
Pensionmark Financial Group, LLC
CIK Number: 0001652594
3.65B
Market Value
939
# of Holdings
5 months
Avg. Holding Period
29.05%
Win Rate
28.93%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | AAPL | Apple Inc. | 194.35 | -3.85% | 605.77K | +17.91% | 151.7M | 222.02 | 4.15% |
2 | VOO | Vanguard 500 In... | 483.38 | -2.17% | 238.55K | +8.42% | 128.53M | 508.34 | 3.52% |
3 | MSFT | Microsoft Corpo... | 371.30 | -3.74% | 179.91K | +17.07% | 75.83M | 427.92 | 2.08% |
4 | DGRW | WisdomTree U.S.... | 75.00 | -1.78% | 740.87K | +2.03% | 59.96M | 83.16 | 1.64% |
5 | IVW | iShares S&P 500... | 88.41 | -2.84% | 587.87K | +116.15% | 59.69M | 88.46 | 1.63% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.