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
FMF
First Trust Managed Futures St

ETFs
1.38K
+ 16.36%
$46.63 - $49.57 $64.5K - $68.6K
9.84K $467K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3.09K
+ 27.89%
$12.27 - $15.41 $37.9K - $47.6K
14.2K $205K
UTHR
United Therapeutics Corp

Healthcare
202
+ 18.41%
$348.66 - $410.0 $70.4K - $82.8K
1.3K $458K
UPS
United Parcel Service Inc

Industrials
1.94K
+ 10.98%
$122.65 - $138.35 $238K - $269K
19.6K $2.47M
RE
Everest Re Group LTD

Financial Services
170
+ 19.06%
N/A
1.06K $393K
FICO
Fair Isaac Corp

Technology
28
+ 18.79%
$1911.01 - $2382.4 $53.5K - $66.7K
177 $352K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
5K
+ 37.32%
N/A
18.4K $226K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.72K
+ 5.44%
$98.47 - $109.35 $268K - $297K
52.7K $5.19M
CAH
Cardinal Health Inc

Healthcare
348
+ 14.05%
$107.89 - $125.33 $37.5K - $43.6K
2.83K $334K
CHD
Church & Dwight CO Inc

Consumer Defensive
362
+ 0.06%
$99.11 - $112.25 $35.9K - $40.6K
557K $58.4M
PDP
Invesco Exchange Traded Fd Tr

ETFs
415
+ 12.59%
$102.88 - $117.55 $42.7K - $48.8K
3.71K $399K
EOG
Eog Resources Inc

Energy
495
+ 8.33%
$118.22 - $136.54 $58.5K - $67.6K
6.43K $788K
RWL
Invesco Exchange Traded Fd Tr

ETFs
635
+ 1.49%
$97.11 - $104.1 $61.7K - $66.1K
43.2K $4.23M
GL
Globe Life Inc.

Financial Services
216
+ 3.79%
$103.49 - $116.02 $22.4K - $25.1K
5.92K $660K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
34.2K
+ 207.91%
$22.01 - $66.82 $754K - $2.29M
50.7K $1.15M
PEAK
Healthpeak Properties, Inc.

Real Estate
2.75K
+ 21.56%
N/A
15.5K $293K
PCAR
Paccar Inc

Industrials
246
+ 5.8%
$97.92 - $118.41 $24.1K - $29.1K
4.49K $467K
EXPD
Expeditors International Of Washington Inc

Industrials
754
+ 44.67%
$110.5 - $128.26 $83.3K - $96.7K
2.44K $270K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
685
+ 9.76%
$56.7 - $62.15 $38.8K - $42.6K
7.71K $449K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.26K
+ 17.03%
$50.14 - $52.56 $63.2K - $66.2K
8.66K $435K
APAM
Artisan Partners Asset Management Inc.

Financial Services
1.12K
+ 22.54%
$41.74 - $49.17 $46.7K - $55K
6.08K $261K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.44K
+ 5.76%
$33.7 - $37.69 $48.7K - $54.4K
26.5K $910K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
35
+ 0.39%
$63.19 - $73.31 $2.21K - $2.57K
9.1K $624K
AX
Axos Financial, Inc.

Financial Services
300
+ 8.52%
$59.93 - $86.6 $18K - $26K
3.82K $266K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.82K
+ 4.37%
$28.6 - $29.27 $109K - $112K
91.2K $2.61M
BANC
Banc Of California, Inc.

Financial Services
2K
+ 11.06%
$13.66 - $17.77 $27.3K - $35.5K
20.1K $310K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.65K
+ 5.66%
$35.45 - $40.33 $58.6K - $66.7K
30.9K $1.11M
RGA
Reinsurance Group Of America Inc

Financial Services
251
+ 10.04%
$201.26 - $231.95 $50.5K - $58.2K
2.75K $587K
SYLD
Cambria Shareholder Yld ETF

ETFs
1.12K
+ 12.05%
$68.06 - $76.27 $76.5K - $85.7K
10.5K $715K
VVR
Invesco Senior Income Trust

Financial Services
10.3K
+ 100.0%
$3.83 - $4.07 $39.6K - $42.1K
20.7K $81K
IWC
Russell Micro Cap ETF

ETFs
197
+ 11.05%
$120.3 - $138.84 $23.7K - $27.4K
1.98K $258K
PNR
Pentair PLC

Industrials
293
+ 9.49%
$95.0 - $109.21 $27.8K - $32K
3.38K $340K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
52
+ 5.9%
$340.59 - $380.5 $17.7K - $19.8K
934 $341K
DGX
Quest Diagnostics Inc

Healthcare
270
+ 12.24%
N/A
2.48K $339K
JHG
Janus Henderson Group PLC

Financial Services
167
+ 2.51%
$37.65 - $45.66 $6.29K - $7.63K
6.82K $290K
DHI
Horton D R Inc

Consumer Cyclical
1.33K
+ 45.21%
$137.24 - $194.56 $182K - $258K
4.26K $595K
DTE
Dte Energy CO

Utilities
432
+ 20.65%
$117.04 - $129.77 $50.6K - $56.1K
2.52K $304K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.63K
+ 15.13%
$24.55 - $25.16 $40K - $41K
12.4K $305K
FPX
First Trust Us Equity Opportun

ETFs
100
+ 4.27%
$109.38 - $131.9 $10.9K - $13.2K
2.44K $291K
SHV
Ishares Tr

ETFs
353
+ 3.29%
$109.92 - $110.57 $38.8K - $39K
11.1K $1.22M
DSL
Double Line Income Solutions Fund

Financial Services
4.21K
+ 8.69%
$12.32 - $13.0 $51.9K - $54.8K
52.7K $661K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.01K
+ 4.14%
$80.87 - $87.69 $82K - $88.9K
25.5K $2.07M
FNB
Fnb Corp

Financial Services
667
+ 2.32%
$13.56 - $17.29 $9.04K - $11.5K
29.4K $434K
VDC
Vanguard Consumer Staples ETF

ETFs
171
+ 16.16%
$210.96 - $223.62 $36.1K - $38.2K
1.23K $259K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
998
+ 5.79%
$209.89 - $233.24 $209K - $233K
18.2K $3.87M
TROW
Price T Rowe Group Inc

Financial Services
146
+ 5.82%
$106.48 - $124.69 $15.5K - $18.2K
2.65K $300K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
327
+ 1.56%
$75.22 - $82.17 $24.6K - $26.9K
21.3K $1.62M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
21
+ 2.07%
$193.7 - $235.05 $4.07K - $4.94K
1.03K $236K
IYF
Ishares Tr

ETFs
15
+ 0.45%
$102.7 - $119.05 $1.54K - $1.79K
3.37K $372K
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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