Pensionmark Financial Group, LLC Incresed Positions in Q3 2025

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MAR
Marriott International Inc

Consumer Cyclical
213
+ 3.17%
$255.35 - $282.87 $54.4K - $60.3K
6.94K $1.81M
GERN
Geron Corp

Healthcare
7.38K
+ 0.71%
$1.1 - $1.47 $8.11K - $10.8K
1.04M $1.42M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
424
+ 27.68%
$108.8 - $169.61 $46.1K - $71.9K
1.96K $212K
CTSH
Cognizant Technology Solutions Corp

Technology
8
+ 0.13%
$66.67 - $80.98 $533 - $648
6.25K $418K
ET
Energy Transfer LP

Energy
731
+ 0.75%
$17.11 - $18.16 $12.5K - $13.3K
97.7K $1.68M
OKE
Oneok Inc

Energy
130
+ 1.14%
$71.36 - $83.47 $9.28K - $10.9K
11.5K $841K
AMP
Ameriprise Financial Inc

Financial Services
109
+ 3.16%
$486.13 - $544.55 $53K - $59.4K
3.56K $1.75M
CARR
Carrier Global Corp

Industrials
199
+ 2.39%
$58.75 - $80.73 $11.7K - $16.1K
8.52K $508K
MCHP
Microchip Technology Inc

Technology
364
+ 1.7%
$60.95 - $75.26 $22.2K - $27.4K
21.8K $1.4M
SAP
Sap Se

Technology
78
+ 2.08%
$252.42 - $311.93 $19.7K - $24.3K
3.82K $1.02M
DEO
Diageo PLC

Consumer Defensive
792
+ 1.68%
$93.64 - $115.33 $74.2K - $91.3K
48K $4.58M
CTAS
Cintas Corp

Industrials
84
+ 0.7%
$199.29 - $226.27 $16.7K - $19K
12.1K $2.49M
NVO
Novo Nordisk A S

Healthcare
635
+ 3.63%
$45.38 - $71.7 $28.8K - $45.5K
18.1K $1M
VRSK
Verisk Analytics, Inc.

Industrials
198
+ 4.47%
$242.3 - $312.95 $48K - $62K
4.63K $1.16M
PAYX
Paychex Inc

Industrials
26
+ 0.19%
$126.69 - $147.99 $3.29K - $3.85K
13.8K $1.75M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
134
+ 2.75%
$159.87 - $247.68 $21.4K - $33.2K
5K $889K
CHKP
Check Point Software Technologies LTD

Technology
30
+ 0.14%
$180.73 - $231.23 $5.42K - $6.94K
21.8K $4.51M
WAT
Waters Corp

Healthcare
42
+ 0.62%
$277.72 - $357.04 $11.7K - $15K
6.77K $2.03M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.01%
$196.15 - $217.83 $196 - $218
18.7K $3.78M
DXCM
Dexcom Inc

Healthcare
7.14K
+ 17.32%
$66.46 - $89.53 $474K - $639K
48.3K $3.25M
MSTR
Microstrategy Inc

Technology
498
+ 7.46%
$300.7 - $455.9 $150K - $227K
7.18K $2.31M
ROP
Roper Technologies Inc

Industrials
168
+ 2.31%
$495.03 - $573.0 $83.2K - $96.3K
7.43K $3.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
842
+ 1.27%
$65.64 - $78.22 $55.3K - $65.9K
66.9K $4.49M
NFLX
Netflix Inc

Communication Services
299
+ 5.3%
$1147.87 - $1297.18 $343K - $388K
5.94K $7.12M
HON
Honeywell International Inc

Industrials
516
+ 2.11%
$207.7 - $240.4 $107K - $124K
25K $5.26M
KO
Coca Cola CO

Consumer Defensive
4.13K
+ 2.46%
$65.67 - $71.67 $271K - $296K
172K $11.4M
IBM
International Business Machines Corp

Technology
639
+ 1.18%
$234.77 - $292.47 $150K - $187K
54.8K $15.5M
SBUX
Starbucks Corp

Consumer Cyclical
698
+ 0.87%
$81.9 - $96.86 $57.2K - $67.6K
81.3K $6.88M
BKNG
Booking Holdings Inc.

Consumer Cyclical
76
+ 2.77%
$5364.25 - $5815.92 $408K - $442K
2.82K $15.2M
DIS
Walt Disney CO

Communication Services
860
+ 1.07%
$112.25 - $124.0 $96.5K - $107K
81.2K $9.3M
NOW
Service Now, Inc.

Technology
59
+ 0.63%
$850.86 - $1044.69 $50.2K - $61.6K
9.37K $8.62M
CMCSA
Comcast Corp

Communication Services
2.91K
+ 1.05%
$31.41 - $36.33 $91.5K - $106K
281K $8.83M
FIS
Fidelity National Information Services, Inc.

Technology
692
+ 0.93%
$63.37 - $82.35 $43.9K - $57K
75.5K $4.98M
PM
Philip Morris International Inc.

Consumer Defensive
1.26K
+ 1.58%
$157.77 - $183.27 $198K - $230K
80.9K $13.1M
KMX
Carmax Inc

Consumer Cyclical
740
+ 0.68%
$44.86 - $71.57 $33.2K - $53K
109K $4.91M
CHD
Church & Dwight CO Inc

Consumer Defensive
23
+ 0.0%
$85.84 - $99.09 $1.97K - $2.28K
558K $48.9M
Activity Summary
Buys All Purchases 740 New Holdings 153 Increased Positions 587 Sells All Sells 420 Reductions 420 Sold out 0 Options Calls 5 Puts 3
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