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
AMAT
Applied Materials Inc

Technology
16.9K
+ 171.54%
$161.44 - $213.89 $2.73M - $3.61M
26.7K $4.35M
CVX
Chevron Corp

Energy
16.8K
+ 35.43%
$141.15 - $162.53 $2.38M - $2.74M
64.4K $9.33M
COST
Costco Wholesale Corp

Consumer Defensive
2.14K
+ 17.85%
$873.59 - $994.69 $1.87M - $2.13M
14.2K $13M
ACWI
Ishares Msci Acwi ETF

ETFs
19.5K
+ 626.34%
$117.05 - $123.03 $2.28M - $2.39M
22.6K $2.65M
DIS
Walt Disney CO

Communication Services
12.3K
+ 21.09%
$92.39 - $117.6 $1.14M - $1.45M
70.7K $7.87M
TJX
Tjx Companies Inc

Consumer Cyclical
16.1K
+ 22.43%
$112.15 - $127.2 $1.81M - $2.05M
88K $10.6M
CAT
Caterpillar Inc

Industrials
6.32K
+ 157.4%
$360.37 - $416.88 $2.28M - $2.63M
10.3K $3.75M
ADBE
Adobe Inc.

Technology
7.7K
+ 43.5%
$437.39 - $552.96 $3.37M - $4.26M
25.4K $11.3M
GLD
Spdr Gold Trust

ETFs
8.84K
+ 57.08%
$236.59 - $257.5 $2.09M - $2.28M
24.3K $5.89M
GS
Goldman Sachs Group Inc

Financial Services
3.13K
+ 74.84%
$486.1 - $608.57 $1.52M - $1.91M
7.32K $4.19M
AVUS
American Centy ETF Tr Avantis

ETFs
16.1K
+ 6.26%
$94.36 - $102.06 $1.52M - $1.64M
273K $26.5M
MRVL
Marvell Technology, Inc.

Technology
4.21K
+ 10.42%
$70.31 - $124.78 $296K - $525K
44.6K $4.92M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
+ 75.0%
$664750.0 - $724132.5 $1.99M - $2.17M
7 $4.77M
SCHW
Schwab Charles Corp

Financial Services
9.38K
+ 6.6%
$63.31 - $82.85 $594K - $777K
152K $11.2M
FDN
First Tr Fd Dow Jones

ETFs
4.97K
+ 21.07%
$210.5 - $257.24 $1.05M - $1.28M
28.6K $6.95M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
46.6K
+ 22.08%
$51.33 - $53.74 $2.39M - $2.51M
258K $13.3M
NFLX
Netflix Inc

Communication Services
1.59K
+ 58.24%
$687.65 - $936.56 $1.1M - $1.49M
4.33K $3.86M
VO
Vanguard Mid Cap ETF

ETFs
7.14K
+ 7.31%
$261.5 - $284.63 $1.87M - $2.03M
105K $27.7M
BX
Blackstone Inc.

Financial Services
3.3K
+ 4.75%
$148.45 - $199.05 $490K - $657K
72.8K $12.6M
CSCO
Cisco Systems, Inc.

Technology
18.4K
+ 13.38%
$52.45 - $60.02 $965K - $1.1M
156K $9.23M
ABBV
Abb Vie Inc.

Healthcare
16.1K
+ 33.28%
$164.99 - $203.87 $2.66M - $3.28M
64.5K $11.5M
HD
Home Depot, Inc.

Consumer Cyclical
6.91K
+ 13.79%
$385.02 - $431.37 $2.66M - $2.98M
57K $22.2M
SNPS
Synopsys Inc

Technology
3.78K
+ 757.52%
$485.36 - $588.0 $1.83M - $2.22M
4.28K $2.08M
JEPI
J P Morgan Exchange Traded Fd

ETFs
36.3K
+ 25.81%
$57.53 - $60.83 $2.09M - $2.21M
177K $10.2M
XLF
Financial Sector Spdr

ETFs
34.6K
+ 99.93%
$44.89 - $51.34 $1.56M - $1.78M
69.3K $3.35M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
68.1K
+ 82.63%
$26.55 - $27.32 $1.81M - $1.86M
151K $4.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.06K
+ 86.12%
$370.24 - $418.94 $1.5M - $1.7M
8.78K $3.53M
EFG
Msci Eafe Growth ETF

ETFs
19.6K
+ 135.64%
$96.83 - $106.88 $1.9M - $2.1M
34.1K $3.3M
PM
Philip Morris International Inc.

Consumer Defensive
14.3K
+ 28.25%
$118.38 - $133.06 $1.69M - $1.9M
65K $7.82M
VGSH
Vanguard

ETFs
28.7K
+ 83.43%
$58.02 - $58.88 $1.66M - $1.69M
63K $3.67M
NDAQ
Nasdaq, Inc.

Financial Services
20.7K
+ 231.87%
$70.87 - $83.05 $1.47M - $1.72M
29.6K $2.29M
T
At&T Inc.

Communication Services
63.4K
+ 36.39%
$21.22 - $23.88 $1.34M - $1.51M
237K $5.41M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
42.6K
+ 23.09%
$44.87 - $46.86 $1.91M - $2M
227K $10.2M
XLK
Technology Sector Spdr

ETFs
6.37K
+ 53.05%
$220.26 - $241.44 $1.4M - $1.54M
18.4K $4.27M
MPWR
Monolithic Power Systems Inc

Technology
3.04K
+ 370.19%
$560.06 - $942.58 $1.7M - $2.87M
3.87K $2.29M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.86K
+ 7.02%
$155.96 - $188.66 $446K - $539K
43.6K $8.14M
WFC
Wells Fargo & Company

Financial Services
5.5K
+ 7.29%
$54.98 - $77.35 $302K - $425K
80.9K $5.68M
XOM
Exxon Mobil Corp

Energy
24.3K
+ 19.57%
$105.51 - $125.37 $2.57M - $3.05M
149K $16M
PG
Procter & Gamble CO

Consumer Defensive
9.69K
+ 25.29%
$161.05 - $179.7 $1.56M - $1.74M
48K $8.05M
BAC
Bank Of America Corp

Financial Services
20.4K
+ 17.41%
$39.22 - $47.77 $798K - $972K
137K $6.03M
SYY
Sysco Corp

Consumer Defensive
18.3K
+ 234.54%
$73.63 - $81.77 $1.35M - $1.5M
26.1K $2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.8K
+ 455.56%
$278.19 - $315.36 $1.33M - $1.51M
5.85K $1.68M
SHOP
Shopify Inc.

Technology
9.81K
+ 76.92%
$78.14 - $119.49 $766K - $1.17M
22.6K $2.4M
QTEC
First Trust Nasdaq 100 Technol

ETFs
7.6K
+ 36.48%
$185.87 - $204.12 $1.41M - $1.55M
28.4K $5.35M
PLTR
Palantir Technologies Inc.

Technology
12.8K
+ 137.7%
$36.46 - $82.38 $468K - $1.06M
22.1K $1.67M
NOW
Service Now, Inc.

Technology
203
+ 3.1%
$867.18 - $1148.42 $176K - $233K
6.75K $7.16M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
18.1K
+ 19.49%
$77.86 - $79.27 $1.41M - $1.43M
111K $8.64M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
34.2K
+ 39.28%
$42.84 - $45.38 $1.46M - $1.55M
121K $5.2M
FVD
First Tr Value Line Divid Inde

ETFs
35.2K
+ 23.88%
$43.4 - $46.7 $1.53M - $1.64M
183K $7.97M
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
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email