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
IYLD
Ishares Tr Ishares Morningstar

ETFs
1.12K
+ 6.08%
$19.48 - $20.66 $21.7K - $23.1K
19.5K $379K
Innovator Etfs Trust
25
+ 0.08%
N/A
30K $0
Innovator Etfs Trust
2.65K
+ 1.73%
N/A
156K $0
Nuveen Churchill Direct Lend
24.4K
+ 129.7%
N/A
43.3K $0
Ishares Bitcoin Trust ETF
15K
+ 126.16%
N/A
26.9K $0
SFLR
Innovator Etfs Tr Equity Manag
3
+ 0.01%
N/A
23.9K $0
Linde PLC
407
+ 32.88%
N/A
1.65K $0
NRZ
New Residential Investment Corp.

Real Estate
19
+ 0.06%
N/A
34K $246K
Flagstar Financial Inc
7.02K
+ 43.23%
N/A
23.2K $0
Pacer Fds Tr
6.98K
+ 2.82%
N/A
254K $0
ESGD
Ishares Trust Ishares Esg Awar

ETFs
377
+ 10.6%
$75.65 - $83.47 $28.5K - $31.5K
3.93K $299K
BYLD
Ishares Tr Yield Optimized Bd
7.25K
+ 8.15%
N/A
96.2K $0
Grayscale Ethereum Trust ETF
800
+ 7.24%
N/A
11.8K $0
J P Morgan Exchange Traded F
145
+ 1.12%
N/A
13.1K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
25K
+ 13.0%
N/A
217K $0
STXK
Ea Ser Tr Strive 2000 ETF
2.73K
+ 17.19%
N/A
18.6K $0
Innovator Etfs Trust
1.01K
+ 1.02%
N/A
100K $0
Jacobs Solutions Inc
342
+ 19.44%
N/A
2.1K $0
Ge Vernova Inc
220
+ 7.65%
N/A
3.1K $0
PDEC
Innovator U.S. Equity Power Bu
1.63K
+ 8.8%
N/A
20.1K $0
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
29
+ 0.17%
$23.25 - $23.37 $674 - $678
16.7K $389K
AVT
Avnet Inc

Technology
255
+ 3.66%
$52.09 - $57.69 $13.3K - $14.7K
7.22K $377K
LYG
Lloyds Banking Group PLC

Financial Services
1.78K
+ 8.73%
$2.67 - $3.23 $4.76K - $5.76K
22.2K $60K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
28
+ 0.16%
$22.72 - $23.0 $636 - $644
17K $388K
QDEF
Flexshares Quality Div Defensi

ETFs
5
+ 0.11%
$70.22 - $73.73 $351 - $369
4.69K $329K
TLRY
Tilray Brands, Inc.

Healthcare
1.53K
+ 9.41%
$1.16 - $1.77 $1.77K - $2.7K
17.8K $23K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
137
+ 3.54%
$108.6 - $115.42 $14.9K - $15.8K
4K $437K
SPIB
Spdr Portfolio Intermediate Te

ETFs
62
+ 0.81%
$32.65 - $33.68 $2.02K - $2.09K
7.73K $253K
VTV
Vanguard Value ETF

ETFs
634
+ 2.96%
$168.32 - $181.87 $107K - $115K
22K $3.73M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
753
+ 6.31%
$9.25 - $10.62 $6.97K - $8K
12.7K $123K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
2.5K
+ 9.43%
$14.42 - $16.27 $36.1K - $40.7K
29K $418K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
970
+ 10.38%
$64.62 - $71.43 $62.7K - $69.3K
10.3K $666K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.65K
+ 2.28%
$56.06 - $61.35 $204K - $224K
164K $9.24M
CEG
Constellation Energy Corp

Utilities
296
+ 13.39%
$224.28 - $285.52 $66.4K - $84.5K
2.51K $563K
IWN
Ishares Russell2000 Val ETF

ETFs
75
+ 0.82%
$162.69 - $181.35 $12.2K - $13.6K
9.28K $1.52M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1
+ 0.01%
$67.38 - $75.88 $67.4 - $75.9
7.95K $538K
HAL
Halliburton CO

Energy
109
+ 1.19%
$25.77 - $31.99 $2.81K - $3.49K
9.27K $252K
DFAX
Dimensional ETF Tr
161
+ 1.91%
$24.76 - $27.04 $3.99K - $4.35K
8.59K $213K
FSTA
Fidelity Covington Tr Msci Con

ETFs
15
+ 0.16%
$49.28 - $52.29 $739 - $784
9.36K $462K
FXG
First Tr Exchange Traded First

ETFs
2
+ 0.05%
$63.7 - $70.06 $127 - $140
4.19K $268K
VHT
Vanguard Health Care ETF

ETFs
226
+ 8.57%
$250.81 - $283.3 $56.7K - $64K
2.86K $726K
IYK
Ishares U.S. Consumer Staples

ETFs
239
+ 3.3%
$65.32 - $70.92 $15.6K - $16.9K
7.48K $490K
ITA
Ishares Tr

ETFs
86
+ 1.12%
$144.31 - $157.31 $12.4K - $13.5K
7.78K $1.13M
SUI
Sun Communities Inc

Real Estate
8
+ 0.41%
$119.89 - $139.05 $959 - $1.11K
1.96K $241K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
8
+ 0.09%
$43.02 - $47.32 $344 - $379
9.24K $399K
SCHA
Schwab Strategic Tr Us Small C

ETFs
17.7K
+ 94.58%
$25.33 - $51.16 $447K - $903K
36.3K $939K
GUNR
Flexshares Tr Morningstar Glob

ETFs
137
+ 2.47%
$36.15 - $41.9 $4.95K - $5.74K
5.69K $207K
LEN
Lennar Corp

Consumer Cyclical
334
+ 24.98%
$136.2 - $188.96 $45.5K - $63.1K
1.67K $227K
TD
Toronto Dominion Bank

Financial Services
331
+ 7.89%
$51.56 - $63.8 $17.1K - $21.1K
4.53K $240K
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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