Pensionmark Financial Group, LLC Asset Management

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$105B
$12.6 Million 0.35% of portfolio
72,823
Q4 2024 Added 4.75%
$100B
$3.31 Million 0.09% of portfolio
22,408
Q4 2024 Added 10.95%
$67.5B
$3.21 Million 0.09% of portfolio
41,833
Q4 2024 Added 14.85%
$0
$2.08 Million 0.06% of portfolio
137,200
Q4 2024 Added 67.93%
$0
$1.21 Million 0.03% of portfolio
34,019
Q4 2024 Reduced 5.35%
$86B
$1.16 Million 0.03% of portfolio
6,996
Q4 2024 Added 2.54%
$0
$933,000 0.03% of portfolio
106,862
Q4 2024 Reduced 1.48%
$0
$899,000 0.03% of portfolio
166,000
Q4 2024 Added 55.8%
$52.6B
$866,000 0.02% of portfolio
1,627
Q4 2024 Added 16.05%
$0
$793,000 0.02% of portfolio
223,650
Q4 2024 Added 44.38%
$0
$744,000 0.02% of portfolio
131,855
Q4 2024 Added 65.64%
$2.25B
$671,000 0.02% of portfolio
33,259
Q4 2024 Reduced 56.32%
$0
$661,000 0.02% of portfolio
52,662
Q4 2024 Added 8.69%
$0
$557,000 0.02% of portfolio
54,925
Q4 2024 Reduced 10.65%
$0
$445,000 0.01% of portfolio
20,531
Q4 2024 Added 15.95%
$0
$418,000 0.01% of portfolio
29,000
Q4 2024 Added 9.43%
$0
$354,000 0.01% of portfolio
11,177
Q4 2024 Added 39.59%
$3.71B
$323,000 0.01% of portfolio
8,717
Q4 2024 Added 19.41%
$0
$314,000 0.01% of portfolio
32,014
Q4 2024 Added 52.35%
$25.4B
$305,000 0.01% of portfolio
1,723
Q4 2024 New
$21B
$300,000 0.01% of portfolio
2,654
Q4 2024 Added 5.82%
$6.23B
$290,000 0.01% of portfolio
6,819
Q4 2024 Added 2.51%
$0
$274,000 0.01% of portfolio
12,521
Q4 2024 Added 4.06%
$2.72B
$261,000 0.01% of portfolio
6,078
Q4 2024 Added 22.54%
$0
$226,000 0.01% of portfolio
18,398
Q4 2024 Added 37.32%
$0
$193,000 0.01% of portfolio
21,830
Q4 2024 New
$0
$173,000 0.0% of portfolio
11,500
Q4 2024 New
$0
$143,000 0.0% of portfolio
10,274
Q4 2024 New
$0
$134,000 0.0% of portfolio
26,504
Q4 2024 New
$0
$123,000 0.0% of portfolio
10,950
Q4 2024 New
$0
$120,000 0.0% of portfolio
11,429
Q4 2024 New
$0
$81,000 0.0% of portfolio
20,666
Q4 2024 Added 100.0%
$0
$80,000 0.0% of portfolio
10,776
Q4 2024 New
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