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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
135
+ 3.63%
$58.39 - $67.04 $7.88K - $9.05K
3.85K $244K
TXT
Textron Inc

Industrials
1.01K
+ 22.96%
$75.82 - $90.32 $76.3K - $90.9K
5.39K $412K
RF
Regions Financial Corp

Financial Services
912
+ 5.76%
$22.45 - $27.47 $20.5K - $25.1K
16.7K $393K
ARCC
Ares Capital Corp

Financial Services
488
+ 4.06%
$20.74 - $22.27 $10.1K - $10.9K
12.5K $274K
NRG
Nrg Energy, Inc.

Utilities
273
+ 9.8%
$85.3 - $101.61 $23.3K - $27.7K
3.06K $276K
VT
Vanguard Total World Stk Index

ETFs
266
+ 6.87%
$117.09 - $123.07 $31.1K - $32.7K
4.14K $485K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
161
+ 9.13%
$128.97 - $141.41 $20.8K - $22.8K
1.92K $251K
POCT
Innovator U.S. Equity Power Bu

ETFs
413
+ 6.1%
$38.63 - $40.03 $16K - $16.5K
7.18K $284K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
659
+ 10.01%
$44.25 - $47.77 $29.2K - $31.5K
7.24K $323K
SGOL
Abrdn Gold ETF Trust

ETFs
1.09K
+ 1.29%
$24.46 - $26.62 $26.5K - $28.9K
84.9K $2.13M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
444
+ 7.75%
$48.33 - $49.08 $21.5K - $21.8K
6.17K $298K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
777
+ 6.12%
$24.61 - $25.12 $19.1K - $19.5K
13.5K $332K
ROMO
Strategy Shs Newfound/Resolve

ETFs
360
+ 2.76%
$31.04 - $32.88 $11.2K - $11.8K
13.4K $423K
LLY
Eli Lilly & CO

Healthcare
2.15K
+ 14.87%
$727.2 - $932.06 $1.56M - $2M
16.6K $12.8M
AIQ
Global X Funds Global X Artifi

ETFs
25
+ 0.35%
$36.57 - $40.57 $914 - $1.01K
7.19K $277K
OEF
Ishares S&P 100 ETF

ETFs
37
+ 2.69%
N/A
1.41K $375K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
999
+ 14.06%
$26.65 - $29.34 $26.6K - $29.3K
8.1K $219K
PAA
Plains All American Pipeline LP

Energy
850
+ 4.2%
$16.27 - $18.67 $13.8K - $15.9K
21.1K $360K
SPMD
Spdr Portfolio

ETFs
155
+ 1.33%
$54.13 - $59.56 $8.39K - $9.23K
11.8K $647K
DFUS
Dimensional ETF Tr U S Equity

ETFs
18
+ 0.37%
$61.52 - $66.5 $1.11K - $1.2K
4.84K $308K
NGG
National Grid PLC

Utilities
1.42K
+ 18.97%
$57.68 - $70.03 $82K - $99.6K
8.92K $529K
RFEM
First Trust Iii Riverfront Dyn

ETFs
747
+ 9.22%
$62.89 - $68.65 $47K - $51.3K
8.85K $559K
EVRG
Evergy, Inc.

Utilities
134
+ 2.34%
$59.06 - $65.0 $7.91K - $8.71K
5.85K $360K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
804
+ 14.51%
$58.46 - $65.6 $47K - $52.7K
6.34K $371K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
600
+ 1.91%
$28.25 - $28.72 $17K - $17.2K
32K $907K
SLB
Schlumberger Limited

Energy
609
+ 12.25%
$36.83 - $45.59 $22.4K - $27.8K
5.58K $214K
A
Agilent Technologies, Inc.

Healthcare
512
+ 11.46%
$125.69 - $146.56 $64.4K - $75K
4.98K $668K
XYLD
Global X Fds S&P 500 Covered C

ETFs
21
+ 0.23%
$40.86 - $43.42 $858 - $912
9.23K $386K
DOV
Dover Corp

Industrials
87
+ 2.66%
$184.72 - $206.51 $16.1K - $18K
3.35K $629K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
2.16K
+ 8.42%
$32.75 - $35.81 $70.6K - $77.2K
27.8K $915K
BLDR
Builders First Source, Inc.

Industrials
651
+ 36.15%
$142.93 - $198.25 $93K - $129K
2.45K $350K
IRBO
Ishares Robotics & Artificial

ETFs
18
+ 0.18%
N/A
9.86K $316K
VNLA
Janus Henderson Short Duration

ETFs
55
+ 0.36%
$48.82 - $49.11 $2.69K - $2.7K
15.3K $749K
TFLR
T Rowe Price Exchange Traded F
4.13K
+ 42.65%
N/A
13.8K $0
T Rowe Price ETF Inc
1.02K
+ 5.72%
N/A
18.8K $0
CGMU
Capital Group Core Plus Income
10.3K
+ 7.66%
N/A
145K $0
Trust For Professional Manag
611
+ 0.97%
N/A
63.3K $0
LCTD
Blackrock ETF World Ex Us Carb
155
+ 3.32%
N/A
4.82K $0
Elevation Series Trust
36.8K
+ 300.73%
N/A
49.1K $0
STXD
Ea Ser Tr Strive 1000 Divid Gr
314
+ 0.24%
N/A
133K $0
STRV
Ea Ser Tr Strive 500 ETF
3K
+ 3.94%
N/A
78.9K $0
Capital Group Conservative E
12.3K
+ 162.16%
N/A
19.9K $0
Veralto Corp
1.02K
+ 56.71%
N/A
2.83K $0
CRH.L
Crh PLC

Basic Materials
302
+ 13.39%
N/A
2.56K $0
T Rowe Price ETF Inc
7.94K
+ 5.19%
N/A
161K $0
Blackrock ETF Trust Ii
2K
+ 8.57%
N/A
25.4K $0
XTWO
Bondbloxx ETF Tr 2 Yr Target D
2.69K
+ 25.92%
N/A
13.1K $0
Trust For Professional Manag
249
+ 0.75%
N/A
33.7K $0
Capital Group Core Balanced
18.8K
+ 42.25%
N/A
63.2K $0
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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