$213.65 - $479.86 $709K - $1.59M
24.5K $9.91M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39.9K
+ 21.34%
$113.92 - $127.38 $4.55M - $5.08M
227K $26.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.92K
+ 27.03%
$442.29 - $483.08 $4.39M - $4.79M
46.6K $21.1M
WMT
Walmart Inc.

Consumer Defensive
19.2K
+ 7.62%
$79.1 - $95.7 $1.52M - $1.84M
272K $24.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.32K
+ 17.57%
$567.81 - $607.81 $3.59M - $3.84M
42.3K $24.8M
CINF
Cincinnati Financial Corp

Financial Services
26.7K
+ 665.64%
$132.86 - $160.16 $3.55M - $4.27M
30.7K $4.41M
IAU
Ishares Gold Trust

ETFs
77.9K
+ 231.47%
$48.37 - $52.65 $3.77M - $4.1M
112K $5.52M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
54.7K
+ 1411.26%
$70.1 - $76.53 $3.83M - $4.18M
58.5K $4.14M
RSP
Invesco S&P 500 Equal Weight E

ETFs
21.4K
+ 105.33%
$174.22 - $187.62 $3.72M - $4.01M
41.6K $7.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
46K
+ 350.69%
$75.1 - $82.99 $3.46M - $3.82M
59.2K $4.47M
HON
Honeywell International Inc

Industrials
13K
+ 137.7%
$202.84 - $236.0 $2.63M - $3.06M
22.4K $5.06M
SUB
Ishares Short Term National Mu

ETFs
27.8K
+ 65.08%
$104.94 - $106.2 $2.91M - $2.95M
70.4K $7.43M
SPYG
Spdr Portfolio

ETFs
29.8K
+ 160.44%
$81.74 - $91.38 $2.44M - $2.72M
48.4K $4.25M
MSI
Motorola Solutions, Inc.

Technology
4.61K
+ 12.92%
$449.08 - $504.6 $2.07M - $2.33M
40.3K $18.6M
IWM
Ishares Russell 2000 ETF

ETFs
11.4K
+ 171.66%
$216.13 - $242.4 $2.47M - $2.77M
18.1K $4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
40.3K
+ 45.74%
$61.68 - $67.87 $2.48M - $2.73M
128K $7.99M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10.4K
+ 32.33%
$198.04 - $221.51 $2.07M - $2.31M
42.7K $8.99M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
49.2K
+ 58.52%
$50.62 - $50.97 $2.49M - $2.51M
133K $6.76M
CDNS
Cadence Design Systems Inc

Technology
7.5K
+ 100.62%
$249.1 - $324.54 $1.87M - $2.44M
15K $4.49M
VUG
Vanguard Growth ETF

ETFs
5.36K
+ 62.27%
$378.79 - $428.11 $2.03M - $2.3M
14K $5.74M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
29.8K
+ 13.77%
$66.77 - $71.52 $1.99M - $2.13M
246K $17M
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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