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
ZTS
Zoetis Inc.

Healthcare
4.56K
+ 13.31%
$162.24 - $194.42 $739K - $886K
38.8K $6.32M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
982
+ 0.9%
$44.04 - $49.49 $43.2K - $48.6K
110K $4.84M
NUE
Nucor Corp

Basic Materials
548
+ 4.07%
$115.78 - $167.74 $63.4K - $91.9K
14K $1.64M
DHR
Danaher Corp

Healthcare
1.01K
+ 7.78%
$226.16 - $274.52 $228K - $277K
14K $3.2M
DEO
Diageo PLC

Consumer Defensive
691
+ 1.76%
$118.0 - $139.88 $81.5K - $96.7K
40K $5.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
14.8K
+ 2.03%
$80.93 - $85.66 $1.19M - $1.26M
741K $60M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.87K
+ 12.37%
$501.29 - $612.85 $936K - $1.14M
17K $8.82M
LHX
L3 Harris Technologies, Inc.

Industrials
1.58K
+ 4.84%
$208.94 - $264.22 $329K - $416K
34.2K $7.18M
MTD
Mettler Toledo International Inc

Healthcare
136
+ 4.78%
$1160.67 - $1498.12 $158K - $204K
2.98K $3.65M
PEP
Pepsico Inc

Consumer Defensive
3.21K
+ 4.55%
$151.29 - $176.1 $486K - $565K
73.8K $11.2M
BBY
Best Buy CO Inc

Consumer Cyclical
665
+ 1.31%
$85.2 - $101.35 $56.7K - $67.4K
51.3K $4.4M
MCHP
Microchip Technology Inc

Technology
1.17K
+ 2.72%
$55.51 - $79.05 $64.7K - $92.1K
44K $2.53M
CMCSA
Comcast Corp

Communication Services
3.92K
+ 1.54%
$37.39 - $45.14 $147K - $177K
258K $9.7M
VEA
Vanguard Ftse Developed Market

ETFs
19.7K
+ 5.23%
$47.57 - $52.44 $939K - $1.04M
398K $19M
MRK
Merck & Co., Inc.

Healthcare
6.32K
+ 4.82%
$96.31 - $114.76 $609K - $725K
138K $13.7M
ELV
Elevance Health, Inc.

Healthcare
3.51K
+ 20.61%
$365.96 - $514.62 $1.28M - $1.81M
20.5K $7.59M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
400K
+ 102.2%
$18.41 - $40.87 $7.36M - $16.3M
791K $14.6M
IXUS
Ishares Tr

ETFs
7.98K
+ 2.6%
$65.95 - $72.56 $526K - $579K
315K $20.8M
AMD
Advanced Micro Devices Inc

Technology
8.84K
+ 14.36%
$118.88 - $172.8 $1.05M - $1.53M
70.3K $8.5M
UNH
Unitedhealth Group Inc

Healthcare
3.23K
+ 7.76%
$485.52 - $625.25 $1.57M - $2.02M
44.8K $22.7M
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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